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 |
|---|---|---|---|---|---|
| Connecticut Capital Management Group, LLC | 435 | $213.3K | 0.20% | +435 | New |
| Tiemann Investment Advisors, LLC | 436 | $213.8K | 0.08% | −20−4.4% | Reduced |
| Foundations Investment Advisors, LLC | 437 | $214.4K | 0.00% | +437 | New |
| Plancorp, LLC | 439 | $215.3K | 0.01% | −1−0.2% | Reduced |
| Abacus Planning Group, Inc. | 441 | $216.2K | 0.03% | −21−4.5% | Reduced |
| GHP Investment Advisors, Inc. | 442 | $216.6K | 0.01% | +17+4.0% | Added |
| Fiduciary Financial Group, LLC | 444 | $217.7K | 0.03% | +444 | New |
| Concorde Asset Management, LLC | 446 | $218.7K | 0.09% | −2−0.4% | Reduced |
| Greenwich Wealth Management LLC | 448 | $220.0K | 0.01% | +448 | New |
| Charter Trust Co | 449 | $220.2K | 0.01% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 450 | $220.7K | 0.03% | +2+0.4% | Added |
| Passumpsic Savings Bank | 450 | $220.7K | 0.12% | +450 | New |
| JMN Financial LLC | 450 | $220.7K | 0.22% | +450 | New |
| Maseco LLP | 450 | $221.1K | 0.01% | −107−19.2% | Reduced |
| Rehmann Capital Advisory Group | 451 | $221.2K | 0.01% | −98−17.9% | Reduced |
| Rebalance, LLC | 453 | $222.1K | 0.01% | −19−4.0% | Reduced |
| Rockland Trust Co | 454 | $222.6K | 0.01% | +2+0.4% | Added |
| Tufton Capital Management | 455 | $223.0K | 0.04% | −75−14.2% | Reduced |
| Prosperity Consulting Group, LLC | 456 | $223.6K | 0.01% | +456 | New |
| Mutual Advisors, LLC | 457 | $224.0K | 0.00% | −8−1.7% | Reduced |
| Crews Bank & Trust | 458 | $224.6K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 460 | $225.0K | 0.01% | −344−42.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 459 | $225.1K | 0.04% | −1−0.2% | Reduced |
| Quotient Wealth Partners, LLC | 462 | $226.5K | 0.01% | −7−1.5% | Reduced |
| Soltis Investment Advisors LLC | 462 | $226.6K | 0.01% | +462 | New |
| Montag A & Associates Inc | 462 | $226.7K | 0.01% | +280+153.8% | Added |
| 1776 Wealth LLC | 463 | $227.0K | 0.09% | −39−7.8% | Reduced |
| HORAN Wealth, LLC | 467 | $228.9K | 0.04% | −2−0.4% | Reduced |
| Sym Financial Corp | 467 | $229.0K | 0.02% | +467 | New |
| Stock Yards Bank & Trust Co | 469 | $230.0K | 0.01% | −17−3.5% | Reduced |
| Alpha Family Trust | 470 | $230.5K | 0.11% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 474 | $232.4K | 0.05% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 474 | $232.6K | 0.11% | +474 | New |
| Exchange Traded Concepts, LLC | 475 | $232.9K | 0.00% | −227−32.3% | Reduced |
| Harbor Investment Advisory, LLC | 476 | $233.5K | 0.02% | +61+14.7% | Added |
| Argent Capital Management LLC | 477 | $233.9K | 0.01% | 00.0% | Unchanged |
| Invested Advisors | 477 | $233.9K | 0.24% | +477 | New |
| Guardian Wealth Advisors, LLC | 479 | $234.9K | 0.01% | −3−0.6% | Reduced |
| South Dakota Investment Council | 480 | $235.0K | 0.00% | +480 | New |
| Confluence Investment Management LLC | 480 | $235.4K | 0.00% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 480 | $235.4K | 0.04% | +480 | New |
| Cozad Asset Management Inc | 481 | $235.9K | 0.02% | +70+17.0% | Added |
| Trust Co | 481 | $235.9K | 0.02% | +481 | New |
| ORG Wealth Partners, LLC | 481 | $236.0K | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 482 | $236.4K | 0.00% | −12−2.4% | Reduced |
| Boyd Watterson Asset Management LLC | 484 | $237.4K | 0.07% | +24+5.2% | Added |
| Scotia Capital Inc. | 485 | $237.7K | 0.00% | −169−25.8% | Reduced |
| Platform Technology Partners | 488 | $239.3K | 0.05% | +6+1.2% | Added |
| Exencial Wealth Advisors, LLC | 489 | $239.8K | 0.01% | +489 | New |
| Western Wealth Management, LLC | 490 | $240.1K | 0.01% | +62+14.5% | Added |
