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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 3,532 | $1.89M | 0.11% | +208+6.3% | Added |
| Atria Wealth Solutions, Inc. | 3,523 | $1.88M | 0.04% | +332+10.4% | Added |
| 17 Capital Partners, LLC | 3,516 | $1.88M | 1.08% | −1,889−34.9% | Reduced |
| Pensionmark Financial Group, LLC | 3,454 | $1.84M | 0.04% | +1,800+108.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,444 | $1.84M | 0.14% | +57+1.7% | Added |
| Natixis | 3,435 | $1.83M | 0.01% | −6,333−64.8% | Reduced |
| YANKCOM Partnership | 3,428 | $1.83M | 0.90% | +226+7.1% | Added |
| Kennebec Savings Bank | 3,387 | $1.81M | 1.77% | −26−0.8% | Reduced |
| Letson Investment Management, Inc. | 3,381 | $1.80M | 0.71% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,380 | $1.80M | 0.01% | +629+22.9% | Added |
| Integrated Wealth Concepts LLC | 3,344 | $1.78M | 0.02% | +477+16.6% | Added |
| Mesirow Financial Investment Management, Inc. | 3,320 | $1.77M | 0.03% | −92−2.7% | Reduced |
| Prudent Man Advisors, LLC | 3,293 | $1.76M | 0.56% | +320+10.8% | Added |
| Quest Partners LLC | 3,279 | $1.75M | 0.17% | +1,600+95.3% | Added |
| J.W. Cole Advisors, Inc. | 3,263 | $1.74M | 0.04% | −77−2.3% | Reduced |
| Fort Point Capital Partners LLC | 3,206 | $1.71M | 0.17% | +1,572+96.2% | Added |
| First Horizon Advisors, Inc. | 3,198 | $1.71M | 0.04% | −394−11.0% | Reduced |
| Pring Turner Capital Group Inc | 3,176 | $1.70M | 1.10% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,172 | $1.69M | 0.01% | +6+0.2% | Added |
| Central Trust Co | 3,159 | $1.69M | 0.04% | −305−8.8% | Reduced |
| Affinity Investment Advisors, LLC | 3,141 | $1.68M | 1.27% | −312−9.0% | Reduced |
| Arkadios Wealth Advisors | 3,106 | $1.66M | 0.05% | −5,519−64.0% | Reduced |
| Impact Investors, Inc | 3,089 | $1.65M | 1.17% | −36−1.2% | Reduced |
| Prentice Wealth Management LLC | 3,085 | $1.65M | 0.43% | −143−4.4% | Reduced |
| Hilltop Partners LLC | 3,077 | $1.64M | 0.50% | +63+2.1% | Added |
| Generali Asset Management SPA SGR | 3,056 | $1.63M | 0.04% | −1,481−32.6% | Reduced |
| Chilton Investment Co LLC | 3,044 | $1.62M | 0.04% | −33−1.1% | Reduced |
| Umb Bank N A | 3,039 | $1.62M | 0.03% | −124−3.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,038 | $1.62M | 0.02% | −21−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,037 | $1.62M | 0.06% | −23,622−88.6% | Reduced |
| Palisade Asset Management, LLC | 3,034 | $1.62M | 0.16% | 00.0% | Unchanged |
| Huntington National Bank | 3,034 | $1.62M | 0.01% | +55+1.8% | Added |
| Trust Co of Vermont | 3,031 | $1.62M | 0.08% | +19+0.6% | Added |
| Graham Capital Management, L.P. | 3,014 | $1.61M | 0.05% | −2,773−47.9% | Reduced |
| Chase Investment Counsel Corp | 3,000 | $1.60M | 0.51% | 00.0% | Unchanged |
| Pensionfund Sabic | 3,000 | $1.60M | 0.45% | 00.0% | Unchanged |
| Courier Capital LLC | 2,995 | $1.60M | 0.10% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2,993 | $1.60M | 0.00% | +72+2.5% | Added |
| NewEdge Wealth, LLC | 3,198 | $1.59M | 0.02% | −176−5.2% | Reduced |
| Virtus Investment Advisers, Inc. | 2,973 | $1.59M | 0.54% | +487+19.6% | Added |
| HighPoint Advisor Group LLC | 2,926 | $1.56M | 0.08% | +88+3.1% | Added |
| Sandy Cove Advisors, LLC | 2,917 | $1.56M | 0.56% | +5+0.2% | Added |
| Kingsview Wealth Management, LLC | 2,895 | $1.55M | 0.03% | +19+0.7% | Added |
| M. Kulyk & Associates, LLC | 2,874 | $1.53M | 0.33% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,868 | $1.53M | 0.14% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 2,860 | $1.53M | 0.02% | −322−10.1% | Reduced |
| Old North State Trust, LLC | 2,859 | $1.53M | 1.04% | +404+16.5% | Added |
| Smartleaf Asset Management LLC | 2,889 | $1.53M | 0.13% | +239+9.0% | Added |
| WBI Investments | 2,843 | $1.52M | 0.39% | +2,133+300.4% | Added |
