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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 1,026 | $504.0K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,023 | $502.7K | 0.03% | −79−7.2% | Reduced |
| Sterling Wealth Management, Inc. | 1,022 | $502.1K | 0.15% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,020 | $501.1K | 0.23% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,015 | $498.6K | 0.05% | −78−7.1% | Reduced |
| Fort Sheridan Advisors LLC | 1,014 | $498.1K | 0.07% | +14+1.4% | Added |
| Ignite Planners, LLC | 1,009 | $495.7K | 0.08% | +28+2.9% | Added |
| Somerset Trust Co | 1,008 | $495.2K | 0.15% | +10+1.0% | Added |
| Harbour Investments, Inc. | 1,006 | $494.3K | 0.01% | +6+0.6% | Added |
| Renasant Bank | 1,002 | $492.2K | 0.31% | −141−12.3% | Reduced |
| Element Capital Management LLC | 1,001 | $491.7K | 0.70% | +1,001 | New |
| Founders Capital Management, LLC | 1,000 | $491.3K | 0.08% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $491.3K | 0.23% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 999 | $490.8K | 0.06% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 999 | $490.8K | 0.03% | 00.0% | Unchanged |
| LMCG Investments, LLC | 997 | $489.8K | 0.03% | −107−9.7% | Reduced |
| Evercore Wealth Management, LLC | 995 | $488.8K | 0.01% | −25−2.5% | Reduced |
| MV Capital Management, Inc. | 992 | $487.3K | 0.05% | 00.0% | Unchanged |
| Everett Harris & Co | 991 | $486.8K | 0.01% | −40−3.9% | Reduced |
| Sunflower Bank, N.A. | 988 | $485.4K | 0.12% | 00.0% | Unchanged |
| Rothschild Investment LLC | 982 | $482.4K | 0.03% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 982 | $482.2K | 0.10% | +2+0.2% | Added |
| Modern Wealth Management, LLC | 980 | $481.2K | 0.01% | +3+0.3% | Added |
| Enzi Wealth | 1,017 | $475.7K | 0.17% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 960 | $471.6K | 0.37% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 954 | $468.7K | 0.01% | −25−2.6% | Reduced |
| Bailard, Inc. | 952 | $467.7K | 0.01% | +1+0.1% | Added |
| Change Path, LLC | 949 | $466.0K | 0.01% | +17+1.8% | Added |
| Dakota Community Bank & Trust NA | 942 | $462.8K | 1.83% | +22+2.4% | Added |
| Hickory Point Bank & Trust | 935 | $459.3K | 0.34% | 00.0% | Unchanged |
| Cigna Investments Inc | 933 | $459.0K | 0.07% | −10−1.1% | Reduced |
| Hills Bank & Trust Co | 931 | $457.4K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 927 | $455.2K | 0.01% | +927 | New |
| Optimize Financial Inc | 922 | $452.9K | 0.24% | +922 | New |
| South Plains Financial, Inc. | 921 | $452.4K | 0.28% | +224+32.1% | Added |
| PDS Planning, Inc | 914 | $449.0K | 0.03% | −6−0.7% | Reduced |
| Beaton Management Co. Inc. | 910 | $447.0K | 0.20% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 910 | $447.0K | 0.10% | −122−11.8% | Reduced |
| Cambridge Financial Group, LLC | 906 | $445.1K | 0.14% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 900 | $442.0K | 0.13% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 900 | $442.0K | 0.01% | +520+136.8% | Added |
| Ellevest, Inc. | 899 | $441.6K | 0.06% | −135−13.1% | Reduced |
| Leavell Investment Management, Inc. | 893 | $438.7K | 0.02% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 891 | $437.9K | 0.02% | +41+4.8% | Added |
| Williams Jones Wealth Management, LLC. | 890 | $437.2K | 0.01% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 890 | $437.2K | 0.01% | +890 | New |
| Interchange Capital Partners, LLC | 883 | $435.2K | 0.09% | +77+9.6% | Added |
| Essex Financial Services, Inc. | 883 | $433.8K | 0.03% | +170+23.8% | Added |
| Clark Capital Management Group, Inc. | 882 | $433.4K | 0.00% | +141+19.0% | Added |
