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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 1,403 | $687.9K | 0.04% | +92+7.0% | Added |
| KTF Investments, LLC | 1,405 | $688.9K | 0.11% | +1,405 | New |
| Crewe Advisors LLC | 1,409 | $690.9K | 0.06% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 1,411 | $691.9K | 0.04% | −80−5.4% | Reduced |
| IFP Advisors, Inc | 1,411 | $691.9K | 0.02% | +123+9.5% | Added |
| Parcion Private Wealth LLC | 1,414 | $693.3K | 0.04% | +759+115.9% | Added |
| Neo Ivy Capital Management | 1,420 | $696.3K | 0.11% | +1,420 | New |
| Armis Advisers, LLC | 1,605 | $704.6K | 0.08% | +75+4.9% | Added |
| Integrated Advisors Network LLC | 1,439 | $705.7K | 0.03% | −27−1.8% | Reduced |
| Accel Wealth Management | 1,442 | $707.3K | 0.19% | −9−0.6% | Reduced |
| Elyxium Wealth, LLC | 1,453 | $712.6K | 0.20% | −3−0.2% | Reduced |
| Forum Financial Management, LP | 1,463 | $717.5K | 0.01% | +22+1.5% | Added |
| WealthTrust Asset Management, LLC | 1,467 | $719.3K | 0.50% | −25−1.7% | Reduced |
| Tema ETFs LLC | 1,471 | $721.3K | 0.06% | −4−0.3% | Reduced |
| ROI Financial Advisors, LLC | 1,472 | $721.8K | 0.41% | +8+0.5% | Added |
| Legacy Capital Group California, Inc. | 1,473 | $722.3K | 0.18% | −142−8.8% | Reduced |
| Caerus Investment Advisors, LLC | 1,474 | $722.8K | 0.24% | +1,474 | New |
| National Asset Management, Inc. | 1,478 | $724.9K | 0.03% | −77−5.0% | Reduced |
| Hancock Whitney Corp | 1,488 | $729.1K | 0.01% | −6−0.4% | Reduced |
| PFG Investments, LLC | 1,488 | $729.5K | 0.03% | +21+1.4% | Added |
| Adelphi Trust Co | 1,493 | $732.1K | 0.60% | +1,493 | New |
| Raiffeisen Bank International AG | 1,483 | $733.3K | 0.01% | −52−3.4% | Reduced |
| Mather Group, LLC. | 1,497 | $734.0K | 0.01% | −232−13.4% | Reduced |
| Pallas Capital Advisors LLC | 1,497 | $734.0K | 0.02% | +676+82.3% | Added |
| Pinnacle Associates Ltd | 1,498 | $734.5K | 0.01% | +185+14.1% | Added |
| Dodge & Cox | 1,500 | $735.5K | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,502 | $736.4K | 0.01% | +522+53.3% | Added |
| Grimes & Company, Inc. | 1,539 | $754.8K | 0.02% | +14+0.9% | Added |
| Everence Capital Management Inc | 1,540 | $755.0K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,541 | $755.6K | 0.01% | −115−6.9% | Reduced |
| Aaron Wealth Advisors | 1,546 | $758.1K | 0.04% | +358+30.1% | Added |
| MJP Associates Inc | 1,577 | $773.3K | 0.10% | +286+22.2% | Added |
| Osmosis Investment Management UK Ltd | 1,581 | $775.2K | 0.02% | +1,581 | New |
| Wedbush Securities Inc | 1,583 | $776.0K | 0.02% | +177+12.6% | Added |
| Catalytic Wealth RIA, LLC | 1,606 | $787.5K | 0.03% | −1,176−42.3% | Reduced |
| Pennsylvania Capital Management Inc | 1,606 | $787.5K | 0.22% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,614 | $791.4K | 0.05% | −19−1.2% | Reduced |
| Searle & Co. | 1,615 | $792.0K | 0.20% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 1,616 | $792.5K | 0.30% | +6+0.4% | Added |
| Advisor OS, LLC | 1,624 | $796.4K | 0.06% | +298+22.5% | Added |
| St Germain D J Co Inc | 1,626 | $797.3K | 0.03% | −30−1.8% | Reduced |
| Marshall Financial Group LLC | 1,630 | $799.3K | 0.16% | +1,630 | New |
| TigerOak Management, L.L.C. | 1,645 | $806.6K | 0.25% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,646 | $807.2K | 0.02% | +31+1.9% | Added |
| Chicago Partners Investment Group LLC | 1,638 | $813.2K | 0.02% | +1,049+178.1% | Added |
| Fundamentun, LLC | 1,658 | $813.4K | 0.03% | +126+8.2% | Added |
| Panagora Asset Management Inc | 1,665 | $816.4K | 0.00% | +426+34.4% | Added |
| Cyndeo Wealth Partners, LLC | 1,674 | $821.0K | 0.04% | −6,143−78.6% | Reduced |
| Argent Trust Co | 1,677 | $822.3K | 0.03% | −13−0.8% | Reduced |
