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 |
|---|---|---|---|---|---|
| SpiderRock Advisors, LLC | 1,370 | $585.4K | 0.02% | +656+91.9% | Added |
| Insight Advisors, LLC | 1,369 | $584.8K | 0.11% | −98−6.7% | Reduced |
| Checchi Capital Advisers, LLC | 1,350 | $576.7K | 0.05% | +8+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 1,343 | $573.7K | 0.04% | +724+117.0% | Added |
| Gladstone Institutional Advisory LLC | 1,332 | $569.0K | 0.03% | −46−3.3% | Reduced |
| Pinnacle Financial Partners Inc | 1,331 | $568.6K | 0.01% | −3−0.2% | Reduced |
| Charter Oak Capital Management, LLC | 1,327 | $566.9K | 0.06% | −60−4.3% | Reduced |
| Catalyst Financial Partners LLC | 1,320 | $563.9K | 0.12% | +63+5.0% | Added |
| Northcape Wealth Management, LLC | 1,317 | $562.6K | 0.20% | 00.0% | Unchanged |
| Old Port Advisors | 1,316 | $562.2K | 0.17% | +16+1.2% | Added |
| Arlington Trust Co LLC | 1,302 | $556.2K | 0.13% | −20−1.5% | Reduced |
| Gabelli Funds LLC | 1,300 | $555.3K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,300 | $555.3K | 0.07% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,295 | $553.2K | 0.02% | −88−6.4% | Reduced |
| Premier Path Wealth Partners, LLC | 1,283 | $548.1K | 0.09% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,280 | $546.8K | 0.10% | +440+52.4% | Added |
| Perritt Capital Management Inc | 1,270 | $542.6K | 0.30% | +9+0.7% | Added |
| McLean Asset Management Corp | 1,225 | $539.7K | 0.17% | −60−4.7% | Reduced |
| Petrus Trust Company, LTA | 1,260 | $538.3K | 0.05% | +707+127.8% | Added |
| Paloma Partners Management Co | 1,253 | $535.3K | 0.05% | −1,472−54.0% | Reduced |
| Trust Asset Management LLC | 1,230 | $525.4K | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,224 | $522.9K | 0.00% | −1−0.1% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $521.2K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,219 | $520.9K | 0.04% | +303+33.1% | Added |
| Bridgefront Capital, LLC | 1,216 | $519.5K | 0.22% | +659+118.3% | Added |
| Focus Financial Network, Inc. | 1,230 | $518.3K | 0.02% | +164+15.4% | Added |
| Green Harvest Asset Management LLC | 1,213 | $518.2K | 0.01% | +695+134.2% | Added |
| Modera Wealth Management, LLC | 1,211 | $517.3K | 0.01% | +8+0.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,209 | $517.1K | 0.02% | +1,209 | New |
| Beacon Financial Group | 1,209 | $516.5K | 0.06% | −76−5.9% | Reduced |
| Smartleaf Asset Management LLC | 1,197 | $515.4K | 0.08% | +948+380.7% | Added |
| Weil Company, Inc. | 1,200 | $512.6K | 0.19% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,187 | $507.1K | 0.01% | −3−0.3% | Reduced |
| PFG Investments, LLC | 1,182 | $505.1K | 0.04% | −113−8.7% | Reduced |
| Invesco, LLC | 1,179 | $503.7K | 0.21% | −4−0.3% | Reduced |
| Guinness Asset Management LTD | 1,169 | $499.4K | 0.01% | −98−7.7% | Reduced |
| Sage Mountain Advisors LLC | 1,169 | $499.4K | 0.05% | +50+4.5% | Added |
| Plimoth Trust Co LLC | 1,165 | $497.7K | 0.13% | −50−4.1% | Reduced |
| Valeo Financial Advisors, LLC | 1,161 | $496.0K | 0.02% | −52−4.3% | Reduced |
| Warren Averett Asset Management, LLC | 1,160 | $495.5K | 0.01% | +357+44.5% | Added |
| Clarius Group, LLC | 1,158 | $494.7K | 0.04% | −50−4.1% | Reduced |
| FFT Wealth Management LLC | 1,157 | $494.0K | 0.04% | +1+0.1% | Added |
| Loomis Sayles & Co L P | 1,153 | $493.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,151 | $491.7K | 0.02% | −109−8.7% | Reduced |
| Larson Financial Group LLC | 1,150 | $491.4K | 0.03% | +99+9.4% | Added |
| Contravisory Investment Management, Inc. | 1,141 | $487.4K | 0.11% | −1−0.1% | Reduced |
| Bryn Mawr Trust Co | 1,141 | $487.3K | 0.02% | +1+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,126 | $481.0K | 0.01% | −40−3.4% | Reduced |
| Enzi Wealth | 1,110 | $479.7K | 0.21% | 00.0% | Unchanged |
