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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 1,026 | $546.3K | 0.04% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 1,021 | $543.3K | 0.37% | +38+3.9% | Added |
| Ransom Advisory, Ltd | 1,020 | $543.1K | 0.25% | −18−1.7% | Reduced |
| Sterling Wealth Management, Inc. | 1,020 | $543.1K | 0.20% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 1,014 | $539.7K | 0.01% | +1,014 | New |
| Cigna Investments Inc | 1,010 | $538.0K | 0.09% | −34−3.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,005 | $535.2K | 0.13% | −17−1.7% | Reduced |
| Gladstone Institutional Advisory LLC | 1,005 | $535.1K | 0.02% | −329−24.7% | Reduced |
| Advisor OS, LLC | 1,005 | $535.1K | 0.06% | +1,005 | New |
| Keel Point, LLC | 1,004 | $534.6K | 0.04% | +144+16.7% | Added |
| Founders Capital Management, LLC | 1,000 | $532.4K | 0.09% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,000 | $532.4K | 0.08% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $532.4K | 0.32% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 999 | $531.9K | 0.07% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 999 | $531.9K | 0.04% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 995 | $529.8K | 0.18% | +995 | New |
| Harbour Investments, Inc. | 993 | $528.8K | 0.02% | −13−1.3% | Reduced |
| MV Capital Management, Inc. | 991 | $527.6K | 0.06% | −1−0.1% | Reduced |
| Scientech Research LLC | 978 | $520.7K | 0.15% | +978 | New |
| Ocean Capital Management, LLC | 977 | $520.1K | 0.11% | +1+0.1% | Added |
| Johnson Financial Group, Inc. | 950 | $516.2K | 0.02% | −45−4.5% | Reduced |
| Rothschild Investment LLC | 966 | $514.3K | 0.03% | +3+0.3% | Added |
| ERn Financial, LLC | 964 | $513.4K | 0.08% | +9+0.9% | Added |
| Entruity Wealth, LLC | 960 | $511.1K | 0.51% | +960 | New |
| Hills Bank & Trust Co | 959 | $510.6K | 0.04% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 957 | $509.6K | 0.10% | +173+22.1% | Added |
| Colonial Trust Co | 957 | $509.5K | 0.08% | +81+9.2% | Added |
| Fundamentun, LLC | 955 | $508.6K | 0.03% | −172−15.3% | Reduced |
| Bailard, Inc. | 952 | $506.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 945 | $503.1K | 0.02% | −50−5.0% | Reduced |
| Plimoth Trust Co LLC | 943 | $502.1K | 0.13% | −2−0.2% | Reduced |
| HBK Sorce Advisory LLC | 942 | $501.6K | 0.02% | +84+9.8% | Added |
| Hickory Point Bank & Trust | 941 | $501.0K | 0.44% | +941 | New |
| Ignite Planners, LLC | 926 | $496.2K | 0.11% | +6+0.7% | Added |
| Daymark Wealth Partners, LLC | 930 | $495.0K | 0.02% | +10+1.1% | Added |
| R Squared Ltd | 920 | $489.8K | 0.48% | +920 | New |
| Drive Wealth Management, LLC | 916 | $487.5K | 0.12% | −1−0.1% | Reduced |
| Skopos Labs, Inc. | 915 | $487.2K | 0.15% | −18−1.9% | Reduced |
| Advisors Capital Management, LLC | 911 | $485.4K | 0.01% | +153+20.2% | Added |
| Journey Strategic Wealth LLC | 911 | $485.0K | 0.02% | +5+0.6% | Added |
| Beaton Management Co. Inc. | 910 | $485.0K | 0.25% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 911 | $484.9K | 0.02% | +86+10.4% | Added |
| Ronald Blue Trust, Inc. | 907 | $482.9K | 0.01% | −924−50.5% | Reduced |
| Cambridge Financial Group, LLC | 906 | $482.4K | 0.21% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 901 | $480.0K | 0.18% | 00.0% | Unchanged |
| Private Trust Co NA | 896 | $477.2K | 0.05% | +26+3.0% | Added |
| Ausdal Financial Partners, Inc. | 892 | $475.0K | 0.04% | +892 | New |
| Aaron Wealth Advisors | 892 | $474.9K | 0.06% | +73+8.9% | Added |
| Oliver Luxxe Assets LLC | 1,010 | $474.5K | 0.09% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 890 | $473.9K | 0.01% | −309−25.8% | Reduced |
