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 |
|---|---|---|---|---|---|
| Cairn Investment Group, Inc. | 814 | $348.0K | 0.20% | 00.0% | Unchanged |
| Great Waters Wealth Management | 819 | $349.7K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 819 | $349.9K | 0.02% | +15+1.9% | Added |
| ROI Financial Advisors, LLC | 823 | $351.7K | 0.26% | +78+10.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 828 | $353.7K | 0.01% | +828 | New |
| Baker Tilly Wealth Management, LLC | 829 | $354.1K | 0.14% | −613−42.5% | Reduced |
| Voya Financial Advisors, Inc. | 823 | $354.2K | 0.04% | −33−3.9% | Reduced |
| Aptus Capital Advisors, LLC | 830 | $354.6K | 0.01% | +36+4.5% | Added |
| Gallacher Capital Management LLC | 832 | $355.3K | 0.19% | +340+69.1% | Added |
| Modern Wealth Management, LLC | 832 | $355.5K | 0.03% | +16+2.0% | Added |
| NBC Securities, Inc. | 836 | $357.0K | 0.03% | +98+13.3% | Added |
| Pearl River Capital, LLC | 837 | $357.6K | 0.06% | +837 | New |
| Schonfeld Strategic Advisors LLC | 839 | $358.4K | 0.00% | −10,928−92.9% | Reduced |
| Sendero Wealth Management, LLC | 840 | $358.8K | 0.06% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 842 | $359.7K | 0.11% | +842 | New |
| Jackson Creek Investment Advisors LLC | 846 | $361.0K | 0.13% | +846 | New |
| Whittier Trust Co | 847 | $361.8K | 0.01% | −95−10.1% | Reduced |
| Canal Capital Management, LLC | 850 | $363.2K | 0.06% | +3+0.4% | Added |
| Journey Strategic Wealth LLC | 854 | $364.8K | 0.02% | +854 | New |
| GeoWealth Management, LLC | 854 | $364.8K | 0.02% | +156+22.3% | Added |
| XTX Topco Ltd | 858 | $366.5K | 0.03% | −416−32.7% | Reduced |
| Geller Advisors LLC | 859 | $367.0K | 0.03% | +22+2.6% | Added |
| HBK Sorce Advisory LLC | 866 | $369.9K | 0.01% | +62+7.7% | Added |
| Parkside Financial Bank & Trust | 866 | $369.9K | 0.06% | +86+11.0% | Added |
| Renaissance Group LLC | 869 | $371.2K | 0.01% | −20−2.2% | Reduced |
| Park National Corp | 874 | $373.4K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 874 | $373.4K | 0.02% | +874 | New |
| Hengehold Capital Management LLC | 875 | $373.8K | 0.04% | −1−0.1% | Reduced |
| Farther Finance Advisors, LLC | 883 | $376.4K | 0.02% | +360+68.8% | Added |
| Colonial Trust Co | 875 | $376.5K | 0.07% | −11,341−92.8% | Reduced |
| Skopos Labs, Inc. | 868 | $377.4K | 0.16% | 00.0% | Unchanged |
| Busey Wealth Management | 885 | $378.1K | 0.01% | −149−14.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 885 | $378.1K | 0.26% | +885 | New |
| Rockland Trust Co | 887 | $378.9K | 0.02% | +36+4.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 889 | $379.8K | 0.13% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 901 | $384.0K | 0.15% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 906 | $387.0K | 0.18% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 909 | $388.1K | 0.10% | +27+3.1% | Added |
| Beaton Management Co. Inc. | 910 | $389.0K | 0.21% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 913 | $390.1K | 0.04% | +3+0.3% | Added |
| Sunbelt Securities, Inc. | 917 | $391.9K | 0.04% | −5−0.5% | Reduced |
| Daymark Wealth Partners, LLC | 920 | $393.0K | 0.02% | +97+11.8% | Added |
| Mirabella Financial Services LLP | 922 | $393.9K | 0.03% | +922 | New |
| BLB&B Advisors, LLC | 923 | $394.3K | 0.02% | 00.0% | Unchanged |
| Ignite Planners, LLC | 916 | $395.9K | 0.10% | +18+2.0% | Added |
| First Bank & Trust | 936 | $399.9K | 0.08% | +2+0.2% | Added |
| ERn Financial, LLC | 951 | $406.3K | 0.07% | −820−46.3% | Reduced |
| Harbour Investments, Inc. | 954 | $407.5K | 0.01% | −6−0.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 956 | $408.4K | 0.00% | −1,951−67.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 957 | $408.7K | 0.15% | +23+2.5% | Added |
