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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
+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.

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: 1,391 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,362 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 20251,362$43.0B
Q1 20251,369$40.2B
Q4 20241,391$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
Aster Capital Management (DIFC) Ltd0$00.00%−1,272−100.0%Sold out
FFT Wealth Management LLC0$00.00%−1,201−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−1,189−100.0%Sold out
Invst, LLC0$00.00%−1,073−100.0%Sold out
Armstrong, Fleming & Moore, Inc0$00.00%−1,000−100.0%Sold out
Scientech Research LLC0$00.00%−978−100.0%Sold out
R Squared Ltd0$00.00%−920−100.0%Sold out
Alps Advisors Inc0$00.00%−800−100.0%Sold out
Waldron Private Wealth LLC0$00.00%−794−100.0%Sold out
Summit Global Investments0$00.00%−792−100.0%Sold out
Catalina Capital Group, LLC0$00.00%−789−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−780−100.0%Sold out
Optimize Financial Inc0$00.00%−742−100.0%Sold out
First National Trust Co0$00.00%−717−100.0%Sold out
Valtinson Bruner Financial Planning LLC0$00.00%−708−100.0%Sold out
Peapack Gladstone Financial Corp0$00.00%−702−100.0%Sold out
Walleye Trading LLC0$00.00%−679−100.0%Sold out
Trustmark National Bank Trust Department0$00.00%−653−100.0%Sold out
American Trust0$00.00%−610−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−600−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−585−100.0%Sold out
Family Wealth Group, LLC0$00.00%−576−100.0%Sold out
DRW Securities, LLC0$00.00%−545−100.0%Sold out
Baldwin Brothers Inc0$00.00%−520−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−501−100.0%Sold out
ORG Partners LLC0$00.00%−481−100.0%Sold out
AlTi Global, Inc.0$00.00%−460−100.0%Sold out
Croban0$00.00%−438−100.0%Sold out
Intrua Financial, LLC0$00.00%−431−100.0%Sold out
Orrstown Financial Services Inc0$00.00%−430−100.0%Sold out
Longboard Asset Management, LP0$00.00%−430−100.0%Sold out
Quadrant Private Wealth Management, LLC0$00.00%−426−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−425−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−416−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−412−100.0%Sold out
Twelve Points Wealth Management LLC0$00.00%−409−100.0%Sold out
Aviso Wealth Management0$00.00%−408−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−406−100.0%Sold out
Whalerock Point Partners, LLC0$00.00%−402−100.0%Sold out
Roehl & Yi Investment Advisors, LLC0$00.00%−401−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−400−100.0%Sold out
Alpine Woods Capital Investors, LLC0$00.00%−400−100.0%Sold out
E&G Advisors, LP0$00.00%−400−100.0%Sold out
Mengis Capital Management, Inc.0$00.00%−400−100.0%Sold out
White Lighthouse Investment Management Inc.0$00.00%−400−100.0%Sold out
Annex Advisory Services, LLC0$00.00%−398−100.0%Sold out
Blue Barn Wealth, LLC0$00.00%−398−100.0%Sold out
Navellier & Associates Inc0$00.00%−394−100.0%Sold out
Morningstar Investment Management LLC0$00.00%−393−100.0%Sold out
Means Investment Co., Inc.0$00.00%−389−100.0%Sold out
Aberdeen Wealth Management LLC0$00.00%−386−100.0%Sold out
Cable Hill Partners, LLC0$00.00%−385−100.0%Sold out
Cobblestone Capital Advisors LLC0$00.00%−383−100.0%Sold out
Allegheny Financial Group LTD0$00.00%−376−100.0%Sold out
Stance Capital LLC0$00.00%−336−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−317−100.0%Sold out
Lee Danner & Bass Inc0$00.00%−271−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−232−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−196−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−193−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−137−100.0%Sold out
Pacific Capital Wealth Advisors, Inc0$00.00%−135−100.0%Sold out
Friedenthal Financial0$00.00%−108−100.0%Sold out
Wingate Wealth Advisors, Inc.0$00.00%−56−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−51−100.0%Sold out
Mizuho Bank, Ltd.0$00.00%−50−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−48−100.0%Sold out
Financial Life Planners0$00.00%−40−100.0%Sold out
FWL Investment Management, LLC0$00.00%−30−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−25−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−22−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−20−100.0%Sold out
Sandy Spring Bank0$00.00%−12−100.0%Sold out
Caitlin John, LLC0$00.00%−9−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−7−100.0%Sold out
Talon Private Wealth, LLC0$00.00%−4−100.0%Sold out
PEAK6 LLC0$00.00%−3−100.0%Sold out
Measured Risk Portfolios, Inc.0$00.00%−2−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−1−100.0%Sold out
JDM Financial Group LLC0$00.00%−1−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Hilltop National Bank––––Not filed
Vise Technologies, Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed
Wetherby Asset Management Inc––––Not filed
Lake Street Advisors Group, LLC––––Not filed
TrinityPoint Wealth, LLC––––Not filed
Boston Financial Mangement LLC––––Not filed
Kolinsky Wealth Management, LLC––––Not filed
Sterling Wealth Management, Inc.––––Not filed
Geller Advisors LLC––––Not filed
Edge Capital Group, LLC––––Not filed
HTLF Bank––––Not filed
Carlson Capital Management––––Not filed
Dechtman Wealth Management, LLC––––Not filed
Passumpsic Savings Bank––––Not filed
WR Wealth Planners, LLC––––Not filed
Wintrust Investments LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed