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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.

Institutional holdersQ4 2024: 1,392 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ4 2024: $44.2B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2024.

Institutions holding AMP in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Security National Bank191$101.7K0.01%00.0%Unchanged
Kapitalo Investimentos Ltda193$102.8K0.07%+193New
Hexagon Capital Partners LLC195$103.8K0.02%−17−8.0%Reduced
Venturi Wealth Management, LLC196$104.4K0.01%+2+1.0%Added
Kimelman & Baird, LLC200$106.5K0.01%−80−28.6%Reduced
Motco205$109.1K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.205$109.1K0.02%+205New
Pinnacle Bancorp, Inc.211$112.3K0.04%00.0%Unchanged
1620 Investment Advisors, Inc.220$117.1K0.09%00.0%Unchanged
Mendota Financial Group, LLC232$123.5K0.08%+232New
GW&K Investment Management, LLC234$125.0K0.00%+1+0.4%Added
Old Second National Bank of Aurora247$131.5K0.03%+2+0.8%Added
Raleigh Capital Management Inc.251$133.6K0.05%−14−5.3%Reduced
Coston, McIsaac & Partners252$134.0K0.04%00.0%Unchanged
Heritage Wealth Advisors257$136.8K0.01%+3+1.2%Added
Hamilton Capital Partners Inc.258$137.4K0.01%−175−40.4%Reduced
Allianz SE260$137.9K0.00%00.0%Unchanged
McIlrath & Eck, LLC261$139.0K0.02%00.0%Unchanged
Icon Wealth Advisors, LLC261$139.0K0.01%00.0%Unchanged
Breakwater Investment Management261$139.0K0.06%00.0%Unchanged
Kozak & Associates, Inc.262$140.4K0.03%+1+0.4%Added
Armstrong Advisory Group, Inc265$141.1K0.01%00.0%Unchanged
Anchor Investment Management, LLC270$143.8K0.01%00.0%Unchanged
Lee Danner & Bass Inc271$144.3K0.01%+271New
Cromwell Holdings LLC273$145.4K0.08%00.0%Unchanged
Centaurus Financial, Inc.276$147.0K0.01%−4−1.4%Reduced
Group One Trading, L.P.278$148.0K0.01%+278New
Capital A Wealth Management, LLC283$150.7K0.25%+283New
Westpac Banking Corp290$154.4K0.01%00.0%Unchanged
NBT Bank N A290$154.4K0.01%00.0%Unchanged
Field & Main Bank305$162.4K0.06%00.0%Unchanged
North Star Investment Management Corp.307$163.5K0.01%00.0%Unchanged
Ostrum Asset Management312$166.1K0.01%−11−3.4%Reduced
CoreFirst Bank & Trust317$168.8K0.10%00.0%Unchanged
Bank of Jackson Hole Trust330$175.7K0.12%+330New
USA Financial Portformulas Corp336$178.9K0.03%+336New
Stance Capital LLC336$178.9K0.11%+336New
Financial Perspectives, Inc337$179.7K0.06%+200+146.0%Added
United Community Bank341$181.6K0.07%−5−1.4%Reduced
Geneos Wealth Management Inc.348$185.3K0.01%−6−1.7%Reduced
Webster Bank, N. A.359$191.1K0.02%00.0%Unchanged
Transce3nd, LLC361$192.2K0.07%+361New
Creative Financial Designs Inc362$192.7K0.02%00.0%Unchanged
State of Wyoming371$197.5K0.03%−46−11.0%Reduced
Allegheny Financial Group LTD376$200.6K0.05%+376New
Cobblestone Capital Advisors LLC383$203.9K0.01%+383New
CWA Asset Management Group, LLC383$203.9K0.01%+383New
Sentry Investment Management LLC384$204.0K0.10%−63−14.1%Reduced
Acropolis Investment Management, LLC384$204.5K0.01%00.0%Unchanged
Cable Hill Partners, LLC385$205.0K0.02%+385New
Aberdeen Wealth Management LLC386$205.5K0.14%+386New
Means Investment Co., Inc.389$207.0K0.02%+389New
Wimmer Associates 1, LLC390$207.6K0.10%+390New
U.S. Capital Wealth Advisors, LLC391$208.2K0.01%+391New
Riverview Trust Co392$208.7K0.19%00.0%Unchanged
Morningstar Investment Management LLC393$209.0K0.02%+393New
Navellier & Associates Inc394$209.8K0.03%−221−35.9%Reduced
South Plains Financial, Inc.396$210.8K0.16%+396New
Annex Advisory Services, LLC398$211.9K0.01%−96−19.4%Reduced
Blue Barn Wealth, LLC398$211.9K0.11%+398New
D. E. Shaw & Co., Inc.400$213.0K0.00%−7,313−94.8%Reduced
Alpine Woods Capital Investors, LLC400$213.0K0.04%00.0%Unchanged
E&G Advisors, LP400$213.0K0.06%+400New
Mengis Capital Management, Inc.400$213.0K0.04%+400New
White Lighthouse Investment Management Inc.400$213.0K0.04%+400New
Roehl & Yi Investment Advisors, LLC401$213.5K0.12%+401New
Whalerock Point Partners, LLC402$214.0K0.05%−285−41.5%Reduced
Advus Financial Partners, LLC402$214.0K0.06%+402New
Fisher Asset Management, LLC402$214.1K0.00%+402New
Amplius Wealth Advisors, LLC406$216.2K0.02%+406New
Aviso Wealth Management408$217.2K0.11%+408New
Twelve Points Wealth Management LLC409$217.8K0.06%+409New
Capital Investment Advisors, LLC412$219.2K0.00%+412New
Harbor Investment Advisory, LLC412$219.4K0.02%+37+9.9%Added
Eagle Bay Advisors LLC415$220.8K0.14%−4−1.0%Reduced
Savvy Advisors, Inc.415$220.9K0.03%+415New
Bridgefront Capital, LLC416$221.5K0.07%+416New
Silvia McColl Wealth Management, LLC418$222.6K0.17%+418New
Macroview Investment Management LLC420$223.6K0.23%00.0%Unchanged
Plancorp, LLC421$224.2K0.01%+421New
GHP Investment Advisors, Inc.421$224.3K0.01%00.0%Unchanged
Convergence Investment Partners, LLC425$226.4K0.05%+425New
Quadrant Private Wealth Management, LLC426$226.8K0.06%+426New
Independent Family Office, LLC428$227.9K0.12%00.0%Unchanged
Strategic Blueprint, LLC428$228.0K0.01%+428New
ICONIQ Capital, LLC429$228.4K0.00%+429New
Longboard Asset Management, LP430$228.9K0.61%+430New
Orrstown Financial Services Inc430$228.9K0.06%+2+0.5%Added
Intrua Financial, LLC431$229.6K0.04%−73−14.5%Reduced
Aureus Asset Management, LLC432$230.0K0.01%00.0%Unchanged
Hanson & Doremus Investment Management433$231.0K0.04%00.0%Unchanged
CVA Family Office, LLC435$231.6K0.04%+27+6.6%Added
Wealthcare Advisory Partners LLC437$232.6K0.01%+5+1.2%Added
Croban438$233.2K0.23%+438New
Weaver Consulting Group439$233.7K0.07%00.0%Unchanged
one8zero8, LLC439$233.7K0.05%+439New
Marathon Capital Management440$234.3K0.06%00.0%Unchanged
Avidian Wealth Solutions, LLC443$236.0K0.01%+443New
Abacus Planning Group, Inc.445$236.9K0.04%−3−0.7%Reduced
Quotient Wealth Partners, LLC447$238.0K0.01%+447New