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 |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 38,253 | $2.80M | 0.90% | +36,733+2,416.6% | Added |
| IMA Wealth, Inc. | 5,902 | $2.77M | 0.60% | −18−0.3% | Reduced |
| Acadian Asset Management LLC | 5,878 | $2.76M | 0.01% | +2,309+64.7% | Added |
| Castellan Group, LLC | 5,866 | $2.76M | 1.16% | −250−4.1% | Reduced |
| FORA Capital, LLC | 5,852 | $2.75M | 0.32% | −5,368−47.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,812 | $2.73M | 0.19% | −54−0.9% | Reduced |
| Maryland State Retirement & Pension System | 5,711 | $2.68M | 0.06% | −2,152−27.4% | Reduced |
| Quartz Partners, LLC | 5,678 | $2.67M | 1.67% | +5,678 | New |
| Vestcor Inc | 5,667 | $2.66M | 0.08% | +2,289+67.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 5,628 | $2.64M | 0.80% | +75+1.4% | Added |
| Rakuten Investment Management, Inc. | 5,584 | $2.62M | 0.02% | +1,343+31.7% | Added |
| Sequoia Financial Advisors, LLC | 5,503 | $2.59M | 0.03% | +1,952+55.0% | Added |
| Louisiana State Employees Retirement System | 5,500 | $2.58M | 0.05% | −100−1.8% | Reduced |
| Securian Asset Management, Inc | 5,465 | $2.57M | 0.07% | −305−5.3% | Reduced |
| Nations Financial Group Inc, | 5,407 | $2.54M | 0.18% | +180+3.4% | Added |
| 17 Capital Partners, LLC | 5,405 | $2.54M | 1.65% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 6,279 | $2.53M | 0.05% | −49−0.8% | Reduced |
| Leisure Capital Management | 5,355 | $2.52M | 1.08% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 5,354 | $2.52M | 0.01% | −45−0.8% | Reduced |
| Bradley Foster & Sargent Inc | 5,350 | $2.51M | 0.04% | +800+17.6% | Added |
| Montecito Bank & Trust | 5,241 | $2.46M | 0.42% | +1,358+35.0% | Added |
| Crossmark Global Holdings, Inc. | 5,232 | $2.46M | 0.04% | −11,266−68.3% | Reduced |
| 1832 Asset Management L.P. | 5,175 | $2.43M | 0.00% | −973−15.8% | Reduced |
| Cove Private Wealth, LLC | 5,123 | $2.41M | 1.87% | 00.0% | Unchanged |
| Auxier Asset Management | 5,081 | $2.39M | 0.35% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,068 | $2.38M | 0.13% | +3,725+277.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 5,023 | $2.36M | 2.13% | −193−3.7% | Reduced |
| Bryn Mawr Trust Co | 5,014 | $2.36M | 0.04% | +3,873+339.4% | Added |
| Veriti Management LLC | 5,013 | $2.36M | 0.13% | +947+23.3% | Added |
| BKD Wealth Advisors, LLC | 5,006 | $2.35M | 0.05% | −39−0.8% | Reduced |
| MAI Capital Management | 4,995 | $2.35M | 0.02% | −565−10.2% | Reduced |
| ING Groep NV | 4,949 | $2.33M | 0.01% | −7,336−59.7% | Reduced |
| Hilltop National Bank | 4,919 | $2.31M | 0.70% | +74+1.5% | Added |
| Greenleaf Trust | 4,901 | $2.30M | 0.02% | +30+0.6% | Added |
| New Mexico Educational Retirement Board | 4,881 | $2.29M | 0.08% | −200−3.9% | Reduced |
| LMCG Investments, LLC | 4,817 | $2.26M | 0.14% | −2,309−32.4% | Reduced |
| Peddock Capital Advisors, LLC | 4,803 | $2.26M | 0.54% | +70+1.5% | Added |
| Independent Advisor Alliance | 4,773 | $2.24M | 0.08% | −79−1.6% | Reduced |
| CNB Bank | 4,770 | $2.24M | 1.04% | −318−6.3% | Reduced |
| Affinity Investment Advisors, LLC | 4,714 | $2.21M | 1.52% | −64−1.3% | Reduced |
| Principal Securities, Inc. | 4,702 | $2.21M | 0.05% | +132+2.9% | Added |
| Congress Wealth Management LLC | 4,692 | $2.20M | 0.03% | +2,962+171.2% | Added |
| Oppenheimer Asset Management Inc. | 4,641 | $2.18M | 0.03% | −114−2.4% | Reduced |
| Meeder Advisory Services, Inc. | 4,590 | $2.16M | 0.14% | −259−5.3% | Reduced |
| Allworth Financial LP | 4,580 | $2.15M | 0.01% | +614+15.5% | Added |
| Harfst & Associates, Inc. | 4,577 | $2.15M | 0.48% | +982+27.3% | Added |
| Cullen/Frost Bankers, Inc. | 4,573 | $2.15M | 0.03% | −469−9.3% | Reduced |
| Eley Financial Management, Inc | 4,528 | $2.13M | 0.86% | −114−2.5% | Reduced |
| Paradigm Asset Management Co LLC | 4,500 | $2.11M | 0.55% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,491 | $2.11M | 0.02% | +47+1.1% | Added |
