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 |
|---|---|---|---|---|---|
| Dakota Community Bank & Trust NA | 1,053 | $509.8K | 2.46% | −56−5.0% | Reduced |
| Cetera Trust Company, N.A | 1,050 | $508.3K | 0.32% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,036 | $501.5K | 0.14% | −6−0.6% | Reduced |
| Everett Harris & Co | 1,031 | $499.1K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,029 | $498.2K | 0.03% | +1,029 | New |
| Woodmont Investment Counsel LLC | 1,026 | $496.7K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,020 | $493.8K | 0.06% | +172+20.3% | Added |
| Ransom Advisory, Ltd | 1,020 | $493.8K | 0.24% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,015 | $491.3K | 0.12% | +10+1.0% | Added |
| Pinnacle Financial Partners Inc | 1,012 | $489.9K | 0.01% | −104−9.3% | Reduced |
| MJP Associates Inc | 1,006 | $487.0K | 0.09% | +138+15.9% | Added |
| Founders Capital Management, LLC | 1,000 | $484.1K | 0.09% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,000 | $484.1K | 0.07% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,000 | $484.1K | 0.10% | +85+9.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 999 | $483.6K | 0.06% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 999 | $483.6K | 0.04% | 00.0% | Unchanged |
| Enzi Wealth | 1,017 | $482.1K | 0.20% | −96−8.6% | Reduced |
| Harbour Investments, Inc. | 993 | $480.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 991 | $479.8K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 983 | $475.9K | 0.03% | +17+1.8% | Added |
| Ocean Capital Management, LLC | 978 | $473.6K | 0.11% | +1+0.1% | Added |
| Simplicity Wealth,LLC | 976 | $472.5K | 0.04% | −77−7.3% | Reduced |
| Exchange Traded Concepts, LLC | 971 | $470.1K | 0.01% | +806+488.5% | Added |
| Cigna Investments Inc | 963 | $467.0K | 0.09% | −47−4.7% | Reduced |
| Entruity Wealth, LLC | 960 | $464.7K | 0.44% | 00.0% | Unchanged |
| Bailard, Inc. | 954 | $461.8K | 0.01% | +2+0.2% | Added |
| Modern Wealth Management, LLC | 950 | $460.1K | 0.01% | +102+12.0% | Added |
| ERn Financial, LLC | 948 | $458.9K | 0.07% | −16−1.7% | Reduced |
| Somerset Trust Co | 946 | $458.0K | 0.16% | +186+24.5% | Added |
| Johnson Financial Group, Inc. | 941 | $455.5K | 0.02% | −9−0.9% | Reduced |
| Hickory Point Bank & Trust | 941 | $455.5K | 0.40% | 00.0% | Unchanged |
| Ignite Planners, LLC | 968 | $455.5K | 0.09% | +42+4.5% | Added |
| Journey Strategic Wealth LLC | 938 | $454.1K | 0.02% | +27+3.0% | Added |
| 3Chopt Investment Partners, LLC | 932 | $451.2K | 0.12% | +932 | New |
| Hills Bank & Trust Co | 931 | $450.7K | 0.03% | −28−2.9% | Reduced |
| Genus Capital Management Inc. | 925 | $447.8K | 0.06% | +925 | New |
| Daymark Wealth Partners, LLC | 921 | $445.8K | 0.02% | −9−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 917 | $443.9K | 0.02% | −28−3.0% | Reduced |
| Bridgewater Advisors Inc. | 940 | $443.6K | 0.04% | +940 | New |
| Private Trust Co NA | 913 | $442.1K | 0.05% | +17+1.9% | Added |
| Beaton Management Co. Inc. | 910 | $441.0K | 0.23% | 00.0% | Unchanged |
| Change Path, LLC | 911 | $441.0K | 0.01% | +80+9.6% | Added |
| Ausdal Financial Partners, Inc. | 907 | $439.2K | 0.03% | +15+1.7% | Added |
| Ellevest, Inc. | 907 | $439.1K | 0.03% | +71+8.5% | Added |
| Cambridge Financial Group, LLC | 906 | $437.7K | 0.19% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 904 | $437.6K | 0.05% | +12+1.3% | Added |
| Cito Capital Group, LLC | 901 | $436.0K | 0.17% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 900 | $435.8K | 0.01% | −11−1.2% | Reduced |
| Drive Wealth Management, LLC | 891 | $431.6K | 0.10% | −25−2.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 890 | $430.9K | 0.01% | 00.0% | Unchanged |
