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 |
|---|---|---|---|---|---|
| Cary Street Partners Financial LLC | 1,655 | $801.2K | 0.03% | +10+0.6% | Added |
| TigerOak Management, L.L.C. | 1,658 | $802.7K | 0.31% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,670 | $808.5K | 0.28% | −4−0.2% | Reduced |
| Quest Partners LLC | 1,679 | $812.8K | 0.09% | +1,492+797.9% | Added |
| CSS LLC | 1,680 | $813.3K | 0.06% | +490+41.2% | Added |
| Spinnaker Trust | 1,685 | $815.7K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 1,685 | $815.7K | 0.21% | +1,598+1,836.8% | Added |
| Stonegate Investment Group, LLC | 1,692 | $819.1K | 0.02% | −168−9.0% | Reduced |
| Argent Trust Co | 1,698 | $822.0K | 0.03% | +21+1.3% | Added |
| MUFG Securities Americas Inc. | 1,703 | $824.4K | 0.10% | +271+18.9% | Added |
| Sigma Planning Corp | 1,707 | $826.1K | 0.03% | +1,255+277.7% | Added |
| Moneta Group Investment Advisors LLC | 1,716 | $830.5K | 0.01% | −62−3.5% | Reduced |
| Kestra Investment Management, LLC | 1,718 | $831.7K | 0.03% | −1,537−47.2% | Reduced |
| Quantitative Investment Management, LLC | 1,723 | $834.0K | 0.08% | −28−1.6% | Reduced |
| Smithfield Trust Co | 1,728 | $837.0K | 0.04% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,733 | $838.9K | 0.01% | +253+17.1% | Added |
| Ritholtz Wealth Management | 1,761 | $852.3K | 0.03% | +22+1.3% | Added |
| Assetmark, Inc | 1,763 | $853.4K | 0.00% | −3−0.2% | Reduced |
| AlphaCore Capital LLC | 1,773 | $858.5K | 0.07% | +1,773 | New |
| Stratos Wealth Partners, LTD. | 1,774 | $859.3K | 0.01% | +355+25.0% | Added |
| Syon Capital LLC | 1,778 | $860.9K | 0.07% | +60+3.5% | Added |
| XTX Topco Ltd | 1,784 | $863.7K | 0.04% | −457−20.4% | Reduced |
| Howard Capital Management Group, LLC | 1,787 | $865.1K | 0.07% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,790 | $866.6K | 0.29% | +750+72.1% | Added |
| Legacy Trust | 1,796 | $869.5K | 0.21% | +44+2.5% | Added |
| Dodge & Cox | 1,827 | $884.5K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,827 | $884.5K | 0.06% | +684+59.8% | Added |
| Mather Group, LLC. | 1,833 | $887.3K | 0.01% | +10+0.5% | Added |
| LM Advisors LLC | 1,836 | $889.0K | 0.16% | +1,836 | New |
| AE Wealth Management LLC | 1,851 | $896.1K | 0.01% | +137+8.0% | Added |
| First Citizens Bank & Trust Co | 1,857 | $899.0K | 0.02% | −41−2.2% | Reduced |
| Insigneo Advisory Services, LLC | 1,860 | $900.5K | 0.09% | −32−1.7% | Reduced |
| Frank, Rimerman Advisors LLC | 1,862 | $901.4K | 0.07% | +73+4.1% | Added |
| Quent Capital, LLC | 1,874 | $907.1K | 0.10% | +33+1.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,878 | $909.2K | 0.03% | −2,712−59.1% | Reduced |
| Ballentine Partners, LLC | 1,898 | $918.8K | 0.02% | −363−16.1% | Reduced |
| Gotham Asset Management, LLC | 1,914 | $926.6K | 0.01% | +30+1.6% | Added |
| IFP Advisors, Inc | 1,925 | $932.0K | 0.03% | +99+5.4% | Added |
| Advisors Asset Management, Inc. | 1,941 | $939.7K | 0.02% | −113−5.5% | Reduced |
| US Asset Management LLC | 1,962 | $950.0K | 0.91% | −5−0.3% | Reduced |
| Evergreen Capital Management LLC | 1,982 | $959.5K | 0.03% | +61+3.2% | Added |
| Snowden Capital Advisors LLC | 1,987 | $961.9K | 0.03% | +8+0.4% | Added |
| First Commonwealth Financial Corp | 1,993 | $964.8K | 0.23% | +82+4.3% | Added |
| Adapt Wealth Advisors, LLC | 1,995 | $965.8K | 0.47% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,995 | $966.0K | 0.04% | +1,995 | New |
| Round Rock Advisors, LLC | 2,023 | $979.4K | 0.18% | +3+0.1% | Added |
| RFG Advisory, LLC | 2,049 | $991.7K | 0.03% | −2−0.1% | Reduced |
| Basepoint Wealth LLC | 2,073 | $1.00M | 0.78% | +5+0.2% | Added |
| Gratus Wealth Advisors, LLC | 2,080 | $1.01M | 0.17% | −83−3.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $1.01M | 0.26% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,125 | $1.03M | 0.30% | +82+4.0% | Added |
