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 |
|---|---|---|---|---|---|
| Perennial Investment Advisors, LLC | 427 | $227.7K | 0.02% | −110−20.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 427 | $227.9K | 0.06% | −1−0.2% | Reduced |
| Independent Family Office, LLC | 428 | $228.4K | 0.11% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 430 | $229.4K | 0.19% | −67−13.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 430 | $229.5K | 0.01% | −1,448−77.1% | Reduced |
| Hanson & Doremus Investment Management | 433 | $231.0K | 0.03% | 00.0% | Unchanged |
| Marathon Capital Management | 435 | $232.2K | 0.06% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 440 | $232.4K | 0.01% | +440 | New |
| Abacus Planning Group, Inc. | 437 | $233.2K | 0.03% | −11−2.5% | Reduced |
| Joel Isaacson & Co., LLC | 437 | $233.2K | 0.01% | 00.0% | Unchanged |
| Private Client Services, LLC | 441 | $235.2K | 0.09% | −36−7.5% | Reduced |
| West Oak Capital, LLC | 445 | $237.5K | 0.09% | −5−1.1% | Reduced |
| CVA Family Office, LLC | 445 | $237.5K | 0.03% | +3+0.7% | Added |
| Geneos Wealth Management Inc. | 447 | $238.6K | 0.01% | +23+5.4% | Added |
| Avidian Wealth Solutions, LLC | 448 | $239.0K | 0.01% | +2+0.4% | Added |
| Empower Advisory Group, LLC | 452 | $241.2K | 0.00% | −5−1.1% | Reduced |
| Rockland Trust Co | 452 | $241.2K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 452 | $241.2K | 0.01% | +11+2.5% | Added |
| Washington Trust Advisors, Inc. | 453 | $241.7K | 0.02% | −4−0.9% | Reduced |
| Tiemann Investment Advisors, LLC | 456 | $243.4K | 0.10% | +20+4.6% | Added |
| Charter Trust Co | 457 | $243.9K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 458 | $244.4K | 0.04% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 458 | $244.4K | 0.03% | +15+3.4% | Added |
| Clear Creek Financial Management, LLC | 463 | $247.1K | 0.02% | −26−5.3% | Reduced |
| Harvest Fund Management Co., Ltd | 465 | $248.0K | 0.01% | −826−64.0% | Reduced |
| New Century Financial Group, LLC | 466 | $248.7K | 0.29% | +466 | New |
| Ameritas Advisory Services, LLC | 466 | $249.0K | 0.01% | −224−32.5% | Reduced |
| TCI Wealth Advisors, Inc. | 467 | $249.3K | 0.02% | −5−1.1% | Reduced |
| Strategic Blueprint, LLC | 469 | $250.2K | 0.01% | −96−17.0% | Reduced |
| Alpha Family Trust | 470 | $250.9K | 0.12% | 00.0% | Unchanged |
| Trust Point Inc. | 470 | $250.9K | 0.02% | −47−9.1% | Reduced |
| Rebalance, LLC | 472 | $251.9K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 474 | $252.9K | 0.09% | +5+1.1% | Added |
| Boyd Watterson Asset Management LLC | 474 | $253.1K | 0.08% | +24+5.3% | Added |
| Cornerstone Planning Group LLC | 502 | $253.4K | 0.05% | −3−0.6% | Reduced |
| Wealthcare Advisory Partners LLC | 476 | $254.3K | 0.01% | +6+1.3% | Added |
| Okabena Investment Services Inc | 477 | $254.6K | 0.06% | 00.0% | Unchanged |
| Chicago Capital, LLC | 478 | $255.1K | 0.01% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 480 | $256.2K | 0.00% | 00.0% | Unchanged |
| GenTrust, LLC | 480 | $256.4K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 482 | $257.3K | 0.02% | −27−5.3% | Reduced |
| Platform Technology Partners | 482 | $257.3K | 0.07% | −2−0.4% | Reduced |
| Legacy Financial Advisors, Inc. | 482 | $257.4K | 0.04% | +40+9.0% | Added |
| Delta Investment Management, LLC | 484 | $258.1K | 0.05% | −123−20.3% | Reduced |
| Quotient Wealth Partners, LLC | 484 | $258.3K | 0.01% | +30+6.6% | Added |
| Brooks, Moore & Associates, Inc. | 500 | $259.1K | 0.14% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 481 | $259.2K | 0.06% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 486 | $259.4K | 0.01% | −13−2.6% | Reduced |
