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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 1,733 | $740.5K | 0.00% | +27+1.6% | Added |
| Evergreen Wealth Solutions, LLC | 1,736 | $741.4K | 0.53% | −181−9.4% | Reduced |
| OmniStar Financial Group, Inc. | 1,741 | $743.6K | 0.67% | +16+0.9% | Added |
| Legacy Advisors, LLC | 1,741 | $743.7K | 0.09% | +14+0.8% | Added |
| Insigneo Advisory Services, LLC | 1,904 | $745.5K | 0.08% | +113+6.3% | Added |
| Legacy Trust | 1,752 | $748.4K | 0.19% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,758 | $751.2K | 0.02% | −36−2.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,761 | $753.0K | 0.08% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,803 | $770.0K | 0.00% | +104+6.1% | Added |
| First Commonwealth Financial Corp | 1,807 | $771.9K | 0.20% | +40+2.3% | Added |
| Snowden Capital Advisors LLC | 1,813 | $774.5K | 0.02% | +219+13.7% | Added |
| EP Wealth Advisors, LLC | 1,815 | $775.2K | 0.01% | +196+12.1% | Added |
| V-Square Quantitative Management LLC | 1,815 | $775.4K | 0.13% | −2,099−53.6% | Reduced |
| Prudential PLC | 1,817 | $776.2K | 0.01% | +625+52.4% | Added |
| Dodge & Cox | 1,827 | $780.5K | 0.00% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,827 | $780.5K | 0.00% | +145+8.6% | Added |
| CSS LLC | 1,850 | $790.3K | 0.06% | +400+27.6% | Added |
| Basepoint Wealth LLC | 1,851 | $790.9K | 0.62% | +5+0.3% | Added |
| Syon Capital LLC | 1,851 | $790.9K | 0.07% | +20+1.1% | Added |
| Lebenthal Global Advisors, LLC | 1,854 | $792.0K | 0.17% | +258+16.2% | Added |
| Ontario Teachers Pension Plan Board | 1,855 | $792.4K | 0.01% | −1,601−46.3% | Reduced |
| Quent Capital, LLC | 1,859 | $794.0K | 0.09% | +1+0.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,870 | $798.8K | 0.03% | −399−17.6% | Reduced |
| IFP Advisors, Inc | 1,875 | $801.2K | 0.03% | +112+6.4% | Added |
| Boothbay Fund Management, LLC | 1,876 | $801.4K | 0.03% | +1,876 | New |
| Gratus Wealth Advisors, LLC | 1,968 | $808.6K | 0.14% | +81+4.3% | Added |
| Citizens Financial Group Inc | 1,893 | $808.7K | 0.02% | +553+41.3% | Added |
| TrinityPoint Wealth, LLC | 1,894 | $809.1K | 0.13% | +12+0.6% | Added |
| Wellington Management Group LLP | 1,898 | $810.8K | 0.00% | −5,065−72.7% | Reduced |
| GTS Securities LLC | 1,918 | $819.4K | 0.02% | +1,918 | New |
| Stonegate Investment Group, LLC | 1,919 | $820.0K | 0.02% | +35+1.9% | Added |
| Adapt Wealth Advisors, LLC | 1,935 | $826.6K | 0.52% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,941 | $829.2K | 0.10% | +421+27.7% | Added |
| Angeles Investment Advisors, LLC | 1,942 | $829.6K | 0.04% | −151−7.2% | Reduced |
| Evergreen Capital Management LLC | 1,944 | $830.5K | 0.03% | +70+3.7% | Added |
| Atom Investors LP | 1,952 | $833.9K | 0.08% | +1,952 | New |
| Virtus ETF Advisers LLC | 1,971 | $842.0K | 0.41% | +19+1.0% | Added |
| Vishria Bird Financial Group, LLC | 1,994 | $852.0K | 0.36% | +449+29.1% | Added |
| Magnetar Financial LLC | 1,995 | $852.2K | 0.02% | +1,995 | New |
| Pacific Capital Partners Ltd | 1,998 | $853.5K | 0.56% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,013 | $859.9K | 0.02% | +362+21.9% | Added |
| Douglass Winthrop Advisors, LLC | 2,017 | $861.6K | 0.02% | +2,017 | New |
| Round Rock Advisors, LLC | 2,020 | $862.9K | 0.21% | −15−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 2,021 | $863.5K | 0.01% | +2,021 | New |
| US Asset Management LLC | 2,023 | $864.0K | 0.78% | −82−3.9% | Reduced |
| AE Wealth Management LLC | 2,042 | $872.2K | 0.01% | +454+28.6% | Added |
| Fielder Capital Group LLC | 2,048 | $874.7K | 0.34% | −5−0.2% | Reduced |
| Stephens Inc | 2,051 | $876.0K | 0.01% | +180+9.6% | Added |
| MorganRosel Wealth Management, LLC | 2,055 | $877.9K | 0.31% | +159+8.4% | Added |
