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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Axq Capital, LP | 4,123 | $1.83M | 0.24% | +3,334+422.6% | Added |
| ING Groep NV | 4,147 | $1.84M | 0.01% | −142−3.3% | Reduced |
| Kentucky Retirement Systems | 16,062 | $1.85M | 0.14% | +10,063+167.7% | Added |
| Jacobi Capital Management LLC | 4,196 | $1.86M | 0.10% | +187+4.7% | Added |
| Clearstead Advisors, LLC | 4,216 | $1.87M | 0.02% | +22+0.5% | Added |
| Great Diamond Partners, LLC | 4,244 | $1.89M | 0.36% | −83−1.9% | Reduced |
| YANKCOM Partnership | 4,248 | $1.89M | 0.78% | +193+4.8% | Added |
| Parallel Advisors, LLC | 4,248 | $1.89M | 0.03% | −20.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,270 | $1.90M | 0.01% | +995+30.4% | Added |
| Meeder Advisory Services, Inc. | 4,279 | $1.90M | 0.08% | −220−4.9% | Reduced |
| New Mexico Educational Retirement Board | 4,281 | $1.90M | 0.06% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 4,311 | $1.92M | 0.42% | −13−0.3% | Reduced |
| Pinnacle Financial Partners, Inc. | 4,319 | $1.92M | 0.01% | −14−0.3% | Reduced |
| Eley Financial Management, Inc | 4,325 | $1.92M | 0.69% | +33+0.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 4,332 | $1.93M | 0.47% | −21−0.5% | Reduced |
| Bridgeway Capital Management, LLC | 4,340 | $1.93M | 0.04% | 00.0% | Unchanged |
| Winton Group Ltd | 4,354 | $1.93M | 0.07% | +4,354 | New |
| Connecticut Wealth Management, LLC | 4,358 | $1.94M | 0.08% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,371 | $1.94M | 0.02% | −4−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 4,388 | $1.95M | 0.04% | +217+5.2% | Added |
| Citizens Financial Group Inc | 4,430 | $1.97M | 0.03% | +816+22.6% | Added |
| Chicago Trust Co NA | 4,455 | $1.98M | 0.32% | −132−2.9% | Reduced |
| Apollon Wealth Management, LLC | 4,469 | $1.99M | 0.03% | +429+10.6% | Added |
| Brevan Howard Capital Management LP | 4,505 | $2.00M | 0.02% | +730+19.3% | Added |
| Maryland State Retirement & Pension System | 4,622 | $2.05M | 0.04% | −102−2.2% | Reduced |
| IMA Wealth, Inc. | 4,627 | $2.06M | 0.20% | −290−5.9% | Reduced |
| Loudon Investment Management, LLC | 4,630 | $2.06M | 1.11% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,638 | $2.06M | 0.10% | −88−1.9% | Reduced |
| Louisiana State Employees Retirement System | 4,700 | $2.09M | 0.04% | 00.0% | Unchanged |
| Spartan Wealth Advisory Services LLC | 4,701 | $2.09M | 0.18% | +4,701 | New |
| Harfst & Associates, Inc. | 4,704 | $2.09M | 0.37% | +420+9.8% | Added |
| Bradley Foster & Sargent Inc | 4,736 | $2.10M | 0.03% | −12−0.3% | Reduced |
| Flputnam Investment Management Co | 4,772 | $2.12M | 0.03% | +585+14.0% | Added |
| Guggenheim Capital LLC | 4,829 | $2.15M | 0.02% | −428−8.1% | Reduced |
| Leisure Capital Management | 4,833 | $2.15M | 0.75% | 00.0% | Unchanged |
| Inceptionr LLC | 4,841 | $2.15M | 0.52% | +863+21.7% | Added |
| Twin Capital Management Inc | 4,891 | $2.17M | 0.28% | +6+0.1% | Added |
| Freedom Day Solutions, LLC | 4,894 | $2.17M | 0.58% | +4,894 | New |
| Cove Private Wealth, LLC | 4,955 | $2.20M | 0.50% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 4,984 | $2.21M | 0.05% | −187−3.6% | Reduced |
| Auxier Asset Management | 4,988 | $2.22M | 0.32% | −40−0.8% | Reduced |
| Hilltop National Bank | 5,001 | $2.22M | 0.53% | −158−3.1% | Reduced |
| Lecap Asset Management Ltd | 5,043 | $2.24M | 0.84% | +4,216+509.8% | Added |
| Summit Trail Advisors, LLC | 5,051 | $2.24M | 0.03% | +691+15.8% | Added |
| Banco Santander, S.A. | 5,068 | $2.25M | 0.02% | −579−10.3% | Reduced |
| Erste Asset Management GmbH | 5,230 | $2.27M | 0.02% | −29,250−84.8% | Reduced |
| CenterBook Partners LP | 5,180 | $2.30M | 0.12% | +5,180 | New |
| Brinker Capital Investments, LLC | 5,188 | $2.31M | 0.02% | −1,631−23.9% | Reduced |
| Hartford Investment Management Co | 5,206 | $2.31M | 0.07% | −150−2.8% | Reduced |
