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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 517 | $220.7K | 0.01% | +10+2.0% | Added |
| Optimist Retirement Group LLC | 515 | $220.0K | 0.12% | 00.0% | Unchanged |
| Somerset Trust Co | 515 | $220.0K | 0.09% | +515 | New |
| Proequities, Inc. | 515 | $220.0K | 0.01% | +13+2.6% | Added |
| KCM Investment Advisors LLC | 514 | $219.6K | 0.01% | −131−20.3% | Reduced |
| Diversify Advisory Services, LLC | 506 | $219.4K | 0.01% | −30−5.6% | Reduced |
| Abel Hall, LLC | 510 | $218.0K | 0.15% | +20+4.1% | Added |
| OneAscent Wealth Management LLC | 511 | $218.0K | 0.11% | −7−1.4% | Reduced |
| West Oak Capital, LLC | 510 | $217.9K | 0.09% | +170+50.0% | Added |
| Delta Investment Management, LLC | 510 | $217.7K | 0.05% | +510 | New |
| Moody National Bank Trust Division | 505 | $215.7K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 505 | $215.7K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 481 | $214.3K | 0.05% | +481 | New |
| Oldfather Financial Services, LLC | 500 | $213.6K | 0.09% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 499 | $213.3K | 0.01% | −54−9.8% | Reduced |
| Wealthcare Advisory Partners LLC | 499 | $213.3K | 0.01% | +499 | New |
| Private Client Services, LLC | 498 | $212.8K | 0.13% | +498 | New |
| Annex Advisory Services, LLC | 494 | $211.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 494 | $211.0K | 0.10% | +494 | New |
| Vista Wealth Management Group, LLC | 490 | $209.2K | 0.02% | +490 | New |
| Quotient Wealth Partners, LLC | 489 | $208.9K | 0.01% | +489 | New |
| YHB Investment Advisors, Inc. | 488 | $208.5K | 0.02% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 485 | $207.2K | 0.00% | −25,451−98.1% | Reduced |
| Guardian Wealth Advisors, LLC | 483 | $206.3K | 0.02% | −2−0.4% | Reduced |
| Platform Technology Partners | 482 | $205.9K | 0.07% | +482 | New |
| Sigma Planning Corp | 480 | $205.1K | 0.01% | +1+0.2% | Added |
| Confluence Investment Management LLC | 480 | $205.1K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 480 | $205.1K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 480 | $205.1K | 0.16% | +480 | New |
| Narus Financial Partners, LLC | 479 | $204.6K | 0.08% | 00.0% | Unchanged |
| ORG Partners LLC | 480 | $204.5K | 0.03% | +480 | New |
| Clark Capital Management Group, Inc. | 476 | $203.3K | 0.00% | +476 | New |
| Dechtman Wealth Management, LLC | 475 | $203.0K | 0.05% | +1+0.2% | Added |
| Penserra Capital Management LLC | 473 | $202.0K | 0.00% | −6−1.3% | Reduced |
| Tiemann Investment Advisors, LLC | 471 | $201.2K | 0.09% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 470 | $200.8K | 0.01% | −65−12.1% | Reduced |
| Alpha Family Trust | 470 | $200.8K | 0.12% | 00.0% | Unchanged |
| Horan Securities, Inc. | 469 | $200.3K | 0.09% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 457 | $195.3K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 457 | $195.1K | 0.07% | +75+19.6% | Added |
| Cornerstone Planning Group LLC | 491 | $192.2K | 0.06% | −8−1.6% | Reduced |
| Tortoise Investment Management, LLC | 447 | $191.0K | 0.02% | +8+1.8% | Added |
| Sentry Investment Management LLC | 447 | $191.0K | 0.08% | −91−16.9% | Reduced |
| Deseret Mutual Benefit Administrators | 439 | $187.5K | 0.09% | +133+43.5% | Added |
| Hanson & Doremus Investment Management | 433 | $185.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 433 | $185.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 427 | $182.3K | 0.11% | +378+771.4% | Added |
| GHP Investment Advisors, Inc. | 420 | $179.5K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 420 | $179.4K | 0.19% | 00.0% | Unchanged |
| CVA Family Office, LLC | 405 | $173.0K | 0.03% | −1−0.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 405 | $173.0K | 0.05% | +9+2.3% | Added |
| United Community Bank | 404 | $172.6K | 0.07% | −5−1.2% | Reduced |
| Riverview Trust Co | 390 | $166.6K | 0.16% | −2,994−88.5% | Reduced |
| Acropolis Investment Management, LLC | 384 | $164.0K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 383 | $163.7K | 0.04% | −93−19.5% | Reduced |
| State of Wyoming | 379 | $161.9K | 0.03% | +34+9.9% | Added |
| Harbor Investment Advisory, LLC | 376 | $160.6K | 0.02% | −158−29.6% | Reduced |
| Creative Financial Designs Inc | 362 | $154.6K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 359 | $153.4K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 350 | $149.5K | 0.00% | −530−60.2% | Reduced |
| FinTrust Capital Advisors, LLC | 338 | $144.4K | 0.03% | +291+619.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 334 | $142.6K | 0.03% | −3,671−91.7% | Reduced |
| Ostrum Asset Management | 320 | $136.7K | 0.01% | −24−7.0% | Reduced |
| North Star Investment Management Corp. | 307 | $131.1K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 300 | $128.2K | 0.03% | −58−16.2% | Reduced |
| Alta Advisers Ltd | 300 | $128.2K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 297 | $126.9K | 0.00% | +262+748.6% | Added |
| Westpac Banking Corp | 290 | $123.9K | 0.01% | −113−28.0% | Reduced |
| Centaurus Financial, Inc. | 280 | $120.0K | 0.01% | −2−0.7% | Reduced |
| Kimelman & Baird, LLC | 280 | $119.6K | 0.01% | +280 | New |
| Field & Main Bank | 275 | $117.5K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 274 | $117.2K | 0.05% | +36+15.1% | Added |
| Cromwell Holdings LLC | 273 | $116.6K | 0.07% | +273 | New |
| Edmond de Rothschild Holding S.A. | 269 | $114.9K | 0.00% | +269 | New |
| Kozak & Associates, Inc. | 261 | $113.1K | 0.03% | +1+0.4% | Added |
| Icon Wealth Advisors, LLC | 261 | $112.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $111.5K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 261 | $111.5K | 0.05% | 00.0% | Unchanged |
| Allianz SE | 260 | $111.1K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 260 | $111.1K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 252 | $107.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 248 | $105.9K | 0.02% | −10−3.9% | Reduced |
| Old Second National Bank of Aurora | 245 | $104.7K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 240 | $102.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 229 | $98.0K | 0.00% | +3+1.3% | Added |
| Armstrong Advisory Group, Inc | 227 | $97.0K | 0.01% | −10−4.2% | Reduced |
| Pinnacle Bancorp, Inc. | 211 | $90.1K | 0.03% | 00.0% | Unchanged |
| Motco | 205 | $87.6K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 201 | $85.9K | 0.01% | +175+673.1% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $85.4K | 0.02% | −2,700−93.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $85.0K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 191 | $81.6K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 190 | $81.2K | 0.00% | +190 | New |
| Montag A & Associates Inc | 186 | $79.5K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 181 | $77.3K | 0.06% | +181 | New |
| Laurel Wealth Advisors LLC | 176 | $75.2K | 0.01% | −33−15.8% | Reduced |
| Resources Management Corp | 165 | $71.0K | 0.01% | −100−37.7% | Reduced |
| Tompkins Financial Corp | 159 | $67.9K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $66.5K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $65.4K | 0.02% | 00.0% | Unchanged |