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 |
|---|---|---|---|---|---|
| Schnieders Capital Management, LLC. | 817 | $400.6K | 0.06% | +30+3.8% | Added |
| Perbak Capital Partners LLP | 814 | $399.1K | 0.12% | −903−52.6% | Reduced |
| Cairn Investment Group, Inc. | 814 | $399.0K | 0.19% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 782 | $397.1K | 0.05% | +36+4.8% | Added |
| Childress Capital Advisors, LLC | 806 | $395.4K | 0.06% | −22−2.7% | Reduced |
| CX Institutional | 806 | $395.0K | 0.01% | +5+0.6% | Added |
| MorganRosel Wealth Management, LLC | 805 | $394.7K | 0.10% | −1,121−58.2% | Reduced |
| Focus Financial Network, Inc. | 804 | $394.0K | 0.01% | −439−35.3% | Reduced |
| Fisher Asset Management, LLC | 802 | $393.5K | 0.00% | +345+75.5% | Added |
| Schulhoff & Co Inc | 800 | $392.3K | 0.17% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 800 | $392.0K | 0.07% | +800 | New |
| Spahn Wealth & Retirement LLC | 795 | $389.8K | 0.24% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 790 | $387.4K | 0.03% | +192+32.1% | Added |
| Axq Capital, LP | 789 | $386.9K | 0.09% | +789 | New |
| One Wealth Capital Management, LLC | 788 | $386.4K | 0.16% | +96+13.9% | Added |
| PDS Planning, Inc | 787 | $385.9K | 0.03% | −127−13.9% | Reduced |
| First Nebraska Trust Co | 784 | $384.4K | 0.04% | 00.0% | Unchanged |
| Groupama Asset Managment | 777 | $381.0K | 0.01% | −82−9.5% | Reduced |
| Busey Wealth Management | 772 | $378.5K | 0.01% | −96−11.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 772 | $378.5K | 0.16% | 00.0% | Unchanged |
| Index Technologies Group LLC | 771 | $378.1K | 0.39% | +771 | New |
| Wellington Management Group LLP | 766 | $375.6K | 0.00% | −594−43.7% | Reduced |
| Apella Capital, LLC | 766 | $375.5K | 0.01% | +31+4.2% | Added |
| OneAscent Financial Services LLC | 766 | $375.5K | 0.03% | +288+60.3% | Added |
| WSFS Capital Management, LLC | 764 | $374.6K | 0.02% | +52+7.3% | Added |
| Astoria Portfolio Advisors LLC. | 825 | $374.5K | 0.09% | +91+12.4% | Added |
| Canal Capital Management, LLC | 758 | $371.8K | 0.05% | 00.0% | Unchanged |
| 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 |
| Cary Street Partner Investment Advisory LLC | 751 | $368.0K | 0.10% | +16+2.2% | Added |
| Burke & Herbert Bank & Trust Co | 750 | $367.8K | 0.10% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 748 | $366.9K | 0.09% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 747 | $366.3K | 0.06% | −586−44.0% | Reduced |
| Tocqueville Asset Management L.P. | 747 | $366.1K | 0.01% | +747 | New |
| Oldfather Financial Services, LLC | 744 | $364.8K | 0.11% | +241+47.9% | Added |
| Founders Financial Securities LLC | 742 | $363.6K | 0.02% | +54+7.8% | Added |
| Buffalo Business & Estate Services Ltd | 740 | $362.8K | 0.05% | +740 | New |
| Clayton Financial Group LLC | 739 | $362.4K | 0.18% | +7+1.0% | Added |
| Keystone Financial Group | 736 | $360.9K | 0.03% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 734 | $359.9K | 0.09% | 00.0% | Unchanged |
| Chicago Capital, LLC | 731 | $358.4K | 0.01% | +3+0.4% | Added |
| Equitable Holdings, Inc. | 730 | $357.9K | 0.00% | −536−42.3% | Reduced |
| SCS Capital Management LLC | 723 | $354.5K | 0.00% | −1−0.1% | Reduced |
| Renaissance Group LLC | 723 | $354.5K | 0.01% | +9+1.3% | Added |
| Clark Capital Management Group, Inc. | 721 | $353.8K | 0.00% | −161−18.3% | Reduced |
| Progressive Investment Management Corp | 720 | $353.0K | 0.08% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 719 | $352.6K | 0.12% | −14−1.9% | Reduced |
| Dakota Wealth Management | 717 | $351.6K | 0.01% | +80+12.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 706 | $346.2K | 0.02% | +4+0.6% | Added |
