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
- +1 vs. Q4 2024
- Shares held
- 83.1M
- +1.56M (+1.9%) vs. Q4 2024
- Total value
- $40.2B
- −$3.21B (−7.4%) vs. Q4 2024
- New holders
- 112
- 494 more added
- Sold out
- 111
- 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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 756 | $366.0K | 0.03% | +163+27.5% | Added |
| Rainier Family Wealth Inc | 752 | $364.1K | 0.43% | −47−5.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 750 | $363.1K | 0.09% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 749 | $362.6K | 0.00% | +749 | New |
| WealthTrust Axiom LLC | 748 | $362.3K | 0.11% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 744 | $360.3K | 0.03% | −52−6.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 740 | $358.2K | 0.01% | −295−28.5% | Reduced |
| Ameritas Advisory Services, LLC | 690 | $356.8K | 0.01% | +3+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 733 | $355.1K | 0.20% | +8+1.1% | Added |
| Narus Financial Partners, LLC | 730 | $353.4K | 0.12% | +7+1.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 729 | $352.9K | 0.05% | +26+3.7% | Added |
| OneAscent Wealth Management LLC | 726 | $351.0K | 0.15% | +49+7.2% | Added |
| Voya Financial Advisors, Inc. | 727 | $350.6K | 0.04% | −43−5.6% | Reduced |
| Kathmere Capital Management, LLC | 721 | $349.0K | 0.03% | +4+0.6% | Added |
| 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 |
| Essex Financial Services, Inc. | 719 | $348.1K | 0.03% | −29−3.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 712 | $344.7K | 0.03% | +21+3.0% | Added |
| WBI Investments | 710 | $343.8K | 0.09% | −778−52.3% | Reduced |
| Ledyard National Bank | 705 | $341.3K | 0.03% | −36−4.9% | Reduced |
| M.E. Allison & Co., Inc. | 705 | $341.3K | 0.34% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 727 | $340.7K | 0.03% | +38+5.5% | Added |
| Mindset Wealth Management, LLC | 698 | $337.9K | 0.13% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 694 | $335.9K | 0.12% | +80+13.0% | Added |
| Hudson Bay Capital Management LP | 690 | $334.0K | 0.00% | +690 | New |
| Cerro Pacific Wealth Advisors LLC | 627 | $334.0K | 0.11% | +51+8.9% | Added |
| IHT Wealth Management, LLC | 689 | $333.3K | 0.01% | −120−14.8% | Reduced |
| MONECO Advisors, LLC | 687 | $332.8K | 0.03% | −52−7.0% | Reduced |
| Smith, Moore & Co. | 684 | $331.1K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 683 | $330.8K | 0.03% | −15−2.1% | Reduced |
| Csenge Advisory Group | 709 | $329.4K | 0.02% | −85−10.7% | Reduced |
| Scotia Capital Inc. | 675 | $326.8K | 0.00% | −910−57.4% | Reduced |
| Fidelis Capital Partners, LLC | 701 | $326.6K | 0.03% | +5+0.7% | Added |
| Astoria Portfolio Advisors LLC. | 688 | $324.5K | 0.11% | −380−35.6% | Reduced |
| Portside Wealth Group, LLC | 670 | $324.4K | 0.05% | −5−0.7% | Reduced |
| Valmark Advisers, Inc. | 668 | $323.6K | 0.00% | −146−17.9% | Reduced |
| Concurrent Investment Advisors, LLC | 668 | $323.2K | 0.01% | +32+5.0% | Added |
| Northwest Bancshares, Inc. | 667 | $322.9K | 0.06% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 647 | $313.2K | 0.01% | −133−17.1% | Reduced |
| YHB Investment Advisors, Inc. | 645 | $312.3K | 0.03% | +157+32.2% | Added |
| WBH Advisory Inc | 643 | $311.3K | 0.03% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 641 | $311.0K | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 641 | $310.3K | 0.04% | +641 | New |
| Equitable Holdings, Inc. | 636 | $307.9K | 0.00% | −46−6.7% | Reduced |
| SPC Financial, Inc. | 635 | $307.4K | 0.03% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 634 | $307.0K | 0.04% | +2+0.3% | Added |
