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, Q4 2024
Institutional positions in Ameriprise Financial Inc as of Dec 31, 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
- 1,392
- +150 vs. Q3 2024
- Shares held
- 83.0M
- +483.6K (+0.6%) vs. Q3 2024
- Total value
- $44.2B
- +$5.45B (+14.1%) vs. Q3 2024
- New holders
- 209
- 426 more added
- Sold out
- 59
- 495 more reduced
25 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Teachers Insurance & Annuity Association of America | 3,875 | $2.06M | 2.73% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 3,882 | $2.07M | 0.26% | +231+6.3% | Added |
| Covenant Partners, LLC | 3,882 | $2.07M | 0.64% | −14−0.4% | Reduced |
| Kennebec Savings Bank | 4,005 | $2.07M | 2.09% | −61−1.5% | Reduced |
| Callan Family Office, LLC | 3,914 | $2.08M | 0.13% | +3,914 | New |
| Penobscot Investment Management Company, Inc. | 3,960 | $2.11M | 0.19% | +953+31.7% | Added |
| Manchester Capital Management LLC | 3,992 | $2.13M | 0.25% | +50+1.3% | Added |
| Prescott Group Capital Management, L.L.C. | 4,000 | $2.13M | 0.29% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 4,042 | $2.15M | 0.58% | +4,042 | New |
| Quadrant Capital Group LLC | 4,079 | $2.17M | 0.15% | +31+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 4,092 | $2.18M | 0.02% | −9,619−70.2% | Reduced |
| Apollon Wealth Management, LLC | 4,119 | $2.19M | 0.05% | +95+2.4% | Added |
| D.A. Davidson & Co. | 4,153 | $2.21M | 0.02% | −338−7.5% | Reduced |
| Chicago Trust Co NA | 4,187 | $2.23M | 0.39% | −103−2.4% | Reduced |
| TruWealth Advisors, LLC | 4,194 | $2.23M | 0.13% | −95−2.2% | Reduced |
| Ramirez Asset Management, Inc. | 4,197 | $2.23M | 0.45% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,197 | $2.23M | 0.05% | +188+4.7% | Added |
| United Capital Financial Advisers, LLC | 4,243 | $2.26M | 0.02% | −46−1.1% | Reduced |
| GAMMA Investing LLC | 4,284 | $2.28M | 0.19% | +182+4.4% | Added |
| Parallel Advisors, LLC | 4,292 | $2.29M | 0.05% | +121+2.9% | Added |
| Metis Global Partners, LLC | 4,322 | $2.30M | 0.07% | +879+25.5% | Added |
| Eley Financial Management, Inc | 4,323 | $2.30M | 0.90% | −205−4.5% | Reduced |
| Adviser Investments LLC | 4,337 | $2.31M | 0.03% | +127+3.0% | Added |
| Vise Technologies, Inc. | 4,342 | $2.31M | 0.19% | +2,662+158.5% | Added |
| Cullen/Frost Bankers, Inc. | 4,348 | $2.31M | 0.03% | −225−4.9% | Reduced |
| E. Ohman J:or Asset Management AB | 4,380 | $2.33M | 0.05% | +350+8.7% | Added |
| Oddo BHF Asset Management SAS | 4,380 | $2.33M | 0.12% | +755+20.8% | Added |
| ING Groep NV | 4,385 | $2.33M | 0.02% | −564−11.4% | Reduced |
| Intech Investment Management LLC | 4,404 | $2.34M | 0.02% | −1,875−29.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 4,449 | $2.37M | 2.27% | −574−11.4% | Reduced |
| Bridgeway Capital Management, LLC | 4,470 | $2.38M | 0.05% | −2,070−31.7% | Reduced |
| LMCG Investments, LLC | 4,482 | $2.39M | 0.15% | −335−7.0% | Reduced |
| Bank Ozk | 4,491 | $2.39M | 0.99% | +445+11.0% | Added |
| YANKCOM Partnership | 4,499 | $2.40M | 1.28% | +4,499 | New |
| Connecticut Wealth Management, LLC | 4,503 | $2.40M | 0.12% | +134+3.1% | Added |
| Norinchukin Bank, The | 4,516 | $2.40M | 0.05% | +372+9.0% | Added |
| CWM, LLC | 4,520 | $2.41M | 0.01% | +1,610+55.3% | Added |
| BFSG, LLC | 4,538 | $2.42M | 0.28% | +61+1.4% | Added |
| CNB Bank | 4,563 | $2.43M | 1.13% | −207−4.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,590 | $2.44M | 0.08% | +2,918+174.5% | Added |
| Meeder Advisory Services, Inc. | 4,579 | $2.44M | 0.15% | −11−0.2% | Reduced |
| New Mexico Educational Retirement Board | 4,681 | $2.49M | 0.08% | −200−4.1% | Reduced |
| Flputnam Investment Management Co | 4,740 | $2.52M | 0.05% | −1,539−24.5% | Reduced |
| Peddock Capital Advisors, LLC | 4,752 | $2.53M | 0.61% | −51−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 4,791 | $2.55M | 0.03% | +150+3.2% | Added |
| Allworth Financial LP | 4,548 | $2.55M | 0.01% | −32−0.7% | Reduced |
| Sovran Advisors, LLC | 4,891 | $2.58M | 0.37% | +4,891 | New |
