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.
| 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 | 1,363 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,392 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 155 | $76.0K | 0.02% | −4−2.5% | Reduced |
| High Note Wealth, LLC | 155 | $76.0K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 157 | $77.2K | 0.03% | +2+1.3% | Added |
| United Community Bank | 158 | $77.5K | 0.03% | −118−42.8% | Reduced |
| Tompkins Financial Corp | 159 | $78.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 159 | $78.0K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $78.0K | 0.02% | 00.0% | Unchanged |
| Optima Capital LLC | 162 | $79.2K | 0.03% | +162 | New |
| Laurel Wealth Advisors LLC | 163 | $79.9K | 0.01% | +163 | New |
| Sound Income Strategies, LLC | 164 | $83.5K | 0.00% | +10+6.5% | Added |
| RMG Wealth Management LLC | 1,708 | $85.6K | 0.01% | +1,708 | New |
| Hantz Financial Services, Inc. | 180 | $88.0K | 0.00% | +38+26.8% | Added |
| Central Pacific Bank - Trust Division | 180 | $88.3K | 0.01% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 181 | $88.8K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 183 | $89.7K | 0.01% | −1,285−87.5% | Reduced |
| Flagship Wealth Advisors, LLC | 185 | $90.7K | 0.03% | +105+131.3% | Added |
| Security National Bank | 191 | $93.7K | 0.01% | 00.0% | Unchanged |
| Reflection Asset Management | 193 | $94.6K | 0.07% | +193 | New |
| Wellington-Altus USA Inc. | 196 | $96.1K | 0.07% | +196 | New |
| Pinnacle Bancorp, Inc. | 198 | $97.1K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $98.1K | 0.07% | −20−9.1% | Reduced |
| Kimelman & Baird, LLC | 200 | $98.1K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 209 | $102.5K | 0.01% | +42+25.1% | Added |
| New Age Alpha Advisors, LLC | 210 | $103.0K | 0.00% | −52−19.8% | Reduced |
| Motco | 211 | $103.5K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 217 | $106.4K | 0.01% | −71−24.7% | Reduced |
| REAP Financial Group, LLC | 224 | $109.7K | 0.02% | +28+14.3% | Added |
| Kempen Capital Management N.V. | 224 | $109.8K | 0.00% | −24,157−99.1% | Reduced |
| Sentry Investment Management LLC | 225 | $110.0K | 0.07% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 226 | $110.8K | 0.01% | −7−3.0% | Reduced |
| Hamilton Capital Partners Inc. | 230 | $112.8K | 0.00% | −21−8.4% | Reduced |
| Armstrong Advisory Group, Inc | 238 | $116.7K | 0.01% | −8−3.3% | Reduced |
| Peck Wealth Management, LLC | 241 | $118.2K | 0.11% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 243 | $119.2K | 0.06% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 245 | $120.1K | 0.02% | −25−9.3% | Reduced |
| Versant Capital Management, Inc | 246 | $120.6K | 0.02% | −72−22.6% | Reduced |
| True Wealth Design, LLC | 251 | $123.1K | 0.04% | +190+311.5% | Added |
| Heritage Wealth Advisors | 254 | $124.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 254 | $125.0K | 0.00% | −2−0.8% | Reduced |
| Princeton Global Asset Management LLC | 255 | $125.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 255 | $125.0K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 261 | $128.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 261 | $128.0K | 0.01% | −26−9.1% | Reduced |
| Breakwater Investment Management | 262 | $128.5K | 0.05% | +1+0.4% | Added |
| Kozak & Associates, Inc. | 256 | $130.2K | 0.03% | +1+0.4% | Added |
| Anchor Investment Management, LLC | 270 | $132.4K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 276 | $135.3K | 0.16% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 281 | $137.8K | 0.04% | +281 | New |
| Cromwell Holdings LLC | 282 | $138.3K | 0.08% | −6−2.1% | Reduced |
