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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,019 | $478.8K | 0.03% | +21+2.1% | Added |
| Sterling Wealth Management, Inc. | 1,020 | $479.2K | 0.18% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,022 | $480.2K | 0.10% | +20+2.0% | Added |
| Woodmont Investment Counsel LLC | 1,026 | $482.0K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,035 | $486.3K | 0.07% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,038 | $487.7K | 0.23% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,044 | $491.0K | 0.09% | −21−2.0% | Reduced |
| Guinness Asset Management LTD | 1,050 | $493.3K | 0.01% | −119−10.2% | Reduced |
| Cetera Trust Company, N.A | 1,050 | $493.3K | 0.30% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,047 | $493.4K | 0.01% | +436+71.4% | Added |
| Evercore Wealth Management, LLC | 1,065 | $500.3K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,070 | $503.0K | 0.04% | +1,070 | New |
| Invst, LLC | 1,072 | $503.6K | 0.06% | −5−0.5% | Reduced |
| Everett Harris & Co | 1,072 | $503.6K | 0.01% | 00.0% | Unchanged |
| Renasant Bank | 1,073 | $504.1K | 0.33% | +293+37.6% | Added |
| B&L Asset Management LLC | 1,080 | $507.4K | 0.32% | +1,080 | New |
| Loomis Sayles & Co L P | 1,082 | $508.0K | 0.00% | −71−6.2% | Reduced |
| Pinnacle Financial Partners Inc | 1,084 | $509.3K | 0.01% | −247−18.6% | Reduced |
| McRae Capital Management Inc | 1,085 | $509.7K | 0.10% | +450+70.9% | Added |
| Moneta Group Investment Advisors LLC | 1,087 | $510.9K | 0.01% | +56+5.4% | Added |
| Aurora Private Wealth, Inc. | 1,091 | $513.0K | 0.40% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,092 | $513.0K | 0.02% | −59−5.1% | Reduced |
| First Business Financial Services, Inc. | 1,093 | $513.5K | 0.05% | 00.0% | Unchanged |
| Versor Investments LP | 1,099 | $516.3K | 0.08% | +503+84.4% | Added |
| Segment Wealth Management, LLC | 1,101 | $517.3K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,108 | $520.5K | 0.11% | +553+99.6% | Added |
| Burt Wealth Advisors | 1,111 | $522.0K | 0.13% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,105 | $522.8K | 0.09% | +140+14.5% | Added |
| Dakota Community Bank & Trust NA | 1,115 | $523.8K | 2.63% | +3+0.3% | Added |
| Contravisory Investment Management, Inc. | 1,125 | $528.5K | 0.11% | −16−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,126 | $529.0K | 0.01% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,127 | $529.5K | 0.04% | +1,127 | New |
| Valeo Financial Advisors, LLC | 1,129 | $530.4K | 0.02% | −32−2.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,057 | $531.3K | 0.18% | +100+10.4% | Added |
| Warren Averett Asset Management, LLC | 1,139 | $535.1K | 0.01% | −21−1.8% | Reduced |
| Clarius Group, LLC | 1,147 | $537.9K | 0.04% | −11−0.9% | Reduced |
| Invesco, LLC | 1,150 | $540.3K | 0.22% | −29−2.5% | Reduced |
| Beacon Financial Group | 1,160 | $545.0K | 0.06% | −49−4.1% | Reduced |
| Wesbanco Bank Inc | 1,169 | $549.2K | 0.02% | +105+9.9% | Added |
| Benjamin Edwards Inc | 1,171 | $550.2K | 0.01% | +1,085+1,261.6% | Added |
| Quantum Financial Advisors, LLC | 1,180 | $554.2K | 0.09% | +620+110.7% | Added |
| Twin Capital Management Inc | 1,193 | $560.5K | 0.06% | +1,193 | New |
| Enzi Wealth | 1,112 | $560.8K | 0.22% | +2+0.2% | Added |
| FFT Wealth Management LLC | 1,195 | $561.5K | 0.04% | +38+3.3% | Added |
| Williams Jones Wealth Management, LLC. | 1,199 | $563.3K | 0.01% | −5,703−82.6% | Reduced |
| Weil Company, Inc. | 1,200 | $563.8K | 0.18% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,205 | $566.1K | 0.01% | −6−0.5% | Reduced |
| Advisors Preferred, LLC | 1,206 | $570.6K | 0.09% | +401+49.8% | Added |
| Green Harvest Asset Management LLC | 1,216 | $571.3K | 0.01% | +3+0.2% | Added |
