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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 564 | $300.3K | 0.04% | 00.0% | Unchanged |
| HTLF Bank | 561 | $298.7K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 560 | $298.2K | 0.06% | 00.0% | Unchanged |
| Apella Capital, LLC | 558 | $297.1K | 0.01% | +8+1.5% | Added |
| Cascade Financial Partners, LLC | 553 | $294.4K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 552 | $293.7K | 0.01% | +114+26.0% | Added |
| Mutual Advisors, LLC | 537 | $293.3K | 0.01% | −50−8.5% | Reduced |
| Philadelphia Trust Co | 550 | $293.0K | 0.02% | −14−2.5% | Reduced |
| Cidel Asset Management Inc | 550 | $292.8K | 0.02% | −61−10.0% | Reduced |
| Jump Financial, LLC | 549 | $292.3K | 0.01% | −80−12.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 548 | $291.9K | 0.08% | +548 | New |
| Concorde Asset Management, LLC | 548 | $291.8K | 0.15% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 548 | $291.8K | 0.11% | 00.0% | Unchanged |
| DRW Securities, LLC | 545 | $290.2K | 0.02% | +545 | New |
| Midland Wealth Advisors LLC | 544 | $289.6K | 0.02% | −180−24.9% | Reduced |
| Marcum Wealth, LLC | 543 | $289.1K | 0.03% | −16−2.9% | Reduced |
| Heritage Investment Group, Inc. | 543 | $289.1K | 0.05% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 542 | $288.6K | 0.16% | −42−7.2% | Reduced |
| Walker Asset Management, LLC | 542 | $288.5K | 0.18% | +2+0.4% | Added |
| Wealthstar Advisors, LLC | 538 | $286.4K | 0.12% | +538 | New |
| Rehmann Capital Advisory Group | 530 | $282.3K | 0.02% | −5−0.9% | Reduced |
| Carlson Capital Management | 530 | $282.2K | 0.01% | +530 | New |
| Tufton Capital Management | 530 | $282.2K | 0.05% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 530 | $281.9K | 0.03% | −1−0.2% | Reduced |
| Jefferies Financial Group Inc. | 526 | $280.1K | 0.00% | −94−15.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 524 | $279.0K | 0.01% | −22−4.0% | Reduced |
| WSFS Capital Management, LLC | 522 | $278.1K | 0.01% | −4−0.8% | Reduced |
| Cornerstone Planning Group LLC | 495 | $277.8K | 0.07% | +1+0.2% | Added |
| Cherry Tree Wealth Management, LLC | 521 | $277.4K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 521 | $277.4K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 521 | $277.0K | 0.02% | −549−51.3% | Reduced |
| Baldwin Brothers Inc | 520 | $276.9K | 0.02% | −769−59.7% | Reduced |
| River Wealth Advisors LLC | 519 | $276.3K | 0.04% | −101−16.3% | Reduced |
| Quadrature Capital Ltd | 518 | $275.8K | 0.01% | +518 | New |
| Abel Hall, LLC | 517 | $275.5K | 0.18% | +21+4.2% | Added |
| KCM Investment Advisors LLC | 514 | $273.7K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 514 | $273.7K | 0.02% | +15+3.0% | Added |
| Avantax Planning Partners, Inc. | 513 | $273.1K | 0.01% | −3−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 510 | $272.7K | 0.01% | +89+21.1% | Added |
| Hemington Wealth Management | 511 | $272.0K | 0.07% | +25+5.1% | Added |
| Natural Investments, LLC | 512 | $272.0K | 0.08% | +512 | New |
| Simon Quick Advisors, LLC | 510 | $271.5K | 0.02% | +43+9.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 576 | $270.7K | 0.09% | +19+3.4% | Added |
| Gilman Hill Asset Management, LLC | 505 | $268.9K | 0.05% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 503 | $267.8K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 501 | $266.8K | 0.01% | −2−0.4% | Reduced |
| Walleye Capital LLC | 501 | $266.7K | 0.00% | −1,015−67.0% | Reduced |
| Douglas Lane & Associates, LLC | 500 | $266.2K | 0.00% | −250−33.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 500 | $266.2K | 0.16% | −100−16.7% | Reduced |
