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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 1,119 | $478.0K | 0.01% | 00.0% | Unchanged |
| Enzi Wealth | 1,110 | $479.7K | 0.21% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,126 | $481.0K | 0.01% | −40−3.4% | Reduced |
| Bryn Mawr Trust Co | 1,141 | $487.3K | 0.02% | +1+0.1% | Added |
| Contravisory Investment Management, Inc. | 1,141 | $487.4K | 0.11% | −1−0.1% | Reduced |
| Larson Financial Group LLC | 1,150 | $491.4K | 0.03% | +99+9.4% | Added |
| St Germain D J Co Inc | 1,151 | $491.7K | 0.02% | −109−8.7% | Reduced |
| Loomis Sayles & Co L P | 1,153 | $493.0K | 0.00% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,157 | $494.0K | 0.04% | +1+0.1% | Added |
| Clarius Group, LLC | 1,158 | $494.7K | 0.04% | −50−4.1% | Reduced |
| Warren Averett Asset Management, LLC | 1,160 | $495.5K | 0.01% | +357+44.5% | Added |
| Valeo Financial Advisors, LLC | 1,161 | $496.0K | 0.02% | −52−4.3% | Reduced |
| Plimoth Trust Co LLC | 1,165 | $497.7K | 0.13% | −50−4.1% | Reduced |
| Guinness Asset Management LTD | 1,169 | $499.4K | 0.01% | −98−7.7% | Reduced |
| Sage Mountain Advisors LLC | 1,169 | $499.4K | 0.05% | +50+4.5% | Added |
| Invesco, LLC | 1,179 | $503.7K | 0.21% | −4−0.3% | Reduced |
| PFG Investments, LLC | 1,182 | $505.1K | 0.04% | −113−8.7% | Reduced |
| Wealthspire Advisors, LLC | 1,187 | $507.1K | 0.01% | −3−0.3% | Reduced |
| Weil Company, Inc. | 1,200 | $512.6K | 0.19% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,197 | $515.4K | 0.08% | +948+380.7% | Added |
| Beacon Financial Group | 1,209 | $516.5K | 0.06% | −76−5.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,209 | $517.1K | 0.02% | +1,209 | New |
| Modera Wealth Management, LLC | 1,211 | $517.3K | 0.01% | +8+0.7% | Added |
| Green Harvest Asset Management LLC | 1,213 | $518.2K | 0.01% | +695+134.2% | Added |
| Focus Financial Network, Inc. | 1,230 | $518.3K | 0.02% | +164+15.4% | Added |
| Bridgefront Capital, LLC | 1,216 | $519.5K | 0.22% | +659+118.3% | Added |
| Arkadios Wealth Advisors | 1,219 | $520.9K | 0.04% | +303+33.1% | Added |
| Wellington Shields Capital Management, LLC | 1,220 | $521.2K | 0.09% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,224 | $522.9K | 0.00% | −1−0.1% | Reduced |
| Trust Asset Management LLC | 1,230 | $525.4K | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,253 | $535.3K | 0.05% | −1,472−54.0% | Reduced |
| Petrus Trust Company, LTA | 1,260 | $538.3K | 0.05% | +707+127.8% | Added |
| McLean Asset Management Corp | 1,225 | $539.7K | 0.17% | −60−4.7% | Reduced |
| Perritt Capital Management Inc | 1,270 | $542.6K | 0.30% | +9+0.7% | Added |
| Fox Run Management, L.L.C. | 1,280 | $546.8K | 0.10% | +440+52.4% | Added |
| Premier Path Wealth Partners, LLC | 1,283 | $548.1K | 0.09% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,295 | $553.2K | 0.02% | −88−6.4% | Reduced |
| Gabelli Funds LLC | 1,300 | $555.3K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,300 | $555.3K | 0.07% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,302 | $556.2K | 0.13% | −20−1.5% | Reduced |
| Old Port Advisors | 1,316 | $562.2K | 0.17% | +16+1.2% | Added |
| Northcape Wealth Management, LLC | 1,317 | $562.6K | 0.20% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,320 | $563.9K | 0.12% | +63+5.0% | Added |
| Charter Oak Capital Management, LLC | 1,327 | $566.9K | 0.06% | −60−4.3% | Reduced |
| Pinnacle Financial Partners Inc | 1,331 | $568.6K | 0.01% | −3−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 1,332 | $569.0K | 0.03% | −46−3.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,343 | $573.7K | 0.04% | +724+117.0% | Added |
| Checchi Capital Advisers, LLC | 1,350 | $576.7K | 0.05% | +8+0.6% | Added |
| Insight Advisors, LLC | 1,369 | $584.8K | 0.11% | −98−6.7% | Reduced |
