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
- 1,363
- +15 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
- 120
- 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 |
|---|---|---|---|---|---|
| Legacy Private Trust Co. | 11,427 | $6.10M | 0.39% | −375−3.2% | Reduced |
| Bokf, NA | 11,357 | $6.06M | 0.10% | +99+0.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,338 | $6.05M | 0.05% | +92+0.8% | Added |
| American Assets Investment Management, LLC | 11,250 | $6.00M | 0.48% | 00.0% | Unchanged |
| Arjuna Capital | 11,003 | $5.87M | 1.55% | −567−4.9% | Reduced |
| NorthRock Partners, LLC | 10,955 | $5.85M | 0.15% | +897+8.9% | Added |
| Edgestream Partners, L.P. | 10,900 | $5.82M | 0.16% | +9,766+861.2% | Added |
| Bank of Nova Scotia | 10,821 | $5.78M | 0.01% | −18,275−62.8% | Reduced |
| Vise Technologies, Inc. | 10,754 | $5.74M | 0.24% | +10,754 | New |
| Gamco Investors, Inc. Et Al | 10,702 | $5.71M | 0.06% | +627+6.2% | Added |
| Red Cedar Investment Management, LLC | 10,522 | $5.62M | 0.71% | 00.0% | Unchanged |
| Axiom Investors LLC | 10,381 | $5.54M | 0.05% | −235,485−95.8% | Reduced |
| Atlantic Union Bankshares Corp | 10,379 | $5.54M | 0.13% | +339+3.4% | Added |
| Hohimer Wealth Management, LLC | 10,332 | $5.51M | 0.98% | −40−0.4% | Reduced |
| OP Asset Management Ltd | 10,330 | $5.51M | 0.08% | −167−1.6% | Reduced |
| Woodline Partners LP | 10,300 | $5.50M | 0.03% | −63,231−86.0% | Reduced |
| Kerusso Capital Management LLC | 10,272 | $5.48M | 3.39% | +50.0% | Added |
| Crossmark Global Holdings, Inc. | 10,104 | $5.39M | 0.09% | +214+2.2% | Added |
| Birch Financial Group, LLC | 10,065 | $5.37M | 4.30% | +32+0.3% | Added |
| SOA Wealth Advisors, LLC. | 10,026 | $5.35M | 1.01% | +187+1.9% | Added |
| Kestra Advisory Services, LLC | 9,937 | $5.30M | 0.03% | +673+7.3% | Added |
| Advisory Services Network, LLC | 10,062 | $5.21M | 0.08% | +1,257+14.3% | Added |
| TD Waterhouse Canada Inc. | 9,652 | $5.20M | 0.04% | +913+10.4% | Added |
| Bulltick Wealth Management, LLC | 9,720 | $5.19M | 1.28% | 00.0% | Unchanged |
| Atria Investments LLC | 9,663 | $5.16M | 0.06% | −1,303−11.9% | Reduced |
| Lido Advisors, LLC | 9,589 | $5.12M | 0.03% | −919−8.7% | Reduced |
| Equitable Trust Co | 9,410 | $5.02M | 0.25% | −1,138−10.8% | Reduced |
| BancorpSouth Bank | 9,350 | $4.99M | 0.33% | +65+0.7% | Added |
| Burney Co | 9,125 | $4.87M | 0.16% | +275+3.1% | Added |
| Diversified Trust Co | 8,929 | $4.77M | 0.11% | +1,393+18.5% | Added |
| BTC Capital Management, Inc. | 9,011 | $4.75M | 0.39% | +671+8.0% | Added |
| Quadrant Capital Group LLC | 8,863 | $4.73M | 0.17% | +3,640+69.7% | Added |
| Investment Management Corp of Ontario | 8,828 | $4.71M | 0.07% | −4,698−34.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,777 | $4.68M | 0.00% | +182+2.1% | Added |
| Brinker Capital Investments, LLC | 8,742 | $4.67M | 0.04% | +499+6.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8,698 | $4.64M | 0.01% | +1,600+22.5% | Added |
| De Burlo Group Inc | 8,590 | $4.58M | 0.60% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 8,576 | $4.58M | 0.06% | −310−3.5% | Reduced |
| Chesley Taft & Associates LLC | 8,574 | $4.58M | 0.20% | −38−0.4% | Reduced |
| Jackson Wealth Management, LLC | 8,551 | $4.56M | 0.50% | +85+1.0% | Added |
| Pacer Advisors, Inc. | 8,524 | $4.55M | 0.01% | +2,689+46.1% | Added |
| NEOS Investment Management LLC | 8,434 | $4.50M | 0.06% | +1,783+26.8% | Added |
| Reuter James Wealth Management, LLC | 8,292 | $4.43M | 0.70% | −144−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 8,222 | $4.39M | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,166 | $4.36M | 0.11% | −484−5.6% | Reduced |
| Hilltop Holdings Inc. | 8,155 | $4.35M | 0.28% | +220+2.8% | Added |
| Edmp, Inc. | 8,007 | $4.27M | 3.64% | −204−2.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,962 | $4.25M | 0.25% | +191+2.5% | Added |
| Fairvoy Private Wealth, LLC | 7,935 | $4.24M | 1.05% | +158+2.0% | Added |
