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 |
|---|---|---|---|---|---|
| Ignite Planners, LLC | 920 | $432.2K | 0.10% | +4+0.4% | Added |
| Sunbelt Securities, Inc. | 918 | $431.3K | 0.04% | +1+0.1% | Added |
| Drive Wealth Management, LLC | 917 | $430.7K | 0.11% | +8+0.9% | Added |
| Canal Capital Management, LLC | 916 | $430.3K | 0.07% | +66+7.8% | Added |
| First County Bank | 915 | $429.9K | 0.21% | +262+40.1% | Added |
| Beaton Management Co. Inc. | 910 | $428.0K | 0.22% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 910 | $427.5K | 0.01% | +641+238.3% | Added |
| Cambridge Financial Group, LLC | 906 | $425.6K | 0.18% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 906 | $425.6K | 0.02% | +52+6.1% | Added |
| Cito Capital Group, LLC | 901 | $423.0K | 0.16% | 00.0% | Unchanged |
| Brown Financial Advisors | 898 | $421.7K | 0.17% | −790−46.8% | Reduced |
| Tradition Wealth Management, LLC | 897 | $421.5K | 0.04% | −16−1.8% | Reduced |
| Rockland Trust Co | 887 | $416.7K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 885 | $415.8K | 0.01% | 00.0% | Unchanged |
| Geller Advisors LLC | 878 | $412.5K | 0.03% | +19+2.2% | Added |
| Simplicity Wealth,LLC | 877 | $411.9K | 0.04% | −2,755−75.9% | Reduced |
| Park National Corp | 874 | $410.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 876 | $410.5K | 0.06% | +1+0.1% | Added |
| Ellevest, Inc. | 873 | $410.1K | 0.02% | −126−12.6% | Reduced |
| Private Trust Co NA | 870 | $408.8K | 0.04% | +151+21.0% | Added |
| Park Place Capital Corp | 864 | $405.9K | 0.12% | −174−16.8% | Reduced |
| Keel Point, LLC | 860 | $404.0K | 0.03% | −162−15.9% | Reduced |
| HBK Sorce Advisory LLC | 858 | $403.1K | 0.01% | −8−0.9% | Reduced |
| Renaissance Group LLC | 856 | $402.2K | 0.02% | −13−1.5% | Reduced |
| Valmark Advisers, Inc. | 856 | $402.2K | 0.01% | +269+45.8% | Added |
| LRI Investments, LLC | 713 | $400.4K | 0.04% | +67+10.4% | Added |
| Modern Wealth Management, LLC | 848 | $398.5K | 0.02% | +16+1.9% | Added |
| First Bank & Trust | 848 | $398.4K | 0.08% | −88−9.4% | Reduced |
| Whittier Trust Co | 847 | $397.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 845 | $397.0K | 0.06% | −21−2.4% | Reduced |
| Aptus Capital Advisors, LLC | 844 | $396.5K | 0.01% | +14+1.7% | Added |
| Sendero Wealth Management, LLC | 840 | $394.6K | 0.06% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 838 | $393.7K | 0.04% | −37−4.2% | Reduced |
| Central Pacific Bank - Trust Division | 836 | $392.8K | 0.05% | −1,105−56.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 831 | $390.4K | 0.01% | +3+0.4% | Added |
| Summit Trail Advisors, LLC | 825 | $387.4K | 0.01% | +189+29.7% | Added |
| Aaron Wealth Advisors | 819 | $384.8K | 0.05% | +89+12.2% | Added |
| Great Waters Wealth Management | 819 | $384.6K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 818 | $384.0K | 0.03% | −18−2.2% | Reduced |
| Cairn Investment Group, Inc. | 814 | $382.0K | 0.21% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 811 | $381.0K | 0.14% | +811 | New |
| Csenge Advisory Group | 755 | $379.2K | 0.02% | −34−4.3% | Reduced |
| Voya Financial Advisors, Inc. | 809 | $379.1K | 0.04% | −14−1.7% | Reduced |
| Schulhoff & Co Inc | 800 | $375.8K | 0.16% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 800 | $375.8K | 0.08% | +600+300.0% | Added |
| Alps Advisors Inc | 800 | $375.8K | 0.00% | +800 | New |
| Capital Analysts, LLC | 795 | $373.0K | 0.02% | +200+33.6% | Added |
| Leavell Investment Management, Inc. | 793 | $372.6K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 717 | $372.5K | 0.03% | +3+0.4% | Added |
| Emprise Bank | 792 | $372.1K | 0.21% | −177−18.3% | Reduced |
