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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.

Institutional holdersQ4 2024: 1,391 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,391 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,362 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ4 2024: $44.2B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,362$43.0B
Q1 20251,369$40.2B
Q4 20241,391$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2024.

Institutions holding AMP in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc32$17.0K0.00%−2−5.9%Reduced
FWL Investment Management, LLC30$16.0K0.01%−8−21.1%Reduced
FSA Wealth Management LLC30$16.0K0.01%00.0%Unchanged
Banque Transatlantique SA30$15.9K0.00%+30New
Main Street Group, LTD28$14.7K0.01%00.0%Unchanged
Zions Bancorporation, N.A.27$14.4K0.00%−87−76.3%Reduced
Montag & Caldwell, LLC27$14.4K0.00%+27New
Loring Wolcott & Coolidge Fiduciary Advisors LLP25$14.0K0.00%+25New
JNBA Financial Advisors26$13.8K0.00%00.0%Unchanged
Salomon & Ludwin, LLC26$13.8K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd25$13.3K0.01%+25New
Nemes Rush Group LLC25$13.3K0.00%+25New
Synergy Investment Management, LLC25$13.3K0.01%+25New
Carolinas Wealth Consulting LLC25$13.0K0.00%+9+56.3%Added
Bruce G. Allen Investments, LLC24$12.8K0.01%−1−4.0%Reduced
Operose Advisors LLC24$12.8K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC22$11.7K0.00%00.0%Unchanged
Dunhill Financial, LLC22$11.6K0.01%+6+37.5%Added
Sachetta, LLC21$11.2K0.00%+5+31.3%Added
Sugarloaf Wealth Management, LLC21$11.2K0.00%00.0%Unchanged
Beacon Capital Management, LLC21$11.2K0.00%00.0%Unchanged
Cedar Wealth Management, LLC20$10.6K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO20$10.6K0.00%+20New
Coppell Advisory Solutions LLC20$10.6K0.00%00.0%Unchanged
Atala Financial Inc19$10.1K0.01%+19New
Capital Advisors, Ltd. LLC18$10.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC18$9.58K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC18$9.58K0.00%00.0%Unchanged
Sittner & Nelson, LLC17$9.05K0.00%00.0%Unchanged
City State Bank17$9.05K0.00%00.0%Unchanged
Avion Wealth16$8.00K0.00%+1+6.7%Added
Silicon Valley Capital Partners15$7.83K0.00%00.0%Unchanged
South State Corp.14$7.45K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC14$7.45K0.01%+14New
Highline Wealth Partners LLC13$6.93K0.00%+3+30.0%Added
SJS Investment Consulting Inc.13$6.92K0.00%−7−35.0%Reduced
Fairman Group, LLC12$6.39K0.01%00.0%Unchanged
Atlas Capital Advisors LLC12$6.39K0.00%00.0%Unchanged
Sandy Spring Bank12$6.39K0.00%+12New
Newbridge Financial Services Group, Inc.11$6.04K0.00%−14−56.0%Reduced
Godsey & Gibb Associates11$5.86K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC11$5.86K0.00%+11New
Frazier Financial Advisors, LLC11$5.84K0.00%−6−35.3%Reduced
Brown, Lisle/Cummings, Inc.10$5.32K0.00%00.0%Unchanged
Caitlin John, LLC9$5.06K0.00%00.0%Unchanged
TD Capital Management LLC9$4.83K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC9$4.79K0.01%−31−77.5%Reduced
Granite FO LLC9$4.79K0.00%00.0%Unchanged
True Wealth Design, LLC9$4.79K0.00%+9New
Vision Financial Markets LLC9$4.47K0.00%+9New
Sanctuary Wealth Management, L.L.C.8$4.26K0.00%00.0%Unchanged
Noble Wealth Management PBC8$4.26K0.00%+8New
Darwin Advisors, LLC7$4.13K0.00%−1−12.5%Reduced
Hazlett, Burt & Watson, Inc.8$4.00K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC7$4.00K0.00%00.0%Unchanged
WealthTrak Capital Management LLC7$3.73K0.00%+7New
Union Savings Bank7$3.73K0.00%00.0%Unchanged
Accredited Wealth Management, LLC6$3.19K0.00%+6New
Clark Wealth Partners6$3.19K0.00%+6New
Winch Advisory Services, LLC5$2.68K0.00%−11−68.8%Reduced
Aspect Partners, LLC5$2.66K0.00%00.0%Unchanged
NewSquare Capital LLC5$2.66K0.00%+4+400.0%Added
Cape Investment Advisory, Inc.4$2.13K0.00%00.0%Unchanged
Talon Private Wealth, LLC4$2.13K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC4$2.13K0.00%+4New
Addison Advisors LLC3$1.60K0.00%−9−75.0%Reduced
Rosenberg Matthew Hamilton3$1.60K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC3$1.60K0.00%00.0%Unchanged
Core Alternative Capital3$1.60K0.00%+1+50.0%Added
Bogart Wealth, LLC3$1.60K0.00%+3New
Parkworth Wealth Management, Inc.3$1.60K0.00%+3New
BankPlus Trust Department3$1.60K0.00%+3New
IAG Wealth Partners, LLC3$1.49K0.00%00.0%Unchanged
PEAK6 LLC3$1.49K0.00%+3New
WestEnd Advisors, LLC2$1.06K0.00%00.0%Unchanged
NVWM, LLC2$1.06K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.2$1.06K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.2$1.06K0.00%+2New
Measured Risk Portfolios, Inc.2$1.06K0.00%+2New
Mowery & Schoenfeld Wealth Management, LLC2$1.06K0.00%+2New
Principia Wealth Advisory, LLC2$1.06K0.00%+2New
Riggs Asset Managment Co. Inc.2$1.06K0.00%00.0%Unchanged
Winnow Wealth LLC2$1.04K0.00%+2New
NBC Securities, Inc.1$7970.07%−817−99.9%Reduced
Private Wealth Management Group, LLC1$5330.00%00.0%Unchanged
Redwood Park Advisors LLC1$5330.00%+1New
JDM Financial Group LLC1$5320.00%00.0%Unchanged
Chesapeake Asset Management LLC1$5320.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC1$5320.00%+1New
Y.D. More Investments Ltd121$1770.00%+66+120.0%Added
Wood Tarver Financial Group, LLC1$00.00%+1New
Viking Global Investors LPSuperinvestorViking Global Investors0$00.00%−243,055−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−40,014−100.0%Sold out
Andra AP-fonden0$00.00%−29,500−100.0%Sold out
Gradient Investments LLC0$00.00%−27,280−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−15,909−100.0%Sold out
Marex Group plc0$00.00%−12,000−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−10,142−100.0%Sold out
Donoghue Forlines LLC0$00.00%−6,099−100.0%Sold out
Veriti Management LLC0$00.00%−5,013−100.0%Sold out