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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 758 | $356.0K | 0.01% | +202+36.3% | Added |
| WealthTrust Axiom LLC | 758 | $356.1K | 0.11% | +83+12.3% | Added |
| Fidelis Capital Partners, LLC | 687 | $357.6K | 0.04% | +9+1.3% | Added |
| Petrus Trust Company, LTA | 767 | $360.3K | 0.04% | −493−39.1% | Reduced |
| Buckingham Strategic Partners | 771 | $362.4K | 0.01% | +9+1.2% | Added |
| Caldwell Sutter Capital, Inc. | 772 | $362.7K | 0.17% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 772 | $362.7K | 0.12% | +67+9.5% | Added |
| Grove Bank & Trust | 773 | $363.2K | 0.05% | −842−52.1% | Reduced |
| Dakota Wealth Management | 777 | $365.0K | 0.01% | +1+0.1% | Added |
| GeoWealth Management, LLC | 780 | $366.5K | 0.01% | −74−8.7% | Reduced |
| PDS Planning, Inc | 782 | $367.4K | 0.03% | +6+0.8% | Added |
| First Nebraska Trust Co | 784 | $368.3K | 0.04% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 784 | $368.3K | 0.08% | +784 | New |
| Engineers Gate Manager LP | 786 | $369.3K | 0.01% | −5,930−88.3% | Reduced |
| Pin Oak Investment Advisors Inc | 788 | $370.0K | 0.34% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 788 | $370.2K | 0.02% | −31−3.8% | Reduced |
| Revolve Wealth Partners, LLC | 790 | $371.1K | 0.06% | +790 | New |
| Emprise Bank | 792 | $372.1K | 0.21% | −177−18.3% | Reduced |
| Essex Financial Services, Inc. | 717 | $372.5K | 0.03% | +3+0.4% | Added |
| Leavell Investment Management, Inc. | 793 | $372.6K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 795 | $373.0K | 0.02% | +200+33.6% | Added |
| Schulhoff & Co Inc | 800 | $375.8K | 0.16% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 800 | $375.8K | 0.08% | +600+300.0% | Added |
| Alps Advisors Inc | 800 | $375.8K | 0.00% | +800 | New |
| Voya Financial Advisors, Inc. | 809 | $379.1K | 0.04% | −14−1.7% | Reduced |
| Csenge Advisory Group | 755 | $379.2K | 0.02% | −34−4.3% | Reduced |
| Howard Bailey Securities, LLC | 811 | $381.0K | 0.14% | +811 | New |
| Cairn Investment Group, Inc. | 814 | $382.0K | 0.21% | 00.0% | Unchanged |
| NBC Securities, Inc. | 818 | $384.0K | 0.03% | −18−2.2% | Reduced |
| Great Waters Wealth Management | 819 | $384.6K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 819 | $384.8K | 0.05% | +89+12.2% | Added |
| Summit Trail Advisors, LLC | 825 | $387.4K | 0.01% | +189+29.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 831 | $390.4K | 0.01% | +3+0.4% | Added |
| Central Pacific Bank - Trust Division | 836 | $392.8K | 0.05% | −1,105−56.9% | Reduced |
| Hengehold Capital Management LLC | 838 | $393.7K | 0.04% | −37−4.2% | Reduced |
| Sendero Wealth Management, LLC | 840 | $394.6K | 0.06% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 844 | $396.5K | 0.01% | +14+1.7% | Added |
| Parkside Financial Bank & Trust | 845 | $397.0K | 0.06% | −21−2.4% | Reduced |
| Whittier Trust Co | 847 | $397.9K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 848 | $398.4K | 0.08% | −88−9.4% | Reduced |
| Modern Wealth Management, LLC | 848 | $398.5K | 0.02% | +16+1.9% | Added |
| LRI Investments, LLC | 713 | $400.4K | 0.04% | +67+10.4% | Added |
| Renaissance Group LLC | 856 | $402.2K | 0.02% | −13−1.5% | Reduced |
| Valmark Advisers, Inc. | 856 | $402.2K | 0.01% | +269+45.8% | Added |
| HBK Sorce Advisory LLC | 858 | $403.1K | 0.01% | −8−0.9% | Reduced |
| Keel Point, LLC | 860 | $404.0K | 0.03% | −162−15.9% | Reduced |
| Park Place Capital Corp | 864 | $405.9K | 0.12% | −174−16.8% | Reduced |
| Private Trust Co NA | 870 | $408.8K | 0.04% | +151+21.0% | Added |
| Ellevest, Inc. | 873 | $410.1K | 0.02% | −126−12.6% | Reduced |
