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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 2,027 | $952.3K | 0.00% | −537−20.9% | Reduced |
| Blueshift Asset Management, LLC | 2,025 | $951.4K | 0.24% | +2,025 | New |
| TrinityPoint Wealth, LLC | 2,023 | $950.2K | 0.14% | +129+6.8% | Added |
| Round Rock Advisors, LLC | 2,020 | $949.0K | 0.22% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,014 | $946.2K | 0.44% | +43+2.2% | Added |
| Morse Asset Management, Inc | 2,000 | $939.6K | 0.20% | +2,000 | New |
| Pacific Capital Partners Ltd | 1,998 | $938.7K | 0.55% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,980 | $930.2K | 0.15% | −79−3.8% | Reduced |
| Ritholtz Wealth Management | 1,964 | $922.5K | 0.03% | +206+11.7% | Added |
| Douglass Winthrop Advisors, LLC | 1,962 | $921.8K | 0.02% | −55−2.7% | Reduced |
| Mather Group, LLC. | 1,949 | $915.4K | 0.01% | −213−9.9% | Reduced |
| FJ Capital Management LLC | 1,937 | $910.0K | 0.10% | −233−10.7% | Reduced |
| Adapt Wealth Advisors, LLC | 1,935 | $909.1K | 0.49% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,918 | $901.1K | 0.03% | −26−1.3% | Reduced |
| GTS Securities LLC | 1,912 | $898.3K | 0.02% | −6−0.3% | Reduced |
| Quantitative Investment Management, LLC | 1,912 | $898.0K | 0.09% | +1,912 | New |
| Ci Investments Inc. | 1,906 | $895.0K | 0.00% | +103+5.7% | Added |
| Insigneo Advisory Services, LLC | 1,894 | $889.9K | 0.09% | −10−0.5% | Reduced |
| Advisors Asset Management, Inc. | 1,888 | $887.0K | 0.02% | +188+11.1% | Added |
| MorganRosel Wealth Management, LLC | 1,871 | $879.0K | 0.29% | −184−9.0% | Reduced |
| Citizens Financial Group Inc | 1,865 | $876.2K | 0.02% | −28−1.5% | Reduced |
| Sage Mountain Advisors LLC | 1,857 | $872.2K | 0.07% | +688+58.9% | Added |
| Ontario Teachers Pension Plan Board | 1,855 | $871.5K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,851 | $869.5K | 0.02% | −68−3.5% | Reduced |
| CSS LLC | 1,850 | $869.1K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,846 | $867.1K | 0.09% | −13−0.7% | Reduced |
| First Commonwealth Financial Corp | 1,842 | $865.4K | 0.21% | +35+1.9% | Added |
| Inceptionr LLC | 1,840 | $864.5K | 0.21% | +1,269+222.2% | Added |
| IFP Advisors, Inc | 1,838 | $863.8K | 0.03% | −37−2.0% | Reduced |
| Dodge & Cox | 1,827 | $858.3K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,819 | $854.8K | 0.09% | −872−32.4% | Reduced |
| Syon Capital LLC | 1,818 | $854.3K | 0.08% | −33−1.8% | Reduced |
| Prudential PLC | 1,817 | $853.6K | 0.00% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,800 | $845.7K | 0.04% | −142−7.3% | Reduced |
| Legacy Advisors, LLC | 1,793 | $842.4K | 0.09% | +52+3.0% | Added |
| Howard Capital Management Group, LLC | 1,787 | $839.5K | 0.06% | +178+11.1% | Added |
| Rathbone Brothers plc | 1,777 | $834.9K | 0.00% | −50−2.7% | Reduced |
| Snowden Capital Advisors LLC | 1,769 | $831.1K | 0.02% | −44−2.4% | Reduced |
| Legacy Trust | 1,752 | $823.1K | 0.19% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,729 | $812.0K | 0.04% | +926+115.3% | Added |
| Assetmark, Inc | 1,726 | $810.7K | 0.00% | −7−0.4% | Reduced |
| Searle & Co. | 1,710 | $803.5K | 0.20% | −1,369−44.5% | Reduced |
| Frank, Rimerman Advisors LLC | 1,705 | $801.0K | 0.06% | −9−0.5% | Reduced |
| Gotham Asset Management, LLC | 1,704 | $800.6K | 0.01% | +143+9.2% | Added |
| Accel Wealth Management | 1,688 | $793.2K | 0.30% | −7−0.4% | Reduced |
| Spinnaker Trust | 1,685 | $791.6K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,680 | $789.7K | 0.05% | −36−2.1% | Reduced |
| Vise Technologies, Inc. | 1,680 | $789.3K | 0.10% | +1,680 | New |
| Argent Trust Co | 1,677 | $787.9K | 0.03% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,672 | $785.5K | 0.02% | −198−10.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,831 | $782.2K | 0.01% | +246+15.5% | Added |