| Gateway Advisory, LLC | 2,059 | $879.6K | 0.15% | +38+1.9% | Added |
| Belpointe Asset Management LLC | 2,068 | $883.6K | 0.06% | +282+15.8% | Added |
| Oak Thistle LLC | 2,076 | $886.8K | 0.66% | +2,076 | New |
| Prosperity Consulting Group, LLC | 2,086 | $891.2K | 0.12% | +89+4.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $895.0K | 0.23% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,140 | $914.2K | 0.01% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 2,150 | $918.5K | 0.44% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,169 | $926.6K | 0.02% | −1,159−34.8% | Reduced |
| FJ Capital Management LLC | 2,170 | $927.0K | 0.10% | +2,170 | New |
| Cary Street Partner Investment Advisory LLC | 2,191 | $936.1K | 0.04% | +24+1.1% | Added |
| Unigestion Holding SA | 2,465 | $936.3K | 0.05% | −1,971−44.4% | Reduced |
| Lindbrook Capital, LLC | 2,202 | $940.7K | 0.09% | +12+0.5% | Added |
| Mather Group, LLC. | 2,162 | $947.9K | 0.01% | +19+0.9% | Added |
| Two Sigma Securities, LLC | 2,252 | $962.0K | 0.05% | −304−11.9% | Reduced |
| Kinneret Advisory, LLC | 2,312 | $987.7K | 0.09% | +2,312 | New |
| Old North State Trust, LLC | 2,345 | $1.00M | 0.87% | +79+3.5% | Added |
| Legacy Capital Group California, Inc. | 2,368 | $1.01M | 0.36% | −76−3.1% | Reduced |
| Caldwell Trust Co | 2,373 | $1.01M | 0.11% | +559+30.8% | Added |
| Copperwynd Financial, LLC | 2,427 | $1.04M | 0.34% | +118+5.1% | Added |
| Skba Capital Management LLC | 2,445 | $1.04M | 0.17% | −130−5.0% | Reduced |
| Fayez Sarofim & Co | 2,470 | $1.06M | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,480 | $1.06M | 0.33% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 2,479 | $1.06M | 0.33% | +62+2.6% | Added |
| Lake Street Advisors Group, LLC | 2,489 | $1.06M | 0.05% | −17−0.7% | Reduced |
| Umb Bank N A | 2,489 | $1.06M | 0.02% | +50+2.1% | Added |
| Eqis Capital Management, Inc. | 2,520 | $1.08M | 0.09% | +5+0.2% | Added |
| Anfield Capital Management, LLC | 2,525 | $1.08M | 0.52% | −361−12.5% | Reduced |
| Signaturefd, LLC | 2,526 | $1.08M | 0.02% | +230+10.0% | Added |
| Brendel Financial Advisors LLC | 2,544 | $1.09M | 0.69% | +10+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,559 | $1.09M | 0.05% | +282+12.4% | Added |
| Jacobs Levy Equity Management, Inc | 2,564 | $1.10M | 0.00% | −130−4.8% | Reduced |
| Hancock Whitney Corp | 2,589 | $1.11M | 0.04% | +540+26.4% | Added |
| Chase Investment Counsel Corp | 2,600 | $1.11M | 0.39% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 2,600 | $1.11M | 0.56% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,620 | $1.12M | 0.06% | −7,425−73.9% | Reduced |
| EPG Wealth Management LLC | 0 | $1.13M | 0.26% | −2,598−100.0% | Reduced |
| HM Payson & Co | 2,670 | $1.14M | 0.02% | +7+0.3% | Added |
| Camden Capital, LLC | 2,691 | $1.15M | 0.09% | +214+8.6% | Added |
| Personal Cfo Solutions, LLC | 2,699 | $1.15M | 0.18% | +37+1.4% | Added |
| HighPoint Advisor Group LLC | 2,681 | $1.16M | 0.07% | +25+0.9% | Added |
| Huntington National Bank | 2,716 | $1.16M | 0.01% | −82−2.9% | Reduced |
| Tiaa Trust, National Association | 2,725 | $1.16M | 0.00% | −337−11.0% | Reduced |
| Walleye Trading LLC | 2,735 | $1.17M | 0.02% | +2,722+20,938.5% | Added |
| Heartland Bank & Trust Co | 2,755 | $1.18M | 0.67% | +24+0.9% | Added |
| AXS Investments LLC | 2,767 | $1.18M | 0.33% | −263−8.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,767 | $1.18M | 0.11% | +190+7.4% | Added |
| Tokio Marine Asset Management Co Ltd | 2,768 | $1.18M | 0.06% | +100+3.7% | Added |
| Bleakley Financial Group, LLC | 2,770 | $1.18M | 0.03% | +12+0.4% | Added |
| Synovus Financial Corp | 2,774 | $1.19M | 0.02% | −32−1.1% | Reduced |
| Graypoint LLC | 2,781 | $1.19M | 0.08% | −1,272−31.4% | Reduced |
| Kingsview Wealth Management, LLC | 2,808 | $1.20M | 0.03% | 00.0% | Unchanged |