Skip to main content

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: 1,392 institutionsQ1 2025: 1,369 institutionsQ2 2025: 1,363 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 20251,363$43.0B
Q1 20251,369$40.2B
Q4 20241,392$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
Radnor Capital Management, LLC6,782$3.01M0.45%00.0%Unchanged
Vident Advisory, LLC6,780$3.01M0.03%+520+8.3%Added
Johnson Investment Counsel Inc6,764$3.01M0.02%+4+0.1%Added
Bessemer Group Inc6,753$3.00M0.00%−60−0.9%Reduced
Zhang Financial LLC6,743$3.00M0.10%+1,235+22.4%Added
CAPROCK Group, Inc.6,724$2.99M0.07%+228+3.5%Added
Bank Ozk6,706$2.98M1.05%+489+7.9%Added
Fulton Bank, N.A.6,663$2.96M0.10%−132−1.9%Reduced
Carret Asset Management, LLC6,574$2.92M0.29%00.0%Unchanged
Family Management Corp6,502$2.89M0.35%+69+1.1%Added
Meiji Yasuda Asset Management Co Ltd.6,465$2.87M0.14%+6,465New
United Capital Financial Advisers, LLC6,423$2.85M0.02%+1,754+37.6%Added
Canada Post Corp Registered Pension Plan6,415$2.85M0.11%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC6,377$2.83M0.01%−2,545−28.5%Reduced
Kestra Advisory Services, LLC6,361$2.83M0.01%−3,322−34.3%Reduced
NorthCrest Asset Manangement, LLC6,481$2.81M0.09%−1,478−18.6%Reduced
BFSG, LLC6,214$2.76M0.26%+226+3.8%Added
Integrated Wealth Concepts LLC6,179$2.75M0.02%+3,369+119.9%Added
Cresset Asset Management, LLC6,169$2.74M0.01%−169−2.7%Reduced
Pacer Advisors, Inc.6,152$2.73M0.01%−2,844−31.6%Reduced
Baird Financial Group, Inc.6,149$2.73M0.00%−921−13.0%Reduced
Aviance Capital Partners, LLC6,050$2.69M0.31%+50+0.8%Added
Savant Capital, LLC6,039$2.68M0.01%+292+5.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,984$2.66M0.00%−2,554−29.9%Reduced
Nations Financial Group Inc,5,976$2.66M0.14%+131+2.2%Added
Caldwell Trust Co5,901$2.62M0.23%+505+9.4%Added
Aurora Investment Counsel5,740$2.55M1.41%−186−3.1%Reduced
Intech Investment Management LLC5,728$2.55M0.03%+1,944+51.4%Added
Norinchukin Bank, The5,707$2.54M0.03%−124−2.1%Reduced
Vestmark Advisory Solutions, Inc.5,686$2.53M0.03%−358−5.9%Reduced
Oppenheimer Asset Management Inc.5,627$2.50M0.03%−613−9.8%Reduced
Procyon Private Wealth Partners, LLC5,532$2.46M0.12%−816−12.9%Reduced
Mizuho Securities USA LLC5,519$2.45M0.06%−1,246−18.4%Reduced
Campbell Capital Management Inc5,500$2.44M1.17%+3,568+184.7%Added
BlueStem Wealth Partners, LLC5,496$2.44M0.27%−96−1.7%Reduced
Independent Advisor Alliance5,449$2.42M0.03%−174−3.1%Reduced
Brighton Jones LLC5,384$2.39M0.05%+5,384New
Gabelli Funds LLC5,353$2.38M0.02%+111+2.1%Added
Chesley Taft & Associates LLC5,344$2.37M0.10%00.0%Unchanged
Numerai GP LLC5,313$2.36M0.24%+1,686+46.5%Added
Linden Thomas Advisory Services, LLC5,311$2.36M0.23%+1,026+23.9%Added
Hennessy Advisors Inc5,300$2.36M0.09%+5,300New
Machina Capital S.A.S.5,288$2.35M0.46%+4,064+332.0%Added
Goelzer Investment Management, Inc.5,272$2.34M0.11%+5,272New
Sivia Capital Partners, LLC5,228$2.32M0.45%+2,675+104.8%Added
Hartford Investment Management Co5,206$2.31M0.07%−150−2.8%Reduced
Brinker Capital Investments, LLC5,188$2.31M0.02%−1,631−23.9%Reduced
