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 | 1,362 | $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, 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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 825 | $374.5K | 0.09% | +91+12.4% | Added |
| WSFS Capital Management, LLC | 764 | $374.6K | 0.02% | +52+7.3% | Added |
| OneAscent Financial Services LLC | 766 | $375.5K | 0.03% | +288+60.3% | Added |
| Apella Capital, LLC | 766 | $375.5K | 0.01% | +31+4.2% | Added |
| Wellington Management Group LLP | 766 | $375.6K | 0.00% | −594−43.7% | Reduced |
| Index Technologies Group LLC | 771 | $378.1K | 0.39% | +771 | New |
| Busey Wealth Management | 772 | $378.5K | 0.01% | −96−11.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 772 | $378.5K | 0.16% | 00.0% | Unchanged |
| Groupama Asset Managment | 777 | $381.0K | 0.01% | −82−9.5% | Reduced |
| First Nebraska Trust Co | 784 | $384.4K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 787 | $385.9K | 0.03% | −127−13.9% | Reduced |
| One Wealth Capital Management, LLC | 788 | $386.4K | 0.16% | +96+13.9% | Added |
| Axq Capital, LP | 789 | $386.9K | 0.09% | +789 | New |
| Prelude Capital Management, LLC | 790 | $387.4K | 0.03% | +192+32.1% | Added |
| Spahn Wealth & Retirement LLC | 795 | $389.8K | 0.24% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 800 | $392.0K | 0.07% | +800 | New |
| Schulhoff & Co Inc | 800 | $392.3K | 0.17% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 802 | $393.5K | 0.00% | +345+75.5% | Added |
| Focus Financial Network, Inc. | 804 | $394.0K | 0.01% | −439−35.3% | Reduced |
| MorganRosel Wealth Management, LLC | 805 | $394.7K | 0.10% | −1,121−58.2% | Reduced |
| CX Institutional | 806 | $395.0K | 0.01% | +5+0.6% | Added |
| Childress Capital Advisors, LLC | 806 | $395.4K | 0.06% | −22−2.7% | Reduced |
| Accurate Wealth Management, LLC | 782 | $397.1K | 0.05% | +36+4.8% | Added |
| Cairn Investment Group, Inc. | 814 | $399.0K | 0.19% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 814 | $399.1K | 0.12% | −903−52.6% | Reduced |
| Schnieders Capital Management, LLC. | 817 | $400.6K | 0.06% | +30+3.8% | Added |
| PFG Private Wealth Management, LLC | 818 | $401.1K | 0.18% | +818 | New |
| Great Waters Wealth Management | 819 | $401.4K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 821 | $402.6K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 822 | $403.1K | 0.02% | −8−1.0% | Reduced |
| Pursuit Wealth Management LLC | 825 | $404.5K | 0.35% | +825 | New |
| Tradition Wealth Management, LLC | 825 | $404.6K | 0.03% | +12+1.5% | Added |
| Pin Oak Investment Advisors Inc | 746 | $405.0K | 0.28% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 827 | $405.5K | 0.16% | −3,353−80.2% | Reduced |
| WealthPLAN Partners, LLC | 827 | $405.5K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 831 | $407.5K | 0.04% | −14−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 832 | $408.0K | 0.01% | −27−3.1% | Reduced |
| Evercore Wealth Management, LLC | 837 | $410.4K | 0.01% | −158−15.9% | Reduced |
| Joel Isaacson & Co., LLC | 837 | $410.4K | 0.01% | +300+55.9% | Added |
| Legacy Capital Wealth Partners, LLC | 839 | $411.5K | 0.09% | −71−7.8% | Reduced |
| Colonial Trust Co | 840 | $411.9K | 0.05% | −36−4.1% | Reduced |
| Plimoth Trust Co LLC | 841 | $412.4K | 0.09% | +2+0.2% | Added |
| OneAscent Investment Solutions LLC | 843 | $413.4K | 0.44% | 00.0% | Unchanged |
| Grove Bank & Trust | 844 | $413.8K | 0.05% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 847 | $415.3K | 0.00% | −31−3.5% | Reduced |
| Kathmere Capital Management, LLC | 853 | $418.3K | 0.03% | +134+18.6% | Added |
| First County Bank | 855 | $419.2K | 0.22% | −373−30.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 858 | $420.9K | 0.02% | +858 | New |
