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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 1,479 | $716.0K | 0.03% | +92+6.6% | Added |
| Private Wealth Asset Management, LLC | 1,478 | $715.5K | 0.10% | +1,478 | New |
| Douglass Winthrop Advisors, LLC | 1,471 | $712.1K | 0.01% | −491−25.0% | Reduced |
| Grimes & Company, Inc. | 1,470 | $711.7K | 0.02% | −7−0.5% | Reduced |
| Burling Wealth Partners, LLC | 1,468 | $710.7K | 0.15% | −413−22.0% | Reduced |
| Arlington Trust Co LLC | 1,468 | $710.7K | 0.15% | +166+12.7% | Added |
| Pettee Investors, Inc. | 1,450 | $702.0K | 0.42% | −700−32.6% | Reduced |
| Sage Mountain Advisors LLC | 1,438 | $695.9K | 0.05% | −6−0.4% | Reduced |
| PFG Investments, LLC | 1,434 | $694.3K | 0.04% | +255+21.6% | Added |
| Spire Wealth Management | 1,429 | $691.8K | 0.02% | +683+91.6% | Added |
| Accel Wealth Management | 1,423 | $688.7K | 0.25% | +8+0.6% | Added |
| NBC Securities, Inc. | 1,423 | $688.0K | 0.06% | +1,422+142,200.0% | Added |
| Farther Finance Advisors, LLC | 1,402 | $685.1K | 0.02% | +531+61.0% | Added |
| West Coast Financial LLC | 1,409 | $682.1K | 0.08% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 1,407 | $681.2K | 0.30% | +1,407 | New |
| Lyell Wealth Management, LP | 1,404 | $679.7K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,401 | $678.4K | 0.02% | −6−0.4% | Reduced |
| Brevan Howard Capital Management LP | 1,392 | $673.9K | 0.02% | +1,392 | New |
| Fundamentun, LLC | 1,391 | $673.6K | 0.04% | +436+45.7% | Added |
| Integrated Advisors Network LLC | 1,384 | $670.0K | 0.03% | −11−0.8% | Reduced |
| Crewe Advisors LLC | 1,378 | $667.1K | 0.09% | +2+0.1% | Added |
| Charter Oak Capital Management, LLC | 1,378 | $667.0K | 0.06% | +10+0.7% | Added |
| Profund Advisors LLC | 1,375 | $665.7K | 0.03% | −124−8.3% | Reduced |
| Pinnacle Associates Ltd | 1,374 | $665.1K | 0.01% | +21+1.6% | Added |
| Pointe Capital Management LLC | 1,372 | $664.2K | 0.39% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,364 | $660.3K | 0.30% | −32−2.3% | Reduced |
| Eastern Bank | 1,364 | $660.3K | 0.01% | −31−2.2% | Reduced |
| Old Port Advisors | 1,361 | $659.0K | 0.20% | +1+0.1% | Added |
| Catalyst Financial Partners LLC | 1,342 | $649.7K | 0.12% | +2+0.1% | Added |
| Abundance Wealth Counselors | 1,327 | $642.0K | 0.13% | +1,327 | New |
| Insight Advisors, LLC | 1,315 | $636.6K | 0.11% | −25−1.9% | Reduced |
| Ontario Teachers Pension Plan Board | 1,307 | $632.7K | 0.01% | +40+3.2% | Added |
| Premier Path Wealth Partners, LLC | 1,305 | $631.8K | 0.10% | +12+0.9% | Added |
| Aigen Investment Management, LP | 1,301 | $629.8K | 0.10% | +1,301 | New |
| Northcape Wealth Management, LLC | 1,300 | $629.3K | 0.20% | −17−1.3% | Reduced |
| Gabelli Funds LLC | 1,300 | $629.3K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,299 | $628.9K | 0.02% | +388+42.6% | Added |
| Harvest Fund Management Co., Ltd | 1,291 | $625.0K | 0.03% | −1,115−46.3% | Reduced |
| Twinbeech Capital LP | 1,291 | $625.0K | 0.01% | −15,861−92.5% | Reduced |
| Legacy Advisors, LLC | 1,287 | $623.0K | 0.07% | +49+4.0% | Added |
| Berkshire Asset Management LLC | 1,247 | $610.0K | 0.03% | −210−14.4% | Reduced |
| Focus Financial Network, Inc. | 1,258 | $609.0K | 0.02% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,251 | $605.6K | 0.01% | +18+1.5% | Added |
| Fox Run Management, L.L.C. | 1,251 | $605.6K | 0.09% | +1,251 | New |
| Y-Intercept (Hong Kong) Ltd | 1,245 | $602.7K | 0.04% | −2,215−64.0% | Reduced |
| Prudential PLC | 1,243 | $601.7K | 0.00% | −574−31.6% | Reduced |
| Panagora Asset Management Inc | 1,242 | $601.3K | 0.00% | +4+0.3% | Added |
| Oliver Luxxe Assets LLC | 1,240 | $600.3K | 0.11% | +230+22.8% | Added |
| Sowell Financial Services LLC | 1,236 | $598.4K | 0.03% | +1,236 | New |
| Schechter Investment Advisors, LLC | 1,234 | $597.6K | 0.05% | −168−12.0% | Reduced |