| Wellington Shields Capital Management, LLC | 1,220 | $573.2K | 0.10% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,223 | $574.6K | 0.00% | −1−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 1,228 | $577.0K | 0.01% | −299−19.6% | Reduced |
| Trust Asset Management LLC | 1,230 | $577.9K | 0.05% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,230 | $578.0K | 0.02% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,204 | $586.1K | 0.18% | −21−1.7% | Reduced |
| Perritt Capital Management Inc | 1,255 | $589.8K | 0.30% | −15−1.2% | Reduced |
| Summit Global Investments | 1,257 | $590.0K | 0.04% | +292+30.3% | Added |
| Everpar Advisors LLC | 1,263 | $593.4K | 0.31% | −381−23.2% | Reduced |
| Arkadios Wealth Advisors | 1,267 | $595.4K | 0.03% | +48+3.9% | Added |
| Checchi Capital Advisers, LLC | 1,280 | $601.4K | 0.04% | −70−5.2% | Reduced |
| Premier Path Wealth Partners, LLC | 1,281 | $601.8K | 0.09% | −2−0.2% | Reduced |
| Baldwin Brothers Inc | 1,289 | $605.6K | 0.04% | +1,289 | New |
| Becker Capital Management Inc | 1,295 | $608.4K | 0.02% | 00.0% | Unchanged |
| Gabelli Funds LLC | 1,300 | $610.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,302 | $611.7K | 0.13% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 1,317 | $618.7K | 0.20% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,328 | $624.0K | 0.04% | +146+12.4% | Added |
| Larson Financial Group LLC | 1,329 | $624.5K | 0.04% | +179+15.6% | Added |
| Gladstone Institutional Advisory LLC | 1,334 | $626.7K | 0.03% | +2+0.2% | Added |
| Catalyst Financial Partners LLC | 1,336 | $627.7K | 0.12% | +16+1.2% | Added |
| Jones Financial Companies LLLP | 1,347 | $631.9K | 0.00% | +1,050+353.5% | Added |
| Old Port Advisors | 1,351 | $634.8K | 0.18% | +35+2.7% | Added |
| AE Wealth Management LLC | 1,352 | $635.1K | 0.01% | −690−33.8% | Reduced |
| Wealthspire Advisors, LLC | 1,360 | $639.0K | 0.01% | +173+14.6% | Added |
| Wellington Management Group LLP | 1,366 | $641.8K | 0.00% | −532−28.0% | Reduced |
| Elyxium Wealth, LLC | 1,366 | $641.8K | 0.35% | +1,366 | New |
| Insight Advisors, LLC | 1,369 | $643.2K | 0.11% | 00.0% | Unchanged |
| Aries Wealth Management | 1,382 | $649.3K | 0.18% | +1,382 | New |
| Berkshire Asset Management LLC | 1,521 | $649.8K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,393 | $654.4K | 0.06% | +66+5.0% | Added |
| 1776 Wealth LLC | 1,396 | $655.9K | 0.29% | −114−7.5% | Reduced |
| Eastern Bank | 1,399 | $657.3K | 0.01% | +1,399 | New |
| Pensionmark Financial Group, LLC | 1,402 | $658.6K | 0.02% | +1,402 | New |
| Lyell Wealth Management, LP | 1,404 | $659.6K | 0.06% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,410 | $662.4K | 0.08% | +3+0.2% | Added |
| Mission Wealth Management, LP | 1,410 | $662.6K | 0.02% | −2−0.1% | Reduced |
| Pointe Capital Management LLC | 1,412 | $663.4K | 0.39% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,415 | $665.0K | 0.02% | −61−4.1% | Reduced |
| West Coast Financial LLC | 1,416 | $665.3K | 0.07% | +7+0.5% | Added |
| Brown Brothers Harriman & Co | 1,427 | $670.4K | 0.00% | +16+1.1% | Added |
| Schechter Investment Advisors, LLC | 1,451 | $681.9K | 0.05% | +16+1.1% | Added |
| Forum Financial Management, LP | 1,463 | $687.5K | 0.01% | +3+0.2% | Added |
| Smartleaf Asset Management LLC | 1,478 | $692.9K | 0.08% | +281+23.5% | Added |
| Kolinsky Wealth Management, LLC | 1,491 | $700.5K | 0.46% | −45−2.9% | Reduced |
| Coastal Bridge Advisors, LLC | 1,495 | $702.4K | 0.17% | +2+0.1% | Added |
| Integrated Advisors Network LLC | 1,500 | $704.9K | 0.03% | −48−3.1% | Reduced |
| Stokes Capital Advisors, LLC | 1,512 | $710.4K | 0.18% | −70−4.4% | Reduced |
| Walleye Capital LLC | 1,516 | $712.2K | 0.01% | −1,883−55.4% | Reduced |
| New Century Financial Group, LLC | 1,525 | $716.5K | 0.26% | +80+5.5% | Added |
| Evergreen Wealth Solutions, LLC | 1,538 | $722.8K | 0.49% | −198−11.4% | Reduced |