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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 137 | $60.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $61.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 145 | $63.3K | 0.00% | −19−11.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 144 | $64.0K | 0.02% | +144 | New |
| Innovative Asset Advisors Group, LLC | 144 | $64.0K | 0.04% | +144 | New |
| Rexford Capital Inc | 147 | $65.3K | 0.05% | +24+19.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 148 | $65.8K | 0.01% | +4+2.8% | Added |
| Evermay Wealth Management LLC | 148 | $65.8K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 150 | $66.7K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 151 | $67.1K | 0.01% | −3−1.9% | Reduced |
| Silvant Capital Management LLC | 152 | $67.5K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 126 | $67.9K | 0.01% | −1,053−89.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 155 | $68.9K | 0.01% | +1+0.6% | Added |
| Capula Management Ltd | 155 | $68.9K | 0.00% | +155 | New |
| Morton Brown Family Wealth, LLC | 159 | $70.7K | 0.02% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 160 | $71.3K | 0.03% | +3+1.9% | Added |
| High Note Wealth, LLC | 162 | $72.0K | 0.01% | +7+4.5% | Added |
| Operose Advisors LLC | 163 | $72.4K | 0.02% | +4+2.5% | Added |
| Fortitude Family Office, LLC | 176 | $78.2K | 0.02% | +21+13.5% | Added |
| Generali Investments, Management Co LLC | 181 | $80.4K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 191 | $84.9K | 0.01% | 00.0% | Unchanged |
| Ballast Advisors LLC | 194 | $86.2K | 0.03% | +194 | New |
| Leo H. Evart, Inc. | 195 | $86.7K | 0.07% | +195 | New |
| Leonteq Securities AG | 200 | $88.9K | 0.01% | −770−79.4% | Reduced |
| Peck Wealth Management, LLC | 200 | $88.9K | 0.09% | −41−17.0% | Reduced |
| Kimelman & Baird, LLC | 200 | $88.9K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $88.9K | 0.06% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 196 | $89.9K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 203 | $90.2K | 0.01% | −6−2.9% | Reduced |
| Motco | 211 | $93.8K | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 213 | $94.6K | 0.00% | −11−4.9% | Reduced |
| S-Bank Fund Management Ltd | 218 | $96.9K | 0.01% | −8−3.5% | Reduced |
| Hamilton Capital Partners Inc. | 230 | $102.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 240 | $106.7K | 0.01% | +2+0.8% | Added |
| Transamerica Financial Advisors, Inc. | 240 | $106.9K | 0.01% | −259−51.9% | Reduced |
| Pinnacle Bancorp, Inc. | 241 | $107.1K | 0.03% | +43+21.7% | Added |
| CoreFirst Bank & Trust | 243 | $108.0K | 0.06% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 245 | $108.9K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 249 | $111.0K | 0.00% | −5−2.0% | Reduced |
| NBT Bank N A | 250 | $111.1K | 0.01% | −40−13.8% | Reduced |
| Princeton Global Asset Management LLC | 250 | $111.1K | 0.02% | −5−2.0% | Reduced |
| Onefund, LLC | 256 | $111.9K | 0.07% | −31−10.8% | Reduced |
| Heritage Wealth Advisors | 254 | $112.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 255 | $113.3K | 0.01% | −6−2.3% | Reduced |
| Field & Main Bank | 255 | $113.3K | 0.03% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 256 | $113.8K | 0.07% | +256 | New |
| Webster Bank, N. A. | 258 | $114.7K | 0.01% | −136−34.5% | Reduced |
| Centaurus Financial, Inc. | 261 | $116.0K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 262 | $116.4K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 257 | $116.9K | 0.02% | +1+0.4% | Added |
| Tompkins Financial Corp | 265 | $117.8K | 0.01% | +106+66.7% | Added |
| Anchor Investment Management, LLC | 270 | $120.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 276 | $122.7K | 0.15% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 278 | $123.5K | 0.01% | +95+51.9% | Added |
| Miller Capital Partners, Inc. | 280 | $124.4K | 0.06% | −17−5.7% | Reduced |
| Stephenson National Bank & Trust | 281 | $124.9K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 286 | $127.1K | 0.00% | +229+401.8% | Added |
| Westpac Banking Corp | 290 | $128.9K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 290 | $128.9K | 0.07% | +8+2.8% | Added |
| Essential Partners LLC | 294 | $130.7K | 0.04% | −581−66.4% | Reduced |
| Versant Capital Management, Inc | 299 | $132.9K | 0.01% | +53+21.5% | Added |
| Wall Street Access Asset Management, LLC | 306 | $136.0K | 0.03% | −29−8.7% | Reduced |
| Walleye Trading LLC | 308 | $136.9K | 0.00% | +308 | New |
| Roble, Belko & Company, Inc | 310 | $138.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 316 | $140.4K | 0.01% | +3+1.0% | Added |
| United Community Bank | 316 | $140.4K | 0.05% | +158+100.0% | Added |
| Hantz Financial Services, Inc. | 325 | $144.0K | 0.00% | +145+80.6% | Added |
| Basecamp Wealth Advisors LLC | 325 | $144.4K | 0.03% | +27+9.1% | Added |
| Bank of Jackson Hole Trust | 330 | $146.7K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 332 | $147.5K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 338 | $150.1K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 340 | $151.1K | 0.01% | −25−6.8% | Reduced |
| Wellington Grp LLC | 345 | $153.3K | 0.05% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 346 | $153.8K | 0.05% | −138−28.5% | Reduced |
| LRI Investments, LLC | 347 | $154.2K | 0.01% | −33−8.7% | Reduced |
| Cohen & Steers, Inc. | 350 | $156.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 355 | $157.8K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 395 | $175.5K | 0.05% | +144+57.4% | Added |
| TIAA Wealth Investment Management LLC | 400 | $177.8K | 0.00% | +400 | New |
| Sunbelt Securities, Inc. | 403 | $179.1K | 0.01% | +1+0.2% | Added |
| Westend Capital Management, LLC | 406 | $180.4K | 0.05% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 414 | $183.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 420 | $186.6K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 428 | $190.2K | 0.01% | −48−10.1% | Reduced |
| Hanson & Doremus Investment Management | 433 | $192.0K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 436 | $193.8K | 0.08% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 450 | $200.1K | 0.00% | −32−6.6% | Reduced |
| Prosperity Consulting Group, LLC | 451 | $200.4K | 0.01% | −5−1.1% | Reduced |
| Cambridge Financial Group, LLC | 453 | $201.3K | 0.07% | −453−50.0% | Reduced |
| Oslo Pensjonsforsikring AS | 454 | $201.8K | 0.03% | +454 | New |
| Rockland Trust Co | 454 | $201.8K | 0.01% | 00.0% | Unchanged |
| Tufton Capital Management | 455 | $202.0K | 0.04% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 455 | $202.2K | 0.00% | −81−15.1% | Reduced |
| Conning Inc. | 455 | $202.2K | 0.01% | −70−13.3% | Reduced |
| Mayflower Financial Advisors, LLC | 456 | $202.6K | 0.02% | +456 | New |
| Crews Bank & Trust | 458 | $203.5K | 0.03% | 00.0% | Unchanged |
| Abc Arbitrage SA | 459 | $204.0K | 0.03% | +459 | New |
| Capital Analysts, LLC | 460 | $204.0K | 0.01% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 460 | $204.4K | 0.06% | −128−21.8% | Reduced |
| Montag A & Associates Inc | 462 | $205.4K | 0.01% | 00.0% | Unchanged |