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 | 1,362 | $43.0B |
| Q1 2025 | 1,369 | $40.2B |
| Q4 2024 | 1,391 | $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 |
|---|---|---|---|---|---|
| Interchange Capital Partners, LLC | 555 | $265.3K | 0.09% | −385−41.0% | Reduced |
| Core Alternative Capital | 596 | $264.9K | 0.08% | 00.0% | Unchanged |
| GenTrust, LLC | 593 | $263.5K | 0.01% | +66+12.5% | Added |
| Americana Partners, LLC | 593 | $263.5K | 0.01% | +593 | New |
| Washington Capital Management Inc | 586 | $260.4K | 0.22% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 563 | $260.3K | 0.11% | −8−1.4% | Reduced |
| Fairvoy Private Wealth, LLC | 583 | $259.1K | 0.06% | −29−4.7% | Reduced |
| Platform Technology Partners | 582 | $258.6K | 0.05% | +94+19.3% | Added |
| Capital Performance Advisors LLP | 582 | $258.4K | 0.02% | +35+6.4% | Added |
| Chesapeake Wealth Management | 580 | $257.8K | 0.08% | −35−5.7% | Reduced |
| Knightsbridge Asset Management, LLC | 580 | $257.8K | 0.03% | +100+20.8% | Added |
| Commerzbank Aktiengesellschaft | 579 | $257.0K | 0.01% | −32−5.2% | Reduced |
| Aua Capital Management, LLC | 577 | $256.4K | 0.13% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 572 | $254.2K | 0.07% | 00.0% | Unchanged |
| Claro Advisors LLC | 568 | $252.5K | 0.03% | +568 | New |
| Narus Financial Partners, LLC | 567 | $252.0K | 0.07% | −75−11.7% | Reduced |
| Insight Advisors, LLC | 567 | $252.0K | 0.05% | −720−55.9% | Reduced |
| Accredited Investors Inc. | 565 | $251.1K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 563 | $250.2K | 0.09% | −3−0.5% | Reduced |
| Crestwood Advisors Group LLC | 561 | $249.3K | 0.00% | −1,150−67.2% | Reduced |
| Heritage Investment Group, Inc. | 560 | $248.9K | 0.04% | −1−0.2% | Reduced |
| Portside Wealth Group, LLC | 559 | $248.4K | 0.03% | −7−1.2% | Reduced |
| IHT Wealth Management, LLC | 558 | $247.8K | 0.01% | −137−19.7% | Reduced |
| Cornerstone Planning Group LLC | 522 | $247.7K | 0.03% | −19−3.5% | Reduced |
| OpenArc Corporate Advisory, LLC | 555 | $246.6K | 0.00% | −17−3.0% | Reduced |
| Avenue 1 Advisors, LLC | 553 | $245.8K | 0.08% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 553 | $245.8K | 0.03% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 553 | $245.8K | 0.03% | +553 | New |
| Z3 Capital Partners, LLC | 552 | $245.3K | 0.06% | 00.0% | Unchanged |
| Emprise Bank | 551 | $244.9K | 0.10% | −7−1.3% | Reduced |
| Hobbs Group Advisors, LLC | 551 | $244.9K | 0.07% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 551 | $244.7K | 0.13% | +2+0.4% | Added |
| Philadelphia Trust Co | 550 | $244.0K | 0.02% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 547 | $242.9K | 0.02% | −89−14.0% | Reduced |
| Ignite Planners, LLC | 542 | $240.9K | 0.04% | −541−50.0% | Reduced |
| Keel Point, LLC | 538 | $239.1K | 0.02% | −865−61.7% | Reduced |
| Wealthstar Advisors, LLC | 538 | $239.1K | 0.14% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 536 | $238.2K | 0.04% | +536 | New |
| Okabena Investment Services Inc | 527 | $234.2K | 0.05% | +22+4.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 526 | $233.6K | 0.02% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 525 | $233.3K | 0.02% | +63+13.6% | Added |
| Wilkins Investment Counsel Inc | 525 | $233.3K | 0.03% | 00.0% | Unchanged |
| Avail Investment Partners, LLC | 525 | $233.0K | 0.25% | +525 | New |
| Paragon Private Wealth Management, LLC | 520 | $230.9K | 0.07% | −173−25.0% | Reduced |
| Sunbeam Capital Management, LLC | 516 | $229.3K | 0.13% | +14+2.8% | Added |
| Flatrock Wealth Partners LLC | 515 | $229.0K | 0.10% | +41+8.6% | Added |
| Clark Financial Services Group Inc | 515 | $228.9K | 0.13% | +28+5.7% | Added |
| CVA Family Office, LLC | 515 | $228.9K | 0.02% | +99+23.8% | Added |
