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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 37 | $19.9K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 39 | $20.8K | 0.00% | +26+200.0% | Added |
| TFC Financial Management | 39 | $20.8K | 0.00% | +28+254.5% | Added |
| Financial Life Planners | 40 | $21.2K | 0.02% | +40 | New |
| Copia Wealth Management | 40 | $21.3K | 0.02% | +40 | New |
| REAP Financial Group, LLC | 42 | $22.2K | 0.01% | +2+5.0% | Added |
| Sierra Ocean, LLC | 42 | $22.4K | 0.02% | +42 | New |
| Financial Freedom, LLC | 45 | $24.0K | 0.01% | −43−48.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 45 | $24.0K | 0.01% | +5+12.5% | Added |
| Toth Financial Advisory Corp | 45 | $24.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 46 | $24.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $24.5K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 48 | $25.6K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 48 | $25.6K | 0.00% | +48 | New |
| Hantz Financial Services, Inc. | 48 | $26.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 49 | $26.1K | 0.00% | +49 | New |
| Mizuho Bank, Ltd. | 50 | $26.6K | 0.01% | −90−64.3% | Reduced |
| Wolff Wiese Magana LLC | 50 | $26.6K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $26.6K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 51 | $27.2K | 0.00% | +51 | New |
| Financial Management Professionals, Inc. | 52 | $27.7K | 0.00% | +1+2.0% | Added |
| Rialto Wealth Management, LLC | 52 | $27.7K | 0.01% | +52 | New |
| Whipplewood Advisors, LLC | 53 | $28.2K | 0.02% | +53 | New |
| Mechanics Financial Corp | 55 | $29.3K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 56 | $29.8K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 56 | $29.8K | 0.03% | +56 | New |
| Bank & Trust Co | 57 | $30.3K | 0.03% | −10−14.9% | Reduced |
| Westside Investment Management, Inc. | 58 | $30.9K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 58 | $30.9K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 58 | $30.9K | 0.02% | +9+18.4% | Added |
| Accordant Advisory Group Inc | 60 | $31.9K | 0.03% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 60 | $31.9K | 0.02% | +60 | New |
| Key Financial Inc | 61 | $32.5K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 63 | $33.5K | 0.00% | −18−22.2% | Reduced |
| Mascoma Wealth Management LLC | 66 | $35.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 67 | $35.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 67 | $35.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 67 | $35.7K | 0.00% | +67 | New |
| Atlantic Trust, LLC | 68 | $36.2K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 69 | $36.7K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 69 | $37.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 70 | $37.3K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 70 | $37.3K | 0.00% | +20+40.0% | Added |
| Golden State Wealth Management, LLC | 71 | $37.8K | 0.01% | +71 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 72 | $38.3K | 0.01% | −38−34.5% | Reduced |
| Adirondack Trust Co | 79 | $42.1K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $42.6K | 0.00% | +80 | New |
| Twin Lakes Capital Management, LLC | 80 | $42.8K | 0.03% | 00.0% | Unchanged |
| Wintrust Investments LLC | 82 | $44.0K | 0.04% | +17+26.2% | Added |
| Abound Wealth Management | 83 | $44.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 87 | $46.3K | 0.01% | −3−3.3% | Reduced |
| Quarry LP | 87 | $46.3K | 0.01% | +52+148.6% | Added |
| Albion Financial Group | 87 | $46.3K | 0.00% | +87 | New |
| Ofi Invest Asset Management | 91 | $46.8K | 0.00% | +91 | New |
| Millstone Evans Group, LLC | 88 | $46.9K | 0.03% | +88 | New |
| Promus Capital, LLC | 88 | $46.9K | 0.04% | +88 | New |
| WPG Advisers, LLC | 91 | $48.5K | 0.05% | +91 | New |
| Bell Investment Advisors, Inc | 91 | $48.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 93 | $50.0K | 0.03% | −16−14.7% | Reduced |
| Delta Asset Management LLC | 100 | $53.2K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $53.2K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $55.9K | 0.01% | −33−23.9% | Reduced |
| Friedenthal Financial | 108 | $57.5K | 0.03% | +108 | New |
| Clean Yield Group | 110 | $58.6K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 111 | $59.1K | 0.04% | −20−15.3% | Reduced |
| JFS Wealth Advisors, LLC | 112 | $59.6K | 0.00% | −15−11.8% | Reduced |
| Battery Global Advisors, LLC | 119 | $63.4K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 126 | $67.1K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 125 | $67.9K | 0.03% | +125 | New |
| Westend Capital Management, LLC | 129 | $68.7K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 133 | $70.8K | 0.00% | +2+1.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 135 | $71.9K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 137 | $72.9K | 0.01% | −57−29.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $73.0K | 0.03% | −60−30.3% | Reduced |
| First Financial Corp | 138 | $73.5K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 138 | $73.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 143 | $76.1K | 0.02% | +101+240.5% | Added |
| Itau Unibanco Holding S.A. | 144 | $76.7K | 0.00% | +119+476.0% | Added |
| WR Wealth Planners, LLC | 146 | $77.7K | 0.02% | +28+23.7% | Added |
| Evermay Wealth Management LLC | 148 | $78.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 150 | $79.9K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $80.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 153 | $81.5K | 0.01% | −23−13.1% | Reduced |
| West Branch Capital LLC | 153 | $81.5K | 0.03% | 00.0% | Unchanged |
| High Note Wealth, LLC | 155 | $82.5K | 0.02% | +155 | New |
| Eisler Capital Management Ltd. | 156 | $82.8K | 0.00% | +156 | New |
| Tompkins Financial Corp | 159 | $84.7K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $84.7K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $84.7K | 0.03% | 00.0% | Unchanged |
| Tobam | 159 | $85.0K | 0.03% | −14−8.1% | Reduced |
| Exchange Traded Concepts, LLC | 165 | $87.9K | 0.00% | −64−27.9% | Reduced |
| Hopwood Financial Services, Inc. | 165 | $87.9K | 0.07% | +165 | New |
| Resources Management Corp | 165 | $88.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 168 | $89.4K | 0.01% | +62+58.5% | Added |
| Estabrook Capital Management | 170 | $90.5K | 0.01% | −865−83.6% | Reduced |
| Global Financial Private Client, LLC | 172 | $91.6K | 0.03% | +4+2.4% | Added |
| Laurel Wealth Advisors LLC | 176 | $93.7K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 185 | $98.5K | 0.06% | +185 | New |
| Montag A & Associates Inc | 186 | $99.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 187 | $99.6K | 0.01% | −5,810−96.9% | Reduced |