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 |
|---|---|---|---|---|---|
| Family Wealth Group, LLC | 576 | $306.6K | 0.24% | −101−14.9% | Reduced |
| Aua Capital Management, LLC | 577 | $307.2K | 0.20% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 580 | $308.6K | 0.03% | +1+0.2% | Added |
| Vista Wealth Management Group, LLC | 585 | $311.3K | 0.02% | +51+9.6% | Added |
| Gallacher Capital Management LLC | 585 | $311.3K | 0.15% | −63−9.7% | Reduced |
| Cornerstone Wealth Group, LLC | 585 | $311.5K | 0.03% | +11+1.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 586 | $311.9K | 0.03% | 00.0% | Unchanged |
| Washington Capital Management Inc | 586 | $312.0K | 0.25% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 586 | $312.0K | 0.05% | +36+6.5% | Added |
| Wealthstream Advisors, Inc. | 587 | $312.6K | 0.06% | −7−1.2% | Reduced |
| Liberty Square Wealth Partners LLC | 577 | $315.0K | 0.11% | +577 | New |
| Parcion Private Wealth LLC | 593 | $315.7K | 0.02% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 595 | $316.8K | 0.12% | −44−6.9% | Reduced |
| Hamilton Capital, LLC | 600 | $319.4K | 0.02% | +49+8.9% | Added |
| Authentikos Wealth Advisory, LLC | 600 | $319.5K | 0.32% | +600 | New |
| Dougherty Wealth Advisers LLC | 603 | $321.1K | 0.25% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 604 | $321.6K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 606 | $322.7K | 0.02% | +17+2.9% | Added |
| GTS Securities LLC | 609 | $324.3K | 0.02% | −1,303−68.1% | Reduced |
| American Trust | 610 | $324.8K | 0.02% | −20−3.2% | Reduced |
| SeaCrest Wealth Management, LLC | 611 | $325.3K | 0.03% | +14+2.3% | Added |
| Kelly Financial Services LLC | 614 | $327.2K | 0.12% | +40+7.0% | Added |
| Argus Investors' Counsel, Inc. | 620 | $330.1K | 0.22% | +52+9.2% | Added |
| Illumine Investment Management, LLC | 622 | $331.2K | 0.27% | +622 | New |
| All Terrain Financial Advisors, LLC | 623 | $331.7K | 0.13% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 623 | $331.7K | 0.31% | +623 | New |
| Peoples Financial Services Corp. | 625 | $332.8K | 0.15% | −130−17.2% | Reduced |
| MTM Investment Management, LLC | 626 | $333.3K | 0.13% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 632 | $336.5K | 0.05% | −158−20.0% | Reduced |
| Royal Fund Management, LLC | 632 | $336.8K | 0.04% | +1+0.2% | Added |
| SlateStone Wealth, LLC | 633 | $337.0K | 0.03% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 635 | $338.1K | 0.12% | −15−2.3% | Reduced |
| SPC Financial, Inc. | 635 | $338.1K | 0.03% | +2+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 636 | $338.6K | 0.00% | +5+0.8% | Added |
| Concurrent Investment Advisors, LLC | 636 | $338.9K | 0.01% | −21−3.2% | Reduced |
| Clark Capital Management Group, Inc. | 639 | $340.2K | 0.00% | +148+30.1% | Added |
| NDVR, Inc. | 640 | $340.8K | 0.33% | +48+8.1% | Added |
| Commerzbank Aktiengesellschaft | 641 | $341.0K | 0.01% | +641 | New |
| Birchcreek Wealth Management, LLC | 641 | $341.2K | 0.21% | +103+19.1% | Added |
| Edge Capital Group, LLC | 642 | $341.8K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 643 | $342.4K | 0.03% | −9−1.4% | Reduced |
| SageView Advisory Group, LLC | 648 | $344.9K | 0.01% | +648 | New |
| Emprise Bank | 650 | $346.1K | 0.20% | −142−17.9% | Reduced |
| Avestar Capital, LLC | 652 | $347.1K | 0.03% | +652 | New |
| Trustmark National Bank Trust Department | 653 | $347.7K | 0.03% | +653 | New |
| Howard Capital Management Inc. | 660 | $351.4K | 0.01% | +22+3.4% | Added |
| Northwest Bancshares, Inc. | 667 | $355.1K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 668 | $355.7K | 0.17% | +119+21.7% | Added |
| Howard Bailey Securities, LLC | 671 | $357.3K | 0.13% | −140−17.3% | Reduced |
