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
- +1 vs. Q4 2024
- Shares held
- 83.1M
- +1.56M (+1.9%) vs. Q4 2024
- Total value
- $40.2B
- −$3.21B (−7.4%) vs. Q4 2024
- New holders
- 112
- 494 more added
- Sold out
- 111
- 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 7,400 | $3.58M | 0.09% | −75−1.0% | Reduced |
| Avanza Fonder AB | 7,300 | $3.61M | 0.12% | −38−0.5% | Reduced |
| Bessemer Group Inc | 7,465 | $3.61M | 0.01% | −8,943−54.5% | Reduced |
| ASR Vermogensbeheer N.V. | 7,506 | $3.63M | 0.05% | +7,506 | New |
| Diversified Trust Co | 7,536 | $3.65M | 0.09% | −49−0.6% | Reduced |
| Omers Administration Corp | 7,579 | $3.67M | 0.03% | +679+9.8% | Added |
| Fulton Bank, N.A. | 7,640 | $3.70M | 0.15% | −563−6.9% | Reduced |
| Signet Financial Management, LLC | 7,662 | $3.71M | 0.50% | +111+1.5% | Added |
| Sequoia Financial Advisors, LLC | 7,667 | $3.71M | 0.03% | +938+13.9% | Added |
| Mizuho Securities USA LLC | 7,703 | $3.73M | 0.08% | −1,492−16.2% | Reduced |
| Vontobel Holding Ltd. | 7,749 | $3.75M | 0.01% | +686+9.7% | Added |
| Cyndeo Wealth Partners, LLC | 7,771 | $3.76M | 0.25% | −120−1.5% | Reduced |
| Fairvoy Private Wealth, LLC | 7,777 | $3.76M | 1.03% | −148−1.9% | Reduced |
| Tower Bridge Advisors | 7,849 | $3.80M | 0.42% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 7,935 | $3.84M | 0.24% | +213+2.8% | Added |
| SG Americas Securities, LLC | 7,961 | $3.85M | 0.01% | +7,221+975.8% | Added |
| UniSuper Management Pty Ltd | 8,031 | $3.89M | 0.03% | +394+5.2% | Added |
| Edmp, Inc. | 8,211 | $3.97M | 3.33% | −189−2.3% | Reduced |
| Susquehanna International Group, LLP | 8,222 | $3.98M | 0.01% | −33,379−80.2% | Reduced |
| Oregon Public Employees Retirement Fund | 8,222 | $3.98M | 0.08% | −100−1.2% | Reduced |
| Brinker Capital Investments, LLC | 8,243 | $3.99M | 0.04% | +73+0.9% | Added |
| Orion Portfolio Solutions, LLC | 8,243 | $3.99M | 0.04% | +73+0.9% | Added |
| BTC Capital Management, Inc. | 8,340 | $4.04M | 0.37% | +1,078+14.8% | Added |
| Bellwether Advisors, LLC | 8,411 | $4.07M | 0.85% | −5,801−40.8% | Reduced |
| Reuter James Wealth Management, LLC | 8,436 | $4.08M | 0.71% | −85−1.0% | Reduced |
| Jackson Wealth Management, LLC | 8,466 | $4.10M | 0.50% | +2,056+32.1% | Added |
| De Burlo Group Inc | 8,590 | $4.16M | 0.61% | +1,550+22.0% | Added |
| Northwestern Mutual Wealth Management Co | 8,595 | $4.16M | 0.00% | −319−3.6% | Reduced |
| Chesley Taft & Associates LLC | 8,612 | $4.17M | 0.20% | −546−6.0% | Reduced |
| Unigestion Holding SA | 8,617 | $4.17M | 0.24% | +5,193+151.7% | Added |
| Arkadios Wealth Advisors | 8,625 | $4.18M | 0.16% | +7,352+577.5% | Added |
| TD Private Client Wealth LLC | 8,650 | $4.19M | 0.12% | −124−1.4% | Reduced |
| Rakuten Investment Management, Inc. | 8,815 | $4.25M | 0.02% | +8,815 | New |
| Advisory Services Network, LLC | 8,805 | $4.26M | 0.08% | +206+2.4% | Added |
| TD Waterhouse Canada Inc. | 8,739 | $4.27M | 0.03% | +102+1.2% | Added |
| Burney Co | 8,850 | $4.28M | 0.16% | −162−1.8% | Reduced |
| Bridges Investment Management Inc | 8,886 | $4.30M | 0.06% | −152−1.7% | Reduced |
| Impact Asset Management GmbH | 9,020 | $4.37M | 1.71% | +350+4.0% | Added |
| Baird Financial Group, Inc. | 9,093 | $4.40M | 0.01% | −909−9.1% | Reduced |
| Kestra Advisory Services, LLC | 9,264 | $4.48M | 0.02% | −495−5.1% | Reduced |
| BancorpSouth Bank | 9,285 | $4.49M | 0.32% | −159−1.7% | Reduced |
| CX Institutional | 9,514 | $4.61M | 0.17% | +8,840+1,311.6% | Added |
| Natixis | 9,768 | $4.67M | 0.03% | +7,691+370.3% | Added |
| Magnetar Financial LLC | 9,661 | $4.68M | 0.06% | +9,661 | New |
| Bulltick Wealth Management, LLC | 9,720 | $4.71M | 1.25% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9,839 | $4.76M | 0.99% | −10−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 9,890 | $4.79M | 0.08% | +2,920+41.9% | Added |
| Birch Financial Group, LLC | 10,033 | $4.86M | 4.33% | +33+0.3% | Added |
| Atlantic Union Bankshares Corp | 10,040 | $4.86M | 0.29% | +56+0.6% | Added |
