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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 462 | $226.7K | 0.01% | +280+153.8% | Added |
| Soltis Investment Advisors LLC | 462 | $226.6K | 0.01% | +462 | New |
| Quotient Wealth Partners, LLC | 462 | $226.5K | 0.01% | −7−1.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 459 | $225.1K | 0.04% | −1−0.2% | Reduced |
| Capital Analysts, LLC | 460 | $225.0K | 0.01% | −344−42.8% | Reduced |
| Crews Bank & Trust | 458 | $224.6K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 457 | $224.0K | 0.00% | −8−1.7% | Reduced |
| Prosperity Consulting Group, LLC | 456 | $223.6K | 0.01% | +456 | New |
| Tufton Capital Management | 455 | $223.0K | 0.04% | −75−14.2% | Reduced |
| Rockland Trust Co | 454 | $222.6K | 0.01% | +2+0.4% | Added |
| Rebalance, LLC | 453 | $222.1K | 0.01% | −19−4.0% | Reduced |
| Rehmann Capital Advisory Group | 451 | $221.2K | 0.01% | −98−17.9% | Reduced |
| Maseco LLP | 450 | $221.1K | 0.01% | −107−19.2% | Reduced |
| Victory Financial Group, LLC | 450 | $220.7K | 0.03% | +2+0.4% | Added |
| Passumpsic Savings Bank | 450 | $220.7K | 0.12% | +450 | New |
| JMN Financial LLC | 450 | $220.7K | 0.22% | +450 | New |
| Charter Trust Co | 449 | $220.2K | 0.01% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 448 | $220.0K | 0.01% | +448 | New |
| Concorde Asset Management, LLC | 446 | $218.7K | 0.09% | −2−0.4% | Reduced |
| Fiduciary Financial Group, LLC | 444 | $217.7K | 0.03% | +444 | New |
| GHP Investment Advisors, Inc. | 442 | $216.6K | 0.01% | +17+4.0% | Added |
| Abacus Planning Group, Inc. | 441 | $216.2K | 0.03% | −21−4.5% | Reduced |
| Plancorp, LLC | 439 | $215.3K | 0.01% | −1−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 437 | $214.4K | 0.00% | +437 | New |
| Tiemann Investment Advisors, LLC | 436 | $213.8K | 0.08% | −20−4.4% | Reduced |
| Marathon Capital Management | 435 | $213.3K | 0.05% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 435 | $213.3K | 0.20% | +435 | New |
| Howard Bailey Securities, LLC | 434 | $212.8K | 0.08% | −113−20.7% | Reduced |
| RB Capital Management, LLC | 433 | $212.4K | 0.04% | +433 | New |
| Stonebridge Financial Group, LLC | 433 | $212.4K | 0.18% | +433 | New |
| Hanson & Doremus Investment Management | 433 | $212.0K | 0.03% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 432 | $211.8K | 0.00% | −55−11.3% | Reduced |
| Sigma Planning Corp | 430 | $210.9K | 0.01% | −5−1.1% | Reduced |
| Ci Investments Inc. | 429 | $210.4K | 0.00% | −1,792−80.7% | Reduced |
| Root Financial Partners, LLC | 429 | $210.4K | 0.01% | +4+0.9% | Added |
| Independent Family Office, LLC | 428 | $209.9K | 0.09% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 428 | $209.7K | 0.03% | +1+0.2% | Added |
| Twelve Points Wealth Management LLC | 412 | $209.2K | 0.05% | 00.0% | Unchanged |
| Vicus Capital | 427 | $209.2K | 0.02% | +427 | New |
| New Republic Capital, LLC | 425 | $208.6K | 0.06% | +425 | New |
| Aviso Wealth Management | 425 | $208.4K | 0.09% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 424 | $207.9K | 0.01% | −49−10.4% | Reduced |
| Weaver Consulting Group | 423 | $207.4K | 0.05% | +8+1.9% | Added |
| Genus Capital Management Inc. | 420 | $205.9K | 0.02% | −95−18.4% | Reduced |
| Macroview Investment Management LLC | 420 | $205.9K | 0.14% | −2−0.5% | Reduced |
| Washington Trust Advisors, Inc. | 420 | $205.9K | 0.02% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 418 | $205.0K | 0.14% | 00.0% | Unchanged |
| CVA Family Office, LLC | 416 | $204.0K | 0.02% | −28−6.3% | Reduced |
| Opal Capital LLC | 386 | $203.8K | 0.05% | +386 | New |
