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 |
|---|---|---|---|---|---|
| denkapparat Operations GmbH | 572 | $305.3K | 0.24% | 00.0% | Unchanged |
| Apella Capital, LLC | 571 | $306.3K | 0.01% | −10−1.7% | Reduced |
| Rehmann Capital Advisory Group | 575 | $307.3K | 0.02% | +42+7.9% | Added |
| Aua Capital Management, LLC | 577 | $308.0K | 0.18% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 577 | $308.0K | 0.11% | 00.0% | Unchanged |
| Five Oceans Advisors | 581 | $310.1K | 0.13% | +3+0.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 582 | $310.6K | 0.03% | +27+4.9% | Added |
| Tortoise Investment Management, LLC | 582 | $310.7K | 0.03% | +159+37.6% | Added |
| Portside Wealth Group, LLC | 583 | $311.2K | 0.05% | −87−13.0% | Reduced |
| Institute for Wealth Management, LLC. | 584 | $311.7K | 0.03% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 584 | $311.7K | 0.11% | +72+14.1% | Added |
| Washington Capital Management Inc | 586 | $312.8K | 0.23% | 00.0% | Unchanged |
| David Loasby | 624 | $312.9K | 0.03% | +21+3.5% | Added |
| Schnieders Capital Management LLC | 587 | $313.3K | 0.05% | +587 | New |
| Catalyst Funds Management Pty Ltd | 590 | $314.9K | 0.09% | +50+9.3% | Added |
| Syntegra Private Wealth Group, LLC | 591 | $315.6K | 0.03% | +7+1.2% | Added |
| Cornerstone Wealth Group, LLC | 597 | $318.4K | 0.02% | −5−0.8% | Reduced |
| Core Alternative Capital | 599 | $319.7K | 0.09% | +596+19,866.7% | Added |
| Harbour Investment Management LLC | 600 | $320.2K | 0.14% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 600 | $320.2K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 600 | $320.2K | 0.08% | +600 | New |
| Dougherty Wealth Advisers LLC | 603 | $321.8K | 0.21% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 606 | $323.4K | 0.04% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 608 | $324.5K | 0.05% | +15+2.5% | Added |
| Argus Investors' Counsel, Inc. | 610 | $325.6K | 0.23% | −3−0.5% | Reduced |
| OneAscent Investment Solutions LLC | 615 | $328.0K | 0.35% | −2−0.3% | Reduced |
| Chesapeake Wealth Management | 615 | $328.2K | 0.11% | −10−1.6% | Reduced |
| NDVR, Inc. | 615 | $328.2K | 0.31% | −1−0.2% | Reduced |
| Optimist Retirement Group LLC | 615 | $328.2K | 0.16% | +64+11.6% | Added |
| Resonant Capital Advisors, LLC | 618 | $329.8K | 0.02% | +87+16.4% | Added |
| Illumine Investment Management, LLC | 622 | $332.0K | 0.26% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 623 | $332.5K | 0.12% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 623 | $332.5K | 0.23% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 625 | $333.6K | 0.16% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 626 | $334.1K | 0.11% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 629 | $335.9K | 0.09% | +2+0.3% | Added |
| WSFS Capital Management, LLC | 630 | $336.3K | 0.02% | +2+0.3% | Added |
| Deseret Mutual Benefit Administrators | 632 | $337.3K | 0.16% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 633 | $337.9K | 0.01% | +62+10.9% | Added |
| SlateStone Wealth, LLC | 633 | $338.0K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 634 | $338.4K | 0.01% | +94+17.4% | Added |
| Royal Fund Management, LLC | 636 | $339.4K | 0.04% | +2+0.3% | Added |
| SPC Financial, Inc. | 637 | $340.0K | 0.03% | +2+0.3% | Added |
| OneAscent Financial Services LLC | 636 | $340.0K | 0.02% | −132−17.2% | Reduced |
| MONECO Advisors, LLC | 637 | $340.0K | 0.03% | −50−7.3% | Reduced |
| YHB Investment Advisors, Inc. | 638 | $340.5K | 0.03% | −7−1.1% | Reduced |
| Commerzbank Aktiengesellschaft | 641 | $343.0K | 0.01% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 645 | $344.3K | 0.02% | −111−14.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 668 | $345.3K | 0.10% | −20−2.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 647 | $345.3K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 648 | $346.1K | 0.16% | +98+17.8% | Added |
