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 |
|---|---|---|---|---|---|
| First Nebraska Trust Co | 784 | $418.4K | 0.04% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 812 | $419.8K | 0.02% | +812 | New |
| CX Institutional | 792 | $423.0K | 0.01% | −8,722−91.7% | Reduced |
| Sunbelt Securities, Inc. | 796 | $423.6K | 0.04% | +52+7.0% | Added |
| Capital Analysts, LLC | 795 | $424.0K | 0.01% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 800 | $427.0K | 0.19% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 800 | $427.0K | 0.07% | 00.0% | Unchanged |
| Busey Wealth Management | 803 | $428.6K | 0.01% | −31−3.7% | Reduced |
| Evoke Wealth, LLC | 803 | $428.6K | 0.01% | +177+28.3% | Added |
| Ascent Group, LLC | 804 | $429.1K | 0.02% | +38+5.0% | Added |
| Interchange Capital Partners, LLC | 806 | $429.7K | 0.10% | +17+2.2% | Added |
| Carr Financial Group Corp | 811 | $432.9K | 0.13% | +3+0.4% | Added |
| Park Place Capital Corp | 805 | $433.6K | 0.10% | −3−0.4% | Reduced |
| Cairn Investment Group, Inc. | 814 | $434.0K | 0.23% | 00.0% | Unchanged |
| Great Waters Wealth Management | 819 | $437.0K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 819 | $437.1K | 0.03% | +8+1.0% | Added |
| IFG Advisory, LLC | 830 | $443.1K | 0.02% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 831 | $443.5K | 0.19% | +5+0.6% | Added |
| Maridea Wealth Management LLC | 833 | $444.6K | 0.12% | +360+76.1% | Added |
| Benjamin Edwards Inc | 839 | $448.1K | 0.01% | −733−46.6% | Reduced |
| Fort Washington Investment Advisors Inc | 843 | $449.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 844 | $450.5K | 0.06% | +33+4.1% | Added |
| Sendero Wealth Management, LLC | 846 | $451.5K | 0.06% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 850 | $453.6K | 0.03% | +393+86.0% | Added |
| Plimoth Trust Co LLC | 859 | $458.5K | 0.11% | −9−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 859 | $458.5K | 0.06% | +130+17.8% | Added |
| Whittier Trust Co | 861 | $459.5K | 0.01% | +57+7.1% | Added |
| Ronald Blue Trust, Inc. | 865 | $461.8K | 0.01% | +37+4.5% | Added |
| Drive Wealth Management, LLC | 868 | $463.5K | 0.10% | −23−2.6% | Reduced |
| Catalytic Wealth RIA, LLC | 870 | $464.3K | 0.04% | +870 | New |
| Hengehold Capital Management LLC | 874 | $466.5K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 874 | $466.5K | 0.01% | +11+1.3% | Added |
| PEAK6 LLC | 876 | $467.5K | 0.02% | +876 | New |
| Park National Corp | 877 | $468.1K | 0.02% | +2+0.2% | Added |
| Private Wealth Asset Management, LLC | 878 | $468.6K | 0.06% | −600−40.6% | Reduced |
| Colonial Trust Co | 878 | $468.6K | 0.07% | +2+0.2% | Added |
| Spire Wealth Management | 889 | $474.5K | 0.02% | −540−37.8% | Reduced |
| Advisors Capital Management, LLC | 889 | $475.0K | 0.01% | −11−1.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 890 | $475.0K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 892 | $476.1K | 0.02% | −600−40.2% | Reduced |
| Shelton Capital Management | 892 | $476.1K | 0.01% | +344+62.8% | Added |
| Leavell Investment Management, Inc. | 893 | $476.6K | 0.02% | +49+5.8% | Added |
| Ameritas Investment Partners, Inc. | 899 | $479.8K | 0.02% | −18−2.0% | Reduced |
| Cito Capital Group, LLC | 900 | $480.0K | 0.17% | −1−0.1% | Reduced |
| Cambridge Financial Group, LLC | 906 | $483.6K | 0.18% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 910 | $486.0K | 0.24% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 915 | $488.4K | 0.06% | −10−1.1% | Reduced |
| Great Valley Advisor Group, Inc. | 916 | $489.1K | 0.01% | −276−23.2% | Reduced |
| Dakota Community Bank & Trust NA | 920 | $491.0K | 2.20% | −133−12.6% | Reduced |
