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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 548 | $265.3K | 0.01% | +548 | New |
| Shelton Capital Management | 548 | $265.3K | 0.01% | −17−3.0% | Reduced |
| Howard Bailey Securities, LLC | 544 | $263.4K | 0.09% | −127−18.9% | Reduced |
| Walker Asset Management, LLC | 543 | $263.0K | 0.16% | +1+0.2% | Added |
| CWA Asset Management Group, LLC | 540 | $261.4K | 0.01% | +157+41.0% | Added |
| Catalyst Funds Management Pty Ltd | 540 | $261.4K | 0.07% | +540 | New |
| Wealthstar Advisors, LLC | 538 | $260.5K | 0.12% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 537 | $260.0K | 0.14% | −5−0.9% | Reduced |
| Perennial Investment Advisors, LLC | 537 | $259.8K | 0.03% | +7+1.3% | Added |
| Marcum Wealth, LLC | 536 | $259.5K | 0.02% | −7−1.3% | Reduced |
| Concorde Asset Management, LLC | 547 | $258.7K | 0.14% | −1−0.2% | Reduced |
| Rehmann Capital Advisory Group | 533 | $258.2K | 0.02% | +3+0.6% | Added |
| Resonant Capital Advisors, LLC | 531 | $257.1K | 0.02% | +17+3.3% | Added |
| Invesco, LLC | 530 | $256.6K | 0.11% | −606−53.3% | Reduced |
| Tufton Capital Management | 530 | $256.6K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 529 | $256.0K | 0.01% | −119−18.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 527 | $255.0K | 0.02% | −59−10.1% | Reduced |
| JBF Capital, Inc. | 525 | $254.2K | 0.05% | −45−7.9% | Reduced |
| Regimen Wealth, LLC | 525 | $254.1K | 0.08% | +64+13.9% | Added |
| Clifford Swan Investment Counsel LLC | 524 | $253.7K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 524 | $253.5K | 0.02% | −76−12.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 521 | $252.2K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 521 | $252.2K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 521 | $252.0K | 0.04% | +10+2.0% | Added |
| Dynamic Technology Lab Private Ltd | 520 | $251.0K | 0.04% | −650−55.6% | Reduced |
| South Plains Financial, Inc. | 518 | $250.8K | 0.20% | +122+30.8% | Added |
| Trust Point Inc. | 517 | $250.3K | 0.02% | −89−14.7% | Reduced |
| Cidel Asset Management Inc | 516 | $249.8K | 0.02% | −34−6.2% | Reduced |
| River Wealth Advisors LLC | 516 | $249.8K | 0.03% | −3−0.6% | Reduced |
| Alta Advisers Ltd | 516 | $249.8K | 0.11% | +516 | New |
| KCM Investment Advisors LLC | 514 | $248.8K | 0.01% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 512 | $247.9K | 0.12% | +512 | New |
| Princeton Global Asset Management LLC | 510 | $246.9K | 0.05% | −50−8.9% | Reduced |
| Guardian Wealth Advisors, LLC | 509 | $246.4K | 0.02% | +24+4.9% | Added |
| Birchcreek Wealth Management, LLC | 508 | $246.0K | 0.16% | −133−20.7% | Reduced |
| Chicago Partners Investment Group LLC | 510 | $245.0K | 0.01% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 505 | $244.5K | 0.04% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 504 | $244.0K | 0.03% | +11+2.2% | Added |
| Heritage Investment Group, Inc. | 504 | $244.0K | 0.05% | −39−7.2% | Reduced |
| Avantax Planning Partners, Inc. | 503 | $243.5K | 0.01% | −10−1.9% | Reduced |
| Oldfather Financial Services, LLC | 503 | $243.5K | 0.09% | 00.0% | Unchanged |
| Natural Investments, LLC | 504 | $243.0K | 0.07% | −8−1.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 501 | $242.6K | 0.10% | +4+0.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 500 | $242.2K | 0.01% | +109+27.9% | Added |
| Douglas Lane & Associates, LLC | 500 | $242.1K | 0.00% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 500 | $242.1K | 0.14% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 500 | $242.0K | 0.00% | −107,900−99.5% | Reduced |
| Sunbeam Capital Management, LLC | 499 | $241.6K | 0.23% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 499 | $241.6K | 0.01% | +13+2.7% | Added |
