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 |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 2,043 | $1.09M | 0.05% | +1,067+109.3% | Added |
| Advisors Asset Management, Inc. | 2,030 | $1.08M | 0.02% | +89+4.6% | Added |
| Round Rock Advisors, LLC | 2,020 | $1.08M | 0.19% | −3−0.1% | Reduced |
| Harbor Capital Advisors, Inc. | 1,982 | $1.06M | 0.04% | −13−0.7% | Reduced |
| Evergreen Capital Management LLC | 1,960 | $1.05M | 0.03% | −22−1.1% | Reduced |
| US Asset Management LLC | 1,959 | $1.05M | 0.91% | −3−0.2% | Reduced |
| AE Wealth Management LLC | 1,940 | $1.04M | 0.01% | +89+4.8% | Added |
| AlphaCore Capital LLC | 1,934 | $1.03M | 0.04% | +161+9.1% | Added |
| RMB Capital Management, LLC | 1,918 | $1.02M | 0.02% | +1,918 | New |
| Syon Capital LLC | 1,915 | $1.02M | 0.07% | +137+7.7% | Added |
| Gotham Asset Management, LLC | 1,913 | $1.02M | 0.01% | −1−0.1% | Reduced |
| Whalen Wealth Management Inc. | 1,907 | $1.02M | 0.64% | +1,907 | New |
| Warren Averett Asset Management, LLC | 1,897 | $1.01M | 0.01% | +164+9.5% | Added |
| Ontario Teachers Pension Plan Board | 1,892 | $1.01M | 0.02% | +585+44.8% | Added |
| Horizon Investments, LLC | 1,890 | $1.01M | 0.02% | +246+15.0% | Added |
| Farringdon Capital, Ltd. | 1,879 | $1.00M | 0.34% | −546−22.5% | Reduced |
| Prudential PLC | 1,875 | $1.00M | 0.01% | +632+50.8% | Added |
| First Citizens Bank & Trust Co | 1,873 | $999.7K | 0.02% | +16+0.9% | Added |
| Moneta Group Investment Advisors LLC | 1,870 | $997.9K | 0.01% | +154+9.0% | Added |
| Insigneo Advisory Services, LLC | 1,855 | $990.3K | 0.09% | −5−0.3% | Reduced |
| Quent Capital, LLC | 1,853 | $989.1K | 0.10% | −21−1.1% | Reduced |
| Transcend Wealth Collective, LLC | 1,852 | $988.7K | 0.08% | +347+23.1% | Added |
| Ritholtz Wealth Management | 1,843 | $983.5K | 0.02% | +82+4.7% | Added |
| Snowden Capital Advisors LLC | 1,838 | $981.0K | 0.03% | −149−7.5% | Reduced |
| Dodge & Cox | 1,827 | $975.1K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,813 | $967.4K | 0.30% | +263+17.0% | Added |
| Brighton Jones LLC | 1,810 | $966.3K | 0.03% | +235+14.9% | Added |
| Ballentine Partners, LLC | 1,802 | $961.8K | 0.01% | −96−5.1% | Reduced |
| Legacy Trust | 1,793 | $957.0K | 0.23% | −3−0.2% | Reduced |
| Van Strum & Towne Inc. | 1,790 | $955.4K | 0.30% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,787 | $953.8K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 1,781 | $950.8K | 0.01% | −391−18.0% | Reduced |
| Eqis Capital Management, Inc. | 1,758 | $938.4K | 0.07% | −728−29.3% | Reduced |
| Sovran Advisors, LLC | 1,746 | $936.0K | 0.10% | −3,861−68.9% | Reduced |
| We Are One Seven, LLC | 1,748 | $932.8K | 0.03% | −1,582−47.5% | Reduced |
| Smithfield Trust Co | 1,728 | $925.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,705 | $910.0K | 0.04% | +182+12.0% | Added |
| Stonegate Investment Group, LLC | 1,697 | $905.8K | 0.02% | +5+0.3% | Added |
| Argent Trust Co | 1,690 | $902.0K | 0.03% | −8−0.5% | Reduced |
| Spinnaker Trust | 1,685 | $899.3K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,665 | $888.6K | 0.01% | −168−9.2% | Reduced |
| Cary Street Partners Financial LLC | 1,658 | $884.9K | 0.02% | +3+0.2% | Added |
| St Germain D J Co Inc | 1,656 | $883.9K | 0.04% | +444+36.6% | Added |
| National Asset Management, Inc. | 1,656 | $883.8K | 0.04% | −983−37.2% | Reduced |
| TigerOak Management, L.L.C. | 1,649 | $880.1K | 0.30% | −9−0.5% | Reduced |
| Financial Advocates Investment Management | 1,646 | $878.5K | 0.07% | −1,452−46.9% | Reduced |
| Farther Finance Advisors, LLC | 1,642 | $876.5K | 0.02% | +240+17.1% | Added |
| Frank, Rimerman Advisors LLC | 1,636 | $873.2K | 0.06% | −226−12.1% | Reduced |
| Legacy Capital Group California, Inc. | 1,624 | $866.8K | 0.24% | −46−2.8% | Reduced |
