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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 394 | $210.2K | 0.00% | +394 | New |
| Crawford Investment Counsel Inc | 392 | $209.2K | 0.00% | +392 | New |
| McGlone Suttner Wealth Management, Inc. | 392 | $209.2K | 0.03% | +392 | New |
| Essential Partners LLC | 391 | $208.7K | 0.08% | +391 | New |
| Means Investment Co., Inc. | 391 | $208.5K | 0.02% | +391 | New |
| Wimmer Associates 1, LLC | 390 | $208.2K | 0.11% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 390 | $208.2K | 0.01% | +390 | New |
| White Lighthouse Investment Management Inc. | 388 | $207.1K | 0.03% | +388 | New |
| Victory Financial Group, LLC | 388 | $207.1K | 0.03% | +388 | New |
| Good Steward Wealth Advisors,LLC | 386 | $206.0K | 0.16% | +386 | New |
| Aberdeen Wealth Management LLC | 386 | $206.0K | 0.14% | +386 | New |
| D'Orazio & Associates, Inc. | 382 | $203.9K | 0.03% | +382 | New |
| Cozad Asset Management Inc | 381 | $203.4K | 0.02% | +381 | New |
| Peapack Gladstone Financial Corp | 380 | $203.0K | 0.00% | +380 | New |
| Sonora Investment Management Group, LLC | 380 | $202.8K | 0.02% | +380 | New |
| LRI Investments, LLC | 380 | $202.7K | 0.02% | −99−20.7% | Reduced |
| Waterloo Capital, L.P. | 377 | $201.0K | 0.02% | +377 | New |
| United Community Bank | 369 | $196.9K | 0.07% | +10+2.8% | Added |
| Leonteq Securities AG | 367 | $195.9K | 0.01% | +302+464.6% | Added |
| Creative Financial Designs Inc | 366 | $195.3K | 0.01% | +2+0.5% | Added |
| North Capital, Inc. | 360 | $192.1K | 0.17% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 355 | $189.5K | 0.11% | +99+38.7% | Added |
| Cohen & Steers, Inc. | 350 | $187.0K | 0.00% | +100+40.0% | Added |
| Strategic Wealth Partners, Ltd. | 342 | $182.5K | 0.01% | +342 | New |
| Financial Perspectives, Inc | 338 | $180.2K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 334 | $178.3K | 0.00% | −637−65.6% | Reduced |
| Bank of Jackson Hole Trust | 330 | $176.1K | 0.10% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 310 | $165.5K | 0.03% | +98+46.2% | Added |
| North Star Investment Management Corp. | 307 | $163.9K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 296 | $159.0K | 0.09% | 00.0% | Unchanged |
| Ostrum Asset Management | 296 | $158.0K | 0.01% | −7−2.3% | Reduced |
| Westpac Banking Corp | 290 | $154.8K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 290 | $154.8K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 288 | $153.7K | 0.09% | +9+3.2% | Added |
| MUFG Securities EMEA plc | 281 | $150.0K | 0.01% | +281 | New |
| Field & Main Bank | 280 | $149.4K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 276 | $147.3K | 0.18% | −114−29.2% | Reduced |
| Anchor Investment Management, LLC | 270 | $144.1K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 269 | $144.0K | 0.01% | −7−2.5% | Reduced |
| Kozak & Associates, Inc. | 264 | $142.2K | 0.03% | +1+0.4% | Added |
| Onefund, LLC | 263 | $140.0K | 0.10% | +263 | New |
| New Age Alpha Advisors, LLC | 262 | $139.8K | 0.01% | −2−0.8% | Reduced |
| McIlrath & Eck, LLC | 261 | $139.3K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 261 | $139.3K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 261 | $139.3K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 255 | $136.1K | 0.02% | −255−50.0% | Reduced |
| Heritage Wealth Advisors | 254 | $135.6K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 252 | $134.5K | 0.06% | −33−11.6% | Reduced |
| Estabrook Capital Management | 330 | $134.0K | 0.02% | +180+120.0% | Added |
| Coston, McIsaac & Partners | 252 | $134.0K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 251 | $134.0K | 0.01% | −14−5.3% | Reduced |
| Hamilton Capital Partners Inc. | 251 | $134.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 249 | $133.0K | 0.00% | +15+6.4% | Added |
| Old Second National Bank of Aurora | 245 | $130.8K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 243 | $129.7K | 0.07% | +243 | New |
| S-Bank Fund Management Ltd | 236 | $126.0K | 0.02% | −26−9.9% | Reduced |
| SRS Capital Advisors, Inc. | 227 | $121.2K | 0.01% | −67−22.8% | Reduced |
| Zions Bancorporation, National Association | 223 | $119.0K | 0.01% | +123+123.0% | Added |
| 1620 Investment Advisors, Inc. | 220 | $117.4K | 0.08% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 215 | $114.8K | 0.09% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 205 | $109.4K | 0.01% | 00.0% | Unchanged |
| Motco | 211 | $109.3K | 0.01% | +6+2.9% | Added |
| Kimelman & Baird, LLC | 200 | $106.7K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 191 | $101.9K | 0.02% | 00.0% | Unchanged |
| BSN Capital Partners Ltd | 193 | $99.9K | 0.01% | +193 | New |
| Pinnacle Bancorp, Inc. | 186 | $99.3K | 0.03% | −11−5.6% | Reduced |
| Flagship Wealth Advisors, LLC | 185 | $98.7K | 0.04% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 182 | $97.3K | 0.02% | +122+203.3% | Added |
| Ofi Invest Asset Management | 214 | $97.3K | 0.00% | +80+59.7% | Added |
| Montag A & Associates Inc | 182 | $97.3K | 0.00% | −4−2.2% | Reduced |
| Central Pacific Bank - Trust Division | 180 | $96.1K | 0.01% | −20−10.0% | Reduced |
| State of Wyoming | 170 | $90.7K | 0.01% | −228−57.3% | Reduced |
| American National Bank | 169 | $90.2K | 0.01% | −6−3.4% | Reduced |
| Resources Management Corp | 165 | $88.0K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 160 | $85.4K | 0.02% | +160 | New |
| Operose Advisors LLC | 159 | $84.9K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 159 | $84.9K | 0.03% | +70+78.7% | Added |
| Tompkins Financial Corp | 159 | $84.9K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $84.9K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $84.9K | 0.03% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 156 | $83.3K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 155 | $82.7K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 153 | $81.7K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $81.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 149 | $79.6K | 0.03% | −16−9.7% | Reduced |
| Evermay Wealth Management LLC | 148 | $79.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 146 | $77.8K | 0.02% | +1+0.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $74.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 137 | $73.0K | 0.03% | +14+11.4% | Added |
| Westend Capital Management, LLC | 129 | $68.9K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 129 | $68.9K | 0.02% | +129 | New |
| Twin Peaks Wealth Advisors, LLC | 126 | $65.1K | 0.02% | +126 | New |
| Battery Global Advisors, LLC | 119 | $63.5K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 118 | $62.0K | 0.03% | −7−5.6% | Reduced |
| CGC Financial Services, LLC | 116 | $61.9K | 0.02% | +116 | New |
| Itau Unibanco Holding S.A. | 113 | $60.3K | 0.00% | −17−13.1% | Reduced |
| First Financial Corp | 110 | $58.7K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 110 | $58.7K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 106 | $56.6K | 0.00% | +106 | New |
| JFS Wealth Advisors, LLC | 105 | $56.0K | 0.00% | −1−0.9% | Reduced |