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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 1,540 | $724.0K | 0.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,548 | $727.3K | 0.02% | −8−0.5% | Reduced |
| Profund Advisors LLC | 1,551 | $728.7K | 0.03% | +54+3.6% | Added |
| Norden Group LLC | 1,557 | $731.6K | 0.09% | +959+160.4% | Added |
| Fort Point Capital Partners LLC | 1,573 | $739.0K | 0.09% | +56+3.7% | Added |
| Horizon Investments, LLC | 1,580 | $740.1K | 0.02% | +83+5.5% | Added |
| Capstone Investment Advisors, LLC | 1,577 | $740.9K | 0.01% | −592−27.3% | Reduced |
| DoubleLine ETF Adviser LP | 1,595 | $749.3K | 0.18% | −126−7.3% | Reduced |
| Eagle Global Advisors LLC | 1,600 | $751.7K | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,600 | $751.7K | 0.04% | +347+27.7% | Added |
| Ancora Advisors, LLC | 1,603 | $753.2K | 0.02% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,607 | $755.0K | 0.27% | +1+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 1,611 | $757.0K | 0.07% | −150−8.5% | Reduced |
| Boston Financial Mangement LLC | 1,618 | $760.2K | 0.02% | −14−0.9% | Reduced |
| J. W. Coons Advisors, LLC | 1,639 | $770.1K | 0.19% | +9+0.6% | Added |
| Grimes & Company, Inc. | 1,661 | $780.1K | 0.02% | −28−1.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,831 | $782.2K | 0.01% | +246+15.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,672 | $785.5K | 0.02% | −198−10.6% | Reduced |
| Argent Trust Co | 1,677 | $787.9K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,680 | $789.3K | 0.10% | +1,680 | New |
| Transcend Wealth Collective, LLC | 1,680 | $789.7K | 0.05% | −36−2.1% | Reduced |
| Spinnaker Trust | 1,685 | $791.6K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 1,688 | $793.2K | 0.30% | −7−0.4% | Reduced |
| Gotham Asset Management, LLC | 1,704 | $800.6K | 0.01% | +143+9.2% | Added |
| Frank, Rimerman Advisors LLC | 1,705 | $801.0K | 0.06% | −9−0.5% | Reduced |
| Searle & Co. | 1,710 | $803.5K | 0.20% | −1,369−44.5% | Reduced |
| Assetmark, Inc | 1,726 | $810.7K | 0.00% | −7−0.4% | Reduced |
| Smithfield Trust Co | 1,729 | $812.0K | 0.04% | +926+115.3% | Added |
| Legacy Trust | 1,752 | $823.1K | 0.19% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,769 | $831.1K | 0.02% | −44−2.4% | Reduced |
| Rathbone Brothers plc | 1,777 | $834.9K | 0.00% | −50−2.7% | Reduced |
| Howard Capital Management Group, LLC | 1,787 | $839.5K | 0.06% | +178+11.1% | Added |
| Legacy Advisors, LLC | 1,793 | $842.4K | 0.09% | +52+3.0% | Added |
| Angeles Investment Advisors, LLC | 1,800 | $845.7K | 0.04% | −142−7.3% | Reduced |
| Prudential PLC | 1,817 | $853.6K | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 1,818 | $854.3K | 0.08% | −33−1.8% | Reduced |
| Camden Capital, LLC | 1,819 | $854.8K | 0.09% | −872−32.4% | Reduced |
| Dodge & Cox | 1,827 | $858.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,838 | $863.8K | 0.03% | −37−2.0% | Reduced |
| Inceptionr LLC | 1,840 | $864.5K | 0.21% | +1,269+222.2% | Added |
| First Commonwealth Financial Corp | 1,842 | $865.4K | 0.21% | +35+1.9% | Added |
| Quent Capital, LLC | 1,846 | $867.1K | 0.09% | −13−0.7% | Reduced |
| CSS LLC | 1,850 | $869.1K | 0.05% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,851 | $869.5K | 0.02% | −68−3.5% | Reduced |
| Ontario Teachers Pension Plan Board | 1,855 | $871.5K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,857 | $872.2K | 0.07% | +688+58.9% | Added |
| Citizens Financial Group Inc | 1,865 | $876.2K | 0.02% | −28−1.5% | Reduced |
| MorganRosel Wealth Management, LLC | 1,871 | $879.0K | 0.29% | −184−9.0% | Reduced |
| Advisors Asset Management, Inc. | 1,888 | $887.0K | 0.02% | +188+11.1% | Added |
| Insigneo Advisory Services, LLC | 1,894 | $889.9K | 0.09% | −10−0.5% | Reduced |
| Ci Investments Inc. | 1,906 | $895.0K | 0.00% | +103+5.7% | Added |
