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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.

Institutional holdersQ1 2026: 1,394 institutions
Q1 2021: 885 institutionsQ2 2021: 892 institutionsQ3 2021: 927 institutionsQ4 2021: 987 institutionsQ1 2022: 997 institutionsQ2 2022: 956 institutionsQ3 2022: 942 institutionsQ4 2022: 1,028 institutionsQ1 2023: 1,039 institutionsQ2 2023: 1,079 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,163 institutionsQ1 2024: 1,243 institutionsQ2 2024: 1,250 institutionsQ3 2024: 1,267 institutionsQ4 2024: 1,391 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,362 institutionsQ3 2025: 1,363 institutionsQ4 2025: 1,426 institutionsQ1 2026: 1,394 institutionsQ2 2026: 1,396 institutions
Value heldQ1 2026: $34.9B
Q1 2021: $22.3BQ2 2021: $23.6BQ3 2021: $24.6BQ4 2021: $27.7BQ1 2022: $27.5BQ2 2022: $21.3BQ3 2022: $22.3BQ4 2022: $27.4BQ1 2023: $26.7BQ2 2023: $28.6BQ3 2023: $28.1BQ4 2023: $32.0BQ1 2024: $36.8BQ2 2024: $35.8BQ3 2024: $38.8BQ4 2024: $44.2BQ1 2025: $40.2BQ2 2025: $43.0BQ3 2025: $39.0BQ4 2025: $39.2BQ1 2026: $34.9BQ2 2026: $35.9B
Institutions holding AMP and their total value by quarter
QuarterHoldersValue
Q2 20261,396$35.9B
Q1 20261,394$34.9B
Q4 20251,426$39.2B
Q3 20251,363$39.0B
Q2 20251,362$43.0B
Q1 20251,369$40.2B
Q4 20241,391$44.2B
Q3 20241,267$38.8B
Q2 20241,250$35.8B
Q1 20241,243$36.8B
Q4 20231,163$32.0B
Q3 20231,087$28.1B
Q2 20231,079$28.6B
Q1 20231,039$26.7B
Q4 20221,028$27.4B
Q3 2022942$22.3B
Q2 2022956$21.3B
Q1 2022997$27.5B
Q4 2021987$27.7B
Q3 2021927$24.6B
Q2 2021892$23.6B
Q1 2021885$22.3B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q4 2025.

Institutions holding AMP in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Zions Bancorporation, National Association121$53.8K0.00%+46+61.3%Added
MCF Advisors LLC120$53.3K0.00%+77+179.1%Added
Battery Global Advisors, LLC119$52.9K0.03%−2−1.7%Reduced
Signature Equity Partners, LLC118$52.7K0.03%−194−62.2%Reduced
Geneos Wealth Management Inc.117$52.0K0.00%00.0%Unchanged
CGC Financial Services, LLC116$51.5K0.01%00.0%Unchanged
Resources Management Corp115$51.0K0.01%00.0%Unchanged
SJS Investment Consulting Inc.111$49.3K0.01%+47+73.4%Added
Delta Asset Management LLC111$49.3K0.00%00.0%Unchanged
Lodestone Wealth Management LLC111$49.3K0.02%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.110$48.9K0.02%00.0%Unchanged
Alerus Financial NA106$47.1K0.00%00.0%Unchanged
South State Corp.105$46.7K0.00%+55+110.0%Added
West Branch Capital LLC105$46.7K0.01%00.0%Unchanged
Quarry LP105$46.7K0.01%+60+133.3%Added
Phillip James Consulting Co.103$45.0K0.03%+3+3.0%Added
Activest Wealth Management101$44.9K0.01%+22+27.8%Added
JPL Wealth Management, LLC98$43.6K0.01%+98New
Legend Capital Advisors LLC97$43.1K0.03%+97New
Flagship Wealth Advisors, LLC80$42.7K0.02%−105−56.8%Reduced
Bell Investment Advisors, Inc91$40.4K0.01%−1−1.1%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA90$40.0K0.01%−35−28.0%Reduced
First Financial Corp90$40.0K0.02%00.0%Unchanged
Millstone Evans Group, LLC88$39.1K0.02%00.0%Unchanged
Albion Financial Group87$38.7K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC84$37.3K0.01%+84New
Abound Wealth Management81$36.1K0.01%+2+2.5%Added
Harvest Fund Management Co., Ltd81$36.0K0.00%+10+14.1%Added
Morse Asset Management, Inc80$35.6K0.01%00.0%Unchanged
Adirondack Trust Co79$35.1K0.01%00.0%Unchanged
Evolution Wealth Management Inc.77$34.2K0.03%+77New
Ritter Daniher Financial Advisory LLC76$33.8K0.01%00.0%Unchanged
Wealth Preservation Advisors, LLC73$32.4K0.03%+13+21.7%Added
