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 |
|---|---|---|---|---|---|
| Argyle Capital Partners, LLC | 2,685 | $1.43M | 1.18% | 00.0% | Unchanged |
| Graypoint LLC | 2,697 | $1.44M | 0.08% | +185+7.4% | Added |
| Oppenheimer & Co Inc | 2,697 | $1.44M | 0.02% | −314−10.4% | Reduced |
| Resources Investment Advisors, LLC. | 2,699 | $1.44M | 0.02% | −10.0% | Reduced |
| Lebenthal Global Advisors, LLC | 2,702 | $1.44M | 0.27% | +145+5.7% | Added |
| Fayez Sarofim & Co | 2,716 | $1.45M | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 2,717 | $1.45M | 0.22% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,743 | $1.45M | 0.00% | +559+25.6% | Added |
| HM Payson & Co | 2,729 | $1.46M | 0.02% | +33+1.2% | Added |
| Beacon Pointe Advisors, LLC | 2,747 | $1.47M | 0.02% | −335−10.9% | Reduced |
| Net Worth Advisory Group | 2,749 | $1.47M | 0.33% | −86−3.0% | Reduced |
| Fortress Private Ledger, LLC | 2,839 | $1.52M | 0.69% | −87−3.0% | Reduced |
| 44 Wealth Management LLC | 2,840 | $1.52M | 0.54% | −25−0.9% | Reduced |
| WBI Investments | 2,843 | $1.52M | 0.39% | +2,133+300.4% | Added |
| Smartleaf Asset Management LLC | 2,889 | $1.53M | 0.13% | +239+9.0% | Added |
| Old North State Trust, LLC | 2,859 | $1.53M | 1.04% | +404+16.5% | Added |
| La Banque Postale Asset Management SA | 2,860 | $1.53M | 0.02% | −322−10.1% | Reduced |
| Marks Group Wealth Management, Inc | 2,868 | $1.53M | 0.14% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 2,874 | $1.53M | 0.33% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,895 | $1.55M | 0.03% | +19+0.7% | Added |
| Sandy Cove Advisors, LLC | 2,917 | $1.56M | 0.56% | +5+0.2% | Added |
| HighPoint Advisor Group LLC | 2,926 | $1.56M | 0.08% | +88+3.1% | Added |
| Virtus Investment Advisers, Inc. | 2,973 | $1.59M | 0.54% | +487+19.6% | Added |
| NewEdge Wealth, LLC | 3,198 | $1.59M | 0.02% | −176−5.2% | Reduced |
| Tiaa Trust, National Association | 2,993 | $1.60M | 0.00% | +72+2.5% | Added |
| Courier Capital LLC | 2,995 | $1.60M | 0.10% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 3,000 | $1.60M | 0.51% | 00.0% | Unchanged |
| Pensionfund Sabic | 3,000 | $1.60M | 0.45% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 3,014 | $1.61M | 0.05% | −2,773−47.9% | Reduced |
| Trust Co of Vermont | 3,031 | $1.62M | 0.08% | +19+0.6% | Added |
| Huntington National Bank | 3,034 | $1.62M | 0.01% | +55+1.8% | Added |
| Palisade Asset Management, LLC | 3,034 | $1.62M | 0.16% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,037 | $1.62M | 0.06% | −23,622−88.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,038 | $1.62M | 0.02% | −21−0.7% | Reduced |
| Umb Bank N A | 3,039 | $1.62M | 0.03% | −124−3.9% | Reduced |
| Chilton Investment Co LLC | 3,044 | $1.62M | 0.04% | −33−1.1% | Reduced |
| Generali Asset Management SPA SGR | 3,056 | $1.63M | 0.04% | −1,481−32.6% | Reduced |
| Hilltop Partners LLC | 3,077 | $1.64M | 0.50% | +63+2.1% | Added |
| Prentice Wealth Management LLC | 3,085 | $1.65M | 0.43% | −143−4.4% | Reduced |
| Impact Investors, Inc | 3,089 | $1.65M | 1.17% | −36−1.2% | Reduced |
| Arkadios Wealth Advisors | 3,106 | $1.66M | 0.05% | −5,519−64.0% | Reduced |
| Affinity Investment Advisors, LLC | 3,141 | $1.68M | 1.27% | −312−9.0% | Reduced |
| Central Trust Co | 3,159 | $1.69M | 0.04% | −305−8.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,172 | $1.69M | 0.01% | +6+0.2% | Added |
| Pring Turner Capital Group Inc | 3,176 | $1.70M | 1.10% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,198 | $1.71M | 0.04% | −394−11.0% | Reduced |
| Fort Point Capital Partners LLC | 3,206 | $1.71M | 0.17% | +1,572+96.2% | Added |
| J.W. Cole Advisors, Inc. | 3,263 | $1.74M | 0.04% | −77−2.3% | Reduced |
| Quest Partners LLC | 3,279 | $1.75M | 0.17% | +1,600+95.3% | Added |
| Prudent Man Advisors, LLC | 3,293 | $1.76M | 0.56% | +320+10.8% | Added |