| Garda Capital Partners LP | 888 | $429.9K | 0.24% | +888 | New |
| First County Bank | 885 | $428.4K | 0.24% | +10+1.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 883 | $427.5K | 0.16% | −112−11.3% | Reduced |
| Colonial Trust Co | 876 | $424.1K | 0.07% | −81−8.5% | Reduced |
| Park National Corp | 875 | $423.6K | 0.02% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 874 | $423.1K | 0.04% | +11+1.3% | Added |
| Plimoth Trust Co LLC | 868 | $420.2K | 0.11% | −75−8.0% | Reduced |
| Atomi Financial Group, Inc. | 864 | $418.3K | 0.02% | +75+9.5% | Added |
| Avestar Capital, LLC | 864 | $418.3K | 0.04% | +212+32.5% | Added |
| HBK Sorce Advisory LLC | 863 | $417.8K | 0.01% | −79−8.4% | Reduced |
| Sendero Wealth Management, LLC | 846 | $409.6K | 0.06% | +6+0.7% | Added |
| Leavell Investment Management, Inc. | 844 | $408.6K | 0.02% | +51+6.4% | Added |
| Fort Washington Investment Advisors Inc | 843 | $408.1K | 0.00% | 00.0% | Unchanged |
| Busey Wealth Management | 834 | $403.7K | 0.01% | +49+6.2% | Added |
| IFG Advisory, LLC | 830 | $401.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 828 | $400.6K | 0.01% | −79−8.7% | Reduced |
| New Wave Wealth Advisors LLC | 826 | $399.9K | 0.18% | +12+1.5% | Added |
| Advisor Resource Council | 824 | $399.0K | 0.03% | +824 | New |
| PDS Planning, Inc | 821 | $397.5K | 0.03% | +47+6.1% | Added |
| SCS Capital Management LLC | 821 | $397.2K | 0.01% | +821 | New |
| Great Waters Wealth Management | 819 | $396.3K | 0.05% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 817 | $395.7K | 0.57% | +817 | New |
| Renaissance Group LLC | 814 | $394.1K | 0.02% | −32−3.8% | Reduced |
| Axq Capital, LP | 814 | $394.1K | 0.16% | +814 | New |
| Cairn Investment Group, Inc. | 814 | $394.0K | 0.22% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 811 | $392.7K | 0.03% | −75−8.5% | Reduced |
| Grove Bank & Trust | 811 | $392.6K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 808 | $391.2K | 0.11% | −29−3.5% | Reduced |
| Carr Financial Group Corp | 808 | $391.2K | 0.13% | +38+4.9% | Added |
| Whittier Trust Co | 804 | $389.2K | 0.01% | −58−6.7% | Reduced |
| Schulhoff & Co Inc | 800 | $387.3K | 0.17% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 800 | $387.3K | 0.05% | +800 | New |
| Qsemble Capital Management, LP | 797 | $385.8K | 0.04% | +797 | New |
| Capital Analysts, LLC | 795 | $385.0K | 0.01% | 00.0% | Unchanged |
| Spahn Wealth & Retirement LLC | 795 | $384.9K | 0.28% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 792 | $383.5K | 0.00% | +153+23.9% | Added |
| Jump Financial, LLC | 789 | $382.0K | 0.01% | +240+43.7% | Added |
| Dakota Wealth Management | 788 | $381.5K | 0.01% | −10−1.3% | Reduced |
| Interchange Capital Partners, LLC | 789 | $381.2K | 0.11% | +303+62.3% | Added |
| Pin Oak Investment Advisors Inc | 788 | $380.0K | 0.29% | 00.0% | Unchanged |
| First Nebraska Trust Co | 784 | $379.5K | 0.04% | 00.0% | Unchanged |
| Keystone Financial Group | 736 | $377.8K | 0.04% | −20−2.6% | Reduced |
| Quantbot Technologies LP | 774 | $374.7K | 0.01% | −951−55.1% | Reduced |
| One Wealth Capital Management, LLC | 774 | $374.7K | 0.20% | +75+10.7% | Added |
| Caldwell Sutter Capital, Inc. | 772 | $373.7K | 0.18% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 768 | $373.0K | 0.02% | +17+2.3% | Added |
| First Bank & Trust | 770 | $372.8K | 0.07% | −7−0.9% | Reduced |
| Ascent Group, LLC | 766 | $370.8K | 0.02% | +766 | New |
| Northeast Financial Group, Inc. | 761 | $368.4K | 0.14% | +761 | New |
| Canal Capital Management, LLC | 756 | $366.0K | 0.06% | −92−10.8% | Reduced |