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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 1,106 | $491.0K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,109 | $492.8K | 0.01% | −87−7.3% | Reduced |
| OneAscent Investment Solutions LLC | 1,112 | $494.2K | 0.49% | +269+31.9% | Added |
| South Plains Financial, Inc. | 1,116 | $495.9K | 0.29% | +115+11.5% | Added |
| Berkshire Asset Management LLC | 1,126 | $500.6K | 0.02% | −135−10.7% | Reduced |
| Ellevest, Inc. | 1,133 | $503.5K | 0.07% | +136+13.6% | Added |
| Woodmont Investment Counsel LLC | 1,141 | $507.1K | 0.03% | +115+11.2% | Added |
| Flagship Harbor Advisors, LLC | 1,144 | $508.2K | 0.02% | −47−3.9% | Reduced |
| Segment Wealth Management, LLC | 1,146 | $509.3K | 0.03% | +43+3.9% | Added |
| Fire Capital Management LLC | 1,150 | $511.1K | 0.24% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 1,150 | $511.1K | 0.01% | +182+18.8% | Added |
| Qtron Investments LLC | 1,159 | $515.1K | 0.07% | +1+0.1% | Added |
| Valeo Financial Advisors, LLC | 1,160 | $515.5K | 0.01% | −823−41.5% | Reduced |
| KTF Investments, LLC | 1,165 | $517.7K | 0.09% | −240−17.1% | Reduced |
| Pallas Capital Advisors LLC | 1,170 | $519.9K | 0.02% | −327−21.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,214 | $522.5K | 0.01% | +88+7.8% | Added |
| Drive Wealth Management, LLC | 1,180 | $524.3K | 0.11% | −50−4.1% | Reduced |
| First National Bank of Omaha | 1,195 | $527.7K | 0.02% | +570+91.2% | Added |
| Rathbone Brothers plc | 1,188 | $527.9K | 0.00% | −12−1.0% | Reduced |
| Colter Lewis Investment Partners LLC | 1,188 | $527.9K | 0.50% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,190 | $528.8K | 0.02% | −15−1.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,190 | $528.8K | 0.01% | +282+31.1% | Added |
| Centiva Capital, LP | 1,196 | $531.5K | 0.02% | +1,196 | New |
| Weil Company, Inc. | 1,200 | $533.3K | 0.12% | 00.0% | Unchanged |
| Eastern Bank | 1,202 | $534.2K | 0.01% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,203 | $534.8K | 0.09% | −21−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 1,207 | $536.5K | 0.01% | −181−13.0% | Reduced |
| Synergy Financial Management, LLC | 1,208 | $536.8K | 0.06% | +1,208 | New |
| Jackson Thornton Asset Management, LLC | 1,208 | $539.2K | 0.05% | +575+90.8% | Added |
| Baker Tilly Wealth Management, LLC | 1,215 | $540.0K | 0.13% | −16−1.3% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,219 | $541.7K | 0.03% | −46−3.6% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $542.2K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,225 | $544.5K | 0.04% | +343+38.9% | Added |
| Evergreen Wealth Solutions, LLC | 1,228 | $545.9K | 0.04% | +54+4.6% | Added |
| Miracle Mile Advisors, LLC | 1,233 | $547.9K | 0.01% | −68−5.2% | Reduced |
| Custom Index Systems, LLC | 1,241 | $551.5K | 0.24% | −13−1.0% | Reduced |
| Green Harvest Asset Management LLC | 1,245 | $553.3K | 0.01% | +1+0.1% | Added |
| Aaron Wealth Advisors | 1,254 | $557.3K | 0.03% | −292−18.9% | Reduced |
| Trifecta Capital Advisors, LLC | 1,260 | $559.9K | 0.09% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,265 | $562.2K | 0.00% | −3,833−75.2% | Reduced |
| Wesbanco Bank Inc | 1,265 | $562.2K | 0.02% | −35−2.7% | Reduced |
| Old Port Advisors | 1,272 | $565.4K | 0.13% | +14+1.1% | Added |
| New Wave Wealth Advisors LLC | 1,278 | $567.9K | 0.20% | +409+47.1% | Added |
| Private Trust Co NA | 1,278 | $568.1K | 0.05% | +135+11.8% | Added |
| Pettee Investors, Inc. | 1,200 | $569.7K | 0.29% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,287 | $572.0K | 0.22% | −186−12.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,288 | $572.6K | 0.01% | −24−1.8% | Reduced |
| Charter Oak Capital Management, LLC | 1,295 | $575.4K | 0.04% | +2+0.2% | Added |
| Catalyst Financial Partners LLC | 1,300 | $577.7K | 0.07% | −36−2.7% | Reduced |
