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 |
|---|---|---|---|---|---|
| Rebalance, LLC | 485 | $227.9K | 0.02% | −168−25.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 485 | $227.9K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 482 | $226.5K | 0.00% | +482 | New |
| Platform Technology Partners | 482 | $226.4K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 481 | $226.0K | 0.05% | −799−62.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 400 | $225.6K | 0.04% | +400 | New |
| GenTrust, LLC | 480 | $225.5K | 0.01% | +480 | New |
| Confluence Investment Management LLC | 480 | $225.5K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 480 | $225.5K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 480 | $225.5K | 0.04% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 477 | $224.1K | 0.02% | −6−1.2% | Reduced |
| Dechtman Wealth Management, LLC | 477 | $224.0K | 0.05% | +2+0.4% | Added |
| Penserra Capital Management LLC | 478 | $224.0K | 0.00% | +5+1.1% | Added |
| Private Client Services, LLC | 476 | $223.8K | 0.12% | −22−4.4% | Reduced |
| Empower Advisory Group, LLC | 474 | $222.7K | 0.00% | +474 | New |
| Tiemann Investment Advisors, LLC | 471 | $221.3K | 0.10% | 00.0% | Unchanged |
| Alpha Family Trust | 470 | $220.8K | 0.12% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 469 | $220.3K | 0.02% | +469 | New |
| Horan Securities, Inc. | 469 | $220.3K | 0.09% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 468 | $219.9K | 0.02% | +21+4.7% | Added |
| Simon Quick Advisors, LLC | 467 | $219.4K | 0.01% | +467 | New |
| Chicago Partners Investment Group LLC | 421 | $219.0K | 0.01% | +421 | New |
| Proficio Capital Partners LLC | 466 | $218.9K | 0.02% | −202−30.2% | Reduced |
| Legacy Financial Advisors, Inc. | 464 | $218.1K | 0.04% | +464 | New |
| Regimen Wealth, LLC | 459 | $215.9K | 0.07% | +459 | New |
| Walleye Trading LLC | 455 | $213.8K | 0.01% | −2,280−83.4% | Reduced |
| Bordeaux Wealth Advisors LLC | 455 | $213.8K | 0.04% | +455 | New |
| Family Firm, Inc. | 454 | $213.5K | 0.05% | +71+18.5% | Added |
| Boyd Watterson Asset Management LLC | 454 | $213.4K | 0.06% | −3−0.7% | Reduced |
| AlTi Global, Inc. | 453 | $212.7K | 0.01% | +453 | New |
| Passumpsic Savings Bank | 450 | $211.4K | 0.14% | +450 | New |
| West Oak Capital, LLC | 450 | $211.4K | 0.04% | −60−11.8% | Reduced |
| Charter Trust Co | 449 | $210.9K | 0.01% | +449 | New |
| Abacus Planning Group, Inc. | 448 | $210.5K | 0.04% | +448 | New |
| Sigma Planning Corp | 448 | $210.3K | 0.01% | −32−6.7% | Reduced |
| Sentry Investment Management LLC | 447 | $210.0K | 0.09% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 445 | $209.1K | 0.00% | +445 | New |
| Revisor Wealth Management LLC | 444 | $208.6K | 0.13% | +444 | New |
| Moors & Cabot, Inc. | 442 | $207.7K | 0.01% | +442 | New |
| International Assets Investment Management, LLC | 97,251 | $207.0K | 0.00% | +97,251 | New |
| Marathon Capital Management | 440 | $206.7K | 0.05% | +440 | New |
| Weaver Consulting Group | 439 | $206.2K | 0.07% | +439 | New |
| Foundations Investment Advisors, LLC | 439 | $206.1K | 0.00% | +439 | New |
| Cynosure Management, LLC | 438 | $205.9K | 0.03% | +438 | New |
| Evoke Wealth, LLC | 438 | $205.8K | 0.01% | +438 | New |
| OneAscent Financial Services LLC | 437 | $205.0K | 0.15% | −165−27.4% | Reduced |
| Morningstar Investment Services LLC | 437 | $205.0K | 0.00% | +437 | New |
| Scotia Capital Inc. | 436 | $204.8K | 0.00% | +436 | New |
| FinTrust Capital Advisors, LLC | 434 | $203.9K | 0.03% | +96+28.4% | Added |
