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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, Q1 2025

Institutional positions in Ameriprise Financial Inc as of Mar 31, 2025. 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
1,369
0 vs. Q4 2024
Shares held
83.1M
+1.55M (+1.9%) vs. Q4 2024
Total value
$40.2B
−$3.21B (−7.4%) vs. Q4 2024
New holders
112
494 more added
Sold out
112
485 more reduced

23 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 1,369 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 heldQ1 2025: $40.2B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2024.

Institutions holding AMP in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd138$1800.00%+17+14.0%Added
Private Wealth Management Group, LLC1$4850.00%00.0%Unchanged
Redwood Park Advisors LLC1$4850.00%00.0%Unchanged
Wood Tarver Financial Group, LLC1$4850.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC1$4850.00%+1New
Quest 10 Wealth Builders, Inc.1$6870.00%+1New
NVWM, LLC2$9680.00%00.0%Unchanged
Ruedi Wealth Management, Inc.2$9680.00%00.0%Unchanged
Chesapeake Asset Management LLC2$9680.00%+1+100.0%Added
Perkins Coie Trust Co2$9680.00%+2New
Greenline Partners, LLC2$9680.00%+2New
Bare Financial Services, Inc2$9680.00%+2New
ROSS\JOHNSON & Associates LLC2$9680.02%+2New
Riggs Asset Managment Co. Inc.2$9690.00%00.0%Unchanged
American Capital Advisory, LLC2$9690.00%+2New
HFM Investment Advisors, LLC2$9690.00%+2New
Mowery & Schoenfeld Wealth Management, LLC2$9720.00%00.0%Unchanged
Winnow Wealth LLC3$1.45K0.00%+1+50.0%Added
Core Alternative Capital3$1.45K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton3$1.45K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC3$1.45K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.3$1.45K0.00%00.0%Unchanged
BankPlus Trust Department3$1.45K0.00%00.0%Unchanged
WestEnd Advisors, LLC3$1.45K0.00%+1+50.0%Added
Bay Harbor Wealth Management, LLC3$1.45K0.00%+3New
True Wealth Design, LLC3$1.45K0.00%−6−66.7%Reduced
Addison Advisors LLC3$1.45K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$1.89K0.00%+2+100.0%Added
Aspect Partners, LLC4$1.94K0.00%−1−20.0%Reduced
Cape Investment Advisory, Inc.4$1.94K0.00%00.0%Unchanged
DAGCO, Inc.4$1.94K0.00%+4New
HHM Wealth Advisors, LLC4$1.94K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.484$2.00K0.00%+484New
Activest Wealth Management5$2.42K0.00%+5New
Garde Capital, Inc.5$2.42K0.00%+5New
Winch Advisory Services, LLC5$2.45K0.00%00.0%Unchanged
WealthTrak Capital Management LLC6$2.90K0.00%−1−14.3%Reduced
Accredited Wealth Management, LLC6$2.90K0.00%00.0%Unchanged
Clark Wealth Partners6$2.90K0.00%00.0%Unchanged
Hughes Financial Services, LLC6$2.93K0.00%+6New
Union Savings Bank7$3.39K0.00%00.0%Unchanged
Dogwood Wealth Management LLC7$3.39K0.00%+7New
Noble Wealth Management PBC8$3.87K0.00%00.0%Unchanged
Bogart Wealth, LLC8$3.87K0.00%+5+166.7%Added
Hazlett, Burt & Watson, Inc.8$4.00K0.00%00.0%Unchanged
Vision Financial Markets LLC9$4.08K0.00%00.0%Unchanged
Darwin Advisors, LLC7$4.13K0.00%00.0%Unchanged
Granite FO LLC9$4.36K0.00%00.0%Unchanged
Godsey & Gibb Associates11$5.33K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC11$5.33K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.11$5.50K0.00%00.0%Unchanged
Atlas Capital Advisors LLC12$5.81K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC12$5.81K0.00%+1+9.1%Added
CBIZ Investment Advisory Services, LLC12$5.81K0.00%+12New
Brown, Lisle/Cummings, Inc.13$6.29K0.00%+3+30.0%Added
Fairman Group, LLC12$6.39K0.01%00.0%Unchanged
Raffa Wealth Management, LLC14$6.78K0.00%−19−57.6%Reduced
Catherine Avery Investment Management LLC14$6.78K0.01%00.0%Unchanged
SJS Investment Consulting Inc.14$6.78K0.00%+1+7.7%Added
Highline Wealth Partners LLC14$6.79K0.00%+1+7.7%Added
Silicon Valley Capital Partners15$7.11K0.00%00.0%Unchanged
Sachetta, LLC16$7.75K0.00%−5−23.8%Reduced
Dunhill Financial, LLC16$7.79K0.00%−6−27.3%Reduced
Avion Wealth16$8.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC17$8.23K0.00%00.0%Unchanged
City State Bank17$8.23K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP18$8.49K0.00%−7−28.0%Reduced
Plante Moran Financial Advisors, LLC18$8.71K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC18$8.71K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC18$8.85K0.01%+18New
Capital Advisors, Ltd. LLC18$9.00K0.00%00.0%Unchanged
Atala Financial Inc19$9.20K0.01%00.0%Unchanged
Indiana Trust & Investment Management CO20$9.68K0.00%00.0%Unchanged
Cedar Wealth Management, LLC20$9.68K0.00%00.0%Unchanged
Flaharty Asset Management, LLC21$10.2K0.00%+21New
City Holding Co24$11.6K0.00%+24New
Financial Network Wealth Advisors LLC24$11.6K0.02%+15+166.7%Added
Costello Asset Management, INC24$11.8K0.00%+24New
Nemes Rush Group LLC25$12.1K0.00%00.0%Unchanged
Synergy Investment Management, LLC25$12.1K0.01%00.0%Unchanged
JNBA Financial Advisors26$12.6K0.00%00.0%Unchanged
Salomon & Ludwin, LLC26$12.6K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC26$12.7K0.00%+1+4.0%Added
Montag & Caldwell, LLC27$13.1K0.00%00.0%Unchanged
Main Street Group, LTD28$13.3K0.01%00.0%Unchanged
Banque Transatlantique SA30$14.5K0.00%00.0%Unchanged
FSA Wealth Management LLC30$14.5K0.01%00.0%Unchanged
Investors Research Corp30$14.5K0.00%+30New
Ogorek Anthony Joseph31$15.0K0.00%+31New
New Millennium Group LLC32$15.5K0.01%−3−8.6%Reduced
Prestige Wealth Management Group LLC32$15.5K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.33$15.8K0.00%00.0%Unchanged
Cheviot Value Management, LLC33$15.9K0.00%+33New
IAG Wealth Partners, LLC33$15.9K0.00%+30+1,000.0%Added
Bruce G. Allen Investments, LLC33$16.0K0.01%+9+37.5%Added
Birchbrook, Inc.34$16.5K0.01%00.0%Unchanged
NewSquare Capital LLC34$16.5K0.00%+29+580.0%Added
Hager Investment Management Services, LLC35$16.9K0.01%00.0%Unchanged
Reyes Financial Architecture, Inc.35$16.9K0.01%00.0%Unchanged
Beacon Capital Management, LLC35$16.9K0.00%+14+66.7%Added