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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 822 | $365.3K | 0.02% | +393+91.6% | Added |
| Astoria Portfolio Advisors LLC. | 764 | $365.1K | 0.08% | −61−7.4% | Reduced |
| N.E.W. Advisory Services LLC | 821 | $364.9K | 0.03% | 00.0% | Unchanged |
| Great Waters Wealth Management | 819 | $363.8K | 0.04% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 815 | $362.1K | 0.02% | +49+6.4% | Added |
| Cairn Investment Group, Inc. | 814 | $362.0K | 0.18% | 00.0% | Unchanged |
| Wellington Management Group LLP | 814 | $361.7K | 0.00% | +48+6.3% | Added |
| Boothbay Fund Management, LLC | 806 | $358.2K | 0.01% | +382+90.1% | Added |
| WealthPlan Investment Management, LLC | 803 | $356.9K | 0.02% | +803 | New |
| 71 West Capital Partners | 803 | $356.9K | 0.02% | +111+16.0% | Added |
| Schulhoff & Co Inc | 800 | $355.5K | 0.15% | 00.0% | Unchanged |
| Groupama Asset Managment | 797 | $354.2K | 0.01% | +20+2.6% | Added |
| Spahn Wealth & Retirement LLC | 795 | $353.3K | 0.45% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 790 | $352.8K | 0.01% | +475+150.8% | Added |
| GHP Investment Advisors, Inc. | 787 | $349.9K | 0.01% | +345+78.1% | Added |
| Profund Advisors LLC | 787 | $349.7K | 0.01% | −179−18.5% | Reduced |
| Keystone Financial Group | 736 | $349.4K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 786 | $349.1K | 0.09% | +35+4.7% | Added |
| First Nebraska Trust Co | 784 | $348.4K | 0.03% | 00.0% | Unchanged |
| Bravera Wealth | 777 | $345.3K | 0.16% | −89−10.3% | Reduced |
| Kathmere Capital Management, LLC | 775 | $344.4K | 0.02% | −78−9.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 772 | $343.1K | 0.14% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 771 | $342.6K | 0.14% | −703−47.7% | Reduced |
| PDS Planning, Inc | 765 | $340.0K | 0.02% | −22−2.8% | Reduced |
| MorganRosel Wealth Management, LLC | 762 | $338.6K | 0.13% | −43−5.3% | Reduced |
| 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 |
| Beese Fulmer Investment Management, Inc. | 756 | $336.0K | 0.02% | +251+49.7% | Added |
| Tocqueville Asset Management L.P. | 753 | $334.5K | 0.00% | +6+0.8% | Added |
| Burke & Herbert Bank & Trust Co | 750 | $333.3K | 0.09% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 748 | $332.5K | 0.08% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 746 | $332.0K | 0.23% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 742 | $329.7K | 0.02% | +742 | New |
| Clayton Financial Group LLC | 739 | $328.4K | 0.17% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 736 | $327.1K | 0.05% | −11−1.5% | Reduced |
| Busey Wealth Management | 734 | $326.2K | 0.01% | −38−4.9% | Reduced |
| Wick Capital Partners, LLC | 734 | $326.0K | 0.06% | −66−8.3% | Reduced |
| Canal Capital Management, LLC | 728 | $323.7K | 0.04% | −30−4.0% | Reduced |
| Chicago Capital, LLC | 728 | $323.5K | 0.01% | −3−0.4% | Reduced |
| Childress Capital Advisors, LLC | 727 | $323.3K | 0.06% | −79−9.8% | Reduced |
| OneAscent Wealth Management LLC | 726 | $322.6K | 0.11% | +7+1.0% | Added |
| Frec Markets, Inc. | 723 | $321.3K | 0.05% | +160+28.4% | Added |
| Legacy Financial Advisors, Inc. | 722 | $320.7K | 0.04% | +94+15.0% | Added |
| South Dakota Investment Council | 720 | $320.0K | 0.01% | +240+50.0% | Added |
| Progressive Investment Management Corp | 720 | $320.0K | 0.08% | 00.0% | Unchanged |
| Dakota Wealth Management | 710 | $315.5K | 0.01% | −7−1.0% | Reduced |
| M.E. Allison & Co., Inc. | 705 | $313.3K | 0.21% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 688 | $311.6K | 0.02% | −54−7.3% | Reduced |
