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 |
|---|---|---|---|---|---|
| 1776 Wealth LLC | 463 | $205.8K | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 466 | $207.0K | 0.00% | +9+2.0% | Added |
| Exencial Wealth Advisors, LLC | 466 | $207.1K | 0.01% | −23−4.7% | Reduced |
| Quotient Wealth Partners, LLC | 468 | $208.0K | 0.01% | +6+1.3% | Added |
| Stock Yards Bank & Trust Co | 469 | $208.4K | 0.01% | 00.0% | Unchanged |
| Alpha Family Trust | 470 | $208.9K | 0.10% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 469 | $209.0K | 0.01% | +21+4.7% | Added |
| Cherry Tree Wealth Management, LLC | 474 | $210.6K | 0.04% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 475 | $211.1K | 0.11% | +475 | New |
| Tred Avon Family Wealth, LLC | 477 | $212.0K | 0.07% | −45−8.6% | Reduced |
| Argent Capital Management LLC | 477 | $212.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 478 | $212.4K | 0.06% | +478 | New |
| Confluence Investment Management LLC | 480 | $213.3K | 0.00% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 481 | $213.6K | 0.02% | −31−6.1% | Reduced |
| Cozad Asset Management Inc | 481 | $213.8K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 481 | $213.9K | 0.04% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 482 | $214.2K | 0.19% | −122−20.2% | Reduced |
| Western Wealth Management, LLC | 482 | $214.3K | 0.01% | −8−1.6% | Reduced |
| WBH Advisory Inc | 491 | $214.3K | 0.02% | −2−0.4% | Reduced |
| Trust Co | 483 | $214.5K | 0.02% | +2+0.4% | Added |
| Prelude Capital Management, LLC | 483 | $214.6K | 0.02% | −307−38.9% | Reduced |
| Guardian Wealth Advisors, LLC | 485 | $215.5K | 0.01% | +6+1.3% | Added |
| Revisor Wealth Management LLC | 486 | $216.0K | 0.06% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 488 | $216.9K | 0.02% | −150−23.5% | Reduced |
| Avidian Wealth Solutions, LLC | 490 | $217.9K | 0.01% | −20−3.9% | Reduced |
| Buffalo Business & Estate Services Ltd | 491 | $218.4K | 0.03% | −249−33.6% | Reduced |
| Invested Advisors | 492 | $218.6K | 0.22% | +15+3.1% | Added |
| Keebeck Alpha, LP | 492 | $218.6K | 0.67% | +492 | New |
| Clifford Swan Investment Counsel LLC | 493 | $219.1K | 0.01% | −25−4.8% | Reduced |
| Patton Fund Management, Inc. | 493 | $219.1K | 0.04% | 00.0% | Unchanged |
| Hill Island Financial LLC | 496 | $220.4K | 0.05% | +496 | New |
| Oppenheimer & Co Inc | 500 | $222.2K | 0.00% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 500 | $222.2K | 0.11% | 00.0% | Unchanged |
| StoneX Group Inc. | 501 | $222.3K | 0.01% | +15+3.1% | Added |
| Michels Family Financial, LLC | 502 | $223.2K | 0.16% | −12−2.3% | Reduced |
| Evercore Wealth Management, LLC | 503 | $223.5K | 0.00% | −334−39.9% | Reduced |
| River Wealth Advisors LLC | 503 | $223.5K | 0.03% | +3+0.6% | Added |
| Delta Investment Management, LLC | 503 | $223.6K | 0.04% | +1+0.2% | Added |
| Independent Financial Group, LLC | 504 | $223.9K | 0.01% | −44−8.0% | Reduced |
| Revolve Wealth Partners, LLC | 504 | $224.0K | 0.03% | +7+1.4% | Added |
| Avantax Planning Partners, Inc. | 506 | $224.9K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 506 | $224.9K | 0.02% | 00.0% | Unchanged |
| Natural Investments, LLC | 509 | $226.0K | 0.06% | −7−1.4% | Reduced |
| HORAN Wealth, LLC | 463 | $227.0K | 0.02% | −4−0.9% | Reduced |
| Cornerstone Wealth Group, LLC | 494 | $227.7K | 0.01% | −38−7.1% | Reduced |
| KCM Investment Advisors LLC | 513 | $228.0K | 0.01% | +10+2.0% | Added |
| Clark Financial Services Group Inc | 515 | $228.9K | 0.13% | +28+5.7% | Added |
| CVA Family Office, LLC | 515 | $228.9K | 0.02% | +99+23.8% | Added |
| Flatrock Wealth Partners LLC | 515 | $229.0K | 0.10% | +41+8.6% | Added |
| Sunbeam Capital Management, LLC | 516 | $229.3K | 0.13% | +14+2.8% | Added |