| SlateStone Wealth, LLC | 633 | $306.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 632 | $306.0K | 0.15% | −36−5.4% | Reduced |
| MTM Investment Management, LLC | 626 | $305.9K | 0.12% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 628 | $304.1K | 0.02% | +106+20.3% | Added |
| Cape Cod Five Cents Savings Bank | 646 | $303.5K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 626 | $303.2K | 0.01% | +74+13.4% | Added |
| Chesapeake Wealth Management | 625 | $302.6K | 0.11% | −10−1.6% | Reduced |
| Peoples Financial Services Corp. | 625 | $302.6K | 0.15% | 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 |
| Illumine Investment Management, LLC | 622 | $301.1K | 0.25% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 618 | $299.2K | 0.04% | −14−2.2% | Reduced |
| OneAscent Investment Solutions LLC | 617 | $299.0K | 0.35% | +617 | New |
| NDVR, Inc. | 616 | $298.2K | 0.30% | −24−3.8% | Reduced |
| Argus Investors' Counsel, Inc. | 613 | $296.8K | 0.23% | −7−1.1% | Reduced |
| SeaCrest Wealth Management, LLC | 611 | $295.8K | 0.03% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 610 | $295.1K | 0.02% | +25+4.3% | Added |
| Delta Investment Management, LLC | 607 | $294.1K | 0.06% | +39+6.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 606 | $293.4K | 0.04% | +2+0.3% | Added |
| Dougherty Wealth Advisers LLC | 603 | $291.9K | 0.22% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 602 | $291.3K | 0.02% | +17+2.9% | Added |
| 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 |
| 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 |
| Brookwood Investment Group LLC | 598 | $289.6K | 0.05% | +598 | New |
| Emprise Bank | 594 | $287.6K | 0.15% | −56−8.6% | Reduced |
| GTS Securities LLC | 594 | $287.6K | 0.01% | −15−2.5% | Reduced |
| Wealthstream Advisors, Inc. | 593 | $287.1K | 0.05% | +6+1.0% | Added |
| ICONIQ Capital, LLC | 588 | $284.7K | 0.01% | +159+37.1% | Added |
| Washington Capital Management Inc | 586 | $283.7K | 0.23% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 584 | $282.9K | 0.03% | +4+0.7% | Added |
| Institute for Wealth Management, LLC. | 584 | $282.7K | 0.04% | +20+3.5% | Added |
| Avenue 1 Advisors, LLC | 584 | $282.7K | 0.11% | −11−1.8% | Reduced |
| Five Oceans Advisors | 578 | $279.8K | 0.13% | +3+0.5% | Added |
| Liberty Square Wealth Partners LLC | 577 | $279.4K | 0.11% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 577 | $279.3K | 0.18% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 575 | $278.6K | 0.08% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 572 | $276.9K | 0.29% | +82+16.7% | Added |
| Howard Capital Management Inc. | 571 | $276.4K | 0.01% | −89−13.5% | Reduced |
| David Loasby | 603 | $275.3K | 0.03% | +11+1.9% | Added |
| Westmount Partners, LLC | 568 | $275.0K | 0.08% | 00.0% | Unchanged |
| Accredited Investors Inc. | 568 | $275.0K | 0.02% | +568 | New |
| Apella Capital, LLC | 581 | $274.8K | 0.01% | +23+4.1% | Added |
| Strategic Blueprint, LLC | 565 | $273.8K | 0.01% | +137+32.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 555 | $268.7K | 0.03% | +555 | 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 |
| Wolf Group Capital Advisors | 552 | $267.2K | 0.09% | +552 | New |
| 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 |
| Abel Hall, LLC | 550 | $266.4K | 0.16% | +33+6.4% | Added |
| Wilkins Investment Counsel Inc | 550 | $266.3K | 0.04% | −36−6.1% | Reduced |
| Philadelphia Trust Co | 550 | $266.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 549 | $265.8K | 0.02% | +39+7.6% | Added |