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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 711 | $361.5K | 0.03% | +10+1.4% | Added |
| Scotia Capital Inc. | 675 | $360.2K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 670 | $357.6K | 0.01% | −544−44.8% | Reduced |
| Childress Capital Advisors, LLC | 667 | $356.2K | 0.09% | +92+16.0% | Added |
| Northwest Bancshares, Inc. | 667 | $356.0K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 663 | $355.8K | 0.01% | +153+30.0% | Added |
| Narus Financial Partners, LLC | 664 | $354.4K | 0.11% | −66−9.0% | Reduced |
| Valmark Advisers, Inc. | 661 | $352.6K | 0.00% | −7−1.0% | Reduced |
| One Wealth Capital Management, LLC | 656 | $350.1K | 0.16% | −118−15.2% | Reduced |
| Twinbeech Capital LP | 654 | $349.1K | 0.01% | −637−49.3% | Reduced |
| Csenge Advisory Group | 683 | $348.0K | 0.02% | −26−3.7% | Reduced |
| Argent Capital Management LLC | 652 | $348.0K | 0.01% | −45,965−98.6% | Reduced |
| Abel Hall, LLC | 648 | $346.1K | 0.16% | +98+17.8% | Added |
| 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 |
| Parcion Private Wealth LLC | 645 | $344.3K | 0.02% | −111−14.7% | Reduced |
| Commerzbank Aktiengesellschaft | 641 | $343.0K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 638 | $340.5K | 0.03% | −7−1.1% | Reduced |
| MONECO Advisors, LLC | 637 | $340.0K | 0.03% | −50−7.3% | Reduced |
| OneAscent Financial Services LLC | 636 | $340.0K | 0.02% | −132−17.2% | Reduced |
| SPC Financial, Inc. | 637 | $340.0K | 0.03% | +2+0.3% | Added |
| Royal Fund Management, LLC | 636 | $339.4K | 0.04% | +2+0.3% | Added |
| CWA Asset Management Group, LLC | 634 | $338.4K | 0.01% | +94+17.4% | Added |
| SlateStone Wealth, LLC | 633 | $338.0K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 633 | $337.9K | 0.01% | +62+10.9% | Added |
| Deseret Mutual Benefit Administrators | 632 | $337.3K | 0.16% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 630 | $336.3K | 0.02% | +2+0.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 629 | $335.9K | 0.09% | +2+0.3% | Added |
| MTM Investment Management, LLC | 626 | $334.1K | 0.11% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 625 | $333.6K | 0.16% | 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 |
| Illumine Investment Management, LLC | 622 | $332.0K | 0.26% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 618 | $329.8K | 0.02% | +87+16.4% | Added |
| NDVR, Inc. | 615 | $328.2K | 0.31% | −1−0.2% | Reduced |
| Optimist Retirement Group LLC | 615 | $328.2K | 0.16% | +64+11.6% | Added |
| Chesapeake Wealth Management | 615 | $328.2K | 0.11% | −10−1.6% | Reduced |
| OneAscent Investment Solutions LLC | 615 | $328.0K | 0.35% | −2−0.3% | Reduced |
| Argus Investors' Counsel, Inc. | 610 | $325.6K | 0.23% | −3−0.5% | Reduced |
| Wealthstream Advisors, Inc. | 608 | $324.5K | 0.05% | +15+2.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 606 | $323.4K | 0.04% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 603 | $321.8K | 0.21% | 00.0% | Unchanged |
| 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 |
| Core Alternative Capital | 599 | $319.7K | 0.09% | +596+19,866.7% | Added |
| Cornerstone Wealth Group, LLC | 597 | $318.4K | 0.02% | −5−0.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 591 | $315.6K | 0.03% | +7+1.2% | Added |
| Catalyst Funds Management Pty Ltd | 590 | $314.9K | 0.09% | +50+9.3% | Added |
| Schnieders Capital Management LLC | 587 | $313.3K | 0.05% | +587 | New |
| David Loasby | 624 | $312.9K | 0.03% | +21+3.5% | Added |
