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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 1,068 | $562.6K | 0.20% | +11+1.0% | Added |
| Burt Wealth Advisors | 1,061 | $564.9K | 0.14% | −50−4.5% | Reduced |
| Evercore Wealth Management, LLC | 1,065 | $567.0K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,065 | $567.0K | 0.01% | +324+43.7% | Added |
| Invst, LLC | 1,073 | $571.3K | 0.07% | +1+0.1% | Added |
| B&L Asset Management LLC | 1,080 | $575.0K | 0.36% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,082 | $576.0K | 0.00% | 00.0% | Unchanged |
| Aries Wealth Management | 1,082 | $576.1K | 0.16% | −300−21.7% | Reduced |
| McRae Capital Management Inc | 1,085 | $577.7K | 0.11% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,084 | $577.7K | 0.01% | +85+8.5% | Added |
| Aurora Private Wealth, Inc. | 1,091 | $581.0K | 0.44% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,093 | $581.9K | 0.06% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 1,101 | $586.2K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,106 | $588.9K | 0.09% | −2−0.2% | Reduced |
| Dakota Community Bank & Trust NA | 1,109 | $590.5K | 2.81% | −6−0.5% | Reduced |
| Frederick Financial Consultants, LLC | 1,115 | $593.9K | 0.47% | +1,115 | New |
| Pinnacle Financial Partners Inc | 1,116 | $594.2K | 0.01% | +32+3.0% | Added |
| Beacon Financial Group | 1,123 | $598.0K | 0.06% | −37−3.2% | Reduced |
| Michels Family Financial, LLC | 1,125 | $598.9K | 0.55% | +1,125 | New |
| Contravisory Investment Management, Inc. | 1,125 | $599.0K | 0.13% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,126 | $599.5K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,128 | $600.6K | 0.04% | −152−11.9% | Reduced |
| Valeo Financial Advisors, LLC | 1,131 | $602.2K | 0.02% | +2+0.2% | Added |
| Invesco, LLC | 1,136 | $604.8K | 0.24% | −14−1.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,140 | $607.0K | 0.11% | +35+3.2% | Added |
| CenterBook Partners LP | 1,143 | $608.6K | 0.04% | +140+14.0% | Added |
| Fire Capital Management LLC | 1,150 | $612.3K | 0.46% | +1,150 | New |
| Clarius Group, LLC | 1,154 | $614.4K | 0.04% | +7+0.6% | Added |
| Wesbanco Bank Inc | 1,169 | $622.4K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,170 | $623.0K | 0.10% | +1,170 | New |
| Enzi Wealth | 1,113 | $625.0K | 0.24% | +1+0.1% | Added |
| PFG Investments, LLC | 1,179 | $627.5K | 0.04% | −149−11.2% | Reduced |
| Quantum Financial Advisors, LLC | 1,180 | $628.0K | 0.10% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,179 | $628.0K | 0.01% | +8+0.7% | Added |
| Twin Capital Management Inc | 1,182 | $629.3K | 0.07% | −11−0.9% | Reduced |
| Balyasny Asset Management LLC | 1,189 | $633.1K | 0.00% | +1,189 | New |
| CSS LLC | 1,190 | $633.6K | 0.04% | −660−35.7% | Reduced |
| Weil Company, Inc. | 1,200 | $638.9K | 0.22% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,201 | $639.6K | 0.05% | +6+0.5% | Added |
| Renasant Bank | 1,211 | $644.8K | 0.42% | +138+12.9% | Added |
| McLean Asset Management Corp | 1,213 | $645.8K | 0.19% | +9+0.7% | Added |
| Wellington Shields Capital Management, LLC | 1,220 | $649.6K | 0.11% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,230 | $654.9K | 0.05% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,233 | $656.5K | 0.01% | +17+1.4% | Added |
| Legacy Advisors, LLC | 1,238 | $659.1K | 0.06% | −555−31.0% | Reduced |
| Panagora Asset Management Inc | 1,238 | $659.1K | 0.00% | +15+1.2% | Added |
| Larson Financial Group LLC | 1,244 | $662.2K | 0.03% | −85−6.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,244 | $662.2K | 0.46% | −294−19.1% | Reduced |
| Modera Wealth Management, LLC | 1,245 | $662.9K | 0.01% | +40+3.3% | Added |
| Aptus Capital Advisors, LLC | 1,249 | $665.0K | 0.01% | +405+48.0% | Added |
