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 |
|---|---|---|---|---|---|
| Perritt Capital Management Inc | 1,178 | $578.5K | 0.27% | +1+0.1% | Added |
| Quantum Financial Advisors, LLC | 1,180 | $579.4K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,185 | $582.1K | 0.05% | −39−3.2% | Reduced |
| Aaron Wealth Advisors | 1,188 | $583.6K | 0.04% | +234+24.5% | Added |
| BLB&B Advisors, LLC | 1,191 | $585.1K | 0.03% | +33+2.8% | Added |
| Weil Company, Inc. | 1,200 | $589.5K | 0.14% | −1−0.1% | Reduced |
| Pettee Investors, Inc. | 1,200 | $589.5K | 0.32% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,204 | $591.5K | 0.10% | +20+1.7% | Added |
| Sowell Financial Services LLC | 1,205 | $592.1K | 0.02% | −34−2.7% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $599.3K | 0.09% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,223 | $600.8K | 0.02% | −9,677−88.8% | Reduced |
| First County Bank | 1,228 | $603.3K | 0.31% | +78+6.8% | Added |
| McLean Asset Management Corp | 1,223 | $604.0K | 0.12% | −9−0.7% | Reduced |
| Sagespring Wealth Partners, LLC | 1,235 | $606.5K | 0.01% | −66−5.1% | Reduced |
| Panagora Asset Management Inc | 1,239 | $608.7K | 0.00% | +14+1.1% | Added |
| Modera Wealth Management, LLC | 1,243 | $610.4K | 0.01% | −22−1.7% | Reduced |
| Focus Financial Network, Inc. | 1,243 | $610.8K | 0.02% | −6−0.5% | Reduced |
| Green Harvest Asset Management LLC | 1,247 | $612.6K | 0.01% | +13+1.1% | Added |
| Johnson Financial Group, Inc. | 1,249 | $613.6K | 0.02% | +261+26.4% | Added |
| Pinnacle Financial Partners Inc | 1,259 | $618.5K | 0.01% | +33+2.7% | Added |
| Trifecta Capital Advisors, LLC | 1,260 | $619.0K | 0.09% | −8−0.6% | Reduced |
| Miracle Mile Advisors, LLC | 1,265 | $621.4K | 0.01% | −13−1.0% | Reduced |
| Equitable Holdings, Inc. | 1,266 | $621.9K | 0.00% | +532+72.5% | Added |
| Sage Mountain Advisors LLC | 1,275 | $626.3K | 0.04% | −122−8.7% | Reduced |
| Insight Advisors, LLC | 1,287 | $632.2K | 0.10% | −8−0.6% | Reduced |
| IFP Advisors, Inc | 1,288 | $632.7K | 0.02% | −193−13.0% | Reduced |
| MJP Associates Inc | 1,291 | $634.2K | 0.08% | +68+5.6% | Added |
| Northcape Wealth Management, LLC | 1,300 | $638.6K | 0.19% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,418 | $641.5K | 0.02% | +606+74.6% | Added |
| Keel Point, LLC | 1,311 | $644.0K | 0.04% | −37−2.7% | Reduced |
| Berkshire Asset Management LLC | 1,312 | $644.7K | 0.03% | −10−0.8% | Reduced |
| Pinnacle Associates Ltd | 1,313 | $644.9K | 0.01% | +68+5.5% | Added |
| Eastern Bank | 1,317 | $647.0K | 0.01% | +57+4.5% | Added |
| Concurrent Investment Advisors, LLC | 1,323 | $650.0K | 0.01% | +28+2.2% | Added |
| Advisor OS, LLC | 1,326 | $651.4K | 0.06% | −41−3.0% | Reduced |
| Charter Oak Capital Management, LLC | 1,329 | $653.1K | 0.05% | −16−1.2% | Reduced |
| Oliver Luxxe Assets LLC | 1,333 | $654.8K | 0.10% | +103+8.4% | Added |
| Premier Path Wealth Partners, LLC | 1,335 | $655.8K | 0.08% | −1−0.1% | Reduced |
| Catalyst Financial Partners LLC | 1,339 | $657.8K | 0.08% | −4−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,345 | $660.5K | 0.03% | −24−1.8% | Reduced |
| Profund Advisors LLC | 1,346 | $661.2K | 0.02% | +5+0.4% | Added |
| Strathmore Capital Advisors, Inc. | 1,348 | $662.2K | 0.27% | −45−3.2% | Reduced |
| Great Valley Advisor Group, Inc. | 1,359 | $667.4K | 0.01% | +443+48.4% | Added |
| Shell Asset Management Co | 1,360 | $668.0K | 0.07% | −2,915−68.2% | Reduced |
| Wellington Management Group LLP | 1,360 | $668.1K | 0.00% | +108+8.6% | Added |
| Stephens Inc | 1,365 | $670.6K | 0.01% | −416−23.4% | Reduced |
| Mission Wealth Management, LP | 1,365 | $670.7K | 0.01% | −33−2.4% | Reduced |
| Old Port Advisors | 1,369 | $672.6K | 0.17% | −12−0.9% | Reduced |
| Pointe Capital Management LLC | 1,372 | $674.0K | 0.33% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,402 | $688.7K | 0.02% | +353+33.7% | Added |
