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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 873 | $420.1K | 0.01% | −1−0.1% | Reduced |
| Groupama Asset Managment | 859 | $422.0K | 0.01% | −81−8.6% | Reduced |
| Ameritas Investment Partners, Inc. | 859 | $422.0K | 0.01% | −40−4.4% | Reduced |
| Drive Wealth Management, LLC | 859 | $422.2K | 0.09% | −9−1.0% | Reduced |
| Whittier Trust Co | 861 | $423.6K | 0.00% | 00.0% | Unchanged |
| Carr Financial Group Corp | 864 | $424.5K | 0.12% | +53+6.5% | Added |
| Busey Wealth Management | 868 | $426.4K | 0.01% | +65+8.1% | Added |
| Hengehold Capital Management LLC | 874 | $429.4K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 876 | $430.3K | 0.01% | −16−1.8% | Reduced |
| Colonial Trust Co | 876 | $430.3K | 0.06% | −2−0.2% | Reduced |
| Park National Corp | 877 | $430.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 878 | $431.3K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 878 | $431.6K | 0.01% | −11−1.2% | Reduced |
| Bridgewater Advisors Inc. | 962 | $432.7K | 0.03% | −10−1.0% | Reduced |
| Clark Capital Management Group, Inc. | 882 | $433.4K | 0.00% | +141+19.0% | Added |
| Essex Financial Services, Inc. | 883 | $433.8K | 0.03% | +170+23.8% | Added |
| Interchange Capital Partners, LLC | 883 | $435.2K | 0.09% | +77+9.6% | Added |
| Perfromance Wealth Partners, LLC | 890 | $437.2K | 0.01% | +890 | New |
| Williams Jones Wealth Management, LLC. | 890 | $437.2K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 891 | $437.9K | 0.02% | +41+4.8% | Added |
| Leavell Investment Management, Inc. | 893 | $438.7K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 899 | $441.6K | 0.06% | −135−13.1% | Reduced |
| Cito Capital Group, LLC | 900 | $442.0K | 0.13% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 900 | $442.0K | 0.01% | +520+136.8% | Added |
| Cambridge Financial Group, LLC | 906 | $445.1K | 0.14% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 910 | $447.0K | 0.10% | −122−11.8% | Reduced |
| Beaton Management Co. Inc. | 910 | $447.0K | 0.20% | 00.0% | Unchanged |
| PDS Planning, Inc | 914 | $449.0K | 0.03% | −6−0.7% | Reduced |
| South Plains Financial, Inc. | 921 | $452.4K | 0.28% | +224+32.1% | Added |
| Optimize Financial Inc | 922 | $452.9K | 0.24% | +922 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 927 | $455.2K | 0.01% | +927 | New |
| Hills Bank & Trust Co | 931 | $457.4K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 933 | $459.0K | 0.07% | −10−1.1% | Reduced |
| Hickory Point Bank & Trust | 935 | $459.3K | 0.34% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 942 | $462.8K | 1.83% | +22+2.4% | Added |
| Change Path, LLC | 949 | $466.0K | 0.01% | +17+1.8% | Added |
| Bailard, Inc. | 952 | $467.7K | 0.01% | +1+0.1% | Added |
| Journey Strategic Wealth LLC | 954 | $468.7K | 0.01% | −25−2.6% | Reduced |
| Entruity Wealth, LLC | 960 | $471.6K | 0.37% | 00.0% | Unchanged |
| Enzi Wealth | 1,017 | $475.7K | 0.17% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 980 | $481.2K | 0.01% | +3+0.3% | Added |
| Ocean Capital Management, LLC | 982 | $482.2K | 0.10% | +2+0.2% | Added |
| Rothschild Investment LLC | 982 | $482.4K | 0.03% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 988 | $485.4K | 0.12% | 00.0% | Unchanged |
| Everett Harris & Co | 991 | $486.8K | 0.01% | −40−3.9% | Reduced |
| MV Capital Management, Inc. | 992 | $487.3K | 0.05% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 995 | $488.8K | 0.01% | −25−2.5% | Reduced |
| LMCG Investments, LLC | 997 | $489.8K | 0.03% | −107−9.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 999 | $490.8K | 0.06% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 999 | $490.8K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,000 | $491.3K | 0.08% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $491.3K | 0.23% | 00.0% | Unchanged |
