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 |
|---|---|---|---|---|---|
| Conning Inc. | 455 | $202.2K | 0.01% | −70−13.3% | Reduced |
| Empower Advisory Group, LLC | 455 | $202.2K | 0.00% | −81−15.1% | Reduced |
| Tufton Capital Management | 455 | $202.0K | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 454 | $201.8K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 454 | $201.8K | 0.03% | +454 | New |
| Cambridge Financial Group, LLC | 453 | $201.3K | 0.07% | −453−50.0% | Reduced |
| Prosperity Consulting Group, LLC | 451 | $200.4K | 0.01% | −5−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 450 | $200.1K | 0.00% | −32−6.6% | Reduced |
| Tiemann Investment Advisors, LLC | 436 | $193.8K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 433 | $192.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 428 | $190.2K | 0.01% | −48−10.1% | Reduced |
| Washington Trust Advisors, Inc. | 420 | $186.6K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 414 | $183.0K | 0.04% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 406 | $180.4K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 403 | $179.1K | 0.01% | +1+0.2% | Added |
| TIAA Wealth Investment Management LLC | 400 | $177.8K | 0.00% | +400 | New |
| True Wealth Design, LLC | 395 | $175.5K | 0.05% | +144+57.4% | Added |
| Globeflex Capital L P | 355 | $157.8K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 350 | $156.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 347 | $154.2K | 0.01% | −33−8.7% | Reduced |
| Boyd Watterson Asset Management LLC | 346 | $153.8K | 0.05% | −138−28.5% | Reduced |
| Wellington Grp LLC | 345 | $153.3K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 340 | $151.1K | 0.01% | −25−6.8% | Reduced |
| Financial Perspectives, Inc | 338 | $150.1K | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 332 | $147.5K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 330 | $146.7K | 0.07% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 325 | $144.4K | 0.03% | +27+9.1% | Added |
| Hantz Financial Services, Inc. | 325 | $144.0K | 0.00% | +145+80.6% | Added |
| North Star Investment Management Corp. | 316 | $140.4K | 0.01% | +3+1.0% | Added |
| United Community Bank | 316 | $140.4K | 0.05% | +158+100.0% | Added |
| Roble, Belko & Company, Inc | 310 | $138.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 308 | $136.9K | 0.00% | +308 | New |
| Wall Street Access Asset Management, LLC | 306 | $136.0K | 0.03% | −29−8.7% | Reduced |
| Versant Capital Management, Inc | 299 | $132.9K | 0.01% | +53+21.5% | Added |
| Essential Partners LLC | 294 | $130.7K | 0.04% | −581−66.4% | Reduced |
| Westpac Banking Corp | 290 | $128.9K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 290 | $128.9K | 0.07% | +8+2.8% | Added |
| Simplex Trading, LLC | 286 | $127.1K | 0.00% | +229+401.8% | Added |
| Stephenson National Bank & Trust | 281 | $124.9K | 0.04% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 280 | $124.4K | 0.06% | −17−5.7% | Reduced |
| Arlington Trust Co LLC | 278 | $123.5K | 0.01% | +95+51.9% | Added |
| Riverview Trust Co | 276 | $122.7K | 0.15% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $120.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 265 | $117.8K | 0.01% | +106+66.7% | Added |
| Kozak & Associates, Inc. | 257 | $116.9K | 0.02% | +1+0.4% | Added |
| Breakwater Investment Management | 262 | $116.4K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 261 | $116.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 258 | $114.7K | 0.01% | −136−34.5% | Reduced |
| TopTier Wealth Management, LLC | 256 | $113.8K | 0.07% | +256 | New |
| McIlrath & Eck, LLC | 255 | $113.3K | 0.01% | −6−2.3% | Reduced |
| Field & Main Bank | 255 | $113.3K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 254 | $112.9K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 256 | $111.9K | 0.07% | −31−10.8% | Reduced |
| NBT Bank N A | 250 | $111.1K | 0.01% | −40−13.8% | Reduced |
| Princeton Global Asset Management LLC | 250 | $111.1K | 0.02% | −5−2.0% | Reduced |
| GW&K Investment Management, LLC | 249 | $111.0K | 0.00% | −5−2.0% | Reduced |
| Old Second National Bank of Aurora | 245 | $108.9K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 243 | $108.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 241 | $107.1K | 0.03% | +43+21.7% | Added |
| Transamerica Financial Advisors, Inc. | 240 | $106.9K | 0.01% | −259−51.9% | Reduced |
| Armstrong Advisory Group, Inc | 240 | $106.7K | 0.01% | +2+0.8% | Added |
| Hamilton Capital Partners Inc. | 230 | $102.2K | 0.00% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 218 | $96.9K | 0.01% | −8−3.5% | Reduced |
| Kempen Capital Management N.V. | 213 | $94.6K | 0.00% | −11−4.9% | Reduced |
| Motco | 211 | $93.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 203 | $90.2K | 0.01% | −6−2.9% | Reduced |
| Wellington-Altus USA Inc. | 196 | $89.9K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 200 | $88.9K | 0.01% | −770−79.4% | Reduced |
| Peck Wealth Management, LLC | 200 | $88.9K | 0.09% | −41−17.0% | Reduced |
| Kimelman & Baird, LLC | 200 | $88.9K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $88.9K | 0.06% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 195 | $86.7K | 0.07% | +195 | New |
| Ballast Advisors LLC | 194 | $86.2K | 0.03% | +194 | New |
| Security National Bank | 191 | $84.9K | 0.01% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 181 | $80.4K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 176 | $78.2K | 0.02% | +21+13.5% | Added |
| Operose Advisors LLC | 163 | $72.4K | 0.02% | +4+2.5% | Added |
| High Note Wealth, LLC | 162 | $72.0K | 0.01% | +7+4.5% | Added |
| Westfuller Advisors, LLC | 160 | $71.3K | 0.03% | +3+1.9% | Added |
| Morton Brown Family Wealth, LLC | 159 | $70.7K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 155 | $68.9K | 0.01% | +1+0.6% | Added |
| Capula Management Ltd | 155 | $68.9K | 0.00% | +155 | New |
| Fideuram Asset Management (Ireland) dac | 126 | $67.9K | 0.01% | −1,053−89.3% | Reduced |
| Silvant Capital Management LLC | 152 | $67.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 151 | $67.1K | 0.01% | −3−1.9% | Reduced |
| Estabrook Capital Management | 150 | $66.7K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 148 | $65.8K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 148 | $65.8K | 0.01% | +4+2.8% | Added |
| Rexford Capital Inc | 147 | $65.3K | 0.05% | +24+19.5% | Added |
| Innovative Asset Advisors Group, LLC | 144 | $64.0K | 0.04% | +144 | New |
| Twin Peaks Wealth Advisors, LLC | 144 | $64.0K | 0.02% | +144 | New |
| Sound Income Strategies, LLC | 145 | $63.3K | 0.00% | −19−11.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $61.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 137 | $60.9K | 0.01% | 00.0% | Unchanged |
| Tobam | 136 | $60.0K | 0.02% | −1,190−89.7% | Reduced |
| Cedar Mountain Advisors, LLC | 126 | $56.0K | 0.01% | +122+3,050.0% | Added |
| JFS Wealth Advisors, LLC | 125 | $55.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 125 | $55.5K | 0.03% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 124 | $55.1K | 0.05% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 122 | $54.1K | 0.05% | 00.0% | Unchanged |