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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 957 | $408.7K | 0.15% | +23+2.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 956 | $408.4K | 0.00% | −1,951−67.1% | Reduced |
| Harbour Investments, Inc. | 954 | $407.5K | 0.01% | −6−0.6% | Reduced |
| ERn Financial, LLC | 951 | $406.3K | 0.07% | −820−46.3% | Reduced |
| First Bank & Trust | 936 | $399.9K | 0.08% | +2+0.2% | Added |
| Ignite Planners, LLC | 916 | $395.9K | 0.10% | +18+2.0% | Added |
| BLB&B Advisors, LLC | 923 | $394.3K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 922 | $393.9K | 0.03% | +922 | New |
| Daymark Wealth Partners, LLC | 920 | $393.0K | 0.02% | +97+11.8% | Added |
| Sunbelt Securities, Inc. | 917 | $391.9K | 0.04% | −5−0.5% | Reduced |
| Tradition Wealth Management, LLC | 913 | $390.1K | 0.04% | +3+0.3% | Added |
| Beaton Management Co. Inc. | 910 | $389.0K | 0.21% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 909 | $388.1K | 0.10% | +27+3.1% | Added |
| Cambridge Financial Group, LLC | 906 | $387.0K | 0.18% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 901 | $384.0K | 0.15% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 889 | $379.8K | 0.13% | 00.0% | Unchanged |
| Rockland Trust Co | 887 | $378.9K | 0.02% | +36+4.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 885 | $378.1K | 0.26% | +885 | New |
| Busey Wealth Management | 885 | $378.1K | 0.01% | −149−14.4% | Reduced |
| Skopos Labs, Inc. | 868 | $377.4K | 0.16% | 00.0% | Unchanged |
| Colonial Trust Co | 875 | $376.5K | 0.07% | −11,341−92.8% | Reduced |
| Farther Finance Advisors, LLC | 883 | $376.4K | 0.02% | +360+68.8% | Added |
| Hengehold Capital Management LLC | 875 | $373.8K | 0.04% | −1−0.1% | Reduced |
| IFG Advisory, LLC | 874 | $373.4K | 0.02% | +874 | New |
| Park National Corp | 874 | $373.4K | 0.01% | 00.0% | Unchanged |
| Renaissance Group LLC | 869 | $371.2K | 0.01% | −20−2.2% | Reduced |
| Parkside Financial Bank & Trust | 866 | $369.9K | 0.06% | +86+11.0% | Added |
| HBK Sorce Advisory LLC | 866 | $369.9K | 0.01% | +62+7.7% | Added |
| Geller Advisors LLC | 859 | $367.0K | 0.03% | +22+2.6% | Added |
| XTX Topco Ltd | 858 | $366.5K | 0.03% | −416−32.7% | Reduced |
| GeoWealth Management, LLC | 854 | $364.8K | 0.02% | +156+22.3% | Added |
| Journey Strategic Wealth LLC | 854 | $364.8K | 0.02% | +854 | New |
| Canal Capital Management, LLC | 850 | $363.2K | 0.06% | +3+0.4% | Added |
| Whittier Trust Co | 847 | $361.8K | 0.01% | −95−10.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 846 | $361.0K | 0.13% | +846 | New |
| 3Chopt Investment Partners, LLC | 842 | $359.7K | 0.11% | +842 | New |
| Sendero Wealth Management, LLC | 840 | $358.8K | 0.06% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 839 | $358.4K | 0.00% | −10,928−92.9% | Reduced |
| Pearl River Capital, LLC | 837 | $357.6K | 0.06% | +837 | New |
| NBC Securities, Inc. | 836 | $357.0K | 0.03% | +98+13.3% | Added |
| Modern Wealth Management, LLC | 832 | $355.5K | 0.03% | +16+2.0% | Added |
| Gallacher Capital Management LLC | 832 | $355.3K | 0.19% | +340+69.1% | Added |
| Aptus Capital Advisors, LLC | 830 | $354.6K | 0.01% | +36+4.5% | Added |
| Voya Financial Advisors, Inc. | 823 | $354.2K | 0.04% | −33−3.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 829 | $354.1K | 0.14% | −613−42.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 828 | $353.7K | 0.01% | +828 | New |
| ROI Financial Advisors, LLC | 823 | $351.7K | 0.26% | +78+10.5% | Added |
| Waldron Private Wealth LLC | 819 | $349.9K | 0.02% | +15+1.9% | Added |
