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 |
|---|---|---|---|---|---|
| Bank Ozk | 4,046 | $1.90M | 0.79% | −48−1.2% | Reduced |
| Quadrant Capital Group LLC | 4,048 | $1.90M | 0.13% | −31−0.8% | Reduced |
| Kennebec Savings Bank | 4,066 | $1.91M | 1.89% | +4,066 | New |
| GAMMA Investing LLC | 4,102 | $1.93M | 0.19% | +554+15.6% | Added |
| Mount Yale Investment Advisors, LLC | 4,103 | $1.93M | 0.19% | −172−4.0% | Reduced |
| Norinchukin Bank, The | 4,144 | $1.95M | 0.05% | +588+16.5% | Added |
| NEOS Investment Management LLC | 4,156 | $1.95M | 0.06% | +812+24.3% | Added |
| Parallel Advisors, LLC | 4,171 | $1.96M | 0.05% | +23+0.6% | Added |
| Ramirez Asset Management, Inc. | 4,197 | $1.97M | 0.38% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,210 | $1.98M | 0.02% | +20.0% | Added |
| United Capital Financial Advisers, LLC | 4,289 | $2.01M | 0.02% | −116−2.6% | Reduced |
| TruWealth Advisors, LLC | 4,289 | $2.02M | 0.12% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4,290 | $2.02M | 0.35% | +236+5.8% | Added |
| Connecticut Wealth Management, LLC | 4,369 | $2.05M | 0.10% | −123−2.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,397 | $2.06M | 0.01% | +1,275+40.8% | Added |
| Unigestion Holding SA | 4,436 | $2.08M | 0.10% | +1,971+80.0% | Added |
| BFSG, LLC | 4,477 | $2.10M | 0.24% | +520+13.1% | Added |
| D.A. Davidson & Co. | 4,491 | $2.11M | 0.02% | +47+1.1% | Added |
| Paradigm Asset Management Co LLC | 4,500 | $2.11M | 0.55% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 4,528 | $2.13M | 0.86% | −114−2.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,573 | $2.15M | 0.03% | −469−9.3% | Reduced |
| Harfst & Associates, Inc. | 4,577 | $2.15M | 0.48% | +982+27.3% | Added |
| Allworth Financial LP | 4,580 | $2.15M | 0.01% | +614+15.5% | Added |
| Meeder Advisory Services, Inc. | 4,590 | $2.16M | 0.14% | −259−5.3% | Reduced |
| Oppenheimer Asset Management Inc. | 4,641 | $2.18M | 0.03% | −114−2.4% | Reduced |
| Congress Wealth Management LLC | 4,692 | $2.20M | 0.03% | +2,962+171.2% | Added |
| Principal Securities, Inc. | 4,702 | $2.21M | 0.05% | +132+2.9% | Added |
| Affinity Investment Advisors, LLC | 4,714 | $2.21M | 1.52% | −64−1.3% | Reduced |
| CNB Bank | 4,770 | $2.24M | 1.04% | −318−6.3% | Reduced |
| Independent Advisor Alliance | 4,773 | $2.24M | 0.08% | −79−1.6% | Reduced |
| Peddock Capital Advisors, LLC | 4,803 | $2.26M | 0.54% | +70+1.5% | Added |
| LMCG Investments, LLC | 4,817 | $2.26M | 0.14% | −2,309−32.4% | Reduced |
| New Mexico Educational Retirement Board | 4,881 | $2.29M | 0.08% | −200−3.9% | Reduced |
| Greenleaf Trust | 4,901 | $2.30M | 0.02% | +30+0.6% | Added |
| Hilltop National Bank | 4,919 | $2.31M | 0.70% | +74+1.5% | Added |
| ING Groep NV | 4,949 | $2.33M | 0.01% | −7,336−59.7% | Reduced |
| MAI Capital Management | 4,995 | $2.35M | 0.02% | −565−10.2% | Reduced |
| BKD Wealth Advisors, LLC | 5,006 | $2.35M | 0.05% | −39−0.8% | Reduced |
| Veriti Management LLC | 5,013 | $2.36M | 0.13% | +947+23.3% | Added |
| Bryn Mawr Trust Co | 5,014 | $2.36M | 0.04% | +3,873+339.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 5,023 | $2.36M | 2.13% | −193−3.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,068 | $2.38M | 0.13% | +3,725+277.4% | Added |
| Auxier Asset Management | 5,081 | $2.39M | 0.35% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 5,123 | $2.41M | 1.87% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 5,175 | $2.43M | 0.00% | −973−15.8% | Reduced |
| Crossmark Global Holdings, Inc. | 5,232 | $2.46M | 0.04% | −11,266−68.3% | Reduced |
| Montecito Bank & Trust | 5,241 | $2.46M | 0.42% | +1,358+35.0% | Added |
| Bradley Foster & Sargent Inc | 5,350 | $2.51M | 0.04% | +800+17.6% | Added |
| CIBC World Markets Inc. | 5,354 | $2.52M | 0.01% | −45−0.8% | Reduced |
