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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 2,186 | $1.16M | 0.10% | +5+0.2% | Added |
| Kinneret Advisory, LLC | 2,181 | $1.16M | 0.11% | −101−4.4% | Reduced |
| Vishria Bird Financial Group, LLC | 2,174 | $1.16M | 0.41% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,163 | $1.15M | 0.02% | −1,577−42.2% | Reduced |
| Gratus Wealth Advisors, LLC | 2,163 | $1.15M | 0.18% | −14−0.6% | Reduced |
| Pettee Investors, Inc. | 2,150 | $1.14M | 0.58% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 8,271 | $1.12M | 0.37% | −439−5.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $1.12M | 0.28% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,086 | $1.11M | 0.08% | +38+1.9% | Added |
| Wealthspire Advisors, LLC | 2,078 | $1.11M | 0.01% | +718+52.8% | Added |
| Natixis | 2,077 | $1.11M | 0.01% | −39,758−95.0% | Reduced |
| Gateway Investment Advisers LLC | 2,071 | $1.10M | 0.01% | −42−2.0% | Reduced |
| Basepoint Wealth LLC | 2,068 | $1.10M | 0.88% | +10.0% | Added |
| Advisors Asset Management, Inc. | 2,054 | $1.09M | 0.02% | +166+8.8% | Added |
| RFG Advisory, LLC | 2,051 | $1.09M | 0.03% | −53−2.5% | Reduced |
| Ci Investments Inc. | 2,043 | $1.09M | 0.00% | +137+7.2% | Added |
| Fielder Capital Group LLC | 2,043 | $1.09M | 0.34% | −3−0.1% | Reduced |
| Citizens Financial Group Inc | 2,024 | $1.08M | 0.02% | +159+8.5% | Added |
| Round Rock Advisors, LLC | 2,020 | $1.08M | 0.22% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 2,015 | $1.07M | 0.15% | −8−0.4% | Reduced |
| National Asset Management, Inc. | 2,014 | $1.07M | 0.04% | −493−19.7% | Reduced |
| Chase Investment Counsel Corp | 2,000 | $1.06M | 0.34% | −1,400−41.2% | Reduced |
| Adapt Wealth Advisors, LLC | 1,995 | $1.06M | 0.52% | +60+3.1% | Added |
| Snowden Capital Advisors LLC | 1,979 | $1.05M | 0.03% | +210+11.9% | Added |
| Acadian Asset Management LLC | 1,978 | $1.05M | 0.00% | −3,900−66.3% | Reduced |
| US Asset Management LLC | 1,967 | $1.05M | 0.94% | −47−2.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,962 | $1.04M | 0.02% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,955 | $1.04M | 0.34% | +84+4.5% | Added |
| Petrus Trust Company, LTA | 1,930 | $1.03M | 0.10% | +1,163+151.6% | Added |
| Evergreen Capital Management LLC | 1,921 | $1.02M | 0.03% | +3+0.2% | Added |
| First Commonwealth Financial Corp | 1,911 | $1.02M | 0.24% | +69+3.7% | Added |
| First Citizens Bank & Trust Co | 1,898 | $1.01M | 0.02% | +350+22.6% | Added |
| Insigneo Advisory Services, LLC | 1,892 | $1.01M | 0.10% | −2−0.1% | Reduced |
| Gotham Asset Management, LLC | 1,884 | $1.00M | 0.01% | +180+10.6% | Added |
| Burling Wealth Partners, LLC | 1,881 | $1.00M | 0.20% | +1,881 | New |
| Groupama Asset Managment | 1,877 | $995.8K | 0.02% | −2,973−61.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,865 | $993.0K | 0.06% | +1,865 | New |
| Stonegate Investment Group, LLC | 1,860 | $990.2K | 0.03% | +9+0.5% | Added |
| Banco Santander, S.A. | 1,856 | $988.2K | 0.01% | +1,856 | New |
| iA Global Asset Management Inc. | 1,853 | $987.0K | 0.02% | −1,826−49.6% | Reduced |
| Capstone Investment Advisors, LLC | 1,849 | $984.5K | 0.01% | +272+17.2% | Added |
| Quent Capital, LLC | 1,841 | $980.4K | 0.10% | −5−0.3% | Reduced |
| Dodge & Cox | 1,827 | $972.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,826 | $972.6K | 0.03% | −12−0.7% | Reduced |
| Mather Group, LLC. | 1,823 | $970.4K | 0.01% | −126−6.5% | Reduced |
| Prudential PLC | 1,817 | $967.4K | 0.00% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,800 | $958.4K | 0.05% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,794 | $955.2K | 0.71% | +1,794 | New |
| Entropy Technologies, LP | 1,794 | $955.2K | 0.10% | +1,794 | New |
