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 |
|---|---|---|---|---|---|
| Rebalance, LLC | 472 | $228.5K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 472 | $228.5K | 0.02% | +3+0.6% | Added |
| Maridea Wealth Management LLC | 473 | $229.0K | 0.07% | +473 | New |
| Arete Wealth Advisors, LLC | 472 | $229.0K | 0.02% | +9+1.9% | Added |
| Private Client Services, LLC | 477 | $230.7K | 0.11% | +1+0.2% | Added |
| Okabena Investment Services Inc | 477 | $230.9K | 0.06% | +477 | New |
| Chicago Capital, LLC | 478 | $231.4K | 0.01% | +478 | New |
| LRI Investments, LLC | 479 | $231.9K | 0.02% | −234−32.8% | Reduced |
| Penserra Capital Management LLC | 480 | $232.0K | 0.00% | −226−32.0% | Reduced |
| Confluence Investment Management LLC | 480 | $232.4K | 0.00% | 00.0% | Unchanged |
| GenTrust, LLC | 480 | $232.5K | 0.01% | −16−3.2% | Reduced |
| Paragon Private Wealth Management, LLC | 483 | $233.8K | 0.11% | +5+1.0% | Added |
| Platform Technology Partners | 484 | $234.3K | 0.07% | +2+0.4% | Added |
| ORG Wealth Partners, LLC | 481 | $235.2K | 0.07% | +481 | New |
| Revisor Wealth Management LLC | 486 | $235.3K | 0.10% | +486 | New |
| Bahl & Gaynor Inc | 487 | $235.8K | 0.00% | +487 | New |
| Los Angeles Capital Management LLC | 488 | $236.2K | 0.00% | −39,567−98.8% | Reduced |
| Clear Creek Financial Management, LLC | 489 | $236.7K | 0.02% | +489 | New |
| Cornerstone Planning Group LLC | 505 | $238.4K | 0.06% | +10+2.0% | Added |
| Eagle Bay Advisors LLC | 497 | $240.4K | 0.20% | +82+19.8% | Added |
| Stock Yards Bank & Trust Co | 499 | $241.6K | 0.01% | +13+2.7% | Added |
| Sunbeam Capital Management, LLC | 499 | $241.6K | 0.23% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 500 | $242.0K | 0.00% | −107,900−99.5% | Reduced |
| Douglas Lane & Associates, LLC | 500 | $242.1K | 0.00% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 500 | $242.1K | 0.14% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 500 | $242.2K | 0.01% | +109+27.9% | Added |
| Baker Tilly Wealth Management, LLC | 501 | $242.6K | 0.10% | +4+0.8% | Added |
| Natural Investments, LLC | 504 | $243.0K | 0.07% | −8−1.6% | Reduced |
| Avantax Planning Partners, Inc. | 503 | $243.5K | 0.01% | −10−1.9% | Reduced |
| Oldfather Financial Services, LLC | 503 | $243.5K | 0.09% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 504 | $244.0K | 0.05% | −39−7.2% | Reduced |
| Howard Financial Services, Ltd. | 504 | $244.0K | 0.03% | +11+2.2% | Added |
| Gilman Hill Asset Management, LLC | 505 | $244.5K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 510 | $245.0K | 0.01% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 508 | $246.0K | 0.16% | −133−20.7% | Reduced |
| Guardian Wealth Advisors, LLC | 509 | $246.4K | 0.02% | +24+4.9% | Added |
| Princeton Global Asset Management LLC | 510 | $246.9K | 0.05% | −50−8.9% | Reduced |
| Sivia Capital Partners, LLC | 512 | $247.9K | 0.12% | +512 | New |
| KCM Investment Advisors LLC | 514 | $248.8K | 0.01% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 516 | $249.8K | 0.02% | −34−6.2% | Reduced |
| River Wealth Advisors LLC | 516 | $249.8K | 0.03% | −3−0.6% | Reduced |
| Alta Advisers Ltd | 516 | $249.8K | 0.11% | +516 | New |
| Trust Point Inc. | 517 | $250.3K | 0.02% | −89−14.7% | Reduced |
| South Plains Financial, Inc. | 518 | $250.8K | 0.20% | +122+30.8% | Added |
| Dynamic Technology Lab Private Ltd | 520 | $251.0K | 0.04% | −650−55.6% | Reduced |
| Hemington Wealth Management | 521 | $252.0K | 0.04% | +10+2.0% | Added |
| Fukoku Mutual Life Insurance Co | 521 | $252.2K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 521 | $252.2K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 524 | $253.5K | 0.02% | −76−12.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 524 | $253.7K | 0.01% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 525 | $254.1K | 0.08% | +64+13.9% | Added |
