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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 1,467 | $720.5K | 0.04% | +172+13.3% | Added |
| Integrated Advisors Network LLC | 1,466 | $720.1K | 0.03% | −19−1.3% | Reduced |
| ROI Financial Advisors, LLC | 1,464 | $719.1K | 0.43% | +123+9.2% | Added |
| Elyxium Wealth, LLC | 1,456 | $715.3K | 0.25% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,454 | $714.5K | 0.05% | −401−21.6% | Reduced |
| Armis Advisers, LLC | 1,530 | $712.8K | 0.07% | +1,530 | New |
| Accel Wealth Management | 1,451 | $712.8K | 0.21% | +2+0.1% | Added |
| Forum Financial Management, LP | 1,441 | $708.0K | 0.01% | −22−1.5% | Reduced |
| NBC Securities, Inc. | 1,418 | $696.6K | 0.05% | −7−0.5% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,410 | $692.7K | 1.15% | +1,410 | New |
| Crewe Advisors LLC | 1,409 | $692.2K | 0.07% | +33+2.4% | Added |
| Wedbush Securities Inc | 1,406 | $691.0K | 0.02% | −24−1.7% | Reduced |
| Lyell Wealth Management, LP | 1,404 | $689.7K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,402 | $688.7K | 0.02% | +353+33.7% | Added |
| Pointe Capital Management LLC | 1,372 | $674.0K | 0.33% | 00.0% | Unchanged |
| Old Port Advisors | 1,369 | $672.6K | 0.17% | −12−0.9% | Reduced |
| Mission Wealth Management, LP | 1,365 | $670.7K | 0.01% | −33−2.4% | Reduced |
| Stephens Inc | 1,365 | $670.6K | 0.01% | −416−23.4% | Reduced |
| Wellington Management Group LLP | 1,360 | $668.1K | 0.00% | +108+8.6% | Added |
| Shell Asset Management Co | 1,360 | $668.0K | 0.07% | −2,915−68.2% | Reduced |
| Great Valley Advisor Group, Inc. | 1,359 | $667.4K | 0.01% | +443+48.4% | Added |
| Strathmore Capital Advisors, Inc. | 1,348 | $662.2K | 0.27% | −45−3.2% | Reduced |
| Profund Advisors LLC | 1,346 | $661.2K | 0.02% | +5+0.4% | Added |
| EverSource Wealth Advisors, LLC | 1,345 | $660.5K | 0.03% | −24−1.8% | Reduced |
| Catalyst Financial Partners LLC | 1,339 | $657.8K | 0.08% | −4−0.3% | Reduced |
| Premier Path Wealth Partners, LLC | 1,335 | $655.8K | 0.08% | −1−0.1% | Reduced |
| Oliver Luxxe Assets LLC | 1,333 | $654.8K | 0.10% | +103+8.4% | Added |
| Charter Oak Capital Management, LLC | 1,329 | $653.1K | 0.05% | −16−1.2% | Reduced |
| Advisor OS, LLC | 1,326 | $651.4K | 0.06% | −41−3.0% | Reduced |
| Concurrent Investment Advisors, LLC | 1,323 | $650.0K | 0.01% | +28+2.2% | Added |
| Eastern Bank | 1,317 | $647.0K | 0.01% | +57+4.5% | Added |
| Pinnacle Associates Ltd | 1,313 | $644.9K | 0.01% | +68+5.5% | Added |
| Berkshire Asset Management LLC | 1,312 | $644.7K | 0.03% | −10−0.8% | Reduced |
| Keel Point, LLC | 1,311 | $644.0K | 0.04% | −37−2.7% | Reduced |
| Diversify Advisory Services, LLC | 1,418 | $641.5K | 0.02% | +606+74.6% | Added |
| Northcape Wealth Management, LLC | 1,300 | $638.6K | 0.19% | 00.0% | Unchanged |
| MJP Associates Inc | 1,291 | $634.2K | 0.08% | +68+5.6% | Added |
| IFP Advisors, Inc | 1,288 | $632.7K | 0.02% | −193−13.0% | Reduced |
| Insight Advisors, LLC | 1,287 | $632.2K | 0.10% | −8−0.6% | Reduced |
| Sage Mountain Advisors LLC | 1,275 | $626.3K | 0.04% | −122−8.7% | Reduced |
| Equitable Holdings, Inc. | 1,266 | $621.9K | 0.00% | +532+72.5% | Added |
| Miracle Mile Advisors, LLC | 1,265 | $621.4K | 0.01% | −13−1.0% | Reduced |
| Trifecta Capital Advisors, LLC | 1,260 | $619.0K | 0.09% | −8−0.6% | Reduced |
| Pinnacle Financial Partners Inc | 1,259 | $618.5K | 0.01% | +33+2.7% | Added |
| Johnson Financial Group, Inc. | 1,249 | $613.6K | 0.02% | +261+26.4% | Added |
| Green Harvest Asset Management LLC | 1,247 | $612.6K | 0.01% | +13+1.1% | Added |
| Focus Financial Network, Inc. | 1,243 | $610.8K | 0.02% | −6−0.5% | Reduced |
| Modera Wealth Management, LLC | 1,243 | $610.4K | 0.01% | −22−1.7% | Reduced |
| Panagora Asset Management Inc | 1,239 | $608.7K | 0.00% | +14+1.1% | Added |
