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
- +21 vs. Q2 2025
- Shares held
- 79.5M
- +204.8K (+0.3%) vs. Q2 2025
- Total value
- $39.0B
- −$3.27B (−7.7%) vs. Q2 2025
- New holders
- 125
- 439 more added
- Sold out
- 104
- 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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 746 | $363.0K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 735 | $360.8K | 0.15% | −12−1.6% | Reduced |
| Northeast Financial Group, Inc. | 734 | $360.6K | 0.09% | −17−2.3% | Reduced |
| OneAscent Wealth Management LLC | 733 | $360.1K | 0.12% | −37−4.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 734 | $359.7K | 0.09% | +66+9.9% | Added |
| Clayton Financial Group LLC | 732 | $359.6K | 0.26% | +732 | New |
| Acropolis Investment Management, LLC | 672 | $358.7K | 0.02% | +672 | New |
| 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 |
| Chicago Capital, LLC | 728 | $357.6K | 0.01% | +250+52.3% | Added |
| Clarius Group, LLC | 727 | $357.1K | 0.02% | −585−44.6% | Reduced |
| Investment Research Partners LLC | 745 | $356.5K | 0.16% | +745 | New |
| SCS Capital Management LLC | 724 | $355.6K | 0.00% | +39+5.7% | Added |
| Progressive Investment Management Corp | 720 | $353.7K | 0.09% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 719 | $353.2K | 0.03% | −508−41.4% | Reduced |
| Renaissance Group LLC | 714 | $350.8K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 712 | $349.8K | 0.07% | −93−11.6% | Reduced |
| WSFS Capital Management, LLC | 712 | $349.7K | 0.02% | +82+13.0% | Added |
| Ledyard National Bank | 709 | $348.3K | 0.03% | −2−0.3% | Reduced |
| Narus Financial Partners, LLC | 708 | $347.8K | 0.10% | +44+6.6% | Added |
| M.E. Allison & Co., Inc. | 705 | $346.3K | 0.24% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 705 | $346.3K | 0.01% | +9+1.3% | Added |
| Dynamic Technology Lab Private Ltd | 705 | $346.0K | 0.06% | +705 | 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 |
| Versor Investments LP | 701 | $344.4K | 0.06% | +701 | New |
| Apella Capital, LLC | 735 | $343.9K | 0.01% | +164+28.7% | Added |
| Keystone Financial Group | 736 | $343.9K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 698 | $342.9K | 0.06% | −33−4.5% | Reduced |
| Mindset Wealth Management, LLC | 698 | $342.9K | 0.09% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 694 | $340.9K | 0.06% | −528−43.2% | Reduced |
| One Wealth Capital Management, LLC | 692 | $339.9K | 0.15% | +36+5.5% | Added |
| Founders Financial Securities LLC | 688 | $338.0K | 0.02% | −36−5.0% | Reduced |
| Evoke Wealth, LLC | 686 | $337.4K | 0.01% | −117−14.6% | Reduced |
| IHT Wealth Management, LLC | 686 | $337.1K | 0.01% | −69−9.1% | Reduced |
| Eisler Capital Management Ltd. | 673 | $330.3K | 0.01% | +673 | New |
| David Loasby | 662 | $329.5K | 0.03% | +38+6.1% | Added |
| Conning Inc. | 670 | $329.1K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 668 | $328.2K | 0.05% | +668 | New |
| Northwest Bancshares, Inc. | 667 | $327.7K | 0.05% | 00.0% | Unchanged |
| MQS Management LLC | 660 | $324.2K | 0.19% | −512−43.7% | Reduced |
| Simplex Trading, LLC | 660 | $324.0K | 0.01% | −547−45.3% | Reduced |
| FORA Capital, LLC | 659 | $323.7K | 0.06% | −664−50.2% | Reduced |
| Parcion Private Wealth LLC | 655 | $321.8K | 0.02% | +10+1.6% | Added |
| Scotia Capital Inc. | 654 | $321.3K | 0.00% | −21−3.1% | Reduced |
| GTS Securities LLC | 653 | $320.8K | 0.01% | +653 | New |
| 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 |
