Ameriprise Financial Inc
AMP- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0000820027
In the last 90 days, Ameriprise Financial Inc insiders filed 0 open-market purchases and 5 sales; 1,396 institutions reported holding it in 13F filings for Q2 2026, worth $35.9B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Ameriprise Financial Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,250
- +24 vs. Q1 2024
- Shares held
- 83.7M
- +72.8K (+0.1%) vs. Q1 2024
- Total value
- $35.8B
- −$875.5M (−2.4%) vs. Q1 2024
- New holders
- 103
- 479 more added
- Sold out
- 79
- 415 more reduced
17 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AMP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,396 | $35.9B |
| Q1 2026 | 1,394 | $34.9B |
| Q4 2025 | 1,426 | $39.2B |
| Q3 2025 | 1,363 | $39.0B |
| Q2 2025 | 1,363 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,392 | $44.2B |
| Q3 2024 | 1,267 | $38.8B |
| Q2 2024 | 1,250 | $35.8B |
| Q1 2024 | 1,243 | $36.8B |
| Q4 2023 | 1,163 | $32.0B |
| Q3 2023 | 1,087 | $28.1B |
| Q2 2023 | 1,079 | $28.6B |
| Q1 2023 | 1,039 | $26.7B |
| Q4 2022 | 1,028 | $27.4B |
| Q3 2022 | 942 | $22.3B |
| Q2 2022 | 956 | $21.3B |
| Q1 2022 | 997 | $27.5B |
| Q4 2021 | 987 | $27.7B |
| Q3 2021 | 927 | $24.6B |
| Q2 2021 | 892 | $23.6B |
| Q1 2021 | 885 | $22.3B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Driehaus Capital Management LLC | 597 | $255.0K | 0.00% | +131+28.1% | Added |
| Shelton Capital Management | 598 | $255.5K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 598 | $255.5K | 0.05% | −26−4.2% | Reduced |
| EHP Funds Inc. | 600 | $256.3K | 0.13% | −600−50.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 600 | $256.3K | 0.16% | −150−20.0% | Reduced |
| Harbour Investment Management LLC | 600 | $256.3K | 0.12% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 600 | $256.3K | 0.25% | 00.0% | Unchanged |
| Baader Bank INC | 600 | $256.3K | 0.02% | +600 | New |
| OneAscent Financial Services LLC | 602 | $257.0K | 0.04% | −14−2.3% | Reduced |
| Dougherty Wealth Advisers LLC | 603 | $257.6K | 0.23% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 604 | $258.0K | 0.16% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 605 | $258.3K | 0.02% | −1−0.2% | Reduced |
| MONECO Advisors, LLC | 606 | $258.8K | 0.04% | −1−0.2% | Reduced |
| First National Trust Co | 608 | $259.7K | 0.01% | +1+0.2% | Added |
| MTM Investment Management, LLC | 608 | $259.7K | 0.11% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 611 | $261.0K | 0.01% | −210−25.6% | Reduced |
| Cidel Asset Management Inc | 611 | $261.0K | 0.02% | −37−5.7% | Reduced |
| Navellier & Associates Inc | 615 | $262.7K | 0.03% | 00.0% | Unchanged |
| David Loasby | 597 | $263.0K | 0.03% | +3+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 619 | $264.4K | 0.00% | −314−33.7% | Reduced |
| Ameritas Advisory Services, LLC | 621 | $265.5K | 0.01% | +62+11.1% | Added |
| All Terrain Financial Advisors, LLC | 623 | $266.1K | 0.11% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 623 | $266.1K | 0.02% | +152+32.3% | Added |
| Fidelis Capital Partners, LLC | 678 | $266.3K | 0.04% | +35+5.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 625 | $266.3K | 0.03% | +21+3.5% | Added |
| Prio Wealth Limited Partnership | 626 | $267.4K | 0.01% | −77−11.0% | Reduced |
| SPC Financial, Inc. | 628 | $268.3K | 0.02% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 629 | $268.7K | 0.04% | +130+26.1% | Added |
| Royal Fund Management, LLC | 629 | $268.8K | 0.04% | +2+0.3% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 634 | $270.8K | 0.11% | −59−8.5% | Reduced |
| McRae Capital Management Inc | 635 | $271.3K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 636 | $271.5K | 0.01% | +34+5.6% | Added |
| Mutual Advisors, LLC | 630 | $272.1K | 0.01% | +16+2.6% | Added |
| Los Angeles Capital Management LLC | 637 | $272.1K | 0.00% | −65−9.3% | Reduced |
| Perennial Investment Advisors, LLC | 639 | $273.1K | 0.04% | +95+17.5% | Added |
| Edge Capital Group, LLC | 642 | $274.2K | 0.01% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 642 | $274.3K | 0.11% | −13−2.0% | Reduced |
| WBH Advisory Inc | 643 | $274.7K | 0.03% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 646 | $276.0K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 646 | $276.1K | 0.03% | +646 | New |
