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 |
|---|---|---|---|---|---|
| Heritage Investment Group, Inc. | 543 | $255.1K | 0.05% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 546 | $256.5K | 0.01% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 546 | $256.5K | 0.13% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 548 | $257.5K | 0.15% | −101−15.6% | Reduced |
| Hobbs Group Advisors, LLC | 548 | $257.5K | 0.09% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 549 | $257.9K | 0.13% | +110+25.1% | Added |
| Wilkins Investment Counsel Inc | 550 | $258.4K | 0.04% | −240−30.4% | Reduced |
| Marcum Wealth, LLC | 559 | $262.6K | 0.02% | −6−1.1% | Reduced |
| Diversify Advisory Services, LLC | 506 | $262.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 560 | $263.1K | 0.05% | 00.0% | Unchanged |
| HTLF Bank | 561 | $263.6K | 0.03% | −2−0.4% | Reduced |
| Apella Capital, LLC | 550 | $264.2K | 0.01% | +7+1.3% | Added |
| Childress Capital Advisors, LLC | 563 | $264.5K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 563 | $264.5K | 0.02% | +48+9.3% | Added |
| Institute for Wealth Management, LLC. | 564 | $265.0K | 0.03% | 00.0% | Unchanged |
| Philadelphia Trust Co | 564 | $265.0K | 0.02% | +14+2.5% | Added |
| Shelton Capital Management | 565 | $265.4K | 0.01% | −33−5.5% | Reduced |
| Delta Investment Management, LLC | 567 | $266.5K | 0.05% | +57+11.2% | Added |
| Westmount Partners, LLC | 568 | $266.9K | 0.08% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 568 | $266.9K | 0.17% | +35+6.6% | Added |
| Five Oceans Advisors | 571 | $268.3K | 0.13% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 573 | $269.0K | 0.01% | −212−27.0% | Reduced |
| Cornerstone Wealth Group, LLC | 574 | $269.7K | 0.02% | +15+2.7% | Added |
| Kelly Financial Services LLC | 574 | $269.7K | 0.10% | +117+25.6% | Added |
| Aua Capital Management, LLC | 577 | $271.1K | 0.16% | −27−4.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 579 | $272.0K | 0.03% | −5−0.9% | Reduced |
| Gitterman Wealth Management, LLC | 579 | $272.1K | 0.11% | +579 | New |
| Wolverine Trading, LLC | 582 | $272.7K | 0.01% | +582 | New |
| Washington Trust Advisors, Inc. | 584 | $274.3K | 0.02% | −21−3.5% | Reduced |
| PFG Private Wealth Management, LLC | 584 | $274.4K | 0.16% | −11−1.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 586 | $275.2K | 0.02% | 00.0% | Unchanged |
| Washington Capital Management Inc | 586 | $275.3K | 0.21% | 00.0% | Unchanged |
| Trust Point Inc. | 589 | $276.7K | 0.02% | +30+5.4% | Added |
| NDVR, Inc. | 592 | $277.4K | 0.28% | +24+4.2% | Added |
| Parcion Private Wealth LLC | 593 | $278.6K | 0.02% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 593 | $278.6K | 0.10% | +114+23.8% | Added |
| Wealthstream Advisors, Inc. | 594 | $279.1K | 0.05% | +15+2.6% | Added |
| Driehaus Capital Management LLC | 595 | $279.5K | 0.00% | −2−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 597 | $280.5K | 0.03% | +6+1.0% | Added |
| Dark Forest Capital Management LP | 598 | $280.9K | 0.04% | +598 | New |
| Hamilton Capital, LLC | 551 | $281.4K | 0.02% | −2−0.4% | Reduced |
| Harbour Investment Management LLC | 600 | $281.9K | 0.12% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 600 | $281.9K | 0.17% | 00.0% | Unchanged |
| David Loasby | 590 | $282.9K | 0.03% | −7−1.2% | Reduced |
| Dougherty Wealth Advisers LLC | 603 | $283.3K | 0.23% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 604 | $283.8K | 0.03% | −21−3.4% | Reduced |
| TNF LLC | 567 | $286.1K | 0.10% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 611 | $287.1K | 0.02% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 553 | $287.3K | 0.04% | 00.0% | Unchanged |