| Paragon Private Wealth Management, LLC | 520 | $230.9K | 0.07% | −173−25.0% | Reduced |
| Avail Investment Partners, LLC | 525 | $233.0K | 0.25% | +525 | New |
| Wilkins Investment Counsel Inc | 525 | $233.3K | 0.03% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 525 | $233.3K | 0.02% | +63+13.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 526 | $233.6K | 0.02% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 527 | $234.2K | 0.05% | +22+4.4% | Added |
| Kiley Juergens Wealth Management, LLC | 536 | $238.2K | 0.04% | +536 | New |
| Wealthstar Advisors, LLC | 538 | $239.1K | 0.14% | 00.0% | Unchanged |
| Keel Point, LLC | 538 | $239.1K | 0.02% | −865−61.7% | Reduced |
| Ignite Planners, LLC | 542 | $240.9K | 0.04% | −541−50.0% | Reduced |
| Advyzon Investment Management, LLC | 547 | $242.9K | 0.02% | −89−14.0% | Reduced |
| Philadelphia Trust Co | 550 | $244.0K | 0.02% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 551 | $244.7K | 0.13% | +2+0.4% | Added |
| Emprise Bank | 551 | $244.9K | 0.10% | −7−1.3% | Reduced |
| Hobbs Group Advisors, LLC | 551 | $244.9K | 0.07% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 552 | $245.3K | 0.06% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 553 | $245.8K | 0.08% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 553 | $245.8K | 0.03% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 553 | $245.8K | 0.03% | +553 | New |
| OpenArc Corporate Advisory, LLC | 555 | $246.6K | 0.00% | −17−3.0% | Reduced |
| Cornerstone Planning Group LLC | 522 | $247.7K | 0.03% | −19−3.5% | Reduced |
| IHT Wealth Management, LLC | 558 | $247.8K | 0.01% | −137−19.7% | Reduced |
| Portside Wealth Group, LLC | 559 | $248.4K | 0.03% | −7−1.2% | Reduced |
| Heritage Investment Group, Inc. | 560 | $248.9K | 0.04% | −1−0.2% | Reduced |
| Crestwood Advisors Group LLC | 561 | $249.3K | 0.00% | −1,150−67.2% | Reduced |
| Five Oceans Advisors | 563 | $250.2K | 0.09% | −3−0.5% | Reduced |
| Accredited Investors Inc. | 565 | $251.1K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 567 | $252.0K | 0.05% | −720−55.9% | Reduced |
| Narus Financial Partners, LLC | 567 | $252.0K | 0.07% | −75−11.7% | Reduced |
| Claro Advisors LLC | 568 | $252.5K | 0.03% | +568 | New |
| Liberty Square Wealth Partners LLC | 572 | $254.2K | 0.07% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 577 | $256.4K | 0.13% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 579 | $257.0K | 0.01% | −32−5.2% | Reduced |
| Chesapeake Wealth Management | 580 | $257.8K | 0.08% | −35−5.7% | Reduced |
| Knightsbridge Asset Management, LLC | 580 | $257.8K | 0.03% | +100+20.8% | Added |
| Capital Performance Advisors LLP | 582 | $258.4K | 0.02% | +35+6.4% | Added |
| Platform Technology Partners | 582 | $258.6K | 0.05% | +94+19.3% | Added |
| Fairvoy Private Wealth, LLC | 583 | $259.1K | 0.06% | −29−4.7% | Reduced |
| QTR Family Wealth, LLC | 563 | $260.3K | 0.11% | −8−1.4% | Reduced |
| Washington Capital Management Inc | 586 | $260.4K | 0.22% | 00.0% | Unchanged |
| Americana Partners, LLC | 593 | $263.5K | 0.01% | +593 | New |
| GenTrust, LLC | 593 | $263.5K | 0.01% | +66+12.5% | Added |
| Core Alternative Capital | 596 | $264.9K | 0.08% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 555 | $265.3K | 0.09% | −385−41.0% | Reduced |
| Summit Wealth Partners, LLC | 599 | $266.2K | 0.04% | +599 | New |
| Paradigm Asset Management Co LLC | 600 | $266.6K | 0.06% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 600 | $266.6K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 600 | $266.6K | 0.01% | +600 | New |
| Ronald Blue Trust, Inc. | 600 | $266.7K | 0.00% | −17−2.8% | Reduced |
| SlateStone Wealth, LLC | 601 | $267.0K | 0.02% | −56−8.5% | Reduced |