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 |
|---|---|---|---|---|---|
| Dodge & Cox | 1,500 | $735.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,498 | $734.5K | 0.01% | +185+14.1% | Added |
| Pallas Capital Advisors LLC | 1,497 | $734.0K | 0.02% | +676+82.3% | Added |
| Mather Group, LLC. | 1,497 | $734.0K | 0.01% | −232−13.4% | Reduced |
| Raiffeisen Bank International AG | 1,483 | $733.3K | 0.01% | −52−3.4% | Reduced |
| Adelphi Trust Co | 1,493 | $732.1K | 0.60% | +1,493 | New |
| PFG Investments, LLC | 1,488 | $729.5K | 0.03% | +21+1.4% | Added |
| Hancock Whitney Corp | 1,488 | $729.1K | 0.01% | −6−0.4% | Reduced |
| National Asset Management, Inc. | 1,478 | $724.9K | 0.03% | −77−5.0% | Reduced |
| Caerus Investment Advisors, LLC | 1,474 | $722.8K | 0.24% | +1,474 | New |
| Legacy Capital Group California, Inc. | 1,473 | $722.3K | 0.18% | −142−8.8% | Reduced |
| ROI Financial Advisors, LLC | 1,472 | $721.8K | 0.41% | +8+0.5% | Added |
| Tema ETFs LLC | 1,471 | $721.3K | 0.06% | −4−0.3% | Reduced |
| WealthTrust Asset Management, LLC | 1,467 | $719.3K | 0.50% | −25−1.7% | Reduced |
| Forum Financial Management, LP | 1,463 | $717.5K | 0.01% | +22+1.5% | Added |
| Elyxium Wealth, LLC | 1,453 | $712.6K | 0.20% | −3−0.2% | Reduced |
| Accel Wealth Management | 1,442 | $707.3K | 0.19% | −9−0.6% | Reduced |
| Integrated Advisors Network LLC | 1,439 | $705.7K | 0.03% | −27−1.8% | Reduced |
| Armis Advisers, LLC | 1,605 | $704.6K | 0.08% | +75+4.9% | Added |
| Neo Ivy Capital Management | 1,420 | $696.3K | 0.11% | +1,420 | New |
| Parcion Private Wealth LLC | 1,414 | $693.3K | 0.04% | +759+115.9% | Added |
| 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 |
| Crewe Advisors LLC | 1,409 | $690.9K | 0.06% | 00.0% | Unchanged |
| KTF Investments, LLC | 1,405 | $688.9K | 0.11% | +1,405 | New |
| Keel Point, LLC | 1,403 | $687.9K | 0.04% | +92+7.0% | Added |
| Lyell Wealth Management, LP | 1,392 | $682.6K | 0.05% | −12−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 1,388 | $680.7K | 0.01% | −961−40.9% | Reduced |
| denkapparat Operations GmbH | 1,388 | $680.6K | 0.37% | +816+142.7% | Added |
| Rothschild Investment LLC | 1,386 | $679.8K | 0.04% | +404+41.1% | Added |
| Versor Investments LP | 1,381 | $677.2K | 0.11% | +680+97.0% | Added |
| Pointe Capital Management LLC | 1,372 | $672.7K | 0.33% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,367 | $670.5K | 0.05% | −87−6.0% | Reduced |
| Stephens Inc | 1,367 | $670.3K | 0.01% | +2+0.1% | Added |
| Great Valley Advisor Group, Inc. | 1,364 | $668.9K | 0.01% | +5+0.4% | Added |
| Strathmore Capital Advisors, Inc. | 1,347 | $660.5K | 0.22% | −1−0.1% | Reduced |
| NBC Securities, Inc. | 1,342 | $658.0K | 0.05% | −76−5.4% | Reduced |
| Catalyst Financial Partners LLC | 1,336 | $655.1K | 0.07% | −3−0.2% | Reduced |
| Mission Wealth Management, LP | 1,329 | $651.5K | 0.01% | −36−2.6% | Reduced |
| Tobam | 1,326 | $650.0K | 0.16% | +1,183+827.3% | Added |
| Premier Path Wealth Partners, LLC | 1,322 | $648.2K | 0.08% | −13−1.0% | Reduced |
| Piedmont Capital Management, LLC | 1,320 | $647.2K | 0.43% | +1,320 | New |
| Robertson Stephens Wealth Management, LLC | 1,313 | $644.1K | 0.02% | +1,313 | New |
| Prime Capital Investment Advisors, LLC | 1,312 | $643.5K | 0.01% | +146+12.5% | Added |
| Miracle Mile Advisors, LLC | 1,301 | $637.9K | 0.01% | +36+2.8% | Added |
| Wesbanco Bank Inc | 1,300 | $637.4K | 0.02% | −359−21.6% | Reduced |
| Northcape Wealth Management, LLC | 1,300 | $637.4K | 0.18% | 00.0% | Unchanged |
| Coastline Trust Co | 1,300 | $637.4K | 0.06% | +1,300 | New |
| Sagespring Wealth Partners, LLC | 1,296 | $635.5K | 0.01% | +61+4.9% | Added |
| Ossiam | 1,295 | $635.0K | 0.01% | −1,331−50.7% | Reduced |
| Charter Oak Capital Management, LLC | 1,293 | $633.9K | 0.05% | −36−2.7% | Reduced |