| Leisure Capital Management | 5,355 | $2.52M | 1.08% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 6,279 | $2.53M | 0.05% | −49−0.8% | Reduced |
| 17 Capital Partners, LLC | 5,405 | $2.54M | 1.65% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,407 | $2.54M | 0.18% | +180+3.4% | Added |
| Securian Asset Management, Inc | 5,465 | $2.57M | 0.07% | −305−5.3% | Reduced |
| Louisiana State Employees Retirement System | 5,500 | $2.58M | 0.05% | −100−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 5,503 | $2.59M | 0.03% | +1,952+55.0% | Added |
| Rakuten Investment Management, Inc. | 5,584 | $2.62M | 0.02% | +1,343+31.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 5,628 | $2.64M | 0.80% | +75+1.4% | Added |
| Vestcor Inc | 5,667 | $2.66M | 0.08% | +2,289+67.8% | Added |
| Quartz Partners, LLC | 5,678 | $2.67M | 1.67% | +5,678 | New |
| Maryland State Retirement & Pension System | 5,711 | $2.68M | 0.06% | −2,152−27.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,812 | $2.73M | 0.19% | −54−0.9% | Reduced |
| FORA Capital, LLC | 5,852 | $2.75M | 0.32% | −5,368−47.8% | Reduced |
| Castellan Group, LLC | 5,866 | $2.76M | 1.16% | −250−4.1% | Reduced |
| Acadian Asset Management LLC | 5,878 | $2.76M | 0.01% | +2,309+64.7% | Added |
| IMA Wealth, Inc. | 5,902 | $2.77M | 0.60% | −18−0.3% | Reduced |
| Ibex Wealth Advisors | 38,253 | $2.80M | 0.90% | +36,733+2,416.6% | Added |
| Quest Partners LLC | 5,997 | $2.82M | 0.25% | +1,718+40.1% | Added |
| Aviance Capital Partners, LLC | 6,000 | $2.82M | 0.37% | −7−0.1% | Reduced |
| CAPROCK Group, Inc. | 6,020 | $2.83M | 0.10% | +15+0.2% | Added |
| Donoghue Forlines LLC | 6,099 | $2.87M | 0.82% | +2,634+76.0% | Added |
| NorthCrest Asset Manangement, LLC | 6,100 | $2.87M | 0.09% | −231−3.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,155 | $2.89M | 0.01% | +1,009+19.6% | Added |
| Chesley Taft & Associates LLC | 6,166 | $2.90M | 0.14% | −396−6.0% | Reduced |
| Hartford Investment Management Co | 6,179 | $2.90M | 0.10% | −204−3.2% | Reduced |
| Family Management Corp | 6,191 | $2.91M | 0.48% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 6,217 | $2.92M | 1.60% | −55−0.9% | Reduced |
| Summit Financial, LLC | 6,276 | $2.95M | 0.12% | +39+0.6% | Added |
| Intech Investment Management LLC | 6,279 | $2.95M | 0.03% | −144−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,343 | $2.98M | 0.01% | −168−2.6% | Reduced |
| Oppenheimer & Co Inc | 6,358 | $2.99M | 0.05% | +1,275+25.1% | Added |
| Mizuho Securities USA LLC | 6,367 | $2.99M | 0.06% | −1,292−16.9% | Reduced |
| Private Advisor Group, LLC | 6,417 | $3.01M | 0.02% | +612+10.5% | Added |
| Bridgeway Capital Management, LLC | 6,540 | $3.07M | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,566 | $3.08M | 0.06% | +4,007+156.6% | Added |
| Fifth Third Bancorp | 6,569 | $3.09M | 0.01% | −575−8.0% | Reduced |
| ExodusPoint Capital Management, LP | 6,618 | $3.11M | 0.03% | +6,618 | New |
| Dean Investment Associates, LLC | 6,635 | $3.12M | 0.42% | −1,024−13.4% | Reduced |
| Savant Capital, LLC | 6,663 | $3.13M | 0.03% | −303−4.3% | Reduced |
| First Hawaiian Bank | 6,782 | $3.19M | 0.10% | +1,175+21.0% | Added |
| New Hampshire Trust | 6,827 | $3.21M | 0.69% | +95+1.4% | Added |
| RSM US Wealth Management LLC | 6,782 | $3.21M | 0.05% | +167+2.5% | Added |
| Kentucky Retirement Systems | 6,840 | $3.21M | 0.09% | −645−8.6% | Reduced |
| Johnson Investment Counsel Inc | 6,914 | $3.25M | 0.03% | −7−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,978 | $3.28M | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 6,978 | $3.28M | 0.03% | +6,978 | New |
| Plato Investment Management Ltd | 6,992 | $3.28M | 0.27% | +202+3.0% | Added |
| FineMark National Bank & Trust | 6,999 | $3.29M | 0.11% | −19−0.3% | Reduced |
| Carret Asset Management, LLC | 7,033 | $3.30M | 0.36% | −150−2.1% | Reduced |
| Great Diamond Partners, LLC | 7,034 | $3.30M | 0.84% | −782−10.0% | Reduced |