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 |
|---|---|---|---|---|---|
| waypoint wealth counsel | 841 | $373.7K | 0.19% | +249+42.1% | Added |
| Apella Capital, LLC | 820 | $374.2K | 0.01% | +54+7.0% | Added |
| Ashton Thomas Private Wealth, LLC | 844 | $375.1K | 0.01% | +92+12.2% | Added |
| RiverFront Investment Group, LLC | 844 | $375.1K | 0.01% | +844 | New |
| Fisher Asset Management, LLC | 845 | $375.7K | 0.00% | +43+5.4% | Added |
| Legato Capital Management LLC | 846 | $376.0K | 0.03% | −1,349−61.5% | Reduced |
| Sendero Wealth Management, LLC | 846 | $376.0K | 0.04% | −91−9.7% | Reduced |
| Optimist Retirement Group LLC | 847 | $376.4K | 0.17% | +195+29.9% | Added |
| Cookson Peirce & Co Inc | 851 | $378.2K | 0.02% | +851 | New |
| CenterStar Asset Management, LLC | 856 | $379.7K | 0.37% | +856 | New |
| Pinnacle Wealth Planning Services, Inc. | 855 | $380.0K | 0.04% | +24+2.9% | Added |
| Whittier Trust Co | 883 | $380.0K | 0.00% | −28−3.1% | Reduced |
| Everpar Advisors LLC | 858 | $381.3K | 0.13% | −21−2.4% | Reduced |
| Gladstone Institutional Advisory LLC | 861 | $382.7K | 0.01% | −840−49.4% | Reduced |
| Clark Capital Management Group, Inc. | 861 | $382.8K | 0.00% | +140+19.4% | Added |
| Hengehold Capital Management LLC | 864 | $384.0K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 877 | $384.5K | 0.02% | −601−40.7% | Reduced |
| Rainier Family Wealth Inc | 867 | $385.3K | 0.26% | +115+15.3% | Added |
| Shelton Capital Management | 876 | $389.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 877 | $389.7K | 0.04% | −1−0.1% | Reduced |
| Cigna Investments Inc | 880 | $391.0K | 0.06% | −53−5.7% | Reduced |
| Advisors Capital Management, LLC | 884 | $392.9K | 0.00% | +37+4.4% | Added |
| Baader Bank INC | 889 | $393.7K | 0.04% | +889 | New |
| Perfromance Wealth Partners, LLC | 890 | $395.5K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 893 | $396.8K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 893 | $396.8K | 0.17% | +75+9.2% | Added |
| Ramirez Asset Management, Inc. | 896 | $398.2K | 0.05% | −1,819−67.0% | Reduced |
| Fidelis Capital Partners, LLC | 898 | $399.1K | 0.03% | +33+3.8% | Added |
| Essex Financial Services, Inc. | 898 | $399.1K | 0.02% | −6−0.7% | Reduced |
| Cito Capital Group, LLC | 901 | $400.0K | 0.12% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 908 | $403.5K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 910 | $404.0K | 0.18% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 868 | $404.1K | 0.01% | +14+1.6% | Added |
| EntryPoint Capital, LLC | 910 | $404.4K | 0.12% | −1,722−65.4% | Reduced |
| MidFirst Bank | 913 | $405.7K | 0.03% | −3,358−78.6% | Reduced |
| Carr Financial Group Corp | 916 | $407.3K | 0.11% | +8+0.9% | Added |
| Kingswood Wealth Advisors, LLC | 921 | $409.5K | 0.02% | +63+7.3% | Added |
| Johnson Financial Group, Inc. | 926 | $411.5K | 0.01% | +1+0.1% | Added |
| Hills Bank & Trust Co | 932 | $414.2K | 0.02% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 935 | $415.5K | 0.27% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 938 | $416.8K | 0.11% | +1+0.1% | Added |
| Foundations Investment Advisors, LLC | 946 | $420.3K | 0.01% | +509+116.5% | Added |
| JBF Capital, Inc. | 950 | $422.2K | 0.06% | +425+81.0% | Added |
| Bailard, Inc. | 956 | $424.8K | 0.01% | +5+0.5% | Added |
| Aptus Capital Advisors, LLC | 957 | $425.3K | 0.00% | −289−23.2% | Reduced |
| Entruity Wealth, LLC | 960 | $426.6K | 0.29% | 00.0% | Unchanged |
| LMCG Investments, LLC | 964 | $428.4K | 0.03% | −9−0.9% | Reduced |
| GTS Securities LLC | 965 | $428.8K | 0.02% | −824−46.1% | Reduced |
| Ocean Capital Management, LLC | 965 | $428.9K | 0.09% | +2+0.2% | Added |
| Dakota Community Bank & Trust NA | 968 | $430.2K | 1.46% | −18−1.8% | Reduced |
