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 |
|---|---|---|---|---|---|
| SCS Capital Management LLC | 603 | $267.8K | 0.00% | −120−16.6% | Reduced |
| Dougherty Wealth Advisers LLC | 603 | $268.0K | 0.17% | 00.0% | Unchanged |
| OFS Enterprise LLC | 603 | $268.0K | 0.08% | +603 | New |
| Institute for Wealth Management, LLC. | 605 | $268.9K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 606 | $269.3K | 0.05% | −85−12.3% | Reduced |
| Aspiriant, LLC | 612 | $272.0K | 0.01% | +612 | New |
| Naples Global Advisors, LLC | 614 | $272.9K | 0.02% | +614 | New |
| Renaissance Group LLC | 617 | $274.2K | 0.01% | −106−14.7% | Reduced |
| Resonant Capital Advisors, LLC | 619 | $275.1K | 0.01% | +71+13.0% | Added |
| Illumine Investment Management, LLC | 622 | $276.4K | 0.21% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 623 | $276.9K | 0.09% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 623 | $276.9K | 0.15% | 00.0% | Unchanged |
| Sun Financial Inc | 588 | $277.6K | 0.14% | −38−6.1% | Reduced |
| Peoples Financial Services Corp. | 625 | $277.7K | 0.13% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 625 | $277.8K | 0.11% | +625 | New |
| MTM Investment Management, LLC | 626 | $278.2K | 0.09% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 627 | $278.4K | 0.02% | +22+3.6% | Added |
| Nicolet Bankshares Inc | 640 | $279.5K | 0.01% | +230+56.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 629 | $279.5K | 0.08% | +629 | New |
| Schnieders Capital Management, LLC. | 630 | $280.0K | 0.04% | −187−22.9% | Reduced |
| VestGen Advisors, LLC | 600 | $282.1K | 0.01% | +600 | New |
| Gilman Hill Asset Management, LLC | 677 | $284.8K | 0.04% | −10−1.5% | Reduced |
| Royal Fund Management, LLC | 642 | $285.2K | 0.03% | −1−0.2% | Reduced |
| Valmark Advisers, Inc. | 643 | $285.8K | 0.00% | −2−0.3% | Reduced |
| CWA Asset Management Group, LLC | 646 | $287.1K | 0.01% | +27+4.4% | Added |
| Greenspring Advisors, LLC | 646 | $287.1K | 0.02% | +25+4.0% | Added |
| Abel Hall, LLC | 650 | $289.0K | 0.06% | −47−6.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 651 | $289.3K | 0.08% | +651 | New |
| Cidel Asset Management Inc | 652 | $289.8K | 0.02% | +159+32.3% | Added |
| Jefferies Financial Group Inc. | 656 | $291.5K | 0.00% | −1,473−69.2% | Reduced |
| Dean Investment Associates, LLC | 657 | $292.0K | 0.04% | −3,586−84.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 658 | $292.3K | 0.08% | +76+13.1% | Added |
| Ostrum Asset Management | 666 | $296.0K | 0.02% | +449+206.9% | Added |
| Northwest Bancshares, Inc. | 667 | $296.4K | 0.06% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 672 | $298.6K | 0.01% | 00.0% | Unchanged |
| Ledyard National Bank | 673 | $299.1K | 0.03% | +2+0.3% | Added |
| Roehl & Yi Investment Advisors, LLC | 674 | $299.5K | 0.11% | +674 | New |
| Ascent Group, LLC | 676 | $300.4K | 0.01% | −13−1.9% | Reduced |
| Focus Financial Network, Inc. | 678 | $301.2K | 0.01% | −126−15.7% | Reduced |
| WSFS Capital Management, LLC | 681 | $302.6K | 0.01% | −83−10.9% | Reduced |
| American Trust | 682 | $303.1K | 0.03% | +682 | New |
| One Wealth Capital Management, LLC | 638 | $303.3K | 0.13% | −150−19.0% | Reduced |
| Smith, Moore & Co. | 684 | $304.0K | 0.02% | 00.0% | Unchanged |
| Tevis Investment Management | 686 | $304.9K | 0.17% | +686 | New |
| Texas Capital Bank Wealth Management Services Inc | 691 | $307.1K | 0.02% | −15−2.1% | Reduced |
| Mindset Wealth Management, LLC | 698 | $310.2K | 0.08% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 688 | $311.6K | 0.02% | −54−7.3% | Reduced |
| M.E. Allison & Co., Inc. | 705 | $313.3K | 0.21% | 00.0% | Unchanged |
| Dakota Wealth Management | 710 | $315.5K | 0.01% | −7−1.0% | Reduced |
| Progressive Investment Management Corp | 720 | $320.0K | 0.08% | 00.0% | Unchanged |
