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
- 1,362
- +14 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
- 119
- 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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 1,540 | $822.0K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,553 | $828.9K | 0.03% | −68−4.2% | Reduced |
| WealthTrust Asset Management, LLC | 1,565 | $835.3K | 0.62% | +23+1.5% | Added |
| Canada Post Corp Registered Pension Plan | 1,575 | $840.6K | 0.05% | +1,575 | New |
| IFP Advisors, Inc | 1,481 | $846.1K | 0.02% | −444−23.1% | Reduced |
| Buckingham Strategic Partners | 1,590 | $848.5K | 0.01% | −741−31.8% | Reduced |
| Stratos Wealth Partners, LTD. | 1,590 | $848.9K | 0.01% | −184−10.4% | Reduced |
| Eagle Global Advisors LLC | 1,600 | $854.0K | 0.03% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 1,605 | $856.8K | 0.42% | +5+0.3% | Added |
| Pennsylvania Capital Management Inc | 1,606 | $857.2K | 0.27% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,613 | $860.9K | 0.01% | +18+1.1% | Added |
| Ancora Advisors, LLC | 1,615 | $862.0K | 0.02% | +12+0.7% | Added |
| Searle & Co. | 1,615 | $862.1K | 0.24% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,624 | $866.8K | 0.24% | −46−2.8% | Reduced |
| Frank, Rimerman Advisors LLC | 1,636 | $873.2K | 0.06% | −226−12.1% | Reduced |
| Farther Finance Advisors, LLC | 1,642 | $876.5K | 0.02% | +240+17.1% | Added |
| Financial Advocates Investment Management | 1,646 | $878.5K | 0.07% | −1,452−46.9% | Reduced |
| TigerOak Management, L.L.C. | 1,649 | $880.1K | 0.30% | −9−0.5% | Reduced |
| National Asset Management, Inc. | 1,656 | $883.8K | 0.04% | −983−37.2% | Reduced |
| St Germain D J Co Inc | 1,656 | $883.9K | 0.04% | +444+36.6% | Added |
| Cary Street Partners Financial LLC | 1,658 | $884.9K | 0.02% | +3+0.2% | Added |
| Mather Group, LLC. | 1,665 | $888.6K | 0.01% | −168−9.2% | Reduced |
| Spinnaker Trust | 1,685 | $899.3K | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 1,690 | $902.0K | 0.03% | −8−0.5% | Reduced |
| Stonegate Investment Group, LLC | 1,697 | $905.8K | 0.02% | +5+0.3% | Added |
| Larson Financial Group LLC | 1,705 | $910.0K | 0.04% | +182+12.0% | Added |
| Smithfield Trust Co | 1,728 | $925.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,748 | $932.8K | 0.03% | −1,582−47.5% | Reduced |
| Sovran Advisors, LLC | 1,746 | $936.0K | 0.10% | −3,861−68.9% | Reduced |
| Eqis Capital Management, Inc. | 1,758 | $938.4K | 0.07% | −728−29.3% | Reduced |
| Stephens Inc | 1,781 | $950.8K | 0.01% | −391−18.0% | Reduced |
| Howard Capital Management Group, LLC | 1,787 | $953.8K | 0.07% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,790 | $955.4K | 0.30% | 00.0% | Unchanged |
| Legacy Trust | 1,793 | $957.0K | 0.23% | −3−0.2% | Reduced |
| Ballentine Partners, LLC | 1,802 | $961.8K | 0.01% | −96−5.1% | Reduced |
| Brighton Jones LLC | 1,810 | $966.3K | 0.03% | +235+14.9% | Added |
| Empirical Asset Management, LLC | 1,813 | $967.4K | 0.30% | +263+17.0% | Added |
| Dodge & Cox | 1,827 | $975.1K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,838 | $981.0K | 0.03% | −149−7.5% | Reduced |
| Ritholtz Wealth Management | 1,843 | $983.5K | 0.02% | +82+4.7% | Added |
| Transcend Wealth Collective, LLC | 1,852 | $988.7K | 0.08% | +347+23.1% | Added |
| Quent Capital, LLC | 1,853 | $989.1K | 0.10% | −21−1.1% | Reduced |
| Insigneo Advisory Services, LLC | 1,855 | $990.3K | 0.09% | −5−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 1,870 | $997.9K | 0.01% | +154+9.0% | Added |
| First Citizens Bank & Trust Co | 1,873 | $999.7K | 0.02% | +16+0.9% | Added |
| Prudential PLC | 1,875 | $1.00M | 0.01% | +632+50.8% | Added |
| Farringdon Capital, Ltd. | 1,879 | $1.00M | 0.34% | −546−22.5% | Reduced |
| Horizon Investments, LLC | 1,890 | $1.01M | 0.02% | +246+15.0% | Added |
| Ontario Teachers Pension Plan Board | 1,892 | $1.01M | 0.02% | +585+44.8% | Added |