| SPC Financial, Inc. | 647 | $317.7K | 0.02% | +10+1.6% | Added |
| Valmark Advisers, Inc. | 645 | $316.7K | 0.00% | −16−2.4% | Reduced |
| Howard Capital Management Inc. | 644 | $316.4K | 0.00% | +11+1.7% | Added |
| Commerzbank Aktiengesellschaft | 641 | $315.0K | 0.01% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 641 | $315.0K | 0.02% | +3+0.5% | Added |
| Meeder Asset Management Inc | 641 | $314.9K | 0.02% | −52−7.5% | Reduced |
| CWA Asset Management Group, LLC | 641 | $314.9K | 0.01% | +7+1.1% | Added |
| Abel Hall, LLC | 638 | $313.6K | 0.13% | −10−1.5% | Reduced |
| Optimist Retirement Group LLC | 638 | $313.4K | 0.14% | +23+3.7% | Added |
| Dakota Wealth Management | 637 | $312.9K | 0.01% | −97−13.2% | Reduced |
| SlateStone Wealth, LLC | 633 | $311.0K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 626 | $307.5K | 0.10% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 625 | $307.0K | 0.14% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 623 | $306.0K | 0.10% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 623 | $306.0K | 0.17% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 623 | $306.0K | 0.03% | −14−2.2% | Reduced |
| Illumine Investment Management, LLC | 622 | $305.6K | 0.22% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 646 | $303.5K | 0.03% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 615 | $302.1K | 0.09% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 611 | $300.2K | 0.05% | +3+0.5% | Added |
| Cornerstone Wealth Group, LLC | 607 | $298.3K | 0.02% | +10+1.7% | Added |
| Argus Investors' Counsel, Inc. | 607 | $298.2K | 0.24% | −3−0.5% | Reduced |
| Dougherty Wealth Advisers LLC | 603 | $296.2K | 0.19% | 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 |
| Core Alternative Capital | 599 | $294.3K | 0.09% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 598 | $293.8K | 0.02% | +598 | New |
| Syntegra Private Wealth Group, LLC | 592 | $290.9K | 0.03% | +1+0.2% | Added |
| Portside Wealth Group, LLC | 592 | $290.8K | 0.04% | +9+1.5% | Added |
| Washington Capital Management Inc | 586 | $287.9K | 0.21% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 585 | $287.4K | 0.12% | −47−7.4% | Reduced |
| Institute for Wealth Management, LLC. | 584 | $286.9K | 0.03% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 583 | $286.2K | 0.08% | −46−7.3% | Reduced |
| Legacy Financial Advisors, Inc. | 582 | $286.1K | 0.04% | +100+20.7% | Added |
| Chicago Partners Investment Group LLC | 589 | $285.2K | 0.01% | −74−11.2% | Reduced |
| Polymer Capital Management (HK) LTD | 580 | $284.9K | 0.04% | +580 | New |
| Kelly Financial Services LLC | 578 | $283.8K | 0.07% | −174−23.1% | Reduced |
| Aua Capital Management, LLC | 577 | $283.5K | 0.16% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 596 | $281.7K | 0.04% | −237−28.5% | 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 |
| Resonant Capital Advisors, LLC | 569 | $279.5K | 0.02% | −49−7.9% | Reduced |
| Accredited Investors Inc. | 568 | $279.0K | 0.02% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 567 | $278.8K | 0.09% | +9+1.6% | Added |
| Five Oceans Advisors | 567 | $278.5K | 0.10% | −14−2.4% | Reduced |
| Ameritas Advisory Services, LLC | 559 | $274.6K | 0.02% | +93+20.0% | Added |
| Emprise Bank | 558 | $274.1K | 0.12% | 00.0% | Unchanged |
| Maseco LLP | 557 | $274.0K | 0.01% | +1+0.2% | Added |
| Gilman Hill Asset Management, LLC | 555 | $272.6K | 0.04% | 00.0% | Unchanged |