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 | 1,363 | $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 |
|---|---|---|---|---|---|
| HRT Financial LP | 2,345 | $1.14M | 0.01% | −29,649−92.7% | Reduced |
| Buckingham Strategic Partners | 2,331 | $1.13M | 0.02% | +694+42.4% | Added |
| V-Square Quantitative Management LLC | 2,328 | $1.13M | 0.16% | +52+2.3% | Added |
| Ci Investments Inc. | 2,289 | $1.11M | 0.00% | +246+12.0% | Added |
| Groupama Asset Managment | 2,276 | $1.10M | 0.02% | +399+21.3% | Added |
| Skba Capital Management LLC | 2,245 | $1.09M | 0.16% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,228 | $1.08M | 0.22% | −10−0.4% | Reduced |
| Banque Cantonale Vaudoise | 2,220 | $1.07M | 0.05% | +2,220 | New |
| Lindbrook Capital, LLC | 2,217 | $1.07M | 0.10% | +31+1.4% | Added |
| Tower Research Capital LLC (TRC) | 2,184 | $1.06M | 0.03% | −4,478−67.2% | Reduced |
| Gateway Investment Advisers LLC | 2,181 | $1.06M | 0.01% | +110+5.3% | Added |
| Jones Financial Companies LLLP | 2,184 | $1.05M | 0.00% | +510+30.5% | Added |
| Kinneret Advisory, LLC | 2,174 | $1.05M | 0.11% | −7−0.3% | Reduced |
| Vishria Bird Financial Group, LLC | 2,174 | $1.05M | 0.36% | 00.0% | Unchanged |
| Stephens Inc | 2,172 | $1.05M | 0.02% | −17−0.8% | Reduced |
| Prosperity Consulting Group, LLC | 2,166 | $1.05M | 0.08% | +80+3.8% | Added |
| Wealthspire Advisors, LLC | 2,153 | $1.04M | 0.01% | +75+3.6% | Added |
| LRT Capital Management, LLC | 2,127 | $1.03M | 0.71% | +565+36.2% | Added |
| Fielder Capital Group LLC | 2,125 | $1.03M | 0.30% | +82+4.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,095 | $1.01M | 0.26% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 2,080 | $1.01M | 0.17% | −83−3.8% | Reduced |
| Basepoint Wealth LLC | 2,073 | $1.00M | 0.78% | +5+0.2% | Added |
| RFG Advisory, LLC | 2,049 | $991.7K | 0.03% | −2−0.1% | Reduced |
| Round Rock Advisors, LLC | 2,023 | $979.4K | 0.18% | +3+0.1% | Added |
| Harbor Capital Advisors, Inc. | 1,995 | $966.0K | 0.04% | +1,995 | New |
| Adapt Wealth Advisors, LLC | 1,995 | $965.8K | 0.47% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 1,993 | $964.8K | 0.23% | +82+4.3% | Added |
| Snowden Capital Advisors LLC | 1,987 | $961.9K | 0.03% | +8+0.4% | Added |
| Evergreen Capital Management LLC | 1,982 | $959.5K | 0.03% | +61+3.2% | Added |
| US Asset Management LLC | 1,962 | $950.0K | 0.91% | −5−0.3% | Reduced |
| Advisors Asset Management, Inc. | 1,941 | $939.7K | 0.02% | −113−5.5% | Reduced |
| IFP Advisors, Inc | 1,925 | $932.0K | 0.03% | +99+5.4% | Added |
| Gotham Asset Management, LLC | 1,914 | $926.6K | 0.01% | +30+1.6% | Added |
| Ballentine Partners, LLC | 1,898 | $918.8K | 0.02% | −363−16.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,878 | $909.2K | 0.03% | −2,712−59.1% | Reduced |
| Quent Capital, LLC | 1,874 | $907.1K | 0.10% | +33+1.8% | Added |
| Frank, Rimerman Advisors LLC | 1,862 | $901.4K | 0.07% | +73+4.1% | Added |
| Insigneo Advisory Services, LLC | 1,860 | $900.5K | 0.09% | −32−1.7% | Reduced |
| First Citizens Bank & Trust Co | 1,857 | $899.0K | 0.02% | −41−2.2% | Reduced |
| AE Wealth Management LLC | 1,851 | $896.1K | 0.01% | +137+8.0% | Added |
| LM Advisors LLC | 1,836 | $889.0K | 0.16% | +1,836 | New |
| Mather Group, LLC. | 1,833 | $887.3K | 0.01% | +10+0.5% | Added |
| Dodge & Cox | 1,827 | $884.5K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 1,827 | $884.5K | 0.06% | +684+59.8% | Added |
| Legacy Trust | 1,796 | $869.5K | 0.21% | +44+2.5% | Added |
| Van Strum & Towne Inc. | 1,790 | $866.6K | 0.29% | +750+72.1% | Added |
| Howard Capital Management Group, LLC | 1,787 | $865.1K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,784 | $863.7K | 0.04% | −457−20.4% | Reduced |
| Syon Capital LLC | 1,778 | $860.9K | 0.07% | +60+3.5% | Added |
