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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 821 | $397.5K | 0.03% | +47+6.1% | Added |
| Advisor Resource Council | 824 | $399.0K | 0.03% | +824 | New |
| New Wave Wealth Advisors LLC | 826 | $399.9K | 0.18% | +12+1.5% | Added |
| Ronald Blue Trust, Inc. | 828 | $400.6K | 0.01% | −79−8.7% | Reduced |
| IFG Advisory, LLC | 830 | $401.9K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 834 | $403.7K | 0.01% | +49+6.2% | Added |
| Fort Washington Investment Advisors Inc | 843 | $408.1K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 844 | $408.6K | 0.02% | +51+6.4% | Added |
| Sendero Wealth Management, LLC | 846 | $409.6K | 0.06% | +6+0.7% | Added |
| HBK Sorce Advisory LLC | 863 | $417.8K | 0.01% | −79−8.4% | Reduced |
| Avestar Capital, LLC | 864 | $418.3K | 0.04% | +212+32.5% | Added |
| Atomi Financial Group, Inc. | 864 | $418.3K | 0.02% | +75+9.5% | Added |
| Plimoth Trust Co LLC | 868 | $420.2K | 0.11% | −75−8.0% | Reduced |
| Hengehold Capital Management LLC | 874 | $423.1K | 0.04% | +11+1.3% | Added |
| Park National Corp | 875 | $423.6K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 876 | $424.1K | 0.07% | −81−8.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 883 | $427.5K | 0.16% | −112−11.3% | Reduced |
| First County Bank | 885 | $428.4K | 0.24% | +10+1.1% | Added |
| Garda Capital Partners LP | 888 | $429.9K | 0.24% | +888 | New |
| Williams Jones Wealth Management, LLC. | 890 | $430.9K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 891 | $431.6K | 0.10% | −25−2.7% | Reduced |
| Advisors Capital Management, LLC | 900 | $435.8K | 0.01% | −11−1.2% | Reduced |
| Cito Capital Group, LLC | 901 | $436.0K | 0.17% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 904 | $437.6K | 0.05% | +12+1.3% | Added |
| Cambridge Financial Group, LLC | 906 | $437.7K | 0.19% | 00.0% | Unchanged |
| Ellevest, Inc. | 907 | $439.1K | 0.03% | +71+8.5% | Added |
| Ausdal Financial Partners, Inc. | 907 | $439.2K | 0.03% | +15+1.7% | Added |
| Change Path, LLC | 911 | $441.0K | 0.01% | +80+9.6% | Added |
| Beaton Management Co. Inc. | 910 | $441.0K | 0.23% | 00.0% | Unchanged |
| Private Trust Co NA | 913 | $442.1K | 0.05% | +17+1.9% | Added |
| Bridgewater Advisors Inc. | 940 | $443.6K | 0.04% | +940 | New |
| Ameritas Investment Partners, Inc. | 917 | $443.9K | 0.02% | −28−3.0% | Reduced |
| Daymark Wealth Partners, LLC | 921 | $445.8K | 0.02% | −9−1.0% | Reduced |
| Genus Capital Management Inc. | 925 | $447.8K | 0.06% | +925 | New |
| Hills Bank & Trust Co | 931 | $450.7K | 0.03% | −28−2.9% | Reduced |
| 3Chopt Investment Partners, LLC | 932 | $451.2K | 0.12% | +932 | New |
| Journey Strategic Wealth LLC | 938 | $454.1K | 0.02% | +27+3.0% | Added |
| Ignite Planners, LLC | 968 | $455.5K | 0.09% | +42+4.5% | Added |
| Hickory Point Bank & Trust | 941 | $455.5K | 0.40% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 941 | $455.5K | 0.02% | −9−0.9% | Reduced |
| Somerset Trust Co | 946 | $458.0K | 0.16% | +186+24.5% | Added |
| ERn Financial, LLC | 948 | $458.9K | 0.07% | −16−1.7% | Reduced |
| Modern Wealth Management, LLC | 950 | $460.1K | 0.01% | +102+12.0% | Added |
| Bailard, Inc. | 954 | $461.8K | 0.01% | +2+0.2% | Added |
| Entruity Wealth, LLC | 960 | $464.7K | 0.44% | 00.0% | Unchanged |
| Cigna Investments Inc | 963 | $467.0K | 0.09% | −47−4.7% | Reduced |
| Exchange Traded Concepts, LLC | 971 | $470.1K | 0.01% | +806+488.5% | Added |
| Simplicity Wealth,LLC | 976 | $472.5K | 0.04% | −77−7.3% | Reduced |
| Ocean Capital Management, LLC | 978 | $473.6K | 0.11% | +1+0.1% | Added |
| Rothschild Investment LLC | 983 | $475.9K | 0.03% | +17+1.8% | Added |
