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 |
|---|---|---|---|---|---|
| Charter Trust Co | 449 | $239.1K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 450 | $239.6K | 0.01% | +8+1.8% | Added |
| Passumpsic Savings Bank | 450 | $239.6K | 0.15% | 00.0% | Unchanged |
| West Oak Capital, LLC | 450 | $239.6K | 0.08% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 450 | $239.7K | 0.07% | −4−0.9% | Reduced |
| Legacy Financial Advisors, Inc. | 451 | $240.3K | 0.04% | −13−2.8% | Reduced |
| Sigma Planning Corp | 452 | $240.7K | 0.01% | +4+0.9% | Added |
| Family Firm, Inc. | 455 | $242.5K | 0.05% | +1+0.2% | Added |
| Tiemann Investment Advisors, LLC | 456 | $242.8K | 0.11% | −15−3.2% | Reduced |
| Washington Trust Advisors, Inc. | 457 | $243.2K | 0.02% | −127−21.7% | Reduced |
| Crews Bank & Trust | 458 | $243.9K | 0.04% | +458 | New |
| Bordeaux Wealth Advisors LLC | 460 | $244.9K | 0.04% | +5+1.1% | Added |
| AlTi Global, Inc. | 460 | $245.0K | 0.01% | +7+1.5% | Added |
| Regimen Wealth, LLC | 461 | $245.3K | 0.08% | +2+0.4% | Added |
| Arete Wealth Advisors, LLC | 463 | $247.0K | 0.02% | +463 | New |
| Empower Advisory Group, LLC | 465 | $247.6K | 0.00% | −9−1.9% | Reduced |
| Horan Securities, Inc. | 469 | $249.6K | 0.09% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 469 | $249.7K | 0.02% | 00.0% | Unchanged |
| Alpha Family Trust | 470 | $250.2K | 0.14% | 00.0% | Unchanged |
| Old National Bancorp | 470 | $250.2K | 0.01% | +470 | New |
| Rebalance, LLC | 472 | $251.3K | 0.02% | −13−2.7% | Reduced |
| Tortoise Investment Management, LLC | 475 | $253.0K | 0.03% | +7+1.5% | Added |
| Private Client Services, LLC | 476 | $253.7K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 478 | $254.5K | 0.02% | −24−4.8% | Reduced |
| Paragon Private Wealth Management, LLC | 478 | $254.5K | 0.12% | +50+11.7% | Added |
| Dechtman Wealth Management, LLC | 478 | $254.6K | 0.05% | +1+0.2% | Added |
| Confluence Investment Management LLC | 480 | $255.6K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 480 | $255.6K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 481 | $256.2K | 0.03% | +1+0.2% | Added |
| Platform Technology Partners | 482 | $256.6K | 0.08% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 486 | $257.9K | 0.09% | −17−3.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 485 | $258.2K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 485 | $258.2K | 0.02% | +8+1.7% | Added |
| Stock Yards Bank & Trust Co | 486 | $258.8K | 0.01% | −183−27.4% | Reduced |
| YHB Investment Advisors, Inc. | 488 | $259.8K | 0.02% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 490 | $260.9K | 0.39% | +490 | New |
| Howard Financial Services, Ltd. | 493 | $262.5K | 0.04% | +493 | New |
| GenTrust, LLC | 496 | $264.2K | 0.01% | +16+3.3% | Added |
| Baker Tilly Wealth Management, LLC | 497 | $264.6K | 0.10% | −16−3.1% | Reduced |
| Sunbeam Capital Management, LLC | 499 | $265.6K | 0.25% | +499 | New |
| Optimist Retirement Group LLC | 499 | $265.7K | 0.13% | −25−4.8% | Reduced |
| Douglas Lane & Associates, LLC | 500 | $266.2K | 0.00% | −250−33.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 500 | $266.2K | 0.16% | −100−16.7% | Reduced |
| Moody National Bank Trust Division | 500 | $266.2K | 0.03% | −5−1.0% | Reduced |
| Van Cleef Asset Management,Inc | 500 | $266.2K | 0.03% | +500 | New |
| Walleye Capital LLC | 501 | $266.7K | 0.00% | −1,015−67.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 501 | $266.8K | 0.01% | −2−0.4% | Reduced |
| Oldfather Financial Services, LLC | 503 | $267.8K | 0.10% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 505 | $268.9K | 0.05% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 576 | $270.7K | 0.09% | +19+3.4% | Added |
