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, Q2 2025
Institutional positions in Ameriprise Financial Inc as of Jun 30, 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
- 1,362
- +14 vs. Q1 2025
- Shares held
- 80.7M
- −2.26M (−2.7%) vs. Q1 2025
- Total value
- $43.0B
- +$2.95B (+7.3%) vs. Q1 2025
- New holders
- 119
- 466 more added
- Sold out
- 105
- 503 more reduced
21 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 175,953 | $93.9M | 1.17% | −2,578−1.4% | Reduced |
| Captrust Financial Advisors | 176,010 | $93.9M | 0.21% | +6,045+3.6% | Added |
| California Public Employees Retirement System | 177,790 | $94.9M | 0.06% | +2,060+1.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 182,296 | $97.3M | 0.08% | +12,489+7.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 186,571 | $99.6M | 0.18% | −7,436−3.8% | Reduced |
| Qube Research & Technologies Ltd | 196,208 | $104.7M | 0.15% | +9,579+5.1% | Added |
| SEI Investments Co | 200,534 | $107.0M | 0.12% | −35,419−15.0% | Reduced |
| Bank of Montreal | 208,605 | $111.3M | 0.06% | −33,329−13.8% | Reduced |
| Raymond James Financial Inc | 210,961 | $112.6M | 0.04% | +12,147+6.1% | Added |
| Rhumbline Advisers | 212,542 | $113.4M | 0.10% | −1,818−0.8% | Reduced |
| Sterling Capital Management LLC | 214,844 | $114.7M | 1.63% | −16,852−7.3% | Reduced |
| Victory Capital Management Inc | 224,224 | $119.7M | 0.08% | +36,396+19.4% | Added |
| Franklin Resources Inc | 225,108 | $120.1M | 0.03% | −31,443−12.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 229,794 | $122.6M | 0.08% | +10,768+4.9% | Added |
| Millennium Management LLC | 249,712 | $133.3M | 0.12% | +204,000+446.3% | Added |
| Swedbank AB | 253,739 | $135.4M | 0.15% | +253,739 | New |
| American Century Companies Inc | 257,656 | $137.5M | 0.07% | +14,887+6.1% | Added |
| Close Asset Management Ltd | 259,897 | $138.7M | 4.05% | −35,550−12.0% | Reduced |
| Massachusetts Financial Services Co | 262,833 | $140.3M | 0.04% | +20,388+8.4% | Added |
| Principal Financial Group Inc | 264,834 | $141.3M | 0.07% | −3,383−1.3% | Reduced |
| CIBC Private Wealth Group, LLC | 269,432 | $143.8M | 0.26% | −70,692−20.8% | Reduced |
| LSV Asset Management | 274,070 | $146.3M | 0.34% | −112,870−29.2% | Reduced |
| Silvercrest Asset Management Group LLC | 274,965 | $146.8M | 0.99% | −11,935−4.2% | Reduced |
| Maj Invest Holding A/S | 330,200 | $176.2M | 6.17% | −2,909−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 333,016 | $177.7M | 0.29% | −105,580−24.1% | Reduced |
| Price T Rowe Associates Inc | 350,067 | $186.8M | 0.02% | +18,312+5.5% | Added |
| The PNC Financial Services Group, Inc. | 350,152 | $186.9M | 0.12% | −14,769−4.0% | Reduced |
| Thrivent Financial for Lutherans | 356,896 | $190.5M | 0.42% | −53,318−13.0% | Reduced |
| Barclays PLC | 385,943 | $206.0M | 0.08% | +136,775+54.9% | Added |
| Amundi | 382,219 | $207.3M | 0.07% | −108,947−22.2% | Reduced |
| Epoch Investment Partners, Inc. | 397,435 | $212.1M | 1.10% | −36,412−8.4% | Reduced |
| First Trust Advisors LP | 412,966 | $220.4M | 0.18% | −150,368−26.7% | Reduced |
| TD Asset Management Inc | 450,909 | $240.7M | 0.21% | −47,341−9.5% | Reduced |
| HSBC Holdings PLC | 491,058 | $262.1M | 0.17% | +112,784+29.8% | Added |
| AQR Capital Management LLC | 497,873 | $265.3M | 0.22% | +67,106+15.6% | Added |
| Legal & General Group Plc | 568,726 | $303.5M | 0.08% | −36,067−6.0% | Reduced |
| Beutel, Goodman & Co Ltd. | 570,080 | $304.3M | 1.73% | +86,983+18.0% | Added |
