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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 2,368 | $1.26M | 0.06% | −56−2.3% | Reduced |
| Qtron Investments LLC | 2,383 | $1.27M | 0.18% | −811−25.4% | Reduced |
| Lebenthal Global Advisors, LLC | 2,399 | $1.28M | 0.23% | +224+10.3% | Added |
| EPG Wealth Management LLC | 2,399 | $1.28M | 0.34% | −88−3.5% | Reduced |
| AXS Investments LLC | 2,402 | $1.28M | 0.36% | −504−17.3% | Reduced |
| Harvest Fund Management Co., Ltd | 2,406 | $1.28M | 0.06% | +2,375+7,661.3% | Added |
| Highland Capital Management, LLC | 2,416 | $1.29M | 0.07% | +2,416 | New |
| Avantax Advisory Services, Inc. | 2,421 | $1.29M | 0.01% | +139+6.1% | Added |
| Eqis Capital Management, Inc. | 2,428 | $1.29M | 0.11% | −99−3.9% | Reduced |
| Old North State Trust, LLC | 2,455 | $1.31M | 0.83% | +86+3.6% | Added |
| Beacon Pointe Advisors, LLC | 2,463 | $1.31M | 0.01% | −824−25.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,473 | $1.32M | 0.05% | −35−1.4% | Reduced |
| Vectors Research Management, LLC | 2,480 | $1.32M | 0.45% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,483 | $1.32M | 0.03% | +12+0.5% | Added |
| Meiji Yasuda Life Insurance Co | 2,529 | $1.35M | 0.03% | +71+2.9% | Added |
| Copperwynd Financial, LLC | 2,532 | $1.35M | 0.37% | +80+3.3% | Added |
| HM Payson & Co | 2,533 | $1.35M | 0.02% | −37−1.4% | Reduced |
| IPG Investment Advisors LLC | 2,542 | $1.35M | 0.31% | +2,542 | New |
| Brendel Financial Advisors LLC | 2,544 | $1.35M | 0.82% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,581 | $1.37M | 0.14% | +1,103+74.6% | Added |
| Pitcairn Co | 2,594 | $1.38M | 0.08% | −232−8.2% | Reduced |
| EP Wealth Advisors, LLC | 2,599 | $1.38M | 0.01% | +436+20.2% | Added |
| 44 Wealth Management LLC | 2,600 | $1.38M | 0.53% | −129−4.7% | Reduced |
| Gator Capital Management, LLC | 2,600 | $1.38M | 0.52% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,607 | $1.39M | 0.75% | −82−3.0% | Reduced |
| Vinva Investment Management Ltd | 2,647 | $1.40M | 0.05% | −1,261−32.3% | Reduced |
| HighPoint Advisor Group LLC | 2,683 | $1.42M | 0.08% | +20+0.8% | Added |
| Bleakley Financial Group, LLC | 2,670 | $1.42M | 0.04% | −10.0% | Reduced |
| Argyle Capital Partners, LLC | 2,685 | $1.43M | 1.23% | +2,685 | New |
| Redwood Investment Management, LLC | 2,703 | $1.44M | 0.14% | −673−19.9% | Reduced |
| Cavalier Investments, LLC | 2,713 | $1.44M | 0.48% | +96+3.7% | Added |
| Fayez Sarofim & Co | 2,716 | $1.45M | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,772 | $1.48M | 0.02% | −40−1.4% | Reduced |
| Graypoint LLC | 2,784 | $1.48M | 0.09% | −51−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 2,791 | $1.49M | 0.02% | +251+9.9% | Added |
| HB Wealth Management, LLC | 2,835 | $1.51M | 0.02% | −199−6.6% | Reduced |
| Marks Group Wealth Management, Inc | 2,868 | $1.53M | 0.15% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 2,874 | $1.53M | 0.33% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,875 | $1.53M | 0.17% | +1,056+58.1% | Added |
| Sandy Cove Advisors, LLC | 2,883 | $1.54M | 0.60% | 00.0% | Unchanged |
| Allstate Corp | 2,886 | $1.54M | 0.05% | +2,886 | New |
| Kingsview Wealth Management, LLC | 2,886 | $1.54M | 0.03% | +29+1.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,889 | $1.54M | 0.05% | +63+2.2% | Added |
| Net Worth Advisory Group | 2,895 | $1.54M | 0.47% | −21−0.7% | Reduced |
| Fortress Private Ledger, LLC | 2,921 | $1.56M | 0.95% | +2,921 | New |
| Hilltop Partners LLC | 2,925 | $1.56M | 0.53% | −290−9.0% | Reduced |
| Prudent Man Advisors, LLC | 2,933 | $1.56M | 0.57% | −661−18.4% | Reduced |
| Hancock Whitney Corp | 2,946 | $1.57M | 0.05% | +242+8.9% | Added |
| Tiaa Trust, National Association | 2,946 | $1.57M | 0.00% | +387+15.1% | Added |
| Kestra Private Wealth Services, LLC | 2,953 | $1.57M | 0.03% | +29+1.0% | Added |