| Revolve Wealth Partners, LLC | 790 | $371.1K | 0.06% | +790 | New |
| Waldron Private Wealth LLC | 788 | $370.2K | 0.02% | −31−3.8% | Reduced |
| Pin Oak Investment Advisors Inc | 788 | $370.0K | 0.34% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 786 | $369.3K | 0.01% | −5,930−88.3% | Reduced |
| Impact Partnership Wealth, LLC | 784 | $368.3K | 0.08% | +784 | New |
| First Nebraska Trust Co | 784 | $368.3K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 782 | $367.4K | 0.03% | +6+0.8% | Added |
| GeoWealth Management, LLC | 780 | $366.5K | 0.01% | −74−8.7% | Reduced |
| Dakota Wealth Management | 777 | $365.0K | 0.01% | +1+0.1% | Added |
| Grove Bank & Trust | 773 | $363.2K | 0.05% | −842−52.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 772 | $362.7K | 0.17% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 772 | $362.7K | 0.12% | +67+9.5% | Added |
| Buckingham Strategic Partners | 771 | $362.4K | 0.01% | +9+1.2% | Added |
| Petrus Trust Company, LTA | 767 | $360.3K | 0.04% | −493−39.1% | Reduced |
| Fidelis Capital Partners, LLC | 687 | $357.6K | 0.04% | +9+1.3% | Added |
| WealthTrust Axiom LLC | 758 | $356.1K | 0.11% | +83+12.3% | Added |
| Advisors Capital Management, LLC | 758 | $356.0K | 0.01% | +202+36.3% | Added |
| Peoples Financial Services Corp. | 755 | $354.7K | 0.16% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 750 | $352.4K | 0.08% | −2−0.3% | Reduced |
| Douglas Lane & Associates, LLC | 750 | $352.4K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 741 | $348.1K | 0.01% | +40+5.7% | Added |
| Spire Wealth Management | 738 | $346.7K | 0.01% | +1+0.1% | Added |
| Equitable Holdings, Inc. | 738 | $346.7K | 0.00% | +738 | New |
| Ledyard National Bank | 733 | $344.4K | 0.03% | +23+3.2% | Added |
| Brighton Jones LLC | 727 | $341.8K | 0.01% | −44−5.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 724 | $340.1K | 0.03% | −4−0.5% | Reduced |
| Midland Wealth Advisors LLC | 724 | $340.1K | 0.02% | +6+0.8% | Added |
| MBB Public Markets I LLC | 720 | $338.3K | 0.03% | −6,795−90.4% | Reduced |
| Progressive Investment Management Corp | 720 | $338.3K | 0.09% | 00.0% | Unchanged |
| First National Trust Co | 717 | $336.9K | 0.01% | +109+17.9% | Added |
| Kathmere Capital Management, LLC | 712 | $334.5K | 0.03% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 708 | $332.6K | 0.12% | 00.0% | Unchanged |
| Carr Financial Group Corp | 705 | $331.2K | 0.10% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 702 | $330.0K | 0.00% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 698 | $327.9K | 0.14% | +698 | New |
| Portside Wealth Group, LLC | 690 | $324.2K | 0.06% | −7−1.0% | Reduced |
| J.W. Cole Advisors, Inc. | 690 | $324.0K | 0.01% | −8−1.1% | Reduced |
| Founders Financial Securities LLC | 689 | $323.7K | 0.03% | −35−4.8% | Reduced |
| Whalerock Point Partners, LLC | 687 | $322.8K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 684 | $321.4K | 0.03% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 677 | $317.9K | 0.27% | +20+3.0% | Added |
| Ameritas Advisory Services, LLC | 673 | $316.2K | 0.01% | +52+8.4% | Added |
| CX Institutional | 670 | $314.8K | 0.01% | +16+2.4% | Added |
| Stock Yards Bank & Trust Co | 669 | $314.3K | 0.01% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 667 | $313.4K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 664 | $312.0K | 0.02% | +41+6.6% | Added |
| Concurrent Investment Advisors, LLC | 657 | $308.5K | 0.01% | −4−0.6% | Reduced |
| WBH Advisory Inc | 652 | $306.3K | 0.03% | +9+1.4% | Added |
| Chesapeake Wealth Management | 650 | $305.4K | 0.10% | −54−7.7% | Reduced |
| MTM Investment Management, LLC | 626 | $304.8K | 0.12% | +18+3.0% | Added |