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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 11,641 | $5.64M | 0.04% | −3,717−24.2% | Reduced |
| Arjuna Capital | 11,570 | $5.60M | 1.55% | −1,310−10.2% | Reduced |
| Level Four Advisory Services, LLC | 11,485 | $5.56M | 0.23% | −1,359−10.6% | Reduced |
| Mackenzie Financial Corp | 11,420 | $5.53M | 0.01% | +850+8.0% | Added |
| Bokf, NA | 11,258 | $5.45M | 0.10% | −1,411−11.1% | Reduced |
| American Assets Investment Management, LLC | 11,250 | $5.45M | 0.48% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,246 | $5.44M | 0.06% | +207+1.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,207 | $5.43M | 0.01% | +606+5.7% | Added |
| Castellan Group, LLC | 10,970 | $5.31M | 1.49% | +5,582+103.6% | Added |
| Atria Investments LLC | 10,966 | $5.31M | 0.07% | −4,994−31.3% | Reduced |
| Unisphere Establishment | 10,950 | $5.30M | 0.05% | −9,150−45.5% | Reduced |
| Equitable Trust Co | 10,548 | $5.11M | 0.28% | −2,488−19.1% | Reduced |
| Red Cedar Investment Management, LLC | 10,522 | $5.09M | 0.70% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 10,521 | $5.09M | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,508 | $5.09M | 0.03% | +19+0.2% | Added |
| OP Asset Management Ltd | 10,497 | $5.08M | 0.09% | +10,497 | New |
| Hohimer Wealth Management, LLC | 10,372 | $5.02M | 0.98% | +30+0.3% | Added |
| Kerusso Capital Management LLC | 10,267 | $4.97M | 3.16% | −2,758−21.2% | Reduced |
| Gamco Investors, Inc. Et Al | 10,075 | $4.88M | 0.05% | −110−1.1% | Reduced |
| NorthRock Partners, LLC | 10,058 | $4.87M | 0.16% | −16,220−61.7% | Reduced |
| Atlantic Union Bankshares Corp | 10,040 | $4.86M | 0.29% | +56+0.6% | Added |
| Birch Financial Group, LLC | 10,033 | $4.86M | 4.33% | +33+0.3% | Added |
| Crossmark Global Holdings, Inc. | 9,890 | $4.79M | 0.08% | +2,920+41.9% | Added |
| SOA Wealth Advisors, LLC. | 9,839 | $4.76M | 0.99% | −10−0.1% | Reduced |
| Bulltick Wealth Management, LLC | 9,720 | $4.71M | 1.25% | 00.0% | Unchanged |
| Magnetar Financial LLC | 9,661 | $4.68M | 0.06% | +9,661 | New |
| Natixis | 9,768 | $4.67M | 0.03% | +7,691+370.3% | Added |
| CX Institutional | 9,514 | $4.61M | 0.17% | +8,840+1,311.6% | Added |
| BancorpSouth Bank | 9,285 | $4.49M | 0.32% | −159−1.7% | Reduced |
| Kestra Advisory Services, LLC | 9,264 | $4.48M | 0.02% | −495−5.1% | Reduced |
| Baird Financial Group, Inc. | 9,093 | $4.40M | 0.01% | −909−9.1% | Reduced |
| Impact Asset Management GmbH | 9,020 | $4.37M | 1.71% | +350+4.0% | Added |
| Bridges Investment Management Inc | 8,886 | $4.30M | 0.06% | −152−1.7% | Reduced |
| Burney Co | 8,850 | $4.28M | 0.16% | −162−1.8% | Reduced |
| TD Waterhouse Canada Inc. | 8,739 | $4.27M | 0.03% | +102+1.2% | Added |
| Advisory Services Network, LLC | 8,805 | $4.26M | 0.08% | +206+2.4% | Added |
| Rakuten Investment Management, Inc. | 8,815 | $4.25M | 0.02% | +8,815 | New |
| TD Private Client Wealth LLC | 8,650 | $4.19M | 0.12% | −124−1.4% | Reduced |
| Arkadios Wealth Advisors | 8,625 | $4.18M | 0.16% | +7,352+577.5% | Added |
| Unigestion Holding SA | 8,617 | $4.17M | 0.24% | +5,193+151.7% | Added |
| Chesley Taft & Associates LLC | 8,612 | $4.17M | 0.20% | −546−6.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,595 | $4.16M | 0.00% | −319−3.6% | Reduced |
| De Burlo Group Inc | 8,590 | $4.16M | 0.61% | +1,550+22.0% | Added |
| Jackson Wealth Management, LLC | 8,466 | $4.10M | 0.50% | +2,056+32.1% | Added |
| Reuter James Wealth Management, LLC | 8,436 | $4.08M | 0.71% | −85−1.0% | Reduced |
| Bellwether Advisors, LLC | 8,411 | $4.07M | 0.85% | −5,801−40.8% | Reduced |
| BTC Capital Management, Inc. | 8,340 | $4.04M | 0.37% | +1,078+14.8% | Added |
| Brinker Capital Investments, LLC | 8,243 | $3.99M | 0.04% | +73+0.9% | Added |
| Orion Portfolio Solutions, LLC | 8,243 | $3.99M | 0.04% | +73+0.9% | Added |