| Mesirow Financial Investment Management, Inc. | 3,320 | $1.77M | 0.03% | −92−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 3,344 | $1.78M | 0.02% | +477+16.6% | Added |
| EP Wealth Advisors, LLC | 3,380 | $1.80M | 0.01% | +629+22.9% | Added |
| Letson Investment Management, Inc. | 3,381 | $1.80M | 0.71% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3,387 | $1.81M | 1.77% | −26−0.8% | Reduced |
| YANKCOM Partnership | 3,428 | $1.83M | 0.90% | +226+7.1% | Added |
| Natixis | 3,435 | $1.83M | 0.01% | −6,333−64.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,444 | $1.84M | 0.14% | +57+1.7% | Added |
| Pensionmark Financial Group, LLC | 3,454 | $1.84M | 0.04% | +1,800+108.8% | Added |
| 17 Capital Partners, LLC | 3,516 | $1.88M | 1.08% | −1,889−34.9% | Reduced |
| Atria Wealth Solutions, Inc. | 3,523 | $1.88M | 0.04% | +332+10.4% | Added |
| Siemens Fonds Invest GmbH | 3,532 | $1.89M | 0.11% | +208+6.3% | Added |
| Wedmont Private Capital | 3,516 | $1.90M | 0.08% | +22+0.6% | Added |
| Tectonic Advisors LLC | 3,590 | $1.92M | 0.11% | +208+6.2% | Added |
| Coastal Bridge Advisors, LLC | 3,595 | $1.92M | 0.16% | +59+1.7% | Added |
| Fiduciary Trust Co | 3,606 | $1.92M | 0.02% | +99+2.8% | Added |
| Tower Research Capital LLC (TRC) | 3,625 | $1.93M | 0.05% | +1,441+66.0% | Added |
| Citizens Financial Group Inc | 3,633 | $1.94M | 0.03% | +795+28.0% | Added |
| Avantax Advisory Services, Inc. | 3,665 | $1.96M | 0.01% | +1,086+42.1% | Added |
| Empirical Finance, LLC | 3,667 | $1.96M | 0.10% | +24+0.7% | Added |
| Dean Capital Management | 3,686 | $1.97M | 0.81% | +197+5.6% | Added |
| Procyon Private Wealth Partners, LLC | 3,692 | $1.97M | 0.19% | −2,866−43.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 3,712 | $1.98M | 0.10% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 3,714 | $1.98M | 0.45% | +2,105+130.8% | Added |
| E. Ohman J:or Asset Management AB | 3,730 | $1.99M | 0.05% | −650−14.8% | Reduced |
| Kestra Private Wealth Services, LLC | 3,735 | $1.99M | 0.03% | −534−12.5% | Reduced |
| MainStreet Investment Advisors LLC | 3,771 | $2.01M | 0.28% | +48+1.3% | Added |
| Synovus Financial Corp | 3,794 | $2.03M | 0.02% | +1,034+37.5% | Added |
| Chemistry Wealth Management LLC | 3,810 | $2.03M | 0.44% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 3,812 | $2.03M | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,819 | $2.04M | 0.03% | −918−19.4% | Reduced |
| HB Wealth Management, LLC | 3,828 | $2.04M | 0.02% | −773−16.8% | Reduced |
| CNB Bank | 3,840 | $2.05M | 0.97% | −223−5.5% | Reduced |
| Jacobi Capital Management LLC | 3,859 | $2.06M | 0.14% | +132+3.5% | Added |
| Teachers Insurance & Annuity Association of America | 3,875 | $2.07M | 2.58% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,879 | $2.07M | 0.27% | −106−2.7% | Reduced |
| Covenant Partners, LLC | 3,882 | $2.07M | 0.62% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,919 | $2.09M | 0.09% | +3,919 | New |
| Fifth Third Wealth Advisors LLC | 3,922 | $2.09M | 0.09% | −91−2.3% | Reduced |
| Clearstead Advisors, LLC | 3,940 | $2.10M | 0.03% | +135+3.5% | Added |
| Prescott Group Capital Management, L.L.C. | 4,000 | $2.13M | 0.25% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,009 | $2.14M | 0.11% | −2,245−35.9% | Reduced |
| Plato Investment Management Ltd | 4,044 | $2.15M | 0.16% | −1,723−29.9% | Reduced |
| TruWealth Advisors, LLC | 4,060 | $2.17M | 0.12% | −134−3.2% | Reduced |
| Zhang Financial LLC | 4,096 | $2.19M | 0.10% | −320−7.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,096 | $2.19M | 0.24% | +20+0.5% | Added |
| XTX Topco Ltd | 4,112 | $2.19M | 0.09% | +2,328+130.5% | Added |
| Gsa Capital Partners LLP | 4,125 | $2.20M | 0.15% | +1,631+65.4% | Added |
| Caldwell Trust Co | 4,144 | $2.21M | 0.22% | −61−1.5% | Reduced |
| Global Retirement Partners, LLC | 4,181 | $2.23M | 0.06% | +4,181 | New |