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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 6,237 | $2.66M | 0.12% | +2,856+84.5% | Added |
| Family Management Corp | 6,191 | $2.64M | 0.47% | +10.0% | Added |
| 1832 Asset Management L.P. | 6,148 | $2.63M | 0.00% | +1,557+33.9% | Added |
| Castellan Group, LLC | 6,116 | $2.61M | 1.24% | +310+5.3% | Added |
| Scientech Research LLC | 6,038 | $2.58M | 0.53% | +6,038 | New |
| Aviance Capital Partners, LLC | 6,007 | $2.57M | 0.37% | +7+0.1% | Added |
| CAPROCK Group, Inc. | 6,005 | $2.57M | 0.10% | +3,694+159.8% | Added |
| iA Global Asset Management Inc. | 5,927 | $2.53M | 0.05% | +526+9.7% | Added |
| IMA Wealth, Inc. | 5,920 | $2.53M | 1.12% | −97−1.6% | Reduced |
| Quantinno Capital Management LP | 5,900 | $2.52M | 0.05% | +1,016+20.8% | Added |
| Procyon Private Wealth Partners, LLC | 5,866 | $2.51M | 0.19% | +293+5.3% | Added |
| Private Advisor Group, LLC | 5,805 | $2.48M | 0.02% | −155−2.6% | Reduced |
| Securian Asset Management, Inc | 5,770 | $2.46M | 0.07% | −100−1.7% | Reduced |
| First Hawaiian Bank | 5,607 | $2.40M | 0.08% | −75−1.3% | Reduced |
| Louisiana State Employees Retirement System | 5,600 | $2.39M | 0.05% | −200−3.4% | Reduced |
| MAI Capital Management | 5,560 | $2.38M | 0.02% | +25+0.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 5,553 | $2.37M | 0.79% | +57+1.0% | Added |
| La Banque Postale Asset Management SA | 5,550 | $2.37M | 0.10% | −73−1.3% | Reduced |
| Jump Financial, LLC | 5,534 | $2.36M | 0.05% | +1,750+46.2% | Added |
| Symmetry Partners, LLC | 5,495 | $2.35M | 0.12% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 5,405 | $2.31M | 1.64% | −65−1.2% | Reduced |
| CIBC World Markets Inc. | 5,399 | $2.31M | 0.01% | +340+6.7% | Added |
| Leisure Capital Management | 5,355 | $2.29M | 1.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,227 | $2.23M | 0.18% | −60−1.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 5,216 | $2.23M | 2.12% | −93−1.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,146 | $2.20M | 0.01% | +3,917+318.7% | Added |
| Tudor Investment Corp Et Al | 5,136 | $2.19M | 0.02% | +5,136 | New |
| Cove Private Wealth, LLC | 5,123 | $2.19M | 1.75% | 00.0% | Unchanged |
| CNB Bank | 5,088 | $2.17M | 1.05% | −1,495−22.7% | Reduced |
| Oppenheimer & Co Inc | 5,083 | $2.17M | 0.03% | +84+1.7% | Added |
| New Mexico Educational Retirement Board | 5,081 | $2.17M | 0.08% | 00.0% | Unchanged |
| Auxier Asset Management | 5,081 | $2.17M | 0.34% | +680+15.5% | Added |
| BKD Wealth Advisors, LLC | 5,045 | $2.16M | 0.05% | −172−3.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,042 | $2.15M | 0.03% | +6+0.1% | Added |
| DRW Securities, LLC | 4,946 | $2.11M | 0.13% | +4,470+939.1% | Added |
| Greenleaf Trust | 4,871 | $2.08M | 0.02% | +69+1.4% | Added |
| Independent Advisor Alliance | 4,852 | $2.07M | 0.07% | +1,604+49.4% | Added |
| Meeder Advisory Services, Inc. | 4,849 | $2.07M | 0.15% | +1,686+53.3% | Added |
| Hilltop National Bank | 4,845 | $2.07M | 0.67% | +197+4.2% | Added |
| Aquatic Capital Management LLC | 4,800 | $2.05M | 0.08% | −4,360−47.6% | Reduced |
| Affinity Investment Advisors, LLC | 4,778 | $2.04M | 1.53% | −119−2.4% | Reduced |
| Oppenheimer Asset Management Inc. | 4,755 | $2.03M | 0.03% | +831+21.2% | Added |
| Peddock Capital Advisors, LLC | 4,733 | $2.02M | 0.52% | +30+0.6% | Added |
| Meiji Yasuda Life Insurance Co | 4,678 | $2.00M | 0.04% | −40−0.8% | Reduced |
| Eley Financial Management, Inc | 4,642 | $1.98M | 0.84% | −205−4.2% | Reduced |
| Graham Capital Management, L.P. | 4,605 | $1.97M | 0.07% | +3,544+334.0% | Added |
| Principal Securities, Inc. | 4,570 | $1.95M | 0.05% | +245+5.7% | Added |
| Bradley Foster & Sargent Inc | 4,550 | $1.94M | 0.04% | −430−8.6% | Reduced |
| Coastal Investment Advisors, Inc. | 4,537 | $1.94M | 0.38% | −6−0.1% | Reduced |