| South Dakota Investment Council | 720 | $320.0K | 0.01% | +240+50.0% | Added |
| Legacy Financial Advisors, Inc. | 722 | $320.7K | 0.04% | +94+15.0% | Added |
| Frec Markets, Inc. | 723 | $321.3K | 0.05% | +160+28.4% | Added |
| OneAscent Wealth Management LLC | 726 | $322.6K | 0.11% | +7+1.0% | Added |
| Childress Capital Advisors, LLC | 727 | $323.3K | 0.06% | −79−9.8% | Reduced |
| Chicago Capital, LLC | 728 | $323.5K | 0.01% | −3−0.4% | Reduced |
| Canal Capital Management, LLC | 728 | $323.7K | 0.04% | −30−4.0% | Reduced |
| Wick Capital Partners, LLC | 734 | $326.0K | 0.06% | −66−8.3% | Reduced |
| Busey Wealth Management | 734 | $326.2K | 0.01% | −38−4.9% | Reduced |
| Oliver Luxxe Assets LLC | 736 | $327.1K | 0.05% | −11−1.5% | Reduced |
| Clayton Financial Group LLC | 739 | $328.4K | 0.17% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 742 | $329.7K | 0.02% | +742 | New |
| Pin Oak Investment Advisors Inc | 746 | $332.0K | 0.23% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 748 | $332.5K | 0.08% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 750 | $333.3K | 0.09% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 753 | $334.5K | 0.00% | +6+0.8% | Added |
| Beese Fulmer Investment Management, Inc. | 756 | $336.0K | 0.02% | +251+49.7% | Added |
| Catalyst Funds Management Pty Ltd | 757 | $336.4K | 0.06% | −163−17.7% | Reduced |
| Index Technologies Group LLC | 757 | $336.4K | 0.37% | −14−1.8% | Reduced |
| MorganRosel Wealth Management, LLC | 762 | $338.6K | 0.13% | −43−5.3% | Reduced |
| PDS Planning, Inc | 765 | $340.0K | 0.02% | −22−2.8% | Reduced |
| Caerus Investment Advisors, LLC | 771 | $342.6K | 0.14% | −703−47.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 772 | $343.1K | 0.14% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 775 | $344.4K | 0.02% | −78−9.1% | Reduced |
| Bravera Wealth | 777 | $345.3K | 0.16% | −89−10.3% | Reduced |
| First Nebraska Trust Co | 784 | $348.4K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 786 | $349.1K | 0.09% | +35+4.7% | Added |
| Keystone Financial Group | 736 | $349.4K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 787 | $349.7K | 0.01% | −179−18.5% | Reduced |
| GHP Investment Advisors, Inc. | 787 | $349.9K | 0.01% | +345+78.1% | Added |
| SRS Capital Advisors, Inc. | 790 | $352.8K | 0.01% | +475+150.8% | Added |
| Spahn Wealth & Retirement LLC | 795 | $353.3K | 0.45% | 00.0% | Unchanged |
| Groupama Asset Managment | 797 | $354.2K | 0.01% | +20+2.6% | Added |
| Schulhoff & Co Inc | 800 | $355.5K | 0.15% | 00.0% | Unchanged |
| 71 West Capital Partners | 803 | $356.9K | 0.02% | +111+16.0% | Added |
| WealthPlan Investment Management, LLC | 803 | $356.9K | 0.02% | +803 | New |
| Boothbay Fund Management, LLC | 806 | $358.2K | 0.01% | +382+90.1% | Added |
| Wellington Management Group LLP | 814 | $361.7K | 0.00% | +48+6.3% | Added |
| Cairn Investment Group, Inc. | 814 | $362.0K | 0.18% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 815 | $362.1K | 0.02% | +49+6.4% | Added |
| Great Waters Wealth Management | 819 | $363.8K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 821 | $364.9K | 0.03% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 764 | $365.1K | 0.08% | −61−7.4% | Reduced |
| Root Financial Partners, LLC | 822 | $365.3K | 0.02% | +393+91.6% | Added |
| Tradition Wealth Management, LLC | 823 | $365.8K | 0.03% | −2−0.2% | Reduced |
| Grove Bank & Trust | 826 | $367.1K | 0.04% | −18−2.1% | Reduced |
| Sowell Financial Services LLC | 833 | $370.1K | 0.01% | −323−27.9% | Reduced |
| Plimoth Trust Co LLC | 836 | $371.5K | 0.08% | −5−0.6% | Reduced |
| Joel Isaacson & Co., LLC | 837 | $372.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 840 | $373.3K | 0.05% | 00.0% | Unchanged |