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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 1,093 | $583.2K | 0.01% | −206−15.9% | Reduced |
| First Business Financial Services, Inc. | 1,093 | $583.4K | 0.05% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,100 | $587.1K | 0.63% | +1,100 | New |
| Segment Wealth Management, LLC | 1,101 | $587.6K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,102 | $588.3K | 0.04% | −27−2.4% | Reduced |
| LMCG Investments, LLC | 1,104 | $589.2K | 0.04% | −2,110−65.7% | Reduced |
| Contravisory Investment Management, Inc. | 1,107 | $590.8K | 0.12% | −4−0.4% | Reduced |
| Michels Family Financial, LLC | 1,109 | $591.7K | 0.50% | −16−1.4% | Reduced |
| Polymer Capital Management (US) LLC | 1,113 | $594.0K | 0.10% | +1,113 | New |
| Fullerton Fund Management Co Ltd. | 1,127 | $601.5K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,127 | $601.5K | 0.04% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,128 | $602.0K | 0.27% | −73−6.1% | Reduced |
| Skopos Labs, Inc. | 1,129 | $602.1K | 0.08% | +129+12.9% | Added |
| Frederick Financial Consultants, LLC | 1,129 | $602.6K | 0.37% | +8+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,134 | $605.2K | 0.01% | 00.0% | Unchanged |
| McRae Capital Management Inc | 1,135 | $605.8K | 0.12% | +50+4.6% | Added |
| Qtron Investments LLC | 1,136 | $606.3K | 0.08% | −84−6.9% | Reduced |
| Private Trust Co NA | 1,137 | $607.0K | 0.06% | +224+24.5% | Added |
| Ibex Wealth Advisors | 1,140 | $608.5K | 0.06% | +1,140 | New |
| Renasant Bank | 1,143 | $610.1K | 0.41% | −30−2.6% | Reduced |
| B&L Asset Management LLC | 1,147 | $612.2K | 0.35% | 00.0% | Unchanged |
| Fire Capital Management LLC | 1,150 | $613.8K | 0.39% | 00.0% | Unchanged |
| First County Bank | 1,150 | $613.8K | 0.33% | +265+29.9% | Added |
| Prime Capital Investment Advisors, LLC | 1,152 | $615.1K | 0.01% | −364−24.0% | Reduced |
| BLB&B Advisors, LLC | 1,158 | $618.1K | 0.03% | +15+1.3% | Added |
| Wesbanco Bank Inc | 1,169 | $623.9K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,169 | $624.2K | 0.12% | +104+9.8% | Added |
| MQS Management LLC | 1,172 | $625.5K | 0.34% | +1,172 | New |
| Rathbone Brothers plc | 1,175 | $627.1K | 0.00% | −321−21.5% | Reduced |
| Perritt Capital Management Inc | 1,177 | $628.6K | 0.32% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,180 | $629.6K | 0.09% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,184 | $631.9K | 0.11% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,198 | $639.4K | 0.38% | +43+3.7% | Added |
| Pettee Investors, Inc. | 1,200 | $640.5K | 0.38% | −250−17.2% | Reduced |
| Weil Company, Inc. | 1,201 | $641.1K | 0.17% | +1+0.1% | Added |
| Simplex Trading, LLC | 1,207 | $644.0K | 0.02% | +1,207 | New |
| Wellington Shields Capital Management, LLC | 1,220 | $651.2K | 0.11% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 1,222 | $652.2K | 0.12% | −246−16.8% | Reduced |
| MJP Associates Inc | 1,223 | $652.8K | 0.10% | +217+21.6% | Added |
| Parkside Financial Bank & Trust | 1,224 | $653.3K | 0.07% | +204+20.0% | Added |
| Panagora Asset Management Inc | 1,225 | $653.8K | 0.00% | −17−1.4% | Reduced |
| Becker Capital Management Inc | 1,225 | $653.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,226 | $654.4K | 0.01% | +214+21.1% | Added |
| Kathmere Capital Management, LLC | 1,227 | $654.9K | 0.05% | +506+70.2% | Added |
| Oliver Luxxe Assets LLC | 1,230 | $656.5K | 0.12% | −10−0.8% | Reduced |
| Green Harvest Asset Management LLC | 1,234 | $658.6K | 0.01% | −17−1.4% | Reduced |
| Sowell Financial Services LLC | 1,239 | $661.3K | 0.03% | +3+0.2% | Added |
| DRW Securities, LLC | 1,239 | $661.3K | 0.05% | +1,239 | New |
| Pinnacle Associates Ltd | 1,245 | $664.4K | 0.01% | −129−9.4% | Reduced |
| Focus Financial Network, Inc. | 1,249 | $666.7K | 0.03% | −9−0.7% | Reduced |
