Skip to main content
Livermore
Livermore
ZHEN

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.

Q1 2025 vs. Q4 2024

How the institutions holding Ameriprise Financial Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of AMP: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders1,391231,369+1
Shares83.0M1.41M83.1M+1.56M (+1.9%)
Value$44.2B$752.3M$40.2B−$3.21B (−7.4%)

23 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (112)

Institutions that held Ameriprise Financial Inc at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 112 by value.

Institutions new to AMP in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC969,478$469.3M0.15%
Woodline Partners LP73,531$35.6M0.23%
CBOE Vest Financial, LLC58,131$28.1M0.44%
Virginia Retirement Systems Et Al51,928$25.1M0.19%
OP Asset Management Ltd10,497$5.08M0.09%
Magnetar Financial LLC9,661$4.68M0.06%
Rakuten Investment Management, Inc.8,815$4.25M0.02%
ASR Vermogensbeheer N.V.7,506$3.63M0.05%
Patton Fund Management, Inc.7,130$3.45M0.84%
Oak Thistle LLC6,394$3.10M0.62%
Connor, Clark & Lunn Investment Management Ltd.6,028$2.92M0.01%
Element Capital Management LLC5,400$2.61M0.65%
Dark Forest Capital Management LP4,833$2.34M0.11%
AG2R la Mondiale Gestion D'Actifs3,712$1.89M0.10%
Virtu Financial LLC3,130$1.51M0.08%
Wright Investors Service Inc3,021$1.46M0.48%
Boothbay Fund Management, LLC2,723$1.32M0.05%
Virtus Investment Advisers, Inc.2,486$1.20M0.33%
Farringdon Capital, Ltd.2,425$1.17M0.59%
Banque Cantonale Vaudoise2,220$1.07M0.05%
Harbor Capital Advisors, Inc.1,995$966.0K0.04%
LM Advisors LLC1,836$889.0K0.16%
AlphaCore Capital LLC1,773$858.5K0.07%
Pallas Capital Advisors LLC1,492$722.3K0.03%
Private Wealth Asset Management, LLC1,478$715.5K0.10%
Elyxium Wealth, LLC1,407$681.2K0.30%
Brevan Howard Capital Management LP1,392$673.9K0.02%
Abundance Wealth Counselors1,327$642.0K0.13%
Aigen Investment Management, LP1,301$629.8K0.10%
Fox Run Management, L.L.C.1,251$605.6K0.09%
Sowell Financial Services LLC1,236$598.4K0.03%
Grantham, Mayo, Van Otterloo & Co. LLC1,200$580.9K0.00%
Twin Tree Management, LP1,174$568.3K0.01%
EntryPoint Capital, LLC1,172$567.4K0.26%
Ellenbecker Investment Group1,128$546.5K0.10%
Fullerton Fund Management Co Ltd.1,127$545.6K0.04%
Flagship Harbor Advisors, LLC1,029$498.2K0.03%
3Chopt Investment Partners, LLC932$451.2K0.12%
Genus Capital Management Inc.925$447.8K0.06%
Bridgewater Advisors Inc.940$443.6K0.04%
Garda Capital Partners LP888$429.9K0.24%
