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 |
|---|---|---|---|---|---|
| EFG International AG | 2,506 | $1.11M | 0.02% | −633−20.2% | Reduced |
| Varma Mutual Pension Insurance Co | 2,500 | $1.11M | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 2,495 | $1.11M | 0.01% | −72,670−96.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 2,490 | $1.11M | 0.06% | −23,826−90.5% | Reduced |
| Vectors Research Management, LLC | 2,480 | $1.10M | 0.32% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,459 | $1.09M | 0.03% | +364+17.4% | Added |
| IMC-Chicago, LLC | 2,454 | $1.09M | 0.02% | +2,454 | New |
| Hillsdale Investment Management Inc. | 2,440 | $1.08M | 0.03% | +340+16.2% | Added |
| FIL Ltd | 2,438 | $1.08M | 0.00% | −19,246−88.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,419 | $1.07M | 0.00% | +10+0.4% | Added |
| Sandy Cove Advisors, LLC | 2,413 | $1.07M | 0.32% | +19+0.8% | Added |
| Signaturefd, LLC | 2,400 | $1.07M | 0.02% | −66−2.7% | Reduced |
| Nomura Holdings Inc | 2,398 | $1.07M | 0.01% | +116+5.1% | Added |
| Redwood Investment Management, LLC | 2,375 | $1.05M | 0.13% | +134+6.0% | Added |
| Gotham Asset Management, LLC | 2,364 | $1.05M | 0.00% | +337+16.6% | Added |
| Penserra Capital Management LLC | 2,359 | $1.05M | 0.01% | +1,839+353.7% | Added |
| Diversify Wealth Management, LLC | 2,189 | $1.04M | 0.02% | +2,189 | New |
| TD Private Client Wealth LLC | 2,336 | $1.04M | 0.02% | −3,665−61.1% | Reduced |
| NewEdge Wealth, LLC | 2,325 | $1.03M | 0.01% | −2,442−51.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,308 | $1.03M | 0.03% | +477+26.1% | Added |
| Affinity Investment Advisors, LLC | 2,279 | $1.01M | 0.63% | −678−22.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 2,278 | $1.01M | 0.03% | +300+15.2% | Added |
| Chicago Partners Investment Group LLC | 2,143 | $1.00M | 0.02% | +505+30.8% | Added |
| We Are One Seven, LLC | 2,239 | $995.1K | 0.02% | −172−7.1% | Reduced |
| Gratus Wealth Advisors, LLC | 2,233 | $992.4K | 0.14% | +76+3.5% | Added |
| WealthTrust Asset Management, LLC | 2,212 | $983.0K | 0.59% | +745+50.8% | Added |
| Advisors Asset Management, Inc. | 2,210 | $982.1K | 0.02% | −42−1.9% | Reduced |
| Concurrent Investment Advisors, LLC | 2,183 | $970.0K | 0.01% | +34+1.6% | Added |
| Basepoint Wealth LLC | 2,180 | $969.0K | 0.55% | +7+0.3% | Added |
| Transcend Wealth Collective, LLC | 2,174 | $966.1K | 0.08% | +167+8.3% | Added |
| TCW Group Inc | 2,159 | $959.5K | 0.01% | −32−1.5% | Reduced |
| Sentinus, LLC | 2,144 | $952.7K | 0.09% | +296+16.0% | Added |
| Opal Capital LLC | 2,130 | $946.6K | 0.17% | +1,744+451.8% | Added |
| Mesirow Financial Investment Management, Inc. | 2,127 | $945.2K | 0.02% | −23−1.1% | Reduced |
| Novem Group | 2,107 | $936.5K | 0.11% | +107+5.4% | Added |
| Banque Cantonale Vaudoise | 2,103 | $934.0K | 0.04% | +1,505+251.7% | Added |
| Fielder Capital Group LLC | 2,093 | $930.0K | 0.20% | +19+0.9% | Added |
| Adapt Wealth Advisors, LLC | 2,092 | $929.7K | 0.34% | +64+3.2% | Added |
| Ossiam | 2,047 | $909.7K | 0.02% | +752+58.1% | Added |
| Bull Harbor Capital LLC | 2,043 | $907.9K | 0.24% | +2,043 | New |
| Assetmark, Inc | 2,037 | $905.1K | 0.00% | +16+0.8% | Added |
| Waddell & Associates, LLC | 2,031 | $902.6K | 0.05% | +890+78.0% | Added |
| Round Rock Advisors, LLC | 2,023 | $899.0K | 0.14% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,023 | $898.9K | 0.13% | +33+1.7% | Added |
| Kinneret Advisory, LLC | 2,014 | $895.0K | 0.08% | −89−4.2% | Reduced |
| Manchester Capital Management LLC | 2,008 | $892.4K | 0.13% | −8−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,008 | $892.4K | 0.05% | +1,012+101.6% | Added |
| Guinness Asset Management LTD | 2,002 | $889.7K | 0.02% | −21−1.0% | Reduced |
