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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: 1,392 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: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 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 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$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
Pensionfund Sabic3,700$1.97M0.52%+700+23.3%Added
Affinity Investment Advisors, LLC3,672$1.96M1.63%−1,042−22.1%Reduced
Fiduciary Trust Co3,671$1.95M0.03%+497+15.7%Added
Keeley-Teton Advisors, LLC3,667$1.95M0.23%−212−5.5%Reduced
MainStreet Investment Advisors LLC3,626$1.93M0.27%−51−1.4%Reduced
First Horizon Advisors, Inc.3,610$1.92M0.05%−409−10.2%Reduced
NewEdge Wealth, LLC3,608$1.92M0.03%+178+5.2%Added
Empirical Finance, LLC3,573$1.90M0.11%−50−1.4%Reduced
Jacobi Capital Management LLC3,552$1.89M0.14%+2+0.1%Added
Caldwell Trust Co3,543$1.89M0.20%+608+20.7%Added
Prentice Wealth Management LLC3,482$1.85M0.54%−140−3.9%Reduced
Central Trust Co3,466$1.85M0.05%+12+0.3%Added
Zhang Financial LLC3,462$1.84M0.11%+190+5.8%Added
Mesirow Financial Investment Management, Inc.3,462$1.84M0.04%+2+0.1%Added
Y-Intercept (Hong Kong) Ltd3,460$1.84M0.12%+3,460New
Dean Capital Management3,443$1.83M0.78%+68+2.0%Added
Unigestion Holding SA3,424$1.82M0.10%−1,012−22.8%Reduced
Trexquant Investment LP3,388$1.80M0.02%+3,388New
Wedmont Private Capital3,492$1.80M0.09%+46+1.3%Added
Letson Investment Management, Inc.3,381$1.80M0.73%00.0%Unchanged
Mount Yale Investment Advisors, LLC3,373$1.80M0.15%−730−17.8%Reduced
Shell Asset Management Co3,313$1.76M0.08%−48−1.4%Reduced
Kestra Investment Management, LLC3,255$1.73M0.07%+822+33.8%Added
Siemens Fonds Invest GmbH3,259$1.73M0.18%+124+4.0%Added
Susquehanna Fundamental Investments, LLC3,246$1.73M0.03%+3,246New
Atria Wealth Solutions, Inc.3,242$1.73M0.02%−674−17.2%Reduced
Tectonic Advisors LLC3,239$1.72M0.11%+3+0.1%Added
Impact Investors, Inc3,200$1.70M1.32%+3,200New
Nomura Holdings Inc3,197$1.70M0.01%+3,197New
La Banque Postale Asset Management SA3,182$1.69M0.02%00.0%Unchanged
Pring Turner Capital Group Inc3,176$1.69M1.13%00.0%Unchanged
Vestcor Inc3,127$1.67M0.06%−2,540−44.8%Reduced
Umb Bank N A3,098$1.65M0.03%+92+3.1%Added
Resources Investment Advisors, LLC.3,093$1.65M0.02%−420−12.0%Reduced
Courier Capital LLC3,090$1.65M0.11%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC3,080$1.64M0.04%−32−1.0%Reduced
Chilton Investment Co LLC3,079$1.64M0.04%−46−1.5%Reduced
Financial Advocates Investment Management3,063$1.63M0.09%−184−5.7%Reduced
Palisade Asset Management, LLC3,034$1.62M0.16%−75−2.4%Reduced
Trust Co of Vermont2,997$1.60M0.08%+17+0.6%Added
K.J. Harrison & Partners Inc3,000$1.59M0.25%00.0%Unchanged
Huntington National Bank2,972$1.58M0.01%+189+6.8%Added
Kestra Private Wealth Services, LLC2,953$1.57M0.03%+29+1.0%Added
Tiaa Trust, National Association2,946$1.57M0.00%+387+15.1%Added
Hancock Whitney Corp2,946$1.57M0.05%+242+8.9%Added
Prudent Man Advisors, LLC2,933$1.56M0.57%−661−18.4%Reduced