| Grimes & Company, Inc. | 1,661 | $780.1K | 0.02% | −28−1.7% | Reduced |
| J. W. Coons Advisors, LLC | 1,639 | $770.1K | 0.19% | +9+0.6% | Added |
| Boston Financial Mangement LLC | 1,618 | $760.2K | 0.02% | −14−0.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,611 | $757.0K | 0.07% | −150−8.5% | Reduced |
| Pennsylvania Capital Management Inc | 1,607 | $755.0K | 0.27% | +1+0.1% | Added |
| Ancora Advisors, LLC | 1,603 | $753.2K | 0.02% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,600 | $751.7K | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,600 | $751.7K | 0.04% | +347+27.7% | Added |
| DoubleLine ETF Adviser LP | 1,595 | $749.3K | 0.18% | −126−7.3% | Reduced |
| Capstone Investment Advisors, LLC | 1,577 | $740.9K | 0.01% | −592−27.3% | Reduced |
| Horizon Investments, LLC | 1,580 | $740.1K | 0.02% | +83+5.5% | Added |
| Fort Point Capital Partners LLC | 1,573 | $739.0K | 0.09% | +56+3.7% | Added |
| Norden Group LLC | 1,557 | $731.6K | 0.09% | +959+160.4% | Added |
| Profund Advisors LLC | 1,551 | $728.7K | 0.03% | +54+3.6% | Added |
| First Citizens Bank & Trust Co | 1,548 | $727.3K | 0.02% | −8−0.5% | Reduced |
| Everence Capital Management Inc | 1,540 | $724.0K | 0.05% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,538 | $722.8K | 0.49% | −198−11.4% | Reduced |
| New Century Financial Group, LLC | 1,525 | $716.5K | 0.26% | +80+5.5% | Added |
| Walleye Capital LLC | 1,516 | $712.2K | 0.01% | −1,883−55.4% | Reduced |
| Stokes Capital Advisors, LLC | 1,512 | $710.4K | 0.18% | −70−4.4% | Reduced |
| Integrated Advisors Network LLC | 1,500 | $704.9K | 0.03% | −48−3.1% | Reduced |
| Coastal Bridge Advisors, LLC | 1,495 | $702.4K | 0.17% | +2+0.1% | Added |
| Kolinsky Wealth Management, LLC | 1,491 | $700.5K | 0.46% | −45−2.9% | Reduced |
| Smartleaf Asset Management LLC | 1,478 | $692.9K | 0.08% | +281+23.5% | Added |
| Forum Financial Management, LP | 1,463 | $687.5K | 0.01% | +3+0.2% | Added |
| Schechter Investment Advisors, LLC | 1,451 | $681.9K | 0.05% | +16+1.1% | Added |
| Brown Brothers Harriman & Co | 1,427 | $670.4K | 0.00% | +16+1.1% | Added |
| West Coast Financial LLC | 1,416 | $665.3K | 0.07% | +7+0.5% | Added |
| Wedbush Securities Inc | 1,415 | $665.0K | 0.02% | −61−4.1% | Reduced |
| Pointe Capital Management LLC | 1,412 | $663.4K | 0.39% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,410 | $662.6K | 0.02% | −2−0.1% | Reduced |
| Crewe Advisors LLC | 1,410 | $662.4K | 0.08% | +3+0.2% | Added |
| Lyell Wealth Management, LP | 1,404 | $659.6K | 0.06% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,402 | $658.6K | 0.02% | +1,402 | New |
| Eastern Bank | 1,399 | $657.3K | 0.01% | +1,399 | New |
| 1776 Wealth LLC | 1,396 | $655.9K | 0.29% | −114−7.5% | Reduced |
| Charter Oak Capital Management, LLC | 1,393 | $654.4K | 0.06% | +66+5.0% | Added |
| Berkshire Asset Management LLC | 1,521 | $649.8K | 0.03% | 00.0% | Unchanged |
| Aries Wealth Management | 1,382 | $649.3K | 0.18% | +1,382 | New |
| Insight Advisors, LLC | 1,369 | $643.2K | 0.11% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,366 | $641.8K | 0.00% | −532−28.0% | Reduced |
| Elyxium Wealth, LLC | 1,366 | $641.8K | 0.35% | +1,366 | New |
| Wealthspire Advisors, LLC | 1,360 | $639.0K | 0.01% | +173+14.6% | Added |
| AE Wealth Management LLC | 1,352 | $635.1K | 0.01% | −690−33.8% | Reduced |
| Old Port Advisors | 1,351 | $634.8K | 0.18% | +35+2.7% | Added |
| Jones Financial Companies LLLP | 1,347 | $631.9K | 0.00% | +1,050+353.5% | Added |
| Catalyst Financial Partners LLC | 1,336 | $627.7K | 0.12% | +16+1.2% | Added |
| Gladstone Institutional Advisory LLC | 1,334 | $626.7K | 0.03% | +2+0.2% | Added |
| Larson Financial Group LLC | 1,329 | $624.5K | 0.04% | +179+15.6% | Added |