| NorthRock Partners, LLC | 10,058 | $4.87M | 0.16% | −16,220−61.7% | Reduced |
| Gamco Investors, Inc. Et Al | 10,075 | $4.88M | 0.05% | −110−1.1% | Reduced |
| Kerusso Capital Management LLC | 10,267 | $4.97M | 3.16% | −2,758−21.2% | Reduced |
| Hohimer Wealth Management, LLC | 10,372 | $5.02M | 0.98% | +30+0.3% | Added |
| OP Asset Management Ltd | 10,497 | $5.08M | 0.09% | +10,497 | New |
| Lido Advisors, LLC | 10,508 | $5.09M | 0.03% | +19+0.2% | Added |
| Illinois Municipal Retirement Fund | 10,521 | $5.09M | 0.07% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 10,522 | $5.09M | 0.70% | 00.0% | Unchanged |
| Equitable Trust Co | 10,548 | $5.11M | 0.28% | −2,488−19.1% | Reduced |
| Unisphere Establishment | 10,950 | $5.30M | 0.05% | −9,150−45.5% | Reduced |
| Atria Investments LLC | 10,966 | $5.31M | 0.07% | −4,994−31.3% | Reduced |
| Castellan Group, LLC | 10,970 | $5.31M | 1.49% | +5,582+103.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,207 | $5.43M | 0.01% | +606+5.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,246 | $5.44M | 0.06% | +207+1.9% | Added |
| American Assets Investment Management, LLC | 11,250 | $5.45M | 0.48% | 00.0% | Unchanged |
| Bokf, NA | 11,258 | $5.45M | 0.10% | −1,411−11.1% | Reduced |
| Mackenzie Financial Corp | 11,420 | $5.53M | 0.01% | +850+8.0% | Added |
| Level Four Advisory Services, LLC | 11,485 | $5.56M | 0.23% | −1,359−10.6% | Reduced |
| Arjuna Capital | 11,570 | $5.60M | 1.55% | −1,310−10.2% | Reduced |
| CIBC World Markets Corp | 11,641 | $5.64M | 0.04% | −3,717−24.2% | Reduced |
| L2 Asset Management, LLC | 11,680 | $5.65M | 1.16% | +3,324+39.8% | Added |
| Legacy Private Trust Co. | 11,802 | $5.71M | 0.39% | −2,446−17.2% | Reduced |
| Northwest & Ethical Investments L.P. | 11,887 | $5.75M | 0.16% | −8,734−42.4% | Reduced |
| Guggenheim Capital LLC | 11,983 | $5.80M | 0.05% | −1,081−8.3% | Reduced |
| Terry L. Blaker | 12,183 | $5.90M | 0.24% | −538−4.2% | Reduced |
| Janus Henderson Group PLC | 12,469 | $6.01M | 0.00% | +415+3.4% | Added |
| United Services Automobile Association | 12,503 | $6.03M | 0.19% | +64+0.5% | Added |
| Blair William & Co | 12,651 | $6.12M | 0.02% | −2,279−15.3% | Reduced |
| Wealthfront Advisers LLC | 12,658 | $6.13M | 0.02% | +910+7.7% | Added |
| Journey Advisory Group, LLC | 12,731 | $6.16M | 0.50% | +1,546+13.8% | Added |
| Railway Pension Investments Ltd | 12,800 | $6.20M | 0.09% | 00.0% | Unchanged |
| Vident Advisory, LLC | 12,807 | $6.20M | 0.09% | −23−0.2% | Reduced |
| Ieq Capital, LLC | 12,931 | $6.26M | 0.05% | +3,945+43.9% | Added |
| Sanctuary Advisors, LLC | 13,012 | $6.30M | 0.04% | −3,362−20.5% | Reduced |
| STRS Ohio | 13,300 | $6.44M | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 13,390 | $6.48M | 0.03% | −63−0.5% | Reduced |
| Investment Management Corp of Ontario | 13,526 | $6.55M | 0.13% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 13,722 | $6.64M | 0.08% | −1,444−9.5% | Reduced |
| GWM Advisors LLC | 13,745 | $6.65M | 0.04% | +48+0.4% | Added |
| Patton Albertson Miller Group, LLC | 13,753 | $6.66M | 0.99% | −3,047−18.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,003 | $6.78M | 0.07% | −172−1.2% | Reduced |
| Choate Investment Advisors | 14,008 | $6.78M | 0.17% | −64−0.5% | Reduced |
| Daiwa Securities Group Inc. | 14,016 | $6.79M | 0.03% | +254+1.8% | Added |
| New York Life Investment Management LLC | 14,261 | $6.90M | 0.07% | −192−1.3% | Reduced |
| Swiss Life Asset Management Ltd | 14,559 | $7.05M | 0.05% | −7,915−35.2% | Reduced |
| CIBC Asset Management Inc | 14,869 | $7.20M | 0.02% | −213−1.4% | Reduced |
| Venture Visionary Partners LLC | 14,870 | $7.20M | 0.30% | +787+5.6% | Added |
| Fiera Capital Corp | 14,902 | $7.21M | 0.03% | +2,048+15.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,031 | $7.28M | 0.41% | 00.0% | Unchanged |
| USS Investment Management Ltd | 15,100 | $7.31M | 0.06% | −4,800−24.1% | Reduced |
| Gs Investments, Inc. | 15,284 | $7.40M | 3.49% | −60−0.4% | Reduced |