| Element Capital Management LLC | 1,001 | $491.7K | 0.70% | +1,001 | New |
| Renasant Bank | 1,002 | $492.2K | 0.31% | −141−12.3% | Reduced |
| Harbour Investments, Inc. | 1,006 | $494.3K | 0.01% | +6+0.6% | Added |
| Somerset Trust Co | 1,008 | $495.2K | 0.15% | +10+1.0% | Added |
| Ignite Planners, LLC | 1,009 | $495.7K | 0.08% | +28+2.9% | Added |
| Fort Sheridan Advisors LLC | 1,014 | $498.1K | 0.07% | +14+1.4% | Added |
| First Business Financial Services, Inc. | 1,015 | $498.6K | 0.05% | −78−7.1% | Reduced |
| Ransom Advisory, Ltd | 1,020 | $501.1K | 0.23% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 1,022 | $502.1K | 0.15% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,023 | $502.7K | 0.03% | −79−7.2% | Reduced |
| Woodmont Investment Counsel LLC | 1,026 | $504.0K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,036 | $509.0K | 0.11% | +533+106.0% | Added |
| 3Chopt Investment Partners, LLC | 1,041 | $511.4K | 0.12% | +61+6.2% | Added |
| Oak Thistle LLC | 1,044 | $512.9K | 0.08% | +1,044 | New |
| Oxford Asset Management LLP | 1,045 | $513.4K | 0.17% | −30−2.8% | Reduced |
| Cetera Trust Company, N.A | 1,050 | $515.8K | 0.29% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,055 | $518.3K | 0.20% | −73−6.5% | Reduced |
| Burt Wealth Advisors | 1,059 | $520.2K | 0.13% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,068 | $524.4K | 0.02% | +36+3.5% | Added |
| Beacon Financial Group | 1,078 | $529.6K | 0.05% | −5−0.5% | Reduced |
| Aries Wealth Management | 1,081 | $531.0K | 0.13% | −1−0.1% | Reduced |
| Independence Bank of Kentucky | 1,081 | $531.0K | 0.07% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 1,172 | $532.4K | 0.05% | −574−32.9% | Reduced |
| Michels Family Financial, LLC | 1,086 | $533.3K | 0.42% | −23−2.1% | Reduced |
| Aptus Capital Advisors, LLC | 1,090 | $535.5K | 0.00% | +24+2.3% | Added |
| Becker Capital Management Inc | 1,095 | $537.9K | 0.02% | −130−10.6% | Reduced |
| Eagle Global Advisors LLC | 1,100 | $540.4K | 0.02% | −500−31.3% | Reduced |
| Segment Wealth Management, LLC | 1,101 | $540.9K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,103 | $541.8K | 0.10% | −4−0.4% | Reduced |
| Unique Wealth Strategies, LLC | 1,119 | $549.5K | 0.22% | +27+2.5% | Added |
| Leonteq Securities AG | 1,123 | $551.7K | 0.03% | +756+206.0% | Added |
| Trust Asset Management LLC | 1,127 | $553.6K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,126 | $554.0K | 0.01% | −8−0.7% | Reduced |
| Capstone Investment Advisors, LLC | 1,132 | $556.1K | 0.00% | +712+169.5% | Added |
| Simplicity Wealth,LLC | 1,133 | $556.5K | 0.03% | −910−44.5% | Reduced |
| McRae Capital Management Inc | 1,135 | $557.6K | 0.11% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 1,136 | $557.8K | 0.31% | +7+0.6% | Added |
| Private Trust Co NA | 1,136 | $558.2K | 0.05% | −1−0.1% | Reduced |
| Ibex Wealth Advisors | 1,142 | $560.9K | 0.05% | +2+0.2% | Added |
| Ausdal Financial Partners, Inc. | 1,146 | $563.1K | 0.03% | +224+24.3% | Added |
| B&L Asset Management LLC | 1,147 | $563.5K | 0.29% | 00.0% | Unchanged |
| Fire Capital Management LLC | 1,150 | $564.9K | 0.32% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,158 | $568.9K | 0.01% | +87+8.1% | Added |
| SageView Advisory Group, LLC | 1,160 | $569.8K | 0.02% | +47+4.2% | Added |
| Evergreen Wealth Solutions, LLC | 1,165 | $572.1K | 0.32% | −33−2.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,166 | $573.0K | 0.01% | +14+1.2% | Added |
| Skopos Labs, Inc. | 1,087 | $573.5K | 0.08% | −42−3.7% | Reduced |
| Rathbone Brothers plc | 1,175 | $577.2K | 0.00% | 00.0% | Unchanged |