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 |
|---|---|---|---|---|---|
| Estate Counselors, LLC | 6,705 | $3.57M | 0.38% | +6,705 | New |
| Savant Capital, LLC | 6,717 | $3.58M | 0.03% | +54+0.8% | Added |
| Sequoia Financial Advisors, LLC | 6,729 | $3.58M | 0.03% | +1,226+22.3% | Added |
| Kentucky Retirement Systems | 6,747 | $3.59M | 0.11% | −93−1.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,812 | $3.63M | 0.02% | +2,415+54.9% | Added |
| Radnor Capital Management, LLC | 6,827 | $3.63M | 0.61% | −215−3.1% | Reduced |
| TownSquare Capital, LLC | 6,848 | $3.65M | 0.04% | −199−2.8% | Reduced |
| Omers Administration Corp | 6,900 | $3.67M | 0.03% | −1,407−16.9% | Reduced |
| Johnson Investment Counsel Inc | 6,905 | $3.68M | 0.04% | −9−0.1% | Reduced |
| Dean Investment Associates, LLC | 6,906 | $3.68M | 0.52% | +271+4.1% | Added |
| Great Diamond Partners, LLC | 6,962 | $3.71M | 0.96% | −72−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 6,970 | $3.71M | 0.07% | +1,738+33.2% | Added |
| Fred Alger Management, LLC | 6,977 | $3.71M | 0.02% | +6,977 | New |
| New Hampshire Trust | 6,988 | $3.72M | 0.78% | +161+2.4% | Added |
| Carret Asset Management, LLC | 6,993 | $3.72M | 0.41% | −40−0.6% | Reduced |
| FineMark National Bank & Trust | 6,994 | $3.72M | 0.13% | −5−0.1% | Reduced |
| Plato Investment Management Ltd | 6,992 | $3.74M | 0.27% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 7,021 | $3.74M | 0.48% | −228−3.1% | Reduced |
| De Burlo Group Inc | 7,040 | $3.75M | 0.50% | +7,040 | New |
| Vontobel Holding Ltd. | 7,063 | $3.76M | 0.01% | −2,436−25.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,100 | $3.80M | 0.05% | +534+8.1% | Added |
| Bartlett & Co. Wealth Management LLC | 7,168 | $3.82M | 0.06% | −25−0.3% | Reduced |
| BTC Capital Management, Inc. | 7,262 | $3.87M | 0.36% | −3,336−31.5% | Reduced |
| Avanza Fonder AB | 7,338 | $3.91M | 0.12% | +7,338 | New |
| Centiva Capital, LP | 7,487 | $3.99M | 0.15% | +7,487 | New |
| Signet Financial Management, LLC | 7,551 | $4.02M | 0.51% | +26+0.3% | Added |
| Diversified Trust Co | 7,585 | $4.04M | 0.10% | −25−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 7,613 | $4.05M | 0.10% | −92−1.2% | Reduced |
| UniSuper Management Pty Ltd | 7,637 | $4.07M | 0.03% | −1,726−18.4% | Reduced |
| Perigon Wealth Management, LLC | 7,475 | $4.08M | 0.10% | +5+0.1% | Added |
| Hilltop Holdings Inc. | 7,722 | $4.11M | 0.26% | +253+3.4% | Added |
| Great Lakes Advisors, LLC | 7,790 | $4.15M | 0.04% | +198+2.6% | Added |
| New Age Alpha Advisors, LLC | 7,838 | $4.17M | 0.17% | +7,802+21,672.2% | Added |
| Tower Bridge Advisors | 7,849 | $4.18M | 0.45% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 7,891 | $4.20M | 0.28% | +115+1.5% | Added |
| Fairvoy Private Wealth, LLC | 7,925 | $4.22M | 1.12% | +7,925 | New |
| Boston Private Wealth LLC | 8,055 | $4.29M | 0.08% | +8,055 | New |
| Brinker Capital Investments, LLC | 8,170 | $4.35M | 0.04% | −279−3.3% | Reduced |
| Orion Portfolio Solutions, LLC | 8,170 | $4.35M | 0.04% | −279−3.3% | Reduced |
| Fulton Bank, N.A. | 8,203 | $4.37M | 0.17% | −227−2.7% | Reduced |
| Oregon Public Employees Retirement Fund | 8,322 | $4.43M | 0.08% | −102−1.2% | Reduced |
| L2 Asset Management, LLC | 8,356 | $4.45M | 0.97% | −55−0.7% | Reduced |
| Edmp, Inc. | 8,400 | $4.47M | 4.25% | −136−1.6% | Reduced |
| Raiffeisen Bank International AG | 8,448 | $4.48M | 0.07% | +8,448 | New |
| Reuter James Wealth Management, LLC | 8,521 | $4.54M | 0.84% | −300−3.4% | Reduced |
| Advisory Services Network, LLC | 8,599 | $4.58M | 0.09% | +608+7.6% | Added |
| TD Waterhouse Canada Inc. | 8,637 | $4.60M | 0.04% | +178+2.1% | Added |
| Impact Asset Management GmbH | 8,670 | $4.62M | 1.82% | −2,600−23.1% | Reduced |
| Cresset Asset Management, LLC | 8,678 | $4.62M | 0.02% | −13,757−61.3% | Reduced |
