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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 3,491 | $1.49M | 0.23% | +3,006+619.8% | Added |
| Resources Investment Advisors, LLC. | 3,487 | $1.49M | 0.02% | +1,121+47.4% | Added |
| Donoghue Forlines LLC | 3,465 | $1.48M | 0.42% | +3,465 | New |
| Mesirow Financial Investment Management, Inc. | 3,459 | $1.48M | 0.03% | +351+11.3% | Added |
| Global Retirement Partners, LLC | 3,431 | $1.47M | 0.05% | +2,280+198.1% | Added |
| Metis Global Partners, LLC | 3,400 | $1.45M | 0.05% | −30−0.9% | Reduced |
| Walleye Capital LLC | 3,399 | $1.45M | 0.02% | +1,398+69.9% | Added |
| Letson Investment Management, Inc. | 3,381 | $1.44M | 0.64% | 00.0% | Unchanged |
| Vestcor Inc | 3,378 | $1.44M | 0.05% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,378 | $1.44M | 0.11% | +1,144+51.2% | Added |
| Qtron Investments LLC | 3,377 | $1.44M | 0.21% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,364 | $1.44M | 0.10% | +206+6.5% | Added |
| NewEdge Wealth, LLC | 3,351 | $1.43M | 0.03% | −439−11.6% | Reduced |
| NEOS Investment Management LLC | 3,344 | $1.43M | 0.06% | +996+42.4% | Added |
| New Millennium Group LLC | 3,315 | $1.42M | 0.92% | +3,315 | New |
| Jacobi Capital Management LLC | 3,299 | $1.41M | 0.12% | +87+2.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,263 | $1.39M | 0.06% | +124+4.0% | Added |
| Financial Advocates Investment Management | 3,238 | $1.38M | 0.09% | −236−6.8% | Reduced |
| We Are One Seven, LLC | 3,222 | $1.38M | 0.07% | +2,132+195.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,209 | $1.37M | 0.05% | −270−7.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,204 | $1.37M | 0.09% | −103−3.1% | Reduced |
| Fiduciary Trust Co | 3,199 | $1.37M | 0.02% | −29−0.9% | Reduced |
| Toroso Investments, LLC | 3,195 | $1.36M | 0.02% | +42+1.3% | Added |
| Pring Turner Capital Group Inc | 3,176 | $1.36M | 0.95% | 00.0% | Unchanged |
| Pitcairn Co | 3,169 | $1.35M | 0.08% | +147+4.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,161 | $1.35M | 0.03% | −18−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 3,135 | $1.34M | 0.10% | −24−0.8% | Reduced |
| CWM, LLC | 3,134 | $1.34M | 0.01% | +6+0.2% | Added |
| Chilton Investment Co LLC | 3,125 | $1.33M | 0.04% | −8−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,122 | $1.33M | 0.01% | +920+41.8% | Added |
| Hilltop Partners LLC | 3,122 | $1.33M | 0.49% | −49−1.5% | Reduced |
| National Asset Management, Inc. | 3,119 | $1.33M | 0.03% | −1,119−26.4% | Reduced |
| Palisade Asset Management, LLC | 3,109 | $1.33M | 0.14% | 00.0% | Unchanged |
| Courier Capital LLC | 3,090 | $1.32M | 0.10% | 00.0% | Unchanged |
| Searle & Co. | 3,079 | $1.32M | 0.31% | +1,610+109.6% | Added |
| Redwood Investment Management, LLC | 3,342 | $1.31M | 0.11% | −199−5.6% | Reduced |
| Verition Fund Management LLC | 3,070 | $1.31M | 0.01% | −2,235−42.1% | Reduced |
| Trust Co of Vermont | 3,040 | $1.30M | 0.07% | −21−0.7% | Reduced |
| Machina Capital S.A.S. | 3,027 | $1.29M | 0.58% | +3,027 | New |
| HB Wealth Management, LLC | 2,953 | $1.26M | 0.01% | +182+6.6% | Added |
| RFG Advisory, LLC | 2,938 | $1.25M | 0.04% | −167−5.4% | Reduced |
| Vinva Investment Management Ltd | 2,887 | $1.24M | 0.06% | −284−9.0% | Reduced |
| Sabal Trust CO | 2,896 | $1.24M | 0.07% | −25−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 2,891 | $1.24M | 0.02% | −246−7.8% | Reduced |
| Sandy Cove Advisors, LLC | 2,882 | $1.23M | 0.55% | −8−0.3% | Reduced |
| Zhang Financial LLC | 2,876 | $1.23M | 0.09% | +197+7.4% | Added |
| M. Kulyk & Associates, LLC | 2,874 | $1.23M | 0.29% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,858 | $1.22M | 0.13% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 2,843 | $1.21M | 0.43% | +2,843 | New |