Hilltop Partners LLC2,925$1.56M0.53%−290−9.0%Reduced
Fortress Private Ledger, LLC2,921$1.56M0.95%+2,921New
Net Worth Advisory Group2,895$1.54M0.47%−21−0.7%Reduced
Sanibel Captiva Trust Company, Inc.2,889$1.54M0.05%+63+2.2%Added
Kingsview Wealth Management, LLC2,886$1.54M0.03%+29+1.0%Added
Allstate Corp2,886$1.54M0.05%+2,886New
Sandy Cove Advisors, LLC2,883$1.54M0.60%00.0%Unchanged
Camden Capital, LLC2,875$1.53M0.17%+1,056+58.1%Added
M. Kulyk & Associates, LLC2,874$1.53M0.33%00.0%Unchanged
Marks Group Wealth Management, Inc2,868$1.53M0.15%00.0%Unchanged
HB Wealth Management, LLC2,835$1.51M0.02%−199−6.6%Reduced
Integrated Wealth Concepts LLC2,791$1.49M0.02%+251+9.9%Added
Graypoint LLC2,784$1.48M0.09%−51−1.8%Reduced
Synovus Financial Corp2,772$1.48M0.02%−40−1.4%Reduced
Fayez Sarofim & Co2,716$1.45M0.00%00.0%Unchanged
Cavalier Investments, LLC2,713$1.44M0.48%+96+3.7%Added
Redwood Investment Management, LLC2,703$1.44M0.14%−673−19.9%Reduced
Argyle Capital Partners, LLC2,685$1.43M1.23%+2,685New
Bleakley Financial Group, LLC2,670$1.42M0.04%−10.0%Reduced
HighPoint Advisor Group LLC2,683$1.42M0.08%+20+0.8%Added
Vinva Investment Management Ltd2,647$1.40M0.05%−1,261−32.3%Reduced
Heartland Bank & Trust Co2,607$1.39M0.75%−82−3.0%Reduced
44 Wealth Management LLC2,600$1.38M0.53%−129−4.7%Reduced
Gator Capital Management, LLC2,600$1.38M0.52%00.0%Unchanged
EP Wealth Advisors, LLC2,599$1.38M0.01%+436+20.2%Added
Pitcairn Co2,594$1.38M0.08%−232−8.2%Reduced
Smartleaf Asset Management LLC2,581$1.37M0.14%+1,103+74.6%Added
Brendel Financial Advisors LLC2,544$1.35M0.82%00.0%Unchanged
IPG Investment Advisors LLC2,542$1.35M0.31%+2,542New
HM Payson & Co2,533$1.35M0.02%−37−1.4%Reduced
Copperwynd Financial, LLC2,532$1.35M0.37%+80+3.3%Added
Meiji Yasuda Life Insurance Co2,529$1.35M0.03%+71+2.9%Added
Signaturefd, LLC2,483$1.32M0.03%+12+0.5%Added
Vectors Research Management, LLC2,480$1.32M0.45%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.2,473$1.32M0.05%−35−1.4%Reduced
Beacon Pointe Advisors, LLC2,463$1.31M0.01%−824−25.1%Reduced
Old North State Trust, LLC2,455$1.31M0.83%+86+3.6%Added
Eqis Capital Management, Inc.2,428$1.29M0.11%−99−3.9%Reduced
Avantax Advisory Services, Inc.2,421$1.29M0.01%+139+6.1%Added
Highland Capital Management, LLC2,416$1.29M0.07%+2,416New
Harvest Fund Management Co., Ltd2,406$1.28M0.06%+2,375+7,661.3%Added
AXS Investments LLC2,402$1.28M0.36%−504−17.3%Reduced
EPG Wealth Management LLC2,399$1.28M0.34%−88−3.5%Reduced
Lebenthal Global Advisors, LLC2,399$1.28M0.23%+224+10.3%Added
Qtron Investments LLC2,383$1.27M0.18%−811−25.4%Reduced
Lake Street Advisors Group, LLC2,368$1.26M0.06%−56−2.3%Reduced
Credit Industriel Et Commercial2,324$1.24M0.33%+2,324New
V-Square Quantitative Management LLC2,276$1.21M0.17%+105+4.8%Added
Ballentine Partners, LLC2,261$1.20M0.02%+55+2.5%Added
Skba Capital Management LLC2,245$1.20M0.19%−200−8.2%Reduced
XTX Topco Ltd2,241$1.19M0.10%+2,241New
Personal Cfo Solutions, LLC2,238$1.19M0.23%−510−18.6%Reduced
Virtus ETF Advisers LLC2,237$1.19M0.49%+223+11.1%Added
Stephens Inc2,189$1.17M0.02%+44+2.1%Added