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 |
|---|---|---|---|---|---|
| Harbour Investment Management LLC | 600 | $290.5K | 0.13% | −152−20.2% | Reduced |
| Van Cleef Asset Management,Inc | 600 | $290.5K | 0.03% | +100+20.0% | Added |
| Cornerstone Wealth Group, LLC | 602 | $291.3K | 0.02% | +17+2.9% | Added |
| Dougherty Wealth Advisers LLC | 603 | $291.9K | 0.22% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 606 | $293.4K | 0.04% | +2+0.3% | Added |
| Delta Investment Management, LLC | 607 | $294.1K | 0.06% | +39+6.9% | Added |
| Vista Wealth Management Group, LLC | 610 | $295.1K | 0.02% | +25+4.3% | Added |
| SeaCrest Wealth Management, LLC | 611 | $295.8K | 0.03% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 613 | $296.8K | 0.23% | −7−1.1% | Reduced |
| NDVR, Inc. | 616 | $298.2K | 0.30% | −24−3.8% | Reduced |
| OneAscent Investment Solutions LLC | 617 | $299.0K | 0.35% | +617 | New |
| Revolve Wealth Partners, LLC | 618 | $299.2K | 0.04% | −14−2.2% | Reduced |
| Illumine Investment Management, LLC | 622 | $301.1K | 0.25% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 623 | $301.6K | 0.12% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 623 | $301.6K | 0.23% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 625 | $302.6K | 0.15% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 625 | $302.6K | 0.11% | −10−1.6% | Reduced |
| Evoke Wealth, LLC | 626 | $303.2K | 0.01% | +74+13.4% | Added |
| Cape Cod Five Cents Savings Bank | 646 | $303.5K | 0.03% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 628 | $304.1K | 0.02% | +106+20.3% | Added |
| MTM Investment Management, LLC | 626 | $305.9K | 0.12% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 632 | $306.0K | 0.15% | −36−5.4% | Reduced |
| SlateStone Wealth, LLC | 633 | $306.0K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 634 | $307.0K | 0.04% | +2+0.3% | Added |
| SPC Financial, Inc. | 635 | $307.4K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 636 | $307.9K | 0.00% | −46−6.7% | Reduced |
| MBB Public Markets I LLC | 641 | $310.3K | 0.04% | +641 | New |
| Commerzbank Aktiengesellschaft | 641 | $311.0K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 643 | $311.3K | 0.03% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 645 | $312.3K | 0.03% | +157+32.2% | Added |
| Edmond de Rothschild Holding S.A. | 647 | $313.2K | 0.01% | −133−17.1% | Reduced |
| Northwest Bancshares, Inc. | 667 | $322.9K | 0.06% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 668 | $323.2K | 0.01% | +32+5.0% | Added |
| Valmark Advisers, Inc. | 668 | $323.6K | 0.00% | −146−17.9% | Reduced |
| Portside Wealth Group, LLC | 670 | $324.4K | 0.05% | −5−0.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 688 | $324.5K | 0.11% | −380−35.6% | Reduced |
| Fidelis Capital Partners, LLC | 701 | $326.6K | 0.03% | +5+0.7% | Added |
| Scotia Capital Inc. | 675 | $326.8K | 0.00% | −910−57.4% | Reduced |
| Csenge Advisory Group | 709 | $329.4K | 0.02% | −85−10.7% | Reduced |
| Proficio Capital Partners LLC | 683 | $330.8K | 0.03% | −15−2.1% | Reduced |
| Smith, Moore & Co. | 684 | $331.1K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 687 | $332.8K | 0.03% | −52−7.0% | Reduced |
| IHT Wealth Management, LLC | 689 | $333.3K | 0.01% | −120−14.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 627 | $334.0K | 0.11% | +51+8.9% | Added |
| Hudson Bay Capital Management LP | 690 | $334.0K | 0.00% | +690 | New |
| Kelly Financial Services LLC | 694 | $335.9K | 0.12% | +80+13.0% | Added |
| Mindset Wealth Management, LLC | 698 | $337.9K | 0.13% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 727 | $340.7K | 0.03% | +38+5.5% | Added |
| M.E. Allison & Co., Inc. | 705 | $341.3K | 0.34% | 00.0% | Unchanged |