| Becker Capital Management Inc | 1,225 | $593.0K | 0.02% | −45−3.5% | Reduced |
| Qtron Investments LLC | 1,220 | $590.6K | 0.09% | −1,163−48.8% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $590.6K | 0.11% | 00.0% | Unchanged |
| Conning Inc. | 1,214 | $587.7K | 0.02% | −64,807−98.2% | Reduced |
| St Germain D J Co Inc | 1,212 | $586.7K | 0.03% | −215−15.1% | Reduced |
| ROI Financial Advisors, LLC | 1,207 | $584.1K | 0.42% | +186+18.2% | Added |
| Everpar Advisors LLC | 1,201 | $581.4K | 0.31% | −85−6.6% | Reduced |
| Weil Company, Inc. | 1,200 | $580.9K | 0.17% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,200 | $580.9K | 0.00% | +1,200 | New |
| Great Valley Advisor Group, Inc. | 1,192 | $576.4K | 0.01% | +108+10.0% | Added |
| Arthur M. Cohen & Associates, LLC | 1,184 | $573.2K | 0.11% | +44+3.9% | Added |
| Quantum Financial Advisors, LLC | 1,180 | $571.0K | 0.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,178 | $570.3K | 0.06% | +173+17.2% | Added |
| Perritt Capital Management Inc | 1,177 | $570.1K | 0.31% | −73−5.8% | Reduced |
| Twin Tree Management, LP | 1,174 | $568.3K | 0.01% | +1,174 | New |
| Renasant Bank | 1,173 | $567.9K | 0.38% | −38−3.1% | Reduced |
| EntryPoint Capital, LLC | 1,172 | $567.4K | 0.26% | +1,172 | New |
| Wesbanco Bank Inc | 1,169 | $565.9K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,168 | $565.4K | 0.02% | +37+3.3% | Added |
| Evergreen Wealth Solutions, LLC | 1,155 | $559.1K | 0.38% | −89−7.2% | Reduced |
| Fire Capital Management LLC | 1,150 | $556.7K | 0.41% | 00.0% | Unchanged |
| B&L Asset Management LLC | 1,147 | $555.3K | 0.36% | +67+6.2% | Added |
| BLB&B Advisors, LLC | 1,143 | $553.3K | 0.03% | +372+48.2% | Added |
| EverSource Wealth Advisors, LLC | 1,143 | $553.3K | 0.03% | +111+10.8% | Added |
| Edgestream Partners, L.P. | 1,134 | $549.0K | 0.02% | −601−34.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,134 | $549.0K | 0.01% | +8+0.7% | Added |
| Sagespring Wealth Partners, LLC | 1,132 | $547.9K | 0.01% | +118+11.6% | Added |
| Checchi Capital Advisers, LLC | 1,129 | $546.6K | 0.04% | +1+0.1% | Added |
| Ellenbecker Investment Group | 1,128 | $546.5K | 0.10% | +1,128 | New |
| Trust Asset Management LLC | 1,127 | $545.6K | 0.04% | −103−8.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,127 | $545.6K | 0.04% | +1,127 | New |
| Michels Family Financial, LLC | 1,125 | $544.5K | 0.49% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 1,121 | $542.5K | 0.39% | +6+0.5% | Added |
| Unique Wealth Strategies, LLC | 1,112 | $538.4K | 0.24% | +59+5.6% | Added |
| Contravisory Investment Management, Inc. | 1,111 | $537.8K | 0.11% | −14−1.2% | Reduced |
| Modera Wealth Management, LLC | 1,105 | $534.7K | 0.01% | −140−11.2% | Reduced |
| Segment Wealth Management, LLC | 1,101 | $533.0K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 1,096 | $530.6K | 0.04% | +92+9.2% | Added |
| First Business Financial Services, Inc. | 1,093 | $529.1K | 0.05% | 00.0% | Unchanged |
| Inceptionr LLC | 1,091 | $528.2K | 0.16% | −188−14.7% | Reduced |
| Aurora Private Wealth, Inc. | 1,091 | $528.0K | 0.42% | 00.0% | Unchanged |
| McRae Capital Management Inc | 1,085 | $525.3K | 0.11% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,082 | $524.0K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Group | 1,082 | $523.8K | 0.06% | −41−3.7% | Reduced |
| Aries Wealth Management | 1,082 | $523.8K | 0.14% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,081 | $523.3K | 0.08% | −25−2.3% | Reduced |
| Impact Partnership Wealth, LLC | 1,065 | $515.7K | 0.11% | +108+11.3% | Added |
| McLean Asset Management Corp | 1,206 | $513.8K | 0.17% | −7−0.6% | Reduced |
| Evercore Wealth Management, LLC | 1,060 | $513.2K | 0.01% | −5−0.5% | Reduced |
| Burt Wealth Advisors | 1,059 | $512.7K | 0.13% | −2−0.2% | Reduced |