| Frank, Rimerman Advisors LLC | 1,789 | $952.5K | 0.07% | +84+4.9% | Added |
| Howard Capital Management Group, LLC | 1,787 | $951.5K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,778 | $946.4K | 0.01% | +691+63.6% | Added |
| Merit Financial Group, LLC | 1,772 | $943.4K | 0.02% | +1,772 | New |
| Assetmark, Inc | 1,766 | $940.1K | 0.00% | +40+2.3% | Added |
| Boston Financial Mangement LLC | 1,761 | $937.6K | 0.03% | +143+8.8% | Added |
| Legacy Trust | 1,752 | $932.8K | 0.22% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 1,751 | $932.0K | 0.07% | −161−8.4% | Reduced |
| Ritholtz Wealth Management | 1,739 | $925.7K | 0.03% | −225−11.5% | Reduced |
| Edgestream Partners, L.P. | 1,735 | $923.8K | 0.04% | −8,452−83.0% | Reduced |
| Smithfield Trust Co | 1,728 | $921.0K | 0.05% | −1−0.1% | Reduced |
| Quantbot Technologies LP | 1,725 | $918.4K | 0.03% | +1,725 | New |
| Syon Capital LLC | 1,718 | $914.9K | 0.08% | −100−5.5% | Reduced |
| AE Wealth Management LLC | 1,714 | $912.5K | 0.01% | +362+26.8% | Added |
| Mattson Financial Services, LLC | 1,910 | $897.3K | 0.29% | −912−32.3% | Reduced |
| Spinnaker Trust | 1,685 | $897.1K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 1,677 | $892.9K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,674 | $891.5K | 0.00% | +327+24.3% | Added |
| Legacy Capital Group California, Inc. | 1,674 | $891.3K | 0.27% | −682−28.9% | Reduced |
| Fort Point Capital Partners LLC | 1,671 | $889.7K | 0.10% | +98+6.2% | Added |
| TigerOak Management, L.L.C. | 1,658 | $882.8K | 0.32% | +1,658 | New |
| Guinness Asset Management LTD | 1,648 | $877.4K | 0.02% | +598+57.0% | Added |
| Cary Street Partners Financial LLC | 1,645 | $875.8K | 0.03% | +1,645 | New |
| Buckingham Strategic Partners | 1,637 | $871.7K | 0.01% | +866+112.3% | Added |
| Wellington Management Group LLP | 1,627 | $866.3K | 0.00% | +261+19.1% | Added |
| Pensionmark Financial Group, LLC | 1,627 | $866.0K | 0.02% | +225+16.0% | Added |
| Ancora Advisors, LLC | 1,619 | $862.1K | 0.02% | +16+1.0% | Added |
| Searle & Co. | 1,615 | $860.0K | 0.25% | −95−5.6% | Reduced |
| Pennsylvania Capital Management Inc | 1,610 | $857.2K | 0.29% | +3+0.2% | Added |
| J. W. Coons Advisors, LLC | 1,609 | $856.7K | 0.22% | −30−1.8% | Reduced |
| Eagle Global Advisors LLC | 1,600 | $851.9K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,602 | $850.6K | 0.02% | +22+1.4% | Added |
| Parkshore Wealth Management, Inc. | 1,596 | $849.8K | 0.51% | +1,596 | New |
| Scotia Capital Inc. | 1,585 | $843.9K | 0.00% | +1,149+263.5% | Added |
| Ibex Wealth Advisors | 1,565 | $833.4K | 0.10% | −36,688−95.9% | Reduced |
| LRT Capital Management, LLC | 1,562 | $831.7K | 0.65% | +1,562 | New |
| Brown Brothers Harriman & Co | 1,554 | $827.4K | 0.01% | +127+8.9% | Added |
| Norden Group LLC | 1,552 | $826.5K | 0.09% | −5−0.3% | Reduced |
| Polymer Capital Management (US) LLC | 1,550 | $825.3K | 0.26% | +1,550 | New |
| LMR Partners LLP | 1,545 | $822.6K | 0.01% | +1,545 | New |
| Berkshire Asset Management LLC | 1,457 | $821.1K | 0.04% | −64−4.2% | Reduced |
| Everence Capital Management Inc | 1,540 | $820.0K | 0.05% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,536 | $817.8K | 0.50% | +45+3.0% | Added |
| Jain Global LLC | 1,533 | $816.2K | 0.02% | +1,533 | New |
| WealthTrust Asset Management, LLC | 1,532 | $815.7K | 0.59% | +1,532 | New |
| Stokes Capital Advisors, LLC | 1,507 | $802.4K | 0.21% | −5−0.3% | Reduced |
| Profund Advisors LLC | 1,499 | $798.1K | 0.03% | −52−3.4% | Reduced |
| Coastal Bridge Advisors, LLC | 1,497 | $797.1K | 0.20% | +2+0.1% | Added |
| Rathbone Brothers plc | 1,496 | $796.5K | 0.00% | −281−15.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,889 | $793.0K | 0.14% | +3,982+137.0% | Added |
| WBI Investments | 1,488 | $792.3K | 0.20% | +1,488 | New |