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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 1,168 | $565.4K | 0.02% | +37+3.3% | Added |
| Wesbanco Bank Inc | 1,169 | $565.9K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,172 | $567.4K | 0.26% | +1,172 | New |
| Renasant Bank | 1,173 | $567.9K | 0.38% | −38−3.1% | Reduced |
| Twin Tree Management, LP | 1,174 | $568.3K | 0.01% | +1,174 | New |
| Perritt Capital Management Inc | 1,177 | $570.1K | 0.31% | −73−5.8% | Reduced |
| Advisor OS, LLC | 1,178 | $570.3K | 0.06% | +173+17.2% | Added |
| Quantum Financial Advisors, LLC | 1,180 | $571.0K | 0.09% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,184 | $573.2K | 0.11% | +44+3.9% | Added |
| Great Valley Advisor Group, Inc. | 1,192 | $576.4K | 0.01% | +108+10.0% | Added |
| Weil Company, Inc. | 1,200 | $580.9K | 0.17% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,200 | $580.9K | 0.00% | +1,200 | New |
| Everpar Advisors LLC | 1,201 | $581.4K | 0.31% | −85−6.6% | Reduced |
| ROI Financial Advisors, LLC | 1,207 | $584.1K | 0.42% | +186+18.2% | Added |
| St Germain D J Co Inc | 1,212 | $586.7K | 0.03% | −215−15.1% | Reduced |
| Conning Inc. | 1,214 | $587.7K | 0.02% | −64,807−98.2% | Reduced |
| Qtron Investments LLC | 1,220 | $590.6K | 0.09% | −1,163−48.8% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $590.6K | 0.11% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,225 | $593.0K | 0.02% | −45−3.5% | Reduced |
| Schechter Investment Advisors, LLC | 1,234 | $597.6K | 0.05% | −168−12.0% | Reduced |
| Sowell Financial Services LLC | 1,236 | $598.4K | 0.03% | +1,236 | New |
| Oliver Luxxe Assets LLC | 1,240 | $600.3K | 0.11% | +230+22.8% | Added |
| Panagora Asset Management Inc | 1,242 | $601.3K | 0.00% | +4+0.3% | Added |
| Prudential PLC | 1,243 | $601.7K | 0.00% | −574−31.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,245 | $602.7K | 0.04% | −2,215−64.0% | Reduced |
| Green Harvest Asset Management LLC | 1,251 | $605.6K | 0.01% | +18+1.5% | Added |
| Fox Run Management, L.L.C. | 1,251 | $605.6K | 0.09% | +1,251 | New |
| Focus Financial Network, Inc. | 1,258 | $609.0K | 0.02% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,247 | $610.0K | 0.03% | −210−14.4% | Reduced |
| Legacy Advisors, LLC | 1,287 | $623.0K | 0.07% | +49+4.0% | Added |
| Twinbeech Capital LP | 1,291 | $625.0K | 0.01% | −15,861−92.5% | Reduced |
| Harvest Fund Management Co., Ltd | 1,291 | $625.0K | 0.03% | −1,115−46.3% | Reduced |
| Summit Trail Advisors, LLC | 1,299 | $628.9K | 0.02% | +388+42.6% | Added |
| Northcape Wealth Management, LLC | 1,300 | $629.3K | 0.20% | −17−1.3% | Reduced |
| Gabelli Funds LLC | 1,300 | $629.3K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,301 | $629.8K | 0.10% | +1,301 | New |
| Premier Path Wealth Partners, LLC | 1,305 | $631.8K | 0.10% | +12+0.9% | Added |
| Ontario Teachers Pension Plan Board | 1,307 | $632.7K | 0.01% | +40+3.2% | Added |
| Insight Advisors, LLC | 1,315 | $636.6K | 0.11% | −25−1.9% | Reduced |
| Abundance Wealth Counselors | 1,327 | $642.0K | 0.13% | +1,327 | New |
| Catalyst Financial Partners LLC | 1,342 | $649.7K | 0.12% | +2+0.1% | Added |
| Old Port Advisors | 1,361 | $659.0K | 0.20% | +1+0.1% | Added |
| 1776 Wealth LLC | 1,364 | $660.3K | 0.30% | −32−2.3% | Reduced |
| Eastern Bank | 1,364 | $660.3K | 0.01% | −31−2.2% | Reduced |
| Pointe Capital Management LLC | 1,372 | $664.2K | 0.39% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,374 | $665.1K | 0.01% | +21+1.6% | Added |
| Profund Advisors LLC | 1,375 | $665.7K | 0.03% | −124−8.3% | Reduced |
| Charter Oak Capital Management, LLC | 1,378 | $667.0K | 0.06% | +10+0.7% | Added |
| Crewe Advisors LLC | 1,378 | $667.1K | 0.09% | +2+0.1% | Added |
| Integrated Advisors Network LLC | 1,384 | $670.0K | 0.03% | −11−0.8% | Reduced |