| AE Wealth Management LLC | 1,988 | $883.3K | 0.00% | −2,254−53.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,985 | $882.3K | 0.02% | +91+4.8% | Added |
| Fundamentun, LLC | 1,967 | $874.4K | 0.04% | +309+18.6% | Added |
| Evergreen Capital Management LLC | 1,964 | $872.8K | 0.02% | +98+5.3% | Added |
| Resources Investment Advisors, LLC. | 1,962 | $872.1K | 0.01% | −509−20.6% | Reduced |
| US Asset Management LLC | 1,934 | $859.5K | 0.74% | −6−0.3% | Reduced |
| Prudential PLC | 1,875 | $833.3K | 0.01% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,864 | $828.4K | 0.11% | −85−4.4% | Reduced |
| 111 Capital | 1,856 | $824.8K | 0.20% | +1,856 | New |
| Legacy Trust | 1,848 | $821.3K | 0.16% | −1−0.1% | Reduced |
| Norden Group LLC | 1,839 | $817.5K | 0.08% | +2+0.1% | Added |
| Ritholtz Wealth Management | 1,839 | $817.2K | 0.01% | −137−6.9% | Reduced |
| Snowden Capital Advisors LLC | 1,825 | $811.0K | 0.02% | −285−13.5% | Reduced |
| Rothschild Investment LLC | 1,818 | $808.1K | 0.04% | +432+31.2% | Added |
| Moneta Group Investment Advisors LLC | 1,806 | $802.8K | 0.01% | −77−4.1% | Reduced |
| Pinnacle Associates Ltd | 1,800 | $800.1K | 0.01% | +302+20.2% | Added |
| Quent Capital, LLC | 1,790 | $795.6K | 0.06% | −98−5.2% | Reduced |
| Van Strum & Towne Inc. | 1,790 | $795.5K | 0.23% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,787 | $794.1K | 0.05% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 1,764 | $783.9K | 0.08% | −136−7.2% | Reduced |
| Aquatic Capital Management LLC | 1,737 | $771.9K | 0.02% | −6,432−78.7% | Reduced |
| Convergence Investment Partners, LLC | 1,735 | $771.1K | 0.13% | +1,735 | New |
| First Citizens Bank & Trust Co | 1,730 | $768.8K | 0.02% | −33−1.9% | Reduced |
| Krilogy Financial LLC | 1,674 | $768.3K | 0.02% | −396−19.1% | Reduced |
| Cary Street Partners Financial LLC | 1,728 | $767.9K | 0.02% | −2−0.1% | Reduced |
| Larson Financial Group LLC | 1,715 | $762.3K | 0.02% | −219−11.3% | Reduced |
| Smithfield Trust Co | 1,715 | $761.0K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,698 | $754.4K | 0.01% | −958−36.1% | Reduced |
| Adelphi Trust Co | 1,697 | $754.1K | 0.61% | +204+13.7% | Added |
| Park National Corp | 1,696 | $753.7K | 0.02% | +700+70.3% | Added |
| Spinnaker Trust | 1,685 | $748.8K | 0.04% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 1,657 | $736.4K | 0.12% | +27+1.7% | Added |
| AlphaGrep UK Ltd | 1,657 | $736.4K | 0.22% | −856−34.1% | Reduced |
| Ancora Advisors, LLC | 1,650 | $733.3K | 0.02% | +4+0.2% | Added |
| TigerOak Management, L.L.C. | 1,645 | $731.0K | 0.23% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 1,635 | $726.4K | 0.04% | −39−2.3% | Reduced |
| Parkshore Wealth Management, Inc. | 1,616 | $718.3K | 0.24% | 00.0% | Unchanged |
| Searle & Co. | 1,615 | $717.8K | 0.18% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,613 | $716.8K | 0.05% | −1−0.1% | Reduced |
| Pennsylvania Capital Management Inc | 1,606 | $713.7K | 0.20% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,605 | $713.1K | 0.02% | +479+42.5% | Added |
| Catalytic Wealth RIA, LLC | 1,603 | $712.4K | 0.03% | −3−0.2% | Reduced |
| Empirical Asset Management, LLC | 1,593 | $707.9K | 0.19% | +1,593 | New |
| Grimes & Company, Inc. | 1,592 | $707.4K | 0.02% | +53+3.4% | Added |
| Skba Capital Management LLC | 1,590 | $706.6K | 0.10% | −450−22.1% | Reduced |
| St Germain D J Co Inc | 1,590 | $706.6K | 0.03% | −36−2.2% | Reduced |
| Hancock Whitney Corp | 1,488 | $700.3K | 0.01% | 00.0% | Unchanged |
| Armis Advisers, LLC | 1,486 | $697.3K | 0.07% | −119−7.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,569 | $697.3K | 0.03% | +1,569 | New |
| Modern Wealth Management, LLC | 1,596 | $696.9K | 0.01% | +94+6.3% | Added |
| Virginia Retirement Systems Et Al | 1,560 | $693.3K | 0.01% | −31,840−95.3% | Reduced |
| Marble Wealth, LLC | 1,557 | $691.9K | 0.12% | −150−8.8% | Reduced |