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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 979 | $522.5K | 0.02% | +41+4.4% | Added |
| Modern Wealth Management, LLC | 977 | $521.7K | 0.01% | +27+2.8% | Added |
| Entruity Wealth, LLC | 960 | $512.4K | 0.44% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 956 | $510.4K | 0.02% | +35+3.8% | Added |
| Aaron Wealth Advisors | 954 | $509.2K | 0.05% | +50+5.5% | Added |
| Bailard, Inc. | 951 | $507.6K | 0.01% | −3−0.3% | Reduced |
| Cigna Investments Inc | 943 | $503.0K | 0.09% | −20−2.1% | Reduced |
| Hickory Point Bank & Trust | 935 | $499.0K | 0.40% | −6−0.6% | Reduced |
| Bridgewater Advisors Inc. | 972 | $497.9K | 0.04% | +32+3.4% | Added |
| Change Path, LLC | 932 | $497.3K | 0.01% | +21+2.3% | Added |
| Hills Bank & Trust Co | 931 | $496.9K | 0.03% | 00.0% | Unchanged |
| Groupama Asset Managment | 940 | $496.4K | 0.01% | −1,336−58.7% | Reduced |
| Ausdal Financial Partners, Inc. | 922 | $492.2K | 0.03% | +15+1.7% | Added |
| Dakota Community Bank & Trust NA | 920 | $491.0K | 2.20% | −133−12.6% | Reduced |
| PDS Planning, Inc | 920 | $491.0K | 0.04% | +99+12.1% | Added |
| Great Valley Advisor Group, Inc. | 916 | $489.1K | 0.01% | −276−23.2% | Reduced |
| Genus Capital Management Inc. | 915 | $488.4K | 0.06% | −10−1.1% | Reduced |
| Beaton Management Co. Inc. | 910 | $486.0K | 0.24% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 906 | $483.6K | 0.18% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 900 | $480.0K | 0.17% | −1−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 899 | $479.8K | 0.02% | −18−2.0% | Reduced |
| Leavell Investment Management, Inc. | 893 | $476.6K | 0.02% | +49+5.8% | Added |
| Shelton Capital Management | 892 | $476.1K | 0.01% | +344+62.8% | Added |
| Pallas Capital Advisors LLC | 892 | $476.1K | 0.02% | −600−40.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 890 | $475.0K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 889 | $475.0K | 0.01% | −11−1.2% | Reduced |
| Spire Wealth Management | 889 | $474.5K | 0.02% | −540−37.8% | Reduced |
| Private Wealth Asset Management, LLC | 878 | $468.6K | 0.06% | −600−40.6% | Reduced |
| Colonial Trust Co | 878 | $468.6K | 0.07% | +2+0.2% | Added |
| Park National Corp | 877 | $468.1K | 0.02% | +2+0.2% | Added |
| PEAK6 LLC | 876 | $467.5K | 0.02% | +876 | New |
| Hengehold Capital Management LLC | 874 | $466.5K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 874 | $466.5K | 0.01% | +11+1.3% | Added |
| Catalytic Wealth RIA, LLC | 870 | $464.3K | 0.04% | +870 | New |
| Drive Wealth Management, LLC | 868 | $463.5K | 0.10% | −23−2.6% | Reduced |
| Ronald Blue Trust, Inc. | 865 | $461.8K | 0.01% | +37+4.5% | Added |
| Whittier Trust Co | 861 | $459.5K | 0.01% | +57+7.1% | Added |
| Plimoth Trust Co LLC | 859 | $458.5K | 0.11% | −9−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 859 | $458.5K | 0.06% | +130+17.8% | Added |
| Savvy Advisors, Inc. | 850 | $453.6K | 0.03% | +393+86.0% | Added |
| Sendero Wealth Management, LLC | 846 | $451.5K | 0.06% | 00.0% | Unchanged |
| Grove Bank & Trust | 844 | $450.5K | 0.06% | +33+4.1% | Added |
| Fort Washington Investment Advisors Inc | 843 | $449.9K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 839 | $448.1K | 0.01% | −733−46.6% | Reduced |
| Maridea Wealth Management LLC | 833 | $444.6K | 0.12% | +360+76.1% | Added |
| New Wave Wealth Advisors LLC | 831 | $443.5K | 0.19% | +5+0.6% | Added |
| IFG Advisory, LLC | 830 | $443.1K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 819 | $437.1K | 0.03% | +8+1.0% | Added |
| Great Waters Wealth Management | 819 | $437.0K | 0.06% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 814 | $434.0K | 0.23% | 00.0% | Unchanged |
