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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 780 | $415.3K | 0.00% | +394+102.1% | Added |
| First Nebraska Trust Co | 784 | $417.4K | 0.04% | 00.0% | Unchanged |
| Busey Wealth Management | 785 | $418.0K | 0.01% | −100−11.3% | Reduced |
| Catalina Capital Group, LLC | 789 | $420.1K | 0.14% | +17+2.2% | Added |
| Atomi Financial Group, Inc. | 789 | $420.1K | 0.02% | +125+18.8% | Added |
| Summit Global Investments | 792 | $422.0K | 0.03% | −465−37.0% | Reduced |
| Sunbelt Securities, Inc. | 796 | $422.1K | 0.04% | −122−13.3% | Reduced |
| Leavell Investment Management, Inc. | 793 | $422.2K | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 794 | $422.7K | 0.02% | +39+5.2% | Added |
| Waldron Private Wealth LLC | 794 | $422.7K | 0.02% | +6+0.8% | Added |
| Capital Analysts, LLC | 795 | $423.0K | 0.02% | 00.0% | Unchanged |
| Spahn Wealth & Retirement LLC | 795 | $423.3K | 0.28% | +795 | New |
| Dakota Wealth Management | 798 | $424.9K | 0.01% | +21+2.7% | Added |
| Rainier Family Wealth Inc | 799 | $425.4K | 0.51% | +799 | New |
| Schulhoff & Co Inc | 800 | $425.9K | 0.19% | 00.0% | Unchanged |
| Alps Advisors Inc | 800 | $425.9K | 0.00% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 800 | $425.9K | 0.02% | +800 | New |
| IHT Wealth Management, LLC | 809 | $430.6K | 0.01% | −238−22.7% | Reduced |
| Grove Bank & Trust | 811 | $431.8K | 0.06% | +38+4.9% | Added |
| Cairn Investment Group, Inc. | 814 | $433.0K | 0.25% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 814 | $433.4K | 0.18% | +814 | New |
| Valmark Advisers, Inc. | 814 | $433.5K | 0.01% | −42−4.9% | Reduced |
| Great Waters Wealth Management | 819 | $435.9K | 0.06% | 00.0% | Unchanged |
| IFG Advisory, LLC | 830 | $442.0K | 0.03% | +830 | New |
| Change Path, LLC | 831 | $442.5K | 0.01% | −95−10.3% | Reduced |
| Ellevest, Inc. | 836 | $445.1K | 0.03% | −37−4.2% | Reduced |
| Park Place Capital Corp | 837 | $445.6K | 0.12% | −27−3.1% | Reduced |
| Sendero Wealth Management, LLC | 840 | $447.2K | 0.07% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 843 | $448.8K | 0.00% | −128−13.2% | Reduced |
| Renaissance Group LLC | 846 | $450.4K | 0.02% | −10−1.2% | Reduced |
| Parkside Financial Bank & Trust | 848 | $451.5K | 0.06% | +3+0.4% | Added |
| Canal Capital Management, LLC | 848 | $451.5K | 0.07% | −68−7.4% | Reduced |
| Modern Wealth Management, LLC | 848 | $451.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 862 | $458.9K | 0.01% | +15+1.8% | Added |
| Hengehold Capital Management LLC | 863 | $459.5K | 0.04% | +25+3.0% | Added |
| MJP Associates Inc | 868 | $462.2K | 0.08% | +868 | New |
| Farther Finance Advisors, LLC | 871 | $463.6K | 0.02% | −106−10.8% | Reduced |
| Park National Corp | 875 | $465.9K | 0.02% | +1+0.1% | Added |
| First County Bank | 875 | $465.9K | 0.26% | −40−4.4% | Reduced |
| Geller Advisors LLC | 876 | $466.4K | 0.03% | −2−0.2% | Reduced |
| Tradition Wealth Management, LLC | 886 | $471.8K | 0.04% | −11−1.2% | Reduced |
| Rockland Trust Co | 889 | $473.3K | 0.02% | +2+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 890 | $473.9K | 0.01% | −309−25.8% | Reduced |
| Oliver Luxxe Assets LLC | 1,010 | $474.5K | 0.09% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 892 | $474.9K | 0.06% | +73+8.9% | Added |
| Ausdal Financial Partners, Inc. | 892 | $475.0K | 0.04% | +892 | New |
| Private Trust Co NA | 896 | $477.2K | 0.05% | +26+3.0% | Added |
| Cito Capital Group, LLC | 901 | $480.0K | 0.18% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 906 | $482.4K | 0.21% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 907 | $482.9K | 0.01% | −924−50.5% | Reduced |
