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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 1,087 | $533.0K | 0.07% | +6+0.6% | Added |
| Trust Asset Management LLC | 1,085 | $532.0K | 0.04% | −42−3.7% | Reduced |
| Aries Wealth Management | 1,081 | $530.1K | 0.12% | 00.0% | Unchanged |
| B&L Asset Management LLC | 1,080 | $529.6K | 0.24% | −67−5.8% | Reduced |
| Dorato Capital Management | 1,035 | $525.2K | 0.39% | +1,035 | New |
| Evoke Wealth, LLC | 1,070 | $524.6K | 0.01% | +384+56.0% | Added |
| Atomi Financial Group, Inc. | 1,069 | $524.2K | 0.02% | −333−23.8% | Reduced |
| Beacon Financial Group | 1,064 | $521.8K | 0.05% | −14−1.3% | Reduced |
| Cetera Trust Company, N.A | 1,050 | $514.9K | 0.28% | 00.0% | Unchanged |
| Enzi Wealth | 1,014 | $514.6K | 0.18% | −3−0.3% | Reduced |
| McRae Capital Management Inc | 1,035 | $507.5K | 0.10% | −100−8.8% | Reduced |
| Sovran Advisors, LLC | 997 | $506.4K | 0.04% | −175−14.9% | Reduced |
| Anchyra Partners LLC | 1,028 | $504.1K | 0.15% | +1,028 | New |
| Woodmont Investment Counsel LLC | 1,026 | $503.1K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,023 | $501.5K | 0.02% | −137−11.8% | Reduced |
| Sterling Wealth Management, Inc. | 1,021 | $500.6K | 0.14% | −1−0.1% | Reduced |
| Evolve Private Wealth, LLC | 1,021 | $500.6K | 0.03% | +1,021 | New |
| Quantum Financial Advisors, LLC | 1,018 | $498.9K | 0.06% | −162−13.7% | Reduced |
| First Business Financial Services, Inc. | 1,015 | $497.7K | 0.05% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,014 | $497.2K | 0.06% | 00.0% | Unchanged |
| Somerset Trust Co | 1,011 | $495.7K | 0.15% | +3+0.3% | Added |
| South Plains Financial, Inc. | 1,001 | $490.8K | 0.29% | +80+8.7% | Added |
| Founders Capital Management, LLC | 1,000 | $490.3K | 0.07% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $490.3K | 0.23% | 00.0% | Unchanged |
| Ellevest, Inc. | 997 | $488.9K | 0.07% | +98+10.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 996 | $488.4K | 0.06% | −3−0.3% | Reduced |
| Park National Corp | 996 | $488.4K | 0.02% | +119+13.6% | Added |
| MV Capital Management, Inc. | 992 | $486.4K | 0.05% | 00.0% | Unchanged |
| Everett Harris & Co | 991 | $485.9K | 0.01% | 00.0% | Unchanged |
| Renasant Bank | 986 | $483.5K | 0.33% | −16−1.6% | Reduced |
| Dakota Community Bank & Trust NA | 986 | $483.5K | 1.66% | +44+4.7% | Added |
| LMCG Investments, LLC | 973 | $477.1K | 0.03% | −24−2.4% | Reduced |
| Checchi Capital Advisers, LLC | 972 | $476.5K | 0.03% | −51−5.0% | Reduced |
| Harbour Investments, Inc. | 971 | $476.1K | 0.01% | −35−3.5% | Reduced |
| Leonteq Securities AG | 970 | $475.6K | 0.03% | −153−13.6% | Reduced |
| Bridgewater Advisors Inc. | 960 | $475.4K | 0.03% | −2−0.2% | Reduced |
| Pictet & Cie (Europe) SA | 968 | $474.6K | 0.01% | +263+37.3% | Added |
| Profund Advisors LLC | 966 | $473.7K | 0.01% | −380−28.2% | Reduced |
| Ocean Capital Management, LLC | 963 | $472.4K | 0.09% | −19−1.9% | Reduced |
| Entruity Wealth, LLC | 960 | $470.7K | 0.34% | 00.0% | Unchanged |
| Change Path, LLC | 953 | $467.1K | 0.01% | +4+0.4% | Added |
| Bailard, Inc. | 951 | $466.3K | 0.01% | −1−0.1% | Reduced |
| Cambridge Financial Group, LLC | 906 | $465.2K | 0.16% | 00.0% | Unchanged |
| Whittier Trust Co | 911 | $464.8K | 0.01% | +50+5.8% | Added |
| HBK Sorce Advisory LLC | 854 | $463.7K | 0.01% | −19−2.2% | Reduced |
| Interchange Capital Partners, LLC | 940 | $460.3K | 0.09% | +57+6.5% | Added |
| Sendero Wealth Management, LLC | 937 | $459.4K | 0.05% | +91+10.8% | Added |
| Sunflower Bank, N.A. | 937 | $459.4K | 0.12% | −51−5.2% | Reduced |
| Hickory Point Bank & Trust | 935 | $458.5K | 0.33% | 00.0% | Unchanged |
| Cigna Investments Inc | 933 | $458.0K | 0.07% | 00.0% | Unchanged |
