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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 1,536 | $817.8K | 0.50% | +45+3.0% | Added |
| Everence Capital Management Inc | 1,540 | $820.0K | 0.05% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,457 | $821.1K | 0.04% | −64−4.2% | Reduced |
| LMR Partners LLP | 1,545 | $822.6K | 0.01% | +1,545 | New |
| Polymer Capital Management (US) LLC | 1,550 | $825.3K | 0.26% | +1,550 | New |
| Norden Group LLC | 1,552 | $826.5K | 0.09% | −5−0.3% | Reduced |
| Brown Brothers Harriman & Co | 1,554 | $827.4K | 0.01% | +127+8.9% | Added |
| LRT Capital Management, LLC | 1,562 | $831.7K | 0.65% | +1,562 | New |
| Ibex Wealth Advisors | 1,565 | $833.4K | 0.10% | −36,688−95.9% | Reduced |
| Scotia Capital Inc. | 1,585 | $843.9K | 0.00% | +1,149+263.5% | Added |
| Parkshore Wealth Management, Inc. | 1,596 | $849.8K | 0.51% | +1,596 | New |
| Horizon Investments, LLC | 1,602 | $850.6K | 0.02% | +22+1.4% | Added |
| Eagle Global Advisors LLC | 1,600 | $851.9K | 0.03% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,609 | $856.7K | 0.22% | −30−1.8% | Reduced |
| Pennsylvania Capital Management Inc | 1,610 | $857.2K | 0.29% | +3+0.2% | Added |
| Searle & Co. | 1,615 | $860.0K | 0.25% | −95−5.6% | Reduced |
| Ancora Advisors, LLC | 1,619 | $862.1K | 0.02% | +16+1.0% | Added |
| Pensionmark Financial Group, LLC | 1,627 | $866.0K | 0.02% | +225+16.0% | Added |
| Wellington Management Group LLP | 1,627 | $866.3K | 0.00% | +261+19.1% | Added |
| Buckingham Strategic Partners | 1,637 | $871.7K | 0.01% | +866+112.3% | Added |
| Cary Street Partners Financial LLC | 1,645 | $875.8K | 0.03% | +1,645 | New |
| Guinness Asset Management LTD | 1,648 | $877.4K | 0.02% | +598+57.0% | Added |
| TigerOak Management, L.L.C. | 1,658 | $882.8K | 0.32% | +1,658 | New |
| Fort Point Capital Partners LLC | 1,671 | $889.7K | 0.10% | +98+6.2% | Added |
| Legacy Capital Group California, Inc. | 1,674 | $891.3K | 0.27% | −682−28.9% | Reduced |
| Jones Financial Companies LLLP | 1,674 | $891.5K | 0.00% | +327+24.3% | Added |
| Argent Trust Co | 1,677 | $892.9K | 0.04% | 00.0% | Unchanged |
| Spinnaker Trust | 1,685 | $897.1K | 0.06% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 1,910 | $897.3K | 0.29% | −912−32.3% | Reduced |
| AE Wealth Management LLC | 1,714 | $912.5K | 0.01% | +362+26.8% | Added |
| Syon Capital LLC | 1,718 | $914.9K | 0.08% | −100−5.5% | Reduced |
| Quantbot Technologies LP | 1,725 | $918.4K | 0.03% | +1,725 | New |
| Smithfield Trust Co | 1,728 | $921.0K | 0.05% | −1−0.1% | Reduced |
| Edgestream Partners, L.P. | 1,735 | $923.8K | 0.04% | −8,452−83.0% | Reduced |
| Ritholtz Wealth Management | 1,739 | $925.7K | 0.03% | −225−11.5% | Reduced |
| Quantitative Investment Management, LLC | 1,751 | $932.0K | 0.07% | −161−8.4% | Reduced |
| Legacy Trust | 1,752 | $932.8K | 0.22% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 1,761 | $937.6K | 0.03% | +143+8.8% | Added |
| Assetmark, Inc | 1,766 | $940.1K | 0.00% | +40+2.3% | Added |
| Merit Financial Group, LLC | 1,772 | $943.4K | 0.02% | +1,772 | New |
| Moneta Group Investment Advisors LLC | 1,778 | $946.4K | 0.01% | +691+63.6% | Added |
| Howard Capital Management Group, LLC | 1,787 | $951.5K | 0.07% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,789 | $952.5K | 0.07% | +84+4.9% | Added |
| ISAM Funds (UK) Ltd | 1,794 | $955.2K | 0.71% | +1,794 | New |
| Entropy Technologies, LP | 1,794 | $955.2K | 0.10% | +1,794 | New |
| Angeles Investment Advisors, LLC | 1,800 | $958.4K | 0.05% | 00.0% | Unchanged |
| Prudential PLC | 1,817 | $967.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,823 | $970.4K | 0.01% | −126−6.5% | Reduced |
| IFP Advisors, Inc | 1,826 | $972.6K | 0.03% | −12−0.7% | Reduced |
