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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 667 | $284.9K | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 661 | $282.5K | 0.01% | +167+33.8% | Added |
| Foguth Wealth Management, LLC. | 660 | $282.0K | 0.12% | +660 | New |
| Birchcreek Wealth Management, LLC | 657 | $280.8K | 0.16% | +148+29.1% | Added |
| Family Wealth Group, LLC | 657 | $280.8K | 0.28% | +4+0.6% | Added |
| CX Institutional | 654 | $279.4K | 0.01% | −5−0.8% | Reduced |
| First County Bank | 653 | $279.0K | 0.14% | −102−13.5% | Reduced |
| Rebalance, LLC | 653 | $279.0K | 0.02% | +13+2.0% | Added |
| 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 |
| LRI Investments, LLC | 646 | $276.1K | 0.03% | +646 | New |
| Cape Cod Five Cents Savings Bank | 646 | $276.0K | 0.03% | 00.0% | Unchanged |
| WBH Advisory Inc | 643 | $274.7K | 0.03% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 642 | $274.3K | 0.11% | −13−2.0% | Reduced |
| Edge Capital Group, LLC | 642 | $274.2K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 639 | $273.1K | 0.04% | +95+17.5% | Added |
| Los Angeles Capital Management LLC | 637 | $272.1K | 0.00% | −65−9.3% | Reduced |
| Mutual Advisors, LLC | 630 | $272.1K | 0.01% | +16+2.6% | Added |
| Summit Trail Advisors, LLC | 636 | $271.5K | 0.01% | +34+5.6% | Added |
| McRae Capital Management Inc | 635 | $271.3K | 0.06% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 634 | $270.8K | 0.11% | −59−8.5% | Reduced |
| Royal Fund Management, LLC | 629 | $268.8K | 0.04% | +2+0.3% | Added |
| River Wealth Advisors LLC | 629 | $268.7K | 0.04% | +130+26.1% | Added |
| SPC Financial, Inc. | 628 | $268.3K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 626 | $267.4K | 0.01% | −77−11.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 625 | $266.3K | 0.03% | +21+3.5% | Added |
| Fidelis Capital Partners, LLC | 678 | $266.3K | 0.04% | +35+5.4% | 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 |
| Ameritas Advisory Services, LLC | 621 | $265.5K | 0.01% | +62+11.1% | Added |
| Prime Capital Investment Advisors, LLC | 619 | $264.4K | 0.00% | −314−33.7% | Reduced |
| David Loasby | 597 | $263.0K | 0.03% | +3+0.5% | Added |
| Navellier & Associates Inc | 615 | $262.7K | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 611 | $261.0K | 0.02% | −37−5.7% | Reduced |
| IHT Wealth Management, LLC | 611 | $261.0K | 0.01% | −210−25.6% | Reduced |
| MTM Investment Management, LLC | 608 | $259.7K | 0.11% | 00.0% | Unchanged |
| First National Trust Co | 608 | $259.7K | 0.01% | +1+0.2% | Added |
| MONECO Advisors, LLC | 606 | $258.8K | 0.04% | −1−0.2% | Reduced |
| Washington Trust Advisors, Inc. | 605 | $258.3K | 0.02% | −1−0.2% | Reduced |
| Aua Capital Management, LLC | 604 | $258.0K | 0.16% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 603 | $257.6K | 0.23% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 602 | $257.0K | 0.04% | −14−2.3% | 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 |
| Norden Group LLC | 598 | $255.5K | 0.05% | −26−4.2% | Reduced |
| Shelton Capital Management | 598 | $255.5K | 0.01% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 597 | $255.0K | 0.00% | +131+28.1% | Added |
| Versor Investments LP | 596 | $254.6K | 0.05% | −2,404−80.1% | Reduced |
| PFG Private Wealth Management, LLC | 595 | $254.2K | 0.15% | −11−1.8% | Reduced |
| Capital Analysts, LLC | 595 | $254.0K | 0.01% | −208−25.9% | Reduced |