| Summit Trail Advisors, LLC | 911 | $484.9K | 0.02% | +86+10.4% | Added |
| Beaton Management Co. Inc. | 910 | $485.0K | 0.25% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 911 | $485.0K | 0.02% | +5+0.6% | Added |
| Advisors Capital Management, LLC | 911 | $485.4K | 0.01% | +153+20.2% | Added |
| Skopos Labs, Inc. | 915 | $487.2K | 0.15% | −18−1.9% | Reduced |
| Drive Wealth Management, LLC | 916 | $487.5K | 0.12% | −1−0.1% | Reduced |
| R Squared Ltd | 920 | $489.8K | 0.48% | +920 | New |
| Daymark Wealth Partners, LLC | 930 | $495.0K | 0.02% | +10+1.1% | Added |
| Ignite Planners, LLC | 926 | $496.2K | 0.11% | +6+0.7% | Added |
| Hickory Point Bank & Trust | 941 | $501.0K | 0.44% | +941 | New |
| HBK Sorce Advisory LLC | 942 | $501.6K | 0.02% | +84+9.8% | Added |
| Plimoth Trust Co LLC | 943 | $502.1K | 0.13% | −2−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 945 | $503.1K | 0.02% | −50−5.0% | Reduced |
| Bailard, Inc. | 952 | $506.9K | 0.01% | 00.0% | Unchanged |
| Fundamentun, LLC | 955 | $508.6K | 0.03% | −172−15.3% | Reduced |
| Colonial Trust Co | 957 | $509.5K | 0.08% | +81+9.2% | Added |
| Impact Partnership Wealth, LLC | 957 | $509.6K | 0.10% | +173+22.1% | Added |
| Hills Bank & Trust Co | 959 | $510.6K | 0.04% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 960 | $511.1K | 0.51% | +960 | New |
| ERn Financial, LLC | 964 | $513.4K | 0.08% | +9+0.9% | Added |
| Rothschild Investment LLC | 966 | $514.3K | 0.03% | +3+0.3% | Added |
| Johnson Financial Group, Inc. | 950 | $516.2K | 0.02% | −45−4.5% | Reduced |
| Ocean Capital Management, LLC | 977 | $520.1K | 0.11% | +1+0.1% | Added |
| Scientech Research LLC | 978 | $520.7K | 0.15% | +978 | New |
| MV Capital Management, Inc. | 991 | $527.6K | 0.06% | −1−0.1% | Reduced |
| Harbour Investments, Inc. | 993 | $528.8K | 0.02% | −13−1.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 995 | $529.8K | 0.18% | +995 | New |
| Patriot Financial Group Insurance Agency, LLC | 999 | $531.9K | 0.07% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 999 | $531.9K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,000 | $532.4K | 0.09% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,000 | $532.4K | 0.08% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $532.4K | 0.32% | 00.0% | Unchanged |
| Keel Point, LLC | 1,004 | $534.6K | 0.04% | +144+16.7% | Added |
| Advisor OS, LLC | 1,005 | $535.1K | 0.06% | +1,005 | New |
| Gladstone Institutional Advisory LLC | 1,005 | $535.1K | 0.02% | −329−24.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,005 | $535.2K | 0.13% | −17−1.7% | Reduced |
| Cigna Investments Inc | 1,010 | $538.0K | 0.09% | −34−3.3% | Reduced |
| Sagespring Wealth Partners, LLC | 1,014 | $539.7K | 0.01% | +1,014 | New |
| Ransom Advisory, Ltd | 1,020 | $543.1K | 0.25% | −18−1.7% | Reduced |
| Sterling Wealth Management, Inc. | 1,020 | $543.1K | 0.20% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 1,021 | $543.3K | 0.37% | +38+3.9% | Added |
| Woodmont Investment Counsel LLC | 1,026 | $546.3K | 0.04% | 00.0% | Unchanged |
| Everett Harris & Co | 1,031 | $548.9K | 0.01% | −41−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,032 | $549.4K | 0.03% | +13+1.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,035 | $551.1K | 0.01% | +204+24.5% | Added |
| Van Strum & Towne Inc. | 1,040 | $553.7K | 0.19% | +40+4.0% | Added |
| Sunflower Bank, N.A. | 1,042 | $554.8K | 0.15% | +48+4.8% | Added |
| Cetera Trust Company, N.A | 1,050 | $559.1K | 0.36% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1,053 | $560.6K | 0.25% | +1,053 | New |
| Simplicity Wealth,LLC | 1,053 | $560.6K | 0.12% | +176+20.1% | Added |