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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 433 | $210.0K | 0.03% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 433 | $209.6K | 0.01% | +433 | New |
| Eisler Capital Management Ltd. | 432 | $209.2K | 0.01% | +276+176.9% | Added |
| Aureus Asset Management, LLC | 432 | $209.1K | 0.01% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 431 | $208.7K | 0.05% | +431 | New |
| Keebeck Alpha, LP | 429 | $207.7K | 0.24% | +429 | New |
| Independent Family Office, LLC | 428 | $207.2K | 0.11% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 428 | $207.1K | 0.04% | +428 | New |
| GHP Investment Advisors, Inc. | 424 | $205.3K | 0.01% | +3+0.7% | Added |
| Walleye Capital LLC | 424 | $205.3K | 0.00% | −77−15.4% | Reduced |
| Geneos Wealth Management Inc. | 424 | $205.3K | 0.01% | +76+21.8% | Added |
| Tortoise Investment Management, LLC | 423 | $204.9K | 0.02% | −52−10.9% | Reduced |
| Macroview Investment Management LLC | 423 | $204.8K | 0.19% | +3+0.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 420 | $203.3K | 0.06% | −128−23.4% | Reduced |
| Wimmer Associates 1, LLC | 390 | $202.7K | 0.11% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 418 | $202.4K | 0.15% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 418 | $202.3K | 0.14% | +418 | New |
| Lansing Street Advisors | 416 | $201.4K | 0.07% | +416 | New |
| Delta Financial Group, Inc. | 395 | $201.0K | 0.05% | +395 | New |
| Weaver Consulting Group | 415 | $200.9K | 0.06% | −24−5.5% | Reduced |
| Harbor Investment Advisory, LLC | 412 | $199.5K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 399 | $193.2K | 0.03% | +63+18.8% | Added |
| State of Wyoming | 398 | $192.7K | 0.03% | +27+7.3% | Added |
| Riverview Trust Co | 390 | $188.8K | 0.19% | −2−0.5% | Reduced |
| GeoWealth Management, LLC | 389 | $188.3K | 0.01% | −315−44.7% | Reduced |
| Bank of Jackson Hole Trust | 330 | $177.3K | 0.11% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 364 | $176.2K | 0.01% | +2+0.6% | Added |
| North Capital, Inc. | 360 | $174.3K | 0.16% | +360 | New |
| United Community Bank | 359 | $173.8K | 0.06% | +18+5.3% | Added |
| Financial Perspectives, Inc | 338 | $163.4K | 0.06% | +1+0.3% | Added |
| Webster Bank, N. A. | 307 | $148.6K | 0.02% | −52−14.5% | Reduced |
| North Star Investment Management Corp. | 307 | $148.6K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 303 | $146.7K | 0.01% | −9−2.9% | Reduced |
| SRS Capital Advisors, Inc. | 294 | $142.3K | 0.01% | +224+320.0% | Added |
| Armstrong Advisory Group, Inc | 265 | $141.1K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 290 | $140.4K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 290 | $140.4K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 285 | $138.0K | 0.06% | −76−21.1% | Reduced |
| Capital A Wealth Management, LLC | 284 | $137.5K | 0.14% | +1+0.4% | Added |
| Field & Main Bank | 280 | $135.5K | 0.05% | −25−8.2% | Reduced |
| Cromwell Holdings LLC | 279 | $135.1K | 0.09% | +6+2.2% | Added |
| Centaurus Financial, Inc. | 276 | $134.0K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 276 | $133.6K | 0.01% | −108−28.1% | Reduced |
| Anchor Investment Management, LLC | 270 | $130.7K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 264 | $127.8K | 0.01% | −7,574−96.6% | Reduced |
| Sentry Investment Management LLC | 296 | $127.0K | 0.09% | −88−22.9% | Reduced |
| S-Bank Fund Management Ltd | 262 | $126.8K | 0.02% | +262 | New |
| Breakwater Investment Management | 261 | $126.4K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $126.4K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 261 | $126.4K | 0.01% | 00.0% | Unchanged |
| Allianz SE | 260 | $125.9K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 263 | $124.7K | 0.03% | +1+0.4% | Added |
| Kiker Wealth Management, LLC | 256 | $123.9K | 0.08% | +256 | New |
| Heritage Wealth Advisors | 254 | $123.0K | 0.01% | −3−1.2% | Reduced |
| Hamilton Capital Partners Inc. | 251 | $121.5K | 0.01% | −7−2.7% | Reduced |
| Coston, McIsaac & Partners | 252 | $121.0K | 0.04% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 250 | $121.0K | 0.00% | +250 | New |
| Wayfinding Financial, LLC | 249 | $120.0K | 0.05% | +249 | New |
| Old Second National Bank of Aurora | 245 | $118.6K | 0.03% | −2−0.8% | Reduced |
| GW&K Investment Management, LLC | 234 | $113.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 220 | $106.5K | 0.08% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 215 | $104.1K | 0.08% | +50+30.3% | Added |
| Versant Capital Management, Inc | 212 | $102.6K | 0.02% | +69+48.3% | Added |
| Motco | 205 | $99.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 205 | $99.2K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 200 | $96.8K | 0.01% | −523−72.3% | Reduced |
| Kimelman & Baird, LLC | 200 | $96.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 197 | $95.4K | 0.03% | −14−6.6% | Reduced |
| Security National Bank | 191 | $92.5K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 186 | $90.0K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 185 | $89.6K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 183 | $88.6K | 0.03% | +11+6.4% | Added |
| Hexagon Capital Partners LLC | 180 | $87.1K | 0.02% | −15−7.7% | Reduced |
| Laurel Wealth Advisors LLC | 177 | $85.7K | 0.01% | +1+0.6% | Added |
| American National Bank | 175 | $84.7K | 0.01% | +7+4.2% | Added |
| Resources Management Corp | 165 | $80.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 165 | $79.9K | 0.04% | −86−34.3% | Reduced |
| Tompkins Financial Corp | 159 | $77.0K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $77.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $77.0K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 159 | $77.0K | 0.03% | +135+562.5% | Added |
| Alpine Bank Wealth Management | 156 | $75.5K | 0.01% | +156 | New |
| High Note Wealth, LLC | 155 | $75.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $74.1K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $73.6K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 150 | $72.6K | 0.01% | −20−11.8% | Reduced |
| Washington Trust Co | 150 | $72.6K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 148 | $71.6K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 145 | $70.4K | 0.02% | +7+5.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $67.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 134 | $64.9K | 0.00% | +1+0.8% | Added |
| Itau Unibanco Holding S.A. | 130 | $63.0K | 0.00% | −14−9.7% | Reduced |
| Westend Capital Management, LLC | 129 | $62.5K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 126 | $61.0K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 125 | $60.5K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 134 | $60.1K | 0.00% | +43+47.3% | Added |
| Tobam | 123 | $60.0K | 0.03% | −36−22.6% | Reduced |
| South State Corp. | 120 | $58.1K | 0.00% | +106+757.1% | Added |
| Battery Global Advisors, LLC | 119 | $57.6K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 113 | $54.9K | 0.00% | +46+68.7% | Added |