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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 435 | $231.6K | 0.04% | +27+6.6% | Added |
| Hanson & Doremus Investment Management | 433 | $231.0K | 0.04% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 432 | $230.0K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 431 | $229.6K | 0.04% | −73−14.5% | Reduced |
| Orrstown Financial Services Inc | 430 | $228.9K | 0.06% | +2+0.5% | Added |
| Longboard Asset Management, LP | 430 | $228.9K | 0.61% | +430 | New |
| ICONIQ Capital, LLC | 429 | $228.4K | 0.00% | +429 | New |
| Strategic Blueprint, LLC | 428 | $228.0K | 0.01% | +428 | New |
| Independent Family Office, LLC | 428 | $227.9K | 0.12% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 426 | $226.8K | 0.06% | +426 | New |
| Convergence Investment Partners, LLC | 425 | $226.4K | 0.05% | +425 | New |
| GHP Investment Advisors, Inc. | 421 | $224.3K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 421 | $224.2K | 0.01% | +421 | New |
| Macroview Investment Management LLC | 420 | $223.6K | 0.23% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 418 | $222.6K | 0.17% | +418 | New |
| Bridgefront Capital, LLC | 416 | $221.5K | 0.07% | +416 | New |
| Savvy Advisors, Inc. | 415 | $220.9K | 0.03% | +415 | New |
| Eagle Bay Advisors LLC | 415 | $220.8K | 0.14% | −4−1.0% | Reduced |
| Harbor Investment Advisory, LLC | 412 | $219.4K | 0.02% | +37+9.9% | Added |
| Capital Investment Advisors, LLC | 412 | $219.2K | 0.00% | +412 | New |
| Twelve Points Wealth Management LLC | 409 | $217.8K | 0.06% | +409 | New |
| Aviso Wealth Management | 408 | $217.2K | 0.11% | +408 | New |
| Amplius Wealth Advisors, LLC | 406 | $216.2K | 0.02% | +406 | New |
| Fisher Asset Management, LLC | 402 | $214.1K | 0.00% | +402 | New |
| Whalerock Point Partners, LLC | 402 | $214.0K | 0.05% | −285−41.5% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 401 | $213.5K | 0.12% | +401 | New |
| D. E. Shaw & Co., Inc. | 400 | $213.0K | 0.00% | −7,313−94.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 400 | $213.0K | 0.04% | 00.0% | Unchanged |
| E&G Advisors, LP | 400 | $213.0K | 0.06% | +400 | New |
| Mengis Capital Management, Inc. | 400 | $213.0K | 0.04% | +400 | New |
| White Lighthouse Investment Management Inc. | 400 | $213.0K | 0.04% | +400 | New |
| Annex Advisory Services, LLC | 398 | $211.9K | 0.01% | −96−19.4% | Reduced |
| Blue Barn Wealth, LLC | 398 | $211.9K | 0.11% | +398 | New |
| South Plains Financial, Inc. | 396 | $210.8K | 0.16% | +396 | New |
| Navellier & Associates Inc | 394 | $209.8K | 0.03% | −221−35.9% | Reduced |
| Morningstar Investment Management LLC | 393 | $209.0K | 0.02% | +393 | New |
| Riverview Trust Co | 392 | $208.7K | 0.19% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 391 | $208.2K | 0.01% | +391 | New |
| Wimmer Associates 1, LLC | 390 | $207.6K | 0.10% | +390 | New |
| Means Investment Co., Inc. | 389 | $207.0K | 0.02% | +389 | New |
| Aberdeen Wealth Management LLC | 386 | $205.5K | 0.14% | +386 | New |
| Cable Hill Partners, LLC | 385 | $205.0K | 0.02% | +385 | New |
| Acropolis Investment Management, LLC | 384 | $204.5K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 384 | $204.0K | 0.10% | −63−14.1% | Reduced |
| CWA Asset Management Group, LLC | 383 | $203.9K | 0.01% | +383 | New |
| Cobblestone Capital Advisors LLC | 383 | $203.9K | 0.01% | +383 | New |
| Allegheny Financial Group LTD | 376 | $200.6K | 0.05% | +376 | New |
| State of Wyoming | 371 | $197.5K | 0.03% | −46−11.0% | Reduced |
| Creative Financial Designs Inc | 362 | $192.7K | 0.02% | 00.0% | Unchanged |
