Skip to main content

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, Q4 2025

Institutional positions in Ameriprise Financial Inc as of Dec 31, 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
1,426
+90 vs. Q3 2025
Shares held
79.9M
+828.1K (+1.0%) vs. Q3 2025
Total value
$39.2B
+$333.1M (+0.9%) vs. Q3 2025
New holders
179
452 more added
Sold out
89
513 more reduced

27 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,426 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ4 2025: $39.2B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2025.

Institutions holding AMP in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Birchbrook, Inc.34$16.7K0.01%00.0%Unchanged
Toth Financial Advisory Corp35$17.2K0.00%00.0%Unchanged
Hager Investment Management Services, LLC35$17.2K0.01%00.0%Unchanged
Reyes Financial Architecture, Inc.35$17.2K0.01%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC35$17.2K0.02%+35New
Kingdom Financial Group LLC.35$17.3K0.01%+35New
Rogco, LP37$18.1K0.01%00.0%Unchanged
Financial Network Wealth Advisors LLC37$18.1K0.02%+10+37.0%Added
Kemnay Advisory Services Inc.37$18.1K0.00%+37New
SHP Wealth Management38$18.9K0.00%+38New
Valley National Advisers Inc40$19.0K0.00%+40New
TFC Financial Management39$19.1K0.00%00.0%Unchanged
Copia Wealth Management40$19.6K0.01%00.0%Unchanged
Align Financial, LLC19,614$19.6K0.01%+19,614New
MCF Advisors LLC43$21.1K0.00%+6+16.2%Added
Quarry LP45$22.1K0.00%−109−70.8%Reduced
Financial Freedom, LLC45$22.1K0.01%00.0%Unchanged
Bayban45$22.1K0.02%+45New
Meramec Financial Planners, LLC41$22.4K0.01%+41New
Solstein Capital, LLC46$22.6K0.01%00.0%Unchanged
Valued Wealth Advisors LLC47$23.2K0.01%+8+20.5%Added
Sankala Group LLC51$24.0K0.02%+51New
Financial Management Professionals, Inc.49$24.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC50$24.5K0.01%00.0%Unchanged
PFS Partners, LLC50$24.5K0.01%00.0%Unchanged
South State Corp.50$24.5K0.00%+22+78.6%Added
Bangor Savings Bank51$25.0K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC53$26.1K0.01%00.0%Unchanged
Piscataqua Savings Bank55$27.0K0.02%00.0%Unchanged
Mechanics Financial Corp55$27.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc55$27.0K0.00%+6+12.2%Added
Creative Capital Management Investments LLC56$27.5K0.01%00.0%Unchanged
Simplex Trading, LLC57$27.9K0.00%−603−91.4%Reduced
Bank & Trust Co57$27.9K0.02%00.0%Unchanged
WPG Advisers, LLC57$27.9K0.02%+18+46.2%Added
DiNuzzo Private Wealth, Inc.57$27.9K0.00%−1−1.7%Reduced
WFA of San Diego, LLC60$29.4K0.02%00.0%Unchanged
Wealth Preservation Advisors, LLC60$29.4K0.01%00.0%Unchanged
Rialto Wealth Management, LLC60$29.4K0.01%−2−3.2%Reduced
Westside Investment Management, Inc.60$29.4K0.00%+2+3.4%Added
Holos Integrated Wealth LLC60$29.6K0.02%00.0%Unchanged
TD Capital Management LLC61$29.8K0.00%00.0%Unchanged
SBI Securities Co., Ltd.61$29.9K0.00%−19−23.8%Reduced
Key Financial Inc61$29.9K0.01%00.0%Unchanged
SJS Investment Consulting Inc.64$31.4K0.00%+56+700.0%Added
Redmont Wealth Advisors LLC65$31.9K0.05%00.0%Unchanged
American National Bank65$31.9K0.00%+2+3.2%Added
Mascoma Wealth Management LLC66$32.4K0.01%00.0%Unchanged
Ares Financial Consulting, LLC66$32.4K0.03%+66New
Oakworth Capital, Inc.67$32.9K0.00%00.0%Unchanged
Prosperity Bancshares Inc68$33.3K0.03%+68New
Harvest Fund Management Co., Ltd71$35.0K0.00%00.0%Unchanged
Zions Bancorporation, National Association75$36.8K0.00%−224−74.9%Reduced
Ritter Daniher Financial Advisory LLC76$37.3K0.01%+51+204.0%Added
Adirondack Trust Co79$38.7K0.01%00.0%Unchanged
Activest Wealth Management79$38.7K0.01%+70+777.8%Added
Abound Wealth Management79$38.8K0.01%00.0%Unchanged
Morse Asset Management, Inc80$39.2K0.01%00.0%Unchanged
Lloyd Advisory Services, LLC.83$40.6K0.02%+83New
XY Capital Ltd85$41.7K0.04%+85New
CoreCap Advisors, LLC87$42.7K0.00%−3−3.3%Reduced
Albion Financial Group87$42.7K0.00%00.0%Unchanged
Millstone Evans Group, LLC88$43.1K0.03%00.0%Unchanged
First Financial Corp90$44.1K0.02%00.0%Unchanged
Covestor Ltd91$45.0K0.02%−35−27.8%Reduced
Bell Investment Advisors, Inc92$45.1K0.01%00.0%Unchanged
Atlantic Trust, LLC97$47.6K0.01%+28+40.6%Added
TCTC Holdings, LLC98$48.1K0.00%00.0%Unchanged
Phillip James Consulting Co.100$49.0K0.86%+100New
Salomon & Ludwin, LLC98$49.8K0.00%−1−1.0%Reduced
West Branch Capital LLC105$51.5K0.01%−100−48.8%Reduced
Alerus Financial NA106$52.0K0.00%00.0%Unchanged
Clean Yield Group110$53.9K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.110$53.9K0.02%+110New
Delta Asset Management LLC111$54.4K0.00%00.0%Unchanged
Lodestone Wealth Management LLC111$54.4K0.02%+111New
CGC Financial Services, LLC116$56.9K0.02%00.0%Unchanged
Resources Management Corp115$57.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.117$57.4K0.00%−25−17.6%Reduced
Board of the Pension Protection Fund120$58.8K0.06%+120New
Battery Global Advisors, LLC121$59.3K0.03%+2+1.7%Added
High Point Wealth Management, LLC122$59.7K0.06%+122New
Rexford Capital Inc123$60.3K0.05%00.0%Unchanged
Torren Management, LLC123$60.5K0.03%+123New
Monetary Solutions, Ltd124$60.8K0.06%+124New
Ameriflex Group, Inc.125$61.3K0.03%−229−64.7%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA125$61.3K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC125$61.3K0.00%+20+19.0%Added
DV Equities, LLC130$63.7K0.01%+130New
DV Trading LLC132$64.7K0.01%+132New
Raleigh Capital Management Inc.137$67.0K0.02%−6−4.2%Reduced
Clear Street Markets LLC137$67.2K0.01%−188−57.8%Reduced
Center for Financial Planning, Inc.137$67.2K0.01%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA138$68.0K0.02%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.144$70.6K0.01%+144New
Evermay Wealth Management LLC148$72.6K0.01%00.0%Unchanged
Estabrook Capital Management150$73.6K0.01%00.0%Unchanged
Silvant Capital Management LLC152$74.5K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.154$75.5K0.01%+154New
Annis Gardner Whiting Capital Advisors, LLC154$75.5K0.01%−45−22.6%Reduced