| SpiderRock Advisors, LLC | 1,370 | $585.4K | 0.02% | +656+91.9% | Added |
| Pinnacle Associates Ltd | 1,390 | $593.7K | 0.01% | −55−3.8% | Reduced |
| Lyell Wealth Management, LP | 1,404 | $599.8K | 0.06% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,407 | $601.1K | 0.07% | −20−1.4% | Reduced |
| West Coast Financial LLC | 1,409 | $601.9K | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,411 | $602.8K | 0.00% | −2−0.1% | Reduced |
| Pointe Capital Management LLC | 1,412 | $603.2K | 0.37% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,412 | $603.4K | 0.02% | +8+0.6% | Added |
| Schechter Investment Advisors, LLC | 1,435 | $613.2K | 0.05% | −106−6.9% | Reduced |
| Nomura Holdings Inc | 1,437 | $613.9K | 0.00% | +637+79.6% | Added |
| New Century Financial Group, LLC | 1,445 | $617.3K | 0.26% | +814+129.0% | Added |
| Forum Financial Management, LP | 1,460 | $623.8K | 0.01% | +14+1.0% | Added |
| Wedbush Securities Inc | 1,476 | $631.0K | 0.02% | +39+2.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,482 | $633.1K | 0.02% | −1,032−41.1% | Reduced |
| Everence Capital Management Inc | 1,540 | $634.0K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,497 | $637.2K | 0.02% | +21+1.4% | Added |
| Coastal Bridge Advisors, LLC | 1,493 | $637.6K | 0.16% | +3+0.2% | Added |
| Profund Advisors LLC | 1,497 | $639.5K | 0.02% | −46−3.0% | Reduced |
| 1776 Wealth LLC | 1,510 | $645.1K | 0.29% | −6−0.4% | Reduced |
| Fort Point Capital Partners LLC | 1,517 | $648.0K | 0.08% | −8−0.5% | Reduced |
| Natixis | 1,518 | $648.5K | 0.00% | −17,749−92.1% | Reduced |
| Ibex Wealth Advisors | 1,520 | $649.4K | 0.10% | +164+12.1% | Added |
| Berkshire Asset Management LLC | 1,521 | $649.8K | 0.03% | +492+47.8% | Added |
| Stratos Wealth Partners, LTD. | 1,527 | $652.5K | 0.01% | −744−32.8% | Reduced |
| Kolinsky Wealth Management, LLC | 1,536 | $656.2K | 0.47% | −19−1.2% | Reduced |
| Integrated Advisors Network LLC | 1,548 | $661.4K | 0.03% | −227−12.8% | Reduced |
| First Citizens Bank & Trust Co | 1,556 | $664.7K | 0.01% | +13+0.8% | Added |
| Gotham Asset Management, LLC | 1,561 | $666.8K | 0.01% | +340+27.8% | Added |
| Stokes Capital Advisors, LLC | 1,582 | $675.8K | 0.19% | −3−0.2% | Reduced |
| Sherbrooke Park Advisers LLC | 1,597 | $682.2K | 0.12% | +167+11.7% | Added |
| Eagle Global Advisors LLC | 1,600 | $683.5K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,603 | $684.8K | 0.02% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,606 | $686.1K | 0.26% | −127−7.3% | Reduced |
| Howard Capital Management Group, LLC | 1,609 | $687.3K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,615 | $689.9K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,585 | $694.9K | 0.01% | +1,083+215.7% | Added |
| J. W. Coons Advisors, LLC | 1,630 | $696.3K | 0.17% | +230+16.4% | Added |
| Boston Financial Mangement LLC | 1,632 | $697.2K | 0.02% | −89−5.2% | Reduced |
| Everpar Advisors LLC | 1,644 | $702.3K | 0.35% | +20+1.2% | Added |
| Maven Securities LTD | 1,668 | $712.6K | 0.11% | −1,520−47.7% | Reduced |
| Argent Trust Co | 1,677 | $716.4K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 1,685 | $719.8K | 0.05% | 00.0% | Unchanged |
| Brown Financial Advisors | 1,688 | $720.9K | 0.32% | +1,688 | New |
| Grimes & Company, Inc. | 1,689 | $721.6K | 0.02% | +57+3.5% | Added |
| Accel Wealth Management | 1,695 | $723.9K | 0.29% | +213+14.4% | Added |
| Advisors Asset Management, Inc. | 1,700 | $726.2K | 0.01% | +115+7.3% | Added |
| Kestra Investment Management, LLC | 1,712 | $731.4K | 0.05% | +1,712 | New |
| Frank, Rimerman Advisors LLC | 1,714 | $732.2K | 0.05% | +1,714 | New |
| Transcend Wealth Collective, LLC | 1,716 | $732.9K | 0.05% | +111+6.9% | Added |
| DoubleLine ETF Adviser LP | 1,721 | $735.2K | 0.19% | −78−4.3% | Reduced |
| Congress Wealth Management LLC | 1,730 | $739.0K | 0.01% | +113+7.0% | Added |