| Transce3nd, LLC | 361 | $192.2K | 0.07% | +361 | New |
| Webster Bank, N. A. | 359 | $191.1K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 348 | $185.3K | 0.01% | −6−1.7% | Reduced |
| United Community Bank | 341 | $181.6K | 0.07% | −5−1.4% | Reduced |
| Financial Perspectives, Inc | 337 | $179.7K | 0.06% | +200+146.0% | Added |
| USA Financial Portformulas Corp | 336 | $178.9K | 0.03% | +336 | New |
| Stance Capital LLC | 336 | $178.9K | 0.11% | +336 | New |
| Bank of Jackson Hole Trust | 330 | $175.7K | 0.12% | +330 | New |
| CoreFirst Bank & Trust | 317 | $168.8K | 0.10% | 00.0% | Unchanged |
| Ostrum Asset Management | 312 | $166.1K | 0.01% | −11−3.4% | Reduced |
| North Star Investment Management Corp. | 307 | $163.5K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 305 | $162.4K | 0.06% | 00.0% | Unchanged |
| Westpac Banking Corp | 290 | $154.4K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 290 | $154.4K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 283 | $150.7K | 0.25% | +283 | New |
| Group One Trading, L.P. | 278 | $148.0K | 0.01% | +278 | New |
| Centaurus Financial, Inc. | 276 | $147.0K | 0.01% | −4−1.4% | Reduced |
| Cromwell Holdings LLC | 273 | $145.4K | 0.08% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 271 | $144.3K | 0.01% | +271 | New |
| Anchor Investment Management, LLC | 270 | $143.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 265 | $141.1K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 262 | $140.4K | 0.03% | +1+0.4% | Added |
| Breakwater Investment Management | 261 | $139.0K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $139.0K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 261 | $139.0K | 0.01% | 00.0% | Unchanged |
| Allianz SE | 260 | $137.9K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 258 | $137.4K | 0.01% | −175−40.4% | Reduced |
| Heritage Wealth Advisors | 257 | $136.8K | 0.01% | +3+1.2% | Added |
| Coston, McIsaac & Partners | 252 | $134.0K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 251 | $133.6K | 0.05% | −14−5.3% | Reduced |
| Old Second National Bank of Aurora | 247 | $131.5K | 0.03% | +2+0.8% | Added |
| GW&K Investment Management, LLC | 234 | $125.0K | 0.00% | +1+0.4% | Added |
| Mendota Financial Group, LLC | 232 | $123.5K | 0.08% | +232 | New |
| 1620 Investment Advisors, Inc. | 220 | $117.1K | 0.09% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 211 | $112.3K | 0.04% | 00.0% | Unchanged |
| Motco | 205 | $109.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 205 | $109.1K | 0.02% | +205 | New |
| Kimelman & Baird, LLC | 200 | $106.5K | 0.01% | −80−28.6% | Reduced |
| Venturi Wealth Management, LLC | 196 | $104.4K | 0.01% | +2+1.0% | Added |
| Hexagon Capital Partners LLC | 195 | $103.8K | 0.02% | −17−8.0% | Reduced |
| Kapitalo Investimentos Ltda | 193 | $102.8K | 0.07% | +193 | New |
| Security National Bank | 191 | $101.7K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 187 | $99.6K | 0.01% | −5,810−96.9% | Reduced |
| Montag A & Associates Inc | 186 | $99.0K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 185 | $98.5K | 0.06% | +185 | New |
| Laurel Wealth Advisors LLC | 176 | $93.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 172 | $91.6K | 0.03% | +4+2.4% | Added |
| Estabrook Capital Management | 170 | $90.5K | 0.01% | −865−83.6% | Reduced |
| American National Bank | 168 | $89.4K | 0.01% | +62+58.5% | Added |
| Resources Management Corp | 165 | $88.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 165 | $87.9K | 0.00% | −64−27.9% | Reduced |