| Great Waters Wealth Management | 819 | $349.7K | 0.05% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 814 | $348.0K | 0.20% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 812 | $346.9K | 0.01% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 805 | $343.0K | 0.06% | +805 | New |
| Smithfield Trust Co | 803 | $343.0K | 0.02% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 800 | $341.8K | 0.15% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 793 | $339.0K | 0.02% | −19−2.3% | Reduced |
| Wilkins Investment Counsel Inc | 790 | $337.5K | 0.05% | 00.0% | Unchanged |
| Csenge Advisory Group | 789 | $337.2K | 0.02% | −39−4.7% | Reduced |
| Pin Oak Investment Advisors Inc | 788 | $337.0K | 0.32% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 785 | $335.0K | 0.01% | +258+49.0% | Added |
| First Nebraska Trust Co | 784 | $334.9K | 0.03% | 00.0% | Unchanged |
| Renasant Bank | 780 | $333.2K | 0.23% | −678−46.5% | Reduced |
| Dakota Wealth Management | 776 | $331.5K | 0.01% | −7−0.9% | Reduced |
| PDS Planning, Inc | 776 | $331.5K | 0.03% | +1+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 772 | $329.8K | 0.16% | 00.0% | Unchanged |
| Brighton Jones LLC | 771 | $329.3K | 0.01% | +94+13.9% | Added |
| Hilltop Holdings Inc. | 767 | $327.7K | 0.04% | +6+0.8% | Added |
| Buckingham Strategic Partners | 762 | $325.6K | 0.01% | −715−48.4% | Reduced |
| Hyman Charles D | 755 | $323.0K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 755 | $322.5K | 0.15% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 752 | $321.2K | 0.08% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 750 | $320.4K | 0.00% | −12−1.6% | Reduced |
| Spire Wealth Management | 737 | $314.8K | 0.01% | +2+0.3% | Added |
| Quarry LP | 731 | $312.3K | 0.13% | +726+14,520.0% | Added |
| Aaron Wealth Advisors | 730 | $311.8K | 0.04% | +37+5.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 728 | $311.0K | 0.03% | −16−2.2% | Reduced |
| Founders Financial Securities LLC | 724 | $309.3K | 0.03% | +254+54.0% | Added |
| Fukoku Mutual Life Insurance Co | 723 | $308.9K | 0.02% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 720 | $307.6K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 719 | $307.2K | 0.03% | +67+10.3% | Added |
| Midland Wealth Advisors LLC | 718 | $306.7K | 0.02% | −145−16.8% | Reduced |
| Kathmere Capital Management, LLC | 712 | $304.2K | 0.03% | 00.0% | Unchanged |
| Ledyard National Bank | 710 | $303.3K | 0.03% | −16−2.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 708 | $302.5K | 0.12% | −400−36.1% | Reduced |
| Catalina Capital Group, LLC | 705 | $301.2K | 0.11% | +52+8.0% | Added |
| Carr Financial Group Corp | 705 | $301.2K | 0.10% | +57+8.8% | Added |
| Chesapeake Wealth Management | 704 | $300.7K | 0.11% | −36−4.9% | Reduced |
| Peapack Gladstone Financial Corp | 702 | $300.0K | 0.00% | −56−7.4% | Reduced |
| Miracle Mile Advisors, LLC | 701 | $299.5K | 0.01% | −17−2.4% | Reduced |
| J.W. Cole Advisors, Inc. | 698 | $298.1K | 0.01% | +105+17.7% | Added |
| Portside Wealth Group, LLC | 697 | $297.8K | 0.06% | +25+3.7% | Added |
| Wellington Wealth Strategies, LLC. | 690 | $294.8K | 1.26% | +690 | New |
| Whalerock Point Partners, LLC | 687 | $293.5K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 684 | $292.2K | 0.03% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 6,840 | $289.5K | 0.11% | +6,264+1,087.5% | Added |
| WealthTrust Axiom LLC | 675 | $288.4K | 0.10% | 00.0% | Unchanged |
| MQS Management LLC | 673 | $287.5K | 0.17% | −825−55.1% | Reduced |
| American Trust | 670 | $286.2K | 0.02% | −128−16.0% | Reduced |
| Essex Financial Services, Inc. | 714 | $286.0K | 0.02% | +60+9.2% | Added |
| Stock Yards Bank & Trust Co | 669 | $285.8K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 668 | $285.5K | 0.03% | +25+3.9% | Added |