| BFSG, LLC | 4,477 | $2.10M | 0.24% | +520+13.1% | Added |
| Unigestion Holding SA | 4,436 | $2.08M | 0.10% | +1,971+80.0% | Added |
| Federation des caisses Desjardins du Quebec | 4,397 | $2.06M | 0.01% | +1,275+40.8% | Added |
| Connecticut Wealth Management, LLC | 4,369 | $2.05M | 0.10% | −123−2.7% | Reduced |
| Chicago Trust Co NA | 4,290 | $2.02M | 0.35% | +236+5.8% | Added |
| TruWealth Advisors, LLC | 4,289 | $2.02M | 0.12% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,289 | $2.01M | 0.02% | −116−2.6% | Reduced |
| Adviser Investments LLC | 4,210 | $1.98M | 0.02% | +20.0% | Added |
| Ramirez Asset Management, Inc. | 4,197 | $1.97M | 0.38% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,171 | $1.96M | 0.05% | +23+0.6% | Added |
| NEOS Investment Management LLC | 4,156 | $1.95M | 0.06% | +812+24.3% | Added |
| Norinchukin Bank, The | 4,144 | $1.95M | 0.05% | +588+16.5% | Added |
| Mount Yale Investment Advisors, LLC | 4,103 | $1.93M | 0.19% | −172−4.0% | Reduced |
| GAMMA Investing LLC | 4,102 | $1.93M | 0.19% | +554+15.6% | Added |
| Kennebec Savings Bank | 4,066 | $1.91M | 1.89% | +4,066 | New |
| Quadrant Capital Group LLC | 4,048 | $1.90M | 0.13% | −31−0.8% | Reduced |
| Bank Ozk | 4,046 | $1.90M | 0.79% | −48−1.2% | Reduced |
| Coldstream Capital Management Inc | 4,009 | $1.90M | 0.04% | +249+6.6% | Added |
| E. Ohman J:or Asset Management AB | 4,030 | $1.89M | 0.05% | −470−10.4% | Reduced |
| Apollon Wealth Management, LLC | 4,024 | $1.89M | 0.05% | −478−10.6% | Reduced |
| First Horizon Advisors, Inc. | 4,019 | $1.89M | 0.05% | +369+10.1% | Added |
| Prescott Group Capital Management, L.L.C. | 4,000 | $1.88M | 0.27% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,942 | $1.85M | 0.22% | +37+0.9% | Added |
| Atria Wealth Solutions, Inc. | 3,916 | $1.84M | 0.02% | −180−4.4% | Reduced |
| TrimTabs Asset Management, LLC | 3,913 | $1.84M | 0.43% | −3,912−50.0% | Reduced |
| Vinva Investment Management Ltd | 3,908 | $1.83M | 0.08% | +1,021+35.4% | Added |
| Covenant Partners, LLC | 3,896 | $1.83M | 0.53% | +14+0.4% | Added |
| Groupama Asset Managment | 4,850 | $1.83M | 0.05% | −1,409−22.5% | Reduced |
| Keeley-Teton Advisors, LLC | 3,879 | $1.82M | 0.20% | −4−0.1% | Reduced |
| Teachers Insurance & Annuity Association of America | 3,875 | $1.82M | 2.78% | +3,875 | New |
| Dai-Ichi Life Insurance Company, Ltd | 3,812 | $1.79M | 0.05% | +3,000+369.5% | Added |
| Wetherby Asset Management Inc | 3,768 | $1.77M | 0.08% | −10−0.3% | Reduced |
| Verition Fund Management LLC | 3,760 | $1.77M | 0.01% | +690+22.5% | Added |
| Clearstead Advisors, LLC | 3,740 | $1.76M | 0.03% | +8+0.2% | Added |
| Global Retirement Partners, LLC | 3,732 | $1.75M | 0.05% | +301+8.8% | Added |
| Chemistry Wealth Management LLC | 3,696 | $1.74M | 0.42% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 3,679 | $1.73M | 0.03% | −2,248−37.9% | Reduced |
| MainStreet Investment Advisors LLC | 3,677 | $1.73M | 0.23% | −609−14.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,651 | $1.72M | 0.23% | +160+4.6% | Added |
| Oddo BHF Asset Management SAS | 3,625 | $1.70M | 0.08% | +3,625 | New |
| Empirical Finance, LLC | 3,623 | $1.70M | 0.10% | +69+1.9% | Added |
| Prentice Wealth Management LLC | 3,622 | $1.70M | 0.51% | −48−1.3% | Reduced |
| Prudent Man Advisors, LLC | 3,594 | $1.69M | 0.56% | −102−2.8% | Reduced |
| We Are One Seven, LLC | 3,578 | $1.68M | 0.07% | +356+11.0% | Added |
| Jacobi Capital Management LLC | 3,550 | $1.67M | 0.13% | +251+7.6% | Added |
| Wedmont Private Capital | 3,446 | $1.66M | 0.09% | +46+1.4% | Added |
| Resources Investment Advisors, LLC. | 3,513 | $1.65M | 0.02% | +26+0.7% | Added |
| Fifth Third Wealth Advisors LLC | 3,505 | $1.65M | 0.10% | +127+3.8% | Added |
| Mesirow Financial Investment Management, Inc. | 3,460 | $1.63M | 0.03% | +10.0% | Added |
| Central Trust Co | 3,454 | $1.62M | 0.04% | −287−7.7% | Reduced |