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 | 1,363 | $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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 6,192 | $3.30M | 0.21% | +380+6.5% | Added |
| Family Management Corp | 6,191 | $3.30M | 0.53% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,100 | $3.25M | 0.45% | +100+1.7% | Added |
| Quartz Partners, LLC | 6,024 | $3.21M | 1.95% | +346+6.1% | Added |
| Hartford Investment Management Co | 6,021 | $3.21M | 0.11% | −158−2.6% | Reduced |
| Loudon Investment Management, LLC | 5,987 | $3.19M | 1.81% | −230−3.7% | Reduced |
| Private Advisor Group, LLC | 5,972 | $3.18M | 0.02% | −445−6.9% | Reduced |
| Fifth Third Bancorp | 5,964 | $3.18M | 0.01% | −605−9.2% | Reduced |
| Bryn Mawr Trust Co | 5,936 | $3.16M | 0.06% | +922+18.4% | Added |
| CAPROCK Group, Inc. | 5,902 | $3.14M | 0.10% | −118−2.0% | Reduced |
| Aurora Investment Counsel | 5,893 | $3.14M | 1.72% | +5,893 | New |
| BDF-Gestion | 5,875 | $3.13M | 0.32% | −764−11.5% | Reduced |
| RSM US Wealth Management LLC | 5,886 | $3.13M | 0.04% | −896−13.2% | Reduced |
| BlueStem Wealth Partners, LLC | 5,766 | $3.07M | 0.40% | +5,766 | New |
| IMA Wealth, Inc. | 5,734 | $3.05M | 0.37% | −168−2.8% | Reduced |
| Nations Financial Group Inc, | 5,606 | $2.98M | 0.22% | +199+3.7% | Added |
| Bradley Foster & Sargent Inc | 5,604 | $2.98M | 0.05% | +254+4.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,575 | $2.97M | 0.03% | −1,403−20.1% | Reduced |
| MAI Capital Management | 5,503 | $2.93M | 0.02% | +508+10.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,497 | $2.93M | 0.01% | −846−13.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5,484 | $2.92M | 0.90% | −144−2.6% | Reduced |
| Montecito Bank & Trust | 5,463 | $2.91M | 0.50% | +222+4.2% | Added |
| 17 Capital Partners, LLC | 5,405 | $2.88M | 1.82% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 5,399 | $2.87M | 0.07% | +1,243+29.9% | Added |
| Empowered Funds, LLC | 5,388 | $2.87M | 0.04% | −2,633−32.8% | Reduced |
| Castellan Group, LLC | 5,388 | $2.87M | 1.24% | −478−8.1% | Reduced |
| Accurate Wealth Management, LLC | 5,545 | $2.86M | 0.55% | +5,070+1,067.4% | Added |
| Leisure Capital Management | 5,353 | $2.85M | 1.12% | −20.0% | Reduced |
| Securian Asset Management, Inc | 5,208 | $2.77M | 0.08% | −257−4.7% | Reduced |
| Louisiana State Employees Retirement System | 5,200 | $2.77M | 0.05% | −300−5.5% | Reduced |
| Maryland State Retirement & Pension System | 5,190 | $2.76M | 0.06% | −521−9.1% | Reduced |
| CIBC World Markets Inc. | 5,171 | $2.75M | 0.01% | −183−3.4% | Reduced |
| Independent Advisor Alliance | 5,140 | $2.74M | 0.04% | +367+7.7% | Added |
| Congress Wealth Management LLC | 5,139 | $2.74M | 0.04% | +447+9.5% | Added |
| Auxier Asset Management | 5,081 | $2.71M | 0.42% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,069 | $2.70M | 0.15% | +10.0% | Added |
| Hilltop National Bank | 5,047 | $2.69M | 0.81% | +128+2.6% | Added |
| Summit Financial, LLC | 5,043 | $2.69M | 0.09% | −1,233−19.6% | Reduced |
| Toroso Investments, LLC | 4,954 | $2.64M | 0.02% | +1,722+53.3% | Added |
| Greenleaf Trust | 4,949 | $2.63M | 0.02% | +48+1.0% | Added |
| Weiss Asset Management LP | 4,922 | $2.62M | 0.06% | +4,922 | New |
| Cove Private Wealth, LLC | 4,900 | $2.61M | 1.57% | −223−4.4% | Reduced |
| BKD Wealth Advisors, LLC | 4,848 | $2.58M | 0.06% | −158−3.2% | Reduced |
| Harfst & Associates, Inc. | 4,846 | $2.58M | 0.54% | +269+5.9% | Added |
| Principal Securities, Inc. | 4,843 | $2.58M | 0.06% | +141+3.0% | Added |
| Sovran Advisors, LLC | 4,891 | $2.58M | 0.37% | +4,891 | New |
| Allworth Financial LP | 4,548 | $2.55M | 0.01% | −32−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 4,791 | $2.55M | 0.03% | +150+3.2% | Added |
| Peddock Capital Advisors, LLC | 4,752 | $2.53M | 0.61% | −51−1.1% | Reduced |
| Flputnam Investment Management Co | 4,740 | $2.52M | 0.05% | −1,539−24.5% | Reduced |