Advisor Resource Council824$399.0K0.03%
SCS Capital Management LLC821$397.2K0.01%
CenterStar Asset Management, LLC817$395.7K0.57%
Axq Capital, LP814$394.1K0.16%
WealthPLAN Partners, LLC800$387.3K0.05%
Qsemble Capital Management, LP797$385.8K0.04%
Ascent Group, LLC766$370.8K0.02%
Northeast Financial Group, Inc.761$368.4K0.14%
Freestone Grove Partners LP749$362.6K0.00%
Hudson Bay Capital Management LP690$334.0K0.00%
MBB Public Markets I LLC641$310.3K0.04%
OneAscent Investment Solutions LLC617$299.0K0.35%
Brookwood Investment Group LLC598$289.6K0.05%
Accredited Investors Inc.568$275.0K0.02%
Texas Capital Bank Wealth Management Services Inc555$268.7K0.03%
Wolf Group Capital Advisors552$267.2K0.09%
Advisory Alpha, LLC548$265.3K0.01%
Catalyst Funds Management Pty Ltd540$261.4K0.07%
Alta Advisers Ltd516$249.8K0.11%
Sivia Capital Partners, LLC512$247.9K0.12%
Clear Creek Financial Management, LLC489$236.7K0.02%
Bahl & Gaynor Inc487$235.8K0.00%
Revisor Wealth Management LLC486$235.3K0.10%
ORG Wealth Partners, LLC481$235.2K0.07%
Chicago Capital, LLC478$231.4K0.01%
Okabena Investment Services Inc477$230.9K0.06%
Maridea Wealth Management LLC473$229.0K0.07%
Kaufman Rossin Wealth, LLC437$211.6K0.15%
Pictet & Cie (Europe) SA433$209.6K0.01%
Rappaport Reiches Capital Management, LLC431$208.7K0.05%
Keebeck Alpha, LP429$207.7K0.24%
AssuredPartners Investment Advisors, LLC428$207.1K0.04%
Semus Wealth Partners LLC418$202.3K0.14%
Lansing Street Advisors416$201.4K0.07%
Delta Financial Group, Inc.395$201.0K0.05%
North Capital, Inc.360$174.3K0.16%
S-Bank Fund Management Ltd262$126.8K0.02%
Kiker Wealth Management, LLC256$123.9K0.08%
Cohen & Steers, Inc.250$121.0K0.00%
Wayfinding Financial, LLC249$120.0K0.05%
Alpine Bank Wealth Management156$75.5K0.01%
Zions Bancorporation, National Association100$48.4K0.00%
Opal Wealth Advisors, LLC74$35.8K0.01%
Leonteq Securities AG65$31.5K0.00%
Wealth Preservation Advisors, LLC60$29.0K0.02%
Bank Julius Baer & Co. Ltd, Zurich55$26.6K0.00%
TruNorth Capital Management, LLC50$24.2K0.01%
Saudi Central Bank38$18.4K0.10%
Cheviot Value Management, LLC33$15.9K0.00%
Ogorek Anthony Joseph31$15.0K0.00%
Investors Research Corp30$14.5K0.00%
Costello Asset Management, INC24$11.8K0.00%
City Holding Co24$11.6K0.00%
Flaharty Asset Management, LLC21$10.2K0.00%
Legacy Wealth Managment, LLC18$8.85K0.01%
CBIZ Investment Advisory Services, LLC12$5.81K0.00%
Dogwood Wealth Management LLC7$3.39K0.00%
Hughes Financial Services, LLC6$2.93K0.00%
Garde Capital, Inc.5$2.42K0.00%

