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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 3,443 | $1.62M | 0.05% | +43+1.3% | Added |
| NewEdge Wealth, LLC | 3,430 | $1.61M | 0.03% | +79+2.4% | Added |
| Chase Investment Counsel Corp | 3,400 | $1.60M | 0.53% | +800+30.8% | Added |
| Letson Investment Management, Inc. | 3,381 | $1.59M | 0.62% | 00.0% | Unchanged |
| Dean Capital Management | 3,375 | $1.59M | 0.67% | +3,375 | New |
| Redwood Investment Management, LLC | 3,376 | $1.58M | 0.14% | +34+1.0% | Added |
| Shell Asset Management Co | 3,361 | $1.58M | 0.07% | +3,361 | New |
| K.J. Harrison & Partners Inc | 3,000 | $1.57M | 0.24% | −5,000−62.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,337 | $1.57M | 0.04% | −11,826−78.0% | Reduced |
| Swiss Life Asset Management Ltd | 3,323 | $1.56M | 0.02% | −14,275−81.1% | Reduced |
| Ossiam | 3,308 | $1.55M | 0.03% | −1,117−25.2% | Reduced |
| Beacon Pointe Advisors, LLC | 3,287 | $1.54M | 0.02% | −266−7.5% | Reduced |
| Zhang Financial LLC | 3,272 | $1.54M | 0.10% | +396+13.8% | Added |
| Financial Advocates Investment Management | 3,247 | $1.53M | 0.09% | +9+0.3% | Added |
| SpiderRock Advisors, LLC | 3,237 | $1.52M | 0.03% | +1,867+136.3% | Added |
| Tectonic Advisors LLC | 3,236 | $1.52M | 0.10% | −128−3.8% | Reduced |
| Toroso Investments, LLC | 3,232 | $1.52M | 0.02% | +37+1.2% | Added |
| Hilltop Partners LLC | 3,215 | $1.51M | 0.51% | +93+3.0% | Added |
| Qtron Investments LLC | 3,194 | $1.50M | 0.21% | −183−5.4% | Reduced |
| La Banque Postale Asset Management SA | 3,182 | $1.49M | 0.02% | −2,368−42.7% | Reduced |
| Pring Turner Capital Group Inc | 3,176 | $1.49M | 0.94% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,174 | $1.49M | 0.02% | −25−0.8% | Reduced |
| Siemens Fonds Invest GmbH | 3,135 | $1.47M | 0.12% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 3,125 | $1.47M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,112 | $1.46M | 0.03% | −49−1.6% | Reduced |
| Palisade Asset Management, LLC | 3,109 | $1.46M | 0.14% | 00.0% | Unchanged |
| Courier Capital LLC | 3,090 | $1.45M | 0.10% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,034 | $1.43M | 0.02% | +81+2.7% | Added |
| 44 Wealth Management LLC | 2,729 | $1.42M | 0.50% | +2,729 | New |
| Penobscot Investment Management Company, Inc. | 3,007 | $1.41M | 0.13% | +240+8.7% | Added |
| Umb Bank N A | 3,006 | $1.41M | 0.02% | +517+20.8% | Added |
| Pensionfund Sabic | 3,000 | $1.41M | 0.44% | −500−14.3% | Reduced |
| Seven Eight Capital, LP | 2,989 | $1.40M | 0.13% | −3,684−55.2% | Reduced |
| Trust Co of Vermont | 2,980 | $1.40M | 0.07% | −60−2.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,955 | $1.39M | 0.26% | +2,621+784.7% | Added |
| Caldwell Trust Co | 2,935 | $1.38M | 0.14% | +562+23.7% | Added |
| Kestra Private Wealth Services, LLC | 2,924 | $1.37M | 0.03% | +33+1.1% | Added |
| Net Worth Advisory Group | 2,916 | $1.37M | 0.41% | +2,916 | New |
| CWM, LLC | 2,910 | $1.37M | 0.01% | −224−7.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,907 | $1.37M | 0.09% | −297−9.3% | Reduced |
| AXS Investments LLC | 2,906 | $1.37M | 0.36% | +139+5.0% | Added |
| Sandy Cove Advisors, LLC | 2,883 | $1.35M | 0.55% | +10.0% | Added |
| HighPoint Advisor Group LLC | 2,663 | $1.35M | 0.08% | −18−0.7% | Reduced |
| M. Kulyk & Associates, LLC | 2,874 | $1.35M | 0.27% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,868 | $1.35M | 0.13% | +10+0.3% | Added |
| Kingsview Wealth Management, LLC | 2,857 | $1.34M | 0.03% | +49+1.7% | Added |
| Graypoint LLC | 2,835 | $1.33M | 0.09% | +54+1.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,826 | $1.33M | 0.04% | −383−11.9% | Reduced |
| Pitcairn Co | 2,826 | $1.33M | 0.08% | −343−10.8% | Reduced |
| Synovus Financial Corp | 2,812 | $1.32M | 0.02% | +38+1.4% | Added |