| Optimize Financial Inc | 934 | $458.0K | 0.23% | +12+1.3% | Added |
| Hills Bank & Trust Co | 932 | $457.0K | 0.03% | +1+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 928 | $454.9K | 0.01% | +1+0.1% | Added |
| Cynosure Management, LLC | 926 | $454.1K | 0.05% | +926 | New |
| Johnson Financial Group, Inc. | 925 | $453.6K | 0.02% | −324−25.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 920 | $451.1K | 0.10% | +420+84.0% | Added |
| Capstone Investment Advisors, LLC | 919 | $450.6K | 0.00% | −213−18.8% | Reduced |
| Beaton Management Co. Inc. | 910 | $446.0K | 0.20% | 00.0% | Unchanged |
| Carr Financial Group Corp | 908 | $445.3K | 0.12% | +44+5.1% | Added |
| KMG Fiduciary Partners, LLC | 908 | $445.2K | 0.03% | −91−9.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 908 | $445.2K | 0.01% | +18+2.0% | Added |
| Freestone Grove Partners LP | 906 | $444.2K | 0.00% | −2,487−73.3% | Reduced |
| Essex Financial Services, Inc. | 904 | $443.3K | 0.03% | +21+2.4% | Added |
| Cito Capital Group, LLC | 901 | $442.0K | 0.13% | +1+0.1% | Added |
| Peapack Gladstone Financial Corp | 896 | $439.0K | 0.01% | −4−0.4% | Reduced |
| Leavell Investment Management, Inc. | 893 | $437.9K | 0.02% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 890 | $436.4K | 0.01% | 00.0% | Unchanged |
| Vantus Wealth LLC | 889 | $435.9K | 0.32% | +889 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 882 | $432.5K | 0.03% | +152+20.8% | Added |
| Everpar Advisors LLC | 879 | $431.0K | 0.16% | −176−16.7% | Reduced |
| Private Wealth Asset Management, LLC | 878 | $430.5K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 876 | $429.5K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 875 | $429.1K | 0.13% | +436+99.3% | Added |
| Ransom Advisory, Ltd | 870 | $426.6K | 0.17% | −150−14.7% | Reduced |
| New Wave Wealth Advisors LLC | 869 | $426.1K | 0.16% | +31+3.7% | Added |
| Bravera Wealth | 866 | $424.6K | 0.21% | +866 | New |
| Fidelis Capital Partners, LLC | 865 | $424.1K | 0.03% | +66+8.3% | Added |
| Hengehold Capital Management LLC | 864 | $423.7K | 0.04% | −10−1.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 858 | $420.9K | 0.02% | +858 | New |
| First County Bank | 855 | $419.2K | 0.22% | −373−30.4% | Reduced |
| Kathmere Capital Management, LLC | 853 | $418.3K | 0.03% | +134+18.6% | Added |
| Advisors Capital Management, LLC | 847 | $415.3K | 0.00% | −31−3.5% | Reduced |
| Grove Bank & Trust | 844 | $413.8K | 0.05% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 843 | $413.4K | 0.44% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 841 | $412.4K | 0.09% | +2+0.2% | Added |
| Colonial Trust Co | 840 | $411.9K | 0.05% | −36−4.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 839 | $411.5K | 0.09% | −71−7.8% | Reduced |
| Evercore Wealth Management, LLC | 837 | $410.4K | 0.01% | −158−15.9% | Reduced |
| Joel Isaacson & Co., LLC | 837 | $410.4K | 0.01% | +300+55.9% | Added |
| Ameritas Investment Partners, Inc. | 832 | $408.0K | 0.01% | −27−3.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 831 | $407.5K | 0.04% | −14−1.7% | Reduced |
| Lecap Asset Management Ltd | 827 | $405.5K | 0.16% | −3,353−80.2% | Reduced |
| WealthPLAN Partners, LLC | 827 | $405.5K | 0.06% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 746 | $405.0K | 0.28% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 825 | $404.6K | 0.03% | +12+1.5% | Added |
| Pursuit Wealth Management LLC | 825 | $404.5K | 0.35% | +825 | New |
| IFG Advisory, LLC | 822 | $403.1K | 0.02% | −8−1.0% | Reduced |
| N.E.W. Advisory Services LLC | 821 | $402.6K | 0.03% | 00.0% | Unchanged |
| Great Waters Wealth Management | 819 | $401.4K | 0.04% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 818 | $401.1K | 0.18% | +818 | New |