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
- 1,391
- +149 vs. Q3 2024
- Shares held
- 83.0M
- +483.2K (+0.6%) vs. Q3 2024
- Total value
- $44.2B
- +$5.45B (+14.1%) vs. Q3 2024
- New holders
- 208
- 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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| Somerset Trust Co | 760 | $404.6K | 0.15% | +237+45.3% | Added |
| J.W. Cole Advisors, Inc. | 755 | $402.1K | 0.02% | +65+9.4% | Added |
| Harbour Investment Management LLC | 752 | $400.4K | 0.18% | +152+25.3% | Added |
| OneAscent Financial Services LLC | 751 | $400.0K | 0.03% | +314+71.9% | Added |
| Burke & Herbert Bank & Trust Co | 750 | $399.3K | 0.09% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 749 | $398.8K | 0.04% | +749 | New |
| Keystone Financial Group | 756 | $398.4K | 0.04% | +756 | New |
| WealthTrust Axiom LLC | 748 | $398.4K | 0.12% | −10−1.3% | Reduced |
| Essex Financial Services, Inc. | 748 | $398.3K | 0.03% | +31+4.3% | Added |
| Spire Wealth Management | 746 | $397.2K | 0.01% | +8+1.1% | Added |
| Optimize Financial Inc | 742 | $395.1K | 0.30% | +742 | New |
| Ledyard National Bank | 741 | $394.5K | 0.04% | +8+1.1% | Added |
| SG Americas Securities, LLC | 740 | $394.0K | 0.00% | −55,049−98.7% | Reduced |
| MONECO Advisors, LLC | 739 | $393.5K | 0.04% | +124+20.2% | Added |
| Oak Ridge Investments LLC | 738 | $392.9K | 0.03% | +738 | New |
| Cary Street Partner Investment Advisory LLC | 725 | $386.2K | 0.25% | −1,524−67.8% | Reduced |
| 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 |
| Progressive Investment Management Corp | 720 | $383.4K | 0.10% | 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 |
| LRI Investments, LLC | 713 | $379.6K | 0.04% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 708 | $377.0K | 0.13% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 705 | $375.4K | 0.41% | +705 | New |
| GeoWealth Management, LLC | 704 | $374.8K | 0.01% | −76−9.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 703 | $374.3K | 0.06% | −261−27.1% | Reduced |
| 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 |
| Fidelis Capital Partners, LLC | 696 | $373.8K | 0.04% | +9+1.3% | Added |
| One Wealth Capital Management, LLC | 699 | $372.2K | 0.19% | +699 | New |
| Proficio Capital Partners LLC | 698 | $371.8K | 0.03% | +232+49.8% | Added |
| Mindset Wealth Management, LLC | 698 | $371.6K | 0.14% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 788 | $370.0K | 0.34% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 691 | $367.9K | 0.03% | −33−4.6% | Reduced |
| Founders Financial Securities LLC | 689 | $366.8K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 687 | $365.7K | 0.01% | +14+2.1% | Added |
| Smith, Moore & Co. | 684 | $364.2K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 682 | $363.1K | 0.00% | −56−7.6% | Reduced |
| Walleye Trading LLC | 679 | $361.5K | 0.01% | +224+49.2% | Added |
| Proequities, Inc. | 643 | $361.1K | 0.02% | +80+14.2% | Added |
| OneAscent Wealth Management LLC | 677 | $360.0K | 0.15% | +172+34.1% | Added |
| Portside Wealth Group, LLC | 675 | $359.4K | 0.06% | −15−2.2% | Reduced |
| CX Institutional | 674 | $358.9K | 0.01% | +4+0.6% | Added |
| Howard Bailey Securities, LLC | 671 | $357.3K | 0.13% | −140−17.3% | Reduced |
| Deseret Mutual Benefit Administrators | 668 | $355.7K | 0.17% | +119+21.7% | Added |
| Northwest Bancshares, Inc. | 667 | $355.1K | 0.07% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 660 | $351.4K | 0.01% | +22+3.4% | Added |
| Trustmark National Bank Trust Department | 653 | $347.7K | 0.03% | +653 | New |
| Avestar Capital, LLC | 652 | $347.1K | 0.03% | +652 | New |