| 44 Wealth Management LLC | 2,840 | $1.52M | 0.54% | −25−0.9% | Reduced |
| Fortress Private Ledger, LLC | 2,839 | $1.52M | 0.69% | −87−3.0% | Reduced |
| Net Worth Advisory Group | 2,749 | $1.47M | 0.33% | −86−3.0% | Reduced |
| Beacon Pointe Advisors, LLC | 2,747 | $1.47M | 0.02% | −335−10.9% | Reduced |
| HM Payson & Co | 2,729 | $1.46M | 0.02% | +33+1.2% | Added |
| Jones Financial Companies LLLP | 2,743 | $1.45M | 0.00% | +559+25.6% | Added |
| Ramirez Asset Management, Inc. | 2,717 | $1.45M | 0.22% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 2,716 | $1.45M | 0.00% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 2,702 | $1.44M | 0.27% | +145+5.7% | Added |
| Resources Investment Advisors, LLC. | 2,699 | $1.44M | 0.02% | −10.0% | Reduced |
| Oppenheimer & Co Inc | 2,697 | $1.44M | 0.02% | −314−10.4% | Reduced |
| Graypoint LLC | 2,697 | $1.44M | 0.08% | +185+7.4% | Added |
| Argyle Capital Partners, LLC | 2,685 | $1.43M | 1.18% | 00.0% | Unchanged |
| Greenleaf Trust | 2,675 | $1.43M | 0.01% | −2,270−45.9% | Reduced |
| Cavalier Investments, LLC | 2,663 | $1.42M | 0.43% | −46−1.7% | Reduced |
| Vishria Bird Financial Group, LLC | 2,628 | $1.40M | 0.47% | +454+20.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,616 | $1.40M | 0.10% | −182−6.5% | Reduced |
| Signaturefd, LLC | 2,608 | $1.39M | 0.02% | +34+1.3% | Added |
| Gator Capital Management, LLC | 2,600 | $1.39M | 0.43% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 2,544 | $1.36M | 0.76% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 2,528 | $1.35M | 0.17% | +2,528 | New |
| Camden Capital, LLC | 2,513 | $1.34M | 0.13% | −26−1.0% | Reduced |
| EPG Wealth Management LLC | 2,506 | $1.34M | 0.40% | +67+2.7% | Added |
| Copperwynd Financial, LLC | 2,502 | $1.34M | 0.33% | −28−1.1% | Reduced |
| Vectors Research Management, LLC | 2,480 | $1.32M | 0.45% | 00.0% | Unchanged |
| Assetmark, Inc | 2,436 | $1.30M | 0.00% | +673+38.2% | Added |
| Banque Cantonale Vaudoise | 2,421 | $1.29M | 0.05% | +201+9.1% | Added |
| Intech Investment Management LLC | 2,390 | $1.28M | 0.01% | −1,161−32.7% | Reduced |
| V-Square Quantitative Management LLC | 2,344 | $1.25M | 0.17% | +16+0.7% | Added |
| Abundance Wealth Counselors | 2,323 | $1.24M | 0.23% | +996+75.1% | Added |
| MorganRosel Wealth Management, LLC | 2,268 | $1.21M | 0.33% | −506−18.2% | Reduced |
| Ci Investments Inc. | 2,253 | $1.20M | 0.00% | −36−1.6% | Reduced |
| Skba Capital Management LLC | 2,245 | $1.20M | 0.17% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 2,240 | $1.20M | 0.92% | +167+8.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,219 | $1.18M | 0.04% | −438−16.5% | Reduced |
| Wright Investors Service Inc | 2,207 | $1.18M | 0.36% | −814−26.9% | Reduced |
| Engineers Gate Manager LP | 2,176 | $1.16M | 0.01% | −2,204−50.3% | Reduced |
| Kinneret Advisory, LLC | 2,170 | $1.16M | 0.11% | −4−0.2% | Reduced |
| Gateway Investment Advisers LLC | 2,167 | $1.16M | 0.01% | −14−0.6% | Reduced |
| Pitcairn Co | 2,145 | $1.14M | 0.07% | −412−16.1% | Reduced |
| Wealthspire Advisors, LLC | 2,143 | $1.14M | 0.01% | −10−0.5% | Reduced |
| MUFG Securities Americas Inc. | 2,110 | $1.13M | 0.10% | +407+23.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,099 | $1.12M | 0.24% | +4+0.2% | Added |
| RFG Advisory, LLC | 2,094 | $1.12M | 0.03% | +45+2.2% | Added |
| Campbell & CO Investment Adviser LLC | 2,085 | $1.11M | 0.07% | −3,638−63.6% | Reduced |
| Gratus Wealth Advisors, LLC | 2,081 | $1.11M | 0.17% | +10.0% | Added |
| Valeo Financial Advisors, LLC | 2,063 | $1.10M | 0.03% | +895+76.6% | Added |
| Personal Cfo Solutions, LLC | 2,048 | $1.09M | 0.20% | −180−8.1% | Reduced |
| Fielder Capital Group LLC | 2,046 | $1.09M | 0.29% | −79−3.7% | Reduced |
| Adapt Wealth Advisors, LLC | 2,045 | $1.09M | 0.49% | +50+2.5% | Added |
| First Commonwealth Financial Corp | 2,043 | $1.09M | 0.24% | +50+2.5% | Added |