| Perritt Capital Management Inc | 1,250 | $665.9K | 0.35% | −5−0.4% | Reduced |
| Focus Financial Network, Inc. | 1,258 | $669.7K | 0.03% | +28+2.3% | Added |
| Ontario Teachers Pension Plan Board | 1,267 | $674.6K | 0.01% | −588−31.7% | Reduced |
| Becker Capital Management Inc | 1,270 | $676.2K | 0.02% | −25−1.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,272 | $677.3K | 0.26% | +1,272 | New |
| Arkadios Wealth Advisors | 1,273 | $678.0K | 0.04% | +6+0.5% | Added |
| Inceptionr LLC | 1,279 | $681.0K | 0.15% | −561−30.5% | Reduced |
| Everpar Advisors LLC | 1,286 | $684.7K | 0.35% | +23+1.8% | Added |
| Premier Path Wealth Partners, LLC | 1,293 | $688.4K | 0.10% | +12+0.9% | Added |
| Transamerica Financial Advisors, Inc. | 1,296 | $690.0K | 0.07% | −315−19.6% | Reduced |
| Gabelli Funds LLC | 1,300 | $692.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,302 | $693.2K | 0.15% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,303 | $698.2K | 0.30% | −222−14.6% | Reduced |
| Northcape Wealth Management, LLC | 1,317 | $701.2K | 0.23% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,340 | $710.9K | 0.12% | −29−2.1% | Reduced |
| Catalyst Financial Partners LLC | 1,340 | $713.5K | 0.13% | +4+0.3% | Added |
| Pinnacle Associates Ltd | 1,353 | $720.3K | 0.01% | +209+18.3% | Added |
| Old Port Advisors | 1,360 | $724.2K | 0.21% | +9+0.7% | Added |
| Quantessence Capital LLC | 1,362 | $725.2K | 0.30% | +1,362 | New |
| Charter Oak Capital Management, LLC | 1,368 | $728.6K | 0.07% | −25−1.8% | Reduced |
| Pointe Capital Management LLC | 1,372 | $730.5K | 0.42% | −40−2.8% | Reduced |
| Pacific Capital Partners Ltd | 1,372 | $730.5K | 0.43% | −626−31.3% | Reduced |
| Crewe Advisors LLC | 1,376 | $732.6K | 0.10% | −34−2.4% | Reduced |
| Wedbush Securities Inc | 1,387 | $738.0K | 0.03% | −28−2.0% | Reduced |
| Eastern Bank | 1,395 | $742.7K | 0.01% | −4−0.3% | Reduced |
| Integrated Advisors Network LLC | 1,395 | $743.0K | 0.04% | −105−7.0% | Reduced |
| 1776 Wealth LLC | 1,396 | $743.3K | 0.34% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,402 | $746.7K | 0.06% | −49−3.4% | Reduced |
| Lyell Wealth Management, LP | 1,404 | $747.5K | 0.07% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,407 | $749.4K | 0.02% | −3−0.2% | Reduced |
| West Coast Financial LLC | 1,409 | $750.2K | 0.08% | −7−0.5% | Reduced |
| Accel Wealth Management | 1,415 | $753.6K | 0.29% | −273−16.2% | Reduced |
| Stratos Wealth Partners, LTD. | 1,419 | $755.8K | 0.01% | +191+15.6% | Added |
| Transcend Wealth Collective, LLC | 1,425 | $758.6K | 0.05% | −255−15.2% | Reduced |
| St Germain D J Co Inc | 1,427 | $759.8K | 0.03% | +335+30.7% | Added |
| MUFG Securities Americas Inc. | 1,432 | $762.4K | 0.10% | +1,432 | New |
| Sage Mountain Advisors LLC | 1,444 | $768.6K | 0.06% | −413−22.2% | Reduced |
| Graham Capital Management, L.P. | 1,455 | $774.7K | 0.02% | +1,455 | New |
| Grimes & Company, Inc. | 1,477 | $786.3K | 0.02% | −184−11.1% | Reduced |
| Belpointe Asset Management LLC | 1,750 | $786.9K | 0.05% | −405−18.8% | Reduced |
| Warren Averett Asset Management, LLC | 1,480 | $788.0K | 0.01% | +341+29.9% | Added |
| Forum Financial Management, LP | 1,484 | $790.3K | 0.01% | +21+1.4% | Added |
| WBI Investments | 1,488 | $792.3K | 0.20% | +1,488 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,889 | $793.0K | 0.14% | +3,982+137.0% | Added |
| Rathbone Brothers plc | 1,496 | $796.5K | 0.00% | −281−15.8% | Reduced |
| Coastal Bridge Advisors, LLC | 1,497 | $797.1K | 0.20% | +2+0.1% | Added |
| Profund Advisors LLC | 1,499 | $798.1K | 0.03% | −52−3.4% | Reduced |
| Stokes Capital Advisors, LLC | 1,507 | $802.4K | 0.21% | −5−0.3% | Reduced |
| WealthTrust Asset Management, LLC | 1,532 | $815.7K | 0.59% | +1,532 | New |
| Jain Global LLC | 1,533 | $816.2K | 0.02% | +1,533 | New |