| KCM Investment Advisors LLC | 513 | $228.0K | 0.01% | +10+2.0% | Added |
| Cornerstone Wealth Group, LLC | 494 | $227.7K | 0.01% | −38−7.1% | Reduced |
| HORAN Wealth, LLC | 463 | $227.0K | 0.02% | −4−0.9% | Reduced |
| Natural Investments, LLC | 509 | $226.0K | 0.06% | −7−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 506 | $224.9K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 506 | $224.9K | 0.02% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 504 | $224.0K | 0.03% | +7+1.4% | Added |
| Independent Financial Group, LLC | 504 | $223.9K | 0.01% | −44−8.0% | Reduced |
| Delta Investment Management, LLC | 503 | $223.6K | 0.04% | +1+0.2% | Added |
| River Wealth Advisors LLC | 503 | $223.5K | 0.03% | +3+0.6% | Added |
| Evercore Wealth Management, LLC | 503 | $223.5K | 0.00% | −334−39.9% | Reduced |
| Michels Family Financial, LLC | 502 | $223.2K | 0.16% | −12−2.3% | Reduced |
| StoneX Group Inc. | 501 | $222.3K | 0.01% | +15+3.1% | Added |
| Oppenheimer & Co Inc | 500 | $222.2K | 0.00% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 500 | $222.2K | 0.11% | 00.0% | Unchanged |
| Hill Island Financial LLC | 496 | $220.4K | 0.05% | +496 | New |
| Clifford Swan Investment Counsel LLC | 493 | $219.1K | 0.01% | −25−4.8% | Reduced |
| Patton Fund Management, Inc. | 493 | $219.1K | 0.04% | 00.0% | Unchanged |
| Invested Advisors | 492 | $218.6K | 0.22% | +15+3.1% | Added |
| Keebeck Alpha, LP | 492 | $218.6K | 0.67% | +492 | New |
| Buffalo Business & Estate Services Ltd | 491 | $218.4K | 0.03% | −249−33.6% | Reduced |
| Avidian Wealth Solutions, LLC | 490 | $217.9K | 0.01% | −20−3.9% | Reduced |
| YHB Investment Advisors, Inc. | 488 | $216.9K | 0.02% | −150−23.5% | Reduced |
| Revisor Wealth Management LLC | 486 | $216.0K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 485 | $215.5K | 0.01% | +6+1.3% | Added |
| Prelude Capital Management, LLC | 483 | $214.6K | 0.02% | −307−38.9% | Reduced |
| Trust Co | 483 | $214.5K | 0.02% | +2+0.4% | Added |
| WBH Advisory Inc | 491 | $214.3K | 0.02% | −2−0.4% | Reduced |
| Western Wealth Management, LLC | 482 | $214.3K | 0.01% | −8−1.6% | Reduced |
| Argus Investors' Counsel, Inc. | 482 | $214.2K | 0.19% | −122−20.2% | Reduced |
| ORG Wealth Partners, LLC | 481 | $213.9K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 481 | $213.8K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 481 | $213.6K | 0.02% | −31−6.1% | Reduced |
| Confluence Investment Management LLC | 480 | $213.3K | 0.00% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 478 | $212.4K | 0.06% | +478 | New |
| Tred Avon Family Wealth, LLC | 477 | $212.0K | 0.07% | −45−8.6% | Reduced |
| Argent Capital Management LLC | 477 | $212.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 475 | $211.1K | 0.11% | +475 | New |
| Cherry Tree Wealth Management, LLC | 474 | $210.6K | 0.04% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 469 | $209.0K | 0.01% | +21+4.7% | Added |
| Alpha Family Trust | 470 | $208.9K | 0.10% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 469 | $208.4K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 468 | $208.0K | 0.01% | +6+1.3% | Added |
| Exencial Wealth Advisors, LLC | 466 | $207.1K | 0.01% | −23−4.7% | Reduced |
| Mutual Advisors, LLC | 466 | $207.0K | 0.00% | +9+2.0% | Added |
| 1776 Wealth LLC | 463 | $205.8K | 0.08% | 00.0% | Unchanged |
| Montag A & Associates Inc | 462 | $205.4K | 0.01% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 460 | $204.4K | 0.06% | −128−21.8% | Reduced |
| Capital Analysts, LLC | 460 | $204.0K | 0.01% | 00.0% | Unchanged |
| Abc Arbitrage SA | 459 | $204.0K | 0.03% | +459 | New |
| Crews Bank & Trust | 458 | $203.5K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 456 | $202.6K | 0.02% | +456 | New |