| Hengehold Capital Management LLC | 864 | $423.7K | 0.04% | −10−1.1% | Reduced |
| Fidelis Capital Partners, LLC | 865 | $424.1K | 0.03% | +66+8.3% | Added |
| Bravera Wealth | 866 | $424.6K | 0.21% | +866 | New |
| New Wave Wealth Advisors LLC | 869 | $426.1K | 0.16% | +31+3.7% | Added |
| Ransom Advisory, Ltd | 870 | $426.6K | 0.17% | −150−14.7% | Reduced |
| Essential Partners LLC | 875 | $429.1K | 0.13% | +436+99.3% | Added |
| Shelton Capital Management | 876 | $429.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 878 | $430.5K | 0.05% | 00.0% | Unchanged |
| Everpar Advisors LLC | 879 | $431.0K | 0.16% | −176−16.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 882 | $432.5K | 0.03% | +152+20.8% | Added |
| Vantus Wealth LLC | 889 | $435.9K | 0.32% | +889 | New |
| Perfromance Wealth Partners, LLC | 890 | $436.4K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 893 | $437.9K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 896 | $439.0K | 0.01% | −4−0.4% | Reduced |
| Cito Capital Group, LLC | 901 | $442.0K | 0.13% | +1+0.1% | Added |
| Essex Financial Services, Inc. | 904 | $443.3K | 0.03% | +21+2.4% | Added |
| Freestone Grove Partners LP | 906 | $444.2K | 0.00% | −2,487−73.3% | Reduced |
| KMG Fiduciary Partners, LLC | 908 | $445.2K | 0.03% | −91−9.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 908 | $445.2K | 0.01% | +18+2.0% | Added |
| Carr Financial Group Corp | 908 | $445.3K | 0.12% | +44+5.1% | Added |
| Beaton Management Co. Inc. | 910 | $446.0K | 0.20% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 919 | $450.6K | 0.00% | −213−18.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 920 | $451.1K | 0.10% | +420+84.0% | Added |
| Johnson Financial Group, Inc. | 925 | $453.6K | 0.02% | −324−25.9% | Reduced |
| Cynosure Management, LLC | 926 | $454.1K | 0.05% | +926 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 928 | $454.9K | 0.01% | +1+0.1% | Added |
| Hills Bank & Trust Co | 932 | $457.0K | 0.03% | +1+0.1% | Added |
| Optimize Financial Inc | 934 | $458.0K | 0.23% | +12+1.3% | Added |
| Cigna Investments Inc | 933 | $458.0K | 0.07% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 935 | $458.5K | 0.33% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 937 | $459.4K | 0.12% | −51−5.2% | Reduced |
| Sendero Wealth Management, LLC | 937 | $459.4K | 0.05% | +91+10.8% | Added |
| Interchange Capital Partners, LLC | 940 | $460.3K | 0.09% | +57+6.5% | Added |
| HBK Sorce Advisory LLC | 854 | $463.7K | 0.01% | −19−2.2% | Reduced |
| Whittier Trust Co | 911 | $464.8K | 0.01% | +50+5.8% | Added |
| Cambridge Financial Group, LLC | 906 | $465.2K | 0.16% | 00.0% | Unchanged |
| Bailard, Inc. | 951 | $466.3K | 0.01% | −1−0.1% | Reduced |
| Change Path, LLC | 953 | $467.1K | 0.01% | +4+0.4% | Added |
| Entruity Wealth, LLC | 960 | $470.7K | 0.34% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 963 | $472.4K | 0.09% | −19−1.9% | Reduced |
| Profund Advisors LLC | 966 | $473.7K | 0.01% | −380−28.2% | Reduced |
| Pictet & Cie (Europe) SA | 968 | $474.6K | 0.01% | +263+37.3% | Added |
| Bridgewater Advisors Inc. | 960 | $475.4K | 0.03% | −2−0.2% | Reduced |
| Leonteq Securities AG | 970 | $475.6K | 0.03% | −153−13.6% | Reduced |
| Harbour Investments, Inc. | 971 | $476.1K | 0.01% | −35−3.5% | Reduced |
| Checchi Capital Advisers, LLC | 972 | $476.5K | 0.03% | −51−5.0% | Reduced |
| LMCG Investments, LLC | 973 | $477.1K | 0.03% | −24−2.4% | Reduced |
| Dakota Community Bank & Trust NA | 986 | $483.5K | 1.66% | +44+4.7% | Added |
| Renasant Bank | 986 | $483.5K | 0.33% | −16−1.6% | Reduced |
| Everett Harris & Co | 991 | $485.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 992 | $486.4K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 996 | $488.4K | 0.06% | −3−0.3% | Reduced |