| PDS Planning, Inc | 920 | $491.0K | 0.04% | +99+12.1% | Added |
| Ausdal Financial Partners, Inc. | 922 | $492.2K | 0.03% | +15+1.7% | Added |
| Groupama Asset Managment | 940 | $496.4K | 0.01% | −1,336−58.7% | Reduced |
| Hills Bank & Trust Co | 931 | $496.9K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 932 | $497.3K | 0.01% | +21+2.3% | Added |
| Bridgewater Advisors Inc. | 972 | $497.9K | 0.04% | +32+3.4% | Added |
| Hickory Point Bank & Trust | 935 | $499.0K | 0.40% | −6−0.6% | Reduced |
| Cigna Investments Inc | 943 | $503.0K | 0.09% | −20−2.1% | Reduced |
| Bailard, Inc. | 951 | $507.6K | 0.01% | −3−0.3% | Reduced |
| Aaron Wealth Advisors | 954 | $509.2K | 0.05% | +50+5.5% | Added |
| Daymark Wealth Partners, LLC | 956 | $510.4K | 0.02% | +35+3.8% | Added |
| Entruity Wealth, LLC | 960 | $512.4K | 0.44% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 977 | $521.7K | 0.01% | +27+2.8% | Added |
| Journey Strategic Wealth LLC | 979 | $522.5K | 0.02% | +41+4.4% | Added |
| Ocean Capital Management, LLC | 980 | $523.0K | 0.11% | +2+0.2% | Added |
| 3Chopt Investment Partners, LLC | 980 | $523.1K | 0.13% | +48+5.2% | Added |
| Rothschild Investment LLC | 982 | $524.1K | 0.03% | −1−0.1% | Reduced |
| Sunflower Bank, N.A. | 988 | $527.3K | 0.13% | −48−4.6% | Reduced |
| Johnson Financial Group, Inc. | 988 | $527.3K | 0.02% | +47+5.0% | Added |
| MV Capital Management, Inc. | 992 | $529.5K | 0.05% | +1+0.1% | Added |
| Somerset Trust Co | 998 | $532.7K | 0.17% | +52+5.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 999 | $533.2K | 0.06% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 999 | $533.2K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,000 | $533.7K | 0.09% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,000 | $533.7K | 0.08% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $533.7K | 0.29% | +1,000 | New |
| Harbour Investments, Inc. | 1,000 | $534.0K | 0.01% | +7+0.7% | Added |
| Ignite Planners, LLC | 981 | $534.2K | 0.09% | +13+1.3% | Added |
| Evercore Wealth Management, LLC | 1,020 | $544.4K | 0.01% | −40−3.8% | Reduced |
| Ransom Advisory, Ltd | 1,020 | $544.4K | 0.26% | 00.0% | Unchanged |
| Enzi Wealth | 1,017 | $545.4K | 0.20% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 1,022 | $545.5K | 0.19% | +1,022 | New |
| Readystate Asset Management LP | 1,023 | $546.0K | 0.02% | +1,023 | New |
| Woodmont Investment Counsel LLC | 1,026 | $547.6K | 0.04% | 00.0% | Unchanged |
| Everett Harris & Co | 1,031 | $550.3K | 0.01% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,032 | $550.6K | 0.13% | +17+1.7% | Added |
| Flagship Harbor Advisors, LLC | 1,032 | $550.9K | 0.03% | +3+0.3% | Added |
| Ellevest, Inc. | 1,034 | $551.9K | 0.09% | +127+14.0% | Added |
| Atomi Financial Group, Inc. | 1,049 | $559.9K | 0.02% | +185+21.4% | Added |
| Cetera Trust Company, N.A | 1,050 | $560.4K | 0.33% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,059 | $565.2K | 0.13% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,066 | $569.0K | 0.01% | −532−33.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,071 | $571.8K | 0.01% | +331+44.7% | Added |
| Oxford Asset Management LLP | 1,075 | $573.8K | 0.19% | +1,075 | New |
| Independence Bank of Kentucky | 1,081 | $577.0K | 0.08% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 1,081 | $577.0K | 0.20% | +1,081 | New |
| SageView Advisory Group, LLC | 1,113 | $577.0K | 0.02% | +584+110.4% | Added |
| Aries Wealth Management | 1,082 | $577.5K | 0.15% | 00.0% | Unchanged |
| Beacon Financial Group | 1,083 | $578.1K | 0.06% | +1+0.1% | Added |
| Aurora Private Wealth, Inc. | 1,091 | $582.0K | 0.43% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1,092 | $583.0K | 0.24% | −20−1.8% | Reduced |