| Kestra Investment Management, LLC | 8,027 | $4.20M | 0.06% | +6,309+367.2% | Added |
| UniSuper Management Pty Ltd | 7,831 | $4.18M | 0.03% | −200−2.5% | Reduced |
| Baird Financial Group, Inc. | 7,810 | $4.17M | 0.01% | −1,283−14.1% | Reduced |
| Verition Fund Management LLC | 7,763 | $4.14M | 0.02% | +5,017+182.7% | Added |
| Perigon Wealth Management, LLC | 7,754 | $4.14M | 0.10% | +354+4.8% | Added |
| Signet Financial Management, LLC | 7,746 | $4.13M | 0.52% | +84+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 7,698 | $4.11M | 0.02% | +530+7.4% | Added |
| Omers Administration Corp | 7,679 | $4.10M | 0.03% | +100+1.3% | Added |
| Vontobel Holding Ltd. | 7,597 | $4.05M | 0.01% | −152−2.0% | Reduced |
| FineMark National Bank & Trust | 7,497 | $4.00M | 0.14% | +475+6.8% | Added |
| ASR Vermogensbeheer N.V. | 7,470 | $3.99M | 0.05% | −36−0.5% | Reduced |
| Tower Bridge Advisors | 7,449 | $3.98M | 0.43% | −400−5.1% | Reduced |
| Brevan Howard Capital Management LP | 7,414 | $3.96M | 0.04% | +6,022+432.6% | Added |
| Dean Investment Associates, LLC | 7,410 | $3.95M | 0.58% | +325+4.6% | Added |
| Great Lakes Retirement, Inc. | 7,396 | $3.95M | 0.47% | +254+3.6% | Added |
| Great Lakes Advisors, LLC | 7,369 | $3.93M | 0.03% | +291+4.1% | Added |
| Sequoia Financial Advisors, LLC | 7,353 | $3.92M | 0.03% | −314−4.1% | Reduced |
| MAI Capital Management | 7,334 | $3.91M | 0.03% | +1,908+35.2% | Added |
| Avanza Fonder AB | 7,200 | $3.84M | 0.11% | −100−1.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,122 | $3.80M | 0.05% | −39−0.5% | Reduced |
| Virtu Financial LLC | 7,099 | $3.79M | 0.19% | +3,969+126.8% | Added |
| Fulton Bank, N.A. | 7,082 | $3.78M | 0.14% | −558−7.3% | Reduced |
| Centiva Capital, LP | 7,071 | $3.77M | 0.25% | +3,365+90.8% | Added |
| Voleon Capital Management LP | 6,956 | $3.71M | 0.20% | +6,956 | New |
| Johnson Investment Counsel Inc | 6,856 | $3.66M | 0.03% | −259−3.6% | Reduced |
| Summit Financial, LLC | 6,842 | $3.65M | 0.08% | −101−1.5% | Reduced |
| Radnor Capital Management, LLC | 6,817 | $3.64M | 0.58% | −10−0.1% | Reduced |
| Great Diamond Partners, LLC | 6,808 | $3.63M | 0.77% | +102+1.5% | Added |
| Sciencast Management LP | 6,760 | $3.61M | 0.75% | +6,760 | New |
| Carret Asset Management, LLC | 6,723 | $3.59M | 0.38% | −195−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,676 | $3.56M | 0.01% | +759+12.8% | Added |
| Mizuho Securities USA LLC | 6,582 | $3.51M | 0.08% | +6,582 | New |
| New Hampshire Trust | 6,568 | $3.51M | 0.73% | +51+0.8% | Added |
| Bessemer Group Inc | 6,565 | $3.50M | 0.01% | −900−12.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,439 | $3.50M | 0.09% | −118−1.8% | Reduced |
| Congress Wealth Management LLC | 6,314 | $3.37M | 0.03% | +453+7.7% | Added |
| Family Management Corp | 6,190 | $3.30M | 0.50% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,182 | $3.30M | 0.01% | −122−1.9% | Reduced |
| Kentucky Retirement Systems | 6,164 | $3.29M | 0.10% | −404−6.2% | Reduced |
| Cresset Asset Management, LLC | 6,107 | $3.26M | 0.02% | −631−9.4% | Reduced |
| Bellwether Advisors, LLC | 6,011 | $3.21M | 0.55% | −2,400−28.5% | Reduced |
| Aviance Capital Partners, LLC | 6,000 | $3.20M | 0.42% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,980 | $3.19M | 0.02% | +2,358+65.1% | Added |
| Savant Capital, LLC | 5,940 | $3.17M | 0.02% | −126−2.1% | Reduced |
| Aurora Investment Counsel | 5,904 | $3.15M | 1.66% | +56+1.0% | Added |
| CWM, LLC | 5,856 | $3.13M | 0.01% | −497−7.8% | Reduced |
| Callan Family Office, LLC | 5,798 | $3.09M | 0.10% | +2,623+82.6% | Added |
| Merit Financial Group, LLC | 5,782 | $3.09M | 0.03% | +1,916+49.6% | Added |
| BlueStem Wealth Partners, LLC | 5,762 | $3.08M | 0.38% | −18−0.3% | Reduced |
| Hartford Investment Management Co | 5,742 | $3.06M | 0.10% | −120−2.0% | Reduced |
| Oppenheimer Asset Management Inc. | 5,742 | $3.06M | 0.04% | +220+4.0% | Added |