| Mindset Wealth Management, LLC | 698 | $310.2K | 0.08% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 691 | $307.1K | 0.02% | −15−2.1% | Reduced |
| Tevis Investment Management | 686 | $304.9K | 0.17% | +686 | New |
| Smith, Moore & Co. | 684 | $304.0K | 0.02% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 638 | $303.3K | 0.13% | −150−19.0% | Reduced |
| American Trust | 682 | $303.1K | 0.03% | +682 | New |
| WSFS Capital Management, LLC | 681 | $302.6K | 0.01% | −83−10.9% | Reduced |
| Focus Financial Network, Inc. | 678 | $301.2K | 0.01% | −126−15.7% | Reduced |
| Ascent Group, LLC | 676 | $300.4K | 0.01% | −13−1.9% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 674 | $299.5K | 0.11% | +674 | New |
| Ledyard National Bank | 673 | $299.1K | 0.03% | +2+0.3% | Added |
| Acropolis Investment Management, LLC | 672 | $298.6K | 0.01% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 667 | $296.4K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 666 | $296.0K | 0.02% | +449+206.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 658 | $292.3K | 0.08% | +76+13.1% | Added |
| Dean Investment Associates, LLC | 657 | $292.0K | 0.04% | −3,586−84.5% | Reduced |
| Jefferies Financial Group Inc. | 656 | $291.5K | 0.00% | −1,473−69.2% | Reduced |
| Cidel Asset Management Inc | 652 | $289.8K | 0.02% | +159+32.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 651 | $289.3K | 0.08% | +651 | New |
| Abel Hall, LLC | 650 | $289.0K | 0.06% | −47−6.7% | Reduced |
| Greenspring Advisors, LLC | 646 | $287.1K | 0.02% | +25+4.0% | Added |
| CWA Asset Management Group, LLC | 646 | $287.1K | 0.01% | +27+4.4% | Added |
| Valmark Advisers, Inc. | 643 | $285.8K | 0.00% | −2−0.3% | Reduced |
| Royal Fund Management, LLC | 642 | $285.2K | 0.03% | −1−0.2% | Reduced |
| Gilman Hill Asset Management, LLC | 677 | $284.8K | 0.04% | −10−1.5% | Reduced |
| VestGen Advisors, LLC | 600 | $282.1K | 0.01% | +600 | New |
| Schnieders Capital Management, LLC. | 630 | $280.0K | 0.04% | −187−22.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 629 | $279.5K | 0.08% | +629 | New |
| Nicolet Bankshares Inc | 640 | $279.5K | 0.01% | +230+56.1% | Added |
| MONECO Advisors, LLC | 627 | $278.4K | 0.02% | +22+3.6% | Added |
| MTM Investment Management, LLC | 626 | $278.2K | 0.09% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 625 | $277.8K | 0.11% | +625 | New |
| Peoples Financial Services Corp. | 625 | $277.7K | 0.13% | 00.0% | Unchanged |
| Sun Financial Inc | 588 | $277.6K | 0.14% | −38−6.1% | Reduced |
| 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 |
| Illumine Investment Management, LLC | 622 | $276.4K | 0.21% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 619 | $275.1K | 0.01% | +71+13.0% | Added |
| Renaissance Group LLC | 617 | $274.2K | 0.01% | −106−14.7% | Reduced |
| Naples Global Advisors, LLC | 614 | $272.9K | 0.02% | +614 | New |
| Aspiriant, LLC | 612 | $272.0K | 0.01% | +612 | New |
| Park Place Capital Corp | 606 | $269.3K | 0.05% | −85−12.3% | Reduced |
| Institute for Wealth Management, LLC. | 605 | $268.9K | 0.03% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 603 | $268.0K | 0.17% | 00.0% | Unchanged |
| OFS Enterprise LLC | 603 | $268.0K | 0.08% | +603 | New |
| SCS Capital Management LLC | 603 | $267.8K | 0.00% | −120−16.6% | Reduced |
| SlateStone Wealth, LLC | 601 | $267.0K | 0.02% | −56−8.5% | Reduced |
| Ronald Blue Trust, Inc. | 600 | $266.7K | 0.00% | −17−2.8% | Reduced |
| 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 |
| Summit Wealth Partners, LLC | 599 | $266.2K | 0.04% | +599 | New |