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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 198 | $93.0K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 194 | $91.1K | 0.00% | −7−3.5% | Reduced |
| Oarsman Capital, Inc. | 194 | $91.1K | 0.02% | +194 | New |
| Security National Bank | 191 | $89.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 186 | $87.4K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 185 | $86.9K | 0.00% | +185 | New |
| Laurel Wealth Advisors LLC | 176 | $82.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 176 | $82.7K | 0.01% | +75+74.3% | Added |
| Tobam | 173 | $81.0K | 0.01% | +44+34.1% | Added |
| Global Financial Private Client, LLC | 168 | $78.9K | 0.03% | +35+26.3% | Added |
| Resources Management Corp | 165 | $78.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 159 | $74.7K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $74.7K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $74.7K | 0.03% | +13+8.9% | Added |
| Alpine Bank Wealth Management | 156 | $73.3K | 0.01% | +156 | New |
| West Branch Capital LLC | 153 | $71.9K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $71.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 150 | $70.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 148 | $69.5K | 0.01% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 140 | $65.8K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 138 | $64.8K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 138 | $64.8K | 0.01% | +33+31.4% | Added |
| Iron Horse Wealth Management, LLC | 138 | $64.7K | 0.02% | +1+0.7% | Added |
| Financial Perspectives, Inc | 137 | $64.6K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 135 | $63.4K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 131 | $61.5K | 0.04% | −7−5.1% | Reduced |
| CoreCap Advisors, LLC | 131 | $61.5K | 0.00% | +23+21.3% | Added |
| Jamison Private Wealth Management, Inc. | 131 | $61.4K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 129 | $60.6K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 127 | $59.7K | 0.00% | −2−1.6% | Reduced |
| Catalyst Capital Advisors LLC | 126 | $59.2K | 0.00% | −224−64.0% | Reduced |
| West Paces Advisors Inc. | 126 | $59.2K | 0.01% | −16−11.3% | Reduced |
| Battery Global Advisors, LLC | 119 | $55.9K | 0.03% | +119 | New |
| WR Wealth Planners, LLC | 118 | $55.4K | 0.02% | +79+202.6% | Added |
| Zions Bancorporation, N.A. | 114 | $53.6K | 0.00% | −18−13.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $51.7K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 110 | $51.7K | 0.02% | +10+10.0% | Added |
| Covestor Ltd | 109 | $51.0K | 0.03% | −4−3.5% | Reduced |
| American National Bank | 106 | $49.8K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $47.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $47.0K | 0.02% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 97 | $45.5K | 0.18% | +97 | New |
| Claris Advisors, LLC | 93 | $43.9K | 0.02% | +93 | New |
| Bell Investment Advisors, Inc | 91 | $42.8K | 0.01% | −2−2.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $42.3K | 0.01% | −315−77.8% | Reduced |
| Financial Freedom, LLC | 88 | $41.3K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 83 | $39.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 81 | $38.1K | 0.00% | +17+26.6% | Added |
| Twin Lakes Capital Management, LLC | 80 | $37.7K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 79 | $37.1K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 75 | $35.2K | 0.01% | +75 | New |
| Annapolis Financial Services, LLC | 72 | $33.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 70 | $32.9K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 69 | $32.4K | 0.00% | +47+213.6% | Added |
| Roble, Belko & Company, Inc | 69 | $32.0K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 68 | $31.9K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 68 | $31.9K | 0.01% | +14+25.9% | Added |
| AdvisorNet Financial, Inc | 67 | $31.5K | 0.00% | −2−2.9% | Reduced |
| Bank & Trust Co | 67 | $31.5K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 67 | $31.5K | 0.00% | +67 | New |
| Mascoma Wealth Management LLC | 66 | $31.0K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 65 | $30.5K | 0.05% | 00.0% | Unchanged |
| Wintrust Investments LLC | 65 | $30.0K | 0.02% | +65 | New |
| Key Financial Inc | 61 | $28.7K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 60 | $28.2K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 60 | $28.2K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 58 | $27.2K | 0.00% | −1−1.7% | Reduced |
| Westside Investment Management, Inc. | 58 | $27.2K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 56 | $26.3K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 55 | $25.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 51 | $24.0K | 0.00% | −65−56.0% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $23.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $23.5K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $23.5K | 0.02% | +48+2,400.0% | Added |
| Valued Wealth Advisors LLC | 49 | $23.0K | 0.01% | −4−7.5% | Reduced |
| Hantz Financial Services, Inc. | 48 | $23.0K | 0.00% | −20−29.4% | Reduced |
| Founders Capital Management | 48 | $22.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 46 | $21.6K | 0.00% | +16+53.3% | Added |
| Solstein Capital, LLC | 46 | $21.6K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 45 | $21.1K | 0.00% | −10−18.2% | Reduced |
| Versant Capital Management, Inc | 42 | $19.7K | 0.00% | −11−20.8% | Reduced |
| REAP Financial Group, LLC | 40 | $18.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 40 | $18.9K | 0.02% | −1−2.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 40 | $18.8K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 38 | $17.9K | 0.01% | +38 | New |
| Rise Advisors, LLC | 37 | $17.6K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 37 | $17.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $16.9K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 36 | $16.9K | 0.01% | +36 | New |
| Quarry LP | 35 | $16.4K | 0.01% | −696−95.2% | Reduced |
| Continuum Advisory, LLC | 29 | $16.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 34 | $16.0K | 0.00% | −36,009−99.9% | Reduced |
| Duncker Streett & Co Inc | 33 | $15.5K | 0.00% | +33 | New |
| Strategic Investment Solutions, Inc. | 33 | $15.3K | 0.00% | +2+6.5% | Added |
| New Millennium Group LLC | 32 | $15.1K | 0.01% | −3,283−99.0% | Reduced |
| Prestige Wealth Management Group LLC | 32 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 31 | $15.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 30 | $14.1K | 0.01% | +30 | New |
| Main Street Group, LTD | 28 | $12.9K | 0.01% | −2−6.7% | Reduced |
| JNBA Financial Advisors | 26 | $12.2K | 0.00% | 00.0% | Unchanged |