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 |
|---|---|---|---|---|---|
| Z3 Capital Partners, LLC | 552 | $270.7K | 0.07% | +552 | New |
| Avenue 1 Advisors, LLC | 553 | $271.2K | 0.08% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 553 | $271.2K | 0.03% | 00.0% | Unchanged |
| Emprise Bank | 558 | $273.6K | 0.11% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 560 | $274.6K | 0.05% | +560 | New |
| Heritage Investment Group, Inc. | 561 | $275.1K | 0.04% | +64+12.9% | Added |
| Xxi Wealth, LLC | 563 | $276.1K | 0.17% | +563 | New |
| Frec Markets, Inc. | 563 | $276.3K | 0.08% | +563 | New |
| Accredited Investors Inc. | 565 | $277.0K | 0.01% | −3−0.5% | Reduced |
| Portside Wealth Group, LLC | 566 | $277.5K | 0.04% | −26−4.4% | Reduced |
| Five Oceans Advisors | 566 | $277.5K | 0.10% | −1−0.2% | Reduced |
| Liberty Square Wealth Partners LLC | 572 | $280.5K | 0.08% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 572 | $280.5K | 0.00% | +572 | New |
| GeoWealth Management, LLC | 576 | $282.1K | 0.01% | +119+26.0% | Added |
| Aua Capital Management, LLC | 577 | $282.9K | 0.14% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 582 | $285.2K | 0.08% | −1−0.2% | Reduced |
| Washington Capital Management Inc | 586 | $287.3K | 0.23% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 588 | $288.3K | 0.10% | +588 | New |
| QTR Family Wealth, LLC | 571 | $288.9K | 0.13% | +571 | New |
| waypoint wealth counsel | 592 | $290.3K | 0.11% | +592 | New |
| Core Alternative Capital | 596 | $292.2K | 0.08% | −3−0.5% | Reduced |
| Banque Cantonale Vaudoise | 598 | $293.0K | 0.01% | −1,182−66.4% | Reduced |
| Paradigm Asset Management Co LLC | 600 | $294.2K | 0.07% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 600 | $294.2K | 0.03% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 603 | $295.7K | 0.17% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 604 | $296.2K | 0.24% | −3−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 605 | $296.7K | 0.03% | +21+3.6% | Added |
| MONECO Advisors, LLC | 605 | $296.7K | 0.02% | −18−2.9% | Reduced |
| Commerzbank Aktiengesellschaft | 611 | $300.0K | 0.01% | −30−4.7% | Reduced |
| Fairvoy Private Wealth, LLC | 612 | $300.1K | 0.07% | −5,758−90.4% | Reduced |
| Chesapeake Wealth Management | 615 | $301.6K | 0.09% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 616 | $302.0K | 0.13% | +31+5.3% | Added |
| Ronald Blue Trust, Inc. | 617 | $302.5K | 0.00% | −222−26.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 646 | $303.5K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 619 | $303.5K | 0.01% | −22−3.4% | Reduced |
| Greenspring Advisors, LLC | 621 | $304.5K | 0.02% | +621 | New |
| Illumine Investment Management, LLC | 622 | $305.0K | 0.22% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 623 | $305.5K | 0.09% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 623 | $305.5K | 0.16% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 625 | $306.5K | 0.14% | 00.0% | Unchanged |
| First National Bank of Omaha | 625 | $306.5K | 0.01% | +625 | New |
| Burling Wealth Partners, LLC | 625 | $306.5K | 0.05% | −69−9.9% | Reduced |
| Counterpoint Mutual Funds LLC | 625 | $306.5K | 0.02% | +625 | New |
| MTM Investment Management, LLC | 626 | $307.0K | 0.10% | 00.0% | Unchanged |
| Sun Financial Inc | 626 | $307.0K | 0.17% | +626 | New |
| Legacy Financial Advisors, Inc. | 628 | $307.7K | 0.04% | +46+7.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 631 | $310.8K | 0.07% | +631 | New |
| Advyzon Investment Management, LLC | 636 | $311.9K | 0.04% | +636 | New |
| SmartHarvest Portfolios, LLC | 637 | $312.3K | 0.11% | +637 | New |
| YHB Investment Advisors, Inc. | 638 | $312.8K | 0.02% | −3−0.5% | Reduced |
