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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 1,484 | $790.3K | 0.01% | +21+1.4% | Added |
| Warren Averett Asset Management, LLC | 1,480 | $788.0K | 0.01% | +341+29.9% | Added |
| Belpointe Asset Management LLC | 1,750 | $786.9K | 0.05% | −405−18.8% | Reduced |
| Grimes & Company, Inc. | 1,477 | $786.3K | 0.02% | −184−11.1% | Reduced |
| Graham Capital Management, L.P. | 1,455 | $774.7K | 0.02% | +1,455 | New |
| Sage Mountain Advisors LLC | 1,444 | $768.6K | 0.06% | −413−22.2% | Reduced |
| MUFG Securities Americas Inc. | 1,432 | $762.4K | 0.10% | +1,432 | New |
| St Germain D J Co Inc | 1,427 | $759.8K | 0.03% | +335+30.7% | Added |
| Transcend Wealth Collective, LLC | 1,425 | $758.6K | 0.05% | −255−15.2% | Reduced |
| Stratos Wealth Partners, LTD. | 1,419 | $755.8K | 0.01% | +191+15.6% | Added |
| Accel Wealth Management | 1,415 | $753.6K | 0.29% | −273−16.2% | Reduced |
| West Coast Financial LLC | 1,409 | $750.2K | 0.08% | −7−0.5% | Reduced |
| Mission Wealth Management, LP | 1,407 | $749.4K | 0.02% | −3−0.2% | Reduced |
| Lyell Wealth Management, LP | 1,404 | $747.5K | 0.07% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,402 | $746.7K | 0.06% | −49−3.4% | Reduced |
| 1776 Wealth LLC | 1,396 | $743.3K | 0.34% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,395 | $743.0K | 0.04% | −105−7.0% | Reduced |
| Eastern Bank | 1,395 | $742.7K | 0.01% | −4−0.3% | Reduced |
| Wedbush Securities Inc | 1,387 | $738.0K | 0.03% | −28−2.0% | Reduced |
| Crewe Advisors LLC | 1,376 | $732.6K | 0.10% | −34−2.4% | Reduced |
| Pacific Capital Partners Ltd | 1,372 | $730.5K | 0.43% | −626−31.3% | Reduced |
| Pointe Capital Management LLC | 1,372 | $730.5K | 0.42% | −40−2.8% | Reduced |
| Charter Oak Capital Management, LLC | 1,368 | $728.6K | 0.07% | −25−1.8% | Reduced |
| Quantessence Capital LLC | 1,362 | $725.2K | 0.30% | +1,362 | New |
| Old Port Advisors | 1,360 | $724.2K | 0.21% | +9+0.7% | Added |
| Pinnacle Associates Ltd | 1,353 | $720.3K | 0.01% | +209+18.3% | Added |
| Catalyst Financial Partners LLC | 1,340 | $713.5K | 0.13% | +4+0.3% | Added |
| Insight Advisors, LLC | 1,340 | $710.9K | 0.12% | −29−2.1% | Reduced |
| Northcape Wealth Management, LLC | 1,317 | $701.2K | 0.23% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,303 | $698.2K | 0.30% | −222−14.6% | Reduced |
| Arlington Trust Co LLC | 1,302 | $693.2K | 0.15% | 00.0% | Unchanged |
| Gabelli Funds LLC | 1,300 | $692.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,296 | $690.0K | 0.07% | −315−19.6% | Reduced |
| Premier Path Wealth Partners, LLC | 1,293 | $688.4K | 0.10% | +12+0.9% | Added |
| Everpar Advisors LLC | 1,286 | $684.7K | 0.35% | +23+1.8% | Added |
| Inceptionr LLC | 1,279 | $681.0K | 0.15% | −561−30.5% | Reduced |
| Arkadios Wealth Advisors | 1,273 | $678.0K | 0.04% | +6+0.5% | Added |
| Aster Capital Management (DIFC) Ltd | 1,272 | $677.3K | 0.26% | +1,272 | New |
| Becker Capital Management Inc | 1,270 | $676.2K | 0.02% | −25−1.9% | Reduced |
| Ontario Teachers Pension Plan Board | 1,267 | $674.6K | 0.01% | −588−31.7% | Reduced |
| Focus Financial Network, Inc. | 1,258 | $669.7K | 0.03% | +28+2.3% | Added |
| Perritt Capital Management Inc | 1,250 | $665.9K | 0.35% | −5−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 1,249 | $665.0K | 0.01% | +405+48.0% | Added |
| Modera Wealth Management, LLC | 1,245 | $662.9K | 0.01% | +40+3.3% | Added |
| Evergreen Wealth Solutions, LLC | 1,244 | $662.2K | 0.46% | −294−19.1% | Reduced |
| Larson Financial Group LLC | 1,244 | $662.2K | 0.03% | −85−6.4% | Reduced |
| Legacy Advisors, LLC | 1,238 | $659.1K | 0.06% | −555−31.0% | Reduced |
| Panagora Asset Management Inc | 1,238 | $659.1K | 0.00% | +15+1.2% | Added |
| Green Harvest Asset Management LLC | 1,233 | $656.5K | 0.01% | +17+1.4% | Added |
