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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 554 | $272.2K | 0.02% | −28−4.8% | Reduced |
| Avenue 1 Advisors, LLC | 553 | $271.7K | 0.09% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 553 | $271.7K | 0.03% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 551 | $270.7K | 0.08% | 00.0% | Unchanged |
| Philadelphia Trust Co | 550 | $270.0K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 549 | $269.7K | 0.01% | −26−4.5% | Reduced |
| Howard Bailey Securities, LLC | 547 | $268.7K | 0.08% | +34+6.6% | Added |
| Walker Asset Management, LLC | 547 | $268.6K | 0.15% | +2+0.4% | Added |
| Wealthstar Advisors, LLC | 538 | $264.3K | 0.10% | 00.0% | Unchanged |
| Hemington Wealth Management | 538 | $264.0K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 537 | $263.8K | 0.01% | +100+22.9% | Added |
| Penserra Capital Management LLC | 533 | $261.0K | 0.00% | +6+1.1% | Added |
| Tufton Capital Management | 530 | $260.0K | 0.05% | +530 | New |
| Keebeck Alpha, LP | 528 | $259.4K | 0.36% | +132+33.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 526 | $258.3K | 0.02% | 00.0% | Unchanged |
| 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 |
| U.S. Capital Wealth Advisors, LLC | 523 | $256.9K | 0.01% | +17+3.4% | 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 |
| River Wealth Advisors LLC | 517 | $254.0K | 0.03% | +1+0.2% | Added |
| Alta Advisers Ltd | 516 | $253.5K | 0.08% | 00.0% | Unchanged |
| 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 |
| Avantax Planning Partners, Inc. | 514 | $252.5K | 0.01% | +17+3.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 514 | $252.5K | 0.10% | +514 | New |
| Everhart Financial Group, Inc. | 513 | $252.0K | 0.03% | +513 | New |
| Hudson Bay Capital Management LP | 511 | $251.0K | 0.00% | +511 | New |
| Revolve Wealth Partners, LLC | 510 | $250.5K | 0.03% | +3+0.6% | Added |
| Cornerstone Planning Group LLC | 551 | $250.4K | 0.04% | +49+9.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 506 | $248.6K | 0.03% | −100−16.5% | Reduced |
| Okabena Investment Services Inc | 505 | $248.1K | 0.05% | +28+5.9% | Added |
| Oldfather Financial Services, LLC | 503 | $247.1K | 0.08% | 00.0% | Unchanged |
| 1776 Wealth LLC | 502 | $246.6K | 0.10% | −808−61.7% | Reduced |
| Sunbeam Capital Management, LLC | 501 | $246.1K | 0.15% | +1+0.2% | Added |
| 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 |
| Heritage Investment Group, Inc. | 497 | $244.2K | 0.04% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 495 | $243.3K | 0.04% | +11+2.3% | Added |
| Archer Investment Corp | 494 | $242.7K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 494 | $242.6K | 0.01% | +18+3.8% | Added |
| WBH Advisory Inc | 493 | $242.2K | 0.02% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 493 | $242.2K | 0.01% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 492 | $241.7K | 0.13% | +70+16.6% | Added |
| Bahl & Gaynor Inc | 487 | $239.2K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 487 | $239.1K | 0.02% | +60+14.1% | Added |
| Revisor Wealth Management LLC | 486 | $238.8K | 0.08% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 486 | $238.7K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 485 | $238.1K | 0.01% | −198−29.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 483 | $237.3K | 0.02% | +483 | New |
| Platform Technology Partners | 482 | $236.8K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 482 | $236.8K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 481 | $236.4K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 481 | $236.3K | 0.01% | +33+7.4% | Added |
| Confluence Investment Management LLC | 480 | $235.8K | 0.00% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 478 | $234.8K | 0.01% | −649−57.6% | Reduced |
| OneAscent Financial Services LLC | 478 | $234.7K | 0.02% | −158−24.8% | Reduced |
| Argent Capital Management LLC | 477 | $234.3K | 0.01% | −175−26.8% | Reduced |
| Arete Wealth Advisors, LLC | 478 | $234.0K | 0.01% | −11−2.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 474 | $232.9K | 0.05% | −15−3.1% | Reduced |
| Warner Group LLC | 473 | $232.5K | 0.16% | +473 | New |
| Boothbay Fund Management, LLC | 473 | $232.4K | 0.01% | +473 | New |
| Rebalance, LLC | 472 | $231.9K | 0.01% | 00.0% | Unchanged |
| Natural Investments, LLC | 471 | $231.0K | 0.06% | −27−5.4% | Reduced |
| Alpha Family Trust | 470 | $230.9K | 0.11% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 469 | $230.4K | 0.01% | −15−3.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 469 | $230.4K | 0.01% | +63+15.5% | Added |
| HORAN Wealth, LLC | 469 | $230.3K | 0.04% | +469 | New |
| TCI Wealth Advisors, Inc. | 467 | $229.4K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 465 | $228.5K | 0.01% | −4−0.9% | Reduced |
| Empower Advisory Group, LLC | 465 | $228.4K | 0.00% | +13+2.9% | Added |
| Abacus Planning Group, Inc. | 462 | $227.0K | 0.03% | +25+5.7% | Added |
| Boyd Watterson Asset Management LLC | 460 | $226.1K | 0.07% | −14−3.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 460 | $226.0K | 0.04% | +460 | New |
| Crews Bank & Trust | 458 | $225.0K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 457 | $224.6K | 0.01% | +56+14.0% | Added |
| Fisher Asset Management, LLC | 457 | $224.5K | 0.00% | +457 | New |
| Tiemann Investment Advisors, LLC | 456 | $224.0K | 0.09% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 454 | $223.0K | 0.13% | +454 | New |
| Mutual Advisors, LLC | 465 | $222.6K | 0.00% | −46−9.0% | Reduced |
| Rockland Trust Co | 452 | $222.0K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 449 | $220.6K | 0.01% | −8−1.8% | Reduced |
| Concorde Asset Management, LLC | 448 | $220.5K | 0.09% | +448 | New |
| Transamerica Financial Advisors, Inc. | 449 | $220.5K | 0.02% | +390+661.0% | Added |
| Victory Financial Group, LLC | 448 | $220.1K | 0.03% | +60+15.5% | Added |
| SeaCrest Wealth Management, LLC | 445 | $218.1K | 0.02% | −46−9.4% | Reduced |
| CVA Family Office, LLC | 444 | $218.1K | 0.03% | −1−0.2% | Reduced |
| Plancorp, LLC | 440 | $216.2K | 0.01% | −12−2.7% | Reduced |
| Essential Partners LLC | 439 | $215.7K | 0.07% | +48+12.3% | Added |
| Fukoku Mutual Life Insurance Co | 435 | $213.7K | 0.01% | −86−16.5% | Reduced |
| Marathon Capital Management | 435 | $213.7K | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 435 | $213.5K | 0.01% | −53−10.9% | Reduced |
| Hanson & Doremus Investment Management | 433 | $213.0K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 428 | $210.4K | 0.01% | +12+2.9% | Added |
| Independent Family Office, LLC | 428 | $210.3K | 0.09% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 427 | $209.9K | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 425 | $208.9K | 0.01% | 00.0% | Unchanged |
| Aviso Wealth Management | 425 | $208.8K | 0.09% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 425 | $208.8K | 0.01% | +425 | New |