| Washington Capital Management Inc | 586 | $312.8K | 0.23% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 584 | $311.7K | 0.11% | +72+14.1% | Added |
| Institute for Wealth Management, LLC. | 584 | $311.7K | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 583 | $311.2K | 0.05% | −87−13.0% | Reduced |
| Tortoise Investment Management, LLC | 582 | $310.7K | 0.03% | +159+37.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 582 | $310.6K | 0.03% | +27+4.9% | Added |
| Five Oceans Advisors | 581 | $310.1K | 0.13% | +3+0.5% | Added |
| Liberty Square Wealth Partners LLC | 577 | $308.0K | 0.11% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 577 | $308.0K | 0.18% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 575 | $307.3K | 0.02% | +42+7.9% | Added |
| Apella Capital, LLC | 571 | $306.3K | 0.01% | −10−1.7% | Reduced |
| denkapparat Operations GmbH | 572 | $305.3K | 0.24% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 646 | $303.5K | 0.03% | 00.0% | Unchanged |
| Accredited Investors Inc. | 568 | $303.2K | 0.02% | 00.0% | Unchanged |
| Westmount Partners, LLC | 568 | $303.2K | 0.08% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 565 | $301.6K | 0.16% | +28+5.2% | Added |
| Emprise Bank | 558 | $297.8K | 0.14% | −36−6.1% | Reduced |
| Paragon Private Wealth Management, LLC | 558 | $297.8K | 0.12% | +75+15.5% | Added |
| Maseco LLP | 556 | $296.5K | 0.01% | +556 | New |
| Gilman Hill Asset Management, LLC | 555 | $296.2K | 0.05% | +50+9.9% | Added |
| Avenue 1 Advisors, LLC | 553 | $295.2K | 0.10% | −31−5.3% | Reduced |
| Moody National Bank Trust Division | 553 | $295.2K | 0.03% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 553 | $295.2K | 0.04% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 551 | $294.1K | 0.10% | 00.0% | Unchanged |
| Philadelphia Trust Co | 550 | $294.0K | 0.02% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 546 | $291.4K | 0.03% | +546 | New |
| Walker Asset Management, LLC | 545 | $290.9K | 0.17% | +2+0.4% | Added |
| Jefferies Financial Group Inc. | 540 | $288.2K | 0.00% | −29,986−98.2% | Reduced |
| Wealthstar Advisors, LLC | 538 | $287.1K | 0.11% | 00.0% | Unchanged |
| Hemington Wealth Management | 538 | $287.0K | 0.04% | +17+3.3% | Added |
| Hamilton Capital, LLC | 536 | $286.2K | 0.02% | +12+2.3% | Added |
| Regimen Wealth, LLC | 527 | $281.0K | 0.09% | +2+0.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 526 | $280.6K | 0.02% | −1−0.2% | Reduced |
| Wilkins Investment Counsel Inc | 525 | $280.2K | 0.04% | −25−4.5% | Reduced |
| JBF Capital, Inc. | 525 | $280.2K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 527 | $280.0K | 0.00% | +47+9.8% | Added |
| MBB Public Markets I LLC | 521 | $278.1K | 0.03% | −120−18.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 521 | $278.1K | 0.02% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 519 | $277.0K | 0.01% | −5−1.0% | Reduced |
| Alta Advisers Ltd | 516 | $275.4K | 0.10% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 516 | $275.4K | 0.03% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 513 | $273.8K | 0.08% | −31−5.7% | Reduced |
| Revolve Wealth Partners, LLC | 507 | $270.6K | 0.04% | −111−18.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 506 | $270.1K | 0.01% | +6+1.2% | Added |
| Baker Tilly Wealth Management, LLC | 503 | $268.5K | 0.10% | +2+0.4% | Added |
| KCM Investment Advisors LLC | 503 | $268.5K | 0.01% | −11−2.1% | Reduced |
| Oldfather Financial Services, LLC | 503 | $268.5K | 0.09% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 500 | $266.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 500 | $266.9K | 0.00% | +500 | New |