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
- 1,392
- +150 vs. Q3 2024
- Shares held
- 83.0M
- +483.6K (+0.6%) vs. Q3 2024
- Total value
- $44.2B
- +$5.45B (+14.1%) vs. Q3 2024
- New holders
- 209
- 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 | 1,363 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,392 | $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 |
|---|---|---|---|---|---|
| Kerusso Capital Management LLC | 13,025 | $6.93M | 4.43% | +29+0.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 13,000 | $6.92M | 0.45% | −7,000−35.0% | Reduced |
| Arjuna Capital | 12,880 | $6.86M | 1.82% | −610−4.5% | Reduced |
| Fiera Capital Corp | 12,854 | $6.84M | 0.02% | +1,969+18.1% | Added |
| Level Four Advisory Services, LLC | 12,844 | $6.84M | 0.28% | +15+0.1% | Added |
| Vident Advisory, LLC | 12,830 | $6.83M | 0.12% | −4,223−24.8% | Reduced |
| Railway Pension Investments Ltd | 12,800 | $6.82M | 0.09% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 12,800 | $6.82M | 0.17% | +12,800 | New |
| Terry L. Blaker | 12,721 | $6.77M | 0.26% | −647−4.8% | Reduced |
| United Services Automobile Association | 12,439 | $6.62M | 0.22% | 00.0% | Unchanged |
| Bokf, NA | 12,669 | $6.53M | 0.11% | −104−0.8% | Reduced |
| Janus Henderson Group PLC | 12,054 | $6.42M | 0.00% | +530+4.6% | Added |
| FORA Capital, LLC | 12,018 | $6.40M | 0.73% | +6,166+105.4% | Added |
| Wealthfront Advisers LLC | 11,748 | $6.25M | 0.02% | +644+5.8% | Added |
| Quantinno Capital Management LP | 11,421 | $6.08M | 0.06% | +2,706+31.0% | Added |
| American Assets Investment Management, LLC | 11,250 | $5.99M | 0.49% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 11,183 | $5.95M | 0.10% | +10,397+1,322.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,039 | $5.88M | 0.06% | +133+1.2% | Added |
| Pacer Advisors, Inc. | 10,680 | $5.69M | 0.01% | −8,387−44.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,601 | $5.64M | 0.01% | +581+5.8% | Added |
| Mackenzie Financial Corp | 10,570 | $5.63M | 0.01% | −116−1.1% | Reduced |
| Red Cedar Investment Management, LLC | 10,522 | $5.60M | 0.70% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 10,521 | $5.60M | 0.08% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,489 | $5.58M | 0.03% | −14,054−57.3% | Reduced |
| Elo Mutual Pension Insurance Co | 10,411 | $5.54M | 0.12% | +10,411 | New |
| Hohimer Wealth Management, LLC | 10,342 | $5.51M | 1.04% | +41+0.4% | Added |
| Gamco Investors, Inc. Et Al | 10,185 | $5.42M | 0.06% | −362−3.4% | Reduced |
| Baird Financial Group, Inc. | 10,002 | $5.33M | 0.01% | −160−1.6% | Reduced |
| Birch Financial Group, LLC | 10,000 | $5.32M | 5.99% | +10,000 | New |
| Atlantic Union Bankshares Corp | 9,984 | $5.32M | 0.31% | +52+0.5% | Added |
| Squarepoint Ops LLC | 9,896 | $5.27M | 0.01% | −10,736−52.0% | Reduced |
| SOA Wealth Advisors, LLC. | 9,849 | $5.24M | 0.97% | −44−0.4% | Reduced |
| Kestra Advisory Services, LLC | 9,759 | $5.20M | 0.03% | −364−3.6% | Reduced |
| Bulltick Wealth Management, LLC | 9,720 | $5.18M | 1.22% | 00.0% | Unchanged |
| BancorpSouth Bank | 9,444 | $5.03M | 0.34% | −358−3.7% | Reduced |
| Mizuho Securities USA LLC | 9,195 | $4.90M | 0.09% | +2,828+44.4% | Added |
| Chesley Taft & Associates LLC | 9,158 | $4.88M | 0.23% | +2,992+48.5% | Added |
| Bridges Investment Management Inc | 9,038 | $4.81M | 0.07% | +7+0.1% | Added |
| Burney Co | 9,012 | $4.80M | 0.17% | −852−8.6% | Reduced |
| Ieq Capital, LLC | 8,986 | $4.78M | 0.05% | +708+8.6% | Added |
| Journey Advisory Group, LLC | 11,185 | $4.78M | 0.57% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,914 | $4.75M | 0.00% | −37−0.4% | Reduced |
| TD Private Client Wealth LLC | 8,774 | $4.67M | 0.13% | +315+3.7% | Added |
| Cresset Asset Management, LLC | 8,678 | $4.62M | 0.02% | −13,757−61.3% | Reduced |
| Impact Asset Management GmbH | 8,670 | $4.62M | 1.82% | −2,600−23.1% | Reduced |
| TD Waterhouse Canada Inc. | 8,637 | $4.60M | 0.04% | +178+2.1% | Added |
| Advisory Services Network, LLC | 8,599 | $4.58M | 0.09% | +608+7.6% | Added |
