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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 217 | $106.4K | 0.01% | −71−24.7% | Reduced |
| Motco | 211 | $103.5K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 210 | $103.0K | 0.00% | −52−19.8% | Reduced |
| State of Wyoming | 209 | $102.5K | 0.01% | +42+25.1% | Added |
| 1620 Investment Advisors, Inc. | 200 | $98.1K | 0.07% | −20−9.1% | Reduced |
| Kimelman & Baird, LLC | 200 | $98.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 198 | $97.1K | 0.03% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 196 | $96.1K | 0.07% | +196 | New |
| Reflection Asset Management | 193 | $94.6K | 0.07% | +193 | New |
| Security National Bank | 191 | $93.7K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 185 | $90.7K | 0.03% | +105+131.3% | Added |
| Arlington Trust Co LLC | 183 | $89.7K | 0.01% | −1,285−87.5% | Reduced |
| Generali Investments, Management Co LLC | 181 | $88.8K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 180 | $88.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 180 | $88.0K | 0.00% | +38+26.8% | Added |
| RMG Wealth Management LLC | 1,708 | $85.6K | 0.01% | +1,708 | New |
| Sound Income Strategies, LLC | 164 | $83.5K | 0.00% | +10+6.5% | Added |
| Laurel Wealth Advisors LLC | 163 | $79.9K | 0.01% | +163 | New |
| Optima Capital LLC | 162 | $79.2K | 0.03% | +162 | New |
| Tompkins Financial Corp | 159 | $78.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 159 | $78.0K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 159 | $78.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 158 | $77.5K | 0.03% | −118−42.8% | Reduced |
| Westfuller Advisors, LLC | 157 | $77.2K | 0.03% | +2+1.3% | Added |
| Fortitude Family Office, LLC | 155 | $76.0K | 0.02% | −4−2.5% | Reduced |
| High Note Wealth, LLC | 155 | $76.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 154 | $75.5K | 0.01% | −45−22.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 154 | $75.5K | 0.01% | +154 | New |
| Silvant Capital Management LLC | 152 | $74.5K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 150 | $73.6K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 148 | $72.6K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 144 | $70.6K | 0.01% | +144 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $68.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 137 | $67.2K | 0.01% | −188−57.8% | Reduced |
| Center for Financial Planning, Inc. | 137 | $67.2K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 137 | $67.0K | 0.02% | −6−4.2% | Reduced |
| DV Trading LLC | 132 | $64.7K | 0.01% | +132 | New |
| DV Equities, LLC | 130 | $63.7K | 0.01% | +130 | New |
| Ameriflex Group, Inc. | 125 | $61.3K | 0.03% | −229−64.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 125 | $61.3K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 125 | $61.3K | 0.00% | +20+19.0% | Added |
| Monetary Solutions, Ltd | 124 | $60.8K | 0.06% | +124 | New |
| Torren Management, LLC | 123 | $60.5K | 0.03% | +123 | New |
| Rexford Capital Inc | 123 | $60.3K | 0.05% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 122 | $59.7K | 0.06% | +122 | New |
| Battery Global Advisors, LLC | 121 | $59.3K | 0.03% | +2+1.7% | Added |
| Board of the Pension Protection Fund | 120 | $58.8K | 0.06% | +120 | New |
| Geneos Wealth Management Inc. | 117 | $57.4K | 0.00% | −25−17.6% | Reduced |
| Resources Management Corp | 115 | $57.0K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 116 | $56.9K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 111 | $54.4K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 111 | $54.4K | 0.02% | +111 | New |
| Clean Yield Group | 110 | $53.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 110 | $53.9K | 0.02% | +110 | New |
| Alerus Financial NA | 106 | $52.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 105 | $51.5K | 0.01% | −100−48.8% | Reduced |
| Salomon & Ludwin, LLC | 98 | $49.8K | 0.00% | −1−1.0% | Reduced |
| Phillip James Consulting Co. | 100 | $49.0K | 0.86% | +100 | New |
| TCTC Holdings, LLC | 98 | $48.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 97 | $47.6K | 0.01% | +28+40.6% | Added |
| Bell Investment Advisors, Inc | 92 | $45.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 91 | $45.0K | 0.02% | −35−27.8% | Reduced |
| First Financial Corp | 90 | $44.1K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 88 | $43.1K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 87 | $42.7K | 0.00% | −3−3.3% | Reduced |
| Albion Financial Group | 87 | $42.7K | 0.00% | 00.0% | Unchanged |
| XY Capital Ltd | 85 | $41.7K | 0.04% | +85 | New |
| Lloyd Advisory Services, LLC. | 83 | $40.6K | 0.02% | +83 | New |
| Morse Asset Management, Inc | 80 | $39.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 79 | $38.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 79 | $38.7K | 0.01% | +70+777.8% | Added |
| Adirondack Trust Co | 79 | $38.7K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 76 | $37.3K | 0.01% | +51+204.0% | Added |
| Zions Bancorporation, National Association | 75 | $36.8K | 0.00% | −224−74.9% | Reduced |
| Harvest Fund Management Co., Ltd | 71 | $35.0K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 68 | $33.3K | 0.03% | +68 | New |
| Oakworth Capital, Inc. | 67 | $32.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 66 | $32.4K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 66 | $32.4K | 0.03% | +66 | New |
| Redmont Wealth Advisors LLC | 65 | $31.9K | 0.05% | 00.0% | Unchanged |
| American National Bank | 65 | $31.9K | 0.00% | +2+3.2% | Added |
| SJS Investment Consulting Inc. | 64 | $31.4K | 0.00% | +56+700.0% | Added |
| SBI Securities Co., Ltd. | 61 | $29.9K | 0.00% | −19−23.8% | Reduced |
| Key Financial Inc | 61 | $29.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 61 | $29.8K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 60 | $29.6K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 60 | $29.4K | 0.01% | −2−3.2% | Reduced |
| Westside Investment Management, Inc. | 60 | $29.4K | 0.00% | +2+3.4% | Added |
| WFA of San Diego, LLC | 60 | $29.4K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 60 | $29.4K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 57 | $27.9K | 0.00% | −1−1.7% | Reduced |
| Simplex Trading, LLC | 57 | $27.9K | 0.00% | −603−91.4% | Reduced |
| Bank & Trust Co | 57 | $27.9K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 57 | $27.9K | 0.02% | +18+46.2% | Added |
| Creative Capital Management Investments LLC | 56 | $27.5K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 55 | $27.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 55 | $27.0K | 0.00% | +6+12.2% | Added |
| Piscataqua Savings Bank | 55 | $27.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 53 | $26.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 51 | $25.0K | 0.00% | 00.0% | Unchanged |