| Colonial Trust Co | 876 | $410.5K | 0.06% | +1+0.1% | Added |
| Park National Corp | 874 | $410.6K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 877 | $411.9K | 0.04% | −2,755−75.9% | Reduced |
| Geller Advisors LLC | 878 | $412.5K | 0.03% | +19+2.2% | Added |
| Busey Wealth Management | 885 | $415.8K | 0.01% | 00.0% | Unchanged |
| Rockland Trust Co | 887 | $416.7K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 897 | $421.5K | 0.04% | −16−1.8% | Reduced |
| Brown Financial Advisors | 898 | $421.7K | 0.17% | −790−46.8% | Reduced |
| Cito Capital Group, LLC | 901 | $423.0K | 0.16% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 906 | $425.6K | 0.18% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 906 | $425.6K | 0.02% | +52+6.1% | Added |
| Edmond de Rothschild Holding S.A. | 910 | $427.5K | 0.01% | +641+238.3% | Added |
| Beaton Management Co. Inc. | 910 | $428.0K | 0.22% | 00.0% | Unchanged |
| First County Bank | 915 | $429.9K | 0.21% | +262+40.1% | Added |
| Canal Capital Management, LLC | 916 | $430.3K | 0.07% | +66+7.8% | Added |
| Drive Wealth Management, LLC | 917 | $430.7K | 0.11% | +8+0.9% | Added |
| Sunbelt Securities, Inc. | 918 | $431.3K | 0.04% | +1+0.1% | Added |
| Ignite Planners, LLC | 920 | $432.2K | 0.10% | +4+0.4% | Added |
| Daymark Wealth Partners, LLC | 920 | $432.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,144 | $434.4K | 0.01% | −246−17.7% | Reduced |
| Change Path, LLC | 926 | $435.2K | 0.01% | +386+71.5% | Added |
| Skopos Labs, Inc. | 933 | $438.3K | 0.14% | +65+7.5% | Added |
| Plimoth Trust Co LLC | 945 | $444.0K | 0.11% | −220−18.9% | Reduced |
| Bailard, Inc. | 952 | $447.3K | 0.01% | −167−14.9% | Reduced |
| ERn Financial, LLC | 955 | $448.7K | 0.07% | +4+0.4% | Added |
| Hills Bank & Trust Co | 959 | $450.5K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 963 | $452.4K | 0.03% | −11−1.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 964 | $452.9K | 0.06% | −12−1.2% | Reduced |
| BLB&B Advisors, LLC | 969 | $455.2K | 0.02% | +46+5.0% | Added |
| Sherbrooke Park Advisers LLC | 970 | $455.7K | 0.10% | −627−39.3% | Reduced |
| Fort Washington Investment Advisors Inc | 971 | $456.2K | 0.00% | −22−2.2% | Reduced |
| Citadel Advisors LLC | 971 | $456.2K | 0.00% | +971 | New |
| Ocean Capital Management, LLC | 976 | $458.3K | 0.11% | +976 | New |
| Farther Finance Advisors, LLC | 977 | $458.8K | 0.02% | +94+10.6% | Added |
| ROI Financial Advisors, LLC | 983 | $462.0K | 0.32% | +160+19.4% | Added |
| MV Capital Management, Inc. | 992 | $466.1K | 0.05% | +17+1.7% | Added |
| Copley Financial Group, Inc. | 993 | $466.5K | 0.42% | +993 | New |
| Sunflower Bank, N.A. | 994 | $467.0K | 0.13% | −41−4.0% | Reduced |
| Ameritas Investment Partners, Inc. | 995 | $467.5K | 0.02% | −50−4.8% | Reduced |
| Johnson Financial Group, Inc. | 995 | $467.5K | 0.02% | +32+3.3% | Added |
| KMG Fiduciary Partners, LLC | 999 | $469.3K | 0.04% | −68−6.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 999 | $469.3K | 0.06% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 999 | $469.5K | 0.01% | +24+2.5% | Added |
| Founders Capital Management, LLC | 1,000 | $469.8K | 0.08% | −19−1.9% | Reduced |
| Van Strum & Towne Inc. | 1,000 | $469.8K | 0.16% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $469.8K | 0.07% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,000 | $469.8K | 0.07% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $469.8K | 0.27% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,003 | $471.2K | 0.03% | −3,275−76.6% | Reduced |
| Harbour Investments, Inc. | 1,006 | $472.4K | 0.01% | +52+5.5% | Added |
| Oliver Luxxe Assets LLC | 1,010 | $474.5K | 0.08% | +10+1.0% | Added |