| Reuter James Wealth Management, LLC | 8,521 | $4.54M | 0.84% | −300−3.4% | Reduced |
| Raiffeisen Bank International AG | 8,448 | $4.48M | 0.07% | +8,448 | New |
| Edmp, Inc. | 8,400 | $4.47M | 4.25% | −136−1.6% | Reduced |
| L2 Asset Management, LLC | 8,356 | $4.45M | 0.97% | −55−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 8,322 | $4.43M | 0.08% | −102−1.2% | Reduced |
| Fulton Bank, N.A. | 8,203 | $4.37M | 0.17% | −227−2.7% | Reduced |
| Brinker Capital Investments, LLC | 8,170 | $4.35M | 0.04% | −279−3.3% | Reduced |
| Orion Portfolio Solutions, LLC | 8,170 | $4.35M | 0.04% | −279−3.3% | Reduced |
| Boston Private Wealth LLC | 8,055 | $4.29M | 0.08% | +8,055 | New |
| Fairvoy Private Wealth, LLC | 7,925 | $4.22M | 1.12% | +7,925 | New |
| Cyndeo Wealth Partners, LLC | 7,891 | $4.20M | 0.28% | +115+1.5% | Added |
| Tower Bridge Advisors | 7,849 | $4.18M | 0.45% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 7,838 | $4.17M | 0.17% | +7,802+21,672.2% | Added |
| Great Lakes Advisors, LLC | 7,790 | $4.15M | 0.04% | +198+2.6% | Added |
| Hilltop Holdings Inc. | 7,722 | $4.11M | 0.26% | +253+3.4% | Added |
| Perigon Wealth Management, LLC | 7,475 | $4.08M | 0.10% | +5+0.1% | Added |
| UniSuper Management Pty Ltd | 7,637 | $4.07M | 0.03% | −1,726−18.4% | Reduced |
| Gulf International Bank (UK) Ltd | 7,613 | $4.05M | 0.10% | −92−1.2% | Reduced |
| Diversified Trust Co | 7,585 | $4.04M | 0.10% | −25−0.3% | Reduced |
| Signet Financial Management, LLC | 7,551 | $4.02M | 0.51% | +26+0.3% | Added |
| Centiva Capital, LP | 7,487 | $3.99M | 0.15% | +7,487 | New |
| Avanza Fonder AB | 7,338 | $3.91M | 0.12% | +7,338 | New |
| BTC Capital Management, Inc. | 7,262 | $3.87M | 0.36% | −3,336−31.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,168 | $3.82M | 0.06% | −25−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,100 | $3.80M | 0.05% | +534+8.1% | Added |
| Vontobel Holding Ltd. | 7,063 | $3.76M | 0.01% | −2,436−25.6% | Reduced |
| De Burlo Group Inc | 7,040 | $3.75M | 0.50% | +7,040 | New |
| Great Lakes Retirement, Inc. | 7,021 | $3.74M | 0.48% | −228−3.1% | Reduced |
| Plato Investment Management Ltd | 6,992 | $3.74M | 0.27% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 6,994 | $3.72M | 0.13% | −5−0.1% | Reduced |
| Carret Asset Management, LLC | 6,993 | $3.72M | 0.41% | −40−0.6% | Reduced |
| New Hampshire Trust | 6,988 | $3.72M | 0.78% | +161+2.4% | Added |
| Fred Alger Management, LLC | 6,977 | $3.71M | 0.02% | +6,977 | New |
| Crossmark Global Holdings, Inc. | 6,970 | $3.71M | 0.07% | +1,738+33.2% | Added |
| Great Diamond Partners, LLC | 6,962 | $3.71M | 0.96% | −72−1.0% | Reduced |
| Dean Investment Associates, LLC | 6,906 | $3.68M | 0.52% | +271+4.1% | Added |
| Johnson Investment Counsel Inc | 6,905 | $3.68M | 0.04% | −9−0.1% | Reduced |
| Omers Administration Corp | 6,900 | $3.67M | 0.03% | −1,407−16.9% | Reduced |
| TownSquare Capital, LLC | 6,848 | $3.65M | 0.04% | −199−2.8% | Reduced |
| Radnor Capital Management, LLC | 6,827 | $3.63M | 0.61% | −215−3.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,812 | $3.63M | 0.02% | +2,415+54.9% | Added |
| Kentucky Retirement Systems | 6,747 | $3.59M | 0.11% | −93−1.4% | Reduced |
| Sequoia Financial Advisors, LLC | 6,729 | $3.58M | 0.03% | +1,226+22.3% | Added |
| Savant Capital, LLC | 6,717 | $3.58M | 0.03% | +54+0.8% | Added |
| Estate Counselors, LLC | 6,705 | $3.57M | 0.38% | +6,705 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6,678 | $3.56M | 0.01% | +523+8.5% | Added |
| Tower Research Capital LLC (TRC) | 6,662 | $3.55M | 0.07% | +3,325+99.6% | Added |
| Oppenheimer & Co Inc | 6,551 | $3.49M | 0.05% | +193+3.0% | Added |
| Marshall Wace, LLP | 6,503 | $3.46M | 0.00% | +6,003+1,200.6% | Added |
| Jackson Wealth Management, LLC | 6,410 | $3.41M | 0.39% | +6,410 | New |
| NorthCrest Asset Manangement, LLC | 6,325 | $3.37M | 0.10% | +225+3.7% | Added |
| Verition Fund Management LLC | 6,322 | $3.37M | 0.02% | +2,562+68.1% | Added |
| First Hawaiian Bank | 6,276 | $3.34M | 0.11% | −506−7.5% | Reduced |