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 |
|---|---|---|---|---|---|
| Park National Corp | 996 | $488.4K | 0.02% | +119+13.6% | Added |
| Ellevest, Inc. | 997 | $488.9K | 0.07% | +98+10.9% | Added |
| Founders Capital Management, LLC | 1,000 | $490.3K | 0.07% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $490.3K | 0.23% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 1,001 | $490.8K | 0.29% | +80+8.7% | Added |
| Somerset Trust Co | 1,011 | $495.7K | 0.15% | +3+0.3% | Added |
| Fort Sheridan Advisors LLC | 1,014 | $497.2K | 0.06% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,015 | $497.7K | 0.05% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,018 | $498.9K | 0.06% | −162−13.7% | Reduced |
| Sterling Wealth Management, Inc. | 1,021 | $500.6K | 0.14% | −1−0.1% | Reduced |
| Evolve Private Wealth, LLC | 1,021 | $500.6K | 0.03% | +1,021 | New |
| SageView Advisory Group, LLC | 1,023 | $501.5K | 0.02% | −137−11.8% | Reduced |
| Woodmont Investment Counsel LLC | 1,026 | $503.1K | 0.03% | 00.0% | Unchanged |
| Anchyra Partners LLC | 1,028 | $504.1K | 0.15% | +1,028 | New |
| Sovran Advisors, LLC | 997 | $506.4K | 0.04% | −175−14.9% | Reduced |
| McRae Capital Management Inc | 1,035 | $507.5K | 0.10% | −100−8.8% | Reduced |
| Enzi Wealth | 1,014 | $514.6K | 0.18% | −3−0.3% | Reduced |
| Cetera Trust Company, N.A | 1,050 | $514.9K | 0.28% | 00.0% | Unchanged |
| Beacon Financial Group | 1,064 | $521.8K | 0.05% | −14−1.3% | Reduced |
| Atomi Financial Group, Inc. | 1,069 | $524.2K | 0.02% | −333−23.8% | Reduced |
| Evoke Wealth, LLC | 1,070 | $524.6K | 0.01% | +384+56.0% | Added |
| Dorato Capital Management | 1,035 | $525.2K | 0.39% | +1,035 | New |
| B&L Asset Management LLC | 1,080 | $529.6K | 0.24% | −67−5.8% | Reduced |
| Aries Wealth Management | 1,081 | $530.1K | 0.12% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,085 | $532.0K | 0.04% | −42−3.7% | Reduced |
| Scientech Research LLC | 1,087 | $533.0K | 0.34% | −940−46.4% | Reduced |
| Independence Bank of Kentucky | 1,087 | $533.0K | 0.07% | +6+0.6% | Added |
| Becker Capital Management Inc | 1,096 | $537.4K | 0.02% | +1+0.1% | Added |
| Investment Research Partners LLC | 1,096 | $537.5K | 0.23% | +351+47.1% | Added |
| Oddo BHF Asset Management SAS | 1,098 | $538.4K | 0.02% | −1,940−63.9% | Reduced |
| Payden & Rygel | 1,100 | $539.0K | 0.04% | −2,000−64.5% | Reduced |
| Eagle Global Advisors LLC | 1,100 | $539.4K | 0.02% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,102 | $539.9K | 0.03% | −31−2.7% | Reduced |
| Segment Wealth Management, LLC | 1,103 | $540.8K | 0.03% | +2+0.2% | Added |
| Neville Rodie & Shaw Inc | 1,106 | $542.0K | 0.04% | −1,502−57.6% | Reduced |
| Savvy Advisors, Inc. | 1,126 | $552.1K | 0.02% | +235+26.4% | Added |
| Frederick Financial Consultants, LLC | 1,129 | $553.4K | 0.30% | −7−0.6% | Reduced |
| 3Chopt Investment Partners, LLC | 1,135 | $556.5K | 0.12% | +94+9.0% | Added |
| Sage Mountain Advisors LLC | 1,136 | $557.0K | 0.03% | −139−10.9% | Reduced |
| Spire Wealth Management | 1,136 | $557.1K | 0.02% | +390+52.3% | Added |
| Parkside Financial Bank & Trust | 1,140 | $559.0K | 0.04% | −45−3.8% | Reduced |
| Waddell & Associates, LLC | 1,141 | $559.5K | 0.04% | +1,141 | New |
| Private Trust Co NA | 1,143 | $560.6K | 0.05% | +7+0.6% | Added |
| Fire Capital Management LLC | 1,150 | $563.9K | 0.28% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,156 | $567.0K | 0.02% | −49−4.1% | Reduced |
| Qtron Investments LLC | 1,158 | $567.8K | 0.07% | −660−36.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,164 | $570.8K | 0.09% | −40−3.3% | Reduced |
| Ignite Planners, LLC | 1,083 | $570.9K | 0.09% | +74+7.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,126 | $574.5K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,172 | $574.8K | 0.03% | +26+2.3% | Added |