| Spinnaker Trust | 1,685 | $826.2K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,688 | $827.8K | 0.03% | +217+14.8% | Added |
| Wright Investors Service Inc | 1,691 | $829.2K | 0.25% | −406−19.4% | Reduced |
| Gladstone Institutional Advisory LLC | 1,701 | $834.1K | 0.03% | +79+4.9% | Added |
| Diversify Advisory Services, LLC | 1,640 | $835.3K | 0.03% | +222+15.7% | Added |
| Havemeyer Place LP | 1,705 | $836.0K | 0.16% | +1,705 | New |
| Marble Wealth, LLC | 1,707 | $837.0K | 0.12% | +1,707 | New |
| Crestwood Advisors Group LLC | 1,711 | $839.0K | 0.01% | +1,301+317.3% | Added |
| Smithfield Trust Co | 1,715 | $841.0K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,730 | $848.3K | 0.02% | +91+5.6% | Added |
| First Citizens Bank & Trust Co | 1,763 | $864.5K | 0.02% | −26−1.5% | Reduced |
| Howard Capital Management Group, LLC | 1,787 | $876.2K | 0.06% | 00.0% | Unchanged |
| GTS Securities LLC | 1,789 | $877.2K | 0.03% | +1,136+174.0% | Added |
| Van Strum & Towne Inc. | 1,790 | $877.7K | 0.25% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,831 | $898.0K | 0.03% | +486+36.1% | Added |
| Norden Group LLC | 1,837 | $900.9K | 0.09% | +248+15.6% | Added |
| Sentinus, LLC | 1,848 | $906.0K | 0.09% | +1,848 | New |
| Legacy Trust | 1,849 | $906.6K | 0.17% | 00.0% | Unchanged |
| First Bank & Trust | 1,853 | $908.6K | 0.15% | +1,155+165.5% | Added |
| Jump Financial, LLC | 1,855 | $909.6K | 0.01% | −1,043−36.0% | Reduced |
| Dean Capital Management | 1,860 | $912.0K | 0.39% | +58+3.2% | Added |
| Evergreen Capital Management LLC | 1,866 | $915.0K | 0.02% | −97−4.9% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 1,856 | $917.7K | 0.02% | −17,844−90.6% | Reduced |
| Prudential PLC | 1,875 | $919.4K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,883 | $923.5K | 0.01% | +60+3.3% | Added |
| Quent Capital, LLC | 1,888 | $925.7K | 0.07% | +33+1.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,894 | $928.9K | 0.02% | +736+63.6% | Added |
| Westerkirk Capital Inc. | 1,900 | $931.6K | 0.09% | −628−24.8% | Reduced |
| Campbell Capital Management Inc | 1,932 | $947.3K | 0.32% | +1,932 | New |
| Larson Financial Group LLC | 1,934 | $948.1K | 0.03% | +36+1.9% | Added |
| US Asset Management LLC | 1,940 | $951.3K | 0.78% | −15−0.8% | Reduced |
| DRW Securities, LLC | 1,969 | $965.5K | 0.07% | −4,408−69.1% | Reduced |
| Ritholtz Wealth Management | 1,976 | $968.9K | 0.02% | +126+6.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,978 | $969.9K | 0.03% | −232−10.5% | Reduced |
| Valeo Financial Advisors, LLC | 1,983 | $972.3K | 0.02% | −5−0.3% | Reduced |
| RFG Advisory, LLC | 1,989 | $975.3K | 0.02% | −73−3.5% | Reduced |
| Personal Cfo Solutions, LLC | 1,990 | $975.9K | 0.15% | −49−2.4% | Reduced |
| Novem Group | 2,000 | $980.7K | 0.11% | +2,000 | New |
| Transcend Wealth Collective, LLC | 2,007 | $984.0K | 0.08% | +424+26.8% | Added |
| Manchester Capital Management LLC | 2,016 | $988.5K | 0.13% | −181−8.2% | Reduced |
| Fort Point Capital Partners LLC | 1,949 | $990.3K | 0.12% | +348+21.7% | Added |
| Assetmark, Inc | 2,021 | $990.8K | 0.00% | −193−8.7% | Reduced |
| Round Rock Advisors, LLC | 2,023 | $992.0K | 0.15% | +3+0.1% | Added |
| Gotham Asset Management, LLC | 2,027 | $993.9K | 0.00% | +72+3.7% | Added |
| Adapt Wealth Advisors, LLC | 2,028 | $994.4K | 0.34% | −17−0.8% | Reduced |
| Benjamin Edwards Inc | 2,031 | $996.2K | 0.01% | +1,195+142.9% | Added |
| Harbor Capital Advisors, Inc. | 2,035 | $998.0K | 0.08% | −3−0.1% | Reduced |
| Skba Capital Management LLC | 2,040 | $1.00M | 0.14% | −195−8.7% | Reduced |
| Guinness Asset Management LTD | 2,023 | $1.01M | 0.02% | +443+28.0% | Added |
| Horizon Investments, LLC | 2,058 | $1.01M | 0.01% | −161−7.3% | Reduced |
| Fielder Capital Group LLC | 2,074 | $1.02M | 0.22% | +43+2.1% | Added |