| Simon Quick Advisors, LLC | 510 | $271.5K | 0.02% | +43+9.2% | Added |
| Hemington Wealth Management | 511 | $272.0K | 0.07% | +25+5.1% | Added |
| Natural Investments, LLC | 512 | $272.0K | 0.08% | +512 | New |
| Chicago Partners Investment Group LLC | 510 | $272.7K | 0.01% | +89+21.1% | Added |
| Avantax Planning Partners, Inc. | 513 | $273.1K | 0.01% | −3−0.6% | Reduced |
| KCM Investment Advisors LLC | 514 | $273.7K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 514 | $273.7K | 0.02% | +15+3.0% | Added |
| Abel Hall, LLC | 517 | $275.5K | 0.18% | +21+4.2% | Added |
| Quadrature Capital Ltd | 518 | $275.8K | 0.01% | +518 | New |
| River Wealth Advisors LLC | 519 | $276.3K | 0.04% | −101−16.3% | Reduced |
| Baldwin Brothers Inc | 520 | $276.9K | 0.02% | −769−59.7% | Reduced |
| Gsa Capital Partners LLP | 521 | $277.0K | 0.02% | −549−51.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 521 | $277.4K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 521 | $277.4K | 0.07% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 495 | $277.8K | 0.07% | +1+0.2% | Added |
| WSFS Capital Management, LLC | 522 | $278.1K | 0.01% | −4−0.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 524 | $279.0K | 0.01% | −22−4.0% | Reduced |
| Jefferies Financial Group Inc. | 526 | $280.1K | 0.00% | −94−15.2% | Reduced |
| Perennial Investment Advisors, LLC | 530 | $281.9K | 0.03% | −1−0.2% | Reduced |
| Tufton Capital Management | 530 | $282.2K | 0.05% | 00.0% | Unchanged |
| Carlson Capital Management | 530 | $282.2K | 0.01% | +530 | New |
| Rehmann Capital Advisory Group | 530 | $282.3K | 0.02% | −5−0.9% | Reduced |
| Wealthstar Advisors, LLC | 538 | $286.4K | 0.12% | +538 | New |
| Walker Asset Management, LLC | 542 | $288.5K | 0.18% | +2+0.4% | Added |
| PFG Private Wealth Management, LLC | 542 | $288.6K | 0.16% | −42−7.2% | Reduced |
| Marcum Wealth, LLC | 543 | $289.1K | 0.03% | −16−2.9% | Reduced |
| Heritage Investment Group, Inc. | 543 | $289.1K | 0.05% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 544 | $289.6K | 0.02% | −180−24.9% | Reduced |
| DRW Securities, LLC | 545 | $290.2K | 0.02% | +545 | New |
| Concorde Asset Management, LLC | 548 | $291.8K | 0.15% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 548 | $291.8K | 0.11% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 548 | $291.9K | 0.08% | +548 | New |
| Jump Financial, LLC | 549 | $292.3K | 0.01% | −80−12.7% | Reduced |
| Cidel Asset Management Inc | 550 | $292.8K | 0.02% | −61−10.0% | Reduced |
| Philadelphia Trust Co | 550 | $293.0K | 0.02% | −14−2.5% | Reduced |
| Mutual Advisors, LLC | 537 | $293.3K | 0.01% | −50−8.5% | Reduced |
| Evoke Wealth, LLC | 552 | $293.7K | 0.01% | +114+26.0% | Added |
| Cascade Financial Partners, LLC | 553 | $294.4K | 0.04% | 00.0% | Unchanged |
| Apella Capital, LLC | 558 | $297.1K | 0.01% | +8+1.5% | Added |
| Princeton Global Asset Management LLC | 560 | $298.2K | 0.06% | 00.0% | Unchanged |
| HTLF Bank | 561 | $298.7K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 564 | $300.3K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 565 | $300.8K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 568 | $302.3K | 0.06% | +1+0.2% | Added |
| Westmount Partners, LLC | 568 | $302.4K | 0.09% | 00.0% | Unchanged |
| JBF Capital, Inc. | 570 | $303.5K | 0.05% | −430−43.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 646 | $303.5K | 0.03% | 00.0% | Unchanged |
| David Loasby | 592 | $305.2K | 0.03% | +2+0.3% | Added |
| Five Oceans Advisors | 575 | $306.1K | 0.14% | +4+0.7% | Added |
| Childress Capital Advisors, LLC | 575 | $306.4K | 0.09% | +12+2.1% | Added |