| Huntington National Bank | 2,783 | $1.31M | 0.01% | +67+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 2,768 | $1.30M | 0.06% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,748 | $1.29M | 0.18% | +49+1.8% | Added |
| Fayez Sarofim & Co | 2,716 | $1.28M | 0.00% | +246+10.0% | Added |
| Hancock Whitney Corp | 2,704 | $1.27M | 0.04% | +115+4.4% | Added |
| Heartland Bank & Trust Co | 2,689 | $1.26M | 0.68% | −66−2.4% | Reduced |
| Bleakley Financial Group, LLC | 2,671 | $1.25M | 0.04% | −99−3.6% | Reduced |
| Cavalier Investments, LLC | 2,617 | $1.23M | 0.38% | +138+5.6% | Added |
| Gator Capital Management, LLC | 2,600 | $1.22M | 0.54% | 00.0% | Unchanged |
| HM Payson & Co | 2,570 | $1.21M | 0.02% | −100−3.7% | Reduced |
| Mattson Financial Services, LLC | 2,822 | $1.21M | 0.43% | −21−0.7% | Reduced |
| Tiaa Trust, National Association | 2,559 | $1.20M | 0.00% | −166−6.1% | Reduced |
| Empirical Asset Management, LLC | 8,710 | $1.20M | 0.43% | +1,870+27.3% | Added |
| Brendel Financial Advisors LLC | 2,544 | $1.20M | 0.68% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,540 | $1.19M | 0.01% | −298−10.5% | Reduced |
| Eqis Capital Management, Inc. | 2,527 | $1.19M | 0.09% | +7+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 2,515 | $1.18M | 0.09% | +1,980+370.1% | Added |
| National Asset Management, Inc. | 2,507 | $1.18M | 0.03% | −612−19.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,508 | $1.18M | 0.04% | −755−23.1% | Reduced |
| EPG Wealth Management LLC | 2,487 | $1.17M | 0.29% | +2,487 | Added |
| Signaturefd, LLC | 2,471 | $1.16M | 0.02% | −55−2.2% | Reduced |
| Vectors Research Management, LLC | 2,480 | $1.16M | 0.35% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 2,458 | $1.15M | 0.02% | −2,220−47.5% | Reduced |
| Copperwynd Financial, LLC | 2,452 | $1.15M | 0.35% | +25+1.0% | Added |
| Skba Capital Management LLC | 2,445 | $1.15M | 0.17% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,433 | $1.14M | 0.05% | +721+42.1% | Added |
| Lake Street Advisors Group, LLC | 2,424 | $1.14M | 0.05% | −65−2.6% | Reduced |
| US Asset Management LLC | 2,014 | $1.13M | 1.00% | −9−0.4% | Reduced |
| Old North State Trust, LLC | 2,369 | $1.11M | 0.90% | +24+1.0% | Added |
| Legacy Capital Group California, Inc. | 2,356 | $1.11M | 0.37% | −12−0.5% | Reduced |
| Kinneret Advisory, LLC | 2,282 | $1.07M | 0.10% | −30−1.3% | Reduced |
| Avantax Advisory Services, Inc. | 2,282 | $1.07M | 0.01% | +261+12.9% | Added |
| Cary Street Partner Investment Advisory LLC | 2,249 | $1.06M | 0.04% | +58+2.6% | Added |
| Gratus Wealth Advisors, LLC | 2,177 | $1.05M | 0.17% | +209+10.6% | Added |
| Ballentine Partners, LLC | 2,206 | $1.04M | 0.02% | +193+9.6% | Added |
| Lindbrook Capital, LLC | 2,181 | $1.02M | 0.09% | −21−1.0% | Reduced |
| Lebenthal Global Advisors, LLC | 2,175 | $1.02M | 0.21% | +321+17.3% | Added |
| Vishria Bird Financial Group, LLC | 2,174 | $1.02M | 0.39% | +180+9.0% | Added |
| V-Square Quantitative Management LLC | 2,171 | $1.02M | 0.15% | +356+19.6% | Added |
| EP Wealth Advisors, LLC | 2,163 | $1.02M | 0.01% | +348+19.2% | Added |
| Belpointe Asset Management LLC | 2,155 | $1.01M | 0.06% | +87+4.2% | Added |
| Pettee Investors, Inc. | 2,150 | $1.01M | 0.49% | 00.0% | Unchanged |
| Stephens Inc | 2,145 | $1.01M | 0.01% | +94+4.6% | Added |
| Atom Investors LP | 2,115 | $993.6K | 0.10% | +163+8.4% | Added |
| Gateway Investment Advisers LLC | 2,113 | $992.7K | 0.01% | −27−1.3% | Reduced |
| RFG Advisory, LLC | 2,104 | $988.7K | 0.03% | −834−28.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $984.3K | 0.24% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 2,067 | $971.1K | 0.72% | +216+11.7% | Added |
| Prosperity Consulting Group, LLC | 2,048 | $962.3K | 0.08% | −38−1.8% | Reduced |
| Fielder Capital Group LLC | 2,046 | $961.1K | 0.32% | −2−0.1% | Reduced |