| Warren Averett Asset Management, LLC | 1,897 | $1.01M | 0.01% | +164+9.5% | Added |
| Whalen Wealth Management Inc. | 1,907 | $1.02M | 0.64% | +1,907 | New |
| Gotham Asset Management, LLC | 1,913 | $1.02M | 0.01% | −1−0.1% | Reduced |
| Syon Capital LLC | 1,915 | $1.02M | 0.07% | +137+7.7% | Added |
| RMB Capital Management, LLC | 1,918 | $1.02M | 0.02% | +1,918 | New |
| AlphaCore Capital LLC | 1,934 | $1.03M | 0.04% | +161+9.1% | Added |
| AE Wealth Management LLC | 1,940 | $1.04M | 0.01% | +89+4.8% | Added |
| US Asset Management LLC | 1,959 | $1.05M | 0.91% | −3−0.2% | Reduced |
| Evergreen Capital Management LLC | 1,960 | $1.05M | 0.03% | −22−1.1% | Reduced |
| Harbor Capital Advisors, Inc. | 1,982 | $1.06M | 0.04% | −13−0.7% | Reduced |
| Round Rock Advisors, LLC | 2,020 | $1.08M | 0.19% | −3−0.1% | Reduced |
| Advisors Asset Management, Inc. | 2,030 | $1.08M | 0.02% | +89+4.6% | Added |
| Simplicity Wealth,LLC | 2,043 | $1.09M | 0.05% | +1,067+109.3% | Added |
| First Commonwealth Financial Corp | 2,043 | $1.09M | 0.24% | +50+2.5% | Added |
| Adapt Wealth Advisors, LLC | 2,045 | $1.09M | 0.49% | +50+2.5% | Added |
| Fielder Capital Group LLC | 2,046 | $1.09M | 0.29% | −79−3.7% | Reduced |
| Personal Cfo Solutions, LLC | 2,048 | $1.09M | 0.20% | −180−8.1% | Reduced |
| Valeo Financial Advisors, LLC | 2,063 | $1.10M | 0.03% | +895+76.6% | Added |
| Gratus Wealth Advisors, LLC | 2,081 | $1.11M | 0.17% | +10.0% | Added |
| Campbell & CO Investment Adviser LLC | 2,085 | $1.11M | 0.07% | −3,638−63.6% | Reduced |
| RFG Advisory, LLC | 2,094 | $1.12M | 0.03% | +45+2.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,099 | $1.12M | 0.24% | +4+0.2% | Added |
| MUFG Securities Americas Inc. | 2,110 | $1.13M | 0.10% | +407+23.9% | Added |
| Wealthspire Advisors, LLC | 2,143 | $1.14M | 0.01% | −10−0.5% | Reduced |
| Pitcairn Co | 2,145 | $1.14M | 0.07% | −412−16.1% | Reduced |
| Gateway Investment Advisers LLC | 2,167 | $1.16M | 0.01% | −14−0.6% | Reduced |
| Kinneret Advisory, LLC | 2,170 | $1.16M | 0.11% | −4−0.2% | Reduced |
| Engineers Gate Manager LP | 2,176 | $1.16M | 0.01% | −2,204−50.3% | Reduced |
| Wright Investors Service Inc | 2,207 | $1.18M | 0.36% | −814−26.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,219 | $1.18M | 0.04% | −438−16.5% | Reduced |
| Basepoint Wealth LLC | 2,240 | $1.20M | 0.92% | +167+8.1% | Added |
| Skba Capital Management LLC | 2,245 | $1.20M | 0.17% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,253 | $1.20M | 0.00% | −36−1.6% | Reduced |
| MorganRosel Wealth Management, LLC | 2,268 | $1.21M | 0.33% | −506−18.2% | Reduced |
| Abundance Wealth Counselors | 2,323 | $1.24M | 0.23% | +996+75.1% | Added |
| V-Square Quantitative Management LLC | 2,344 | $1.25M | 0.17% | +16+0.7% | Added |
| Intech Investment Management LLC | 2,390 | $1.28M | 0.01% | −1,161−32.7% | Reduced |
| Banque Cantonale Vaudoise | 2,421 | $1.29M | 0.05% | +201+9.1% | Added |
| Assetmark, Inc | 2,436 | $1.30M | 0.00% | +673+38.2% | Added |
| Vectors Research Management, LLC | 2,480 | $1.32M | 0.45% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 2,502 | $1.34M | 0.33% | −28−1.1% | Reduced |
| EPG Wealth Management LLC | 2,506 | $1.34M | 0.40% | +67+2.7% | Added |
| Camden Capital, LLC | 2,513 | $1.34M | 0.13% | −26−1.0% | Reduced |
| Westerkirk Capital Inc. | 2,528 | $1.35M | 0.17% | +2,528 | New |
| Brendel Financial Advisors LLC | 2,544 | $1.36M | 0.76% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 2,600 | $1.39M | 0.43% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,608 | $1.39M | 0.02% | +34+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,616 | $1.40M | 0.10% | −182−6.5% | Reduced |
| Vishria Bird Financial Group, LLC | 2,628 | $1.40M | 0.47% | +454+20.9% | Added |
| Cavalier Investments, LLC | 2,663 | $1.42M | 0.43% | −46−1.7% | Reduced |
| Greenleaf Trust | 2,675 | $1.43M | 0.01% | −2,270−45.9% | Reduced |