| Dodge & Cox | 1,827 | $972.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,841 | $980.4K | 0.10% | −5−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 1,849 | $984.5K | 0.01% | +272+17.2% | Added |
| iA Global Asset Management Inc. | 1,853 | $987.0K | 0.02% | −1,826−49.6% | Reduced |
| Banco Santander, S.A. | 1,856 | $988.2K | 0.01% | +1,856 | New |
| Stonegate Investment Group, LLC | 1,860 | $990.2K | 0.03% | +9+0.5% | Added |
| Canada Post Corp Registered Pension Plan | 1,865 | $993.0K | 0.06% | +1,865 | New |
| Groupama Asset Managment | 1,877 | $995.8K | 0.02% | −2,973−61.3% | Reduced |
| Burling Wealth Partners, LLC | 1,881 | $1.00M | 0.20% | +1,881 | New |
| Gotham Asset Management, LLC | 1,884 | $1.00M | 0.01% | +180+10.6% | Added |
| Insigneo Advisory Services, LLC | 1,892 | $1.01M | 0.10% | −2−0.1% | Reduced |
| First Citizens Bank & Trust Co | 1,898 | $1.01M | 0.02% | +350+22.6% | Added |
| First Commonwealth Financial Corp | 1,911 | $1.02M | 0.24% | +69+3.7% | Added |
| Evergreen Capital Management LLC | 1,921 | $1.02M | 0.03% | +3+0.2% | Added |
| Petrus Trust Company, LTA | 1,930 | $1.03M | 0.10% | +1,163+151.6% | Added |
| MorganRosel Wealth Management, LLC | 1,955 | $1.04M | 0.34% | +84+4.5% | Added |
| Douglass Winthrop Advisors, LLC | 1,962 | $1.04M | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 1,967 | $1.05M | 0.94% | −47−2.3% | Reduced |
| Acadian Asset Management LLC | 1,978 | $1.05M | 0.00% | −3,900−66.3% | Reduced |
| Snowden Capital Advisors LLC | 1,979 | $1.05M | 0.03% | +210+11.9% | Added |
| Adapt Wealth Advisors, LLC | 1,995 | $1.06M | 0.52% | +60+3.1% | Added |
| Chase Investment Counsel Corp | 2,000 | $1.06M | 0.34% | −1,400−41.2% | Reduced |
| National Asset Management, Inc. | 2,014 | $1.07M | 0.04% | −493−19.7% | Reduced |
| TrinityPoint Wealth, LLC | 2,015 | $1.07M | 0.15% | −8−0.4% | Reduced |
| Round Rock Advisors, LLC | 2,020 | $1.08M | 0.22% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,024 | $1.08M | 0.02% | +159+8.5% | Added |
| Fielder Capital Group LLC | 2,043 | $1.09M | 0.34% | −3−0.1% | Reduced |
| Ci Investments Inc. | 2,043 | $1.09M | 0.00% | +137+7.2% | Added |
| RFG Advisory, LLC | 2,051 | $1.09M | 0.03% | −53−2.5% | Reduced |
| Advisors Asset Management, Inc. | 2,054 | $1.09M | 0.02% | +166+8.8% | Added |
| Basepoint Wealth LLC | 2,068 | $1.10M | 0.88% | +10.0% | Added |
| Gateway Investment Advisers LLC | 2,071 | $1.10M | 0.01% | −42−2.0% | Reduced |
| Natixis | 2,077 | $1.11M | 0.01% | −39,758−95.0% | Reduced |
| Wealthspire Advisors, LLC | 2,078 | $1.11M | 0.01% | +718+52.8% | Added |
| Prosperity Consulting Group, LLC | 2,086 | $1.11M | 0.08% | +38+1.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $1.12M | 0.28% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 8,271 | $1.12M | 0.37% | −439−5.0% | Reduced |
| Pettee Investors, Inc. | 2,150 | $1.14M | 0.58% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 2,163 | $1.15M | 0.18% | −14−0.6% | Reduced |
| Clearstead Advisors, LLC | 2,163 | $1.15M | 0.02% | −1,577−42.2% | Reduced |
| Vishria Bird Financial Group, LLC | 2,174 | $1.16M | 0.41% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 2,181 | $1.16M | 0.11% | −101−4.4% | Reduced |
| Lindbrook Capital, LLC | 2,186 | $1.16M | 0.10% | +5+0.2% | Added |
| Stephens Inc | 2,189 | $1.17M | 0.02% | +44+2.1% | Added |
| Virtus ETF Advisers LLC | 2,237 | $1.19M | 0.49% | +223+11.1% | Added |
| Personal Cfo Solutions, LLC | 2,238 | $1.19M | 0.23% | −510−18.6% | Reduced |
| XTX Topco Ltd | 2,241 | $1.19M | 0.10% | +2,241 | New |
| Skba Capital Management LLC | 2,245 | $1.20M | 0.19% | −200−8.2% | Reduced |
| Ballentine Partners, LLC | 2,261 | $1.20M | 0.02% | +55+2.5% | Added |
| V-Square Quantitative Management LLC | 2,276 | $1.21M | 0.17% | +105+4.8% | Added |
| Credit Industriel Et Commercial | 2,324 | $1.24M | 0.33% | +2,324 | New |