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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 58 | $27.2K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 60 | $28.2K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 60 | $28.2K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 61 | $28.7K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 65 | $30.0K | 0.02% | +65 | New |
| Redmont Wealth Advisors LLC | 65 | $30.5K | 0.05% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 66 | $31.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 67 | $31.5K | 0.00% | +67 | New |
| AdvisorNet Financial, Inc | 67 | $31.5K | 0.00% | −2−2.9% | Reduced |
| Bank & Trust Co | 67 | $31.5K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 68 | $31.9K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 68 | $31.9K | 0.01% | +14+25.9% | Added |
| Roble, Belko & Company, Inc | 69 | $32.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 69 | $32.4K | 0.00% | +47+213.6% | Added |
| Piscataqua Savings Bank | 70 | $32.9K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 72 | $33.8K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 75 | $35.2K | 0.01% | +75 | New |
| Adirondack Trust Co | 79 | $37.1K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 80 | $37.7K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 81 | $38.1K | 0.00% | +17+26.6% | Added |
| Abound Wealth Management | 83 | $39.1K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 88 | $41.3K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $42.3K | 0.01% | −315−77.8% | Reduced |
| Bell Investment Advisors, Inc | 91 | $42.8K | 0.01% | −2−2.2% | Reduced |
| Claris Advisors, LLC | 93 | $43.9K | 0.02% | +93 | New |
| Peterson Financial Group, Inc. | 97 | $45.5K | 0.18% | +97 | New |
| Delta Asset Management LLC | 100 | $47.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $47.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 106 | $49.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 109 | $51.0K | 0.03% | −4−3.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $51.7K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 110 | $51.7K | 0.02% | +10+10.0% | Added |
| Zions Bancorporation, N.A. | 114 | $53.6K | 0.00% | −18−13.6% | Reduced |
| WR Wealth Planners, LLC | 118 | $55.4K | 0.02% | +79+202.6% | Added |
| Battery Global Advisors, LLC | 119 | $55.9K | 0.03% | +119 | New |
| Catalyst Capital Advisors LLC | 126 | $59.2K | 0.00% | −224−64.0% | Reduced |
| West Paces Advisors Inc. | 126 | $59.2K | 0.01% | −16−11.3% | Reduced |
| JFS Wealth Advisors, LLC | 127 | $59.7K | 0.00% | −2−1.6% | Reduced |
| Westend Capital Management, LLC | 129 | $60.6K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 131 | $61.4K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 131 | $61.5K | 0.04% | −7−5.1% | Reduced |
| CoreCap Advisors, LLC | 131 | $61.5K | 0.00% | +23+21.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 135 | $63.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 137 | $64.6K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 138 | $64.7K | 0.02% | +1+0.7% | Added |
| First Financial Corp | 138 | $64.8K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 138 | $64.8K | 0.01% | +33+31.4% | Added |
| Mizuho Bank, Ltd. | 140 | $65.8K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 148 | $69.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 150 | $70.5K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $71.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $71.9K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 156 | $73.3K | 0.01% | +156 | New |
| Tompkins Financial Corp | 159 | $74.7K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $74.7K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $74.7K | 0.03% | +13+8.9% | Added |
| Resources Management Corp | 165 | $78.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 168 | $78.9K | 0.03% | +35+26.3% | Added |
| Tobam | 173 | $81.0K | 0.01% | +44+34.1% | Added |
| Laurel Wealth Advisors LLC | 176 | $82.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 176 | $82.7K | 0.01% | +75+74.3% | Added |
| Point72 Asset Management, L.P. | 185 | $86.9K | 0.00% | +185 | New |
| Montag A & Associates Inc | 186 | $87.4K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 191 | $89.7K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 194 | $91.1K | 0.02% | +194 | New |
| Venturi Wealth Management, LLC | 194 | $91.1K | 0.00% | −7−3.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $93.0K | 0.04% | 00.0% | Unchanged |
| Motco | 205 | $96.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 211 | $99.1K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 212 | $99.6K | 0.02% | −36−14.5% | Reduced |
| 1620 Investment Advisors, Inc. | 220 | $103.4K | 0.08% | −260−54.2% | Reduced |
| Ashton Thomas Securities, LLC | 228 | $107.1K | 0.02% | +228 | New |
| Exchange Traded Concepts, LLC | 229 | $107.6K | 0.00% | +229 | New |
| GW&K Investment Management, LLC | 233 | $109.0K | 0.00% | +4+1.7% | Added |
| Old Second National Bank of Aurora | 245 | $115.1K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 252 | $118.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 254 | $119.3K | 0.01% | +14+5.8% | Added |
| Allianz SE | 260 | $122.2K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 261 | $122.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $122.6K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 261 | $122.6K | 0.05% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 265 | $124.3K | 0.05% | −9−3.3% | Reduced |
| Armstrong Advisory Group, Inc | 265 | $124.5K | 0.01% | +38+16.7% | Added |
| Anchor Investment Management, LLC | 270 | $126.8K | 0.01% | +262+3,275.0% | Added |
| Cromwell Holdings LLC | 273 | $128.3K | 0.08% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 280 | $131.5K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 280 | $132.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 261 | $135.3K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 290 | $136.2K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 290 | $136.2K | 0.01% | +290 | New |
| Alta Advisers Ltd | 300 | $140.9K | 0.06% | 00.0% | Unchanged |
| First Personal Financial Services | 300 | $140.9K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 305 | $143.3K | 0.05% | +30+10.9% | Added |
| SYSTM Wealth Solutions LLC | 305 | $143.3K | 4.35% | −14,397−97.9% | Reduced |
| Paladin Wealth, LLC | 306 | $143.8K | 0.13% | +306 | New |
| North Star Investment Management Corp. | 307 | $144.2K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 317 | $148.9K | 0.09% | +317 | New |
| Ostrum Asset Management | 323 | $151.7K | 0.01% | +3+0.9% | Added |
| United Community Bank | 346 | $162.6K | 0.06% | −58−14.4% | Reduced |
| Geneos Wealth Management Inc. | 354 | $166.3K | 0.01% | +257+264.9% | Added |