Sold out (111)

Institutions that held Ameriprise Financial Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Showing the largest 100 of 111 by value.

Institutions that sold out of AMP in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Tudor Investment Corp Et Al57,146$30.4M
Lombard Odier Asset Management (Europe) Ltd13,000$6.92M
Elo Mutual Pension Insurance Co10,411$5.54M
Fred Alger Management, LLC6,977$3.71M
Estate Counselors, LLC6,705$3.57M
First Hawaiian Bank6,276$3.34M
Weiss Asset Management LP4,922$2.62M
Lecap Asset Management Ltd4,042$2.15M
ExodusPoint Capital Management, LP3,782$2.01M
K.J. Harrison & Partners Inc3,000$1.59M
Bleakley Financial Group, LLC2,670$1.42M
Heartland Bank & Trust Co2,607$1.39M
IPG Investment Advisors LLC2,542$1.35M
Meiji Yasuda Life Insurance Co2,529$1.35M
Credit Industriel Et Commercial2,324$1.24M
Virtus ETF Advisers LLC2,237$1.19M
Acadian Asset Management LLC1,978$1.05M
Canada Post Corp Registered Pension Plan1,865$993.0K
Capstone Investment Advisors, LLC1,849$984.5K
Angeles Investment Advisors, LLC1,800$958.4K
ISAM Funds (UK) Ltd1,794$955.2K
Entropy Technologies, LP1,794$955.2K
Mattson Financial Services, LLC1,910$897.3K
Wellington Management Group LLP1,627$866.3K
Ibex Wealth Advisors1,565$833.4K
Polymer Capital Management (US) LLC1,550$825.3K
Jain Global LLC1,533$816.2K
Pacific Capital Partners Ltd1,372$730.5K
Quantessence Capital LLC1,362$725.2K
New Century Financial Group, LLC1,303$698.2K
Aster Capital Management (DIFC) Ltd1,272$677.3K
FFT Wealth Management LLC1,201$639.6K
Balyasny Asset Management LLC1,189$633.1K
Invst, LLC1,073$571.3K
Armstrong, Fleming & Moore, Inc1,000$532.4K
Scientech Research LLC978$520.7K
R Squared Ltd920$489.8K
Alps Advisors Inc800$425.9K
Waldron Private Wealth LLC794$422.7K
Summit Global Investments792$422.0K
Catalina Capital Group, LLC789$420.1K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main780$415.3K
Optimize Financial Inc742$395.1K
First National Trust Co717$381.8K
Valtinson Bruner Financial Planning LLC708$377.0K
Peapack Gladstone Financial Corp702$374.0K
Walleye Trading LLC679$361.5K
Proequities, Inc.643$361.1K
Trustmark National Bank Trust Department653$347.7K
American Trust610$324.8K
Authentikos Wealth Advisory, LLC600$319.5K
Gallacher Capital Management LLC585$311.3K
Family Wealth Group, LLC576$306.6K
DRW Securities, LLC545$290.2K
Baldwin Brothers Inc520$276.9K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC501$266.8K
ORG Partners LLC481$256.2K
AlTi Global, Inc.460$245.0K
Croban438$233.2K
Intrua Financial, LLC431$229.6K
Orrstown Financial Services Inc430$228.9K
Longboard Asset Management, LP430$228.9K
Quadrant Private Wealth Management, LLC426$226.8K
Convergence Investment Partners, LLC425$226.4K
Bridgefront Capital, LLC416$221.5K
Capital Investment Advisors, LLC412$219.2K
Twelve Points Wealth Management LLC409$217.8K
Aviso Wealth Management408$217.2K
Amplius Wealth Advisors, LLC406$216.2K
Whalerock Point Partners, LLC402$214.0K
Roehl & Yi Investment Advisors, LLC401$213.5K
D. E. Shaw & Co., Inc.400$213.0K
Alpine Woods Capital Investors, LLC400$213.0K
E&G Advisors, LP400$213.0K
Mengis Capital Management, Inc.400$213.0K
White Lighthouse Investment Management Inc.400$213.0K
Annex Advisory Services, LLC398$211.9K
Blue Barn Wealth, LLC398$211.9K
Navellier & Associates Inc394$209.8K
Morningstar Investment Management LLC393$209.0K
Means Investment Co., Inc.389$207.0K
Aberdeen Wealth Management LLC386$205.5K
Cable Hill Partners, LLC385$205.0K
Cobblestone Capital Advisors LLC383$203.9K
Allegheny Financial Group LTD376$200.6K
Stance Capital LLC336$178.9K
CoreFirst Bank & Trust317$168.8K
Lee Danner & Bass Inc271$144.3K
Mendota Financial Group, LLC232$123.5K
Venturi Wealth Management, LLC196$104.4K
Kapitalo Investimentos Ltda193$102.8K
Oarsman Capital, Inc.137$72.9K
Pacific Capital Wealth Advisors, Inc135$71.9K
Friedenthal Financial108$57.5K
Wingate Wealth Advisors, Inc.56$29.8K
UMA Financial Services, Inc.51$27.2K
Mizuho Bank, Ltd.50$26.6K
University of Texas/Texas Am Investment Managment Co48$25.6K
Financial Life Planners40$21.2K
FWL Investment Management, LLC30$16.0K

Not filed for Q1 2025 yet (23)

Institutions that held Ameriprise Financial Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AMP in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC1,136,220$605.0M
Swedbank AB247,354$131.7M
Hilltop National Bank5,047$2.69M
Vise Technologies, Inc.4,342$2.31M
Global Retirement Partners, LLC3,748$2.00M
Wetherby Asset Management Inc3,705$1.97M
Lake Street Advisors Group, LLC2,368$1.26M
TrinityPoint Wealth, LLC2,015$1.07M
Boston Financial Mangement LLC1,761$937.6K
Kolinsky Wealth Management, LLC1,536$817.8K
Sterling Wealth Management, Inc.1,020$543.1K
Geller Advisors LLC876$466.4K
Edge Capital Group, LLC642$341.8K
HTLF Bank561$298.7K
Carlson Capital Management530$282.2K
Dechtman Wealth Management, LLC478$254.6K
Passumpsic Savings Bank450$239.6K
WR Wealth Planners, LLC146$77.7K
Wintrust Investments LLC82$44.0K
Cassady Schiller Wealth Management, LLC45$24.0K
Zions Bancorporation, N.A.27$14.4K
Sugarloaf Wealth Management, LLC21$11.2K
Sanctuary Wealth Management, L.L.C.8$4.26K