| Argent Capital Management LLC | 652 | $348.0K | 0.01% | −45,965−98.6% | Reduced |
| Csenge Advisory Group | 683 | $348.0K | 0.02% | −26−3.7% | Reduced |
| Twinbeech Capital LP | 654 | $349.1K | 0.01% | −637−49.3% | Reduced |
| One Wealth Capital Management, LLC | 656 | $350.1K | 0.16% | −118−15.2% | Reduced |
| Valmark Advisers, Inc. | 661 | $352.6K | 0.00% | −7−1.0% | Reduced |
| Narus Financial Partners, LLC | 664 | $354.4K | 0.11% | −66−9.0% | Reduced |
| Chicago Partners Investment Group LLC | 663 | $355.8K | 0.01% | +153+30.0% | Added |
| Northwest Bancshares, Inc. | 667 | $356.0K | 0.06% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 667 | $356.2K | 0.09% | +92+16.0% | Added |
| Conning Inc. | 670 | $357.6K | 0.01% | −544−44.8% | Reduced |
| Scotia Capital Inc. | 675 | $360.2K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 711 | $361.5K | 0.03% | +10+1.4% | Added |
| Smith, Moore & Co. | 684 | $365.1K | 0.03% | 00.0% | Unchanged |
| SCS Capital Management LLC | 685 | $365.7K | 0.00% | −136−16.6% | Reduced |
| LRT Capital Management, LLC | 690 | $368.3K | 0.22% | −1,437−67.6% | Reduced |
| Meeder Asset Management Inc | 693 | $369.9K | 0.02% | −2,057−74.8% | Reduced |
| Pictet & Cie (Europe) SA | 696 | $371.5K | 0.01% | +263+60.7% | Added |
| South Plains Financial, Inc. | 697 | $372.0K | 0.26% | +179+34.6% | Added |
| Mindset Wealth Management, LLC | 698 | $372.5K | 0.12% | 00.0% | Unchanged |
| Keystone Financial Group | 736 | $372.8K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 703 | $375.2K | 0.00% | +279+65.8% | Added |
| Proficio Capital Partners LLC | 704 | $375.9K | 0.02% | +21+3.1% | Added |
| M.E. Allison & Co., Inc. | 705 | $376.3K | 0.30% | 00.0% | Unchanged |
| Ledyard National Bank | 711 | $379.5K | 0.04% | +6+0.9% | Added |
| Essex Financial Services, Inc. | 713 | $380.6K | 0.02% | −6−0.8% | Reduced |
| Pin Oak Investment Advisors Inc | 788 | $381.0K | 0.32% | 00.0% | Unchanged |
| Renaissance Group LLC | 714 | $381.1K | 0.01% | −100−12.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 720 | $384.3K | 0.00% | +720 | New |
| Progressive Investment Management Corp | 720 | $384.3K | 0.10% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 724 | $386.2K | 0.03% | −3−0.4% | Reduced |
| First Bank & Trust | 731 | $390.2K | 0.07% | −39−5.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 733 | $391.2K | 0.03% | +21+2.9% | Added |
| Equitable Holdings, Inc. | 734 | $391.8K | 0.00% | +98+15.4% | Added |
| Dakota Wealth Management | 734 | $391.8K | 0.01% | −54−6.9% | Reduced |
| TownSquare Capital, LLC | 736 | $392.8K | 0.04% | −6,128−89.3% | Reduced |
| Clark Capital Management Group, Inc. | 741 | $395.6K | 0.00% | −51−6.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 747 | $399.0K | 0.19% | +14+1.9% | Added |
| WealthTrust Axiom LLC | 748 | $399.4K | 0.12% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 749 | $399.8K | 0.04% | −749−50.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 750 | $400.3K | 0.09% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 751 | $400.8K | 0.13% | −10−1.3% | Reduced |
| Rainier Family Wealth Inc | 752 | $401.4K | 0.40% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 752 | $401.5K | 0.12% | +58+8.4% | Added |
| IHT Wealth Management, LLC | 755 | $402.9K | 0.01% | +66+9.6% | Added |
| Canal Capital Management, LLC | 758 | $404.7K | 0.06% | +2+0.3% | Added |
| Accurate Wealth Management, LLC | 746 | $404.8K | 0.06% | −4,781−86.5% | Reduced |
| Counterpoint Mutual Funds LLC | 770 | $411.0K | 0.04% | +770 | New |
| OneAscent Wealth Management LLC | 770 | $411.0K | 0.15% | +44+6.1% | Added |
| Caldwell Sutter Capital, Inc. | 772 | $412.0K | 0.19% | 00.0% | Unchanged |