| Fundamentun, LLC | 1,391 | $673.6K | 0.04% | +436+45.7% | Added |
| Brevan Howard Capital Management LP | 1,392 | $673.9K | 0.02% | +1,392 | New |
| Mission Wealth Management, LP | 1,401 | $678.4K | 0.02% | −6−0.4% | Reduced |
| Lyell Wealth Management, LP | 1,404 | $679.7K | 0.06% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 1,407 | $681.2K | 0.30% | +1,407 | New |
| West Coast Financial LLC | 1,409 | $682.1K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,402 | $685.1K | 0.02% | +531+61.0% | Added |
| NBC Securities, Inc. | 1,423 | $688.0K | 0.06% | +1,422+142,200.0% | Added |
| Accel Wealth Management | 1,423 | $688.7K | 0.25% | +8+0.6% | Added |
| Spire Wealth Management | 1,429 | $691.8K | 0.02% | +683+91.6% | Added |
| PFG Investments, LLC | 1,434 | $694.3K | 0.04% | +255+21.6% | Added |
| Sage Mountain Advisors LLC | 1,438 | $695.9K | 0.05% | −6−0.4% | Reduced |
| Pettee Investors, Inc. | 1,450 | $702.0K | 0.42% | −700−32.6% | Reduced |
| Burling Wealth Partners, LLC | 1,468 | $710.7K | 0.15% | −413−22.0% | Reduced |
| Arlington Trust Co LLC | 1,468 | $710.7K | 0.15% | +166+12.7% | Added |
| Grimes & Company, Inc. | 1,470 | $711.7K | 0.02% | −7−0.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,471 | $712.1K | 0.01% | −491−25.0% | Reduced |
| Private Wealth Asset Management, LLC | 1,478 | $715.5K | 0.10% | +1,478 | New |
| Wedbush Securities Inc | 1,479 | $716.0K | 0.03% | +92+6.6% | Added |
| Forum Financial Management, LP | 1,485 | $719.1K | 0.01% | +1+0.1% | Added |
| Miracle Mile Advisors, LLC | 1,489 | $720.8K | 0.01% | +424+39.8% | Added |
| Pallas Capital Advisors LLC | 1,492 | $722.3K | 0.03% | +1,492 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,493 | $722.8K | 0.03% | −980−39.6% | Reduced |
| Rathbone Brothers plc | 1,496 | $724.2K | 0.00% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 1,496 | $724.2K | 0.01% | −152−9.2% | Reduced |
| N.E.W. Advisory Services LLC | 1,498 | $725.2K | 0.06% | +749+100.0% | Added |
| Transcend Wealth Collective, LLC | 1,505 | $728.7K | 0.05% | +80+5.6% | Added |
| Prime Capital Investment Advisors, LLC | 1,516 | $734.0K | 0.01% | +880+138.4% | Added |
| Stokes Capital Advisors, LLC | 1,518 | $734.9K | 0.19% | +11+0.7% | Added |
| Larson Financial Group LLC | 1,523 | $737.2K | 0.04% | +279+22.4% | Added |
| Everence Capital Management Inc | 1,540 | $746.0K | 0.05% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 1,542 | $746.5K | 0.55% | +10+0.7% | Added |
| LMR Partners LLP | 1,545 | $748.0K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 1,549 | $749.9K | 0.09% | −3−0.2% | Reduced |
| Empirical Asset Management, LLC | 1,550 | $750.2K | 0.26% | −6,721−81.3% | Reduced |
| Benjamin Edwards Inc | 1,572 | $761.4K | 0.01% | +393+33.3% | Added |
| Brighton Jones LLC | 1,575 | $762.3K | 0.02% | +798+102.7% | Added |
| Belpointe Asset Management LLC | 1,588 | $769.2K | 0.04% | −162−9.3% | Reduced |
| Brown Brothers Harriman & Co | 1,595 | $772.2K | 0.01% | +41+2.6% | Added |
| Aptus Capital Advisors, LLC | 1,598 | $773.6K | 0.01% | +349+27.9% | Added |
| Eagle Global Advisors LLC | 1,600 | $774.6K | 0.03% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 1,600 | $774.8K | 0.45% | +4+0.3% | Added |
| Ancora Advisors, LLC | 1,603 | $776.1K | 0.02% | −16−1.0% | Reduced |
| Pennsylvania Capital Management Inc | 1,606 | $777.5K | 0.29% | −4−0.2% | Reduced |
| J. W. Coons Advisors, LLC | 1,609 | $779.0K | 0.21% | 00.0% | Unchanged |
| Searle & Co. | 1,615 | $782.0K | 0.22% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,621 | $784.8K | 0.04% | +616+61.3% | Added |
| Fort Point Capital Partners LLC | 1,634 | $790.9K | 0.09% | −37−2.2% | Reduced |
| Horizon Investments, LLC | 1,644 | $793.2K | 0.02% | +42+2.6% | Added |
| Pensionmark Financial Group, LLC | 1,654 | $800.4K | 0.02% | +27+1.7% | Added |