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 |
|---|---|---|---|---|---|
| Sunbeam Capital Management, LLC | 500 | $266.8K | 0.20% | +1+0.2% | Added |
| Mutual Advisors, LLC | 511 | $266.5K | 0.01% | +22+4.5% | Added |
| Heritage Investment Group, Inc. | 497 | $265.3K | 0.05% | −7−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 497 | $265.3K | 0.01% | −6−1.2% | Reduced |
| Natural Investments, LLC | 498 | $265.0K | 0.07% | −6−1.2% | Reduced |
| Archer Investment Corp | 494 | $263.7K | 0.06% | +494 | New |
| Revisor Wealth Management LLC | 486 | $263.7K | 0.10% | 00.0% | Unchanged |
| WBH Advisory Inc | 493 | $263.2K | 0.02% | −150−23.3% | Reduced |
| Cidel Asset Management Inc | 493 | $263.1K | 0.02% | −23−4.5% | Reduced |
| SeaCrest Wealth Management, LLC | 491 | $262.1K | 0.03% | −120−19.6% | Reduced |
| Arete Wealth Advisors, LLC | 489 | $261.0K | 0.02% | +17+3.6% | Added |
| Cherry Tree Wealth Management, LLC | 489 | $261.0K | 0.06% | −32−6.1% | Reduced |
| Sigma Planning Corp | 488 | $260.5K | 0.01% | −1,219−71.4% | Reduced |
| Los Angeles Capital Management LLC | 488 | $260.5K | 0.00% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 487 | $259.9K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 486 | $259.4K | 0.01% | −13−2.6% | Reduced |
| ORG Wealth Partners, LLC | 481 | $259.2K | 0.06% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 500 | $259.1K | 0.14% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 484 | $258.3K | 0.01% | +30+6.6% | Added |
| Delta Investment Management, LLC | 484 | $258.1K | 0.05% | −123−20.3% | Reduced |
| Legacy Financial Advisors, Inc. | 482 | $257.4K | 0.04% | +40+9.0% | Added |
| Guardian Wealth Advisors, LLC | 482 | $257.3K | 0.02% | −27−5.3% | Reduced |
| Platform Technology Partners | 482 | $257.3K | 0.07% | −2−0.4% | Reduced |
| GenTrust, LLC | 480 | $256.4K | 0.01% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 480 | $256.2K | 0.00% | 00.0% | Unchanged |
| Chicago Capital, LLC | 478 | $255.1K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 477 | $254.6K | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 476 | $254.3K | 0.01% | +6+1.3% | Added |
| Cornerstone Planning Group LLC | 502 | $253.4K | 0.05% | −3−0.6% | Reduced |
| Boyd Watterson Asset Management LLC | 474 | $253.1K | 0.08% | +24+5.3% | Added |
| Horan Securities, Inc. | 474 | $252.9K | 0.09% | +5+1.1% | Added |
| Rebalance, LLC | 472 | $251.9K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 470 | $250.9K | 0.02% | −47−9.1% | Reduced |
| Alpha Family Trust | 470 | $250.9K | 0.12% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 469 | $250.2K | 0.01% | −96−17.0% | Reduced |
| TCI Wealth Advisors, Inc. | 467 | $249.3K | 0.02% | −5−1.1% | Reduced |
| Ameritas Advisory Services, LLC | 466 | $249.0K | 0.01% | −224−32.5% | Reduced |
| New Century Financial Group, LLC | 466 | $248.7K | 0.29% | +466 | New |
| Harvest Fund Management Co., Ltd | 465 | $248.0K | 0.01% | −826−64.0% | Reduced |
| Clear Creek Financial Management, LLC | 463 | $247.1K | 0.02% | −26−5.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 458 | $244.4K | 0.03% | +15+3.4% | Added |
| Crews Bank & Trust | 458 | $244.4K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 457 | $243.9K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 456 | $243.4K | 0.10% | +20+4.6% | Added |
| Washington Trust Advisors, Inc. | 453 | $241.7K | 0.02% | −4−0.9% | Reduced |
| Empower Advisory Group, LLC | 452 | $241.2K | 0.00% | −5−1.1% | Reduced |
| Rockland Trust Co | 452 | $241.2K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 452 | $241.2K | 0.01% | +11+2.5% | Added |
| Avidian Wealth Solutions, LLC | 448 | $239.0K | 0.01% | +2+0.4% | Added |
