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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 1,328 | $624.0K | 0.04% | +146+12.4% | Added |
| Northcape Wealth Management, LLC | 1,317 | $618.7K | 0.20% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,302 | $611.7K | 0.13% | 00.0% | Unchanged |
| Gabelli Funds LLC | 1,300 | $610.8K | 0.00% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,295 | $608.4K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,289 | $605.6K | 0.04% | +1,289 | New |
| Premier Path Wealth Partners, LLC | 1,281 | $601.8K | 0.09% | −2−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,280 | $601.4K | 0.04% | −70−5.2% | Reduced |
| Arkadios Wealth Advisors | 1,267 | $595.4K | 0.03% | +48+3.9% | Added |
| Everpar Advisors LLC | 1,263 | $593.4K | 0.31% | −381−23.2% | Reduced |
| Summit Global Investments | 1,257 | $590.0K | 0.04% | +292+30.3% | Added |
| Perritt Capital Management Inc | 1,255 | $589.8K | 0.30% | −15−1.2% | Reduced |
| McLean Asset Management Corp | 1,204 | $586.1K | 0.18% | −21−1.7% | Reduced |
| Focus Financial Network, Inc. | 1,230 | $578.0K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,230 | $577.9K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,228 | $577.0K | 0.01% | −299−19.6% | Reduced |
| Panagora Asset Management Inc | 1,223 | $574.6K | 0.00% | −1−0.1% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $573.2K | 0.10% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,216 | $571.3K | 0.01% | +3+0.2% | Added |
| Advisors Preferred, LLC | 1,206 | $570.6K | 0.09% | +401+49.8% | Added |
| Modera Wealth Management, LLC | 1,205 | $566.1K | 0.01% | −6−0.5% | Reduced |
| Weil Company, Inc. | 1,200 | $563.8K | 0.18% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,199 | $563.3K | 0.01% | −5,703−82.6% | Reduced |
| FFT Wealth Management LLC | 1,195 | $561.5K | 0.04% | +38+3.3% | Added |
| Enzi Wealth | 1,112 | $560.8K | 0.22% | +2+0.2% | Added |
| Twin Capital Management Inc | 1,193 | $560.5K | 0.06% | +1,193 | New |
| Quantum Financial Advisors, LLC | 1,180 | $554.2K | 0.09% | +620+110.7% | Added |
| Benjamin Edwards Inc | 1,171 | $550.2K | 0.01% | +1,085+1,261.6% | Added |
| Wesbanco Bank Inc | 1,169 | $549.2K | 0.02% | +105+9.9% | Added |
| Beacon Financial Group | 1,160 | $545.0K | 0.06% | −49−4.1% | Reduced |
| Invesco, LLC | 1,150 | $540.3K | 0.22% | −29−2.5% | Reduced |
| Clarius Group, LLC | 1,147 | $537.9K | 0.04% | −11−0.9% | Reduced |
| Warren Averett Asset Management, LLC | 1,139 | $535.1K | 0.01% | −21−1.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,057 | $531.3K | 0.18% | +100+10.4% | Added |
| Valeo Financial Advisors, LLC | 1,129 | $530.4K | 0.02% | −32−2.8% | Reduced |
| Fundamentun, LLC | 1,127 | $529.5K | 0.04% | +1,127 | New |
| Whittier Trust Co of Nevada Inc | 1,126 | $529.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,125 | $528.5K | 0.11% | −16−1.4% | Reduced |
| Dakota Community Bank & Trust NA | 1,115 | $523.8K | 2.63% | +3+0.3% | Added |
| Arthur M. Cohen & Associates, LLC | 1,105 | $522.8K | 0.09% | +140+14.5% | Added |
| Burt Wealth Advisors | 1,111 | $522.0K | 0.13% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,108 | $520.5K | 0.11% | +553+99.6% | Added |
| Segment Wealth Management, LLC | 1,101 | $517.3K | 0.04% | 00.0% | Unchanged |
| Versor Investments LP | 1,099 | $516.3K | 0.08% | +503+84.4% | Added |
| First Business Financial Services, Inc. | 1,093 | $513.5K | 0.05% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,092 | $513.0K | 0.02% | −59−5.1% | Reduced |
| Aurora Private Wealth, Inc. | 1,091 | $513.0K | 0.40% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,087 | $510.9K | 0.01% | +56+5.4% | Added |
| McRae Capital Management Inc | 1,085 | $509.7K | 0.10% | +450+70.9% | Added |
