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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 1,312 | $700.3K | 0.04% | −1,122−46.1% | Reduced |
| 1776 Wealth LLC | 1,310 | $699.2K | 0.29% | −54−4.0% | Reduced |
| Sagespring Wealth Partners, LLC | 1,301 | $694.5K | 0.01% | +169+14.9% | Added |
| Northcape Wealth Management, LLC | 1,300 | $693.8K | 0.21% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,295 | $691.2K | 0.11% | −20−1.5% | Reduced |
| PFG Investments, LLC | 1,295 | $691.0K | 0.04% | −139−9.7% | Reduced |
| Concurrent Investment Advisors, LLC | 1,295 | $691.0K | 0.01% | +627+93.9% | Added |
| Miracle Mile Advisors, LLC | 1,278 | $682.1K | 0.01% | −211−14.2% | Reduced |
| Trifecta Capital Advisors, LLC | 1,268 | $676.8K | 0.11% | +1,163+1,107.6% | Added |
| Modera Wealth Management, LLC | 1,265 | $674.9K | 0.01% | +160+14.5% | Added |
| Eastern Bank | 1,260 | $672.5K | 0.01% | −104−7.6% | Reduced |
| Wellington Management Group LLP | 1,252 | $668.2K | 0.00% | +1,252 | New |
| McLean Asset Management Corp | 1,232 | $668.2K | 0.18% | +26+2.2% | Added |
| Focus Financial Network, Inc. | 1,249 | $666.7K | 0.03% | −9−0.7% | Reduced |
| Pinnacle Associates Ltd | 1,245 | $664.4K | 0.01% | −129−9.4% | Reduced |
| DRW Securities, LLC | 1,239 | $661.3K | 0.05% | +1,239 | New |
| Sowell Financial Services LLC | 1,239 | $661.3K | 0.03% | +3+0.2% | Added |
| Green Harvest Asset Management LLC | 1,234 | $658.6K | 0.01% | −17−1.4% | Reduced |
| Oliver Luxxe Assets LLC | 1,230 | $656.5K | 0.12% | −10−0.8% | Reduced |
| Kathmere Capital Management, LLC | 1,227 | $654.9K | 0.05% | +506+70.2% | Added |
| Pinnacle Financial Partners Inc | 1,226 | $654.4K | 0.01% | +214+21.1% | Added |
| Becker Capital Management Inc | 1,225 | $653.8K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,225 | $653.8K | 0.00% | −17−1.4% | Reduced |
| Parkside Financial Bank & Trust | 1,224 | $653.3K | 0.07% | +204+20.0% | Added |
| MJP Associates Inc | 1,223 | $652.8K | 0.10% | +217+21.6% | Added |
| Burling Wealth Partners, LLC | 1,222 | $652.2K | 0.12% | −246−16.8% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $651.2K | 0.11% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,207 | $644.0K | 0.02% | +1,207 | New |
| Weil Company, Inc. | 1,201 | $641.1K | 0.17% | +1+0.1% | Added |
| Pettee Investors, Inc. | 1,200 | $640.5K | 0.38% | −250−17.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,198 | $639.4K | 0.38% | +43+3.7% | Added |
| Arthur M. Cohen & Associates, LLC | 1,184 | $631.9K | 0.11% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,180 | $629.6K | 0.09% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,177 | $628.6K | 0.32% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,175 | $627.1K | 0.00% | −321−21.5% | Reduced |
| MQS Management LLC | 1,172 | $625.5K | 0.34% | +1,172 | New |
| Impact Partnership Wealth, LLC | 1,169 | $624.2K | 0.12% | +104+9.8% | Added |
| Wesbanco Bank Inc | 1,169 | $623.9K | 0.02% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,158 | $618.1K | 0.03% | +15+1.3% | Added |
| Prime Capital Investment Advisors, LLC | 1,152 | $615.1K | 0.01% | −364−24.0% | Reduced |
| Fire Capital Management LLC | 1,150 | $613.8K | 0.39% | 00.0% | Unchanged |
| First County Bank | 1,150 | $613.8K | 0.33% | +265+29.9% | Added |
| B&L Asset Management LLC | 1,147 | $612.2K | 0.35% | 00.0% | Unchanged |
| Renasant Bank | 1,143 | $610.1K | 0.41% | −30−2.6% | Reduced |
| Ibex Wealth Advisors | 1,140 | $608.5K | 0.06% | +1,140 | New |
| Private Trust Co NA | 1,137 | $607.0K | 0.06% | +224+24.5% | Added |
| Qtron Investments LLC | 1,136 | $606.3K | 0.08% | −84−6.9% | Reduced |
| McRae Capital Management Inc | 1,135 | $605.8K | 0.12% | +50+4.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,134 | $605.2K | 0.01% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 1,129 | $602.6K | 0.37% | +8+0.7% | Added |
