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 |
|---|---|---|---|---|---|
| Gateway Advisory, LLC | 2,059 | $879.6K | 0.15% | +38+1.9% | Added |
| MorganRosel Wealth Management, LLC | 2,055 | $877.9K | 0.31% | +159+8.4% | Added |
| Stephens Inc | 2,051 | $876.0K | 0.01% | +180+9.6% | Added |
| Fielder Capital Group LLC | 2,048 | $874.7K | 0.34% | −5−0.2% | Reduced |
| AE Wealth Management LLC | 2,042 | $872.2K | 0.01% | +454+28.6% | Added |
| US Asset Management LLC | 2,023 | $864.0K | 0.78% | −82−3.9% | Reduced |
| Avantax Advisory Services, Inc. | 2,021 | $863.5K | 0.01% | +2,021 | New |
| Round Rock Advisors, LLC | 2,020 | $862.9K | 0.21% | −15−0.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,017 | $861.6K | 0.02% | +2,017 | New |
| Ballentine Partners, LLC | 2,013 | $859.9K | 0.02% | +362+21.9% | Added |
| Pacific Capital Partners Ltd | 1,998 | $853.5K | 0.56% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,995 | $852.2K | 0.02% | +1,995 | New |
| Vishria Bird Financial Group, LLC | 1,994 | $852.0K | 0.36% | +449+29.1% | Added |
| Virtus ETF Advisers LLC | 1,971 | $842.0K | 0.41% | +19+1.0% | Added |
| Atom Investors LP | 1,952 | $833.9K | 0.08% | +1,952 | New |
| Evergreen Capital Management LLC | 1,944 | $830.5K | 0.03% | +70+3.7% | Added |
| Angeles Investment Advisors, LLC | 1,942 | $829.6K | 0.04% | −151−7.2% | Reduced |
| Central Pacific Bank - Trust Division | 1,941 | $829.2K | 0.10% | +421+27.7% | Added |
| Adapt Wealth Advisors, LLC | 1,935 | $826.6K | 0.52% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,919 | $820.0K | 0.02% | +35+1.9% | Added |
| GTS Securities LLC | 1,918 | $819.4K | 0.02% | +1,918 | New |
| Wellington Management Group LLP | 1,898 | $810.8K | 0.00% | −5,065−72.7% | Reduced |
| TrinityPoint Wealth, LLC | 1,894 | $809.1K | 0.13% | +12+0.6% | Added |
| Citizens Financial Group Inc | 1,893 | $808.7K | 0.02% | +553+41.3% | Added |
| Gratus Wealth Advisors, LLC | 1,968 | $808.6K | 0.14% | +81+4.3% | Added |
| Boothbay Fund Management, LLC | 1,876 | $801.4K | 0.03% | +1,876 | New |
| IFP Advisors, Inc | 1,875 | $801.2K | 0.03% | +112+6.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,870 | $798.8K | 0.03% | −399−17.6% | Reduced |
| Quent Capital, LLC | 1,859 | $794.0K | 0.09% | +1+0.1% | Added |
| Ontario Teachers Pension Plan Board | 1,855 | $792.4K | 0.01% | −1,601−46.3% | Reduced |
| Lebenthal Global Advisors, LLC | 1,854 | $792.0K | 0.17% | +258+16.2% | Added |
| Syon Capital LLC | 1,851 | $790.9K | 0.07% | +20+1.1% | Added |
| Basepoint Wealth LLC | 1,851 | $790.9K | 0.62% | +5+0.3% | Added |
| CSS LLC | 1,850 | $790.3K | 0.06% | +400+27.6% | Added |
| Dodge & Cox | 1,827 | $780.5K | 0.00% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,827 | $780.5K | 0.00% | +145+8.6% | Added |
| Prudential PLC | 1,817 | $776.2K | 0.01% | +625+52.4% | Added |
| V-Square Quantitative Management LLC | 1,815 | $775.4K | 0.13% | −2,099−53.6% | Reduced |
| EP Wealth Advisors, LLC | 1,815 | $775.2K | 0.01% | +196+12.1% | Added |
| Snowden Capital Advisors LLC | 1,813 | $774.5K | 0.02% | +219+13.7% | Added |
| First Commonwealth Financial Corp | 1,807 | $771.9K | 0.20% | +40+2.3% | Added |
| Ci Investments Inc. | 1,803 | $770.0K | 0.00% | +104+6.1% | Added |
| Transamerica Financial Advisors, Inc. | 1,761 | $753.0K | 0.08% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,758 | $751.2K | 0.02% | −36−2.0% | Reduced |
| Legacy Trust | 1,752 | $748.4K | 0.19% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,904 | $745.5K | 0.08% | +113+6.3% | Added |
| Legacy Advisors, LLC | 1,741 | $743.7K | 0.09% | +14+0.8% | Added |
| OmniStar Financial Group, Inc. | 1,741 | $743.6K | 0.67% | +16+0.9% | Added |
| Evergreen Wealth Solutions, LLC | 1,736 | $741.4K | 0.53% | −181−9.4% | Reduced |
| Assetmark, Inc | 1,733 | $740.5K | 0.00% | +27+1.6% | Added |