| Oxford Asset Management LLP | 969 | $430.6K | 0.17% | +969 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 972 | $431.9K | 0.01% | +44+4.7% | Added |
| Simplicity Wealth,LLC | 978 | $434.4K | 0.02% | −124−11.3% | Reduced |
| SageView Advisory Group, LLC | 979 | $434.9K | 0.02% | −44−4.3% | Reduced |
| McRae Capital Management Inc | 985 | $437.7K | 0.09% | −50−4.8% | Reduced |
| Sovran Advisors, LLC | 924 | $438.6K | 0.03% | −73−7.3% | Reduced |
| MV Capital Management, Inc. | 988 | $439.1K | 0.04% | −4−0.4% | Reduced |
| Edgestream Partners, L.P. | 991 | $440.4K | 0.01% | −12,368−92.6% | Reduced |
| Everett Harris & Co | 991 | $440.4K | 0.01% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 960 | $442.9K | 0.03% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,000 | $444.4K | 0.19% | 00.0% | Unchanged |
| Renasant Bank | 1,001 | $444.8K | 0.31% | +15+1.5% | Added |
| Enzi Wealth | 1,010 | $448.8K | 0.16% | −4−0.4% | Reduced |
| Impact Investors, Inc | 1,011 | $449.3K | 0.31% | −1,355−57.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,029 | $449.3K | 0.08% | −135−11.6% | Reduced |
| Virtu Financial LLC | 1,013 | $450.0K | 0.02% | +1,013 | New |
| Fort Sheridan Advisors LLC | 1,014 | $450.6K | 0.05% | 00.0% | Unchanged |
| Somerset Trust Co | 1,014 | $450.6K | 0.14% | +3+0.3% | Added |
| Atomi Financial Group, Inc. | 1,014 | $450.6K | 0.01% | −55−5.1% | Reduced |
| First Business Financial Services, Inc. | 1,015 | $451.1K | 0.04% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,017 | $451.7K | 0.05% | −1−0.1% | Reduced |
| Anchyra Partners LLC | 1,017 | $452.0K | 0.14% | −11−1.1% | Reduced |
| Investment Research Partners LLC | 1,017 | $452.0K | 0.18% | −79−7.2% | Reduced |
| Laurel Wealth Planning LLC | 1,019 | $452.8K | 0.24% | +1,019 | New |
| denkapparat Operations GmbH | 1,022 | $454.2K | 0.19% | −366−26.4% | Reduced |
| Sterling Wealth Management, Inc. | 1,022 | $454.2K | 0.12% | +1+0.1% | Added |
| Optimize Financial Inc | 1,024 | $455.1K | 0.22% | +90+9.6% | Added |
| Gibbs Wealth Management | 1,032 | $458.6K | 0.06% | +1,032 | New |
| IFP Advisors, Inc | 1,039 | $461.7K | 0.01% | −372−26.4% | Reduced |
| Beacon Financial Group | 1,042 | $463.0K | 0.05% | −22−2.1% | Reduced |
| Cetera Trust Company, N.A | 1,050 | $466.6K | 0.26% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,050 | $466.6K | 0.02% | +1,050 | New |
| Becker Capital Management Inc | 1,055 | $468.8K | 0.01% | −41−3.7% | Reduced |
| Dorato Capital Management | 1,035 | $469.0K | 0.35% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,057 | $469.7K | 0.04% | −83−7.3% | Reduced |
| CIBC World Markets Inc. | 1,061 | $471.5K | 0.00% | −3,645−77.5% | Reduced |
| Harbour Investments, Inc. | 1,061 | $471.9K | 0.01% | +90+9.3% | Added |
| Wright Investors Service Inc | 1,064 | $472.8K | 0.15% | −627−37.1% | Reduced |
| Independence Bank of Kentucky | 1,072 | $476.4K | 0.06% | −15−1.4% | Reduced |
| Equitable Holdings, Inc. | 985 | $478.0K | 0.00% | +255+34.9% | Added |
| Ausdal Financial Partners, Inc. | 1,076 | $478.5K | 0.02% | −96−8.2% | Reduced |
| Eagle Global Advisors LLC | 1,080 | $480.0K | 0.02% | −20−1.8% | Reduced |
| B&L Asset Management LLC | 1,080 | $480.0K | 0.21% | 00.0% | Unchanged |
| Aries Wealth Management | 1,081 | $480.4K | 0.11% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,085 | $482.2K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,087 | $483.0K | 0.03% | +115+11.8% | Added |
| Fortis Capital Advisors, LLC | 1,090 | $484.4K | 0.06% | +1,090 | New |
| Payden & Rygel | 1,100 | $489.0K | 0.04% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,102 | $489.7K | 0.45% | +1,102 | New |
| Denali Advisors LLC | 1,102 | $489.7K | 0.05% | +1,102 | New |