| Onefund, LLC | 287 | $140.7K | 0.08% | +15+5.5% | Added |
| Westpac Banking Corp | 290 | $142.2K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 290 | $142.2K | 0.01% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 297 | $145.6K | 0.07% | +297 | New |
| Basecamp Wealth Advisors LLC | 298 | $146.1K | 0.03% | +298 | New |
| Roble, Belko & Company, Inc | 310 | $152.0K | 0.02% | +241+349.3% | Added |
| Signature Equity Partners, LLC | 312 | $153.1K | 0.08% | +312 | New |
| North Star Investment Management Corp. | 313 | $153.5K | 0.01% | +6+2.0% | Added |
| SRS Capital Advisors, Inc. | 315 | $154.6K | 0.00% | −73−18.8% | Reduced |
| Bank of Jackson Hole Trust | 330 | $161.8K | 0.08% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 332 | $162.8K | 0.01% | −10−2.9% | Reduced |
| Wall Street Access Asset Management, LLC | 335 | $164.3K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 338 | $165.6K | 0.04% | 00.0% | Unchanged |
| Wellington Grp LLC | 345 | $169.2K | 0.06% | +345 | New |
| Cohen & Steers, Inc. | 350 | $172.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 355 | $174.1K | 0.03% | +355 | New |
| Garton & Associates Financial Advisors LLC | 358 | $175.6K | 0.10% | +358 | New |
| Ofi Invest Asset Management | 428 | $178.7K | 0.00% | +181+73.3% | Added |
| Creative Financial Designs Inc | 365 | $179.0K | 0.01% | −1−0.3% | Reduced |
| LRI Investments, LLC | 380 | $186.2K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 387 | $189.7K | 0.14% | +387 | New |
| Webster Bank, N. A. | 394 | $193.2K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 402 | $197.2K | 0.01% | −2−0.5% | Reduced |
| Westend Capital Management, LLC | 406 | $199.1K | 0.06% | +277+214.7% | Added |
| Nicolet Bankshares Inc | 410 | $201.0K | 0.03% | +410 | New |
| Group One Trading, L.P. | 412 | $202.0K | 0.01% | +73+21.5% | Added |
| Coston, McIsaac & Partners | 414 | $203.0K | 0.05% | 00.0% | Unchanged |
| one8zero8, LLC | 414 | $203.0K | 0.04% | 00.0% | Unchanged |
| Opal Capital LLC | 386 | $203.8K | 0.05% | +386 | New |
| CVA Family Office, LLC | 416 | $204.0K | 0.02% | −28−6.3% | Reduced |
| Silvia McColl Wealth Management, LLC | 418 | $205.0K | 0.14% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 420 | $205.9K | 0.02% | −95−18.4% | Reduced |
| Macroview Investment Management LLC | 420 | $205.9K | 0.14% | −2−0.5% | Reduced |
| Washington Trust Advisors, Inc. | 420 | $205.9K | 0.02% | 00.0% | Unchanged |
| Weaver Consulting Group | 423 | $207.4K | 0.05% | +8+1.9% | Added |
| Boothbay Fund Management, LLC | 424 | $207.9K | 0.01% | −49−10.4% | Reduced |
| Aviso Wealth Management | 425 | $208.4K | 0.09% | 00.0% | Unchanged |
| New Republic Capital, LLC | 425 | $208.6K | 0.06% | +425 | New |
| Vicus Capital | 427 | $209.2K | 0.02% | +427 | New |
| Twelve Points Wealth Management LLC | 412 | $209.2K | 0.05% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 428 | $209.7K | 0.03% | +1+0.2% | Added |
| Independent Family Office, LLC | 428 | $209.9K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 429 | $210.4K | 0.00% | −1,792−80.7% | Reduced |
| Root Financial Partners, LLC | 429 | $210.4K | 0.01% | +4+0.9% | Added |
| Sigma Planning Corp | 430 | $210.9K | 0.01% | −5−1.1% | Reduced |
| Bahl & Gaynor Inc | 432 | $211.8K | 0.00% | −55−11.3% | Reduced |
| Hanson & Doremus Investment Management | 433 | $212.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 433 | $212.4K | 0.18% | +433 | New |
| RB Capital Management, LLC | 433 | $212.4K | 0.04% | +433 | New |
| Howard Bailey Securities, LLC | 434 | $212.8K | 0.08% | −113−20.7% | Reduced |
| Marathon Capital Management | 435 | $213.3K | 0.05% | 00.0% | Unchanged |