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 |
|---|---|---|---|---|---|
| Coign Capital Advisors LLC | 623 | $306.0K | 0.17% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 625 | $307.0K | 0.14% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 626 | $307.5K | 0.10% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 633 | $311.0K | 0.03% | 00.0% | Unchanged |
| Dakota Wealth Management | 637 | $312.9K | 0.01% | −97−13.2% | Reduced |
| Optimist Retirement Group LLC | 638 | $313.4K | 0.14% | +23+3.7% | Added |
| Abel Hall, LLC | 638 | $313.6K | 0.13% | −10−1.5% | Reduced |
| CWA Asset Management Group, LLC | 641 | $314.9K | 0.01% | +7+1.1% | Added |
| Meeder Asset Management Inc | 641 | $314.9K | 0.02% | −52−7.5% | Reduced |
| YHB Investment Advisors, Inc. | 641 | $315.0K | 0.02% | +3+0.5% | Added |
| Commerzbank Aktiengesellschaft | 641 | $315.0K | 0.01% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 644 | $316.4K | 0.00% | +11+1.7% | Added |
| Valmark Advisers, Inc. | 645 | $316.7K | 0.00% | −16−2.4% | Reduced |
| SPC Financial, Inc. | 647 | $317.7K | 0.02% | +10+1.6% | Added |
| Edmond de Rothschild Holding S.A. | 647 | $317.8K | 0.00% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 647 | $317.8K | 0.07% | +647 | New |
| GTS Securities LLC | 653 | $320.8K | 0.01% | +653 | New |
| Scotia Capital Inc. | 654 | $321.3K | 0.00% | −21−3.1% | Reduced |
| Parcion Private Wealth LLC | 655 | $321.8K | 0.02% | +10+1.6% | Added |
| FORA Capital, LLC | 659 | $323.7K | 0.06% | −664−50.2% | Reduced |
| Simplex Trading, LLC | 660 | $324.0K | 0.01% | −547−45.3% | Reduced |
| MQS Management LLC | 660 | $324.2K | 0.19% | −512−43.7% | Reduced |
| Northwest Bancshares, Inc. | 667 | $327.7K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 668 | $328.2K | 0.05% | +668 | New |
| Conning Inc. | 670 | $329.1K | 0.01% | 00.0% | Unchanged |
| David Loasby | 662 | $329.5K | 0.03% | +38+6.1% | Added |
| Eisler Capital Management Ltd. | 673 | $330.3K | 0.01% | +673 | New |
| IHT Wealth Management, LLC | 686 | $337.1K | 0.01% | −69−9.1% | Reduced |
| Evoke Wealth, LLC | 686 | $337.4K | 0.01% | −117−14.6% | Reduced |
| Founders Financial Securities LLC | 688 | $338.0K | 0.02% | −36−5.0% | Reduced |
| One Wealth Capital Management, LLC | 692 | $339.9K | 0.15% | +36+5.5% | Added |
| Burling Wealth Partners, LLC | 694 | $340.9K | 0.06% | −528−43.2% | Reduced |
| First Bank & Trust | 698 | $342.9K | 0.06% | −33−4.5% | Reduced |
| Mindset Wealth Management, LLC | 698 | $342.9K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Group | 736 | $343.9K | 0.03% | 00.0% | Unchanged |
| Apella Capital, LLC | 735 | $343.9K | 0.01% | +164+28.7% | Added |
| Versor Investments LP | 701 | $344.4K | 0.06% | +701 | New |
| Texas Capital Bank Wealth Management Services Inc | 702 | $344.9K | 0.03% | +120+20.6% | Added |
| Exchange Traded Concepts, LLC | 702 | $344.9K | 0.00% | +368+110.2% | Added |
| Dynamic Technology Lab Private Ltd | 705 | $346.0K | 0.06% | +705 | New |
| Pictet & Cie (Europe) SA | 705 | $346.3K | 0.01% | +9+1.3% | Added |
| M.E. Allison & Co., Inc. | 705 | $346.3K | 0.24% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 708 | $347.8K | 0.10% | +44+6.6% | Added |
| Ledyard National Bank | 709 | $348.3K | 0.03% | −2−0.3% | Reduced |
| WSFS Capital Management, LLC | 712 | $349.7K | 0.02% | +82+13.0% | Added |
| Park Place Capital Corp | 712 | $349.8K | 0.07% | −93−11.6% | Reduced |
| Renaissance Group LLC | 714 | $350.8K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 719 | $353.2K | 0.03% | −508−41.4% | Reduced |
| Progressive Investment Management Corp | 720 | $353.7K | 0.09% | 00.0% | Unchanged |
| SCS Capital Management LLC | 724 | $355.6K | 0.00% | +39+5.7% | Added |