| one8zero8, LLC | 414 | $203.0K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 414 | $203.0K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 412 | $202.0K | 0.01% | +73+21.5% | Added |
| Nicolet Bankshares Inc | 410 | $201.0K | 0.03% | +410 | New |
| Westend Capital Management, LLC | 406 | $199.1K | 0.06% | +277+214.7% | Added |
| Sunbelt Securities, Inc. | 402 | $197.2K | 0.01% | −2−0.5% | Reduced |
| Webster Bank, N. A. | 394 | $193.2K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 387 | $189.7K | 0.14% | +387 | New |
| LRI Investments, LLC | 380 | $186.2K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 365 | $179.0K | 0.01% | −1−0.3% | Reduced |
| Ofi Invest Asset Management | 428 | $178.7K | 0.00% | +181+73.3% | Added |
| Garton & Associates Financial Advisors LLC | 358 | $175.6K | 0.10% | +358 | New |
| Globeflex Capital L P | 355 | $174.1K | 0.03% | +355 | New |
| Cohen & Steers, Inc. | 350 | $172.0K | 0.00% | 00.0% | Unchanged |
| Wellington Grp LLC | 345 | $169.2K | 0.06% | +345 | New |
| Financial Perspectives, Inc | 338 | $165.6K | 0.04% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 335 | $164.3K | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 332 | $162.8K | 0.01% | −10−2.9% | Reduced |
| Bank of Jackson Hole Trust | 330 | $161.8K | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 315 | $154.6K | 0.00% | −73−18.8% | Reduced |
| North Star Investment Management Corp. | 313 | $153.5K | 0.01% | +6+2.0% | Added |
| Signature Equity Partners, LLC | 312 | $153.1K | 0.08% | +312 | New |
| Roble, Belko & Company, Inc | 310 | $152.0K | 0.02% | +241+349.3% | Added |
| Basecamp Wealth Advisors LLC | 298 | $146.1K | 0.03% | +298 | New |
| Miller Capital Partners, Inc. | 297 | $145.6K | 0.07% | +297 | New |
| Westpac Banking Corp | 290 | $142.2K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 290 | $142.2K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 287 | $140.7K | 0.08% | +15+5.5% | Added |
| Cromwell Holdings LLC | 282 | $138.3K | 0.08% | −6−2.1% | Reduced |
| Stephenson National Bank & Trust | 281 | $137.8K | 0.04% | +281 | New |
| Riverview Trust Co | 276 | $135.3K | 0.16% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $132.4K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 256 | $130.2K | 0.03% | +1+0.4% | Added |
| Breakwater Investment Management | 262 | $128.5K | 0.05% | +1+0.4% | Added |
| Centaurus Financial, Inc. | 261 | $128.0K | 0.01% | −26−9.1% | Reduced |
| McIlrath & Eck, LLC | 261 | $128.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 255 | $125.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 255 | $125.0K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 254 | $125.0K | 0.00% | −2−0.8% | Reduced |
| Heritage Wealth Advisors | 254 | $124.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 251 | $123.1K | 0.04% | +190+311.5% | Added |
| Versant Capital Management, Inc | 246 | $120.6K | 0.02% | −72−22.6% | Reduced |
| Old Second National Bank of Aurora | 245 | $120.1K | 0.02% | −25−9.3% | Reduced |
| CoreFirst Bank & Trust | 243 | $119.2K | 0.06% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 241 | $118.2K | 0.11% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 238 | $116.7K | 0.01% | −8−3.3% | Reduced |
| Hamilton Capital Partners Inc. | 230 | $112.8K | 0.00% | −21−8.4% | Reduced |
| S-Bank Fund Management Ltd | 226 | $110.8K | 0.01% | −7−3.0% | Reduced |
| Sentry Investment Management LLC | 225 | $110.0K | 0.07% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 224 | $109.8K | 0.00% | −24,157−99.1% | Reduced |
| REAP Financial Group, LLC | 224 | $109.7K | 0.02% | +28+14.3% | Added |