| Trust Asset Management LLC | 1,230 | $654.9K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,220 | $649.6K | 0.11% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,213 | $645.8K | 0.19% | +9+0.7% | Added |
| Renasant Bank | 1,211 | $644.8K | 0.42% | +138+12.9% | Added |
| FFT Wealth Management LLC | 1,201 | $639.6K | 0.05% | +6+0.5% | Added |
| Weil Company, Inc. | 1,200 | $638.9K | 0.22% | 00.0% | Unchanged |
| CSS LLC | 1,190 | $633.6K | 0.04% | −660−35.7% | Reduced |
| Balyasny Asset Management LLC | 1,189 | $633.1K | 0.00% | +1,189 | New |
| Twin Capital Management Inc | 1,182 | $629.3K | 0.07% | −11−0.9% | Reduced |
| Benjamin Edwards Inc | 1,179 | $628.0K | 0.01% | +8+0.7% | Added |
| Quantum Financial Advisors, LLC | 1,180 | $628.0K | 0.10% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,179 | $627.5K | 0.04% | −149−11.2% | Reduced |
| Enzi Wealth | 1,113 | $625.0K | 0.24% | +1+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 1,170 | $623.0K | 0.10% | +1,170 | New |
| Wesbanco Bank Inc | 1,169 | $622.4K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,154 | $614.4K | 0.04% | +7+0.6% | Added |
| Fire Capital Management LLC | 1,150 | $612.3K | 0.46% | +1,150 | New |
| CenterBook Partners LP | 1,143 | $608.6K | 0.04% | +140+14.0% | Added |
| Arthur M. Cohen & Associates, LLC | 1,140 | $607.0K | 0.11% | +35+3.2% | Added |
| Invesco, LLC | 1,136 | $604.8K | 0.24% | −14−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 1,131 | $602.2K | 0.02% | +2+0.2% | Added |
| Checchi Capital Advisers, LLC | 1,128 | $600.6K | 0.04% | −152−11.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,126 | $599.5K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,125 | $599.0K | 0.13% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 1,125 | $598.9K | 0.55% | +1,125 | New |
| Beacon Financial Group | 1,123 | $598.0K | 0.06% | −37−3.2% | Reduced |
| Pinnacle Financial Partners Inc | 1,116 | $594.2K | 0.01% | +32+3.0% | Added |
| Frederick Financial Consultants, LLC | 1,115 | $593.9K | 0.47% | +1,115 | New |
| Dakota Community Bank & Trust NA | 1,109 | $590.5K | 2.81% | −6−0.5% | Reduced |
| Independence Bank of Kentucky | 1,106 | $588.9K | 0.09% | −2−0.2% | Reduced |
| Segment Wealth Management, LLC | 1,101 | $586.2K | 0.04% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,093 | $581.9K | 0.06% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,091 | $581.0K | 0.44% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,084 | $577.7K | 0.01% | +85+8.5% | Added |
| McRae Capital Management Inc | 1,085 | $577.7K | 0.11% | 00.0% | Unchanged |
| Aries Wealth Management | 1,082 | $576.1K | 0.16% | −300−21.7% | Reduced |
| Loomis Sayles & Co L P | 1,082 | $576.0K | 0.00% | 00.0% | Unchanged |
| B&L Asset Management LLC | 1,080 | $575.0K | 0.36% | 00.0% | Unchanged |
| Invst, LLC | 1,073 | $571.3K | 0.07% | +1+0.1% | Added |
| Evercore Wealth Management, LLC | 1,065 | $567.0K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,065 | $567.0K | 0.01% | +324+43.7% | Added |
| Burt Wealth Advisors | 1,061 | $564.9K | 0.14% | −50−4.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,068 | $562.6K | 0.20% | +11+1.0% | Added |
| Simplicity Wealth,LLC | 1,053 | $560.6K | 0.12% | +176+20.1% | Added |
| Unique Wealth Strategies, LLC | 1,053 | $560.6K | 0.25% | +1,053 | New |
| Cetera Trust Company, N.A | 1,050 | $559.1K | 0.36% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,042 | $554.8K | 0.15% | +48+4.8% | Added |
| Van Strum & Towne Inc. | 1,040 | $553.7K | 0.19% | +40+4.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,035 | $551.1K | 0.01% | +204+24.5% | Added |
| EverSource Wealth Advisors, LLC | 1,032 | $549.4K | 0.03% | +13+1.3% | Added |
| Everett Harris & Co | 1,031 | $548.9K | 0.01% | −41−3.8% | Reduced |