| Bailard, Inc. | 1,119 | $478.0K | 0.01% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,112 | $475.0K | 2.56% | −20−1.8% | Reduced |
| Burt Wealth Advisors | 1,111 | $474.6K | 0.13% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 1,101 | $470.3K | 0.03% | 00.0% | Unchanged |
| LMR Partners LLP | 1,095 | $467.8K | 0.01% | +1,095 | New |
| First Business Financial Services, Inc. | 1,093 | $466.9K | 0.05% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,091 | $466.0K | 0.41% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,088 | $464.9K | 0.04% | −5,954−84.5% | Reduced |
| Karpas Strategies, LLC | 1,075 | $459.2K | 0.14% | +15+1.4% | Added |
| Invst, LLC | 1,077 | $458.9K | 0.05% | +6+0.6% | Added |
| Everett Harris & Co | 1,072 | $457.9K | 0.01% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 1,067 | $455.8K | 0.04% | +91+9.3% | Added |
| Cigna Investments Inc | 1,065 | $455.0K | 0.08% | −11−1.0% | Reduced |
| Evercore Wealth Management, LLC | 1,065 | $455.0K | 0.01% | −14−1.3% | Reduced |
| Wesbanco Bank Inc | 1,064 | $454.5K | 0.02% | +465+77.6% | Added |
| Cetera Trust Company, N.A | 1,050 | $448.6K | 0.28% | −50−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,045 | $446.4K | 0.02% | −39−3.6% | Reduced |
| Park Place Capital Corp | 1,038 | $443.4K | 0.14% | −823−44.2% | Reduced |
| Ransom Advisory, Ltd | 1,038 | $443.4K | 0.22% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,035 | $442.1K | 0.07% | −235−18.5% | Reduced |
| Sunflower Bank, N.A. | 1,035 | $442.1K | 0.10% | −80−7.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,031 | $440.5K | 0.01% | +180+21.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,029 | $440.0K | 0.01% | −36−3.4% | Reduced |
| Woodmont Investment Counsel LLC | 1,026 | $438.3K | 0.04% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 1,020 | $435.7K | 0.21% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,019 | $435.3K | 0.08% | 00.0% | Unchanged |
| Balentine LLC | 1,017 | $434.5K | 0.02% | −1,521−59.9% | Reduced |
| EverSource Wealth Advisors, LLC | 998 | $429.6K | 0.03% | +304+43.8% | Added |
| Legacy Capital Wealth Partners, LLC | 1,002 | $428.0K | 0.11% | +1,002 | New |
| Van Strum & Towne Inc. | 1,000 | $427.2K | 0.16% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $427.2K | 0.07% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $427.2K | 0.27% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 1,000 | $427.2K | 0.09% | +20+2.0% | Added |
| Fort Sheridan Advisors LLC | 1,000 | $427.2K | 0.07% | +1,000 | New |
| LM Advisors LLC | 1,000 | $427.0K | 0.00% | −896−47.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 999 | $426.8K | 0.06% | +1+0.1% | Added |
| Ellevest, Inc. | 999 | $426.8K | 0.03% | +999 | New |
| Fort Washington Investment Advisors Inc | 993 | $424.2K | 0.00% | −284−22.2% | Reduced |
| M Holdings Securities, Inc. | 981 | $419.0K | 0.05% | +981 | New |
| Keel Point, LLC | 1,022 | $417.2K | 0.04% | −182−15.1% | Reduced |
| Merit Financial Group, LLC | 976 | $417.1K | 0.01% | +69+7.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 976 | $416.9K | 0.06% | −1−0.1% | Reduced |
| MV Capital Management, Inc. | 975 | $416.5K | 0.05% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 975 | $416.4K | 0.01% | −37−3.7% | Reduced |
| Rothschild Investment LLC | 974 | $416.1K | 0.03% | +6+0.6% | Added |
| Emprise Bank | 969 | $413.9K | 0.26% | −56−5.5% | Reduced |
| Financial Insights, Inc. | 966 | $412.7K | 0.11% | −81−7.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 965 | $412.2K | 0.08% | +55+6.0% | Added |
| Summit Global Investments | 965 | $412.0K | 0.03% | −1−0.1% | Reduced |
| Johnson Financial Group, Inc. | 963 | $411.4K | 0.02% | −75−7.2% | Reduced |
| Hills Bank & Trust Co | 959 | $409.7K | 0.03% | 00.0% | Unchanged |