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 |
|---|---|---|---|---|---|
| Financial Consulate, Inc | 32 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 32 | $14.2K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 32 | $14.2K | 0.01% | +32 | New |
| Cheviot Value Management, LLC | 33 | $14.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 33 | $14.7K | 0.01% | +22+200.0% | Added |
| Strategic Investment Solutions, Inc. | 33 | $14.7K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 34 | $15.1K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 34 | $15.3K | 0.01% | −13−27.7% | Reduced |
| Toth Financial Advisory Corp | 35 | $15.6K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 35 | $15.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $15.6K | 0.00% | +1+2.9% | Added |
| Rogco, LP | 37 | $16.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 37 | $16.4K | 0.00% | +26+236.4% | Added |
| Barnes Dennig Private Wealth Management LLC | 38 | $16.9K | 0.02% | +3+8.6% | Added |
| Board of the Pension Protection Fund | 40 | $17.8K | 0.02% | −80−66.7% | Reduced |
| Copia Wealth Management | 40 | $17.8K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 41 | $18.9K | 0.01% | 00.0% | Unchanged |
| Align Financial, LLC | 43 | $19.1K | 0.01% | −19,571−99.8% | Reduced |
| Atlantic Trust, LLC | 43 | $19.1K | 0.00% | −54−55.7% | Reduced |
| Financial Network Wealth Advisors LLC | 44 | $19.6K | 0.02% | +7+18.9% | Added |
| Bruce G. Allen Investments, LLC | 44 | $19.6K | 0.01% | +20+83.3% | Added |
| Financial Freedom, LLC | 45 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bayban | 45 | $20.0K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 45 | $20.0K | 0.01% | +10+28.6% | Added |
| CoreCap Advisors, LLC | 46 | $20.4K | 0.00% | −41−47.1% | Reduced |
| Solstein Capital, LLC | 46 | $20.4K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 47 | $20.9K | 0.01% | +47 | New |
| Valley National Advisers Inc | 49 | $21.0K | 0.00% | +9+22.5% | Added |
| SHP Wealth Management | 48 | $21.6K | 0.00% | +10+26.3% | Added |
| Financial Management Professionals, Inc. | 49 | $21.8K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 49 | $21.8K | 0.02% | +49 | New |
| Wolff Wiese Magana LLC | 50 | $22.2K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $22.2K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 51 | $22.6K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 51 | $22.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 53 | $23.6K | 0.02% | −4−7.0% | Reduced |
| AdvisorNet Financial, Inc | 53 | $23.6K | 0.00% | −2−3.6% | Reduced |
| Twin Lakes Capital Management, LLC | 53 | $23.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 55 | $24.4K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 55 | $24.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 56 | $24.9K | 0.01% | −54−49.1% | Reduced |
| Creative Capital Management Investments LLC | 56 | $24.9K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 57 | $25.3K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 57 | $25.3K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 59 | $26.2K | 0.01% | −1−1.7% | Reduced |
| TFC Financial Management | 59 | $26.2K | 0.00% | +20+51.3% | Added |
| Westside Investment Management, Inc. | 60 | $26.7K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 60 | $26.7K | 0.02% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 60 | $26.7K | 0.03% | +60 | New |
| Holos Integrated Wealth LLC | 62 | $26.8K | 0.01% | +2+3.3% | Added |
| Key Financial Inc | 61 | $27.1K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 61 | $27.1K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 63 | $28.0K | 0.02% | +63 | New |
| Cassaday & Co Wealth Management LLC | 63 | $28.0K | 0.00% | +63 | New |
| American National Bank | 64 | $28.4K | 0.00% | −1−1.5% | Reduced |
| Ares Financial Consulting, LLC | 66 | $28.8K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 67 | $29.1K | 0.00% | −31−31.6% | Reduced |
| Mascoma Wealth Management LLC | 66 | $29.3K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 67 | $29.8K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 68 | $30.2K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 72 | $32.0K | 0.02% | −19−20.9% | Reduced |
| Wealth Preservation Advisors, LLC | 73 | $32.4K | 0.03% | +13+21.7% | Added |
| Ritter Daniher Financial Advisory LLC | 76 | $33.8K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 77 | $34.2K | 0.03% | +77 | New |
| Adirondack Trust Co | 79 | $35.1K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 80 | $35.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 81 | $36.0K | 0.00% | +10+14.1% | Added |
| Abound Wealth Management | 81 | $36.1K | 0.01% | +2+2.5% | Added |
| Owl Creek Wealth Partners LLC | 84 | $37.3K | 0.01% | +84 | New |
| Albion Financial Group | 87 | $38.7K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 88 | $39.1K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $40.0K | 0.01% | −35−28.0% | Reduced |
| First Financial Corp | 90 | $40.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 91 | $40.4K | 0.01% | −1−1.1% | Reduced |
| Flagship Wealth Advisors, LLC | 80 | $42.7K | 0.02% | −105−56.8% | Reduced |
| Legend Capital Advisors LLC | 97 | $43.1K | 0.03% | +97 | New |
| JPL Wealth Management, LLC | 98 | $43.6K | 0.01% | +98 | New |
| Activest Wealth Management | 101 | $44.9K | 0.01% | +22+27.8% | Added |
| Phillip James Consulting Co. | 103 | $45.0K | 0.03% | +3+3.0% | Added |
| West Branch Capital LLC | 105 | $46.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 105 | $46.7K | 0.01% | +60+133.3% | Added |
| South State Corp. | 105 | $46.7K | 0.00% | +55+110.0% | Added |
| Alerus Financial NA | 106 | $47.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 110 | $48.9K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 111 | $49.3K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 111 | $49.3K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 111 | $49.3K | 0.01% | +47+73.4% | Added |
| Resources Management Corp | 115 | $51.0K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 116 | $51.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 117 | $52.0K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 118 | $52.7K | 0.03% | −194−62.2% | Reduced |
| Battery Global Advisors, LLC | 119 | $52.9K | 0.03% | −2−1.7% | Reduced |
| MCF Advisors LLC | 120 | $53.3K | 0.00% | +77+179.1% | Added |
| Zions Bancorporation, National Association | 121 | $53.8K | 0.00% | +46+61.3% | Added |
| High Point Wealth Management, LLC | 122 | $54.1K | 0.05% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 124 | $55.1K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 125 | $55.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 125 | $55.5K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 126 | $56.0K | 0.01% | +122+3,050.0% | Added |
| Tobam | 136 | $60.0K | 0.02% | −1,190−89.7% | Reduced |