| Principal Securities, Inc. | 4,843 | $2.58M | 0.06% | +141+3.0% | Added |
| Harfst & Associates, Inc. | 4,846 | $2.58M | 0.54% | +269+5.9% | Added |
| BKD Wealth Advisors, LLC | 4,848 | $2.58M | 0.06% | −158−3.2% | Reduced |
| Cove Private Wealth, LLC | 4,900 | $2.61M | 1.57% | −223−4.4% | Reduced |
| Weiss Asset Management LP | 4,922 | $2.62M | 0.06% | +4,922 | New |
| Greenleaf Trust | 4,949 | $2.63M | 0.02% | +48+1.0% | Added |
| Toroso Investments, LLC | 4,954 | $2.64M | 0.02% | +1,722+53.3% | Added |
| Summit Financial, LLC | 5,043 | $2.69M | 0.09% | −1,233−19.6% | Reduced |
| Hilltop National Bank | 5,047 | $2.69M | 0.81% | +128+2.6% | Added |
| Dorsey & Whitney Trust CO LLC | 5,069 | $2.70M | 0.15% | +10.0% | Added |
| Auxier Asset Management | 5,081 | $2.71M | 0.42% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,139 | $2.74M | 0.04% | +447+9.5% | Added |
| Independent Advisor Alliance | 5,140 | $2.74M | 0.04% | +367+7.7% | Added |
| CIBC World Markets Inc. | 5,171 | $2.75M | 0.01% | −183−3.4% | Reduced |
| Maryland State Retirement & Pension System | 5,190 | $2.76M | 0.06% | −521−9.1% | Reduced |
| Louisiana State Employees Retirement System | 5,200 | $2.77M | 0.05% | −300−5.5% | Reduced |
| Securian Asset Management, Inc | 5,208 | $2.77M | 0.08% | −257−4.7% | Reduced |
| Leisure Capital Management | 5,353 | $2.85M | 1.12% | −20.0% | Reduced |
| Accurate Wealth Management, LLC | 5,545 | $2.86M | 0.55% | +5,070+1,067.4% | Added |
| Empowered Funds, LLC | 5,388 | $2.87M | 0.04% | −2,633−32.8% | Reduced |
| Castellan Group, LLC | 5,388 | $2.87M | 1.24% | −478−8.1% | Reduced |
| NEOS Investment Management LLC | 5,399 | $2.87M | 0.07% | +1,243+29.9% | Added |
| 17 Capital Partners, LLC | 5,405 | $2.88M | 1.82% | 00.0% | Unchanged |
| Montecito Bank & Trust | 5,463 | $2.91M | 0.50% | +222+4.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 5,484 | $2.92M | 0.90% | −144−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,497 | $2.93M | 0.01% | −846−13.3% | Reduced |
| MAI Capital Management | 5,503 | $2.93M | 0.02% | +508+10.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,575 | $2.97M | 0.03% | −1,403−20.1% | Reduced |
| Bradley Foster & Sargent Inc | 5,604 | $2.98M | 0.05% | +254+4.7% | Added |
| Nations Financial Group Inc, | 5,606 | $2.98M | 0.22% | +199+3.7% | Added |
| IMA Wealth, Inc. | 5,734 | $3.05M | 0.37% | −168−2.8% | Reduced |
| BlueStem Wealth Partners, LLC | 5,766 | $3.07M | 0.40% | +5,766 | New |
| RSM US Wealth Management LLC | 5,886 | $3.13M | 0.04% | −896−13.2% | Reduced |
| BDF-Gestion | 5,875 | $3.13M | 0.32% | −764−11.5% | Reduced |
| Aurora Investment Counsel | 5,893 | $3.14M | 1.72% | +5,893 | New |
| CAPROCK Group, Inc. | 5,902 | $3.14M | 0.10% | −118−2.0% | Reduced |
| Bryn Mawr Trust Co | 5,936 | $3.16M | 0.06% | +922+18.4% | Added |
| Fifth Third Bancorp | 5,964 | $3.18M | 0.01% | −605−9.2% | Reduced |
| Private Advisor Group, LLC | 5,972 | $3.18M | 0.02% | −445−6.9% | Reduced |
| Loudon Investment Management, LLC | 5,987 | $3.19M | 1.81% | −230−3.7% | Reduced |
| Hartford Investment Management Co | 6,021 | $3.21M | 0.11% | −158−2.6% | Reduced |
| Quartz Partners, LLC | 6,024 | $3.21M | 1.95% | +346+6.1% | Added |
| Aviance Capital Partners, LLC | 6,100 | $3.25M | 0.45% | +100+1.7% | Added |
| Family Management Corp | 6,191 | $3.30M | 0.53% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,192 | $3.30M | 0.21% | +380+6.5% | Added |
| First Hawaiian Bank | 6,276 | $3.34M | 0.11% | −506−7.5% | Reduced |
| Verition Fund Management LLC | 6,322 | $3.37M | 0.02% | +2,562+68.1% | Added |
| NorthCrest Asset Manangement, LLC | 6,325 | $3.37M | 0.10% | +225+3.7% | Added |
| Jackson Wealth Management, LLC | 6,410 | $3.41M | 0.39% | +6,410 | New |
| Marshall Wace, LLP | 6,503 | $3.46M | 0.00% | +6,003+1,200.6% | Added |
| Oppenheimer & Co Inc | 6,551 | $3.49M | 0.05% | +193+3.0% | Added |
| Tower Research Capital LLC (TRC) | 6,662 | $3.55M | 0.07% | +3,325+99.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6,678 | $3.56M | 0.01% | +523+8.5% | Added |