| Searle & Co. | 1,615 | $862.1K | 0.24% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,615 | $862.0K | 0.02% | +12+0.7% | Added |
| Brown Brothers Harriman & Co | 1,613 | $860.9K | 0.01% | +18+1.1% | Added |
| Pennsylvania Capital Management Inc | 1,606 | $857.2K | 0.27% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 1,605 | $856.8K | 0.42% | +5+0.3% | Added |
| Eagle Global Advisors LLC | 1,600 | $854.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,590 | $848.9K | 0.01% | −184−10.4% | Reduced |
| Buckingham Strategic Partners | 1,590 | $848.5K | 0.01% | −741−31.8% | Reduced |
| IFP Advisors, Inc | 1,481 | $846.1K | 0.02% | −444−23.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,575 | $840.6K | 0.05% | +1,575 | New |
| WealthTrust Asset Management, LLC | 1,565 | $835.3K | 0.62% | +23+1.5% | Added |
| Gladstone Institutional Advisory LLC | 1,553 | $828.9K | 0.03% | −68−4.2% | Reduced |
| Everence Capital Management Inc | 1,540 | $822.0K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 1,537 | $820.1K | 0.09% | −12−0.8% | Reduced |
| Guinness Asset Management LTD | 1,532 | $817.7K | 0.01% | +36+2.4% | Added |
| Grimes & Company, Inc. | 1,528 | $815.7K | 0.02% | +58+3.9% | Added |
| Aquatic Capital Management LLC | 1,518 | $810.2K | 0.02% | +1,518 | New |
| Inceptionr LLC | 1,511 | $806.5K | 0.19% | +420+38.5% | Added |
| FJ Capital Management LLC | 1,508 | $804.9K | 0.09% | +1,508 | New |
| Hancock Whitney Corp | 1,501 | $801.1K | 0.02% | −903−37.6% | Reduced |
| Oak Ridge Investments LLC | 1,489 | $794.5K | 0.06% | +769+106.8% | Added |
| Integrated Advisors Network LLC | 1,485 | $792.4K | 0.04% | +101+7.3% | Added |
| MASTERINVEST Kapitalanlage GmbH | 1,482 | $791.0K | 0.08% | +1,482 | New |
| Fundamentun, LLC | 1,476 | $787.9K | 0.04% | +85+6.1% | Added |
| Arlington Trust Co LLC | 1,468 | $783.5K | 0.15% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,463 | $781.0K | 0.01% | −22−1.5% | Reduced |
| Belpointe Asset Management LLC | 1,460 | $779.3K | 0.03% | −128−8.1% | Reduced |
| Elyxium Wealth, LLC | 1,456 | $777.2K | 0.29% | +49+3.5% | Added |
| Raiffeisen Bank International AG | 1,483 | $777.1K | 0.01% | −5,751−79.5% | Reduced |
| Accel Wealth Management | 1,449 | $773.4K | 0.26% | +26+1.8% | Added |
| Wedbush Securities Inc | 1,430 | $763.0K | 0.03% | −49−3.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,428 | $762.2K | 0.01% | −43−2.9% | Reduced |
| NBC Securities, Inc. | 1,425 | $760.0K | 0.06% | +2+0.1% | Added |
| Strathmore Capital Advisors, Inc. | 1,393 | $751.5K | 0.33% | +1,393 | New |
| Lyell Wealth Management, LP | 1,404 | $749.4K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,398 | $746.4K | 0.02% | −3−0.2% | Reduced |
| Sage Mountain Advisors LLC | 1,397 | $745.4K | 0.05% | −41−2.9% | Reduced |
| Old Port Advisors | 1,381 | $737.2K | 0.20% | +20+1.5% | Added |
| CSS LLC | 1,380 | $736.5K | 0.05% | −300−17.9% | Reduced |
| Crewe Advisors LLC | 1,376 | $734.4K | 0.10% | −2−0.1% | Reduced |
| Pointe Capital Management LLC | 1,372 | $732.3K | 0.38% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,369 | $731.1K | 0.03% | +226+19.8% | Added |
| Advisor OS, LLC | 1,367 | $729.6K | 0.07% | +189+16.0% | Added |
| Keel Point, LLC | 1,348 | $719.5K | 0.05% | +252+23.0% | Added |
| Charter Oak Capital Management, LLC | 1,345 | $718.1K | 0.06% | −33−2.4% | Reduced |
| Catalyst Financial Partners LLC | 1,343 | $716.8K | 0.08% | +1+0.1% | Added |
| Profund Advisors LLC | 1,341 | $715.7K | 0.03% | −34−2.5% | Reduced |
| ROI Financial Advisors, LLC | 1,341 | $715.5K | 0.45% | +134+11.1% | Added |
| Premier Path Wealth Partners, LLC | 1,336 | $713.1K | 0.10% | +31+2.4% | Added |
| FORA Capital, LLC | 1,323 | $706.1K | 0.08% | −4,932−78.8% | Reduced |
| Berkshire Asset Management LLC | 1,322 | $705.7K | 0.03% | +75+6.0% | Added |