| Moody National Bank Trust Division | 500 | $266.2K | 0.03% | −5−1.0% | Reduced |
| Van Cleef Asset Management,Inc | 500 | $266.2K | 0.03% | +500 | New |
| Optimist Retirement Group LLC | 499 | $265.7K | 0.13% | −25−4.8% | Reduced |
| Sunbeam Capital Management, LLC | 499 | $265.6K | 0.25% | +499 | New |
| Baker Tilly Wealth Management, LLC | 497 | $264.6K | 0.10% | −16−3.1% | Reduced |
| GenTrust, LLC | 496 | $264.2K | 0.01% | +16+3.3% | Added |
| Howard Financial Services, Ltd. | 493 | $262.5K | 0.04% | +493 | New |
| denkapparat Operations GmbH | 490 | $260.9K | 0.39% | +490 | New |
| YHB Investment Advisors, Inc. | 488 | $259.8K | 0.02% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 486 | $258.8K | 0.01% | −183−27.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 485 | $258.2K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 485 | $258.2K | 0.02% | +8+1.7% | Added |
| Interchange Capital Partners, LLC | 486 | $257.9K | 0.09% | −17−3.4% | Reduced |
| Platform Technology Partners | 482 | $256.6K | 0.08% | 00.0% | Unchanged |
| ORG Partners LLC | 481 | $256.2K | 0.03% | +1+0.2% | Added |
| Confluence Investment Management LLC | 480 | $255.6K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 480 | $255.6K | 0.01% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 478 | $254.6K | 0.05% | +1+0.2% | Added |
| Nwam LLC | 478 | $254.5K | 0.02% | −24−4.8% | Reduced |
| Paragon Private Wealth Management, LLC | 478 | $254.5K | 0.12% | +50+11.7% | Added |
| Private Client Services, LLC | 476 | $253.7K | 0.14% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 475 | $253.0K | 0.03% | +7+1.5% | Added |
| Rebalance, LLC | 472 | $251.3K | 0.02% | −13−2.7% | Reduced |
| Alpha Family Trust | 470 | $250.2K | 0.14% | 00.0% | Unchanged |
| Old National Bancorp | 470 | $250.2K | 0.01% | +470 | New |
| TCI Wealth Advisors, Inc. | 469 | $249.7K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 469 | $249.6K | 0.09% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 465 | $247.6K | 0.00% | −9−1.9% | Reduced |
| Arete Wealth Advisors, LLC | 463 | $247.0K | 0.02% | +463 | New |
| Regimen Wealth, LLC | 461 | $245.3K | 0.08% | +2+0.4% | Added |
| AlTi Global, Inc. | 460 | $245.0K | 0.01% | +7+1.5% | Added |
| Bordeaux Wealth Advisors LLC | 460 | $244.9K | 0.04% | +5+1.1% | Added |
| Crews Bank & Trust | 458 | $243.9K | 0.04% | +458 | New |
| Washington Trust Advisors, Inc. | 457 | $243.2K | 0.02% | −127−21.7% | Reduced |
| Tiemann Investment Advisors, LLC | 456 | $242.8K | 0.11% | −15−3.2% | Reduced |
| Family Firm, Inc. | 455 | $242.5K | 0.05% | +1+0.2% | Added |
| Sigma Planning Corp | 452 | $240.7K | 0.01% | +4+0.9% | Added |
| Legacy Financial Advisors, Inc. | 451 | $240.3K | 0.04% | −13−2.8% | Reduced |
| Boyd Watterson Asset Management LLC | 450 | $239.7K | 0.07% | −4−0.9% | Reduced |
| West Oak Capital, LLC | 450 | $239.6K | 0.08% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 450 | $239.6K | 0.15% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 450 | $239.6K | 0.01% | +8+1.8% | Added |
| Charter Trust Co | 449 | $239.1K | 0.02% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 447 | $238.0K | 0.01% | +447 | New |
| Abacus Planning Group, Inc. | 445 | $236.9K | 0.04% | −3−0.7% | Reduced |
| Avidian Wealth Solutions, LLC | 443 | $236.0K | 0.01% | +443 | New |
| Marathon Capital Management | 440 | $234.3K | 0.06% | 00.0% | Unchanged |
| Weaver Consulting Group | 439 | $233.7K | 0.07% | 00.0% | Unchanged |
| one8zero8, LLC | 439 | $233.7K | 0.05% | +439 | New |
| Croban | 438 | $233.2K | 0.23% | +438 | New |
| Wealthcare Advisory Partners LLC | 437 | $232.6K | 0.01% | +5+1.2% | Added |