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, Q3 2025
Institutional positions in Ameriprise Financial Inc as of Sep 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
- +20 vs. Q2 2025
- Shares held
- 79.5M
- +204.4K (+0.3%) vs. Q2 2025
- Total value
- $39.0B
- −$3.27B (−7.7%) vs. Q2 2025
- New holders
- 125
- 439 more added
- Sold out
- 105
- 486 more reduced
20 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cheviot Value Management, LLC | 33 | $16.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 33 | $16.2K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 34 | $16.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $16.7K | 0.00% | +8+30.8% | Added |
| Hager Investment Management Services, LLC | 35 | $17.2K | 0.01% | −40−53.3% | Reduced |
| Toth Financial Advisory Corp | 35 | $17.2K | 0.00% | −10−22.2% | Reduced |
| Reyes Financial Architecture, Inc. | 35 | $17.2K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 37 | $18.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 37 | $18.2K | 0.00% | −9−19.6% | Reduced |
| WPG Advisers, LLC | 39 | $19.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $19.2K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 39 | $19.3K | 0.01% | +2+5.4% | Added |
| Copia Wealth Management | 40 | $19.6K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 43 | $21.1K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 45 | $22.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $22.6K | 0.01% | −24−34.3% | Reduced |
| AdvisorNet Financial, Inc | 49 | $24.1K | 0.00% | −1−2.0% | Reduced |
| Financial Management Professionals, Inc. | 49 | $24.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $24.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $24.6K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 51 | $25.1K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 53 | $26.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 55 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 55 | $27.0K | 0.00% | −11,976−99.5% | Reduced |
| Piscataqua Savings Bank | 55 | $27.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 55 | $27.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 56 | $27.5K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 57 | $28.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 58 | $28.5K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 60 | $28.8K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 60 | $29.5K | 0.02% | −8−11.8% | Reduced |
| Wealth Preservation Advisors, LLC | 60 | $29.5K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 60 | $29.5K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 61 | $29.7K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 61 | $29.8K | 0.00% | +1+1.7% | Added |
| DiNuzzo Private Wealth, Inc. | 58 | $29.9K | 0.00% | −1−1.7% | Reduced |
| True Wealth Design, LLC | 61 | $30.0K | 0.01% | +16+35.6% | Added |
| Rialto Wealth Management, LLC | 62 | $30.5K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 63 | $30.9K | 0.00% | −640−91.0% | Reduced |
| American National Bank | 63 | $30.9K | 0.00% | −106−62.7% | Reduced |
| Redmont Wealth Advisors LLC | 65 | $31.9K | 0.04% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 65 | $31.9K | 0.00% | +65 | New |
| Mascoma Wealth Management LLC | 66 | $32.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 67 | $32.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 69 | $33.9K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 69 | $34.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 71 | $35.0K | 0.00% | −394−84.7% | Reduced |
| Adirondack Trust Co | 79 | $38.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 79 | $38.9K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 80 | $39.3K | 0.01% | −105−56.8% | Reduced |
| Morse Asset Management, Inc | 80 | $39.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $39.3K | 0.00% | +2+2.6% | Added |
| Albion Financial Group | 87 | $42.7K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 88 | $43.2K | 0.03% | 00.0% | Unchanged |
| Promus Capital, LLC | 88 | $43.2K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 90 | $44.2K | 0.02% | −20−18.2% | Reduced |
| CoreCap Advisors, LLC | 90 | $44.2K | 0.00% | −13−12.6% | Reduced |
| Bell Investment Advisors, Inc | 92 | $45.2K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 98 | $48.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 99 | $48.7K | 0.00% | +43+76.8% | Added |
| Lowe Wealth Advisors, LLC | 100 | $49.1K | 0.02% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 100 | $49.1K | 0.11% | +100 | New |
| JFS Wealth Advisors, LLC | 105 | $51.6K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 106 | $52.1K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 109 | $53.5K | 0.00% | −4−3.5% | Reduced |
| Clean Yield Group | 110 | $54.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 111 | $54.5K | 0.00% | +11+11.0% | Added |
| CGC Financial Services, LLC | 116 | $57.0K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 115 | $57.0K | 0.01% | −50−30.3% | Reduced |
| Battery Global Advisors, LLC | 119 | $58.5K | 0.03% | 00.0% | Unchanged |
| Rexford Capital Inc | 123 | $60.4K | 0.05% | +21+20.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 125 | $61.4K | 0.01% | +70+127.3% | Added |
| Covestor Ltd | 126 | $62.0K | 0.03% | +30+31.3% | Added |
| Westend Capital Management, LLC | 129 | $63.4K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 137 | $67.3K | 0.01% | +98+251.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $68.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 142 | $69.9K | 0.00% | −305−68.2% | Reduced |
| Tobam | 143 | $70.0K | 0.03% | +6+4.4% | Added |
| Hantz Financial Services, Inc. | 142 | $70.0K | 0.00% | +57+67.1% | Added |
| Raleigh Capital Management Inc. | 143 | $70.4K | 0.03% | −6−4.0% | Reduced |
| Evermay Wealth Management LLC | 148 | $72.7K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 150 | $73.7K | 0.01% | −180−54.5% | Reduced |
| Silvant Capital Management LLC | 152 | $74.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 154 | $75.6K | 0.00% | +66+75.0% | Added |
| Quarry LP | 154 | $75.7K | 0.02% | +125+431.0% | Added |
| High Note Wealth, LLC | 155 | $76.1K | 0.02% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 155 | $76.3K | 0.03% | +155 | New |
| Operose Advisors LLC | 159 | $78.1K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 159 | $78.1K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $78.1K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $78.1K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 166 | $81.5K | 0.02% | +166 | New |
| State of Wyoming | 167 | $82.0K | 0.01% | −3−1.8% | Reduced |
| Abich Financial Wealth Management LLC | 179 | $87.9K | 0.03% | +179 | New |
| Central Pacific Bank - Trust Division | 180 | $88.4K | 0.01% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 181 | $88.9K | 0.02% | +181 | New |
| Montag A & Associates Inc | 182 | $89.5K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 191 | $93.8K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 196 | $96.1K | 0.02% | +14+7.7% | Added |
| Pinnacle Bancorp, Inc. | 198 | $97.3K | 0.03% | +12+6.5% | Added |