| Bahl & Gaynor Inc | 487 | $259.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 488 | $260.5K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 488 | $260.5K | 0.01% | −1,219−71.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 489 | $261.0K | 0.06% | −32−6.1% | Reduced |
| Arete Wealth Advisors, LLC | 489 | $261.0K | 0.02% | +17+3.6% | Added |
| SeaCrest Wealth Management, LLC | 491 | $262.1K | 0.03% | −120−19.6% | Reduced |
| Cidel Asset Management Inc | 493 | $263.1K | 0.02% | −23−4.5% | Reduced |
| WBH Advisory Inc | 493 | $263.2K | 0.02% | −150−23.3% | Reduced |
| Revisor Wealth Management LLC | 486 | $263.7K | 0.10% | 00.0% | Unchanged |
| Archer Investment Corp | 494 | $263.7K | 0.06% | +494 | New |
| Natural Investments, LLC | 498 | $265.0K | 0.07% | −6−1.2% | Reduced |
| Heritage Investment Group, Inc. | 497 | $265.3K | 0.05% | −7−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 497 | $265.3K | 0.01% | −6−1.2% | Reduced |
| Mutual Advisors, LLC | 511 | $266.5K | 0.01% | +22+4.5% | Added |
| Sunbeam Capital Management, LLC | 500 | $266.8K | 0.20% | +1+0.2% | Added |
| Douglas Lane & Associates, LLC | 500 | $266.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 500 | $266.9K | 0.00% | +500 | New |
| KCM Investment Advisors LLC | 503 | $268.5K | 0.01% | −11−2.1% | Reduced |
| Oldfather Financial Services, LLC | 503 | $268.5K | 0.09% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 503 | $268.5K | 0.10% | +2+0.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 506 | $270.1K | 0.01% | +6+1.2% | Added |
| Revolve Wealth Partners, LLC | 507 | $270.6K | 0.04% | −111−18.0% | Reduced |
| Howard Bailey Securities, LLC | 513 | $273.8K | 0.08% | −31−5.7% | Reduced |
| Alta Advisers Ltd | 516 | $275.4K | 0.10% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 516 | $275.4K | 0.03% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 519 | $277.0K | 0.01% | −5−1.0% | Reduced |
| MBB Public Markets I LLC | 521 | $278.1K | 0.03% | −120−18.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 521 | $278.1K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 527 | $280.0K | 0.00% | +47+9.8% | Added |
| Wilkins Investment Counsel Inc | 525 | $280.2K | 0.04% | −25−4.5% | Reduced |
| JBF Capital, Inc. | 525 | $280.2K | 0.04% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 526 | $280.6K | 0.02% | −1−0.2% | Reduced |
| Regimen Wealth, LLC | 527 | $281.0K | 0.09% | +2+0.4% | Added |
| Hamilton Capital, LLC | 536 | $286.2K | 0.02% | +12+2.3% | Added |
| Hemington Wealth Management | 538 | $287.0K | 0.04% | +17+3.3% | Added |
| Wealthstar Advisors, LLC | 538 | $287.1K | 0.11% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 540 | $288.2K | 0.00% | −29,986−98.2% | Reduced |
| Walker Asset Management, LLC | 545 | $290.9K | 0.17% | +2+0.4% | Added |
| Relyea Zuckerberg Hanson LLC | 546 | $291.4K | 0.03% | +546 | New |
| Philadelphia Trust Co | 550 | $294.0K | 0.02% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 551 | $294.1K | 0.10% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 553 | $295.2K | 0.10% | −31−5.3% | Reduced |
| Moody National Bank Trust Division | 553 | $295.2K | 0.03% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 553 | $295.2K | 0.04% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 555 | $296.2K | 0.05% | +50+9.9% | Added |
| Maseco LLP | 556 | $296.5K | 0.01% | +556 | New |
| Emprise Bank | 558 | $297.8K | 0.14% | −36−6.1% | Reduced |
| Paragon Private Wealth Management, LLC | 558 | $297.8K | 0.12% | +75+15.5% | Added |
| PFG Private Wealth Management, LLC | 565 | $301.6K | 0.16% | +28+5.2% | Added |
| Accredited Investors Inc. | 568 | $303.2K | 0.02% | 00.0% | Unchanged |
| Westmount Partners, LLC | 568 | $303.2K | 0.08% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 646 | $303.5K | 0.03% | 00.0% | Unchanged |