| Pinnacle Financial Partners Inc | 1,084 | $509.3K | 0.01% | −247−18.6% | Reduced |
| Loomis Sayles & Co L P | 1,082 | $508.0K | 0.00% | −71−6.2% | Reduced |
| B&L Asset Management LLC | 1,080 | $507.4K | 0.32% | +1,080 | New |
| Renasant Bank | 1,073 | $504.1K | 0.33% | +293+37.6% | Added |
| Invst, LLC | 1,072 | $503.6K | 0.06% | −5−0.5% | Reduced |
| Everett Harris & Co | 1,072 | $503.6K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,070 | $503.0K | 0.04% | +1,070 | New |
| Evercore Wealth Management, LLC | 1,065 | $500.3K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,047 | $493.4K | 0.01% | +436+71.4% | Added |
| Guinness Asset Management LTD | 1,050 | $493.3K | 0.01% | −119−10.2% | Reduced |
| Cetera Trust Company, N.A | 1,050 | $493.3K | 0.30% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,044 | $491.0K | 0.09% | −21−2.0% | Reduced |
| Ransom Advisory, Ltd | 1,038 | $487.7K | 0.23% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,035 | $486.3K | 0.07% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,026 | $482.0K | 0.04% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,022 | $480.2K | 0.10% | +20+2.0% | Added |
| Sterling Wealth Management, Inc. | 1,020 | $479.2K | 0.18% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,019 | $478.8K | 0.03% | +21+2.1% | Added |
| Oliver Luxxe Assets LLC | 1,010 | $474.5K | 0.08% | +10+1.0% | Added |
| Harbour Investments, Inc. | 1,006 | $472.4K | 0.01% | +52+5.5% | Added |
| CenterBook Partners LP | 1,003 | $471.2K | 0.03% | −3,275−76.6% | Reduced |
| Founders Capital Management, LLC | 1,000 | $469.8K | 0.08% | −19−1.9% | Reduced |
| Van Strum & Towne Inc. | 1,000 | $469.8K | 0.16% | 00.0% | Unchanged |
| JBF Capital, Inc. | 1,000 | $469.8K | 0.07% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,000 | $469.8K | 0.07% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $469.8K | 0.27% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 999 | $469.5K | 0.01% | +24+2.5% | Added |
| KMG Fiduciary Partners, LLC | 999 | $469.3K | 0.04% | −68−6.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 999 | $469.3K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 995 | $467.5K | 0.02% | +32+3.3% | Added |
| Ameritas Investment Partners, Inc. | 995 | $467.5K | 0.02% | −50−4.8% | Reduced |
| Sunflower Bank, N.A. | 994 | $467.0K | 0.13% | −41−4.0% | Reduced |
| Copley Financial Group, Inc. | 993 | $466.5K | 0.42% | +993 | New |
| MV Capital Management, Inc. | 992 | $466.1K | 0.05% | +17+1.7% | Added |
| ROI Financial Advisors, LLC | 983 | $462.0K | 0.32% | +160+19.4% | Added |
| Farther Finance Advisors, LLC | 977 | $458.8K | 0.02% | +94+10.6% | Added |
| Ocean Capital Management, LLC | 976 | $458.3K | 0.11% | +976 | New |
| Fort Washington Investment Advisors Inc | 971 | $456.2K | 0.00% | −22−2.2% | Reduced |
| Citadel Advisors LLC | 971 | $456.2K | 0.00% | +971 | New |
| Sherbrooke Park Advisers LLC | 970 | $455.7K | 0.10% | −627−39.3% | Reduced |
| BLB&B Advisors, LLC | 969 | $455.2K | 0.02% | +46+5.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 964 | $452.9K | 0.06% | −12−1.2% | Reduced |
| Rothschild Investment LLC | 963 | $452.4K | 0.03% | −11−1.1% | Reduced |
| Hills Bank & Trust Co | 959 | $450.5K | 0.03% | 00.0% | Unchanged |
| ERn Financial, LLC | 955 | $448.7K | 0.07% | +4+0.4% | Added |
| Bailard, Inc. | 952 | $447.3K | 0.01% | −167−14.9% | Reduced |
| Plimoth Trust Co LLC | 945 | $444.0K | 0.11% | −220−18.9% | Reduced |
| Skopos Labs, Inc. | 933 | $438.3K | 0.14% | +65+7.5% | Added |
| Change Path, LLC | 926 | $435.2K | 0.01% | +386+71.5% | Added |
| Pinnacle Associates Ltd | 1,144 | $434.4K | 0.01% | −246−17.7% | Reduced |
| Daymark Wealth Partners, LLC | 920 | $432.4K | 0.02% | 00.0% | Unchanged |