| Evergreen Wealth Solutions, LLC | 1,174 | $575.8K | 0.08% | +9+0.8% | Added |
| Colter Lewis Investment Partners LLC | 1,188 | $582.5K | 0.67% | +1,188 | New |
| Flagship Harbor Advisors, LLC | 1,191 | $584.0K | 0.03% | +123+11.5% | Added |
| Modera Wealth Management, LLC | 1,196 | $586.3K | 0.01% | −47−3.8% | Reduced |
| Weil Company, Inc. | 1,200 | $588.4K | 0.14% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,200 | $588.4K | 0.33% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,200 | $588.4K | 0.00% | +25+2.1% | Added |
| Eastern Bank | 1,202 | $589.4K | 0.01% | −115−8.7% | Reduced |
| BLB&B Advisors, LLC | 1,205 | $590.9K | 0.02% | +14+1.2% | Added |
| Wellington Shields Capital Management, LLC | 1,220 | $598.2K | 0.09% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,224 | $600.2K | 0.11% | −3,127−71.9% | Reduced |
| Drive Wealth Management, LLC | 1,230 | $602.9K | 0.12% | +371+43.2% | Added |
| Baker Tilly Wealth Management, LLC | 1,231 | $603.7K | 0.15% | +195+18.8% | Added |
| Journey Strategic Wealth LLC | 1,236 | $606.1K | 0.02% | +282+29.6% | Added |
| Green Harvest Asset Management LLC | 1,244 | $610.0K | 0.01% | −3−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 1,246 | $611.0K | 0.01% | +156+14.3% | Added |
| Gallacher Capital Management LLC | 1,253 | $614.5K | 0.24% | −457−26.7% | Reduced |
| Custom Index Systems, LLC | 1,254 | $614.9K | 0.27% | +1,254 | New |
| Old Port Advisors | 1,258 | $617.0K | 0.15% | −111−8.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 1,179 | $617.6K | 0.05% | +1,179 | New |
| Trifecta Capital Advisors, LLC | 1,260 | $617.8K | 0.09% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,261 | $618.2K | 0.03% | −51−3.9% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,265 | $620.3K | 0.03% | +1,265 | New |
| McLean Asset Management Corp | 1,224 | $621.3K | 0.11% | +1+0.1% | Added |
| Insight Advisors, LLC | 1,287 | $631.1K | 0.10% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,293 | $633.9K | 0.05% | −36−2.7% | Reduced |
| Ossiam | 1,295 | $635.0K | 0.01% | −1,331−50.7% | Reduced |
| Sagespring Wealth Partners, LLC | 1,296 | $635.5K | 0.01% | +61+4.9% | Added |
| Northcape Wealth Management, LLC | 1,300 | $637.4K | 0.18% | 00.0% | Unchanged |
| Coastline Trust Co | 1,300 | $637.4K | 0.06% | +1,300 | New |
| Wesbanco Bank Inc | 1,300 | $637.4K | 0.02% | −359−21.6% | Reduced |
| Miracle Mile Advisors, LLC | 1,301 | $637.9K | 0.01% | +36+2.8% | Added |
| Prime Capital Investment Advisors, LLC | 1,312 | $643.5K | 0.01% | +146+12.5% | Added |
| Robertson Stephens Wealth Management, LLC | 1,313 | $644.1K | 0.02% | +1,313 | New |
| Piedmont Capital Management, LLC | 1,320 | $647.2K | 0.43% | +1,320 | New |
| Premier Path Wealth Partners, LLC | 1,322 | $648.2K | 0.08% | −13−1.0% | Reduced |
| Tobam | 1,326 | $650.0K | 0.16% | +1,183+827.3% | Added |
| Mission Wealth Management, LP | 1,329 | $651.5K | 0.01% | −36−2.6% | Reduced |
| Catalyst Financial Partners LLC | 1,336 | $655.1K | 0.07% | −3−0.2% | Reduced |
| NBC Securities, Inc. | 1,342 | $658.0K | 0.05% | −76−5.4% | Reduced |
| Strathmore Capital Advisors, Inc. | 1,347 | $660.5K | 0.22% | −1−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 1,364 | $668.9K | 0.01% | +5+0.4% | Added |
| Stephens Inc | 1,367 | $670.3K | 0.01% | +2+0.1% | Added |
| Insigneo Advisory Services, LLC | 1,367 | $670.5K | 0.05% | −87−6.0% | Reduced |
| Pointe Capital Management LLC | 1,372 | $672.7K | 0.33% | 00.0% | Unchanged |
| Versor Investments LP | 1,381 | $677.2K | 0.11% | +680+97.0% | Added |
| Rothschild Investment LLC | 1,386 | $679.8K | 0.04% | +404+41.1% | Added |
| denkapparat Operations GmbH | 1,388 | $680.6K | 0.37% | +816+142.7% | Added |
| Stratos Wealth Partners, LTD. | 1,388 | $680.7K | 0.01% | −961−40.9% | Reduced |
| Lyell Wealth Management, LP | 1,392 | $682.6K | 0.05% | −12−0.9% | Reduced |