| McLean Asset Management Corp | 1,232 | $668.2K | 0.18% | +26+2.2% | Added |
| Wellington Management Group LLP | 1,252 | $668.2K | 0.00% | +1,252 | New |
| Eastern Bank | 1,260 | $672.5K | 0.01% | −104−7.6% | Reduced |
| Modera Wealth Management, LLC | 1,265 | $674.9K | 0.01% | +160+14.5% | Added |
| Trifecta Capital Advisors, LLC | 1,268 | $676.8K | 0.11% | +1,163+1,107.6% | Added |
| Miracle Mile Advisors, LLC | 1,278 | $682.1K | 0.01% | −211−14.2% | Reduced |
| Concurrent Investment Advisors, LLC | 1,295 | $691.0K | 0.01% | +627+93.9% | Added |
| PFG Investments, LLC | 1,295 | $691.0K | 0.04% | −139−9.7% | Reduced |
| Insight Advisors, LLC | 1,295 | $691.2K | 0.11% | −20−1.5% | Reduced |
| Northcape Wealth Management, LLC | 1,300 | $693.8K | 0.21% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 1,301 | $694.5K | 0.01% | +169+14.9% | Added |
| 1776 Wealth LLC | 1,310 | $699.2K | 0.29% | −54−4.0% | Reduced |
| Clarius Group, LLC | 1,312 | $700.3K | 0.04% | −1,122−46.1% | Reduced |
| Berkshire Asset Management LLC | 1,322 | $705.7K | 0.03% | +75+6.0% | Added |
| FORA Capital, LLC | 1,323 | $706.1K | 0.08% | −4,932−78.8% | Reduced |
| Premier Path Wealth Partners, LLC | 1,336 | $713.1K | 0.10% | +31+2.4% | Added |
| ROI Financial Advisors, LLC | 1,341 | $715.5K | 0.45% | +134+11.1% | Added |
| Profund Advisors LLC | 1,341 | $715.7K | 0.03% | −34−2.5% | Reduced |
| Catalyst Financial Partners LLC | 1,343 | $716.8K | 0.08% | +1+0.1% | Added |
| Charter Oak Capital Management, LLC | 1,345 | $718.1K | 0.06% | −33−2.4% | Reduced |
| Keel Point, LLC | 1,348 | $719.5K | 0.05% | +252+23.0% | Added |
| Advisor OS, LLC | 1,367 | $729.6K | 0.07% | +189+16.0% | Added |
| EverSource Wealth Advisors, LLC | 1,369 | $731.1K | 0.03% | +226+19.8% | Added |
| Pointe Capital Management LLC | 1,372 | $732.3K | 0.38% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,376 | $734.4K | 0.10% | −2−0.1% | Reduced |
| CSS LLC | 1,380 | $736.5K | 0.05% | −300−17.9% | Reduced |
| Old Port Advisors | 1,381 | $737.2K | 0.20% | +20+1.5% | Added |
| Sage Mountain Advisors LLC | 1,397 | $745.4K | 0.05% | −41−2.9% | Reduced |
| Mission Wealth Management, LP | 1,398 | $746.4K | 0.02% | −3−0.2% | Reduced |
| Lyell Wealth Management, LP | 1,404 | $749.4K | 0.06% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 1,393 | $751.5K | 0.33% | +1,393 | New |
| NBC Securities, Inc. | 1,425 | $760.0K | 0.06% | +2+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 1,428 | $762.2K | 0.01% | −43−2.9% | Reduced |
| Wedbush Securities Inc | 1,430 | $763.0K | 0.03% | −49−3.3% | Reduced |
| Accel Wealth Management | 1,449 | $773.4K | 0.26% | +26+1.8% | Added |
| Raiffeisen Bank International AG | 1,483 | $777.1K | 0.01% | −5,751−79.5% | Reduced |
| Elyxium Wealth, LLC | 1,456 | $777.2K | 0.29% | +49+3.5% | Added |
| Belpointe Asset Management LLC | 1,460 | $779.3K | 0.03% | −128−8.1% | Reduced |
| Forum Financial Management, LP | 1,463 | $781.0K | 0.01% | −22−1.5% | Reduced |
| Arlington Trust Co LLC | 1,468 | $783.5K | 0.15% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,476 | $787.9K | 0.04% | +85+6.1% | Added |
| MASTERINVEST Kapitalanlage GmbH | 1,482 | $791.0K | 0.08% | +1,482 | New |
| Integrated Advisors Network LLC | 1,485 | $792.4K | 0.04% | +101+7.3% | Added |
| Oak Ridge Investments LLC | 1,489 | $794.5K | 0.06% | +769+106.8% | Added |
| Hancock Whitney Corp | 1,501 | $801.1K | 0.02% | −903−37.6% | Reduced |
| FJ Capital Management LLC | 1,508 | $804.9K | 0.09% | +1,508 | New |
| Inceptionr LLC | 1,511 | $806.5K | 0.19% | +420+38.5% | Added |
| Aquatic Capital Management LLC | 1,518 | $810.2K | 0.02% | +1,518 | New |
| Grimes & Company, Inc. | 1,528 | $815.7K | 0.02% | +58+3.9% | Added |
| Guinness Asset Management LTD | 1,532 | $817.7K | 0.01% | +36+2.4% | Added |