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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 152 | $64.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 150 | $64.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 148 | $63.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 146 | $62.4K | 0.04% | +43+41.7% | Added |
| West Paces Advisors Inc. | 142 | $60.7K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 140 | $59.8K | 0.01% | +140 | New |
| Byrne Asset Management LLC | 138 | $59.4K | 0.04% | – | – |
| First Financial Corp | 138 | $59.0K | 0.03% | −60−30.3% | Reduced |
| Financial Perspectives, Inc | 137 | $58.7K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 137 | $58.6K | 0.02% | +137 | New |
| Pacific Capital Wealth Advisors, Inc | 135 | $57.7K | 0.01% | −8−5.6% | Reduced |
| Global Financial Private Client, LLC | 133 | $56.8K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 132 | $56.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 132 | $56.4K | 0.00% | −86−39.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 131 | $55.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 129 | $55.1K | 0.00% | −11−7.9% | Reduced |
| Tobam | 129 | $55.0K | 0.01% | −26−16.8% | Reduced |
| Westend Capital Management, LLC | 129 | $55.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 116 | $50.0K | 0.01% | +63+118.9% | Added |
| Covestor Ltd | 113 | $48.0K | 0.03% | +39+52.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $47.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 108 | $46.1K | 0.00% | +54+100.0% | Added |
| American National Bank | 106 | $45.3K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $44.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 101 | $43.1K | 0.00% | +8+8.6% | Added |
| Lowe Wealth Advisors, LLC | 100 | $42.7K | 0.02% | −67−40.1% | Reduced |
| ICA Group Wealth Management, LLC | 100 | $42.7K | 0.03% | −37−27.0% | Reduced |
| Delta Asset Management LLC | 100 | $42.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $42.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 97 | $41.4K | 0.00% | −40−29.2% | Reduced |
| Bell Investment Advisors, Inc | 93 | $39.7K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 88 | $37.6K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 86 | $37.0K | 0.01% | +9+11.7% | Added |
| Abound Wealth Management | 83 | $35.5K | 0.01% | −3−3.5% | Reduced |
| Opal Wealth Advisors, LLC | 83 | $35.5K | 0.01% | +83 | New |
| Twin Lakes Capital Management, LLC | 80 | $34.2K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 79 | $33.7K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 78 | $31.1K | 0.00% | −2−2.5% | Reduced |
| Annapolis Financial Services, LLC | 72 | $30.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 70 | $29.9K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 69 | $29.5K | 0.00% | −12−14.8% | Reduced |
| WFA of San Diego, LLC | 68 | $29.0K | 0.03% | +68 | New |
| Hantz Financial Services, Inc. | 68 | $29.0K | 0.00% | −20−22.7% | Reduced |
| Roble, Belko & Company, Inc | 69 | $29.0K | 0.00% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 12,690 | $29.0K | 0.00% | +12,690 | New |
| Bank & Trust Co | 67 | $28.6K | 0.02% | +67 | New |
| Mascoma Wealth Management LLC | 66 | $28.2K | 0.01% | +40+153.8% | Added |
| Redmont Wealth Advisors LLC | 65 | $27.8K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 64 | $27.3K | 0.00% | −40−38.5% | Reduced |
| Key Financial Inc | 61 | $26.1K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 60 | $25.6K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 60 | $25.6K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 60 | $25.6K | 0.02% | +60 | New |
| DiNuzzo Private Wealth, Inc. | 59 | $25.2K | 0.00% | +43+268.8% | Added |
| Westside Investment Management, Inc. | 58 | $24.8K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 56 | $23.9K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 55 | $23.5K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 55 | $23.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 54 | $23.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 56 | $23.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 53 | $22.6K | 0.02% | +6+12.8% | Added |
| Versant Capital Management, Inc | 53 | $22.6K | 0.01% | +25+89.3% | Added |
| PFS Partners, LLC | 50 | $21.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $21.4K | 0.00% | +50 | New |
| Founders Capital Management | 48 | $20.5K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 48 | $20.5K | 0.00% | +48 | New |
| Solstein Capital, LLC | 46 | $19.7K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 42 | $17.9K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 41 | $17.5K | 0.01% | +41 | New |
| REAP Financial Group, LLC | 40 | $17.1K | 0.00% | −3−7.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 40 | $17.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 39 | $16.7K | 0.01% | +19+95.0% | Added |
| Rise Advisors, LLC | 37 | $15.9K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 37 | $15.8K | 0.01% | −20−35.1% | Reduced |
| Raffa Wealth Management, LLC | 36 | $15.4K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 34 | $14.5K | 0.01% | −1−2.9% | Reduced |
| Prestige Wealth Management Group LLC | 32 | $13.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 31 | $13.0K | 0.00% | −559−94.7% | Reduced |
| Sachetta, LLC | 30 | $13.0K | 0.01% | +13+76.5% | Added |
| MCF Advisors LLC | 30 | $12.8K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 30 | $12.6K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $12.3K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 27 | $11.5K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 27 | $11.5K | 0.01% | +27 | New |
| Salomon & Ludwin, LLC | 26 | $11.1K | 0.00% | −154−85.6% | Reduced |
| JNBA Financial Advisors | 26 | $11.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 26 | $11.1K | 0.00% | +8+44.4% | Added |
| Winch Advisory Services, LLC | 26 | $11.1K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 26 | $11.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 25 | $10.8K | 0.00% | +17+212.5% | Added |
| Bruce G. Allen Investments, LLC | 25 | $10.7K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 23 | $9.82K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 22 | $9.40K | 0.00% | −7−24.1% | Reduced |
| Country Trust Bank | 22 | $9.40K | 0.00% | +22 | New |
| Sugarloaf Wealth Management, LLC | 21 | $8.97K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $8.54K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 20 | $8.54K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $8.54K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 20 | $8.54K | 0.00% | +20 | New |
| Strategic Investment Solutions, Inc. | 31 | $8.20K | 0.00% | +31 | New |