| Hills Bank & Trust Co | 959 | $409.7K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 963 | $411.4K | 0.02% | −75−7.2% | Reduced |
| Summit Global Investments | 965 | $412.0K | 0.03% | −1−0.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 965 | $412.2K | 0.08% | +55+6.0% | Added |
| Financial Insights, Inc. | 966 | $412.7K | 0.11% | −81−7.7% | Reduced |
| Emprise Bank | 969 | $413.9K | 0.26% | −56−5.5% | Reduced |
| Rothschild Investment LLC | 974 | $416.1K | 0.03% | +6+0.6% | Added |
| Great Valley Advisor Group, Inc. | 975 | $416.4K | 0.01% | −37−3.7% | Reduced |
| MV Capital Management, Inc. | 975 | $416.5K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 976 | $416.9K | 0.06% | −1−0.1% | Reduced |
| Merit Financial Group, LLC | 976 | $417.1K | 0.01% | +69+7.6% | Added |
| Keel Point, LLC | 1,022 | $417.2K | 0.04% | −182−15.1% | Reduced |
| M Holdings Securities, Inc. | 981 | $419.0K | 0.05% | +981 | New |
| Fort Washington Investment Advisors Inc | 993 | $424.2K | 0.00% | −284−22.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 999 | $426.8K | 0.06% | +1+0.1% | Added |
| Ellevest, Inc. | 999 | $426.8K | 0.03% | +999 | New |
| LM Advisors LLC | 1,000 | $427.0K | 0.00% | −896−47.3% | Reduced |
| Van Strum & Towne Inc. | 1,000 | $427.2K | 0.16% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $427.2K | 0.07% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $427.2K | 0.27% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 1,000 | $427.2K | 0.09% | +20+2.0% | Added |
| Fort Sheridan Advisors LLC | 1,000 | $427.2K | 0.07% | +1,000 | New |
| Legacy Capital Wealth Partners, LLC | 1,002 | $428.0K | 0.11% | +1,002 | New |
| EverSource Wealth Advisors, LLC | 998 | $429.6K | 0.03% | +304+43.8% | Added |
| Balentine LLC | 1,017 | $434.5K | 0.02% | −1,521−59.9% | Reduced |
| Founders Capital Management, LLC | 1,019 | $435.3K | 0.08% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 1,020 | $435.7K | 0.21% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,026 | $438.3K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,029 | $440.0K | 0.01% | −36−3.4% | Reduced |
| Moneta Group Investment Advisors LLC | 1,031 | $440.5K | 0.01% | +180+21.2% | Added |
| Estabrook Capital Management | 1,035 | $442.1K | 0.07% | −235−18.5% | Reduced |
| Sunflower Bank, N.A. | 1,035 | $442.1K | 0.10% | −80−7.2% | Reduced |
| Park Place Capital Corp | 1,038 | $443.4K | 0.14% | −823−44.2% | Reduced |
| Ransom Advisory, Ltd | 1,038 | $443.4K | 0.22% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,045 | $446.4K | 0.02% | −39−3.6% | Reduced |
| Cetera Trust Company, N.A | 1,050 | $448.6K | 0.28% | −50−4.5% | Reduced |
| Wesbanco Bank Inc | 1,064 | $454.5K | 0.02% | +465+77.6% | Added |
| Evercore Wealth Management, LLC | 1,065 | $455.0K | 0.01% | −14−1.3% | Reduced |
| Cigna Investments Inc | 1,065 | $455.0K | 0.08% | −11−1.0% | Reduced |
| KMG Fiduciary Partners, LLC | 1,067 | $455.8K | 0.04% | +91+9.3% | Added |
| Everett Harris & Co | 1,072 | $457.9K | 0.01% | 00.0% | Unchanged |
| Invst, LLC | 1,077 | $458.9K | 0.05% | +6+0.6% | Added |
| Karpas Strategies, LLC | 1,075 | $459.2K | 0.14% | +15+1.4% | Added |
| Point72 (DIFC) Ltd | 1,088 | $464.9K | 0.04% | −5,954−84.5% | Reduced |
| Aurora Private Wealth, Inc. | 1,091 | $466.0K | 0.41% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,093 | $466.9K | 0.05% | 00.0% | Unchanged |
| LMR Partners LLP | 1,095 | $467.8K | 0.01% | +1,095 | New |
| Segment Wealth Management, LLC | 1,101 | $470.3K | 0.03% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,111 | $474.6K | 0.13% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,112 | $475.0K | 2.56% | −20−1.8% | Reduced |