| TD Private Client Wealth LLC | 8,774 | $4.67M | 0.13% | +315+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 8,914 | $4.75M | 0.00% | −37−0.4% | Reduced |
| Journey Advisory Group, LLC | 11,185 | $4.78M | 0.57% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,986 | $4.78M | 0.05% | +708+8.6% | Added |
| Burney Co | 9,012 | $4.80M | 0.17% | −852−8.6% | Reduced |
| Bridges Investment Management Inc | 9,038 | $4.81M | 0.07% | +7+0.1% | Added |
| Chesley Taft & Associates LLC | 9,158 | $4.88M | 0.23% | +2,992+48.5% | Added |
| Mizuho Securities USA LLC | 9,195 | $4.90M | 0.09% | +2,828+44.4% | Added |
| BancorpSouth Bank | 9,444 | $5.03M | 0.34% | −358−3.7% | Reduced |
| Bulltick Wealth Management, LLC | 9,720 | $5.18M | 1.22% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,759 | $5.20M | 0.03% | −364−3.6% | Reduced |
| SOA Wealth Advisors, LLC. | 9,849 | $5.24M | 0.97% | −44−0.4% | Reduced |
| Squarepoint Ops LLC | 9,896 | $5.27M | 0.01% | −10,736−52.0% | Reduced |
| Atlantic Union Bankshares Corp | 9,984 | $5.32M | 0.31% | +52+0.5% | Added |
| Birch Financial Group, LLC | 10,000 | $5.32M | 5.99% | +10,000 | New |
| Baird Financial Group, Inc. | 10,002 | $5.33M | 0.01% | −160−1.6% | Reduced |
| Gamco Investors, Inc. Et Al | 10,185 | $5.42M | 0.06% | −362−3.4% | Reduced |
| Hohimer Wealth Management, LLC | 10,342 | $5.51M | 1.04% | +41+0.4% | Added |
| Elo Mutual Pension Insurance Co | 10,411 | $5.54M | 0.12% | +10,411 | New |
| Lido Advisors, LLC | 10,489 | $5.58M | 0.03% | −14,054−57.3% | Reduced |
| Illinois Municipal Retirement Fund | 10,521 | $5.60M | 0.08% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 10,522 | $5.60M | 0.70% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 10,570 | $5.63M | 0.01% | −116−1.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,601 | $5.64M | 0.01% | +581+5.8% | Added |
| Pacer Advisors, Inc. | 10,680 | $5.69M | 0.01% | −8,387−44.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,039 | $5.88M | 0.06% | +133+1.2% | Added |
| Engineers Gate Manager LP | 11,183 | $5.95M | 0.10% | +10,397+1,322.8% | Added |
| American Assets Investment Management, LLC | 11,250 | $5.99M | 0.49% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 11,421 | $6.08M | 0.06% | +2,706+31.0% | Added |
| Wealthfront Advisers LLC | 11,748 | $6.25M | 0.02% | +644+5.8% | Added |
| FORA Capital, LLC | 12,018 | $6.40M | 0.73% | +6,166+105.4% | Added |
| Janus Henderson Group PLC | 12,054 | $6.42M | 0.00% | +530+4.6% | Added |
| Bokf, NA | 12,669 | $6.53M | 0.11% | −104−0.8% | Reduced |
| United Services Automobile Association | 12,439 | $6.62M | 0.22% | 00.0% | Unchanged |
| Terry L. Blaker | 12,721 | $6.77M | 0.26% | −647−4.8% | Reduced |
| Railway Pension Investments Ltd | 12,800 | $6.82M | 0.09% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 12,800 | $6.82M | 0.17% | +12,800 | New |
| Vident Advisory, LLC | 12,830 | $6.83M | 0.12% | −4,223−24.8% | Reduced |
| Level Four Advisory Services, LLC | 12,844 | $6.84M | 0.28% | +15+0.1% | Added |
| Fiera Capital Corp | 12,854 | $6.84M | 0.02% | +1,969+18.1% | Added |
| Arjuna Capital | 12,880 | $6.86M | 1.82% | −610−4.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 13,000 | $6.92M | 0.45% | −7,000−35.0% | Reduced |
| Kerusso Capital Management LLC | 13,025 | $6.93M | 4.43% | +29+0.2% | Added |
| Equitable Trust Co | 13,036 | $6.94M | 0.39% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 13,042 | $6.94M | 0.54% | +10,527+418.6% | Added |
| Guggenheim Capital LLC | 13,064 | $6.96M | 0.06% | −14,105−51.9% | Reduced |
| STRS Ohio | 13,300 | $7.08M | 0.03% | −4,700−26.1% | Reduced |
| Martingale Asset Management L P | 13,374 | $7.12M | 0.17% | +65+0.5% | Added |
| Public Employees Retirement Association of Colorado | 13,453 | $7.16M | 0.03% | −383−2.8% | Reduced |
| Investment Management Corp of Ontario | 13,526 | $7.20M | 0.24% | −3,097−18.6% | Reduced |
| GWM Advisors LLC | 13,697 | $7.29M | 0.04% | +4,824+54.4% | Added |