| Bridgewater Advisors Inc. | 962 | $432.7K | 0.03% | −10−1.0% | Reduced |
| Advisors Capital Management, LLC | 878 | $431.6K | 0.01% | −11−1.2% | Reduced |
| Private Wealth Asset Management, LLC | 878 | $431.3K | 0.05% | 00.0% | Unchanged |
| Park National Corp | 877 | $430.8K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 876 | $430.3K | 0.01% | −16−1.8% | Reduced |
| Colonial Trust Co | 876 | $430.3K | 0.06% | −2−0.2% | Reduced |
| Hengehold Capital Management LLC | 874 | $429.4K | 0.04% | 00.0% | Unchanged |
| Busey Wealth Management | 868 | $426.4K | 0.01% | +65+8.1% | Added |
| Carr Financial Group Corp | 864 | $424.5K | 0.12% | +53+6.5% | Added |
| Whittier Trust Co | 861 | $423.6K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 859 | $422.2K | 0.09% | −9−1.0% | Reduced |
| Groupama Asset Managment | 859 | $422.0K | 0.01% | −81−8.6% | Reduced |
| Ameritas Investment Partners, Inc. | 859 | $422.0K | 0.01% | −40−4.4% | Reduced |
| HBK Sorce Advisory LLC | 873 | $420.1K | 0.01% | −1−0.1% | Reduced |
| Sendero Wealth Management, LLC | 846 | $415.6K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 845 | $415.1K | 0.05% | −14−1.6% | Reduced |
| Grove Bank & Trust | 844 | $414.6K | 0.05% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 843 | $414.1K | 0.00% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 843 | $414.1K | 0.44% | +228+37.1% | Added |
| Plimoth Trust Co LLC | 839 | $412.2K | 0.09% | −20−2.3% | Reduced |
| Ronald Blue Trust, Inc. | 839 | $412.1K | 0.00% | −26−3.0% | Reduced |
| New Wave Wealth Advisors LLC | 838 | $411.7K | 0.16% | +7+0.8% | Added |
| Benjamin Edwards Inc | 836 | $411.0K | 0.00% | −3−0.4% | Reduced |
| IFG Advisory, LLC | 830 | $407.8K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 828 | $406.9K | 0.07% | +161+24.1% | Added |
| WealthPLAN Partners, LLC | 827 | $406.3K | 0.06% | +27+3.4% | Added |
| N.E.W. Advisory Services LLC | 821 | $403.3K | 0.04% | +72+9.6% | Added |
| Pallas Capital Advisors LLC | 821 | $403.3K | 0.01% | −71−8.0% | Reduced |
| Great Waters Wealth Management | 819 | $402.2K | 0.05% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 814 | $400.0K | 0.19% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 813 | $399.4K | 0.03% | −6−0.7% | Reduced |
| Capital Analysts, LLC | 804 | $395.0K | 0.01% | +9+1.1% | Added |
| Ascent Group, LLC | 802 | $394.0K | 0.01% | −2−0.2% | Reduced |
| Schulhoff & Co Inc | 800 | $393.0K | 0.17% | 00.0% | Unchanged |
| CX Institutional | 801 | $393.0K | 0.01% | +9+1.1% | Added |
| Fidelis Capital Partners, LLC | 799 | $392.5K | 0.03% | +88+12.4% | Added |
| Spahn Wealth & Retirement LLC | 795 | $390.5K | 0.23% | +795 | New |
| Schnieders Capital Management, LLC. | 787 | $386.6K | 0.07% | +787 | New |
| First Nebraska Trust Co | 784 | $385.1K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 784 | $385.1K | 0.15% | +784 | New |
| Caldwell Sutter Capital, Inc. | 772 | $379.2K | 0.16% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 762 | $374.3K | 0.00% | −1,935−71.7% | Reduced |
| Canal Capital Management, LLC | 758 | $372.5K | 0.06% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 752 | $369.4K | 0.33% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 751 | $368.9K | 0.01% | −17,380−95.9% | Reduced |
| Krilogy Financial LLC | 803 | $368.6K | 0.01% | +803 | New |
| Burke & Herbert Bank & Trust Co | 750 | $368.4K | 0.08% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 748 | $367.6K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 746 | $366.5K | 0.01% | −143−16.1% | Reduced |
| Pin Oak Investment Advisors Inc | 746 | $366.5K | 0.26% | −42−5.3% | Reduced |
| Independent Financial Group, LLC | 742 | $364.6K | 0.01% | +742 | New |