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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| Gallacher Capital Management LLC | 648 | $304.3K | 0.14% | −184−22.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 646 | $303.5K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 642 | $301.6K | 0.01% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 639 | $300.2K | 0.11% | −3−0.5% | Reduced |
| Howard Capital Management Inc. | 638 | $299.7K | 0.00% | +638 | New |
| SPC Financial, Inc. | 633 | $297.4K | 0.03% | +5+0.8% | Added |
| SlateStone Wealth, LLC | 633 | $297.0K | 0.03% | +95+17.7% | Added |
| Royal Fund Management, LLC | 631 | $296.5K | 0.02% | +2+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 631 | $296.4K | 0.00% | +12+1.9% | Added |
| Mutual Advisors, LLC | 587 | $296.1K | 0.01% | −43−6.8% | Reduced |
| American Trust | 630 | $296.0K | 0.02% | −40−6.0% | Reduced |
| Jump Financial, LLC | 629 | $295.5K | 0.01% | −4,905−88.6% | Reduced |
| Prio Wealth Limited Partnership | 626 | $294.1K | 0.01% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 623 | $292.7K | 0.11% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 620 | $291.3K | 0.00% | +96+18.3% | Added |
| River Wealth Advisors LLC | 620 | $291.1K | 0.04% | −9−1.4% | Reduced |
| MONECO Advisors, LLC | 615 | $289.0K | 0.04% | +9+1.5% | Added |
| Navellier & Associates Inc | 615 | $288.9K | 0.04% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 553 | $287.3K | 0.04% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 611 | $287.1K | 0.02% | 00.0% | Unchanged |
| TNF LLC | 567 | $286.1K | 0.10% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 604 | $283.8K | 0.03% | −21−3.4% | Reduced |
| Dougherty Wealth Advisers LLC | 603 | $283.3K | 0.23% | 00.0% | Unchanged |
| David Loasby | 590 | $282.9K | 0.03% | −7−1.2% | 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 |
| Hamilton Capital, LLC | 551 | $281.4K | 0.02% | −2−0.4% | Reduced |
| Dark Forest Capital Management LP | 598 | $280.9K | 0.04% | +598 | New |
| SeaCrest Wealth Management, LLC | 597 | $280.5K | 0.03% | +6+1.0% | Added |
| Driehaus Capital Management LLC | 595 | $279.5K | 0.00% | −2−0.3% | Reduced |
| Wealthstream Advisors, Inc. | 594 | $279.1K | 0.05% | +15+2.6% | 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 |
| NDVR, Inc. | 592 | $277.4K | 0.28% | +24+4.2% | Added |
| Trust Point Inc. | 589 | $276.7K | 0.02% | +30+5.4% | Added |
| Washington Capital Management Inc | 586 | $275.3K | 0.21% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 586 | $275.2K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 584 | $274.4K | 0.16% | −11−1.8% | Reduced |
| Washington Trust Advisors, Inc. | 584 | $274.3K | 0.02% | −21−3.5% | Reduced |
| Wolverine Trading, LLC | 582 | $272.7K | 0.01% | +582 | New |
| Gitterman Wealth Management, LLC | 579 | $272.1K | 0.11% | +579 | New |
| Syntegra Private Wealth Group, LLC | 579 | $272.0K | 0.03% | −5−0.9% | Reduced |
| Aua Capital Management, LLC | 577 | $271.1K | 0.16% | −27−4.5% | 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 |
| Banque Cantonale Vaudoise | 573 | $269.0K | 0.01% | −212−27.0% | Reduced |
| Five Oceans Advisors | 571 | $268.3K | 0.13% | 00.0% | Unchanged |
| Westmount Partners, LLC | 568 | $266.9K | 0.08% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 568 | $266.9K | 0.17% | +35+6.6% | Added |
| Delta Investment Management, LLC | 567 | $266.5K | 0.05% | +57+11.2% | Added |
| Shelton Capital Management | 565 | $265.4K | 0.01% | −33−5.5% | Reduced |