| Concorde Asset Management, LLC | 649 | $277.2K | 0.17% | −23−3.4% | Reduced |
| Resonant Capital Advisors, LLC | 649 | $277.2K | 0.02% | +30+4.8% | Added |
| First County Bank | 653 | $279.0K | 0.14% | −102−13.5% | Reduced |
| Rebalance, LLC | 653 | $279.0K | 0.02% | +13+2.0% | Added |
| CX Institutional | 654 | $279.4K | 0.01% | −5−0.8% | Reduced |
| Family Wealth Group, LLC | 657 | $280.8K | 0.28% | +4+0.6% | Added |
| Birchcreek Wealth Management, LLC | 657 | $280.8K | 0.16% | +148+29.1% | Added |
| Foguth Wealth Management, LLC. | 660 | $282.0K | 0.12% | +660 | New |
| Concurrent Investment Advisors, LLC | 661 | $282.5K | 0.01% | +167+33.8% | Added |
| Northwest Bancshares, Inc. | 667 | $284.9K | 0.05% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 668 | $285.5K | 0.03% | +25+3.9% | Added |
| Stock Yards Bank & Trust Co | 669 | $285.8K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 714 | $286.0K | 0.02% | +60+9.2% | Added |
| American Trust | 670 | $286.2K | 0.02% | −128−16.0% | Reduced |
| MQS Management LLC | 673 | $287.5K | 0.17% | −825−55.1% | Reduced |
| WealthTrust Axiom LLC | 675 | $288.4K | 0.10% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 6,840 | $289.5K | 0.11% | +6,264+1,087.5% | Added |
| Smith, Moore & Co. | 684 | $292.2K | 0.03% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 687 | $293.5K | 0.08% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 690 | $294.8K | 1.26% | +690 | New |
| Portside Wealth Group, LLC | 697 | $297.8K | 0.06% | +25+3.7% | Added |
| J.W. Cole Advisors, Inc. | 698 | $298.1K | 0.01% | +105+17.7% | Added |
| Miracle Mile Advisors, LLC | 701 | $299.5K | 0.01% | −17−2.4% | Reduced |
| Peapack Gladstone Financial Corp | 702 | $300.0K | 0.00% | −56−7.4% | Reduced |
| Chesapeake Wealth Management | 704 | $300.7K | 0.11% | −36−4.9% | Reduced |
| Catalina Capital Group, LLC | 705 | $301.2K | 0.11% | +52+8.0% | Added |
| Carr Financial Group Corp | 705 | $301.2K | 0.10% | +57+8.8% | Added |
| Valtinson Bruner Financial Planning LLC | 708 | $302.5K | 0.12% | −400−36.1% | Reduced |
| Ledyard National Bank | 710 | $303.3K | 0.03% | −16−2.2% | Reduced |
| Kathmere Capital Management, LLC | 712 | $304.2K | 0.03% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 718 | $306.7K | 0.02% | −145−16.8% | Reduced |
| Private Trust Co NA | 719 | $307.2K | 0.03% | +67+10.3% | Added |
| Progressive Investment Management Corp | 720 | $307.6K | 0.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 723 | $308.9K | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 724 | $309.3K | 0.03% | +254+54.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 728 | $311.0K | 0.03% | −16−2.2% | Reduced |
| Aaron Wealth Advisors | 730 | $311.8K | 0.04% | +37+5.3% | Added |
| Quarry LP | 731 | $312.3K | 0.13% | +726+14,520.0% | Added |
| Spire Wealth Management | 737 | $314.8K | 0.01% | +2+0.3% | Added |
| Douglas Lane & Associates, LLC | 750 | $320.4K | 0.00% | −12−1.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 752 | $321.2K | 0.08% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 755 | $322.5K | 0.15% | 00.0% | Unchanged |
| Hyman Charles D | 755 | $323.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 762 | $325.6K | 0.01% | −715−48.4% | Reduced |
| Hilltop Holdings Inc. | 767 | $327.7K | 0.04% | +6+0.8% | Added |
| Brighton Jones LLC | 771 | $329.3K | 0.01% | +94+13.9% | Added |
| Caldwell Sutter Capital, Inc. | 772 | $329.8K | 0.16% | 00.0% | Unchanged |
| PDS Planning, Inc | 776 | $331.5K | 0.03% | +1+0.1% | Added |
| Dakota Wealth Management | 776 | $331.5K | 0.01% | −7−0.9% | Reduced |
| Renasant Bank | 780 | $333.2K | 0.23% | −678−46.5% | Reduced |
| First Nebraska Trust Co | 784 | $334.9K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 785 | $335.0K | 0.01% | +258+49.0% | Added |
| Pin Oak Investment Advisors Inc | 788 | $337.0K | 0.32% | 00.0% | Unchanged |
| Csenge Advisory Group | 789 | $337.2K | 0.02% | −39−4.7% | Reduced |
| Wilkins Investment Counsel Inc | 790 | $337.5K | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 793 | $339.0K | 0.02% | −19−2.3% | Reduced |
| Schulhoff & Co Inc | 800 | $341.8K | 0.15% | 00.0% | Unchanged |
| Smithfield Trust Co | 803 | $343.0K | 0.02% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 805 | $343.0K | 0.06% | +805 | New |
| Dai-Ichi Life Insurance Company, Ltd | 812 | $346.9K | 0.01% | 00.0% | Unchanged |