| Skopos Labs, Inc. | 1,129 | $602.1K | 0.08% | +129+12.9% | Added |
| Everpar Advisors LLC | 1,128 | $602.0K | 0.27% | −73−6.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,127 | $601.5K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,127 | $601.5K | 0.04% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,113 | $594.0K | 0.10% | +1,113 | New |
| Michels Family Financial, LLC | 1,109 | $591.7K | 0.50% | −16−1.4% | Reduced |
| Contravisory Investment Management, Inc. | 1,107 | $590.8K | 0.12% | −4−0.4% | Reduced |
| LMCG Investments, LLC | 1,104 | $589.2K | 0.04% | −2,110−65.7% | Reduced |
| Checchi Capital Advisers, LLC | 1,102 | $588.3K | 0.04% | −27−2.4% | Reduced |
| Segment Wealth Management, LLC | 1,101 | $587.6K | 0.04% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,100 | $587.1K | 0.63% | +1,100 | New |
| First Business Financial Services, Inc. | 1,093 | $583.4K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,093 | $583.2K | 0.01% | −206−15.9% | Reduced |
| Unique Wealth Strategies, LLC | 1,092 | $583.0K | 0.24% | −20−1.8% | Reduced |
| Aurora Private Wealth, Inc. | 1,091 | $582.0K | 0.43% | 00.0% | Unchanged |
| Beacon Financial Group | 1,083 | $578.1K | 0.06% | +1+0.1% | Added |
| Aries Wealth Management | 1,082 | $577.5K | 0.15% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,113 | $577.0K | 0.02% | +584+110.4% | Added |
| Independence Bank of Kentucky | 1,081 | $577.0K | 0.08% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 1,081 | $577.0K | 0.20% | +1,081 | New |
| Oxford Asset Management LLP | 1,075 | $573.8K | 0.19% | +1,075 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,071 | $571.8K | 0.01% | +331+44.7% | Added |
| Aptus Capital Advisors, LLC | 1,066 | $569.0K | 0.01% | −532−33.3% | Reduced |
| Burt Wealth Advisors | 1,059 | $565.2K | 0.13% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,050 | $560.4K | 0.33% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,049 | $559.9K | 0.02% | +185+21.4% | Added |
| Ellevest, Inc. | 1,034 | $551.9K | 0.09% | +127+14.0% | Added |
| Flagship Harbor Advisors, LLC | 1,032 | $550.9K | 0.03% | +3+0.3% | Added |
| Legacy Capital Wealth Partners, LLC | 1,032 | $550.6K | 0.13% | +17+1.7% | Added |
| Everett Harris & Co | 1,031 | $550.3K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,026 | $547.6K | 0.04% | 00.0% | Unchanged |
| Readystate Asset Management LP | 1,023 | $546.0K | 0.02% | +1,023 | New |
| Sterling Wealth Management, Inc. | 1,022 | $545.5K | 0.19% | +1,022 | New |
| Enzi Wealth | 1,017 | $545.4K | 0.20% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,020 | $544.4K | 0.01% | −40−3.8% | Reduced |
| Ransom Advisory, Ltd | 1,020 | $544.4K | 0.26% | 00.0% | Unchanged |
| Ignite Planners, LLC | 981 | $534.2K | 0.09% | +13+1.3% | Added |
| Harbour Investments, Inc. | 1,000 | $534.0K | 0.01% | +7+0.7% | Added |
| Founders Capital Management, LLC | 1,000 | $533.7K | 0.09% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,000 | $533.7K | 0.08% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $533.7K | 0.29% | +1,000 | New |
| Patriot Financial Group Insurance Agency, LLC | 999 | $533.2K | 0.06% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 999 | $533.2K | 0.04% | 00.0% | Unchanged |
| Somerset Trust Co | 998 | $532.7K | 0.17% | +52+5.5% | Added |
| MV Capital Management, Inc. | 992 | $529.5K | 0.05% | +1+0.1% | Added |
| Johnson Financial Group, Inc. | 988 | $527.3K | 0.02% | +47+5.0% | Added |
| Sunflower Bank, N.A. | 988 | $527.3K | 0.13% | −48−4.6% | Reduced |
| Rothschild Investment LLC | 982 | $524.1K | 0.03% | −1−0.1% | Reduced |
| 3Chopt Investment Partners, LLC | 980 | $523.1K | 0.13% | +48+5.2% | Added |
| Ocean Capital Management, LLC | 980 | $523.0K | 0.11% | +2+0.2% | Added |