| Eagle Bay Advisors LLC | 497 | $240.4K | 0.20% | +82+19.8% | Added |
| Cornerstone Planning Group LLC | 505 | $238.4K | 0.06% | +10+2.0% | Added |
| Clear Creek Financial Management, LLC | 489 | $236.7K | 0.02% | +489 | New |
| Los Angeles Capital Management LLC | 488 | $236.2K | 0.00% | −39,567−98.8% | Reduced |
| Bahl & Gaynor Inc | 487 | $235.8K | 0.00% | +487 | New |
| Revisor Wealth Management LLC | 486 | $235.3K | 0.10% | +486 | New |
| ORG Wealth Partners, LLC | 481 | $235.2K | 0.07% | +481 | New |
| Platform Technology Partners | 484 | $234.3K | 0.07% | +2+0.4% | Added |
| Paragon Private Wealth Management, LLC | 483 | $233.8K | 0.11% | +5+1.0% | Added |
| GenTrust, LLC | 480 | $232.5K | 0.01% | −16−3.2% | Reduced |
| Confluence Investment Management LLC | 480 | $232.4K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 480 | $232.0K | 0.00% | −226−32.0% | Reduced |
| LRI Investments, LLC | 479 | $231.9K | 0.02% | −234−32.8% | Reduced |
| Chicago Capital, LLC | 478 | $231.4K | 0.01% | +478 | New |
| Okabena Investment Services Inc | 477 | $230.9K | 0.06% | +477 | New |
| Private Client Services, LLC | 477 | $230.7K | 0.11% | +1+0.2% | Added |
| Arete Wealth Advisors, LLC | 472 | $229.0K | 0.02% | +9+1.9% | Added |
| Maridea Wealth Management LLC | 473 | $229.0K | 0.07% | +473 | New |
| Rebalance, LLC | 472 | $228.5K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 472 | $228.5K | 0.02% | +3+0.6% | Added |
| Petrus Trust Company, LTA | 471 | $228.0K | 0.02% | −1,459−75.6% | Reduced |
| Old National Bancorp | 471 | $228.0K | 0.01% | +1+0.2% | Added |
| Mutual Advisors, LLC | 489 | $228.0K | 0.01% | −48−8.9% | Reduced |
| Wealthcare Advisory Partners LLC | 470 | $227.6K | 0.01% | +33+7.6% | Added |
| Alpha Family Trust | 470 | $227.5K | 0.13% | 00.0% | Unchanged |
| Horan Securities, Inc. | 469 | $227.0K | 0.09% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 464 | $224.6K | 0.01% | −80−14.7% | Reduced |
| Crews Bank & Trust | 458 | $221.7K | 0.04% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 457 | $221.4K | 0.02% | +42+10.1% | Added |
| Empower Advisory Group, LLC | 457 | $221.2K | 0.00% | −8−1.7% | Reduced |
| Charter Trust Co | 457 | $221.2K | 0.01% | +8+1.8% | Added |
| Washington Trust Advisors, Inc. | 457 | $221.2K | 0.02% | 00.0% | Unchanged |
| Family Firm, Inc. | 457 | $221.0K | 0.05% | +2+0.4% | Added |
| Quotient Wealth Partners, LLC | 454 | $219.8K | 0.01% | +7+1.6% | Added |
| Nwam LLC | 453 | $219.3K | 0.02% | −25−5.2% | Reduced |
| Rockland Trust Co | 452 | $218.8K | 0.01% | −437−49.2% | Reduced |
| Boyd Watterson Asset Management LLC | 450 | $217.9K | 0.07% | 00.0% | Unchanged |
| West Oak Capital, LLC | 450 | $217.8K | 0.08% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 448 | $216.9K | 0.04% | +3+0.7% | Added |
| Avidian Wealth Solutions, LLC | 446 | $215.7K | 0.01% | +3+0.7% | Added |
| Bordeaux Wealth Advisors LLC | 443 | $214.5K | 0.04% | −17−3.7% | Reduced |
| Legacy Financial Advisors, Inc. | 442 | $214.1K | 0.04% | −9−2.0% | Reduced |
| CVA Family Office, LLC | 442 | $214.0K | 0.03% | +7+1.6% | Added |
| Plancorp, LLC | 441 | $213.5K | 0.01% | +20+4.8% | Added |
| Fisher Asset Management, LLC | 440 | $213.2K | 0.00% | +38+9.5% | Added |
| Moors & Cabot, Inc. | 438 | $212.0K | 0.01% | −12−2.7% | Reduced |
| Joel Isaacson & Co., LLC | 437 | $211.6K | 0.01% | −43−9.0% | Reduced |
| Kaufman Rossin Wealth, LLC | 437 | $211.6K | 0.15% | +437 | New |
| Tiemann Investment Advisors, LLC | 436 | $211.1K | 0.10% | −20−4.4% | Reduced |
| one8zero8, LLC | 436 | $211.1K | 0.05% | −3−0.7% | Reduced |
| Marathon Capital Management | 435 | $210.6K | 0.06% | −5−1.1% | Reduced |