| Sivia Capital Partners, LLC | 5,228 | $2.32M | 0.45% | +2,675+104.8% | Added |
| Goelzer Investment Management, Inc. | 5,272 | $2.34M | 0.11% | +5,272 | New |
| Machina Capital S.A.S. | 5,288 | $2.35M | 0.46% | +4,064+332.0% | Added |
| Hennessy Advisors Inc | 5,300 | $2.36M | 0.09% | +5,300 | New |
| Linden Thomas Advisory Services, LLC | 5,311 | $2.36M | 0.23% | +1,026+23.9% | Added |
| Numerai GP LLC | 5,313 | $2.36M | 0.24% | +1,686+46.5% | Added |
| Chesley Taft & Associates LLC | 5,344 | $2.37M | 0.10% | 00.0% | Unchanged |
| Gabelli Funds LLC | 5,353 | $2.38M | 0.02% | +111+2.1% | Added |
| Brighton Jones LLC | 5,384 | $2.39M | 0.05% | +5,384 | New |
| Independent Advisor Alliance | 5,449 | $2.42M | 0.03% | −174−3.1% | Reduced |
| BlueStem Wealth Partners, LLC | 5,496 | $2.44M | 0.27% | −96−1.7% | Reduced |
| Campbell Capital Management Inc | 5,500 | $2.44M | 1.17% | +3,568+184.7% | Added |
| Mizuho Securities USA LLC | 5,519 | $2.45M | 0.06% | −1,246−18.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,532 | $2.46M | 0.12% | −816−12.9% | Reduced |
| Oppenheimer Asset Management Inc. | 5,627 | $2.50M | 0.03% | −613−9.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,686 | $2.53M | 0.03% | −358−5.9% | Reduced |
| Norinchukin Bank, The | 5,707 | $2.54M | 0.03% | −124−2.1% | Reduced |
| Intech Investment Management LLC | 5,728 | $2.55M | 0.03% | +1,944+51.4% | Added |
| Aurora Investment Counsel | 5,740 | $2.55M | 1.41% | −186−3.1% | Reduced |
| Caldwell Trust Co | 5,901 | $2.62M | 0.23% | +505+9.4% | Added |
| Nations Financial Group Inc, | 5,976 | $2.66M | 0.14% | +131+2.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,984 | $2.66M | 0.00% | −2,554−29.9% | Reduced |
| Savant Capital, LLC | 6,039 | $2.68M | 0.01% | +292+5.1% | Added |
| Aviance Capital Partners, LLC | 6,050 | $2.69M | 0.31% | +50+0.8% | Added |
| Baird Financial Group, Inc. | 6,149 | $2.73M | 0.00% | −921−13.0% | Reduced |
| Pacer Advisors, Inc. | 6,152 | $2.73M | 0.01% | −2,844−31.6% | Reduced |
| Cresset Asset Management, LLC | 6,169 | $2.74M | 0.01% | −169−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 6,179 | $2.75M | 0.02% | +3,369+119.9% | Added |
| BFSG, LLC | 6,214 | $2.76M | 0.26% | +226+3.8% | Added |
| NorthCrest Asset Manangement, LLC | 6,481 | $2.81M | 0.09% | −1,478−18.6% | Reduced |
| Kestra Advisory Services, LLC | 6,361 | $2.83M | 0.01% | −3,322−34.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,377 | $2.83M | 0.01% | −2,545−28.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,415 | $2.85M | 0.11% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,423 | $2.85M | 0.02% | +1,754+37.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,465 | $2.87M | 0.14% | +6,465 | New |
| Family Management Corp | 6,502 | $2.89M | 0.35% | +69+1.1% | Added |
| Carret Asset Management, LLC | 6,574 | $2.92M | 0.29% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,663 | $2.96M | 0.10% | −132−1.9% | Reduced |
| Bank Ozk | 6,706 | $2.98M | 1.05% | +489+7.9% | Added |
| CAPROCK Group, Inc. | 6,724 | $2.99M | 0.07% | +228+3.5% | Added |
| Zhang Financial LLC | 6,743 | $3.00M | 0.10% | +1,235+22.4% | Added |
| Bessemer Group Inc | 6,753 | $3.00M | 0.00% | −60−0.9% | Reduced |
| Johnson Investment Counsel Inc | 6,764 | $3.01M | 0.02% | +4+0.1% | Added |
| Vident Advisory, LLC | 6,780 | $3.01M | 0.03% | +520+8.3% | Added |
| Radnor Capital Management, LLC | 6,782 | $3.01M | 0.45% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 6,810 | $3.03M | 0.00% | +511+8.1% | Added |
| Allspring Global Investments Holdings, LLC | 6,969 | $3.04M | 0.01% | −202−2.8% | Reduced |
| Red Cedar Investment Management, LLC | 6,866 | $3.05M | 0.32% | −41−0.6% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 6,939 | $3.08M | 0.20% | −458−6.2% | Reduced |
| Laird Norton Trust Company, LLC | 6,962 | $3.09M | 0.07% | +10.0% | Added |
| Jackson Wealth Management, LLC | 7,002 | $3.11M | 0.32% | +69+1.0% | Added |