| Integrated Wealth Concepts LLC | 2,838 | $1.21M | 0.02% | +127+4.7% | Added |
| Kingsview Wealth Management, LLC | 2,808 | $1.20M | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 2,781 | $1.19M | 0.08% | −1,272−31.4% | Reduced |
| Synovus Financial Corp | 2,774 | $1.19M | 0.02% | −32−1.1% | Reduced |
| Bleakley Financial Group, LLC | 2,770 | $1.18M | 0.03% | +12+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 2,768 | $1.18M | 0.06% | +100+3.7% | 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 |
| Heartland Bank & Trust Co | 2,755 | $1.18M | 0.67% | +24+0.9% | Added |
| Walleye Trading LLC | 2,735 | $1.17M | 0.02% | +2,722+20,938.5% | Added |
| Tiaa Trust, National Association | 2,725 | $1.16M | 0.00% | −337−11.0% | Reduced |
| Huntington National Bank | 2,716 | $1.16M | 0.01% | −82−2.9% | Reduced |
| HighPoint Advisor Group LLC | 2,681 | $1.16M | 0.07% | +25+0.9% | Added |
| Personal Cfo Solutions, LLC | 2,699 | $1.15M | 0.18% | +37+1.4% | Added |
| Camden Capital, LLC | 2,691 | $1.15M | 0.09% | +214+8.6% | Added |
| HM Payson & Co | 2,670 | $1.14M | 0.02% | +7+0.3% | Added |
| EPG Wealth Management LLC | 0 | $1.13M | 0.26% | −2,598−100.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,620 | $1.12M | 0.06% | −7,425−73.9% | Reduced |
| Gator Capital Management, LLC | 2,600 | $1.11M | 0.56% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 2,600 | $1.11M | 0.39% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,589 | $1.11M | 0.04% | +540+26.4% | Added |
| Jacobs Levy Equity Management, Inc | 2,564 | $1.10M | 0.00% | −130−4.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,559 | $1.09M | 0.05% | +282+12.4% | Added |
| Brendel Financial Advisors LLC | 2,544 | $1.09M | 0.69% | +10+0.4% | Added |
| Signaturefd, LLC | 2,526 | $1.08M | 0.02% | +230+10.0% | Added |
| Anfield Capital Management, LLC | 2,525 | $1.08M | 0.52% | −361−12.5% | Reduced |
| Eqis Capital Management, Inc. | 2,520 | $1.08M | 0.09% | +5+0.2% | Added |
| Umb Bank N A | 2,489 | $1.06M | 0.02% | +50+2.1% | Added |
| Lake Street Advisors Group, LLC | 2,489 | $1.06M | 0.05% | −17−0.7% | Reduced |
| Cavalier Investments, LLC | 2,479 | $1.06M | 0.33% | +62+2.6% | Added |
| Vectors Research Management, LLC | 2,480 | $1.06M | 0.33% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 2,470 | $1.06M | 0.00% | 00.0% | Unchanged |
| Skba Capital Management LLC | 2,445 | $1.04M | 0.17% | −130−5.0% | Reduced |
| Copperwynd Financial, LLC | 2,427 | $1.04M | 0.34% | +118+5.1% | Added |
| Caldwell Trust Co | 2,373 | $1.01M | 0.11% | +559+30.8% | Added |
| Legacy Capital Group California, Inc. | 2,368 | $1.01M | 0.36% | −76−3.1% | Reduced |
| Old North State Trust, LLC | 2,345 | $1.00M | 0.87% | +79+3.5% | Added |
| Kinneret Advisory, LLC | 2,312 | $987.7K | 0.09% | +2,312 | New |
| Two Sigma Securities, LLC | 2,252 | $962.0K | 0.05% | −304−11.9% | Reduced |
| Mather Group, LLC. | 2,162 | $947.9K | 0.01% | +19+0.9% | Added |
| Lindbrook Capital, LLC | 2,202 | $940.7K | 0.09% | +12+0.5% | Added |
| Unigestion Holding SA | 2,465 | $936.3K | 0.05% | −1,971−44.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,191 | $936.1K | 0.04% | +24+1.1% | Added |
| FJ Capital Management LLC | 2,170 | $927.0K | 0.10% | +2,170 | New |
| Capstone Investment Advisors, LLC | 2,169 | $926.6K | 0.02% | −1,159−34.8% | Reduced |
| Pettee Investors, Inc. | 2,150 | $918.5K | 0.44% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,140 | $914.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $895.0K | 0.23% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,086 | $891.2K | 0.12% | +89+4.5% | Added |
| Oak Thistle LLC | 2,076 | $886.8K | 0.66% | +2,076 | New |
| Belpointe Asset Management LLC | 2,068 | $883.6K | 0.06% | +282+15.8% | Added |