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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 473 | $232.4K | 0.01% | +473 | New |
| Warner Group LLC | 473 | $232.5K | 0.16% | +473 | New |
| Cherry Tree Wealth Management, LLC | 474 | $232.9K | 0.05% | −15−3.1% | Reduced |
| Arete Wealth Advisors, LLC | 478 | $234.0K | 0.01% | −11−2.2% | Reduced |
| Argent Capital Management LLC | 477 | $234.3K | 0.01% | −175−26.8% | Reduced |
| OneAscent Financial Services LLC | 478 | $234.7K | 0.02% | −158−24.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 478 | $234.8K | 0.01% | −649−57.6% | Reduced |
| Confluence Investment Management LLC | 480 | $235.8K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 481 | $236.3K | 0.01% | +33+7.4% | Added |
| ORG Wealth Partners, LLC | 481 | $236.4K | 0.05% | 00.0% | Unchanged |
| Platform Technology Partners | 482 | $236.8K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 482 | $236.8K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 483 | $237.3K | 0.02% | +483 | New |
| Csenge Advisory Group | 485 | $238.1K | 0.01% | −198−29.0% | Reduced |
| Stock Yards Bank & Trust Co | 486 | $238.7K | 0.01% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 486 | $238.8K | 0.08% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 487 | $239.1K | 0.02% | +60+14.1% | Added |
| Bahl & Gaynor Inc | 487 | $239.2K | 0.00% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 492 | $241.7K | 0.13% | +70+16.6% | Added |
| Cidel Asset Management Inc | 493 | $242.2K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 493 | $242.2K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 494 | $242.6K | 0.01% | +18+3.8% | Added |
| Archer Investment Corp | 494 | $242.7K | 0.05% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 495 | $243.3K | 0.04% | +11+2.3% | Added |
| Heritage Investment Group, Inc. | 497 | $244.2K | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 500 | $245.6K | 0.04% | −90−15.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 500 | $245.6K | 0.13% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 501 | $246.1K | 0.15% | +1+0.2% | Added |
| 1776 Wealth LLC | 502 | $246.6K | 0.10% | −808−61.7% | Reduced |
| Oldfather Financial Services, LLC | 503 | $247.1K | 0.08% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 505 | $248.1K | 0.05% | +28+5.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 506 | $248.6K | 0.03% | −100−16.5% | Reduced |
| Cornerstone Planning Group LLC | 551 | $250.4K | 0.04% | +49+9.8% | Added |
| Revolve Wealth Partners, LLC | 510 | $250.5K | 0.03% | +3+0.6% | Added |
| Hudson Bay Capital Management LP | 511 | $251.0K | 0.00% | +511 | New |
| Everhart Financial Group, Inc. | 513 | $252.0K | 0.03% | +513 | New |
| Hutchens & Kramer Investment Management Group, LLC | 514 | $252.5K | 0.10% | +514 | New |
| Avantax Planning Partners, Inc. | 514 | $252.5K | 0.01% | +17+3.4% | Added |
| Genus Capital Management Inc. | 515 | $253.0K | 0.03% | −400−43.7% | Reduced |
| Douglas Lane & Associates, LLC | 515 | $253.0K | 0.00% | +15+3.0% | Added |
| Alta Advisers Ltd | 516 | $253.5K | 0.08% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 517 | $254.0K | 0.03% | +1+0.2% | Added |
| Clifford Swan Investment Counsel LLC | 518 | $254.5K | 0.01% | −1−0.2% | Reduced |
| KCM Investment Advisors LLC | 518 | $254.5K | 0.01% | +15+3.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 523 | $256.9K | 0.01% | +17+3.4% | Added |
| Patton Fund Management, Inc. | 525 | $257.9K | 0.05% | −3,716−87.6% | Reduced |
| Wilkins Investment Counsel Inc | 525 | $257.9K | 0.04% | 00.0% | Unchanged |
| JBF Capital, Inc. | 525 | $257.9K | 0.04% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 526 | $258.3K | 0.02% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 528 | $259.4K | 0.36% | +132+33.3% | Added |