| MV Capital Management, Inc. | 991 | $479.8K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 993 | $480.6K | 0.01% | 00.0% | Unchanged |
| Enzi Wealth | 1,017 | $482.1K | 0.20% | −96−8.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 999 | $483.6K | 0.06% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 999 | $483.6K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,000 | $484.1K | 0.09% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,000 | $484.1K | 0.07% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,000 | $484.1K | 0.10% | +85+9.3% | Added |
| MJP Associates Inc | 1,006 | $487.0K | 0.09% | +138+15.9% | Added |
| Pinnacle Financial Partners Inc | 1,012 | $489.9K | 0.01% | −104−9.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,015 | $491.3K | 0.12% | +10+1.0% | Added |
| Ransom Advisory, Ltd | 1,020 | $493.8K | 0.24% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,020 | $493.8K | 0.06% | +172+20.3% | Added |
| Woodmont Investment Counsel LLC | 1,026 | $496.7K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,029 | $498.2K | 0.03% | +1,029 | New |
| Everett Harris & Co | 1,031 | $499.1K | 0.01% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,036 | $501.5K | 0.14% | −6−0.6% | Reduced |
| Cetera Trust Company, N.A | 1,050 | $508.3K | 0.32% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,053 | $509.8K | 2.46% | −56−5.0% | Reduced |
| Burt Wealth Advisors | 1,059 | $512.7K | 0.13% | −2−0.2% | Reduced |
| Evercore Wealth Management, LLC | 1,060 | $513.2K | 0.01% | −5−0.5% | Reduced |
| McLean Asset Management Corp | 1,206 | $513.8K | 0.17% | −7−0.6% | Reduced |
| Impact Partnership Wealth, LLC | 1,065 | $515.7K | 0.11% | +108+11.3% | Added |
| Independence Bank of Kentucky | 1,081 | $523.3K | 0.08% | −25−2.3% | Reduced |
| Aries Wealth Management | 1,082 | $523.8K | 0.14% | 00.0% | Unchanged |
| Beacon Financial Group | 1,082 | $523.8K | 0.06% | −41−3.7% | Reduced |
| Loomis Sayles & Co L P | 1,082 | $524.0K | 0.00% | 00.0% | Unchanged |
| McRae Capital Management Inc | 1,085 | $525.3K | 0.11% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,091 | $528.0K | 0.42% | 00.0% | Unchanged |
| Inceptionr LLC | 1,091 | $528.2K | 0.16% | −188−14.7% | Reduced |
| First Business Financial Services, Inc. | 1,093 | $529.1K | 0.05% | 00.0% | Unchanged |
| Keel Point, LLC | 1,096 | $530.6K | 0.04% | +92+9.2% | Added |
| Segment Wealth Management, LLC | 1,101 | $533.0K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,105 | $534.7K | 0.01% | −140−11.2% | Reduced |
| Contravisory Investment Management, Inc. | 1,111 | $537.8K | 0.11% | −14−1.2% | Reduced |
| Unique Wealth Strategies, LLC | 1,112 | $538.4K | 0.24% | +59+5.6% | Added |
| Frederick Financial Consultants, LLC | 1,121 | $542.5K | 0.39% | +6+0.5% | Added |
| Michels Family Financial, LLC | 1,125 | $544.5K | 0.49% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,127 | $545.6K | 0.04% | −103−8.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,127 | $545.6K | 0.04% | +1,127 | New |
| Ellenbecker Investment Group | 1,128 | $546.5K | 0.10% | +1,128 | New |
| Checchi Capital Advisers, LLC | 1,129 | $546.6K | 0.04% | +1+0.1% | Added |
| Sagespring Wealth Partners, LLC | 1,132 | $547.9K | 0.01% | +118+11.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,134 | $549.0K | 0.01% | +8+0.7% | Added |
| Edgestream Partners, L.P. | 1,134 | $549.0K | 0.02% | −601−34.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,143 | $553.3K | 0.03% | +111+10.8% | Added |
| BLB&B Advisors, LLC | 1,143 | $553.3K | 0.03% | +372+48.2% | Added |
| B&L Asset Management LLC | 1,147 | $555.3K | 0.36% | +67+6.2% | Added |
| Fire Capital Management LLC | 1,150 | $556.7K | 0.41% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,155 | $559.1K | 0.38% | −89−7.2% | Reduced |