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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 199 | $97.8K | 0.02% | +40+25.2% | Added |
| Kimelman & Baird, LLC | 200 | $98.3K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 202 | $99.2K | 0.01% | +46+29.5% | Added |
| BSN Capital Partners Ltd | 193 | $99.9K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 205 | $100.7K | 0.03% | +52+34.0% | Added |
| Ofi Invest Asset Management | 247 | $103.3K | 0.00% | +33+15.4% | Added |
| Motco | 211 | $103.7K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 215 | $105.6K | 0.07% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 220 | $108.1K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 225 | $110.0K | 0.07% | −71−24.0% | Reduced |
| Bayforest Capital Ltd | 227 | $111.5K | 0.05% | +227 | New |
| Kozak & Associates, Inc. | 255 | $112.6K | 0.02% | −9−3.4% | Reduced |
| S-Bank Fund Management Ltd | 233 | $114.5K | 0.02% | −3−1.3% | Reduced |
| Peck Wealth Management, LLC | 241 | $118.4K | 0.11% | +241 | New |
| CoreFirst Bank & Trust | 243 | $119.4K | 0.06% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 246 | $120.8K | 0.01% | −5−2.0% | Reduced |
| Hamilton Capital Partners Inc. | 251 | $123.3K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 254 | $124.8K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 255 | $125.3K | 0.04% | −25−8.9% | Reduced |
| Princeton Global Asset Management LLC | 255 | $125.3K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 255 | $125.3K | 0.05% | −190−42.7% | Reduced |
| GW&K Investment Management, LLC | 256 | $126.0K | 0.00% | +7+2.8% | Added |
| McIlrath & Eck, LLC | 261 | $128.2K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 261 | $128.2K | 0.05% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 262 | $128.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $132.6K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 270 | $132.6K | 0.03% | +25+10.2% | Added |
| Onefund, LLC | 272 | $133.6K | 0.09% | +9+3.4% | Added |
| United Community Bank | 276 | $135.6K | 0.04% | −93−25.2% | Reduced |
| Riverview Trust Co | 276 | $135.6K | 0.16% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 287 | $141.0K | 0.01% | +18+6.7% | Added |
| Ostrum Asset Management | 288 | $141.5K | 0.01% | −8−2.7% | Reduced |
| Cromwell Holdings LLC | 288 | $141.5K | 0.08% | 00.0% | Unchanged |
| Westpac Banking Corp | 290 | $142.5K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 290 | $142.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 299 | $146.9K | 0.01% | +76+34.1% | Added |
| North Star Investment Management Corp. | 307 | $150.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 318 | $156.2K | 0.02% | +8+2.6% | Added |
| Clear Street Markets LLC | 325 | $159.7K | 0.05% | +261+407.8% | Added |
| Bank of Jackson Hole Trust | 330 | $162.1K | 0.08% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 335 | $164.6K | 0.04% | +335 | New |
| Financial Perspectives, Inc | 338 | $165.9K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 339 | $166.5K | 0.00% | +308+993.5% | Added |
| Strategic Wealth Partners, Ltd. | 342 | $168.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 350 | $172.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 354 | $173.9K | 0.07% | +236+200.0% | Added |
| North Capital, Inc. | 364 | $178.8K | 0.14% | +4+1.1% | Added |
| Creative Financial Designs Inc | 366 | $179.8K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 380 | $186.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 388 | $190.7K | 0.00% | +161+70.9% | Added |
| Webster Bank, N. A. | 394 | $193.6K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 404 | $198.7K | 0.01% | −392−49.2% | Reduced |
| Crestwood Advisors Group LLC | 410 | $201.4K | 0.00% | +3+0.7% | Added |
| Cozad Asset Management Inc | 411 | $201.9K | 0.02% | +30+7.9% | Added |
| Twelve Points Wealth Management LLC | 412 | $202.4K | 0.05% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 414 | $203.0K | 0.05% | +162+64.3% | Added |
| one8zero8, LLC | 414 | $203.4K | 0.04% | 00.0% | Unchanged |
| Weaver Consulting Group | 415 | $203.9K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 415 | $203.9K | 0.02% | +3+0.7% | Added |
| Silvia McColl Wealth Management, LLC | 418 | $205.3K | 0.14% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 420 | $206.3K | 0.02% | −33−7.3% | Reduced |
| Macroview Investment Management LLC | 422 | $207.3K | 0.16% | 00.0% | Unchanged |
| Seven Mile Advisory | 422 | $207.5K | 0.03% | +422 | New |
| Aviso Wealth Management | 425 | $208.8K | 0.09% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 425 | $208.8K | 0.01% | +425 | New |
| GHP Investment Advisors, Inc. | 425 | $208.9K | 0.01% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 427 | $209.9K | 0.05% | 00.0% | Unchanged |
| Independent Family Office, LLC | 428 | $210.3K | 0.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 428 | $210.4K | 0.01% | +12+2.9% | Added |
| Hanson & Doremus Investment Management | 433 | $213.0K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 435 | $213.5K | 0.01% | −53−10.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 435 | $213.7K | 0.01% | −86−16.5% | Reduced |
| Marathon Capital Management | 435 | $213.7K | 0.05% | 00.0% | Unchanged |
| Essential Partners LLC | 439 | $215.7K | 0.07% | +48+12.3% | Added |
| Plancorp, LLC | 440 | $216.2K | 0.01% | −12−2.7% | Reduced |
| CVA Family Office, LLC | 444 | $218.1K | 0.03% | −1−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 445 | $218.1K | 0.02% | −46−9.4% | Reduced |
| Victory Financial Group, LLC | 448 | $220.1K | 0.03% | +60+15.5% | Added |
| Transamerica Financial Advisors, Inc. | 449 | $220.5K | 0.02% | +390+661.0% | Added |
| Concorde Asset Management, LLC | 448 | $220.5K | 0.09% | +448 | New |
| Charter Trust Co | 449 | $220.6K | 0.01% | −8−1.8% | Reduced |
| Rockland Trust Co | 452 | $222.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 465 | $222.6K | 0.00% | −46−9.0% | Reduced |
| PharVision Advisers, LLC | 454 | $223.0K | 0.13% | +454 | New |
| Tiemann Investment Advisors, LLC | 456 | $224.0K | 0.09% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 457 | $224.5K | 0.00% | +457 | New |
| GeoWealth Management, LLC | 457 | $224.6K | 0.01% | +56+14.0% | Added |
| Crews Bank & Trust | 458 | $225.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 460 | $226.0K | 0.04% | +460 | New |
| Boyd Watterson Asset Management LLC | 460 | $226.1K | 0.07% | −14−3.0% | Reduced |
| Abacus Planning Group, Inc. | 462 | $227.0K | 0.03% | +25+5.7% | Added |
| Empower Advisory Group, LLC | 465 | $228.4K | 0.00% | +13+2.9% | Added |
| Strategic Blueprint, LLC | 465 | $228.5K | 0.01% | −4−0.9% | Reduced |
| TCI Wealth Advisors, Inc. | 467 | $229.4K | 0.01% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 469 | $230.3K | 0.04% | +469 | New |
| Quotient Wealth Partners, LLC | 469 | $230.4K | 0.01% | −15−3.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 469 | $230.4K | 0.01% | +63+15.5% | Added |
| Alpha Family Trust | 470 | $230.9K | 0.11% | 00.0% | Unchanged |
| Natural Investments, LLC | 471 | $231.0K | 0.06% | −27−5.4% | Reduced |
| Rebalance, LLC | 472 | $231.9K | 0.01% | 00.0% | Unchanged |