| Charles Schwab Investment Management Inc | 605,459 | $323.2M | 0.06% | +3,493+0.6% | Added |
| Envestnet Asset Management Inc | 625,497 | $333.8M | 0.10% | −20,475−3.2% | Reduced |
| Bank of America Corp | 658,092 | $351.2M | 0.03% | −89,781−12.0% | Reduced |
| Royal Bank of Canada | 690,441 | $368.5M | 0.07% | −42,595−5.8% | Reduced |
| Lyrical Asset Management LP | 720,660 | $384.6M | 5.55% | −66,700−8.5% | Reduced |
| Federated Hermes, Inc. | 747,083 | $398.7M | 0.75% | +136,761+22.4% | Added |
| FMR LLC | 802,120 | $428.1M | 0.02% | −33,837−4.0% | Reduced |
| Bank of New York Mellon Corp | 828,220 | $442.0M | 0.08% | −76,817−8.5% | Reduced |
| Deutsche Bank AG | 837,871 | $447.2M | 0.16% | +17,602+2.1% | Added |
| Invesco Ltd. | 885,447 | $472.6M | 0.08% | +71,109+8.7% | Added |
| Goldman Sachs Group Inc | 1,054,808 | $563.0M | 0.09% | −130,895−11.0% | Reduced |
| Dimensional Fund Advisors LP | 1,071,884 | $572.1M | 0.13% | −17,664−1.6% | Reduced |
| Nuveen, LLC | 1,075,032 | $573.8M | 0.16% | +105,554+10.9% | Added |
| Boston Partners | 1,179,876 | $629.7M | 0.70% | +35,500+3.1% | Added |
| UBS Asset Management Americas Inc | 1,211,120 | $646.4M | 0.13% | −1,033,668−46.0% | Reduced |
| Northern Trust Corp | 1,242,424 | $663.1M | 0.09% | +5,493+0.4% | Added |
| UBS Group AG | 1,278,522 | $682.4M | 0.14% | −86,423−6.3% | Reduced |
| Norges Bank | 1,299,788 | $693.7M | 0.09% | +13,563+1.1% | Added |
| Morgan Stanley | 2,286,605 | $1.22B | 0.08% | −2000.0% | Reduced |
| Aristotle Capital Management, LLC | 2,547,591 | $1.36B | 2.62% | −616,166−19.5% | Reduced |
| Geode Capital Management, LLC | 2,818,428 | $1.50B | 0.11% | +47,584+1.7% | Added |
| State Street Corp | 4,401,193 | $2.35B | 0.09% | −85,129−1.9% | Reduced |
| JPMorgan Chase & Co | 6,270,995 | $3.35B | 0.23% | +446,080+7.7% | Added |
| BlackRock, Inc. | 9,483,179 | $5.06B | 0.10% | +45,489+0.5% | Added |
| Vanguard Group Inc | 12,432,261 | $6.64B | 0.11% | +111,386+0.9% | Added |
| Agf Management Ltd | 0 | $0 | 0.00% | −313,966−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −107,141−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −72,083−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −61,487−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −32,237−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −26,751−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,503−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −10,970−100.0% | Sold out |
| Quartz Partners, LLC | 0 | $0 | 0.00% | −6,858−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,394−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −6,384−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,997−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −5,182−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,833−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −4,539−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −4,083−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −2,731−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −2,593−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −2,469−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,827−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,723−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −1,545−100.0% | Sold out |
| Stokes Capital Advisors, LLC | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| West Coast Financial LLC | 0 | $0 | 0.00% | −1,409−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,172−100.0% | Sold out |