| Fort Washington Investment Advisors Inc | 639 | $313.3K | 0.00% | −204−24.2% | Reduced |
| Meeder Asset Management Inc | 640 | $313.8K | 0.02% | −1−0.2% | Reduced |
| Narus Financial Partners, LLC | 642 | $314.8K | 0.09% | −66−9.3% | Reduced |
| Royal Fund Management, LLC | 643 | $315.2K | 0.03% | +643 | New |
| Valmark Advisers, Inc. | 645 | $316.3K | 0.00% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 646 | $316.8K | 0.02% | +646 | New |
| Howard Capital Management Inc. | 647 | $317.3K | 0.00% | +3+0.5% | Added |
| Gilman Hill Asset Management, LLC | 687 | $318.7K | 0.05% | +132+23.8% | Added |
| Optimist Retirement Group LLC | 652 | $319.7K | 0.15% | +14+2.2% | Added |
| SlateStone Wealth, LLC | 657 | $322.0K | 0.03% | +24+3.8% | Added |
| Jackson Thornton Asset Management, LLC | 633 | $323.0K | 0.03% | +633 | New |
| FourThought Financial Partners, LLC | 660 | $323.6K | 0.03% | +660 | New |
| PharVision Advisers, LLC | 665 | $326.1K | 0.17% | +211+46.5% | Added |
| Northwest Bancshares, Inc. | 667 | $327.1K | 0.06% | 00.0% | Unchanged |
| Ledyard National Bank | 671 | $329.0K | 0.03% | −38−5.4% | Reduced |
| Acropolis Investment Management, LLC | 672 | $329.5K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 684 | $335.4K | 0.03% | −46−6.3% | Reduced |
| Ascent Group, LLC | 689 | $337.8K | 0.01% | −113−14.1% | Reduced |
| Park Place Capital Corp | 691 | $338.8K | 0.07% | −21−2.9% | Reduced |
| David Loasby | 665 | $339.3K | 0.02% | +3+0.5% | Added |
| 71 West Capital Partners | 692 | $339.3K | 0.02% | +692 | New |
| Paragon Private Wealth Management, LLC | 693 | $339.8K | 0.10% | +126+22.2% | Added |
| IHT Wealth Management, LLC | 695 | $340.6K | 0.01% | +9+1.3% | Added |
| Abel Hall, LLC | 697 | $342.0K | 0.08% | +59+9.2% | Added |
| Mindset Wealth Management, LLC | 698 | $342.3K | 0.09% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 699 | $342.7K | 0.05% | −4,464−86.5% | Reduced |
| M.E. Allison & Co., Inc. | 705 | $345.7K | 0.23% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 706 | $346.2K | 0.02% | +4+0.6% | Added |
| Dakota Wealth Management | 717 | $351.6K | 0.01% | +80+12.6% | Added |
| OneAscent Wealth Management LLC | 719 | $352.6K | 0.12% | −14−1.9% | Reduced |
| Progressive Investment Management Corp | 720 | $353.0K | 0.08% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 721 | $353.8K | 0.00% | −161−18.3% | Reduced |
| Renaissance Group LLC | 723 | $354.5K | 0.01% | +9+1.3% | Added |
| SCS Capital Management LLC | 723 | $354.5K | 0.00% | −1−0.1% | Reduced |
| Equitable Holdings, Inc. | 730 | $357.9K | 0.00% | −536−42.3% | Reduced |
| Chicago Capital, LLC | 731 | $358.4K | 0.01% | +3+0.4% | Added |
| Northeast Financial Group, Inc. | 734 | $359.9K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Group | 736 | $360.9K | 0.03% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 739 | $362.4K | 0.18% | +7+1.0% | Added |
| Buffalo Business & Estate Services Ltd | 740 | $362.8K | 0.05% | +740 | New |
| Founders Financial Securities LLC | 742 | $363.6K | 0.02% | +54+7.8% | Added |
| Oldfather Financial Services, LLC | 744 | $364.8K | 0.11% | +241+47.9% | Added |
| Tocqueville Asset Management L.P. | 747 | $366.1K | 0.01% | +747 | New |
| Oliver Luxxe Assets LLC | 747 | $366.3K | 0.06% | −586−44.0% | Reduced |
| WealthTrust Axiom LLC | 748 | $366.9K | 0.09% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 750 | $367.8K | 0.10% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 751 | $368.0K | 0.10% | +16+2.2% | Added |
| Rainier Family Wealth Inc | 752 | $368.7K | 0.28% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 752 | $368.7K | 0.01% | +283+60.3% | Added |
| Canal Capital Management, LLC | 758 | $371.8K | 0.05% | 00.0% | Unchanged |