| Rockland Trust Co | 889 | $473.3K | 0.02% | +2+0.2% | Added |
| Tradition Wealth Management, LLC | 886 | $471.8K | 0.04% | −11−1.2% | Reduced |
| Geller Advisors LLC | 876 | $466.4K | 0.03% | −2−0.2% | Reduced |
| First County Bank | 875 | $465.9K | 0.26% | −40−4.4% | Reduced |
| Park National Corp | 875 | $465.9K | 0.02% | +1+0.1% | Added |
| Farther Finance Advisors, LLC | 871 | $463.6K | 0.02% | −106−10.8% | Reduced |
| MJP Associates Inc | 868 | $462.2K | 0.08% | +868 | New |
| Hengehold Capital Management LLC | 863 | $459.5K | 0.04% | +25+3.0% | Added |
| Whittier Trust Co | 862 | $458.9K | 0.01% | +15+1.8% | Added |
| Modern Wealth Management, LLC | 848 | $451.7K | 0.02% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 848 | $451.5K | 0.07% | −68−7.4% | Reduced |
| Parkside Financial Bank & Trust | 848 | $451.5K | 0.06% | +3+0.4% | Added |
| Renaissance Group LLC | 846 | $450.4K | 0.02% | −10−1.2% | Reduced |
| Fort Washington Investment Advisors Inc | 843 | $448.8K | 0.00% | −128−13.2% | Reduced |
| Sendero Wealth Management, LLC | 840 | $447.2K | 0.07% | 00.0% | Unchanged |
| Park Place Capital Corp | 837 | $445.6K | 0.12% | −27−3.1% | Reduced |
| Ellevest, Inc. | 836 | $445.1K | 0.03% | −37−4.2% | Reduced |
| Change Path, LLC | 831 | $442.5K | 0.01% | −95−10.3% | Reduced |
| IFG Advisory, LLC | 830 | $442.0K | 0.03% | +830 | New |
| Great Waters Wealth Management | 819 | $435.9K | 0.06% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 814 | $433.5K | 0.01% | −42−4.9% | Reduced |
| New Wave Wealth Advisors LLC | 814 | $433.4K | 0.18% | +814 | New |
| Cairn Investment Group, Inc. | 814 | $433.0K | 0.25% | 00.0% | Unchanged |
| Grove Bank & Trust | 811 | $431.8K | 0.06% | +38+4.9% | Added |
| IHT Wealth Management, LLC | 809 | $430.6K | 0.01% | −238−22.7% | Reduced |
| Schulhoff & Co Inc | 800 | $425.9K | 0.19% | 00.0% | Unchanged |
| Alps Advisors Inc | 800 | $425.9K | 0.00% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 800 | $425.9K | 0.02% | +800 | New |
| Rainier Family Wealth Inc | 799 | $425.4K | 0.51% | +799 | New |
| Dakota Wealth Management | 798 | $424.9K | 0.01% | +21+2.7% | Added |
| Spahn Wealth & Retirement LLC | 795 | $423.3K | 0.28% | +795 | New |
| Capital Analysts, LLC | 795 | $423.0K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 794 | $422.7K | 0.02% | +6+0.8% | Added |
| Csenge Advisory Group | 794 | $422.7K | 0.02% | +39+5.2% | Added |
| Leavell Investment Management, Inc. | 793 | $422.2K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 796 | $422.1K | 0.04% | −122−13.3% | Reduced |
| Summit Global Investments | 792 | $422.0K | 0.03% | −465−37.0% | Reduced |
| Atomi Financial Group, Inc. | 789 | $420.1K | 0.02% | +125+18.8% | Added |
| Catalina Capital Group, LLC | 789 | $420.1K | 0.14% | +17+2.2% | Added |
| Busey Wealth Management | 785 | $418.0K | 0.01% | −100−11.3% | Reduced |
| First Nebraska Trust Co | 784 | $417.4K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 780 | $415.3K | 0.01% | −130−14.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 780 | $415.3K | 0.00% | +394+102.1% | Added |
| First Bank & Trust | 777 | $413.7K | 0.08% | −71−8.4% | Reduced |
| Brighton Jones LLC | 777 | $413.5K | 0.01% | +50+6.9% | Added |
| PDS Planning, Inc | 774 | $412.1K | 0.04% | −8−1.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 772 | $411.0K | 0.19% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 771 | $410.5K | 0.02% | −198−20.4% | Reduced |
| Carr Financial Group Corp | 770 | $410.0K | 0.13% | +65+9.2% | Added |
| Voya Financial Advisors, Inc. | 770 | $408.3K | 0.04% | −39−4.8% | Reduced |