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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, Q3 2024

Institutional positions in Ameriprise Financial Inc as of Sep 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
1,267
+31 vs. Q2 2024
Shares held
82.8M
+7.73M (+10.3%) vs. Q2 2024
Total value
$38.8B
+$6.79B (+21.2%) vs. Q2 2024
New holders
111
427 more added
Sold out
80
459 more reduced

14 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,267 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ3 2024: $38.8B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q2 2024.

Institutions holding AMP in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$60.00%0Unchanged
Y.D. More Investments Ltd55$700.00%+2+3.8%Added
NewSquare Capital LLC1$2800.00%00.0%Unchanged
Chesapeake Asset Management LLC1$4690.00%+1New
JDM Financial Group LLC1$4700.00%+1New
Private Wealth Management Group, LLC1$4700.00%+1New
Ruedi Wealth Management, Inc.2$9400.00%−3−60.0%Reduced
NVWM, LLC2$9400.00%−1−33.3%Reduced
Riggs Asset Managment Co. Inc.2$9400.00%00.0%Unchanged
WestEnd Advisors, LLC2$9400.00%00.0%Unchanged
Core Alternative Capital2$9400.00%00.0%Unchanged
PEAK6 Investments LLC2$1.01K0.00%−1−33.3%Reduced
Hoey Investments, Inc3$1.28K0.00%00.0%Unchanged
IAG Wealth Partners, LLC3$1.31K0.00%−5−62.5%Reduced
Signature Resources Capital Management, LLC3$1.41K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton3$1.41K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.4$1.88K0.00%00.0%Unchanged
Talon Private Wealth, LLC4$1.88K0.00%+4New
Aspect Partners, LLC5$2.35K0.00%00.0%Unchanged
Tucker Asset Management LLC6$2.82K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC6$2.82K0.00%+6New
Union Savings Bank7$3.29K0.00%+7New
Strengthening Families & Communities, LLC7$3.29K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC7$3.29K0.01%+7New
ClariVest Asset Management LLC8$3.42K0.00%00.0%Unchanged
Darwin Advisors, LLC8$3.63K0.00%+8New
Sanctuary Wealth Management, L.L.C.8$3.76K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.8$4.00K0.00%00.0%Unchanged
Granite FO LLC9$4.23K0.00%+9New
TD Capital Management LLC9$4.25K0.00%+6+200.0%Added
Brown, Lisle/Cummings, Inc.10$4.70K0.00%00.0%Unchanged
Highline Wealth Partners LLC10$4.70K0.00%+3+42.9%Added
Godsey & Gibb Associates11$5.17K0.00%00.0%Unchanged
TFC Financial Management11$5.18K0.00%00.0%Unchanged
Caitlin John, LLC9$5.30K0.00%00.0%Unchanged
Atlas Capital Advisors LLC12$5.64K0.00%00.0%Unchanged
Addison Advisors LLC12$5.64K0.00%00.0%Unchanged
Fairman Group, LLC12$5.64K0.01%00.0%Unchanged
Center for Financial Planning, Inc.13$6.11K0.00%00.0%Unchanged
South State Corp.14$6.58K0.00%00.0%Unchanged
Silicon Valley Capital Partners15$6.89K0.00%00.0%Unchanged
Avion Wealth15$7.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC16$7.36K0.00%−2−11.1%Reduced
Winch Advisory Services, LLC16$7.52K0.00%−10−38.5%Reduced
Sachetta, LLC16$7.52K0.00%−14−46.7%Reduced
Dunhill Financial, LLC16$7.60K0.00%00.0%Unchanged
Sittner & Nelson, LLC17$7.99K0.00%00.0%Unchanged
City State Bank17$7.99K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC17$7.99K0.01%+6+54.5%Added
Capital Advisors, Ltd. LLC18$8.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC18$8.46K0.00%−8−30.8%Reduced
Glen Eagle Advisors, LLC18$8.46K0.00%00.0%Unchanged
Naples Money Management LLC19$8.93K0.01%00.0%Unchanged
Coppell Advisory Solutions LLC20$9.37K0.00%00.0%Unchanged
Cedar Wealth Management, LLC20$9.40K0.00%00.0%Unchanged
SJS Investment Consulting Inc.20$9.40K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC21$9.87K0.00%00.0%Unchanged
Flaharty Asset Management, LLC21$9.87K0.00%+21New
Beacon Capital Management, LLC21$9.87K0.00%+21New
GPS Wealth Strategies Group, LLC22$10.3K0.00%00.0%Unchanged
Operose Advisors LLC24$11.3K0.00%+24New
Northwest Financial Advisors24$11.3K0.01%+24New
Bruce G. Allen Investments, LLC25$11.7K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.25$11.7K0.00%+25New
Capital Performance Advisors LLP25$11.7K0.00%+25New
Newbridge Financial Services Group, Inc.25$11.9K0.00%00.0%Unchanged
Salomon & Ludwin, LLC26$12.2K0.00%00.0%Unchanged
JNBA Financial Advisors26$12.2K0.00%00.0%Unchanged
Main Street Group, LTD28$12.9K0.01%−2−6.7%Reduced
FSA Wealth Management LLC30$14.1K0.01%+30New
Harvest Fund Management Co., Ltd31$15.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC32$15.0K0.00%00.0%Unchanged
New Millennium Group LLC32$15.1K0.01%−3,283−99.0%Reduced
Strategic Investment Solutions, Inc.33$15.3K0.00%+2+6.5%Added
Duncker Streett & Co Inc33$15.5K0.00%+33New
Meeder Asset Management Inc34$16.0K0.00%−36,009−99.9%Reduced
Continuum Advisory, LLC29$16.2K0.00%00.0%Unchanged
Quarry LP35$16.4K0.01%−696−95.2%Reduced
Raffa Wealth Management, LLC36$16.9K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC36$16.9K0.01%+36New
Rogco, LP37$17.4K0.01%00.0%Unchanged
Rise Advisors, LLC37$17.6K0.01%00.0%Unchanged
FWL Investment Management, LLC38$17.9K0.01%+38New
Cassady Schiller Wealth Management, LLC40$18.8K0.01%00.0%Unchanged
Financial Network Wealth Advisors LLC40$18.9K0.02%−1−2.4%Reduced
REAP Financial Group, LLC40$18.9K0.00%00.0%Unchanged
Versant Capital Management, Inc42$19.7K0.00%−11−20.8%Reduced
Toth Financial Advisory Corp45$21.1K0.00%−10−18.2%Reduced
Solstein Capital, LLC46$21.6K0.01%00.0%Unchanged
MCF Advisors LLC46$21.6K0.00%+16+53.3%Added
Founders Capital Management48$22.6K0.01%00.0%Unchanged
Hantz Financial Services, Inc.48$23.0K0.00%−20−29.4%Reduced
Valued Wealth Advisors LLC49$23.0K0.01%−4−7.5%Reduced
SRS Capital Advisors, Inc.50$23.5K0.00%00.0%Unchanged
PFS Partners, LLC50$23.5K0.01%00.0%Unchanged
Wolff Wiese Magana LLC50$23.5K0.02%+48+2,400.0%Added
Financial Management Professionals, Inc.51$24.0K0.00%−65−56.0%Reduced
Mechanics Financial Corp55$25.8K0.01%00.0%Unchanged
Creative Capital Management Investments LLC56$26.3K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.58$27.2K0.00%−1−1.7%Reduced