| Insight Advisors, LLC | 1,287 | $631.1K | 0.10% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,224 | $621.3K | 0.11% | +1+0.1% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,265 | $620.3K | 0.03% | +1,265 | New |
| Berkshire Asset Management LLC | 1,261 | $618.2K | 0.03% | −51−3.9% | Reduced |
| Trifecta Capital Advisors, LLC | 1,260 | $617.8K | 0.09% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 1,179 | $617.6K | 0.05% | +1,179 | New |
| Old Port Advisors | 1,258 | $617.0K | 0.15% | −111−8.1% | Reduced |
| Custom Index Systems, LLC | 1,254 | $614.9K | 0.27% | +1,254 | New |
| Gallacher Capital Management LLC | 1,253 | $614.5K | 0.24% | −457−26.7% | Reduced |
| Aptus Capital Advisors, LLC | 1,246 | $611.0K | 0.01% | +156+14.3% | Added |
| Green Harvest Asset Management LLC | 1,244 | $610.0K | 0.01% | −3−0.2% | Reduced |
| Journey Strategic Wealth LLC | 1,236 | $606.1K | 0.02% | +282+29.6% | Added |
| Baker Tilly Wealth Management, LLC | 1,231 | $603.7K | 0.15% | +195+18.8% | Added |
| Drive Wealth Management, LLC | 1,230 | $602.9K | 0.12% | +371+43.2% | Added |
| Machina Capital S.A.S. | 1,224 | $600.2K | 0.11% | −3,127−71.9% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $598.2K | 0.09% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,205 | $590.9K | 0.02% | +14+1.2% | Added |
| Eastern Bank | 1,202 | $589.4K | 0.01% | −115−8.7% | Reduced |
| Weil Company, Inc. | 1,200 | $588.4K | 0.14% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,200 | $588.4K | 0.33% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,200 | $588.4K | 0.00% | +25+2.1% | Added |
| Modera Wealth Management, LLC | 1,196 | $586.3K | 0.01% | −47−3.8% | Reduced |
| Flagship Harbor Advisors, LLC | 1,191 | $584.0K | 0.03% | +123+11.5% | Added |
| Colter Lewis Investment Partners LLC | 1,188 | $582.5K | 0.67% | +1,188 | New |
| Evergreen Wealth Solutions, LLC | 1,174 | $575.8K | 0.08% | +9+0.8% | Added |
| Ausdal Financial Partners, Inc. | 1,172 | $574.8K | 0.03% | +26+2.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,126 | $574.5K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,083 | $570.9K | 0.09% | +74+7.3% | Added |
| Arthur M. Cohen & Associates, LLC | 1,164 | $570.8K | 0.09% | −40−3.3% | Reduced |
| Qtron Investments LLC | 1,158 | $567.8K | 0.07% | −660−36.3% | Reduced |
| Sowell Financial Services LLC | 1,156 | $567.0K | 0.02% | −49−4.1% | Reduced |
| Fire Capital Management LLC | 1,150 | $563.9K | 0.28% | 00.0% | Unchanged |
| Private Trust Co NA | 1,143 | $560.6K | 0.05% | +7+0.6% | Added |
| Waddell & Associates, LLC | 1,141 | $559.5K | 0.04% | +1,141 | New |
| Parkside Financial Bank & Trust | 1,140 | $559.0K | 0.04% | −45−3.8% | Reduced |
| Spire Wealth Management | 1,136 | $557.1K | 0.02% | +390+52.3% | Added |
| Sage Mountain Advisors LLC | 1,136 | $557.0K | 0.03% | −139−10.9% | Reduced |
| 3Chopt Investment Partners, LLC | 1,135 | $556.5K | 0.12% | +94+9.0% | Added |
| Frederick Financial Consultants, LLC | 1,129 | $553.4K | 0.30% | −7−0.6% | Reduced |
| Savvy Advisors, Inc. | 1,126 | $552.1K | 0.02% | +235+26.4% | Added |
| Neville Rodie & Shaw Inc | 1,106 | $542.0K | 0.04% | −1,502−57.6% | Reduced |
| Segment Wealth Management, LLC | 1,103 | $540.8K | 0.03% | +2+0.2% | Added |
| Simplicity Wealth,LLC | 1,102 | $539.9K | 0.03% | −31−2.7% | Reduced |
| Eagle Global Advisors LLC | 1,100 | $539.4K | 0.02% | 00.0% | Unchanged |
| Payden & Rygel | 1,100 | $539.0K | 0.04% | −2,000−64.5% | Reduced |
| Oddo BHF Asset Management SAS | 1,098 | $538.4K | 0.02% | −1,940−63.9% | Reduced |
| Investment Research Partners LLC | 1,096 | $537.5K | 0.23% | +351+47.1% | Added |
| Becker Capital Management Inc | 1,096 | $537.4K | 0.02% | +1+0.1% | Added |
| Scientech Research LLC | 1,087 | $533.0K | 0.34% | −940−46.4% | Reduced |