| Parcion Private Wealth LLC | 593 | $253.3K | 0.02% | +8+1.4% | Added |
| SeaCrest Wealth Management, LLC | 591 | $252.5K | 0.03% | +14+2.4% | Added |
| Valmark Advisers, Inc. | 587 | $250.8K | 0.00% | +587 | New |
| Washington Capital Management Inc | 586 | $250.3K | 0.21% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 586 | $250.2K | 0.02% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 584 | $249.5K | 0.03% | +584 | New |
| Wealthstream Advisors, Inc. | 579 | $247.4K | 0.09% | +3+0.5% | Added |
| Intrua Financial, LLC | 577 | $246.5K | 0.04% | +2+0.3% | Added |
| Inceptionr LLC | 571 | $243.9K | 0.07% | −175−23.5% | Reduced |
| Five Oceans Advisors | 571 | $243.9K | 0.13% | −64−10.1% | Reduced |
| NDVR, Inc. | 568 | $242.6K | 0.25% | +7+1.2% | Added |
| Westmount Partners, LLC | 568 | $242.0K | 0.08% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 565 | $241.4K | 0.02% | +39+7.4% | Added |
| Institute for Wealth Management, LLC. | 564 | $240.9K | 0.03% | 00.0% | Unchanged |
| TNF LLC | 567 | $240.7K | 0.09% | 00.0% | Unchanged |
| HTLF Bank | 563 | $240.5K | 0.03% | −60−9.6% | Reduced |
| Childress Capital Advisors, LLC | 563 | $240.5K | 0.07% | −38−6.3% | Reduced |
| Rehmann Capital Advisory Group | 562 | $240.3K | 0.02% | −3−0.5% | Reduced |
| Princeton Global Asset Management LLC | 560 | $239.2K | 0.05% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 560 | $239.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 559 | $238.8K | 0.02% | +49+9.6% | Added |
| Trust Point Inc. | 559 | $238.8K | 0.02% | −123−18.0% | Reduced |
| Advisors Capital Management, LLC | 556 | $238.0K | 0.00% | −8−1.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 557 | $237.9K | 0.09% | +557 | New |
| Independence Bank of Kentucky | 555 | $237.1K | 0.06% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 553 | $236.2K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 553 | $236.1K | 0.02% | −138−20.0% | Reduced |
| Apella Capital, LLC | 543 | $235.3K | 0.01% | −28−4.9% | Reduced |
| Philadelphia Trust Co | 550 | $235.0K | 0.02% | −70−11.3% | Reduced |
| Fluent Financial, LLC | 549 | $234.5K | 0.12% | −11−2.0% | Reduced |
| Hobbs Group Advisors, LLC | 548 | $234.1K | 0.09% | +548 | New |
| Vicus Capital | 546 | $233.4K | 0.02% | +28+5.4% | Added |
| Clifford Swan Investment Counsel LLC | 546 | $233.2K | 0.01% | −36−6.2% | Reduced |
| Garrison Asset Management, LLC | 546 | $233.2K | 0.12% | −25−4.4% | Reduced |
| Heritage Investment Group, Inc. | 543 | $232.0K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 540 | $231.0K | 0.01% | −146−21.3% | Reduced |
| Walker Asset Management, LLC | 539 | $230.1K | 0.15% | +2+0.4% | Added |
| SlateStone Wealth, LLC | 538 | $230.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 535 | $228.5K | 0.02% | −2,368−81.6% | Reduced |
| Argus Investors' Counsel, Inc. | 533 | $227.7K | 0.14% | −1−0.2% | Reduced |
| Tufton Capital Management | 530 | $226.4K | 0.04% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 524 | $223.8K | 0.00% | −10,091−95.1% | Reduced |
| Nwam LLC | 523 | $223.4K | 0.07% | +3+0.6% | Added |
| Ground Swell Capital, LLC | 523 | $223.4K | 0.22% | +523 | New |
| Cherry Tree Wealth Management, LLC | 521 | $222.6K | 0.06% | +32+6.5% | Added |
| Avantax Planning Partners, Inc. | 519 | $221.7K | 0.01% | −35−6.3% | Reduced |
| Interchange Capital Partners, LLC | 520 | $221.2K | 0.08% | +520 | New |