Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2026

Institutional positions in Ameriprise Financial Inc as of Mar 31, 2026. 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
1,394
−10 vs. Q4 2025
Shares held
78.5M
+12.7M (+19.3%) vs. Q4 2025
Total value
$34.9B
+$2.61B (+8.1%) vs. Q4 2025
New holders
120
480 more added
Sold out
130
510 more reduced

22 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,394 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ1 2026: $34.9B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2025.

Institutions holding AMP in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd58$810.00%−9−13.4%Reduced
Raleigh Capital Management Inc.0$1960.00%−137−100.0%Reduced
Bare Financial Services, Inc1$4440.00%−8−88.9%Reduced
Rakuten Securities, Inc.1$4440.00%00.0%Unchanged
Aventura Private Wealth, LLC1$4440.00%00.0%Unchanged
Curio Wealth, LLC1$4440.00%+1New
Quaker Wealth Management, LLC1$4450.00%−1−50.0%Reduced
Retirement Wealth Solutions LLC1$4450.00%00.0%Unchanged
Redwood Park Advisors LLC1$4450.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.1$4450.00%+1New
Dogwood Wealth Management LLC2$8890.00%−7−77.8%Reduced
Arcadia Investment Management Corp2$8890.00%00.0%Unchanged
Anfield Capital Management, LLC2$8890.00%00.0%Unchanged
DecisionPoint Financial, LLC2$8890.00%00.0%Unchanged
Seneschal Advisors, LLC2$8890.00%00.0%Unchanged
American Capital Advisory, LLC2$8890.00%+1+100.0%Added
Trust Co of Toledo NA2$8890.00%+2New
RWM Asset Management, LLC2$8890.00%+2New
Tidemark, LLC2$8890.00%+2New
Napier Financial, LLC2$8890.00%+2New
Golden State Wealth Management, LLC2$8950.00%−13−86.7%Reduced
IAG Wealth Partners, LLC3$1.24K0.00%00.0%Unchanged
WestEnd Advisors, LLC3$1.33K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton3$1.33K0.00%00.0%Unchanged
BankPlus Trust Department3$1.33K0.00%00.0%Unchanged
Triumph Capital Management3$1.33K0.00%+3New
Walleye Capital LLC3$1.33K0.00%+3New
Addison Advisors LLC3$1.33K0.00%00.0%Unchanged
HFM Investment Advisors, LLC4$1.78K0.00%−1−20.0%Reduced
NVWM, LLC4$1.78K0.00%00.0%Unchanged
DAGCO, Inc.4$1.78K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$1.78K0.00%00.0%Unchanged
Hughes Financial Services, LLC4$1.78K0.00%+3+300.0%Added
UMA Financial Services, Inc.5$2.22K0.00%−18−78.3%Reduced
1015 Capital Partners, LLC5$2.22K0.00%+1+25.0%Added
Marquette Asset Management, LLC5$2.22K0.00%+5New
Burk Holdings LLC5$2.22K0.00%+5New
CBIZ Investment Advisory Services, LLC6$2.67K0.00%−2−25.0%Reduced
Advocate Investing Services LLC6$2.67K0.00%00.0%Unchanged
Portus Wealth Advisors, LLC6$2.67K0.00%+6New
Clark Wealth Partners6$2.67K0.00%00.0%Unchanged
Aspect Partners, LLC7$3.11K0.00%00.0%Unchanged
Cornerstone Financial Management LLC7$3.11K0.00%+1+16.7%Added
Vermillion Wealth Management, Inc.7$3.11K0.00%+7New
J.Safra Asset Management Corp8$3.56K0.00%−1−11.1%Reduced
Signature Resources Capital Management, LLC8$3.56K0.00%00.0%Unchanged
Asset Dedication, LLC8$3.56K0.00%−18−69.2%Reduced
Newbridge Financial Services Group, Inc.8$3.76K0.00%−20−71.4%Reduced
Vision Financial Markets LLC9$3.80K0.00%00.0%Unchanged
Golden State Equity Partners9$4.00K0.00%+9New
Granite FO LLC9$4.00K0.00%00.0%Unchanged
Chilton Capital Management LLC10$4.44K0.00%−6−37.5%Reduced
Nemes Rush Group LLC10$4.44K0.00%00.0%Unchanged
Godsey & Gibb Associates11$4.89K0.00%00.0%Unchanged
Sachetta, LLC11$4.89K0.00%00.0%Unchanged
ZRC Wealth Management, LLC11$4.89K0.00%+6+120.0%Added
Corsicana & Co.12$5.81K0.00%00.0%Unchanged
Ogorek Anthony Joseph15$6.00K0.00%+1+7.1%Added
RMG Wealth Management LLC13$6.03K0.00%−1,695−99.2%Reduced
Silicon Valley Capital Partners15$6.64K0.00%00.0%Unchanged
Clear Street Markets LLC15$6.67K0.00%−122−89.1%Reduced
Entrust Financial LLC15$6.67K0.00%00.0%Unchanged
Dunhill Financial, LLC15$6.74K0.00%−2−11.8%Reduced
Hazlett, Burt & Watson, Inc.15$7.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC16$7.11K0.00%00.0%Unchanged
Highline Wealth Partners LLC16$7.16K0.00%+4+33.3%Added
Sittner & Nelson, LLC17$7.55K0.00%00.0%Unchanged
City State Bank17$7.55K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC18$8.00K0.00%−10−35.7%Reduced
Bay Harbor Wealth Management, LLC18$8.00K0.00%+7+63.6%Added
Wilkerson Advisory Group LLC18$8.00K0.00%+12+200.0%Added
United Financial Planning Group LLC18$8.00K0.00%+18New
Avion Wealth18$8.00K0.00%−2−10.0%Reduced
Torren Management, LLC19$8.44K0.00%−104−84.6%Reduced
Foster Dykema Cabot & Partners, LLC19$8.44K0.00%00.0%Unchanged
TD Capital Management LLC19$8.54K0.00%−42−68.9%Reduced
Global Wealth Strategies & Associates20$8.89K0.00%−2−9.1%Reduced
Capital Advisors, Ltd. LLC20$9.00K0.00%00.0%Unchanged
Joseph Group Capital Management21$9.33K0.00%+8+61.5%Added
Global X Japan Co., Ltd.21$9.33K0.00%+21New
Kilter Group LLC21$9.33K0.00%−4−16.0%Reduced
Acima Private Wealth, LLC23$10.2K0.00%00.0%Unchanged
Winch Advisory Services, LLC23$10.3K0.00%00.0%Unchanged
Swiss Re Ltd24$10.7K0.07%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.24$10.7K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.24$10.7K0.00%+11+84.6%Added
Costello Asset Management, INC25$11.0K0.00%00.0%Unchanged
Fairman Group, LLC25$11.1K0.01%00.0%Unchanged
Country Trust Bank26$11.6K0.00%00.0%Unchanged
First Command Advisory Services, Inc.26$11.6K0.00%+6+30.0%Added
JNBA Financial Advisors26$11.6K0.00%00.0%Unchanged
Scarborough Advisors, LLC27$12.0K0.00%00.0%Unchanged
Main Street Group, LTD28$12.2K0.00%+28New
E Fund Management (Hong Kong) Co., Ltd.28$12.4K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC29$12.9K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.30$13.3K0.00%−7−18.9%Reduced
Investors Research Corp30$13.3K0.00%00.0%Unchanged
Synergy Investment Management, LLC30$13.3K0.00%+30New
Banque Transatlantique SA30$13.4K0.00%00.0%Unchanged
Rossby Financial, LCC32$14.0K0.00%+15+88.2%Added