| CX Institutional | 674 | $358.9K | 0.01% | +4+0.6% | Added |
| Portside Wealth Group, LLC | 675 | $359.4K | 0.06% | −15−2.2% | Reduced |
| OneAscent Wealth Management LLC | 677 | $360.0K | 0.15% | +172+34.1% | Added |
| Proequities, Inc. | 643 | $361.1K | 0.02% | +80+14.2% | Added |
| Walleye Trading LLC | 679 | $361.5K | 0.01% | +224+49.2% | Added |
| Equitable Holdings, Inc. | 682 | $363.1K | 0.00% | −56−7.6% | Reduced |
| Smith, Moore & Co. | 684 | $364.2K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 687 | $365.7K | 0.01% | +14+2.1% | Added |
| Founders Financial Securities LLC | 689 | $366.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 691 | $367.9K | 0.03% | −33−4.6% | Reduced |
| Pin Oak Investment Advisors Inc | 788 | $370.0K | 0.34% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 698 | $371.6K | 0.14% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 698 | $371.8K | 0.03% | +232+49.8% | Added |
| One Wealth Capital Management, LLC | 699 | $372.2K | 0.19% | +699 | New |
| Fidelis Capital Partners, LLC | 696 | $373.8K | 0.04% | +9+1.3% | Added |
| Peapack Gladstone Financial Corp | 702 | $374.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 706 | $374.0K | 0.01% | +228+47.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 703 | $374.3K | 0.06% | −261−27.1% | Reduced |
| GeoWealth Management, LLC | 704 | $374.8K | 0.01% | −76−9.7% | Reduced |
| M.E. Allison & Co., Inc. | 705 | $375.4K | 0.41% | +705 | New |
| Valtinson Bruner Financial Planning LLC | 708 | $377.0K | 0.13% | 00.0% | Unchanged |
| LRI Investments, LLC | 713 | $379.6K | 0.04% | 00.0% | Unchanged |
| First National Trust Co | 717 | $381.8K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 717 | $381.8K | 0.03% | +5+0.7% | Added |
| Progressive Investment Management Corp | 720 | $383.4K | 0.10% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 723 | $384.9K | 0.05% | −113−13.5% | Reduced |
| Narus Financial Partners, LLC | 723 | $384.9K | 0.13% | +130+21.9% | Added |
| Cary Street Partner Investment Advisory LLC | 725 | $386.2K | 0.25% | −1,524−67.8% | Reduced |
| Oak Ridge Investments LLC | 738 | $392.9K | 0.03% | +738 | New |
| MONECO Advisors, LLC | 739 | $393.5K | 0.04% | +124+20.2% | Added |
| SG Americas Securities, LLC | 740 | $394.0K | 0.00% | −55,049−98.7% | Reduced |
| Ledyard National Bank | 741 | $394.5K | 0.04% | +8+1.1% | Added |
| Optimize Financial Inc | 742 | $395.1K | 0.30% | +742 | New |
| Spire Wealth Management | 746 | $397.2K | 0.01% | +8+1.1% | Added |
| Essex Financial Services, Inc. | 748 | $398.3K | 0.03% | +31+4.3% | Added |
| WealthTrust Axiom LLC | 748 | $398.4K | 0.12% | −10−1.3% | Reduced |
| Keystone Financial Group | 756 | $398.4K | 0.04% | +756 | New |
| N.E.W. Advisory Services LLC | 749 | $398.8K | 0.04% | +749 | New |
| Burke & Herbert Bank & Trust Co | 750 | $399.3K | 0.09% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 751 | $400.0K | 0.03% | +314+71.9% | Added |
| Harbour Investment Management LLC | 752 | $400.4K | 0.18% | +152+25.3% | Added |
| J.W. Cole Advisors, Inc. | 755 | $402.1K | 0.02% | +65+9.4% | Added |
| Somerset Trust Co | 760 | $404.6K | 0.15% | +237+45.3% | Added |
| Voya Financial Advisors, Inc. | 770 | $408.3K | 0.04% | −39−4.8% | Reduced |
| Carr Financial Group Corp | 770 | $410.0K | 0.13% | +65+9.2% | Added |
| BLB&B Advisors, LLC | 771 | $410.5K | 0.02% | −198−20.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 772 | $411.0K | 0.19% | 00.0% | Unchanged |
| PDS Planning, Inc | 774 | $412.1K | 0.04% | −8−1.0% | Reduced |
| Brighton Jones LLC | 777 | $413.5K | 0.01% | +50+6.9% | Added |
| First Bank & Trust | 777 | $413.7K | 0.08% | −71−8.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 780 | $415.3K | 0.01% | −130−14.3% | Reduced |