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 |
|---|---|---|---|---|---|
| Skba Capital Management LLC | 1,590 | $706.6K | 0.10% | −450−22.1% | Reduced |
| St Germain D J Co Inc | 1,590 | $706.6K | 0.03% | −36−2.2% | Reduced |
| Grimes & Company, Inc. | 1,592 | $707.4K | 0.02% | +53+3.4% | Added |
| Empirical Asset Management, LLC | 1,593 | $707.9K | 0.19% | +1,593 | New |
| Catalytic Wealth RIA, LLC | 1,603 | $712.4K | 0.03% | −3−0.2% | Reduced |
| Savvy Advisors, Inc. | 1,605 | $713.1K | 0.02% | +479+42.5% | Added |
| Pennsylvania Capital Management Inc | 1,606 | $713.7K | 0.20% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,613 | $716.8K | 0.05% | −1−0.1% | Reduced |
| Searle & Co. | 1,615 | $717.8K | 0.18% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 1,616 | $718.3K | 0.24% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 1,635 | $726.4K | 0.04% | −39−2.3% | Reduced |
| TigerOak Management, L.L.C. | 1,645 | $731.0K | 0.23% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,650 | $733.3K | 0.02% | +4+0.2% | Added |
| AlphaGrep UK Ltd | 1,657 | $736.4K | 0.22% | −856−34.1% | Reduced |
| Marshall Financial Group LLC | 1,657 | $736.4K | 0.12% | +27+1.7% | Added |
| Spinnaker Trust | 1,685 | $748.8K | 0.04% | 00.0% | Unchanged |
| Park National Corp | 1,696 | $753.7K | 0.02% | +700+70.3% | Added |
| Adelphi Trust Co | 1,697 | $754.1K | 0.61% | +204+13.7% | Added |
| Wealthspire Advisors, LLC | 1,698 | $754.4K | 0.01% | −958−36.1% | Reduced |
| Smithfield Trust Co | 1,715 | $761.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,715 | $762.3K | 0.02% | −219−11.3% | Reduced |
| Cary Street Partners Financial LLC | 1,728 | $767.9K | 0.02% | −2−0.1% | Reduced |
| Krilogy Financial LLC | 1,674 | $768.3K | 0.02% | −396−19.1% | Reduced |
| First Citizens Bank & Trust Co | 1,730 | $768.8K | 0.02% | −33−1.9% | Reduced |
| Convergence Investment Partners, LLC | 1,735 | $771.1K | 0.13% | +1,735 | New |
| Aquatic Capital Management LLC | 1,737 | $771.9K | 0.02% | −6,432−78.7% | Reduced |
| Westerkirk Capital Inc. | 1,764 | $783.9K | 0.08% | −136−7.2% | Reduced |
| Howard Capital Management Group, LLC | 1,787 | $794.1K | 0.05% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,790 | $795.5K | 0.23% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,790 | $795.6K | 0.06% | −98−5.2% | Reduced |
| Pinnacle Associates Ltd | 1,800 | $800.1K | 0.01% | +302+20.2% | Added |
| Moneta Group Investment Advisors LLC | 1,806 | $802.8K | 0.01% | −77−4.1% | Reduced |
| Rothschild Investment LLC | 1,818 | $808.1K | 0.04% | +432+31.2% | Added |
| Snowden Capital Advisors LLC | 1,825 | $811.0K | 0.02% | −285−13.5% | Reduced |
| Ritholtz Wealth Management | 1,839 | $817.2K | 0.01% | −137−6.9% | Reduced |
| Norden Group LLC | 1,839 | $817.5K | 0.08% | +2+0.1% | Added |
| Legacy Trust | 1,848 | $821.3K | 0.16% | −1−0.1% | Reduced |
| 111 Capital | 1,856 | $824.8K | 0.20% | +1,856 | New |
| Fort Point Capital Partners LLC | 1,864 | $828.4K | 0.11% | −85−4.4% | Reduced |
| Prudential PLC | 1,875 | $833.3K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 1,934 | $859.5K | 0.74% | −6−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,962 | $872.1K | 0.01% | −509−20.6% | Reduced |
| Evergreen Capital Management LLC | 1,964 | $872.8K | 0.02% | +98+5.3% | Added |
| Fundamentun, LLC | 1,967 | $874.4K | 0.04% | +309+18.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,985 | $882.3K | 0.02% | +91+4.8% | Added |
| AE Wealth Management LLC | 1,988 | $883.3K | 0.00% | −2,254−53.1% | Reduced |
| Guinness Asset Management LTD | 2,002 | $889.7K | 0.02% | −21−1.0% | Reduced |
| Manchester Capital Management LLC | 2,008 | $892.4K | 0.13% | −8−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,008 | $892.4K | 0.05% | +1,012+101.6% | Added |
| Kinneret Advisory, LLC | 2,014 | $895.0K | 0.08% | −89−4.2% | Reduced |