| Apollon Wealth Management, LLC | 4,502 | $1.92M | 0.06% | −223−4.7% | Reduced |
| E. Ohman J:or Asset Management AB | 4,500 | $1.92M | 0.05% | +300+7.1% | Added |
| Paradigm Asset Management Co LLC | 4,500 | $1.92M | 0.54% | +1,900+73.1% | Added |
| Connecticut Wealth Management, LLC | 4,492 | $1.92M | 0.10% | +13+0.3% | Added |
| TD Waterhouse Canada Inc. | 4,469 | $1.91M | 0.02% | +510+12.9% | Added |
| D.A. Davidson & Co. | 4,444 | $1.90M | 0.02% | +61+1.4% | Added |
| Ossiam | 4,425 | $1.89M | 0.04% | −19,044−81.1% | Reduced |
| United Capital Financial Advisers, LLC | 4,405 | $1.88M | 0.02% | +67+1.5% | Added |
| Quadrature Capital Ltd | 4,371 | $1.87M | 0.03% | −1,281−22.7% | Reduced |
| Cubist Systematic Strategies, LLC | 4,357 | $1.86M | 0.03% | −4,552−51.1% | Reduced |
| TruWealth Advisors, LLC | 4,289 | $1.83M | 0.12% | −336−7.3% | Reduced |
| MainStreet Investment Advisors LLC | 4,286 | $1.83M | 0.22% | −16−0.4% | Reduced |
| Quest Partners LLC | 4,279 | $1.83M | 0.25% | −562−11.6% | Reduced |
| CenterBook Partners LP | 4,278 | $1.83M | 0.11% | +361+9.2% | Added |
| Mount Yale Investment Advisors, LLC | 4,275 | $1.83M | 0.14% | −185−4.1% | Reduced |
| Rakuten Investment Management, Inc. | 4,241 | $1.83M | 0.01% | +1,538+56.9% | Added |
| Adviser Investments LLC | 4,208 | $1.80M | 0.02% | −200−4.5% | Reduced |
| Ramirez Asset Management, Inc. | 4,197 | $1.79M | 0.36% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 4,150 | $1.77M | 0.33% | +4,150 | New |
| Parallel Advisors, LLC | 4,148 | $1.77M | 0.05% | +15+0.4% | Added |
| Atria Wealth Solutions, Inc. | 4,096 | $1.75M | 0.02% | −1,298−24.1% | Reduced |
| Entropy Technologies, LP | 4,095 | $1.75M | 0.19% | −2,884−41.3% | Reduced |
| Bank Ozk | 4,094 | $1.75M | 0.76% | +461+12.7% | Added |
| Quadrant Capital Group LLC | 4,079 | $1.74M | 0.13% | +210+5.4% | Added |
| Veriti Management LLC | 4,066 | $1.74M | 0.11% | +557+15.9% | Added |
| Chicago Trust Co NA | 4,054 | $1.73M | 0.35% | +585+16.9% | Added |
| Prescott Group Capital Management, L.L.C. | 4,000 | $1.71M | 0.27% | 00.0% | Unchanged |
| BFSG, LLC | 3,957 | $1.69M | 0.21% | +2,087+111.6% | Added |
| Manchester Capital Management LLC | 3,905 | $1.67M | 0.20% | −6−0.2% | Reduced |
| Keeley-Teton Advisors, LLC | 3,883 | $1.66M | 0.21% | +16+0.4% | Added |
| Montecito Bank & Trust | 3,883 | $1.66M | 0.34% | +163+4.4% | Added |
| Covenant Partners, LLC | 3,882 | $1.66M | 0.50% | 00.0% | Unchanged |
| Allworth Financial LP | 3,966 | $1.63M | 0.01% | +2,885+266.9% | Added |
| Wetherby Asset Management Inc | 3,778 | $1.61M | 0.08% | −40−1.0% | Reduced |
| Coldstream Capital Management Inc | 3,760 | $1.61M | 0.04% | +26+0.7% | Added |
| Central Trust Co | 3,741 | $1.60M | 0.04% | +60+1.6% | Added |
| Clearstead Advisors, LLC | 3,732 | $1.59M | 0.03% | +1,330+55.4% | Added |
| Prudent Man Advisors, LLC | 3,696 | $1.58M | 0.56% | +155+4.4% | Added |
| Chemistry Wealth Management LLC | 3,696 | $1.58M | 0.41% | +190+5.4% | Added |
| Prentice Wealth Management LLC | 3,670 | $1.57M | 0.51% | −40−1.1% | Reduced |
| First Horizon Advisors, Inc. | 3,650 | $1.56M | 0.05% | −17−0.5% | Reduced |
| Simplicity Wealth,LLC | 3,632 | $1.55M | 0.04% | +895+32.7% | Added |
| Harfst & Associates, Inc. | 3,595 | $1.54M | 0.36% | +193+5.7% | Added |
| Acadian Asset Management LLC | 3,569 | $1.52M | 0.00% | +3,457+3,086.6% | Added |
| Norinchukin Bank, The | 3,556 | $1.52M | 0.04% | −14−0.4% | Reduced |
| Empirical Finance, LLC | 3,554 | $1.52M | 0.09% | −342−8.8% | Reduced |
| Beacon Pointe Advisors, LLC | 3,553 | $1.52M | 0.02% | +251+7.6% | Added |
| Wedmont Private Capital | 3,400 | $1.52M | 0.10% | +15+0.4% | Added |
| Sequoia Financial Advisors, LLC | 3,551 | $1.52M | 0.02% | +305+9.4% | Added |
| GAMMA Investing LLC | 3,548 | $1.52M | 0.21% | +2,514+243.1% | Added |
| Pensionfund Sabic | 3,500 | $1.50M | 0.44% | 00.0% | Unchanged |