| Stratos Wealth Partners, LTD. | 1,774 | $859.3K | 0.01% | +355+25.0% | Added |
| AlphaCore Capital LLC | 1,773 | $858.5K | 0.07% | +1,773 | New |
| Assetmark, Inc | 1,763 | $853.4K | 0.00% | −3−0.2% | Reduced |
| Ritholtz Wealth Management | 1,761 | $852.3K | 0.03% | +22+1.3% | Added |
| Warren Averett Asset Management, LLC | 1,733 | $838.9K | 0.01% | +253+17.1% | Added |
| Smithfield Trust Co | 1,728 | $837.0K | 0.04% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 1,723 | $834.0K | 0.08% | −28−1.6% | Reduced |
| Kestra Investment Management, LLC | 1,718 | $831.7K | 0.03% | −1,537−47.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,716 | $830.5K | 0.01% | −62−3.5% | Reduced |
| Sigma Planning Corp | 1,707 | $826.1K | 0.03% | +1,255+277.7% | Added |
| MUFG Securities Americas Inc. | 1,703 | $824.4K | 0.10% | +271+18.9% | Added |
| Argent Trust Co | 1,698 | $822.0K | 0.03% | +21+1.3% | Added |
| Stonegate Investment Group, LLC | 1,692 | $819.1K | 0.02% | −168−9.0% | Reduced |
| Spinnaker Trust | 1,685 | $815.7K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 1,685 | $815.7K | 0.21% | +1,598+1,836.8% | Added |
| CSS LLC | 1,680 | $813.3K | 0.06% | +490+41.2% | Added |
| Quest Partners LLC | 1,679 | $812.8K | 0.09% | +1,492+797.9% | Added |
| Legacy Capital Group California, Inc. | 1,670 | $808.5K | 0.28% | −4−0.2% | Reduced |
| TigerOak Management, L.L.C. | 1,658 | $802.7K | 0.31% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,655 | $801.2K | 0.03% | +10+0.6% | Added |
| Pensionmark Financial Group, LLC | 1,654 | $800.4K | 0.02% | +27+1.7% | Added |
| Horizon Investments, LLC | 1,644 | $793.2K | 0.02% | +42+2.6% | Added |
| Fort Point Capital Partners LLC | 1,634 | $790.9K | 0.09% | −37−2.2% | Reduced |
| Gladstone Institutional Advisory LLC | 1,621 | $784.8K | 0.04% | +616+61.3% | Added |
| Searle & Co. | 1,615 | $782.0K | 0.22% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,609 | $779.0K | 0.21% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,606 | $777.5K | 0.29% | −4−0.2% | Reduced |
| Ancora Advisors, LLC | 1,603 | $776.1K | 0.02% | −16−1.0% | Reduced |
| Parkshore Wealth Management, Inc. | 1,600 | $774.8K | 0.45% | +4+0.3% | Added |
| Eagle Global Advisors LLC | 1,600 | $774.6K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,598 | $773.6K | 0.01% | +349+27.9% | Added |
| Brown Brothers Harriman & Co | 1,595 | $772.2K | 0.01% | +41+2.6% | Added |
| Belpointe Asset Management LLC | 1,588 | $769.2K | 0.04% | −162−9.3% | Reduced |
| Brighton Jones LLC | 1,575 | $762.3K | 0.02% | +798+102.7% | Added |
| Benjamin Edwards Inc | 1,572 | $761.4K | 0.01% | +393+33.3% | Added |
| Empirical Asset Management, LLC | 1,550 | $750.2K | 0.26% | −6,721−81.3% | Reduced |
| Norden Group LLC | 1,549 | $749.9K | 0.09% | −3−0.2% | Reduced |
| LMR Partners LLP | 1,545 | $748.0K | 0.02% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 1,542 | $746.5K | 0.55% | +10+0.7% | Added |
| Everence Capital Management Inc | 1,540 | $746.0K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,523 | $737.2K | 0.04% | +279+22.4% | Added |
| Stokes Capital Advisors, LLC | 1,518 | $734.9K | 0.19% | +11+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 1,516 | $734.0K | 0.01% | +880+138.4% | Added |
| Transcend Wealth Collective, LLC | 1,505 | $728.7K | 0.05% | +80+5.6% | Added |
| N.E.W. Advisory Services LLC | 1,498 | $725.2K | 0.06% | +749+100.0% | Added |
| Guinness Asset Management LTD | 1,496 | $724.2K | 0.01% | −152−9.2% | Reduced |
| Rathbone Brothers plc | 1,496 | $724.2K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,493 | $722.8K | 0.03% | −980−39.6% | Reduced |
| Pallas Capital Advisors LLC | 1,492 | $722.3K | 0.03% | +1,492 | New |
| Miracle Mile Advisors, LLC | 1,489 | $720.8K | 0.01% | +424+39.8% | Added |
| Forum Financial Management, LP | 1,485 | $719.1K | 0.01% | +1+0.1% | Added |