Covestor Ltd72$32.0K0.02%−19−20.9%Reduced
Prosperity Bancshares Inc68$30.2K0.02%00.0%Unchanged
Oakworth Capital, Inc.67$29.8K0.00%00.0%Unchanged
Mascoma Wealth Management LLC66$29.3K0.01%00.0%Unchanged
Salomon & Ludwin, LLC67$29.1K0.00%−31−31.6%Reduced
Ares Financial Consulting, LLC66$28.8K0.02%00.0%Unchanged
American National Bank64$28.4K0.00%−1−1.5%Reduced
Cassaday & Co Wealth Management LLC63$28.0K0.00%+63New
Wall Street Financial Group, Inc.63$28.0K0.02%+63New
Key Financial Inc61$27.1K0.00%00.0%Unchanged
SBI Securities Co., Ltd.61$27.1K0.00%00.0%Unchanged
Holos Integrated Wealth LLC62$26.8K0.01%+2+3.3%Added
Westside Investment Management, Inc.60$26.7K0.00%00.0%Unchanged
WFA of San Diego, LLC60$26.7K0.02%00.0%Unchanged
3 Factor Indexing, LLC60$26.7K0.03%+60New
TFC Financial Management59$26.2K0.00%+20+51.3%Added
Rialto Wealth Management, LLC59$26.2K0.01%−1−1.7%Reduced
DiNuzzo Private Wealth, Inc.57$25.3K0.00%00.0%Unchanged
Bank & Trust Co57$25.3K0.02%00.0%Unchanged
Clean Yield Group56$24.9K0.01%−54−49.1%Reduced
Creative Capital Management Investments LLC56$24.9K0.01%00.0%Unchanged
Mechanics Financial Corp55$24.4K0.01%00.0%Unchanged
Piscataqua Savings Bank55$24.4K0.02%00.0%Unchanged
Twin Lakes Capital Management, LLC53$23.7K0.01%00.0%Unchanged
WPG Advisers, LLC53$23.6K0.02%−4−7.0%Reduced
AdvisorNet Financial, Inc53$23.6K0.00%−2−3.6%Reduced
Bangor Savings Bank51$22.7K0.00%00.0%Unchanged
Sankala Group LLC51$22.6K0.02%00.0%Unchanged
Wolff Wiese Magana LLC50$22.2K0.01%00.0%Unchanged
PFS Partners, LLC50$22.2K0.01%00.0%Unchanged
Financial Management Professionals, Inc.49$21.8K0.00%00.0%Unchanged
PlanVest Financial, Inc49$21.8K0.02%+49New
SHP Wealth Management48$21.6K0.00%+10+26.3%Added
Valley National Advisers Inc49$21.0K0.00%+9+22.5%Added
Whipplewood Advisors, LLC47$20.9K0.01%+47New
CoreCap Advisors, LLC46$20.4K0.00%−41−47.1%Reduced
Solstein Capital, LLC46$20.4K0.01%00.0%Unchanged
Financial Freedom, LLC45$20.0K0.01%00.0%Unchanged
Bayban45$20.0K0.02%00.0%Unchanged
Hager Investment Management Services, LLC45$20.0K0.01%+10+28.6%Added
Financial Network Wealth Advisors LLC44$19.6K0.02%+7+18.9%Added
Bruce G. Allen Investments, LLC44$19.6K0.01%+20+83.3%Added
Atlantic Trust, LLC43$19.1K0.00%−54−55.7%Reduced
Align Financial, LLC43$19.1K0.01%−19,571−99.8%Reduced
Meramec Financial Planners, LLC41$18.9K0.01%00.0%Unchanged
Board of the Pension Protection Fund40$17.8K0.02%−80−66.7%Reduced
Copia Wealth Management40$17.8K0.01%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC38$16.9K0.02%+3+8.6%Added
Rogco, LP37$16.4K0.01%00.0%Unchanged
Bogart Wealth, LLC37$16.4K0.00%+26+236.4%Added
Toth Financial Advisory Corp35$15.6K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.35$15.6K0.01%00.0%Unchanged
Raffa Wealth Management, LLC35$15.6K0.00%+1+2.9%Added
Valued Wealth Advisors LLC34$15.3K0.01%−13−27.7%Reduced
Birchbrook, Inc.34$15.1K0.01%00.0%Unchanged
Strategic Investment Solutions, Inc.33$14.7K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC33$14.7K0.01%+22+200.0%Added
Cheviot Value Management, LLC33$14.7K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC32$14.2K0.00%00.0%Unchanged
Timothy G. Youngquist 2020 Irrevocable Trust32$14.2K0.01%+32New
Financial Consulate, Inc32$14.0K0.00%00.0%Unchanged
Rossby Financial, LCC32$14.0K0.00%+15+88.2%Added
Banque Transatlantique SA30$13.4K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.30$13.3K0.00%−7−18.9%Reduced
Investors Research Corp30$13.3K0.00%00.0%Unchanged
Synergy Investment Management, LLC30$13.3K0.00%+30New
Glen Eagle Advisors, LLC29$12.9K0.00%00.0%Unchanged