| Philadelphia Trust Co | 564 | $265.0K | 0.02% | +14+2.5% | Added |
| Institute for Wealth Management, LLC. | 564 | $265.0K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 563 | $264.5K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 563 | $264.5K | 0.02% | +48+9.3% | Added |
| Apella Capital, LLC | 550 | $264.2K | 0.01% | +7+1.3% | Added |
| HTLF Bank | 561 | $263.6K | 0.03% | −2−0.4% | Reduced |
| Princeton Global Asset Management LLC | 560 | $263.1K | 0.05% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 506 | $262.9K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 559 | $262.6K | 0.02% | −6−1.1% | Reduced |
| Wilkins Investment Counsel Inc | 550 | $258.4K | 0.04% | −240−30.4% | Reduced |
| Deseret Mutual Benefit Administrators | 549 | $257.9K | 0.13% | +110+25.1% | Added |
| 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 |
| 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 |
| Heritage Investment Group, Inc. | 543 | $255.1K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 494 | $254.9K | 0.07% | +3+0.6% | Added |
| Walker Asset Management, LLC | 540 | $253.9K | 0.16% | +1+0.2% | Added |
| Birchcreek Wealth Management, LLC | 538 | $252.6K | 0.17% | −119−18.1% | Reduced |
| Rehmann Capital Advisory Group | 535 | $251.8K | 0.02% | −27−4.8% | Reduced |
| Vista Wealth Management Group, LLC | 534 | $250.7K | 0.02% | +44+9.0% | Added |
| Perennial Investment Advisors, LLC | 531 | $249.7K | 0.03% | −108−16.9% | Reduced |
| Tufton Capital Management | 530 | $249.0K | 0.05% | 00.0% | Unchanged |
| Hemington Wealth Management | 486 | $248.0K | 0.07% | +486 | New |
| WSFS Capital Management, LLC | 526 | $246.9K | 0.01% | +9+1.7% | Added |
| Optimist Retirement Group LLC | 524 | $246.2K | 0.11% | +9+1.7% | Added |
| Somerset Trust Co | 523 | $245.7K | 0.09% | +8+1.6% | Added |
| Cherry Tree Wealth Management, LLC | 521 | $244.8K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 521 | $244.8K | 0.02% | −202−27.9% | Reduced |
| Accurate Wealth Management, LLC | 475 | $242.5K | 0.05% | −6−1.2% | Reduced |
| Avantax Planning Partners, Inc. | 516 | $242.4K | 0.01% | −3−0.6% | Reduced |
| KCM Investment Advisors LLC | 514 | $241.5K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 513 | $241.0K | 0.11% | −316−38.1% | Reduced |
| Financial Insights, Inc. | 509 | $239.1K | 0.08% | −457−47.3% | Reduced |
| Interchange Capital Partners, LLC | 503 | $238.6K | 0.08% | −17−3.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 557 | $237.9K | 0.09% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 505 | $237.3K | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 505 | $237.3K | 0.04% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 505 | $237.0K | 0.09% | −6−1.2% | Reduced |
| Intrua Financial, LLC | 504 | $236.9K | 0.04% | −73−12.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 503 | $236.7K | 0.01% | +4+0.8% | Added |
| Oldfather Financial Services, LLC | 503 | $236.3K | 0.09% | +3+0.6% | Added |
| Nwam LLC | 502 | $235.8K | 0.01% | −21−4.0% | Reduced |
| Marshall Wace, LLP | 500 | $234.9K | 0.00% | −159,965−99.7% | Reduced |
| Resonant Capital Advisors, LLC | 499 | $234.4K | 0.02% | −150−23.1% | Reduced |
| Abel Hall, LLC | 496 | $233.2K | 0.15% | −14−2.7% | Reduced |
| Annex Advisory Services, LLC | 494 | $232.1K | 0.01% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 491 | $230.7K | 0.00% | +15+3.2% | Added |
| YHB Investment Advisors, Inc. | 488 | $229.3K | 0.02% | 00.0% | Unchanged |