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 |
|---|---|---|---|---|---|
| Hopwood Financial Services, Inc. | 165 | $87.9K | 0.07% | +165 | New |
| Tobam | 159 | $85.0K | 0.03% | −14−8.1% | Reduced |
| Tompkins Financial Corp | 159 | $84.7K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $84.7K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $84.7K | 0.03% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 156 | $82.8K | 0.00% | +156 | New |
| High Note Wealth, LLC | 155 | $82.5K | 0.02% | +155 | New |
| Asset Dedication, LLC | 153 | $81.5K | 0.01% | −23−13.1% | Reduced |
| West Branch Capital LLC | 153 | $81.5K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $80.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 150 | $79.9K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 148 | $78.8K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 146 | $77.7K | 0.02% | +28+23.7% | Added |
| Itau Unibanco Holding S.A. | 144 | $76.7K | 0.00% | +119+476.0% | Added |
| Versant Capital Management, Inc | 143 | $76.1K | 0.02% | +101+240.5% | Added |
| Iron Horse Wealth Management, LLC | 138 | $73.5K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 138 | $73.5K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $73.0K | 0.03% | −60−30.3% | Reduced |
| Oarsman Capital, Inc. | 137 | $72.9K | 0.01% | −57−29.4% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 135 | $71.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 133 | $70.8K | 0.00% | +2+1.5% | Added |
| Westend Capital Management, LLC | 129 | $68.7K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 125 | $67.9K | 0.03% | +125 | New |
| West Paces Advisors Inc. | 126 | $67.1K | 0.02% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 119 | $63.4K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 112 | $59.6K | 0.00% | −15−11.8% | Reduced |
| Byrne Asset Management LLC | 111 | $59.1K | 0.04% | −20−15.3% | Reduced |
| Clean Yield Group | 110 | $58.6K | 0.02% | 00.0% | Unchanged |
| Friedenthal Financial | 108 | $57.5K | 0.03% | +108 | New |
| Trifecta Capital Advisors, LLC | 105 | $55.9K | 0.01% | −33−23.9% | Reduced |
| Delta Asset Management LLC | 100 | $53.2K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $53.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 93 | $50.0K | 0.03% | −16−14.7% | Reduced |
| Bell Investment Advisors, Inc | 91 | $48.5K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 91 | $48.5K | 0.05% | +91 | New |
| Millstone Evans Group, LLC | 88 | $46.9K | 0.03% | +88 | New |
| Promus Capital, LLC | 88 | $46.9K | 0.04% | +88 | New |
| Ofi Invest Asset Management | 91 | $46.8K | 0.00% | +91 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 87 | $46.3K | 0.01% | −3−3.3% | Reduced |
| Quarry LP | 87 | $46.3K | 0.01% | +52+148.6% | Added |
| Albion Financial Group | 87 | $46.3K | 0.00% | +87 | New |
| Abound Wealth Management | 83 | $44.3K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 82 | $44.0K | 0.04% | +17+26.2% | Added |
| Twin Lakes Capital Management, LLC | 80 | $42.8K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $42.6K | 0.00% | +80 | New |
| Adirondack Trust Co | 79 | $42.1K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 72 | $38.3K | 0.01% | −38−34.5% | Reduced |
| Golden State Wealth Management, LLC | 71 | $37.8K | 0.01% | +71 | New |
| SRS Capital Advisors, Inc. | 70 | $37.3K | 0.00% | +20+40.0% | Added |
| Piscataqua Savings Bank | 70 | $37.3K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 69 | $37.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 69 | $36.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 68 | $36.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 67 | $35.7K | 0.00% | +67 | New |
| AdvisorNet Financial, Inc | 67 | $35.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 67 | $35.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 66 | $35.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 63 | $33.5K | 0.00% | −18−22.2% | Reduced |
| Key Financial Inc | 61 | $32.5K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 60 | $31.9K | 0.03% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 60 | $31.9K | 0.02% | +60 | New |
| Westside Investment Management, Inc. | 58 | $30.9K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 58 | $30.9K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 58 | $30.9K | 0.02% | +9+18.4% | Added |
| Bank & Trust Co | 57 | $30.3K | 0.03% | −10−14.9% | Reduced |
| Creative Capital Management Investments LLC | 56 | $29.8K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 56 | $29.8K | 0.03% | +56 | New |
| Mechanics Financial Corp | 55 | $29.3K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 53 | $28.2K | 0.02% | +53 | New |
| Rialto Wealth Management, LLC | 52 | $27.7K | 0.01% | +52 | New |
| Financial Management Professionals, Inc. | 52 | $27.7K | 0.00% | +1+2.0% | Added |
| UMA Financial Services, Inc. | 51 | $27.2K | 0.00% | +51 | New |
| Mizuho Bank, Ltd. | 50 | $26.6K | 0.01% | −90−64.3% | Reduced |
| Wolff Wiese Magana LLC | 50 | $26.6K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $26.6K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 49 | $26.1K | 0.00% | +49 | New |
| Hantz Financial Services, Inc. | 48 | $26.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 48 | $25.6K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 48 | $25.6K | 0.00% | +48 | New |
| MCF Advisors LLC | 46 | $24.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $24.5K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 45 | $24.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 45 | $24.0K | 0.01% | −43−48.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 45 | $24.0K | 0.01% | +5+12.5% | Added |
| Sierra Ocean, LLC | 42 | $22.4K | 0.02% | +42 | New |
| REAP Financial Group, LLC | 42 | $22.2K | 0.01% | +2+5.0% | Added |
| Copia Wealth Management | 40 | $21.3K | 0.02% | +40 | New |
| Financial Life Planners | 40 | $21.2K | 0.02% | +40 | New |
| TFC Financial Management | 39 | $20.8K | 0.00% | +28+254.5% | Added |
| Center for Financial Planning, Inc. | 39 | $20.8K | 0.00% | +26+200.0% | Added |
| Rise Advisors, LLC | 37 | $19.9K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 37 | $19.7K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $19.6K | 0.00% | +8+27.6% | Added |
| New Millennium Group LLC | 35 | $18.8K | 0.01% | +3+9.4% | Added |
| Hager Investment Management Services, LLC | 35 | $18.6K | 0.01% | +35 | New |
| Reyes Financial Architecture, Inc. | 35 | $18.6K | 0.01% | +35 | New |
| Birchbrook, Inc. | 34 | $18.1K | 0.01% | −26−43.3% | Reduced |
| Raffa Wealth Management, LLC | 33 | $17.6K | 0.00% | −3−8.3% | Reduced |
| Strategic Investment Solutions, Inc. | 33 | $17.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 32 | $17.0K | 0.00% | 00.0% | Unchanged |