| Navellier & Associates Inc | 615 | $288.9K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 615 | $289.0K | 0.04% | +9+1.5% | Added |
| River Wealth Advisors LLC | 620 | $291.1K | 0.04% | −9−1.4% | Reduced |
| Jefferies Financial Group Inc. | 620 | $291.3K | 0.00% | +96+18.3% | Added |
| All Terrain Financial Advisors, LLC | 623 | $292.7K | 0.11% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 626 | $294.1K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 629 | $295.5K | 0.01% | −4,905−88.6% | Reduced |
| American Trust | 630 | $296.0K | 0.02% | −40−6.0% | Reduced |
| Mutual Advisors, LLC | 587 | $296.1K | 0.01% | −43−6.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 631 | $296.4K | 0.00% | +12+1.9% | Added |
| Royal Fund Management, LLC | 631 | $296.5K | 0.02% | +2+0.3% | Added |
| SlateStone Wealth, LLC | 633 | $297.0K | 0.03% | +95+17.7% | Added |
| SPC Financial, Inc. | 633 | $297.4K | 0.03% | +5+0.8% | Added |
| Howard Capital Management Inc. | 638 | $299.7K | 0.00% | +638 | New |
| Avenue 1 Advisors, LLC | 639 | $300.2K | 0.11% | −3−0.5% | Reduced |
| Edge Capital Group, LLC | 642 | $301.6K | 0.01% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 646 | $303.5K | 0.03% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 648 | $304.3K | 0.14% | −184−22.1% | Reduced |
| MTM Investment Management, LLC | 626 | $304.8K | 0.12% | +18+3.0% | Added |
| Chesapeake Wealth Management | 650 | $305.4K | 0.10% | −54−7.7% | Reduced |
| WBH Advisory Inc | 652 | $306.3K | 0.03% | +9+1.4% | Added |
| Concurrent Investment Advisors, LLC | 657 | $308.5K | 0.01% | −4−0.6% | Reduced |
| Atomi Financial Group, Inc. | 664 | $312.0K | 0.02% | +41+6.6% | Added |
| Northwest Bancshares, Inc. | 667 | $313.4K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 669 | $314.3K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 670 | $314.8K | 0.01% | +16+2.4% | Added |
| Ameritas Advisory Services, LLC | 673 | $316.2K | 0.01% | +52+8.4% | Added |
| Family Wealth Group, LLC | 677 | $317.9K | 0.27% | +20+3.0% | Added |
| Smith, Moore & Co. | 684 | $321.4K | 0.03% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 687 | $322.8K | 0.08% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 689 | $323.7K | 0.03% | −35−4.8% | Reduced |
| J.W. Cole Advisors, Inc. | 690 | $324.0K | 0.01% | −8−1.1% | Reduced |
| Portside Wealth Group, LLC | 690 | $324.2K | 0.06% | −7−1.0% | Reduced |
| Mindset Wealth Management, LLC | 698 | $327.9K | 0.14% | +698 | New |
| Peapack Gladstone Financial Corp | 702 | $330.0K | 0.00% | 00.0% | Unchanged |
| Carr Financial Group Corp | 705 | $331.2K | 0.10% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 708 | $332.6K | 0.12% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 712 | $334.5K | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 717 | $336.9K | 0.01% | +109+17.9% | Added |
| MBB Public Markets I LLC | 720 | $338.3K | 0.03% | −6,795−90.4% | Reduced |
| Progressive Investment Management Corp | 720 | $338.3K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 724 | $340.1K | 0.03% | −4−0.5% | Reduced |
| Midland Wealth Advisors LLC | 724 | $340.1K | 0.02% | +6+0.8% | Added |
| Brighton Jones LLC | 727 | $341.8K | 0.01% | −44−5.7% | Reduced |
| Ledyard National Bank | 733 | $344.4K | 0.03% | +23+3.2% | Added |
| Equitable Holdings, Inc. | 738 | $346.7K | 0.00% | +738 | New |
| Spire Wealth Management | 738 | $346.7K | 0.01% | +1+0.1% | Added |
| Miracle Mile Advisors, LLC | 741 | $348.1K | 0.01% | +40+5.7% | Added |
| Burke & Herbert Bank & Trust Co | 750 | $352.4K | 0.08% | −2−0.3% | Reduced |
| Douglas Lane & Associates, LLC | 750 | $352.4K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 755 | $354.7K | 0.16% | 00.0% | Unchanged |