| Tufton Capital Management | 530 | $260.0K | 0.05% | +530 | New |
| Penserra Capital Management LLC | 533 | $261.0K | 0.00% | +6+1.1% | Added |
| Joel Isaacson & Co., LLC | 537 | $263.8K | 0.01% | +100+22.9% | Added |
| Hemington Wealth Management | 538 | $264.0K | 0.03% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 538 | $264.3K | 0.10% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 547 | $268.6K | 0.15% | +2+0.4% | Added |
| Howard Bailey Securities, LLC | 547 | $268.7K | 0.08% | +34+6.6% | Added |
| Rehmann Capital Advisory Group | 549 | $269.7K | 0.01% | −26−4.5% | Reduced |
| Philadelphia Trust Co | 550 | $270.0K | 0.02% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 551 | $270.7K | 0.08% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 553 | $271.7K | 0.09% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 553 | $271.7K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 554 | $272.2K | 0.02% | −28−4.8% | Reduced |
| Gilman Hill Asset Management, LLC | 555 | $272.6K | 0.04% | 00.0% | Unchanged |
| Maseco LLP | 557 | $274.0K | 0.01% | +1+0.2% | Added |
| Emprise Bank | 558 | $274.1K | 0.12% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 559 | $274.6K | 0.02% | +93+20.0% | Added |
| Five Oceans Advisors | 567 | $278.5K | 0.10% | −14−2.4% | Reduced |
| Paragon Private Wealth Management, LLC | 567 | $278.8K | 0.09% | +9+1.6% | Added |
| Accredited Investors Inc. | 568 | $279.0K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 569 | $279.5K | 0.02% | −49−7.9% | Reduced |
| Liberty Square Wealth Partners LLC | 572 | $281.0K | 0.09% | −5−0.9% | Reduced |
| denkapparat Operations GmbH | 572 | $281.0K | 0.18% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 596 | $281.7K | 0.04% | −237−28.5% | Reduced |
| Aua Capital Management, LLC | 577 | $283.5K | 0.16% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 578 | $283.8K | 0.07% | −174−23.1% | Reduced |
| Polymer Capital Management (HK) LTD | 580 | $284.9K | 0.04% | +580 | New |
| Chicago Partners Investment Group LLC | 589 | $285.2K | 0.01% | −74−11.2% | Reduced |
| Legacy Financial Advisors, Inc. | 582 | $286.1K | 0.04% | +100+20.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 583 | $286.2K | 0.08% | −46−7.3% | Reduced |
| Institute for Wealth Management, LLC. | 584 | $286.9K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 585 | $287.4K | 0.12% | −47−7.4% | Reduced |
| Washington Capital Management Inc | 586 | $287.9K | 0.21% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 592 | $290.8K | 0.04% | +9+1.5% | Added |
| Syntegra Private Wealth Group, LLC | 592 | $290.9K | 0.03% | +1+0.2% | Added |
| Prelude Capital Management, LLC | 598 | $293.8K | 0.02% | +598 | New |
| Core Alternative Capital | 599 | $294.3K | 0.09% | 00.0% | Unchanged |
| NDVR, Inc. | 600 | $294.8K | 0.25% | −15−2.4% | Reduced |
| Paradigm Asset Management Co LLC | 600 | $294.8K | 0.07% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 600 | $294.8K | 0.13% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 600 | $294.8K | 0.03% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 603 | $296.2K | 0.19% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 607 | $298.2K | 0.24% | −3−0.5% | Reduced |
| Cornerstone Wealth Group, LLC | 607 | $298.3K | 0.02% | +10+1.7% | Added |
| Wealthstream Advisors, Inc. | 611 | $300.2K | 0.05% | +3+0.5% | Added |
| Chesapeake Wealth Management | 615 | $302.1K | 0.09% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 646 | $303.5K | 0.03% | 00.0% | Unchanged |
| Illumine Investment Management, LLC | 622 | $305.6K | 0.22% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 623 | $306.0K | 0.03% | −14−2.2% | Reduced |
| All Terrain Financial Advisors, LLC | 623 | $306.0K | 0.10% | 00.0% | Unchanged |