| Sagespring Wealth Partners, LLC | 1,235 | $606.5K | 0.01% | −66−5.1% | Reduced |
| McLean Asset Management Corp | 1,223 | $604.0K | 0.12% | −9−0.7% | Reduced |
| First County Bank | 1,228 | $603.3K | 0.31% | +78+6.8% | Added |
| Edgestream Partners, L.P. | 1,223 | $600.8K | 0.02% | −9,677−88.8% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $599.3K | 0.09% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,205 | $592.1K | 0.02% | −34−2.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,204 | $591.5K | 0.10% | +20+1.7% | 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 |
| BLB&B Advisors, LLC | 1,191 | $585.1K | 0.03% | +33+2.8% | Added |
| Aaron Wealth Advisors | 1,188 | $583.6K | 0.04% | +234+24.5% | Added |
| Parkside Financial Bank & Trust | 1,185 | $582.1K | 0.05% | −39−3.2% | Reduced |
| Quantum Financial Advisors, LLC | 1,180 | $579.4K | 0.07% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,178 | $578.5K | 0.27% | +1+0.1% | Added |
| Rathbone Brothers plc | 1,175 | $577.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,087 | $573.5K | 0.08% | −42−3.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,166 | $573.0K | 0.01% | +14+1.2% | Added |
| Evergreen Wealth Solutions, LLC | 1,165 | $572.1K | 0.32% | −33−2.8% | Reduced |
| SageView Advisory Group, LLC | 1,160 | $569.8K | 0.02% | +47+4.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,158 | $568.9K | 0.01% | +87+8.1% | Added |
| Fire Capital Management LLC | 1,150 | $564.9K | 0.32% | 00.0% | Unchanged |
| B&L Asset Management LLC | 1,147 | $563.5K | 0.29% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,146 | $563.1K | 0.03% | +224+24.3% | Added |
| Ibex Wealth Advisors | 1,142 | $560.9K | 0.05% | +2+0.2% | Added |
| Private Trust Co NA | 1,136 | $558.2K | 0.05% | −1−0.1% | Reduced |
| Frederick Financial Consultants, LLC | 1,136 | $557.8K | 0.31% | +7+0.6% | Added |
| McRae Capital Management Inc | 1,135 | $557.6K | 0.11% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,133 | $556.5K | 0.03% | −910−44.5% | Reduced |
| Capstone Investment Advisors, LLC | 1,132 | $556.1K | 0.00% | +712+169.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,126 | $554.0K | 0.01% | −8−0.7% | Reduced |
| Trust Asset Management LLC | 1,127 | $553.6K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,123 | $551.7K | 0.03% | +756+206.0% | Added |
| Unique Wealth Strategies, LLC | 1,119 | $549.5K | 0.22% | +27+2.5% | Added |
| Contravisory Investment Management, Inc. | 1,103 | $541.8K | 0.10% | −4−0.4% | Reduced |
| Segment Wealth Management, LLC | 1,101 | $540.9K | 0.03% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,100 | $540.4K | 0.02% | −500−31.3% | Reduced |
| Becker Capital Management Inc | 1,095 | $537.9K | 0.02% | −130−10.6% | Reduced |
| Aptus Capital Advisors, LLC | 1,090 | $535.5K | 0.00% | +24+2.3% | Added |
| Michels Family Financial, LLC | 1,086 | $533.3K | 0.42% | −23−2.1% | Reduced |
| Sovran Advisors, LLC | 1,172 | $532.4K | 0.05% | −574−32.9% | Reduced |
| Aries Wealth Management | 1,081 | $531.0K | 0.13% | −1−0.1% | Reduced |
| Independence Bank of Kentucky | 1,081 | $531.0K | 0.07% | 00.0% | Unchanged |
| Beacon Financial Group | 1,078 | $529.6K | 0.05% | −5−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 1,068 | $524.4K | 0.02% | +36+3.5% | Added |
| Burt Wealth Advisors | 1,059 | $520.2K | 0.13% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,055 | $518.3K | 0.20% | −73−6.5% | Reduced |
| Cetera Trust Company, N.A | 1,050 | $515.8K | 0.29% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,045 | $513.4K | 0.17% | −30−2.8% | Reduced |
| Oak Thistle LLC | 1,044 | $512.9K | 0.08% | +1,044 | New |
| 3Chopt Investment Partners, LLC | 1,041 | $511.4K | 0.12% | +61+6.2% | Added |
| Baker Tilly Wealth Management, LLC | 1,036 | $509.0K | 0.11% | +533+106.0% | Added |