| Huntington National Bank | 2,972 | $1.58M | 0.01% | +189+6.8% | Added |
| K.J. Harrison & Partners Inc | 3,000 | $1.59M | 0.25% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,997 | $1.60M | 0.08% | +17+0.6% | Added |
| Palisade Asset Management, LLC | 3,034 | $1.62M | 0.16% | −75−2.4% | Reduced |
| Financial Advocates Investment Management | 3,063 | $1.63M | 0.09% | −184−5.7% | Reduced |
| Chilton Investment Co LLC | 3,079 | $1.64M | 0.04% | −46−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,080 | $1.64M | 0.04% | −32−1.0% | Reduced |
| Courier Capital LLC | 3,090 | $1.65M | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,093 | $1.65M | 0.02% | −420−12.0% | Reduced |
| Umb Bank N A | 3,098 | $1.65M | 0.03% | +92+3.1% | Added |
| Vestcor Inc | 3,127 | $1.67M | 0.06% | −2,540−44.8% | Reduced |
| Pring Turner Capital Group Inc | 3,176 | $1.69M | 1.13% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 3,182 | $1.69M | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 3,197 | $1.70M | 0.01% | +3,197 | New |
| Impact Investors, Inc | 3,200 | $1.70M | 1.32% | +3,200 | New |
| Tectonic Advisors LLC | 3,239 | $1.72M | 0.11% | +3+0.1% | Added |
| Atria Wealth Solutions, Inc. | 3,242 | $1.73M | 0.02% | −674−17.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,246 | $1.73M | 0.03% | +3,246 | New |
| Siemens Fonds Invest GmbH | 3,259 | $1.73M | 0.18% | +124+4.0% | Added |
| Kestra Investment Management, LLC | 3,255 | $1.73M | 0.07% | +822+33.8% | Added |
| Shell Asset Management Co | 3,313 | $1.76M | 0.08% | −48−1.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,373 | $1.80M | 0.15% | −730−17.8% | Reduced |
| Letson Investment Management, Inc. | 3,381 | $1.80M | 0.73% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,492 | $1.80M | 0.09% | +46+1.3% | Added |
| Trexquant Investment LP | 3,388 | $1.80M | 0.02% | +3,388 | New |
| Unigestion Holding SA | 3,424 | $1.82M | 0.10% | −1,012−22.8% | Reduced |
| Dean Capital Management | 3,443 | $1.83M | 0.78% | +68+2.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,460 | $1.84M | 0.12% | +3,460 | New |
| Mesirow Financial Investment Management, Inc. | 3,462 | $1.84M | 0.04% | +2+0.1% | Added |
| Zhang Financial LLC | 3,462 | $1.84M | 0.11% | +190+5.8% | Added |
| Central Trust Co | 3,466 | $1.85M | 0.05% | +12+0.3% | Added |
| Prentice Wealth Management LLC | 3,482 | $1.85M | 0.54% | −140−3.9% | Reduced |
| Caldwell Trust Co | 3,543 | $1.89M | 0.20% | +608+20.7% | Added |
| Jacobi Capital Management LLC | 3,552 | $1.89M | 0.14% | +2+0.1% | Added |
| Empirical Finance, LLC | 3,573 | $1.90M | 0.11% | −50−1.4% | Reduced |
| NewEdge Wealth, LLC | 3,608 | $1.92M | 0.03% | +178+5.2% | Added |
| First Horizon Advisors, Inc. | 3,610 | $1.92M | 0.05% | −409−10.2% | Reduced |
| MainStreet Investment Advisors LLC | 3,626 | $1.93M | 0.27% | −51−1.4% | Reduced |
| Keeley-Teton Advisors, LLC | 3,667 | $1.95M | 0.23% | −212−5.5% | Reduced |
| Fiduciary Trust Co | 3,671 | $1.95M | 0.03% | +497+15.7% | Added |
| Affinity Investment Advisors, LLC | 3,672 | $1.96M | 1.63% | −1,042−22.1% | Reduced |
| Pensionfund Sabic | 3,700 | $1.97M | 0.52% | +700+23.3% | Added |
| Wetherby Asset Management Inc | 3,705 | $1.97M | 0.09% | −63−1.7% | Reduced |
| We Are One Seven, LLC | 3,723 | $1.98M | 0.08% | +145+4.1% | Added |
| Global Retirement Partners, LLC | 3,748 | $2.00M | 0.06% | +16+0.4% | Added |
| ExodusPoint Capital Management, LP | 3,782 | $2.01M | 0.02% | −2,836−42.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,805 | $2.03M | 0.11% | +300+8.6% | Added |
| Chemistry Wealth Management LLC | 3,810 | $2.03M | 0.48% | +114+3.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,812 | $2.03M | 0.06% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 3,867 | $2.06M | 0.00% | −1,308−25.3% | Reduced |