| Emprise Bank | 650 | $346.1K | 0.20% | −142−17.9% | Reduced |
| SageView Advisory Group, LLC | 648 | $344.9K | 0.01% | +648 | New |
| WBH Advisory Inc | 643 | $342.4K | 0.03% | −9−1.4% | Reduced |
| Edge Capital Group, LLC | 642 | $341.8K | 0.02% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 641 | $341.2K | 0.21% | +103+19.1% | Added |
| Commerzbank Aktiengesellschaft | 641 | $341.0K | 0.01% | +641 | New |
| NDVR, Inc. | 640 | $340.8K | 0.33% | +48+8.1% | Added |
| Clark Capital Management Group, Inc. | 639 | $340.2K | 0.00% | +148+30.1% | Added |
| Concurrent Investment Advisors, LLC | 636 | $338.9K | 0.01% | −21−3.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 636 | $338.6K | 0.00% | +5+0.8% | Added |
| SPC Financial, Inc. | 635 | $338.1K | 0.03% | +2+0.3% | Added |
| Chesapeake Wealth Management | 635 | $338.1K | 0.12% | −15−2.3% | Reduced |
| SlateStone Wealth, LLC | 633 | $337.0K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 632 | $336.8K | 0.04% | +1+0.2% | Added |
| Revolve Wealth Partners, LLC | 632 | $336.5K | 0.05% | −158−20.0% | Reduced |
| MTM Investment Management, LLC | 626 | $333.3K | 0.13% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 625 | $332.8K | 0.15% | −130−17.2% | Reduced |
| All Terrain Financial Advisors, LLC | 623 | $331.7K | 0.13% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 623 | $331.7K | 0.31% | +623 | New |
| Illumine Investment Management, LLC | 622 | $331.2K | 0.27% | +622 | New |
| Argus Investors' Counsel, Inc. | 620 | $330.1K | 0.22% | +52+9.2% | Added |
| Kelly Financial Services LLC | 614 | $327.2K | 0.12% | +40+7.0% | Added |
| SeaCrest Wealth Management, LLC | 611 | $325.3K | 0.03% | +14+2.3% | Added |
| American Trust | 610 | $324.8K | 0.02% | −20−3.2% | Reduced |
| GTS Securities LLC | 609 | $324.3K | 0.02% | −1,303−68.1% | Reduced |
| Trust Point Inc. | 606 | $322.7K | 0.02% | +17+2.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 604 | $321.6K | 0.04% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 603 | $321.1K | 0.25% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 600 | $319.5K | 0.32% | +600 | New |
| Hamilton Capital, LLC | 600 | $319.4K | 0.02% | +49+8.9% | Added |
| Avenue 1 Advisors, LLC | 595 | $316.8K | 0.12% | −44−6.9% | Reduced |
| Parcion Private Wealth LLC | 593 | $315.7K | 0.02% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 577 | $315.0K | 0.11% | +577 | New |
| Wealthstream Advisors, Inc. | 587 | $312.6K | 0.06% | −7−1.2% | Reduced |
| 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 |
| Schaper Benz & Wise Investment Counsel Inc | 586 | $311.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 585 | $311.5K | 0.03% | +11+1.9% | Added |
| Gallacher Capital Management LLC | 585 | $311.3K | 0.15% | −63−9.7% | Reduced |
| Vista Wealth Management Group, LLC | 585 | $311.3K | 0.02% | +51+9.6% | Added |
| Syntegra Private Wealth Group, LLC | 580 | $308.6K | 0.03% | +1+0.2% | Added |
| Aua Capital Management, LLC | 577 | $307.2K | 0.20% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 576 | $306.6K | 0.24% | −101−14.9% | Reduced |
| Childress Capital Advisors, LLC | 575 | $306.4K | 0.09% | +12+2.1% | Added |
| Five Oceans Advisors | 575 | $306.1K | 0.14% | +4+0.7% | Added |
| David Loasby | 592 | $305.2K | 0.03% | +2+0.3% | Added |
| Cape Cod Five Cents Savings Bank | 646 | $303.5K | 0.03% | 00.0% | Unchanged |
| JBF Capital, Inc. | 570 | $303.5K | 0.05% | −430−43.0% | Reduced |
| Westmount Partners, LLC | 568 | $302.4K | 0.09% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 568 | $302.3K | 0.06% | +1+0.2% | Added |
| Shelton Capital Management | 565 | $300.8K | 0.01% | 00.0% | Unchanged |