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
- 1,363
- +15 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
- 120
- 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 |
|---|---|---|---|---|---|
| TFC Financial Management | 39 | $20.8K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 40 | $21.3K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 42 | $22.5K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 43 | $22.9K | 0.00% | +43 | New |
| South State Corp. | 44 | $23.5K | 0.00% | −76−63.3% | Reduced |
| Toth Financial Advisory Corp | 45 | $24.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 45 | $24.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 45 | $24.0K | 0.01% | +42+1,400.0% | Added |
| MCF Advisors LLC | 46 | $24.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 49 | $26.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $26.7K | 0.00% | −3−5.7% | Reduced |
| Wolff Wiese Magana LLC | 50 | $26.7K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $26.7K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $26.7K | 0.00% | +16+47.1% | Added |
| Bangor Savings Bank | 51 | $27.2K | 0.00% | −7−12.1% | Reduced |
| Twin Lakes Capital Management, LLC | 53 | $28.2K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 53 | $28.3K | 0.02% | +22+71.0% | Added |
| Rise Advisors, LLC | 55 | $29.2K | 0.01% | +1+1.9% | Added |
| Piscataqua Savings Bank | 55 | $29.4K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 55 | $29.4K | 0.01% | −50−47.6% | Reduced |
| Mechanics Financial Corp | 55 | $29.4K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 56 | $29.9K | 0.01% | −18−24.3% | Reduced |
| Creative Capital Management Investments LLC | 56 | $29.9K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 60 | $30.3K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 56 | $30.4K | 0.00% | +30+115.4% | Added |
| Bank & Trust Co | 57 | $30.4K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 58 | $31.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 59 | $31.3K | 0.00% | −7−10.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 59 | $31.5K | 0.00% | +1+1.7% | Added |
| Wealth Preservation Advisors, LLC | 60 | $32.0K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 60 | $32.0K | 0.02% | 00.0% | Unchanged |
| Winnow Wealth LLC | 60 | $32.0K | 0.02% | +57+1,900.0% | Added |
| TD Capital Management LLC | 60 | $32.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 61 | $32.6K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 62 | $33.1K | 0.01% | +9+17.0% | Added |
| Clear Street Markets LLC | 64 | $34.2K | 0.01% | +64 | New |
| Redmont Wealth Advisors LLC | 65 | $34.7K | 0.05% | +65 | New |
| Mascoma Wealth Management LLC | 66 | $35.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 67 | $35.8K | 0.00% | −16−19.3% | Reduced |
| WFA of San Diego, LLC | 68 | $36.3K | 0.03% | +68 | New |
| Atlantic Trust, LLC | 69 | $36.8K | 0.01% | +1+1.5% | Added |
| Roble, Belko & Company, Inc | 69 | $37.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 70 | $37.4K | 0.02% | +24+52.2% | Added |
| Hager Investment Management Services, LLC | 75 | $40.0K | 0.02% | +40+114.3% | Added |
| SBI Securities Co., Ltd. | 78 | $41.6K | 0.00% | −2−2.5% | Reduced |
| Adirondack Trust Co | 79 | $42.2K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 79 | $42.3K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 80 | $42.7K | 0.01% | +80 | New |
| Hantz Financial Services, Inc. | 85 | $45.0K | 0.00% | +32+60.4% | Added |
| Albion Financial Group | 87 | $46.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 88 | $46.7K | 0.00% | −25−22.1% | Reduced |
| Millstone Evans Group, LLC | 88 | $47.0K | 0.03% | 00.0% | Unchanged |
| Promus Capital, LLC | 88 | $47.0K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $49.1K | 0.01% | +1+1.1% | Added |
| Asset Dedication, LLC | 97 | $51.8K | 0.00% | +4+4.3% | Added |
| Covestor Ltd | 96 | $52.0K | 0.03% | +2+2.1% | Added |
| TCTC Holdings, LLC | 98 | $52.3K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $53.4K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $53.4K | 0.02% | 00.0% | Unchanged |
| Rexford Capital Inc | 102 | $54.4K | 0.05% | +102 | New |
| CoreCap Advisors, LLC | 103 | $55.0K | 0.00% | −31−23.1% | Reduced |
| JFS Wealth Advisors, LLC | 105 | $56.0K | 0.00% | −1−0.9% | Reduced |
| Traub Capital Management LLC | 105 | $56.0K | 0.05% | +105 | New |
| Alerus Financial NA | 106 | $56.6K | 0.00% | +106 | New |
| First Financial Corp | 110 | $58.7K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 110 | $58.7K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 113 | $60.3K | 0.00% | −17−13.1% | Reduced |
| CGC Financial Services, LLC | 116 | $61.9K | 0.02% | +116 | New |
| Ameriflex Group, Inc. | 118 | $62.0K | 0.03% | −7−5.6% | Reduced |
| Battery Global Advisors, LLC | 119 | $63.5K | 0.03% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 126 | $65.1K | 0.02% | +126 | New |
| Westend Capital Management, LLC | 129 | $68.9K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 129 | $68.9K | 0.02% | +129 | New |
| Tobam | 137 | $73.0K | 0.03% | +14+11.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $74.0K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 146 | $77.8K | 0.02% | +1+0.7% | Added |
| Evermay Wealth Management LLC | 148 | $79.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 149 | $79.6K | 0.03% | −16−9.7% | Reduced |
| Silvant Capital Management LLC | 152 | $81.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $81.7K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 155 | $82.7K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 156 | $83.3K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 159 | $84.9K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $84.9K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $84.9K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 159 | $84.9K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 159 | $84.9K | 0.03% | +70+78.7% | Added |
| Gitterman Wealth Management, LLC | 160 | $85.4K | 0.02% | +160 | New |
| Resources Management Corp | 165 | $88.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 169 | $90.2K | 0.01% | −6−3.4% | Reduced |
| State of Wyoming | 170 | $90.7K | 0.01% | −228−57.3% | Reduced |
| Central Pacific Bank - Trust Division | 180 | $96.1K | 0.01% | −20−10.0% | Reduced |
| Montag A & Associates Inc | 182 | $97.3K | 0.00% | −4−2.2% | Reduced |
| Ofi Invest Asset Management | 214 | $97.3K | 0.00% | +80+59.7% | Added |
| REAP Financial Group, LLC | 182 | $97.3K | 0.02% | +122+203.3% | Added |
| Flagship Wealth Advisors, LLC | 185 | $98.7K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 186 | $99.3K | 0.03% | −11−5.6% | Reduced |
| BSN Capital Partners Ltd | 193 | $99.9K | 0.01% | +193 | New |
| Security National Bank | 191 | $101.9K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 200 | $106.7K | 0.01% | 00.0% | Unchanged |