| JBF Capital, Inc. | 525 | $254.2K | 0.05% | −45−7.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 527 | $255.0K | 0.02% | −59−10.1% | Reduced |
| SageView Advisory Group, LLC | 529 | $256.0K | 0.01% | −119−18.4% | Reduced |
| Invesco, LLC | 530 | $256.6K | 0.11% | −606−53.3% | Reduced |
| Tufton Capital Management | 530 | $256.6K | 0.05% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 531 | $257.1K | 0.02% | +17+3.3% | Added |
| Rehmann Capital Advisory Group | 533 | $258.2K | 0.02% | +3+0.6% | Added |
| Concorde Asset Management, LLC | 547 | $258.7K | 0.14% | −1−0.2% | Reduced |
| Marcum Wealth, LLC | 536 | $259.5K | 0.02% | −7−1.3% | Reduced |
| Perennial Investment Advisors, LLC | 537 | $259.8K | 0.03% | +7+1.3% | Added |
| PFG Private Wealth Management, LLC | 537 | $260.0K | 0.14% | −5−0.9% | Reduced |
| Wealthstar Advisors, LLC | 538 | $260.5K | 0.12% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 540 | $261.4K | 0.07% | +540 | New |
| CWA Asset Management Group, LLC | 540 | $261.4K | 0.01% | +157+41.0% | Added |
| Walker Asset Management, LLC | 543 | $263.0K | 0.16% | +1+0.2% | Added |
| Howard Bailey Securities, LLC | 544 | $263.4K | 0.09% | −127−18.9% | Reduced |
| Shelton Capital Management | 548 | $265.3K | 0.01% | −17−3.0% | Reduced |
| Advisory Alpha, LLC | 548 | $265.3K | 0.01% | +548 | New |
| Simon Quick Advisors, LLC | 549 | $265.8K | 0.02% | +39+7.6% | Added |
| Philadelphia Trust Co | 550 | $266.0K | 0.02% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 550 | $266.3K | 0.04% | −36−6.1% | Reduced |
| Abel Hall, LLC | 550 | $266.4K | 0.16% | +33+6.4% | Added |
| Hobbs Group Advisors, LLC | 551 | $266.7K | 0.10% | +3+0.5% | Added |
| Optimist Retirement Group LLC | 551 | $266.7K | 0.13% | +52+10.4% | Added |
| Wolf Group Capital Advisors | 552 | $267.2K | 0.09% | +552 | New |
| Cascade Financial Partners, LLC | 553 | $267.7K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 553 | $267.7K | 0.03% | +53+10.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 555 | $268.7K | 0.03% | +555 | New |
| Strategic Blueprint, LLC | 565 | $273.8K | 0.01% | +137+32.0% | Added |
| Apella Capital, LLC | 581 | $274.8K | 0.01% | +23+4.1% | Added |
| Westmount Partners, LLC | 568 | $275.0K | 0.08% | 00.0% | Unchanged |
| Accredited Investors Inc. | 568 | $275.0K | 0.02% | +568 | New |
| David Loasby | 603 | $275.3K | 0.03% | +11+1.9% | Added |
| Howard Capital Management Inc. | 571 | $276.4K | 0.01% | −89−13.5% | Reduced |
| denkapparat Operations GmbH | 572 | $276.9K | 0.29% | +82+16.7% | Added |
| Childress Capital Advisors, LLC | 575 | $278.6K | 0.08% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 577 | $279.3K | 0.18% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 577 | $279.4K | 0.11% | 00.0% | Unchanged |
| Five Oceans Advisors | 578 | $279.8K | 0.13% | +3+0.5% | Added |
| Avenue 1 Advisors, LLC | 584 | $282.7K | 0.11% | −11−1.8% | Reduced |
| Institute for Wealth Management, LLC. | 584 | $282.7K | 0.04% | +20+3.5% | Added |
| Syntegra Private Wealth Group, LLC | 584 | $282.9K | 0.03% | +4+0.7% | Added |
| Washington Capital Management Inc | 586 | $283.7K | 0.23% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 588 | $284.7K | 0.01% | +159+37.1% | Added |
| Wealthstream Advisors, Inc. | 593 | $287.1K | 0.05% | +6+1.0% | Added |
| Emprise Bank | 594 | $287.6K | 0.15% | −56−8.6% | Reduced |
| GTS Securities LLC | 594 | $287.6K | 0.01% | −15−2.5% | Reduced |
| Brookwood Investment Group LLC | 598 | $289.6K | 0.05% | +598 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 600 | $290.5K | 0.01% | −200−25.0% | Reduced |