| Investment Research Partners LLC | 745 | $356.5K | 0.16% | +745 | New |
| Clarius Group, LLC | 727 | $357.1K | 0.02% | −585−44.6% | Reduced |
| Chicago Capital, LLC | 728 | $357.6K | 0.01% | +250+52.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 730 | $358.6K | 0.03% | −3−0.4% | Reduced |
| Smith, Moore & Co. | 730 | $358.6K | 0.03% | +46+6.7% | Added |
| Avestar Capital, LLC | 730 | $358.6K | 0.03% | +330+82.5% | Added |
| Acropolis Investment Management, LLC | 672 | $358.7K | 0.02% | +672 | New |
| Clayton Financial Group LLC | 732 | $359.6K | 0.26% | +732 | New |
| Astoria Portfolio Advisors LLC. | 734 | $359.7K | 0.09% | +66+9.9% | Added |
| OneAscent Wealth Management LLC | 733 | $360.1K | 0.12% | −37−4.8% | Reduced |
| Northeast Financial Group, Inc. | 734 | $360.6K | 0.09% | −17−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 735 | $360.8K | 0.15% | −12−1.6% | Reduced |
| Accurate Wealth Management, LLC | 746 | $363.0K | 0.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 742 | $364.6K | 0.01% | +742 | New |
| Pin Oak Investment Advisors Inc | 746 | $366.5K | 0.26% | −42−5.3% | Reduced |
| Spire Wealth Management | 746 | $366.5K | 0.01% | −143−16.1% | Reduced |
| WealthTrust Axiom LLC | 748 | $367.6K | 0.10% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 750 | $368.4K | 0.08% | 00.0% | Unchanged |
| Krilogy Financial LLC | 803 | $368.6K | 0.01% | +803 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 751 | $368.9K | 0.01% | −17,380−95.9% | Reduced |
| Rainier Family Wealth Inc | 752 | $369.4K | 0.33% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 758 | $372.5K | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 762 | $374.3K | 0.00% | −1,935−71.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 772 | $379.2K | 0.16% | 00.0% | Unchanged |
| First Nebraska Trust Co | 784 | $385.1K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 784 | $385.1K | 0.15% | +784 | New |
| Schnieders Capital Management, LLC. | 787 | $386.6K | 0.07% | +787 | New |
| Spahn Wealth & Retirement LLC | 795 | $390.5K | 0.23% | +795 | New |
| Fidelis Capital Partners, LLC | 799 | $392.5K | 0.03% | +88+12.4% | Added |
| Schulhoff & Co Inc | 800 | $393.0K | 0.17% | 00.0% | Unchanged |
| CX Institutional | 801 | $393.0K | 0.01% | +9+1.1% | Added |
| Ascent Group, LLC | 802 | $394.0K | 0.01% | −2−0.2% | Reduced |
| Capital Analysts, LLC | 804 | $395.0K | 0.01% | +9+1.1% | Added |
| Tradition Wealth Management, LLC | 813 | $399.4K | 0.03% | −6−0.7% | Reduced |
| Cairn Investment Group, Inc. | 814 | $400.0K | 0.19% | 00.0% | Unchanged |
| Great Waters Wealth Management | 819 | $402.2K | 0.05% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 821 | $403.3K | 0.01% | −71−8.0% | Reduced |
| N.E.W. Advisory Services LLC | 821 | $403.3K | 0.04% | +72+9.6% | Added |
| WealthPLAN Partners, LLC | 827 | $406.3K | 0.06% | +27+3.4% | Added |
| Childress Capital Advisors, LLC | 828 | $406.9K | 0.07% | +161+24.1% | Added |
| IFG Advisory, LLC | 830 | $407.8K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 836 | $411.0K | 0.00% | −3−0.4% | Reduced |
| New Wave Wealth Advisors LLC | 838 | $411.7K | 0.16% | +7+0.8% | Added |
| Ronald Blue Trust, Inc. | 839 | $412.1K | 0.00% | −26−3.0% | Reduced |
| Plimoth Trust Co LLC | 839 | $412.2K | 0.09% | −20−2.3% | Reduced |
| Fort Washington Investment Advisors Inc | 843 | $414.1K | 0.00% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 843 | $414.1K | 0.44% | +228+37.1% | Added |
| Grove Bank & Trust | 844 | $414.6K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 845 | $415.1K | 0.05% | −14−1.6% | Reduced |
| Sendero Wealth Management, LLC | 846 | $415.6K | 0.05% | 00.0% | Unchanged |