| New Mexico Educational Retirement Board | 4,681 | $2.49M | 0.08% | −200−4.1% | Reduced |
| Meeder Advisory Services, Inc. | 4,579 | $2.44M | 0.15% | −11−0.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,590 | $2.44M | 0.08% | +2,918+174.5% | Added |
| CNB Bank | 4,563 | $2.43M | 1.13% | −207−4.3% | Reduced |
| BFSG, LLC | 4,538 | $2.42M | 0.28% | +61+1.4% | Added |
| CWM, LLC | 4,520 | $2.41M | 0.01% | +1,610+55.3% | Added |
| Norinchukin Bank, The | 4,516 | $2.40M | 0.05% | +372+9.0% | Added |
| Connecticut Wealth Management, LLC | 4,503 | $2.40M | 0.12% | +134+3.1% | Added |
| YANKCOM Partnership | 4,499 | $2.40M | 1.28% | +4,499 | New |
| Bank Ozk | 4,491 | $2.39M | 0.99% | +445+11.0% | Added |
| LMCG Investments, LLC | 4,482 | $2.39M | 0.15% | −335−7.0% | Reduced |
| Bridgeway Capital Management, LLC | 4,470 | $2.38M | 0.05% | −2,070−31.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 4,449 | $2.37M | 2.27% | −574−11.4% | Reduced |
| Intech Investment Management LLC | 4,404 | $2.34M | 0.02% | −1,875−29.9% | Reduced |
| ING Groep NV | 4,385 | $2.33M | 0.02% | −564−11.4% | Reduced |
| E. Ohman J:or Asset Management AB | 4,380 | $2.33M | 0.05% | +350+8.7% | Added |
| Oddo BHF Asset Management SAS | 4,380 | $2.33M | 0.12% | +755+20.8% | Added |
| Cullen/Frost Bankers, Inc. | 4,348 | $2.31M | 0.03% | −225−4.9% | Reduced |
| Vise Technologies, Inc. | 4,342 | $2.31M | 0.19% | +2,662+158.5% | Added |
| Adviser Investments LLC | 4,337 | $2.31M | 0.03% | +127+3.0% | Added |
| Eley Financial Management, Inc | 4,323 | $2.30M | 0.90% | −205−4.5% | Reduced |
| Metis Global Partners, LLC | 4,322 | $2.30M | 0.07% | +879+25.5% | Added |
| Parallel Advisors, LLC | 4,292 | $2.29M | 0.05% | +121+2.9% | Added |
| GAMMA Investing LLC | 4,284 | $2.28M | 0.19% | +182+4.4% | Added |
| United Capital Financial Advisers, LLC | 4,243 | $2.26M | 0.02% | −46−1.1% | Reduced |
| Coldstream Capital Management Inc | 4,197 | $2.23M | 0.05% | +188+4.7% | Added |
| Ramirez Asset Management, Inc. | 4,197 | $2.23M | 0.45% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 4,194 | $2.23M | 0.13% | −95−2.2% | Reduced |
| Chicago Trust Co NA | 4,187 | $2.23M | 0.39% | −103−2.4% | Reduced |
| D.A. Davidson & Co. | 4,153 | $2.21M | 0.02% | −338−7.5% | Reduced |
| Apollon Wealth Management, LLC | 4,119 | $2.19M | 0.05% | +95+2.4% | Added |
| Steward Partners Investment Advisory, LLC | 4,092 | $2.18M | 0.02% | −9,619−70.2% | Reduced |
| Quadrant Capital Group LLC | 4,079 | $2.17M | 0.15% | +31+0.8% | Added |
| Lecap Asset Management Ltd | 4,042 | $2.15M | 0.58% | +4,042 | New |
| Prescott Group Capital Management, L.L.C. | 4,000 | $2.13M | 0.29% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,992 | $2.13M | 0.25% | +50+1.3% | Added |
| Penobscot Investment Management Company, Inc. | 3,960 | $2.11M | 0.19% | +953+31.7% | Added |
| Callan Family Office, LLC | 3,914 | $2.08M | 0.13% | +3,914 | New |
| Kennebec Savings Bank | 4,005 | $2.07M | 2.09% | −61−1.5% | Reduced |
| Covenant Partners, LLC | 3,882 | $2.07M | 0.64% | −14−0.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,882 | $2.07M | 0.26% | +231+6.3% | Added |
| Teachers Insurance & Annuity Association of America | 3,875 | $2.06M | 2.73% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 3,867 | $2.06M | 0.00% | −1,308−25.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,812 | $2.03M | 0.06% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 3,810 | $2.03M | 0.48% | +114+3.1% | Added |
| Fifth Third Wealth Advisors LLC | 3,805 | $2.03M | 0.11% | +300+8.6% | Added |
| ExodusPoint Capital Management, LP | 3,782 | $2.01M | 0.02% | −2,836−42.9% | Reduced |
| Global Retirement Partners, LLC | 3,748 | $2.00M | 0.06% | +16+0.4% | Added |
| We Are One Seven, LLC | 3,723 | $1.98M | 0.08% | +145+4.1% | Added |
| Wetherby Asset Management Inc | 3,705 | $1.97M | 0.09% | −63−1.7% | Reduced |