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 |
|---|---|---|---|---|---|
| Seven Mile Advisory | 422 | $207.5K | 0.03% | +422 | New |
| Macroview Investment Management LLC | 422 | $207.3K | 0.16% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 420 | $206.3K | 0.02% | −33−7.3% | Reduced |
| Silvia McColl Wealth Management, LLC | 418 | $205.3K | 0.14% | 00.0% | Unchanged |
| Weaver Consulting Group | 415 | $203.9K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 415 | $203.9K | 0.02% | +3+0.7% | Added |
| one8zero8, LLC | 414 | $203.4K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 414 | $203.0K | 0.05% | +162+64.3% | Added |
| Twelve Points Wealth Management LLC | 412 | $202.4K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 411 | $201.9K | 0.02% | +30+7.9% | Added |
| Crestwood Advisors Group LLC | 410 | $201.4K | 0.00% | +3+0.7% | Added |
| Sunbelt Securities, Inc. | 404 | $198.7K | 0.01% | −392−49.2% | Reduced |
| Webster Bank, N. A. | 394 | $193.6K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 388 | $190.7K | 0.00% | +161+70.9% | Added |
| LRI Investments, LLC | 380 | $186.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 366 | $179.8K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 364 | $178.8K | 0.14% | +4+1.1% | Added |
| Ameriflex Group, Inc. | 354 | $173.9K | 0.07% | +236+200.0% | Added |
| Cohen & Steers, Inc. | 350 | $172.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 342 | $168.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 339 | $166.5K | 0.00% | +308+993.5% | Added |
| Financial Perspectives, Inc | 338 | $165.9K | 0.05% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 335 | $164.6K | 0.04% | +335 | New |
| Bank of Jackson Hole Trust | 330 | $162.1K | 0.08% | 00.0% | Unchanged |
| Clear Street Markets LLC | 325 | $159.7K | 0.05% | +261+407.8% | Added |
| Versant Capital Management, Inc | 318 | $156.2K | 0.02% | +8+2.6% | Added |
| North Star Investment Management Corp. | 307 | $150.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 299 | $146.9K | 0.01% | +76+34.1% | Added |
| Westpac Banking Corp | 290 | $142.5K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 290 | $142.5K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 288 | $141.5K | 0.08% | 00.0% | Unchanged |
| Ostrum Asset Management | 288 | $141.5K | 0.01% | −8−2.7% | Reduced |
| Centaurus Financial, Inc. | 287 | $141.0K | 0.01% | +18+6.7% | Added |
| United Community Bank | 276 | $135.6K | 0.04% | −93−25.2% | Reduced |
| Riverview Trust Co | 276 | $135.6K | 0.16% | 00.0% | Unchanged |
| Onefund, LLC | 272 | $133.6K | 0.09% | +9+3.4% | Added |
| Anchor Investment Management, LLC | 270 | $132.6K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 270 | $132.6K | 0.03% | +25+10.2% | Added |
| New Age Alpha Advisors, LLC | 262 | $128.7K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 261 | $128.2K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $128.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 256 | $126.0K | 0.00% | +7+2.8% | Added |
| West Oak Capital, LLC | 255 | $125.3K | 0.05% | −190−42.7% | Reduced |
| Princeton Global Asset Management LLC | 255 | $125.3K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 255 | $125.3K | 0.04% | −25−8.9% | Reduced |
| Heritage Wealth Advisors | 254 | $124.8K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 251 | $123.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 246 | $120.8K | 0.01% | −5−2.0% | Reduced |
| CoreFirst Bank & Trust | 243 | $119.4K | 0.06% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 241 | $118.4K | 0.11% | +241 | New |
| S-Bank Fund Management Ltd | 233 | $114.5K | 0.02% | −3−1.3% | Reduced |
| Kozak & Associates, Inc. | 255 | $112.6K | 0.02% | −9−3.4% | Reduced |
| Bayforest Capital Ltd | 227 | $111.5K | 0.05% | +227 | New |
| Sentry Investment Management LLC | 225 | $110.0K | 0.07% | −71−24.0% | Reduced |
| 1620 Investment Advisors, Inc. | 220 | $108.1K | 0.07% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 215 | $105.6K | 0.07% | 00.0% | Unchanged |
| Motco | 211 | $103.7K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 247 | $103.3K | 0.00% | +33+15.4% | Added |
| West Branch Capital LLC | 205 | $100.7K | 0.03% | +52+34.0% | Added |
| BSN Capital Partners Ltd | 193 | $99.9K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 202 | $99.2K | 0.01% | +46+29.5% | Added |
| Kimelman & Baird, LLC | 200 | $98.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 199 | $97.8K | 0.02% | +40+25.2% | Added |
| Pinnacle Bancorp, Inc. | 198 | $97.3K | 0.03% | +12+6.5% | Added |
| REAP Financial Group, LLC | 196 | $96.1K | 0.02% | +14+7.7% | Added |
| Security National Bank | 191 | $93.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 182 | $89.5K | 0.00% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 181 | $88.9K | 0.02% | +181 | New |
| Central Pacific Bank - Trust Division | 180 | $88.4K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 179 | $87.9K | 0.03% | +179 | New |
| State of Wyoming | 167 | $82.0K | 0.01% | −3−1.8% | Reduced |
| JPL Wealth Management, LLC | 166 | $81.5K | 0.02% | +166 | New |
| Operose Advisors LLC | 159 | $78.1K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 159 | $78.1K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $78.1K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $78.1K | 0.02% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 155 | $76.3K | 0.03% | +155 | New |
| High Note Wealth, LLC | 155 | $76.1K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 154 | $75.7K | 0.02% | +125+431.0% | Added |
| Sound Income Strategies, LLC | 154 | $75.6K | 0.00% | +66+75.0% | Added |
| Silvant Capital Management LLC | 152 | $74.7K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 150 | $73.7K | 0.01% | −180−54.5% | Reduced |
| Evermay Wealth Management LLC | 148 | $72.7K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 143 | $70.4K | 0.03% | −6−4.0% | Reduced |
| Tobam | 143 | $70.0K | 0.03% | +6+4.4% | Added |
| Hantz Financial Services, Inc. | 142 | $70.0K | 0.00% | +57+67.1% | Added |
| Geneos Wealth Management Inc. | 142 | $69.9K | 0.00% | −305−68.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $68.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 137 | $67.3K | 0.01% | +98+251.3% | Added |
| Westend Capital Management, LLC | 129 | $63.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 126 | $62.0K | 0.03% | +30+31.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 125 | $61.4K | 0.01% | +70+127.3% | Added |
| Rexford Capital Inc | 123 | $60.4K | 0.05% | +21+20.6% | Added |
| Battery Global Advisors, LLC | 119 | $58.5K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 115 | $57.0K | 0.01% | −50−30.3% | Reduced |
| CGC Financial Services, LLC | 116 | $57.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 111 | $54.5K | 0.00% | +11+11.0% | Added |
| Clean Yield Group | 110 | $54.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 109 | $53.5K | 0.00% | −4−3.5% | Reduced |
| Alerus Financial NA | 106 | $52.1K | 0.00% | 00.0% | Unchanged |