| Personal Cfo Solutions, LLC | 2,023 | $898.9K | 0.13% | +33+1.7% | Added |
| Round Rock Advisors, LLC | 2,023 | $899.0K | 0.14% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,031 | $902.6K | 0.05% | +890+78.0% | Added |
| Assetmark, Inc | 2,037 | $905.1K | 0.00% | +16+0.8% | Added |
| Bull Harbor Capital LLC | 2,043 | $907.9K | 0.24% | +2,043 | New |
| Ossiam | 2,047 | $909.7K | 0.02% | +752+58.1% | Added |
| Adapt Wealth Advisors, LLC | 2,092 | $929.7K | 0.34% | +64+3.2% | Added |
| Fielder Capital Group LLC | 2,093 | $930.0K | 0.20% | +19+0.9% | Added |
| Banque Cantonale Vaudoise | 2,103 | $934.0K | 0.04% | +1,505+251.7% | Added |
| Novem Group | 2,107 | $936.5K | 0.11% | +107+5.4% | Added |
| Mesirow Financial Investment Management, Inc. | 2,127 | $945.2K | 0.02% | −23−1.1% | Reduced |
| Opal Capital LLC | 2,130 | $946.6K | 0.17% | +1,744+451.8% | Added |
| Sentinus, LLC | 2,144 | $952.7K | 0.09% | +296+16.0% | Added |
| TCW Group Inc | 2,159 | $959.5K | 0.01% | −32−1.5% | Reduced |
| Transcend Wealth Collective, LLC | 2,174 | $966.1K | 0.08% | +167+8.3% | Added |
| Basepoint Wealth LLC | 2,180 | $969.0K | 0.55% | +7+0.3% | Added |
| Concurrent Investment Advisors, LLC | 2,183 | $970.0K | 0.01% | +34+1.6% | Added |
| Advisors Asset Management, Inc. | 2,210 | $982.1K | 0.02% | −42−1.9% | Reduced |
| WealthTrust Asset Management, LLC | 2,212 | $983.0K | 0.59% | +745+50.8% | Added |
| Gratus Wealth Advisors, LLC | 2,233 | $992.4K | 0.14% | +76+3.5% | Added |
| We Are One Seven, LLC | 2,239 | $995.1K | 0.02% | −172−7.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,143 | $1.00M | 0.02% | +505+30.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,278 | $1.01M | 0.03% | +300+15.2% | Added |
| Affinity Investment Advisors, LLC | 2,279 | $1.01M | 0.63% | −678−22.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,308 | $1.03M | 0.03% | +477+26.1% | Added |
| NewEdge Wealth, LLC | 2,325 | $1.03M | 0.01% | −2,442−51.2% | Reduced |
| TD Private Client Wealth LLC | 2,336 | $1.04M | 0.02% | −3,665−61.1% | Reduced |
| Diversify Wealth Management, LLC | 2,189 | $1.04M | 0.02% | +2,189 | New |
| Penserra Capital Management LLC | 2,359 | $1.05M | 0.01% | +1,839+353.7% | Added |
| Gotham Asset Management, LLC | 2,364 | $1.05M | 0.00% | +337+16.6% | Added |
| Redwood Investment Management, LLC | 2,375 | $1.05M | 0.13% | +134+6.0% | Added |
| Nomura Holdings Inc | 2,398 | $1.07M | 0.01% | +116+5.1% | Added |
| Signaturefd, LLC | 2,400 | $1.07M | 0.02% | −66−2.7% | Reduced |
| Sandy Cove Advisors, LLC | 2,413 | $1.07M | 0.32% | +19+0.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,419 | $1.07M | 0.00% | +10+0.4% | Added |
| FIL Ltd | 2,438 | $1.08M | 0.00% | −19,246−88.8% | Reduced |
| Hillsdale Investment Management Inc. | 2,440 | $1.08M | 0.03% | +340+16.2% | Added |
| IMC-Chicago, LLC | 2,454 | $1.09M | 0.02% | +2,454 | New |
| Skopos Labs, Inc. | 2,459 | $1.09M | 0.03% | +364+17.4% | Added |
| Vectors Research Management, LLC | 2,480 | $1.10M | 0.32% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 2,490 | $1.11M | 0.06% | −23,826−90.5% | Reduced |
| Zacks Investment Management | 2,495 | $1.11M | 0.01% | −72,670−96.7% | Reduced |
| Varma Mutual Pension Insurance Co | 2,500 | $1.11M | 0.01% | 00.0% | Unchanged |
| EFG International AG | 2,506 | $1.11M | 0.02% | −633−20.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,514 | $1.12M | 0.08% | 00.0% | Unchanged |
| Greenleaf Trust | 2,521 | $1.12M | 0.01% | −22−0.9% | Reduced |
| Securian Asset Management, Inc | 2,526 | $1.12M | 0.04% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 2,526 | $1.12M | 0.07% | +23+0.9% | Added |
| V-Square Quantitative Management LLC | 2,529 | $1.12M | 0.12% | −18−0.7% | Reduced |
| Brendel Financial Advisors LLC | 2,534 | $1.13M | 0.56% | −434−14.6% | Reduced |