| M.E. Allison & Co., Inc. | 705 | $345.7K | 0.23% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 699 | $342.7K | 0.05% | −4,464−86.5% | Reduced |
| Mindset Wealth Management, LLC | 698 | $342.3K | 0.09% | 00.0% | Unchanged |
| Abel Hall, LLC | 697 | $342.0K | 0.08% | +59+9.2% | Added |
| IHT Wealth Management, LLC | 695 | $340.6K | 0.01% | +9+1.3% | Added |
| Paragon Private Wealth Management, LLC | 693 | $339.8K | 0.10% | +126+22.2% | Added |
| 71 West Capital Partners | 692 | $339.3K | 0.02% | +692 | New |
| David Loasby | 665 | $339.3K | 0.02% | +3+0.5% | Added |
| Park Place Capital Corp | 691 | $338.8K | 0.07% | −21−2.9% | Reduced |
| Ascent Group, LLC | 689 | $337.8K | 0.01% | −113−14.1% | Reduced |
| Smith, Moore & Co. | 684 | $335.4K | 0.03% | −46−6.3% | Reduced |
| Acropolis Investment Management, LLC | 672 | $329.5K | 0.01% | 00.0% | Unchanged |
| Ledyard National Bank | 671 | $329.0K | 0.03% | −38−5.4% | Reduced |
| Northwest Bancshares, Inc. | 667 | $327.1K | 0.06% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 665 | $326.1K | 0.17% | +211+46.5% | Added |
| FourThought Financial Partners, LLC | 660 | $323.6K | 0.03% | +660 | New |
| Jackson Thornton Asset Management, LLC | 633 | $323.0K | 0.03% | +633 | New |
| SlateStone Wealth, LLC | 657 | $322.0K | 0.03% | +24+3.8% | Added |
| Optimist Retirement Group LLC | 652 | $319.7K | 0.15% | +14+2.2% | Added |
| Gilman Hill Asset Management, LLC | 687 | $318.7K | 0.05% | +132+23.8% | Added |
| Howard Capital Management Inc. | 647 | $317.3K | 0.00% | +3+0.5% | Added |
| AlphaStar Capital Management, LLC | 646 | $316.8K | 0.02% | +646 | New |
| Valmark Advisers, Inc. | 645 | $316.3K | 0.00% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 643 | $315.2K | 0.03% | +643 | New |
| Narus Financial Partners, LLC | 642 | $314.8K | 0.09% | −66−9.3% | Reduced |
| Meeder Asset Management Inc | 640 | $313.8K | 0.02% | −1−0.2% | Reduced |
| Fort Washington Investment Advisors Inc | 639 | $313.3K | 0.00% | −204−24.2% | Reduced |
| YHB Investment Advisors, Inc. | 638 | $312.8K | 0.02% | −3−0.5% | Reduced |
| SmartHarvest Portfolios, LLC | 637 | $312.3K | 0.11% | +637 | New |
| Advyzon Investment Management, LLC | 636 | $311.9K | 0.04% | +636 | New |
| Strategic Family Wealth Counselors, L.L.C. | 631 | $310.8K | 0.07% | +631 | New |
| Legacy Financial Advisors, Inc. | 628 | $307.7K | 0.04% | +46+7.9% | Added |
| MTM Investment Management, LLC | 626 | $307.0K | 0.10% | 00.0% | Unchanged |
| Sun Financial Inc | 626 | $307.0K | 0.17% | +626 | 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 |
| First National Bank of Omaha | 625 | $306.5K | 0.01% | +625 | New |
| Peoples Financial Services Corp. | 625 | $306.5K | 0.14% | 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 |
| Illumine Investment Management, LLC | 622 | $305.0K | 0.22% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 621 | $304.5K | 0.02% | +621 | New |
| CWA Asset Management Group, LLC | 619 | $303.5K | 0.01% | −22−3.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 646 | $303.5K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 617 | $302.5K | 0.00% | −222−26.5% | Reduced |
| Deseret Mutual Benefit Administrators | 616 | $302.0K | 0.13% | +31+5.3% | Added |
| Chesapeake Wealth Management | 615 | $301.6K | 0.09% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 612 | $300.1K | 0.07% | −5,758−90.4% | Reduced |
| Commerzbank Aktiengesellschaft | 611 | $300.0K | 0.01% | −30−4.7% | Reduced |
| MONECO Advisors, LLC | 605 | $296.7K | 0.02% | −18−2.9% | Reduced |
| Institute for Wealth Management, LLC. | 605 | $296.7K | 0.03% | +21+3.6% | Added |