| LRT Capital Management, LLC | 2,127 | $1.03M | 0.71% | +565+36.2% | Added |
| Wealthspire Advisors, LLC | 2,153 | $1.04M | 0.01% | +75+3.6% | Added |
| Prosperity Consulting Group, LLC | 2,166 | $1.05M | 0.08% | +80+3.8% | Added |
| Stephens Inc | 2,172 | $1.05M | 0.02% | −17−0.8% | Reduced |
| Vishria Bird Financial Group, LLC | 2,174 | $1.05M | 0.36% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 2,174 | $1.05M | 0.11% | −7−0.3% | Reduced |
| Jones Financial Companies LLLP | 2,184 | $1.05M | 0.00% | +510+30.5% | Added |
| Gateway Investment Advisers LLC | 2,181 | $1.06M | 0.01% | +110+5.3% | Added |
| Tower Research Capital LLC (TRC) | 2,184 | $1.06M | 0.03% | −4,478−67.2% | Reduced |
| Lindbrook Capital, LLC | 2,217 | $1.07M | 0.10% | +31+1.4% | Added |
| Banque Cantonale Vaudoise | 2,220 | $1.07M | 0.05% | +2,220 | New |
| Personal Cfo Solutions, LLC | 2,228 | $1.08M | 0.22% | −10−0.4% | Reduced |
| Skba Capital Management LLC | 2,245 | $1.09M | 0.16% | 00.0% | Unchanged |
| Groupama Asset Managment | 2,276 | $1.10M | 0.02% | +399+21.3% | Added |
| Ci Investments Inc. | 2,289 | $1.11M | 0.00% | +246+12.0% | Added |
| V-Square Quantitative Management LLC | 2,328 | $1.13M | 0.16% | +52+2.3% | Added |
| Buckingham Strategic Partners | 2,331 | $1.13M | 0.02% | +694+42.4% | Added |
| HRT Financial LP | 2,345 | $1.14M | 0.01% | −29,649−92.7% | Reduced |
| Hancock Whitney Corp | 2,404 | $1.16M | 0.04% | −542−18.4% | Reduced |
| Farringdon Capital, Ltd. | 2,425 | $1.17M | 0.59% | +2,425 | New |
| Clarius Group, LLC | 2,434 | $1.18M | 0.07% | +1,280+110.9% | Added |
| EPG Wealth Management LLC | 2,439 | $1.18M | 0.33% | +40+1.7% | Added |
| AXS Investments LLC | 2,460 | $1.19M | 0.33% | +58+2.4% | Added |
| Highland Capital Management, LLC | 2,469 | $1.20M | 0.07% | +53+2.2% | Added |
| Vectors Research Management, LLC | 2,480 | $1.20M | 0.42% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,486 | $1.20M | 0.10% | +58+2.4% | Added |
| Virtus Investment Advisers, Inc. | 2,486 | $1.20M | 0.33% | +2,486 | New |
| Gsa Capital Partners LLP | 2,494 | $1.21M | 0.11% | +1,973+378.7% | Added |
| Graypoint LLC | 2,512 | $1.22M | 0.08% | −272−9.8% | Reduced |
| Copperwynd Financial, LLC | 2,530 | $1.22M | 0.34% | −2−0.1% | Reduced |
| Camden Capital, LLC | 2,539 | $1.23M | 0.13% | −336−11.7% | Reduced |
| Brendel Financial Advisors LLC | 2,544 | $1.23M | 0.75% | 00.0% | Unchanged |
| Pitcairn Co | 2,557 | $1.24M | 0.07% | −37−1.4% | Reduced |
| Lebenthal Global Advisors, LLC | 2,557 | $1.24M | 0.23% | +158+6.6% | Added |
| Signaturefd, LLC | 2,574 | $1.25M | 0.02% | +91+3.7% | Added |
| Avantax Advisory Services, Inc. | 2,579 | $1.25M | 0.01% | +158+6.5% | Added |
| iA Global Asset Management Inc. | 2,593 | $1.25M | 0.02% | +740+39.9% | Added |
| Gator Capital Management, LLC | 2,600 | $1.26M | 0.48% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,639 | $1.28M | 0.04% | +625+31.0% | Added |
| Smartleaf Asset Management LLC | 2,650 | $1.28M | 0.12% | +69+2.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,657 | $1.29M | 0.04% | −232−8.0% | Reduced |
| Argyle Capital Partners, LLC | 2,685 | $1.30M | 1.11% | 00.0% | Unchanged |
| HM Payson & Co | 2,696 | $1.31M | 0.02% | +163+6.4% | Added |
| Old North State Trust, LLC | 2,455 | $1.31M | 0.83% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,700 | $1.31M | 0.02% | −393−12.7% | Reduced |
| Cavalier Investments, LLC | 2,709 | $1.31M | 0.45% | −4−0.1% | Reduced |
| Fayez Sarofim & Co | 2,716 | $1.31M | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 2,717 | $1.32M | 0.27% | −1,480−35.3% | Reduced |
| Boothbay Fund Management, LLC | 2,723 | $1.32M | 0.05% | +2,723 | New |