| Northcape Wealth Management, LLC | 1,300 | $577.7K | 0.16% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,306 | $580.6K | 0.01% | +1,306 | New |
| Robertson Stephens Wealth Management, LLC | 1,314 | $583.9K | 0.02% | +1+0.1% | Added |
| Argent Trust Co | 1,320 | $586.6K | 0.02% | −357−21.3% | Reduced |
| Piedmont Capital Management, LLC | 1,320 | $586.6K | 0.39% | 00.0% | Unchanged |
| Spire Wealth Management | 1,334 | $593.0K | 0.02% | +198+17.4% | Added |
| Stephens Inc | 1,336 | $593.8K | 0.01% | −31−2.3% | Reduced |
| Great Valley Advisor Group, Inc. | 1,339 | $594.7K | 0.01% | −25−1.8% | Reduced |
| Evolve Private Wealth, LLC | 1,342 | $596.4K | 0.03% | +321+31.4% | Added |
| Wedbush Securities Inc | 1,345 | $598.0K | 0.02% | −238−15.0% | Reduced |
| Sagespring Wealth Partners, LLC | 1,369 | $608.3K | 0.01% | +73+5.6% | Added |
| Pointe Capital Management LLC | 1,372 | $609.7K | 0.30% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,377 | $611.9K | 0.02% | +141+11.4% | Added |
| NBC Securities, Inc. | 1,381 | $613.7K | 0.05% | +39+2.9% | Added |
| Mission Wealth Management, LP | 1,382 | $614.0K | 0.01% | +53+4.0% | Added |
| 3Chopt Investment Partners, LLC | 1,387 | $616.4K | 0.14% | +252+22.2% | Added |
| Lyell Wealth Management, LP | 1,392 | $618.6K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,393 | $619.0K | 0.07% | +1,393 | New |
| Integrated Advisors Network LLC | 1,396 | $620.5K | 0.03% | −43−3.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,400 | $622.2K | 0.21% | +784+127.3% | Added |
| Strathmore Capital Advisors, Inc. | 1,346 | $624.7K | 0.18% | −1−0.1% | Reduced |
| Oak Ridge Investments LLC | 1,407 | $625.3K | 0.04% | −4−0.3% | Reduced |
| Crewe Advisors LLC | 1,409 | $626.2K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,414 | $628.3K | 0.01% | −83−5.5% | Reduced |
| Capstone Investment Advisors, LLC | 1,430 | $635.5K | 0.01% | +511+55.6% | Added |
| Insigneo Advisory Services, LLC | 1,438 | $639.1K | 0.05% | +71+5.2% | Added |
| ROI Financial Advisors, LLC | 1,439 | $639.6K | 0.38% | −33−2.2% | Reduced |
| Ballentine Partners, LLC | 1,440 | $639.9K | 0.01% | −101−6.6% | Reduced |
| Accel Wealth Management | 1,447 | $642.9K | 0.17% | +5+0.3% | Added |
| Kornitzer Capital Management Inc | 1,450 | $644.4K | 0.01% | −10,085−87.4% | Reduced |
| Premier Path Wealth Partners, LLC | 1,452 | $645.3K | 0.08% | +130+9.8% | Added |
| Boston Family Office LLC | 1,458 | $648.0K | 0.04% | +1,458 | New |
| Elyxium Wealth, LLC | 1,473 | $654.7K | 0.21% | +20+1.4% | Added |
| Exchange Traded Concepts, LLC | 1,475 | $655.5K | 0.01% | +1,000+210.5% | Added |
| Tema ETFs LLC | 1,478 | $656.8K | 0.04% | +7+0.5% | Added |
| PFG Investments, LLC | 1,481 | $658.0K | 0.03% | −7−0.5% | Reduced |
| Parcion Private Wealth LLC | 1,483 | $659.0K | 0.04% | +69+4.9% | Added |
| Scientech Research LLC | 1,489 | $661.7K | 0.55% | +402+37.0% | Added |
| Polymer Capital Management (US) LLC | 1,500 | $666.6K | 0.10% | −3,790−71.6% | Reduced |
| Dodge & Cox | 1,500 | $666.6K | 0.00% | 00.0% | Unchanged |
| Ibex Investors LLC | 1,500 | $666.6K | 0.46% | +1,500 | New |
| Everence Capital Management Inc | 1,540 | $684.0K | 0.04% | 00.0% | Unchanged |
| First Bank & Trust | 1,553 | $690.2K | 0.11% | −300−16.2% | Reduced |
| First County Bank | 1,553 | $690.2K | 0.37% | +698+81.6% | Added |
| Evoke Wealth, LLC | 1,555 | $691.4K | 0.01% | +485+45.3% | Added |
| Marble Wealth, LLC | 1,557 | $691.9K | 0.12% | −150−8.8% | Reduced |
| Virginia Retirement Systems Et Al | 1,560 | $693.3K | 0.01% | −31,840−95.3% | Reduced |
| Modern Wealth Management, LLC | 1,596 | $696.9K | 0.01% | +94+6.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,569 | $697.3K | 0.03% | +1,569 | New |
| Armis Advisers, LLC | 1,486 | $697.3K | 0.07% | −119−7.4% | Reduced |
| Hancock Whitney Corp | 1,488 | $700.3K | 0.01% | 00.0% | Unchanged |