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 |
|---|---|---|---|---|---|
| Argus Investors' Counsel, Inc. | 604 | $296.2K | 0.24% | −3−0.5% | Reduced |
| Dougherty Wealth Advisers LLC | 603 | $295.7K | 0.17% | 00.0% | Unchanged |
| 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 |
| Banque Cantonale Vaudoise | 598 | $293.0K | 0.01% | −1,182−66.4% | Reduced |
| Core Alternative Capital | 596 | $292.2K | 0.08% | −3−0.5% | Reduced |
| waypoint wealth counsel | 592 | $290.3K | 0.11% | +592 | New |
| QTR Family Wealth, LLC | 571 | $288.9K | 0.13% | +571 | New |
| Sagewood Asset Management LP | 588 | $288.3K | 0.10% | +588 | New |
| Washington Capital Management Inc | 586 | $287.3K | 0.23% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 582 | $285.2K | 0.08% | −1−0.2% | Reduced |
| Aua Capital Management, LLC | 577 | $282.9K | 0.14% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 576 | $282.1K | 0.01% | +119+26.0% | Added |
| Liberty Square Wealth Partners LLC | 572 | $280.5K | 0.08% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 572 | $280.5K | 0.00% | +572 | New |
| 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 |
| Accredited Investors Inc. | 565 | $277.0K | 0.01% | −3−0.5% | Reduced |
| Frec Markets, Inc. | 563 | $276.3K | 0.08% | +563 | New |
| Xxi Wealth, LLC | 563 | $276.1K | 0.17% | +563 | New |
| Heritage Investment Group, Inc. | 561 | $275.1K | 0.04% | +64+12.9% | Added |
| DGS Capital Management, LLC | 560 | $274.6K | 0.05% | +560 | New |
| Emprise Bank | 558 | $273.6K | 0.11% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 553 | $271.2K | 0.08% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 553 | $271.2K | 0.03% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 552 | $270.7K | 0.07% | +552 | New |
| Cornerstone Planning Group LLC | 541 | $270.4K | 0.04% | −10−1.8% | Reduced |
| Tortoise Investment Management, LLC | 551 | $270.3K | 0.02% | −3−0.5% | Reduced |
| Hobbs Group Advisors, LLC | 551 | $270.2K | 0.08% | 00.0% | Unchanged |
| Philadelphia Trust Co | 550 | $270.0K | 0.02% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 549 | $269.1K | 0.14% | +2+0.4% | Added |
| Resonant Capital Advisors, LLC | 548 | $268.7K | 0.01% | −21−3.7% | Reduced |
| Independent Financial Group, LLC | 548 | $268.5K | 0.01% | −194−26.1% | Reduced |
| Capital Performance Advisors LLP | 547 | $268.4K | 0.02% | +547 | New |
| Wealthstar Advisors, LLC | 538 | $263.8K | 0.14% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 536 | $262.8K | 0.00% | +71+15.3% | Added |
| Cornerstone Wealth Group, LLC | 532 | $260.8K | 0.02% | −75−12.4% | Reduced |
| Kelly Financial Services LLC | 529 | $259.5K | 0.07% | −49−8.5% | Reduced |
| GenTrust, LLC | 527 | $258.3K | 0.01% | +527 | New |
| Financial Advisory Service, Inc. | 526 | $258.0K | 0.02% | +526 | New |
| Schaper Benz & Wise Investment Counsel Inc | 526 | $257.8K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 525 | $257.4K | 0.01% | −145−21.6% | Reduced |
| Wilkins Investment Counsel Inc | 525 | $257.4K | 0.04% | 00.0% | Unchanged |
| JBF Capital, Inc. | 525 | $257.4K | 0.04% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 525 | $257.4K | 0.12% | +525 | New |
| Tred Avon Family Wealth, LLC | 522 | $256.0K | 0.08% | +522 | New |
| Csenge Advisory Group | 520 | $255.0K | 0.01% | +35+7.2% | Added |
| Penserra Capital Management LLC | 520 | $254.0K | 0.00% | −13−2.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 518 | $254.0K | 0.01% | 00.0% | Unchanged |
| Natural Investments, LLC | 516 | $252.0K | 0.06% | +45+9.6% | Added |