| StoneX Group Inc. | 486 | $240.1K | 0.01% | +486 | New |
| Kera Capital Partners, Inc. | 456 | $240.4K | 0.03% | +456 | New |
| Patton Fund Management, Inc. | 493 | $241.7K | 0.03% | −32−6.1% | Reduced |
| Cidel Asset Management Inc | 493 | $241.7K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 493 | $241.8K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 497 | $243.7K | 0.01% | −230−31.6% | Reduced |
| Revolve Wealth Partners, LLC | 497 | $243.7K | 0.03% | −13−2.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 499 | $244.7K | 0.02% | +50+11.1% | Added |
| Oppenheimer & Co Inc | 500 | $245.2K | 0.00% | −262−34.4% | Reduced |
| River Wealth Advisors LLC | 500 | $245.2K | 0.03% | −17−3.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 500 | $245.2K | 0.12% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 502 | $246.1K | 0.15% | +1+0.2% | Added |
| Delta Investment Management, LLC | 502 | $246.3K | 0.04% | +7+1.4% | Added |
| KCM Investment Advisors LLC | 503 | $246.6K | 0.01% | −15−2.9% | Reduced |
| Revisor Wealth Management LLC | 486 | $246.9K | 0.07% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 487 | $247.3K | 0.13% | −5−1.0% | Reduced |
| Okabena Investment Services Inc | 505 | $247.6K | 0.05% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 505 | $247.6K | 0.02% | +505 | New |
| Avantax Planning Partners, Inc. | 506 | $248.1K | 0.01% | −8−1.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 506 | $248.1K | 0.03% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 506 | $248.2K | 0.04% | −90−15.1% | Reduced |
| Avidian Wealth Solutions, LLC | 510 | $250.2K | 0.01% | +29+6.0% | Added |
| Calamos Wealth Management LLC | 512 | $251.1K | 0.01% | +512 | New |
| Everhart Financial Group, Inc. | 512 | $251.2K | 0.02% | −1−0.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 513 | $251.5K | 0.09% | −1−0.2% | Reduced |
| Michels Family Financial, LLC | 514 | $251.9K | 0.19% | −572−52.7% | Reduced |
| Natural Investments, LLC | 516 | $252.0K | 0.06% | +45+9.6% | Added |
| Clifford Swan Investment Counsel LLC | 518 | $254.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 520 | $254.0K | 0.00% | −13−2.4% | Reduced |
| Csenge Advisory Group | 520 | $255.0K | 0.01% | +35+7.2% | Added |
| Tred Avon Family Wealth, LLC | 522 | $256.0K | 0.08% | +522 | New |
| Conning Inc. | 525 | $257.4K | 0.01% | −145−21.6% | Reduced |
| Wilkins Investment Counsel Inc | 525 | $257.4K | 0.04% | 00.0% | Unchanged |
| JBF Capital, Inc. | 525 | $257.4K | 0.04% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 525 | $257.4K | 0.12% | +525 | New |
| Schaper Benz & Wise Investment Counsel Inc | 526 | $257.8K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 526 | $258.0K | 0.02% | +526 | New |
| GenTrust, LLC | 527 | $258.3K | 0.01% | +527 | New |
| Kelly Financial Services LLC | 529 | $259.5K | 0.07% | −49−8.5% | Reduced |
| Cornerstone Wealth Group, LLC | 532 | $260.8K | 0.02% | −75−12.4% | Reduced |
| Empower Advisory Group, LLC | 536 | $262.8K | 0.00% | +71+15.3% | Added |
| Wealthstar Advisors, LLC | 538 | $263.8K | 0.14% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 547 | $268.4K | 0.02% | +547 | New |
| Independent Financial Group, LLC | 548 | $268.5K | 0.01% | −194−26.1% | Reduced |
| Resonant Capital Advisors, LLC | 548 | $268.7K | 0.01% | −21−3.7% | Reduced |
| Walker Asset Management, LLC | 549 | $269.1K | 0.14% | +2+0.4% | Added |
| Philadelphia Trust Co | 550 | $270.0K | 0.02% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 551 | $270.2K | 0.08% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 551 | $270.3K | 0.02% | −3−0.5% | Reduced |
| Cornerstone Planning Group LLC | 541 | $270.4K | 0.04% | −10−1.8% | Reduced |