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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.

Institutional holdersQ1 2025: 1,369 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,391 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,362 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ1 2025: $40.2B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,362$43.0B
Q1 20251,369$40.2B
Q4 20241,391$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2024.

Institutions holding AMP in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Plante Moran Financial Advisors, LLC18$8.71K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC18$8.71K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP18$8.49K0.00%−7−28.0%Reduced
Sittner & Nelson, LLC17$8.23K0.00%00.0%Unchanged
City State Bank17$8.23K0.00%00.0%Unchanged
Avion Wealth16$8.00K0.00%00.0%Unchanged
Dunhill Financial, LLC16$7.79K0.00%−6−27.3%Reduced
Sachetta, LLC16$7.75K0.00%−5−23.8%Reduced
Silicon Valley Capital Partners15$7.11K0.00%00.0%Unchanged
Highline Wealth Partners LLC14$6.79K0.00%+1+7.7%Added
Raffa Wealth Management, LLC14$6.78K0.00%−19−57.6%Reduced
Catherine Avery Investment Management LLC14$6.78K0.01%00.0%Unchanged
SJS Investment Consulting Inc.14$6.78K0.00%+1+7.7%Added
Fairman Group, LLC12$6.39K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.13$6.29K0.00%+3+30.0%Added
Atlas Capital Advisors LLC12$5.81K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC12$5.81K0.00%+1+9.1%Added
CBIZ Investment Advisory Services, LLC12$5.81K0.00%+12New
Newbridge Financial Services Group, Inc.11$5.50K0.00%00.0%Unchanged
Godsey & Gibb Associates11$5.33K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC11$5.33K0.00%00.0%Unchanged
Granite FO LLC9$4.36K0.00%00.0%Unchanged
Darwin Advisors, LLC7$4.13K0.00%00.0%Unchanged
Vision Financial Markets LLC9$4.08K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.8$4.00K0.00%00.0%Unchanged
Noble Wealth Management PBC8$3.87K0.00%00.0%Unchanged
Bogart Wealth, LLC8$3.87K0.00%+5+166.7%Added
Dogwood Wealth Management LLC7$3.39K0.00%+7New
Union Savings Bank7$3.39K0.00%00.0%Unchanged
Hughes Financial Services, LLC6$2.93K0.00%+6New
WealthTrak Capital Management LLC6$2.90K0.00%−1−14.3%Reduced
Accredited Wealth Management, LLC6$2.90K0.00%00.0%Unchanged
Clark Wealth Partners6$2.90K0.00%00.0%Unchanged
Winch Advisory Services, LLC5$2.45K0.00%00.0%Unchanged
Activest Wealth Management5$2.42K0.00%+5New
Garde Capital, Inc.5$2.42K0.00%+5New
McClarren Financial Advisors, Inc.484$2.00K0.00%+484New
HHM Wealth Advisors, LLC4$1.94K0.00%00.0%Unchanged
Aspect Partners, LLC4$1.94K0.00%−1−20.0%Reduced
Cape Investment Advisory, Inc.4$1.94K0.00%00.0%Unchanged
DAGCO, Inc.4$1.94K0.00%+4New
Principia Wealth Advisory, LLC4$1.89K0.00%+2+100.0%Added
True Wealth Design, LLC3$1.45K0.00%−6−66.7%Reduced
Addison Advisors LLC3$1.45K0.00%00.0%Unchanged
Core Alternative Capital3$1.45K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton3$1.45K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC3$1.45K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.3$1.45K0.00%00.0%Unchanged
BankPlus Trust Department3$1.45K0.00%00.0%Unchanged
WestEnd Advisors, LLC3$1.45K0.00%+1+50.0%Added
Bay Harbor Wealth Management, LLC3$1.45K0.00%+3New
Winnow Wealth LLC3$1.45K0.00%+1+50.0%Added
Mowery & Schoenfeld Wealth Management, LLC2$9720.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.2$9690.00%00.0%Unchanged
American Capital Advisory, LLC2$9690.00%+2New
HFM Investment Advisors, LLC2$9690.00%+2New
NVWM, LLC2$9680.00%00.0%Unchanged
Ruedi Wealth Management, Inc.2$9680.00%00.0%Unchanged
Chesapeake Asset Management LLC2$9680.00%+1+100.0%Added
Perkins Coie Trust Co2$9680.00%+2New
Greenline Partners, LLC2$9680.00%+2New
Bare Financial Services, Inc2$9680.00%+2New
ROSS\JOHNSON & Associates LLC2$9680.02%+2New
Quest 10 Wealth Builders, Inc.1$6870.00%+1New
Private Wealth Management Group, LLC1$4850.00%00.0%Unchanged
Redwood Park Advisors LLC1$4850.00%00.0%Unchanged
Wood Tarver Financial Group, LLC1$4850.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC1$4850.00%+1New
Y.D. More Investments Ltd138$1800.00%+17+14.0%Added
Proequities, Inc.0$00.00%−643−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−57,146−100.0%Sold out
Lombard Odier Asset Management (Europe) Ltd0$00.00%−13,000−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−10,411−100.0%Sold out
Fred Alger Management, LLC0$00.00%−6,977−100.0%Sold out
Estate Counselors, LLC0$00.00%−6,705−100.0%Sold out
First Hawaiian Bank0$00.00%−6,276−100.0%Sold out
Weiss Asset Management LP0$00.00%−4,922−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−4,042−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−3,782−100.0%Sold out
K.J. Harrison & Partners Inc0$00.00%−3,000−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−2,670−100.0%Sold out
Heartland Bank & Trust Co0$00.00%−2,607−100.0%Sold out
IPG Investment Advisors LLC0$00.00%−2,542−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−2,529−100.0%Sold out
Credit Industriel Et Commercial0$00.00%−2,324−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−2,237−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,978−100.0%Sold out
Canada Post Corp Registered Pension Plan0$00.00%−1,865−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−1,849−100.0%Sold out
Angeles Investment Advisors, LLC0$00.00%−1,800−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−1,794−100.0%Sold out
Entropy Technologies, LP0$00.00%−1,794−100.0%Sold out
Mattson Financial Services, LLC0$00.00%−1,910−100.0%Sold out
Wellington Management Group LLP0$00.00%−1,627−100.0%Sold out
Ibex Wealth Advisors0$00.00%−1,565−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−1,550−100.0%Sold out
Jain Global LLC0$00.00%−1,533−100.0%Sold out
Pacific Capital Partners Ltd0$00.00%−1,372−100.0%Sold out
Quantessence Capital LLC0$00.00%−1,362−100.0%Sold out
New Century Financial Group, LLC0$00.00%−1,303−100.0%Sold out