CenterBook Partners LP5,180$2.30M0.12%+5,180New
Erste Asset Management GmbH5,230$2.27M0.02%−29,250−84.8%Reduced
Banco Santander, S.A.5,068$2.25M0.02%−579−10.3%Reduced
Summit Trail Advisors, LLC5,051$2.24M0.03%+691+15.8%Added
Lecap Asset Management Ltd5,043$2.24M0.84%+4,216+509.8%Added
Hilltop National Bank5,001$2.22M0.53%−158−3.1%Reduced
Auxier Asset Management4,988$2.22M0.32%−40−0.8%Reduced
Generali Asset Management SPA SGR4,984$2.21M0.05%−187−3.6%Reduced
Cove Private Wealth, LLC4,955$2.20M0.50%00.0%Unchanged
Freedom Day Solutions, LLC4,894$2.17M0.58%+4,894New
Twin Capital Management Inc4,891$2.17M0.28%+6+0.1%Added
Inceptionr LLC4,841$2.15M0.52%+863+21.7%Added
Leisure Capital Management4,833$2.15M0.75%00.0%Unchanged
Guggenheim Capital LLC4,829$2.15M0.02%−428−8.1%Reduced
Flputnam Investment Management Co4,772$2.12M0.03%+585+14.0%Added
Bradley Foster & Sargent Inc4,736$2.10M0.03%−12−0.3%Reduced
Harfst & Associates, Inc.4,704$2.09M0.37%+420+9.8%Added
Spartan Wealth Advisory Services LLC4,701$2.09M0.18%+4,701New
Louisiana State Employees Retirement System4,700$2.09M0.04%00.0%Unchanged
GAMMA Investing LLC4,638$2.06M0.10%−88−1.9%Reduced
Loudon Investment Management, LLC4,630$2.06M1.11%00.0%Unchanged
IMA Wealth, Inc.4,627$2.06M0.20%−290−5.9%Reduced
Maryland State Retirement & Pension System4,622$2.05M0.04%−102−2.2%Reduced
Brevan Howard Capital Management LP4,505$2.00M0.02%+730+19.3%Added
Apollon Wealth Management, LLC4,469$1.99M0.03%+429+10.6%Added
Chicago Trust Co NA4,455$1.98M0.32%−132−2.9%Reduced
Citizens Financial Group Inc4,430$1.97M0.03%+816+22.6%Added
BKD Wealth Advisors, LLC4,388$1.95M0.04%+217+5.2%Added
Adviser Investments LLC4,371$1.94M0.02%−4−0.1%Reduced
Connecticut Wealth Management, LLC4,358$1.94M0.08%00.0%Unchanged
Winton Group Ltd4,354$1.93M0.07%+4,354New
Bridgeway Capital Management, LLC4,340$1.93M0.04%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC4,332$1.93M0.47%−21−0.5%Reduced
Eley Financial Management, Inc4,325$1.92M0.69%+33+0.8%Added
Pinnacle Financial Partners, Inc.4,319$1.92M0.01%−14−0.3%Reduced
Peddock Capital Advisors, LLC4,311$1.92M0.42%−13−0.3%Reduced
New Mexico Educational Retirement Board4,281$1.90M0.06%00.0%Unchanged
Meeder Advisory Services, Inc.4,279$1.90M0.08%−220−4.9%Reduced
Steward Partners Investment Advisory, LLC4,270$1.90M0.01%+995+30.4%Added
Parallel Advisors, LLC4,248$1.89M0.03%−20.0%Reduced
YANKCOM Partnership4,248$1.89M0.78%+193+4.8%Added
Great Diamond Partners, LLC4,244$1.89M0.36%−83−1.9%Reduced
Clearstead Advisors, LLC4,216$1.87M0.02%+22+0.5%Added
Jacobi Capital Management LLC4,196$1.86M0.10%+187+4.7%Added
Kentucky Retirement Systems16,062$1.85M0.14%+10,063+167.7%Added
ING Groep NV4,147$1.84M0.01%−142−3.3%Reduced
Axq Capital, LP4,123$1.83M0.24%+3,334+422.6%Added
RSM US Wealth Management LLC4,117$1.83M0.02%−57−1.4%Reduced
BDF-Gestion4,110$1.83M0.25%00.0%Unchanged
Arkadios Wealth Advisors4,096$1.82M0.03%−55−1.3%Reduced
Coldstream Capital Management Inc4,082$1.81M0.02%−363−8.2%Reduced
Allworth Financial LP4,076$1.81M0.01%+684+20.2%Added
Plato Investment Management Ltd4,070$1.81M0.12%+26+0.6%Added