| Hamilton Capital Partners Inc. | 433 | $203.4K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 433 | $203.0K | 0.03% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 432 | $203.0K | 0.01% | −38−8.1% | Reduced |
| Wealthcare Advisory Partners LLC | 432 | $202.8K | 0.01% | −67−13.4% | Reduced |
| Orrstown Financial Services Inc | 428 | $201.1K | 0.06% | +428 | New |
| Independent Family Office, LLC | 428 | $201.1K | 0.10% | +428 | New |
| Paragon Private Wealth Management, LLC | 428 | $201.1K | 0.10% | +428 | New |
| GHP Investment Advisors, Inc. | 421 | $197.7K | 0.01% | +1+0.2% | Added |
| Macroview Investment Management LLC | 420 | $197.3K | 0.19% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 419 | $196.7K | 0.08% | −8−1.9% | Reduced |
| State of Wyoming | 417 | $195.9K | 0.03% | +38+10.0% | Added |
| CVA Family Office, LLC | 408 | $191.7K | 0.03% | +3+0.7% | Added |
| Riverview Trust Co | 392 | $184.2K | 0.16% | +2+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 386 | $181.3K | 0.00% | −570−59.6% | Reduced |
| Acropolis Investment Management, LLC | 384 | $180.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $176.2K | 0.02% | −1−0.3% | Reduced |
| Creative Financial Designs Inc | 362 | $170.1K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 359 | $168.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 354 | $166.3K | 0.01% | +257+264.9% | Added |
| United Community Bank | 346 | $162.6K | 0.06% | −58−14.4% | Reduced |
| Ostrum Asset Management | 323 | $151.7K | 0.01% | +3+0.9% | Added |
| CoreFirst Bank & Trust | 317 | $148.9K | 0.09% | +317 | New |
| North Star Investment Management Corp. | 307 | $144.2K | 0.01% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 306 | $143.8K | 0.13% | +306 | New |
| SYSTM Wealth Solutions LLC | 305 | $143.3K | 4.35% | −14,397−97.9% | Reduced |
| Field & Main Bank | 305 | $143.3K | 0.05% | +30+10.9% | Added |
| Alta Advisers Ltd | 300 | $140.9K | 0.06% | 00.0% | Unchanged |
| First Personal Financial Services | 300 | $140.9K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 290 | $136.2K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 290 | $136.2K | 0.01% | +290 | New |
| Kozak & Associates, Inc. | 261 | $135.3K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 280 | $132.0K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 280 | $131.5K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 273 | $128.3K | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $126.8K | 0.01% | +262+3,275.0% | Added |
| Armstrong Advisory Group, Inc | 265 | $124.5K | 0.01% | +38+16.7% | Added |
| Raleigh Capital Management Inc. | 265 | $124.3K | 0.05% | −9−3.3% | Reduced |
| Breakwater Investment Management | 261 | $122.6K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 261 | $122.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $122.6K | 0.02% | 00.0% | Unchanged |
| Allianz SE | 260 | $122.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 254 | $119.3K | 0.01% | +14+5.8% | Added |
| Coston, McIsaac & Partners | 252 | $118.0K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 245 | $115.1K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 233 | $109.0K | 0.00% | +4+1.7% | Added |
| Exchange Traded Concepts, LLC | 229 | $107.6K | 0.00% | +229 | New |
| Ashton Thomas Securities, LLC | 228 | $107.1K | 0.02% | +228 | New |
| 1620 Investment Advisors, Inc. | 220 | $103.4K | 0.08% | −260−54.2% | Reduced |
| Hexagon Capital Partners LLC | 212 | $99.6K | 0.02% | −36−14.5% | Reduced |
| Pinnacle Bancorp, Inc. | 211 | $99.1K | 0.03% | 00.0% | Unchanged |
| Motco | 205 | $96.3K | 0.01% | 00.0% | Unchanged |