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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 105 | $51.6K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $49.1K | 0.02% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 100 | $49.1K | 0.11% | +100 | New |
| Salomon & Ludwin, LLC | 99 | $48.7K | 0.00% | +43+76.8% | Added |
| TCTC Holdings, LLC | 98 | $48.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $45.2K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 90 | $44.2K | 0.02% | −20−18.2% | Reduced |
| CoreCap Advisors, LLC | 90 | $44.2K | 0.00% | −13−12.6% | Reduced |
| Millstone Evans Group, LLC | 88 | $43.2K | 0.03% | 00.0% | Unchanged |
| Promus Capital, LLC | 88 | $43.2K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 87 | $42.7K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 80 | $39.3K | 0.01% | −105−56.8% | Reduced |
| Morse Asset Management, Inc | 80 | $39.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $39.3K | 0.00% | +2+2.6% | Added |
| Abound Wealth Management | 79 | $38.9K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 79 | $38.8K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 71 | $35.0K | 0.00% | −394−84.7% | Reduced |
| Roble, Belko & Company, Inc | 69 | $34.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 69 | $33.9K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 67 | $32.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 66 | $32.4K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 65 | $31.9K | 0.04% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 65 | $31.9K | 0.00% | +65 | New |
| Walleye Capital LLC | 63 | $30.9K | 0.00% | −640−91.0% | Reduced |
| American National Bank | 63 | $30.9K | 0.00% | −106−62.7% | Reduced |
| Rialto Wealth Management, LLC | 62 | $30.5K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 61 | $30.0K | 0.01% | +16+35.6% | Added |
| DiNuzzo Private Wealth, Inc. | 58 | $29.9K | 0.00% | −1−1.7% | Reduced |
| TD Capital Management LLC | 61 | $29.8K | 0.00% | +1+1.7% | Added |
| Key Financial Inc | 61 | $29.7K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 60 | $29.5K | 0.02% | −8−11.8% | Reduced |
| Wealth Preservation Advisors, LLC | 60 | $29.5K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 60 | $29.5K | 0.02% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 60 | $28.8K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 58 | $28.5K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 57 | $28.0K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 56 | $27.5K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 55 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 55 | $27.0K | 0.00% | −11,976−99.5% | Reduced |
| Piscataqua Savings Bank | 55 | $27.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 55 | $27.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 53 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 51 | $25.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $24.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $24.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 49 | $24.1K | 0.00% | −1−2.0% | Reduced |
| Financial Management Professionals, Inc. | 49 | $24.1K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $22.6K | 0.01% | −24−34.3% | Reduced |
| Financial Freedom, LLC | 45 | $22.1K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 43 | $21.1K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 40 | $19.6K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 39 | $19.3K | 0.01% | +2+5.4% | Added |
| TFC Financial Management | 39 | $19.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 39 | $19.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 37 | $18.2K | 0.00% | −9−19.6% | Reduced |
| Rogco, LP | 37 | $18.2K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 35 | $17.2K | 0.01% | −40−53.3% | Reduced |
| Toth Financial Advisory Corp | 35 | $17.2K | 0.00% | −10−22.2% | Reduced |
| Reyes Financial Architecture, Inc. | 35 | $17.2K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 34 | $16.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $16.7K | 0.00% | +8+30.8% | Added |
| Strategic Investment Solutions, Inc. | 33 | $16.2K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 33 | $16.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 32 | $15.7K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 32 | $15.5K | 0.00% | +32 | New |
| Investors Research Corp | 30 | $14.7K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 30 | $14.7K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 30 | $14.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 29 | $14.2K | 0.00% | +11+61.1% | Added |
| South State Corp. | 28 | $13.8K | 0.00% | −16−36.4% | Reduced |
| Main Street Group, LTD | 28 | $13.5K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 27 | $13.3K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 27 | $13.3K | 0.01% | +3+12.5% | Added |
| Ogorek Anthony Joseph | 27 | $13.0K | 0.00% | +1+3.8% | Added |
| Asset Dedication, LLC | 26 | $12.8K | 0.00% | −71−73.2% | Reduced |
| JNBA Financial Advisors | 26 | $12.8K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 26 | $12.8K | 0.01% | +3+13.0% | Added |
| Country Trust Bank | 26 | $12.8K | 0.00% | +4+18.2% | Added |
| Ritter Daniher Financial Advisory LLC | 25 | $12.3K | 0.00% | +25 | New |
| FWL Investment Management, LLC | 25 | $12.3K | 0.00% | +25 | New |
| Costello Asset Management, INC | 25 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $11.8K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 23 | $11.3K | 0.00% | +23 | New |
| Avion Wealth | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 22 | $10.8K | 0.00% | +22 | New |
| UMA Financial Services, Inc. | 21 | $10.3K | 0.00% | +21 | New |
| Capital Advisors, Ltd. LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 20 | $9.82K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 20 | $9.82K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 20 | $9.00K | 0.00% | +20 | New |
| Plante Moran Financial Advisors, LLC | 18 | $8.84K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 17 | $8.35K | 0.00% | 00.0% | Unchanged |
| City State Bank | 17 | $8.35K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 16 | $7.86K | 0.00% | +16 | New |
| Dunhill Financial, LLC | 16 | $7.77K | 0.00% | +1+6.7% | Added |
| IMG Wealth Management, Inc. | 15 | $7.37K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 15 | $7.37K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 15 | $7.37K | 0.00% | +15 | New |
| Guerra Advisors Inc | 15 | $7.37K | 0.00% | +15 | New |
| Silicon Valley Capital Partners | 15 | $7.29K | 0.00% | 00.0% | Unchanged |