| Park Place Capital Corp | 805 | $433.6K | 0.10% | −3−0.4% | Reduced |
| Carr Financial Group Corp | 811 | $432.9K | 0.13% | +3+0.4% | Added |
| Interchange Capital Partners, LLC | 806 | $429.7K | 0.10% | +17+2.2% | Added |
| Ascent Group, LLC | 804 | $429.1K | 0.02% | +38+5.0% | Added |
| Evoke Wealth, LLC | 803 | $428.6K | 0.01% | +177+28.3% | Added |
| Busey Wealth Management | 803 | $428.6K | 0.01% | −31−3.7% | Reduced |
| Schulhoff & Co Inc | 800 | $427.0K | 0.19% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 800 | $427.0K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 795 | $424.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 796 | $423.6K | 0.04% | +52+7.0% | Added |
| CX Institutional | 792 | $423.0K | 0.01% | −8,722−91.7% | Reduced |
| Diversify Advisory Services, LLC | 812 | $419.8K | 0.02% | +812 | New |
| First Nebraska Trust Co | 784 | $418.4K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 772 | $412.0K | 0.19% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 770 | $411.0K | 0.15% | +44+6.1% | Added |
| Counterpoint Mutual Funds LLC | 770 | $411.0K | 0.04% | +770 | New |
| Accurate Wealth Management, LLC | 746 | $404.8K | 0.06% | −4,781−86.5% | Reduced |
| Canal Capital Management, LLC | 758 | $404.7K | 0.06% | +2+0.3% | Added |
| IHT Wealth Management, LLC | 755 | $402.9K | 0.01% | +66+9.6% | Added |
| Kelly Financial Services LLC | 752 | $401.5K | 0.12% | +58+8.4% | Added |
| Rainier Family Wealth Inc | 752 | $401.4K | 0.40% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 751 | $400.8K | 0.13% | −10−1.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 750 | $400.3K | 0.09% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 749 | $399.8K | 0.04% | −749−50.0% | Reduced |
| WealthTrust Axiom LLC | 748 | $399.4K | 0.12% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 747 | $399.0K | 0.19% | +14+1.9% | Added |
| Clark Capital Management Group, Inc. | 741 | $395.6K | 0.00% | −51−6.4% | Reduced |
| TownSquare Capital, LLC | 736 | $392.8K | 0.04% | −6,128−89.3% | Reduced |
| Dakota Wealth Management | 734 | $391.8K | 0.01% | −54−6.9% | Reduced |
| Equitable Holdings, Inc. | 734 | $391.8K | 0.00% | +98+15.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 733 | $391.2K | 0.03% | +21+2.9% | Added |
| First Bank & Trust | 731 | $390.2K | 0.07% | −39−5.1% | Reduced |
| Founders Financial Securities LLC | 724 | $386.2K | 0.03% | −3−0.4% | Reduced |
| Progressive Investment Management Corp | 720 | $384.3K | 0.10% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 720 | $384.3K | 0.00% | +720 | New |
| Renaissance Group LLC | 714 | $381.1K | 0.01% | −100−12.3% | Reduced |
| Pin Oak Investment Advisors Inc | 788 | $381.0K | 0.32% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 713 | $380.6K | 0.02% | −6−0.8% | Reduced |
| Ledyard National Bank | 711 | $379.5K | 0.04% | +6+0.9% | Added |
| M.E. Allison & Co., Inc. | 705 | $376.3K | 0.30% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 704 | $375.9K | 0.02% | +21+3.1% | Added |
| Walleye Capital LLC | 703 | $375.2K | 0.00% | +279+65.8% | Added |
| Keystone Financial Group | 736 | $372.8K | 0.03% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 698 | $372.5K | 0.12% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 697 | $372.0K | 0.26% | +179+34.6% | Added |
| Pictet & Cie (Europe) SA | 696 | $371.5K | 0.01% | +263+60.7% | Added |
| Meeder Asset Management Inc | 693 | $369.9K | 0.02% | −2,057−74.8% | Reduced |
| LRT Capital Management, LLC | 690 | $368.3K | 0.22% | −1,437−67.6% | Reduced |
| SCS Capital Management LLC | 685 | $365.7K | 0.00% | −136−16.6% | Reduced |
| Smith, Moore & Co. | 684 | $365.1K | 0.03% | 00.0% | Unchanged |