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.
| 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 |
|---|---|---|---|---|---|
| Rogco, LP | 37 | $17.9K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 38 | $18.3K | 0.00% | +1+2.7% | Added |
| Saudi Central Bank | 38 | $18.4K | 0.10% | +38 | New |
| Center for Financial Planning, Inc. | 39 | $18.9K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $18.9K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 40 | $19.4K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 42 | $20.3K | 0.00% | +40+2,000.0% | Added |
| Sierra Ocean, LLC | 42 | $20.4K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 45 | $21.8K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 45 | $21.8K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $22.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 46 | $22.3K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 47 | $22.8K | 0.01% | −11−19.0% | Reduced |
| Founders Capital Management | 48 | $23.2K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 49 | $23.7K | 0.00% | −3−5.8% | Reduced |
| Wolff Wiese Magana LLC | 50 | $24.2K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $24.2K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 50 | $24.2K | 0.01% | +50 | New |
| Twin Lakes Capital Management, LLC | 53 | $25.5K | 0.02% | −27−33.8% | Reduced |
| AdvisorNet Financial, Inc | 53 | $25.7K | 0.00% | −14−20.9% | Reduced |
| Whipplewood Advisors, LLC | 31 | $25.7K | 0.02% | −22−41.5% | Reduced |
| Rialto Wealth Management, LLC | 53 | $25.7K | 0.01% | +1+1.9% | Added |
| Rise Advisors, LLC | 54 | $25.9K | 0.01% | +17+45.9% | Added |
| Hantz Financial Services, Inc. | 53 | $26.0K | 0.00% | +5+10.4% | Added |
| Piscataqua Savings Bank | 55 | $26.6K | 0.02% | −15−21.4% | Reduced |
| Mechanics Financial Corp | 55 | $26.6K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 55 | $26.6K | 0.00% | +55 | New |
| Creative Capital Management Investments LLC | 56 | $27.1K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 57 | $27.6K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 58 | $28.1K | 0.00% | −5−7.9% | Reduced |
| Westside Investment Management, Inc. | 58 | $28.1K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 58 | $28.1K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 60 | $29.0K | 0.00% | −9−13.0% | Reduced |
| Accordant Advisory Group Inc | 60 | $29.0K | 0.03% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 60 | $29.0K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 60 | $29.0K | 0.02% | +60 | New |
| TD Capital Management LLC | 60 | $29.2K | 0.00% | +51+566.7% | Added |
| REAP Financial Group, LLC | 60 | $29.2K | 0.01% | +18+42.9% | Added |
| Key Financial Inc | 61 | $29.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 65 | $31.5K | 0.00% | +65 | New |
| Mascoma Wealth Management LLC | 66 | $32.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 66 | $32.0K | 0.00% | −1,230−94.9% | Reduced |
| Atlantic Trust, LLC | 68 | $32.9K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 69 | $33.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 69 | $33.4K | 0.03% | −22−24.2% | Reduced |
| Opal Wealth Advisors, LLC | 74 | $35.8K | 0.01% | +74 | New |
| Adirondack Trust Co | 79 | $38.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 79 | $38.3K | 0.01% | −4−4.8% | Reduced |
| SBI Securities Co., Ltd. | 80 | $38.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 83 | $40.2K | 0.00% | +16+23.9% | Added |
| Golden State Wealth Management, LLC | 84 | $40.7K | 0.01% | +13+18.3% | Added |
| Byrne Asset Management LLC | 85 | $41.1K | 0.03% | −26−23.4% | Reduced |
| Group One Trading, L.P. | 86 | $41.6K | 0.00% | −192−69.1% | Reduced |
| Albion Financial Group | 87 | $42.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 88 | $42.6K | 0.03% | 00.0% | Unchanged |
| Promus Capital, LLC | 88 | $42.6K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 89 | $43.1K | 0.02% | +2+2.3% | Added |
| Bell Investment Advisors, Inc | 91 | $44.1K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 93 | $45.0K | 0.00% | −60−39.2% | Reduced |
| Covestor Ltd | 94 | $46.0K | 0.03% | +1+1.1% | Added |
| TCTC Holdings, LLC | 98 | $47.4K | 0.00% | +49+100.0% | Added |
| Delta Asset Management LLC | 100 | $48.4K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $48.4K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 100 | $48.4K | 0.00% | +100 | New |
| Trifecta Capital Advisors, LLC | 105 | $50.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 105 | $50.8K | 0.02% | +33+45.8% | Added |
| JFS Wealth Advisors, LLC | 106 | $51.3K | 0.00% | −6−5.4% | Reduced |
| First Financial Corp | 110 | $53.3K | 0.03% | −28−20.3% | Reduced |
| Clean Yield Group | 110 | $53.3K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 113 | $54.9K | 0.00% | +46+68.7% | Added |
| Battery Global Advisors, LLC | 119 | $57.6K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 120 | $58.1K | 0.00% | +106+757.1% | Added |
| Tobam | 123 | $60.0K | 0.03% | −36−22.6% | Reduced |
| Ofi Invest Asset Management | 134 | $60.1K | 0.00% | +43+47.3% | Added |
| Ameriflex Group, Inc. | 125 | $60.5K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 126 | $61.0K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 129 | $62.5K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 130 | $63.0K | 0.00% | −14−9.7% | Reduced |
| CoreCap Advisors, LLC | 134 | $64.9K | 0.00% | +1+0.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $67.0K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 145 | $70.4K | 0.02% | +7+5.1% | Added |
| Evermay Wealth Management LLC | 148 | $71.6K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 150 | $72.6K | 0.01% | −20−11.8% | Reduced |
| Washington Trust Co | 150 | $72.6K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $73.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $74.1K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 155 | $75.0K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 156 | $75.5K | 0.01% | +156 | New |
| Tompkins Financial Corp | 159 | $77.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $77.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $77.0K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 159 | $77.0K | 0.03% | +135+562.5% | Added |
| Raleigh Capital Management Inc. | 165 | $79.9K | 0.04% | −86−34.3% | Reduced |
| Resources Management Corp | 165 | $80.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 175 | $84.7K | 0.01% | +7+4.2% | Added |
| Laurel Wealth Advisors LLC | 177 | $85.7K | 0.01% | +1+0.6% | Added |
| Hexagon Capital Partners LLC | 180 | $87.1K | 0.02% | −15−7.7% | Reduced |
| Global Financial Private Client, LLC | 183 | $88.6K | 0.03% | +11+6.4% | Added |
| Flagship Wealth Advisors, LLC | 185 | $89.6K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 186 | $90.0K | 0.00% | 00.0% | Unchanged |