| Ledyard National Bank | 705 | $341.3K | 0.03% | −36−4.9% | Reduced |
| WBI Investments | 710 | $343.8K | 0.09% | −778−52.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 712 | $344.7K | 0.03% | +21+3.0% | Added |
| Essex Financial Services, Inc. | 719 | $348.1K | 0.03% | −29−3.9% | Reduced |
| Oak Ridge Investments LLC | 720 | $348.6K | 0.03% | −18−2.4% | Reduced |
| Progressive Investment Management Corp | 720 | $348.6K | 0.10% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 721 | $349.0K | 0.03% | +4+0.6% | Added |
| Voya Financial Advisors, Inc. | 727 | $350.6K | 0.04% | −43−5.6% | Reduced |
| OneAscent Wealth Management LLC | 726 | $351.0K | 0.15% | +49+7.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 729 | $352.9K | 0.05% | +26+3.7% | Added |
| Narus Financial Partners, LLC | 730 | $353.4K | 0.12% | +7+1.0% | Added |
| Cary Street Partner Investment Advisory LLC | 733 | $355.1K | 0.20% | +8+1.1% | Added |
| Ameritas Advisory Services, LLC | 690 | $356.8K | 0.01% | +3+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 740 | $358.2K | 0.01% | −295−28.5% | Reduced |
| Sunbelt Securities, Inc. | 744 | $360.3K | 0.03% | −52−6.5% | Reduced |
| WealthTrust Axiom LLC | 748 | $362.3K | 0.11% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 749 | $362.6K | 0.00% | +749 | New |
| Burke & Herbert Bank & Trust Co | 750 | $363.1K | 0.09% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 752 | $364.1K | 0.43% | −47−5.9% | Reduced |
| Parcion Private Wealth LLC | 756 | $366.0K | 0.03% | +163+27.5% | Added |
| Canal Capital Management, LLC | 756 | $366.0K | 0.06% | −92−10.8% | Reduced |
| Northeast Financial Group, Inc. | 761 | $368.4K | 0.14% | +761 | New |
| Ascent Group, LLC | 766 | $370.8K | 0.02% | +766 | New |
| First Bank & Trust | 770 | $372.8K | 0.07% | −7−0.9% | Reduced |
| OneAscent Financial Services LLC | 768 | $373.0K | 0.02% | +17+2.3% | Added |
| Caldwell Sutter Capital, Inc. | 772 | $373.7K | 0.18% | 00.0% | Unchanged |
| Quantbot Technologies LP | 774 | $374.7K | 0.01% | −951−55.1% | Reduced |
| One Wealth Capital Management, LLC | 774 | $374.7K | 0.20% | +75+10.7% | Added |
| Keystone Financial Group | 736 | $377.8K | 0.04% | −20−2.6% | Reduced |
| First Nebraska Trust Co | 784 | $379.5K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 788 | $380.0K | 0.29% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 789 | $381.2K | 0.11% | +303+62.3% | Added |
| Dakota Wealth Management | 788 | $381.5K | 0.01% | −10−1.3% | Reduced |
| Jump Financial, LLC | 789 | $382.0K | 0.01% | +240+43.7% | Added |
| Clark Capital Management Group, Inc. | 792 | $383.5K | 0.00% | +153+23.9% | Added |
| Spahn Wealth & Retirement LLC | 795 | $384.9K | 0.28% | 00.0% | Unchanged |
| Capital Analysts, LLC | 795 | $385.0K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 797 | $385.8K | 0.04% | +797 | New |
| Schulhoff & Co Inc | 800 | $387.3K | 0.17% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 800 | $387.3K | 0.05% | +800 | New |
| Whittier Trust Co | 804 | $389.2K | 0.01% | −58−6.7% | Reduced |
| Park Place Capital Corp | 808 | $391.2K | 0.11% | −29−3.5% | Reduced |
| Carr Financial Group Corp | 808 | $391.2K | 0.13% | +38+4.9% | Added |
| Grove Bank & Trust | 811 | $392.6K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 811 | $392.7K | 0.03% | −75−8.5% | Reduced |
| Cairn Investment Group, Inc. | 814 | $394.0K | 0.22% | 00.0% | Unchanged |
| Renaissance Group LLC | 814 | $394.1K | 0.02% | −32−3.8% | Reduced |
| Axq Capital, LP | 814 | $394.1K | 0.16% | +814 | New |
| CenterStar Asset Management, LLC | 817 | $395.7K | 0.57% | +817 | New |
| Great Waters Wealth Management | 819 | $396.3K | 0.05% | 00.0% | Unchanged |
| SCS Capital Management LLC | 821 | $397.2K | 0.01% | +821 | New |