| Congress Wealth Management LLC | 1,730 | $739.0K | 0.01% | +113+7.0% | Added |
| DoubleLine ETF Adviser LP | 1,721 | $735.2K | 0.19% | −78−4.3% | Reduced |
| Transcend Wealth Collective, LLC | 1,716 | $732.9K | 0.05% | +111+6.9% | Added |
| Frank, Rimerman Advisors LLC | 1,714 | $732.2K | 0.05% | +1,714 | New |
| Kestra Investment Management, LLC | 1,712 | $731.4K | 0.05% | +1,712 | New |
| Advisors Asset Management, Inc. | 1,700 | $726.2K | 0.01% | +115+7.3% | Added |
| Accel Wealth Management | 1,695 | $723.9K | 0.29% | +213+14.4% | Added |
| Grimes & Company, Inc. | 1,689 | $721.6K | 0.02% | +57+3.5% | Added |
| Brown Financial Advisors | 1,688 | $720.9K | 0.32% | +1,688 | New |
| Spinnaker Trust | 1,685 | $719.8K | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 1,677 | $716.4K | 0.03% | 00.0% | Unchanged |
| Maven Securities LTD | 1,668 | $712.6K | 0.11% | −1,520−47.7% | Reduced |
| Everpar Advisors LLC | 1,644 | $702.3K | 0.35% | +20+1.2% | Added |
| Boston Financial Mangement LLC | 1,632 | $697.2K | 0.02% | −89−5.2% | Reduced |
| J. W. Coons Advisors, LLC | 1,630 | $696.3K | 0.17% | +230+16.4% | Added |
| Ronald Blue Trust, Inc. | 1,585 | $694.9K | 0.01% | +1,083+215.7% | Added |
| Grove Bank & Trust | 1,615 | $689.9K | 0.11% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,609 | $687.3K | 0.05% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,606 | $686.1K | 0.26% | −127−7.3% | Reduced |
| Ancora Advisors, LLC | 1,603 | $684.8K | 0.02% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,600 | $683.5K | 0.04% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,597 | $682.2K | 0.12% | +167+11.7% | Added |
| Stokes Capital Advisors, LLC | 1,582 | $675.8K | 0.19% | −3−0.2% | Reduced |
| Gotham Asset Management, LLC | 1,561 | $666.8K | 0.01% | +340+27.8% | Added |
| First Citizens Bank & Trust Co | 1,556 | $664.7K | 0.01% | +13+0.8% | Added |
| Integrated Advisors Network LLC | 1,548 | $661.4K | 0.03% | −227−12.8% | Reduced |
| Kolinsky Wealth Management, LLC | 1,536 | $656.2K | 0.47% | −19−1.2% | Reduced |
| Stratos Wealth Partners, LTD. | 1,527 | $652.5K | 0.01% | −744−32.8% | Reduced |
| Berkshire Asset Management LLC | 1,521 | $649.8K | 0.03% | +492+47.8% | Added |
| Ibex Wealth Advisors | 1,520 | $649.4K | 0.10% | +164+12.1% | Added |
| Natixis | 1,518 | $648.5K | 0.00% | −17,749−92.1% | Reduced |
| Fort Point Capital Partners LLC | 1,517 | $648.0K | 0.08% | −8−0.5% | Reduced |
| 1776 Wealth LLC | 1,510 | $645.1K | 0.29% | −6−0.4% | Reduced |
| Profund Advisors LLC | 1,497 | $639.5K | 0.02% | −46−3.0% | Reduced |
| Coastal Bridge Advisors, LLC | 1,493 | $637.6K | 0.16% | +3+0.2% | Added |
| Horizon Investments, LLC | 1,497 | $637.2K | 0.02% | +21+1.4% | Added |
| Everence Capital Management Inc | 1,540 | $634.0K | 0.04% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,482 | $633.1K | 0.02% | −1,032−41.1% | Reduced |
| Wedbush Securities Inc | 1,476 | $631.0K | 0.02% | +39+2.7% | Added |
| Forum Financial Management, LP | 1,460 | $623.8K | 0.01% | +14+1.0% | Added |
| New Century Financial Group, LLC | 1,445 | $617.3K | 0.26% | +814+129.0% | Added |
| Nomura Holdings Inc | 1,437 | $613.9K | 0.00% | +637+79.6% | Added |
| Schechter Investment Advisors, LLC | 1,435 | $613.2K | 0.05% | −106−6.9% | Reduced |
| Mission Wealth Management, LP | 1,412 | $603.4K | 0.02% | +8+0.6% | Added |
| Pointe Capital Management LLC | 1,412 | $603.2K | 0.37% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,411 | $602.8K | 0.00% | −2−0.1% | Reduced |
| West Coast Financial LLC | 1,409 | $601.9K | 0.07% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,407 | $601.1K | 0.07% | −20−1.4% | Reduced |
| Lyell Wealth Management, LP | 1,404 | $599.8K | 0.06% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,390 | $593.7K | 0.01% | −55−3.8% | Reduced |