| Quantitative Investment Management, LLC | 1,912 | $898.0K | 0.09% | +1,912 | New |
| GTS Securities LLC | 1,912 | $898.3K | 0.02% | −6−0.3% | Reduced |
| Evergreen Capital Management LLC | 1,918 | $901.1K | 0.03% | −26−1.3% | Reduced |
| Adapt Wealth Advisors, LLC | 1,935 | $909.1K | 0.49% | 00.0% | Unchanged |
| FJ Capital Management LLC | 1,937 | $910.0K | 0.10% | −233−10.7% | Reduced |
| Mather Group, LLC. | 1,949 | $915.4K | 0.01% | −213−9.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,962 | $921.8K | 0.02% | −55−2.7% | Reduced |
| Ritholtz Wealth Management | 1,964 | $922.5K | 0.03% | +206+11.7% | Added |
| Gateway Advisory, LLC | 1,980 | $930.2K | 0.15% | −79−3.8% | Reduced |
| Pacific Capital Partners Ltd | 1,998 | $938.7K | 0.55% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2,000 | $939.6K | 0.20% | +2,000 | New |
| Virtus ETF Advisers LLC | 2,014 | $946.2K | 0.44% | +43+2.2% | Added |
| Round Rock Advisors, LLC | 2,020 | $949.0K | 0.22% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 2,023 | $950.2K | 0.14% | +129+6.8% | Added |
| Blueshift Asset Management, LLC | 2,025 | $951.4K | 0.24% | +2,025 | New |
| Jacobs Levy Equity Management, Inc | 2,027 | $952.3K | 0.00% | −537−20.9% | Reduced |
| Fielder Capital Group LLC | 2,046 | $961.1K | 0.32% | −2−0.1% | Reduced |
| Prosperity Consulting Group, LLC | 2,048 | $962.3K | 0.08% | −38−1.8% | Reduced |
| Basepoint Wealth LLC | 2,067 | $971.1K | 0.72% | +216+11.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $984.3K | 0.24% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,104 | $988.7K | 0.03% | −834−28.4% | Reduced |
| Gateway Investment Advisers LLC | 2,113 | $992.7K | 0.01% | −27−1.3% | Reduced |
| Atom Investors LP | 2,115 | $993.6K | 0.10% | +163+8.4% | Added |
| Stephens Inc | 2,145 | $1.01M | 0.01% | +94+4.6% | Added |
| Pettee Investors, Inc. | 2,150 | $1.01M | 0.49% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,155 | $1.01M | 0.06% | +87+4.2% | Added |
| EP Wealth Advisors, LLC | 2,163 | $1.02M | 0.01% | +348+19.2% | Added |
| V-Square Quantitative Management LLC | 2,171 | $1.02M | 0.15% | +356+19.6% | Added |
| Vishria Bird Financial Group, LLC | 2,174 | $1.02M | 0.39% | +180+9.0% | Added |
| Lebenthal Global Advisors, LLC | 2,175 | $1.02M | 0.21% | +321+17.3% | Added |
| Lindbrook Capital, LLC | 2,181 | $1.02M | 0.09% | −21−1.0% | Reduced |
| Ballentine Partners, LLC | 2,206 | $1.04M | 0.02% | +193+9.6% | Added |
| Gratus Wealth Advisors, LLC | 2,177 | $1.05M | 0.17% | +209+10.6% | Added |
| Cary Street Partner Investment Advisory LLC | 2,249 | $1.06M | 0.04% | +58+2.6% | Added |
| Avantax Advisory Services, Inc. | 2,282 | $1.07M | 0.01% | +261+12.9% | Added |
| Kinneret Advisory, LLC | 2,282 | $1.07M | 0.10% | −30−1.3% | Reduced |
| Legacy Capital Group California, Inc. | 2,356 | $1.11M | 0.37% | −12−0.5% | Reduced |
| Old North State Trust, LLC | 2,369 | $1.11M | 0.90% | +24+1.0% | Added |
| US Asset Management LLC | 2,014 | $1.13M | 1.00% | −9−0.4% | Reduced |
| Lake Street Advisors Group, LLC | 2,424 | $1.14M | 0.05% | −65−2.6% | Reduced |
| Kestra Investment Management, LLC | 2,433 | $1.14M | 0.05% | +721+42.1% | Added |
| Skba Capital Management LLC | 2,445 | $1.15M | 0.17% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,452 | $1.15M | 0.35% | +25+1.0% | Added |
| Meiji Yasuda Life Insurance Co | 2,458 | $1.15M | 0.02% | −2,220−47.5% | Reduced |
| Vectors Research Management, LLC | 2,480 | $1.16M | 0.35% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,471 | $1.16M | 0.02% | −55−2.2% | Reduced |
| EPG Wealth Management LLC | 2,487 | $1.17M | 0.29% | +2,487 | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,508 | $1.18M | 0.04% | −755−23.1% | Reduced |
| National Asset Management, Inc. | 2,507 | $1.18M | 0.03% | −612−19.6% | Reduced |