| Lyell Wealth Management, LP | 1,404 | $689.7K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,406 | $691.0K | 0.02% | −24−1.7% | Reduced |
| Crewe Advisors LLC | 1,409 | $692.2K | 0.07% | +33+2.4% | Added |
| CTC Alternative Strategies, Ltd. | 1,410 | $692.7K | 1.15% | +1,410 | New |
| NBC Securities, Inc. | 1,418 | $696.6K | 0.05% | −7−0.5% | Reduced |
| Forum Financial Management, LP | 1,441 | $708.0K | 0.01% | −22−1.5% | Reduced |
| Accel Wealth Management | 1,451 | $712.8K | 0.21% | +2+0.1% | Added |
| Armis Advisers, LLC | 1,530 | $712.8K | 0.07% | +1,530 | New |
| Insigneo Advisory Services, LLC | 1,454 | $714.5K | 0.05% | −401−21.6% | Reduced |
| Elyxium Wealth, LLC | 1,456 | $715.3K | 0.25% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 1,464 | $719.1K | 0.43% | +123+9.2% | Added |
| Integrated Advisors Network LLC | 1,466 | $720.1K | 0.03% | −19−1.3% | Reduced |
| PFG Investments, LLC | 1,467 | $720.5K | 0.04% | +172+13.3% | Added |
| Arlington Trust Co LLC | 1,468 | $721.2K | 0.13% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,471 | $722.9K | 0.03% | +11+0.8% | Added |
| Tema ETFs LLC | 1,475 | $724.6K | 0.06% | +1,475 | New |
| Oak Ridge Investments LLC | 1,491 | $732.5K | 0.05% | +2+0.1% | Added |
| WealthTrust Asset Management, LLC | 1,492 | $732.9K | 0.51% | −73−4.7% | Reduced |
| Hancock Whitney Corp | 1,494 | $733.9K | 0.01% | −7−0.5% | Reduced |
| Dodge & Cox | 1,500 | $736.9K | 0.00% | −327−17.9% | Reduced |
| Grimes & Company, Inc. | 1,525 | $749.0K | 0.02% | −3−0.2% | Reduced |
| Fundamentun, LLC | 1,532 | $752.8K | 0.03% | +56+3.8% | Added |
| Everence Capital Management Inc | 1,540 | $757.0K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,555 | $763.7K | 0.04% | −101−6.1% | Reduced |
| Raiffeisen Bank International AG | 1,535 | $766.9K | 0.01% | +52+3.5% | Added |
| Brown Brothers Harriman & Co | 1,574 | $773.2K | 0.00% | −39−2.4% | Reduced |
| Transcend Wealth Collective, LLC | 1,583 | $777.4K | 0.05% | −269−14.5% | Reduced |
| Norden Group LLC | 1,589 | $780.7K | 0.08% | +52+3.4% | Added |
| Fort Point Capital Partners LLC | 1,601 | $786.5K | 0.10% | −1,605−50.1% | Reduced |
| Bridgefront Capital, LLC | 1,605 | $788.5K | 0.23% | +1,605 | New |
| Pennsylvania Capital Management Inc | 1,606 | $788.9K | 0.23% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 1,580 | $789.4K | 0.01% | +48+3.1% | Added |
| Parkshore Wealth Management, Inc. | 1,610 | $791.1K | 0.32% | +5+0.3% | Added |
| Legacy Capital Group California, Inc. | 1,615 | $793.4K | 0.20% | −9−0.6% | Reduced |
| Ancora Advisors, LLC | 1,615 | $793.4K | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 1,615 | $793.5K | 0.21% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,616 | $793.6K | 0.01% | −302−15.7% | Reduced |
| Gladstone Institutional Advisory LLC | 1,622 | $796.8K | 0.03% | +69+4.4% | Added |
| Frank, Rimerman Advisors LLC | 1,633 | $802.2K | 0.05% | −3−0.2% | Reduced |
| Cary Street Partners Financial LLC | 1,639 | $805.2K | 0.02% | −19−1.1% | Reduced |
| TigerOak Management, L.L.C. | 1,645 | $808.1K | 0.25% | −4−0.2% | Reduced |
| Impact Partnership Wealth, LLC | 1,646 | $808.6K | 0.12% | +477+40.8% | Added |
| Ballentine Partners, LLC | 1,656 | $813.5K | 0.01% | −146−8.1% | Reduced |
| St Germain D J Co Inc | 1,656 | $813.5K | 0.03% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,659 | $815.0K | 0.02% | +490+41.9% | Added |
| Spinnaker Trust | 1,685 | $827.8K | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 1,690 | $830.2K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,697 | $833.8K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 1,705 | $837.6K | 0.07% | −440−20.5% | Reduced |
| Gallacher Capital Management LLC | 1,710 | $839.9K | 0.33% | +1,710 | New |