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 |
|---|---|---|---|---|---|
| Traub Capital Management LLC | 105 | $56.0K | 0.05% | +105 | New |
| CoreCap Advisors, LLC | 103 | $55.0K | 0.00% | −31−23.1% | Reduced |
| Rexford Capital Inc | 102 | $54.4K | 0.05% | +102 | New |
| Delta Asset Management LLC | 100 | $53.4K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $53.4K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 98 | $52.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 96 | $52.0K | 0.03% | +2+2.1% | Added |
| Asset Dedication, LLC | 97 | $51.8K | 0.00% | +4+4.3% | Added |
| Bell Investment Advisors, Inc | 92 | $49.1K | 0.01% | +1+1.1% | Added |
| Millstone Evans Group, LLC | 88 | $47.0K | 0.03% | 00.0% | Unchanged |
| Promus Capital, LLC | 88 | $47.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 88 | $46.7K | 0.00% | −25−22.1% | Reduced |
| Albion Financial Group | 87 | $46.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 85 | $45.0K | 0.00% | +32+60.4% | Added |
| Morse Asset Management, Inc | 80 | $42.7K | 0.01% | +80 | New |
| Abound Wealth Management | 79 | $42.3K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 79 | $42.2K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 78 | $41.6K | 0.00% | −2−2.5% | Reduced |
| Hager Investment Management Services, LLC | 75 | $40.0K | 0.02% | +40+114.3% | Added |
| Solstein Capital, LLC | 70 | $37.4K | 0.02% | +24+52.2% | Added |
| Roble, Belko & Company, Inc | 69 | $37.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 69 | $36.8K | 0.01% | +1+1.5% | Added |
| WFA of San Diego, LLC | 68 | $36.3K | 0.03% | +68 | New |
| Oakworth Capital, Inc. | 67 | $35.8K | 0.00% | −16−19.3% | Reduced |
| Mascoma Wealth Management LLC | 66 | $35.2K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 65 | $34.7K | 0.05% | +65 | New |
| Clear Street Markets LLC | 64 | $34.2K | 0.01% | +64 | New |
| Rialto Wealth Management, LLC | 62 | $33.1K | 0.01% | +9+17.0% | Added |
| Key Financial Inc | 61 | $32.6K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 60 | $32.2K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 60 | $32.0K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 60 | $32.0K | 0.02% | 00.0% | Unchanged |
| Winnow Wealth LLC | 60 | $32.0K | 0.02% | +57+1,900.0% | Added |
| DiNuzzo Private Wealth, Inc. | 59 | $31.5K | 0.00% | +1+1.7% | Added |
| Transamerica Financial Advisors, Inc. | 59 | $31.3K | 0.00% | −7−10.6% | Reduced |
| Westside Investment Management, Inc. | 58 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 57 | $30.4K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 56 | $30.4K | 0.00% | +30+115.4% | Added |
| Holos Integrated Wealth LLC | 60 | $30.3K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 56 | $29.9K | 0.01% | −18−24.3% | Reduced |
| Creative Capital Management Investments LLC | 56 | $29.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 55 | $29.4K | 0.01% | −50−47.6% | Reduced |
| Mechanics Financial Corp | 55 | $29.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 55 | $29.4K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 55 | $29.2K | 0.01% | +1+1.9% | Added |
| Whipplewood Advisors, LLC | 53 | $28.3K | 0.02% | +22+71.0% | Added |
| Twin Lakes Capital Management, LLC | 53 | $28.2K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 51 | $27.2K | 0.00% | −7−12.1% | Reduced |
| AdvisorNet Financial, Inc | 50 | $26.7K | 0.00% | −3−5.7% | Reduced |
| Wolff Wiese Magana LLC | 50 | $26.7K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $26.7K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $26.7K | 0.00% | +16+47.1% | Added |
| Financial Management Professionals, Inc. | 49 | $26.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 46 | $24.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 45 | $24.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 45 | $24.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 45 | $24.0K | 0.01% | +42+1,400.0% | Added |
| South State Corp. | 44 | $23.5K | 0.00% | −76−63.3% | Reduced |
| Creekmur Asset Management LLC | 43 | $22.9K | 0.00% | +43 | New |
| Sierra Ocean, LLC | 42 | $22.5K | 0.02% | 00.0% | Unchanged |
| Copia Wealth Management | 40 | $21.3K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $20.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 39 | $20.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 39 | $20.8K | 0.02% | −30−43.5% | Reduced |
| Valued Wealth Advisors LLC | 37 | $19.8K | 0.01% | −10−21.3% | Reduced |
| Rogco, LP | 37 | $19.7K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 35 | $18.7K | 0.02% | 00.0% | Unchanged |
| Birchbrook, Inc. | 34 | $18.1K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 33 | $17.6K | 0.00% | +33 | New |
| Strategic Investment Solutions, Inc. | 33 | $17.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 32 | $17.1K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 33 | $16.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 31 | $16.5K | 0.00% | −55−64.0% | Reduced |
| Banque Transatlantique SA | 30 | $16.1K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 30 | $16.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 30 | $16.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 29 | $15.5K | 0.00% | −1,656−98.3% | Reduced |
| Main Street Group, LTD | 28 | $14.7K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 27 | $14.4K | 0.00% | +27 | New |
| JNBA Financial Advisors | 26 | $13.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $13.9K | 0.00% | +12+85.7% | Added |
| Costello Asset Management, INC | 25 | $13.1K | 0.00% | +1+4.2% | Added |
| Ogorek Anthony Joseph | 26 | $13.0K | 0.00% | −5−16.1% | Reduced |
| Bruce G. Allen Investments, LLC | 24 | $12.8K | 0.01% | −9−27.3% | Reduced |
| Financial Network Wealth Advisors LLC | 24 | $12.8K | 0.02% | 00.0% | Unchanged |
| Kilter Group LLC | 23 | $12.3K | 0.01% | +23 | New |
| Avion Wealth | 23 | $12.0K | 0.00% | +7+43.8% | Added |
| Country Trust Bank | 22 | $11.7K | 0.00% | −38−63.3% | Reduced |
| Beacon Capital Management, LLC | 21 | $11.2K | 0.00% | −14−40.0% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $11.0K | 0.00% | +2+11.1% | Added |
| Indiana Trust & Investment Management CO | 20 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 20 | $10.7K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 20 | $10.7K | 0.00% | +20 | New |
| Sachetta, LLC | 18 | $9.61K | 0.00% | +2+12.5% | Added |
| Plante Moran Financial Advisors, LLC | 18 | $9.61K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $9.61K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 17 | $9.07K | 0.00% | 00.0% | Unchanged |
| City State Bank | 17 | $9.07K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $8.42K | 0.00% | −1−6.3% | Reduced |
| IMG Wealth Management, Inc. | 15 | $8.01K | 0.01% | +15 | New |