| Geneos Wealth Management Inc. | 447 | $238.6K | 0.01% | +23+5.4% | Added |
| CVA Family Office, LLC | 445 | $237.5K | 0.03% | +3+0.7% | Added |
| West Oak Capital, LLC | 445 | $237.5K | 0.09% | −5−1.1% | Reduced |
| Private Client Services, LLC | 441 | $235.2K | 0.09% | −36−7.5% | Reduced |
| Abacus Planning Group, Inc. | 437 | $233.2K | 0.03% | −11−2.5% | Reduced |
| Joel Isaacson & Co., LLC | 437 | $233.2K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 440 | $232.4K | 0.01% | +440 | New |
| Marathon Capital Management | 435 | $232.2K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 433 | $231.0K | 0.03% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 430 | $229.5K | 0.01% | −1,448−77.1% | Reduced |
| Eagle Bay Advisors LLC | 430 | $229.4K | 0.19% | −67−13.5% | Reduced |
| Independent Family Office, LLC | 428 | $228.4K | 0.11% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 427 | $227.9K | 0.06% | −1−0.2% | Reduced |
| Perennial Investment Advisors, LLC | 427 | $227.7K | 0.02% | −110−20.5% | Reduced |
| Nicolet Bankshares Inc | 425 | $226.8K | 0.04% | +425 | New |
| Aviso Wealth Management | 425 | $226.8K | 0.11% | +425 | New |
| GHP Investment Advisors, Inc. | 425 | $226.6K | 0.01% | +1+0.2% | Added |
| Macroview Investment Management LLC | 422 | $225.2K | 0.18% | −1−0.2% | Reduced |
| Clark Financial Services Group Inc | 422 | $225.2K | 0.14% | +422 | New |
| Capstone Investment Advisors, LLC | 420 | $224.2K | 0.00% | +420 | New |
| Silvia McColl Wealth Management, LLC | 418 | $223.1K | 0.16% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 417 | $222.6K | 0.13% | −91−17.9% | Reduced |
| Western Wealth Management, LLC | 416 | $222.0K | 0.01% | +416 | New |
| Weaver Consulting Group | 415 | $221.5K | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 414 | $221.0K | 0.01% | −1,079−72.3% | Reduced |
| one8zero8, LLC | 414 | $221.0K | 0.05% | −22−5.0% | Reduced |
| Midland Wealth Advisors LLC | 413 | $220.4K | 0.01% | −51−11.0% | Reduced |
| Harbor Investment Advisory, LLC | 412 | $219.9K | 0.02% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 412 | $219.9K | 0.06% | +412 | New |
| Lansing Street Advisors | 410 | $218.9K | 0.07% | −6−1.4% | Reduced |
| Prosperity Consulting Group, LLC | 409 | $218.5K | 0.02% | −1,757−81.1% | Reduced |
| Amplius Wealth Advisors, LLC | 408 | $217.8K | 0.02% | +408 | New |
| Crestwood Advisors Group LLC | 407 | $217.2K | 0.00% | +407 | New |
| West Family Investments, Inc. | 407 | $217.2K | 0.06% | +407 | New |
| Magnetar Financial LLC | 406 | $216.7K | 0.00% | −9,255−95.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 406 | $216.7K | 0.01% | +406 | New |
| Investment Advisory Services Inc | 405 | $216.4K | 0.07% | +405 | New |
| Foster Group, Inc. | 405 | $216.3K | 0.01% | +405 | New |
| Alpine Woods Capital Investors, LLC | 405 | $216.2K | 0.05% | +405 | New |
| Whalerock Point Partners, LLC | 405 | $216.2K | 0.05% | +405 | New |
| RiverFront Investment Group, LLC | 403 | $215.1K | 0.00% | +403 | New |
| Brookwood Investment Group LLC | 401 | $214.2K | 0.03% | −197−32.9% | Reduced |
| GeoWealth Management, LLC | 401 | $214.0K | 0.01% | +12+3.1% | Added |
| Avestar Capital, LLC | 400 | $213.5K | 0.02% | −464−53.7% | Reduced |
| E&G Advisors, LP | 400 | $213.5K | 0.06% | +400 | New |
| Mengis Capital Management, Inc. | 400 | $213.5K | 0.05% | +400 | New |
| Roehl & Yi Investment Advisors, LLC | 400 | $213.5K | 0.11% | +400 | New |
| Morningstar Investment Management LLC | 398 | $212.0K | 0.02% | +398 | New |
| Keebeck Alpha, LP | 396 | $211.4K | 0.35% | −33−7.7% | Reduced |
| Moors & Cabot, Inc. | 395 | $210.8K | 0.01% | −43−9.8% | Reduced |
| Webster Bank, N. A. | 394 | $210.3K | 0.02% | +87+28.3% | Added |