| Michels Family Financial, LLC | 514 | $251.9K | 0.19% | −572−52.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 513 | $251.5K | 0.09% | −1−0.2% | Reduced |
| Everhart Financial Group, Inc. | 512 | $251.2K | 0.02% | −1−0.2% | Reduced |
| Calamos Wealth Management LLC | 512 | $251.1K | 0.01% | +512 | New |
| Avidian Wealth Solutions, LLC | 510 | $250.2K | 0.01% | +29+6.0% | Added |
| Maridea Wealth Management LLC | 506 | $248.2K | 0.04% | −90−15.1% | Reduced |
| Avantax Planning Partners, Inc. | 506 | $248.1K | 0.01% | −8−1.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 506 | $248.1K | 0.03% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 505 | $247.6K | 0.05% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 505 | $247.6K | 0.02% | +505 | New |
| Clark Financial Services Group Inc | 487 | $247.3K | 0.13% | −5−1.0% | Reduced |
| Revisor Wealth Management LLC | 486 | $246.9K | 0.07% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 503 | $246.6K | 0.01% | −15−2.9% | Reduced |
| Delta Investment Management, LLC | 502 | $246.3K | 0.04% | +7+1.4% | Added |
| Sunbeam Capital Management, LLC | 502 | $246.1K | 0.15% | +1+0.2% | Added |
| Oppenheimer & Co Inc | 500 | $245.2K | 0.00% | −262−34.4% | Reduced |
| River Wealth Advisors LLC | 500 | $245.2K | 0.03% | −17−3.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 500 | $245.2K | 0.12% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 499 | $244.7K | 0.02% | +50+11.1% | Added |
| Revolve Wealth Partners, LLC | 497 | $243.7K | 0.03% | −13−2.5% | Reduced |
| Clarius Group, LLC | 497 | $243.7K | 0.01% | −230−31.6% | Reduced |
| WBH Advisory Inc | 493 | $241.8K | 0.02% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 493 | $241.7K | 0.02% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 493 | $241.7K | 0.03% | −32−6.1% | Reduced |
| Kera Capital Partners, Inc. | 456 | $240.4K | 0.03% | +456 | New |
| StoneX Group Inc. | 486 | $240.1K | 0.01% | +486 | New |
| Western Wealth Management, LLC | 490 | $240.1K | 0.01% | +62+14.5% | Added |
| Exencial Wealth Advisors, LLC | 489 | $239.8K | 0.01% | +489 | New |
| Platform Technology Partners | 488 | $239.3K | 0.05% | +6+1.2% | Added |
| Scotia Capital Inc. | 485 | $237.7K | 0.00% | −169−25.8% | Reduced |
| Boyd Watterson Asset Management LLC | 484 | $237.4K | 0.07% | +24+5.2% | Added |
| Wealthcare Advisory Partners LLC | 482 | $236.4K | 0.00% | −12−2.4% | Reduced |
| ORG Wealth Partners, LLC | 481 | $236.0K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 481 | $235.9K | 0.02% | +70+17.0% | Added |
| Trust Co | 481 | $235.9K | 0.02% | +481 | New |
| Knightsbridge Asset Management, LLC | 480 | $235.4K | 0.04% | +480 | New |
| Confluence Investment Management LLC | 480 | $235.4K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 480 | $235.0K | 0.00% | +480 | New |
| Guardian Wealth Advisors, LLC | 479 | $234.9K | 0.01% | −3−0.6% | Reduced |
| Argent Capital Management LLC | 477 | $233.9K | 0.01% | 00.0% | Unchanged |
| Invested Advisors | 477 | $233.9K | 0.24% | +477 | New |
| Harbor Investment Advisory, LLC | 476 | $233.5K | 0.02% | +61+14.7% | Added |
| Exchange Traded Concepts, LLC | 475 | $232.9K | 0.00% | −227−32.3% | Reduced |
| Flatrock Wealth Partners LLC | 474 | $232.6K | 0.11% | +474 | New |
| Cherry Tree Wealth Management, LLC | 474 | $232.4K | 0.05% | 00.0% | Unchanged |
| Alpha Family Trust | 470 | $230.5K | 0.11% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 469 | $230.0K | 0.01% | −17−3.5% | Reduced |
| Sym Financial Corp | 467 | $229.0K | 0.02% | +467 | New |
| HORAN Wealth, LLC | 467 | $228.9K | 0.04% | −2−0.4% | Reduced |
| 1776 Wealth LLC | 463 | $227.0K | 0.09% | −39−7.8% | Reduced |