| Susquehanna International Group, LLP | 8,222 | $3.98M | 0.01% | −33,379−80.2% | Reduced |
| Oregon Public Employees Retirement Fund | 8,222 | $3.98M | 0.08% | −100−1.2% | Reduced |
| Edmp, Inc. | 8,211 | $3.97M | 3.33% | −189−2.3% | Reduced |
| UniSuper Management Pty Ltd | 8,031 | $3.89M | 0.03% | +394+5.2% | Added |
| SG Americas Securities, LLC | 7,961 | $3.85M | 0.01% | +7,221+975.8% | Added |
| Hilltop Holdings Inc. | 7,935 | $3.84M | 0.24% | +213+2.8% | Added |
| Tower Bridge Advisors | 7,849 | $3.80M | 0.42% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 7,777 | $3.76M | 1.03% | −148−1.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,771 | $3.76M | 0.25% | −120−1.5% | Reduced |
| Vontobel Holding Ltd. | 7,749 | $3.75M | 0.01% | +686+9.7% | Added |
| Mizuho Securities USA LLC | 7,703 | $3.73M | 0.08% | −1,492−16.2% | Reduced |
| Sequoia Financial Advisors, LLC | 7,667 | $3.71M | 0.03% | +938+13.9% | Added |
| Signet Financial Management, LLC | 7,662 | $3.71M | 0.50% | +111+1.5% | Added |
| Fulton Bank, N.A. | 7,640 | $3.70M | 0.15% | −563−6.9% | Reduced |
| Omers Administration Corp | 7,579 | $3.67M | 0.03% | +679+9.8% | Added |
| Diversified Trust Co | 7,536 | $3.65M | 0.09% | −49−0.6% | Reduced |
| ASR Vermogensbeheer N.V. | 7,506 | $3.63M | 0.05% | +7,506 | New |
| Bessemer Group Inc | 7,465 | $3.61M | 0.01% | −8,943−54.5% | Reduced |
| Avanza Fonder AB | 7,300 | $3.61M | 0.12% | −38−0.5% | Reduced |
| Perigon Wealth Management, LLC | 7,400 | $3.58M | 0.09% | −75−1.0% | Reduced |
| Raiffeisen Bank International AG | 7,234 | $3.49M | 0.06% | −1,214−14.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,168 | $3.47M | 0.02% | +356+5.2% | Added |
| Bartlett & Co. Wealth Management LLC | 7,161 | $3.47M | 0.05% | −7−0.1% | Reduced |
| Great Lakes Retirement, Inc. | 7,142 | $3.46M | 0.45% | +121+1.7% | Added |
| Patton Fund Management, Inc. | 7,130 | $3.45M | 0.84% | +7,130 | New |
| Johnson Investment Counsel Inc | 7,115 | $3.44M | 0.03% | +210+3.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,098 | $3.44M | 0.01% | +420+6.3% | Added |
| Dean Investment Associates, LLC | 7,085 | $3.43M | 0.51% | +179+2.6% | Added |
| Great Lakes Advisors, LLC | 7,078 | $3.43M | 0.03% | −712−9.1% | Reduced |
| Trexquant Investment LP | 7,032 | $3.40M | 0.04% | +3,644+107.6% | Added |
| FineMark National Bank & Trust | 7,022 | $3.40M | 0.12% | +28+0.4% | Added |
| Summit Financial, LLC | 6,943 | $3.36M | 0.09% | +1,900+37.7% | Added |
| Carret Asset Management, LLC | 6,918 | $3.35M | 0.38% | −75−1.1% | Reduced |
| TownSquare Capital, LLC | 6,864 | $3.32M | 0.04% | +16+0.2% | Added |
| Quartz Partners, LLC | 6,858 | $3.32M | 2.02% | +834+13.8% | Added |
| Radnor Capital Management, LLC | 6,827 | $3.31M | 0.55% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,738 | $3.26M | 0.02% | −1,940−22.4% | Reduced |
| Great Diamond Partners, LLC | 6,706 | $3.25M | 0.89% | −256−3.7% | Reduced |
| NEOS Investment Management LLC | 6,651 | $3.22M | 0.06% | +1,252+23.2% | Added |
| Kentucky Retirement Systems | 6,568 | $3.18M | 0.10% | −179−2.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,558 | $3.17M | 0.19% | +366+5.9% | Added |
| NorthCrest Asset Manangement, LLC | 6,557 | $3.17M | 0.10% | +232+3.7% | Added |
| New Hampshire Trust | 6,517 | $3.15M | 0.72% | −471−6.7% | Reduced |
| Oak Thistle LLC | 6,394 | $3.10M | 0.62% | +6,394 | New |
| Marvin & Palmer Associates Inc | 6,384 | $3.09M | 4.62% | −7,365−53.6% | Reduced |
| CWM, LLC | 6,353 | $3.08M | 0.01% | +1,833+40.6% | Added |
| Fifth Third Bancorp | 6,304 | $3.05M | 0.01% | +340+5.7% | Added |
| FORA Capital, LLC | 6,255 | $3.03M | 0.31% | −5,763−48.0% | Reduced |
| Boston Private Wealth LLC | 6,254 | $3.03M | 0.12% | −1,801−22.4% | Reduced |
| Family Management Corp | 6,190 | $3.00M | 0.49% | −10.0% | Reduced |
| Savant Capital, LLC | 6,066 | $2.94M | 0.02% | −651−9.7% | Reduced |