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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 1,555 | $691.4K | 0.01% | +485+45.3% | Added |
| First County Bank | 1,553 | $690.2K | 0.37% | +698+81.6% | Added |
| First Bank & Trust | 1,553 | $690.2K | 0.11% | −300−16.2% | Reduced |
| Everence Capital Management Inc | 1,540 | $684.0K | 0.04% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,500 | $666.6K | 0.10% | −3,790−71.6% | Reduced |
| Dodge & Cox | 1,500 | $666.6K | 0.00% | 00.0% | Unchanged |
| Ibex Investors LLC | 1,500 | $666.6K | 0.46% | +1,500 | New |
| Scientech Research LLC | 1,489 | $661.7K | 0.55% | +402+37.0% | Added |
| Parcion Private Wealth LLC | 1,483 | $659.0K | 0.04% | +69+4.9% | Added |
| PFG Investments, LLC | 1,481 | $658.0K | 0.03% | −7−0.5% | Reduced |
| Tema ETFs LLC | 1,478 | $656.8K | 0.04% | +7+0.5% | Added |
| Exchange Traded Concepts, LLC | 1,475 | $655.5K | 0.01% | +1,000+210.5% | Added |
| Elyxium Wealth, LLC | 1,473 | $654.7K | 0.21% | +20+1.4% | Added |
| Boston Family Office LLC | 1,458 | $648.0K | 0.04% | +1,458 | New |
| Premier Path Wealth Partners, LLC | 1,452 | $645.3K | 0.08% | +130+9.8% | Added |
| Kornitzer Capital Management Inc | 1,450 | $644.4K | 0.01% | −10,085−87.4% | Reduced |
| Accel Wealth Management | 1,447 | $642.9K | 0.17% | +5+0.3% | Added |
| Ballentine Partners, LLC | 1,440 | $639.9K | 0.01% | −101−6.6% | Reduced |
| ROI Financial Advisors, LLC | 1,439 | $639.6K | 0.38% | −33−2.2% | Reduced |
| Insigneo Advisory Services, LLC | 1,438 | $639.1K | 0.05% | +71+5.2% | Added |
| Capstone Investment Advisors, LLC | 1,430 | $635.5K | 0.01% | +511+55.6% | Added |
| Mather Group, LLC. | 1,414 | $628.3K | 0.01% | −83−5.5% | Reduced |
| Crewe Advisors LLC | 1,409 | $626.2K | 0.05% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 1,407 | $625.3K | 0.04% | −4−0.3% | Reduced |
| Strathmore Capital Advisors, Inc. | 1,346 | $624.7K | 0.18% | −1−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,400 | $622.2K | 0.21% | +784+127.3% | Added |
| Integrated Advisors Network LLC | 1,396 | $620.5K | 0.03% | −43−3.0% | Reduced |
| Two Sigma Securities, LLC | 1,393 | $619.0K | 0.07% | +1,393 | New |
| Lyell Wealth Management, LP | 1,392 | $618.6K | 0.05% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,387 | $616.4K | 0.14% | +252+22.2% | Added |
| Mission Wealth Management, LP | 1,382 | $614.0K | 0.01% | +53+4.0% | Added |
| NBC Securities, Inc. | 1,381 | $613.7K | 0.05% | +39+2.9% | Added |
| Journey Strategic Wealth LLC | 1,377 | $611.9K | 0.02% | +141+11.4% | Added |
| Pointe Capital Management LLC | 1,372 | $609.7K | 0.30% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 1,369 | $608.3K | 0.01% | +73+5.6% | Added |
| Wedbush Securities Inc | 1,345 | $598.0K | 0.02% | −238−15.0% | Reduced |
| Evolve Private Wealth, LLC | 1,342 | $596.4K | 0.03% | +321+31.4% | Added |
| Great Valley Advisor Group, Inc. | 1,339 | $594.7K | 0.01% | −25−1.8% | Reduced |
| Stephens Inc | 1,336 | $593.8K | 0.01% | −31−2.3% | Reduced |
| Spire Wealth Management | 1,334 | $593.0K | 0.02% | +198+17.4% | Added |
| Argent Trust Co | 1,320 | $586.6K | 0.02% | −357−21.3% | Reduced |
| Piedmont Capital Management, LLC | 1,320 | $586.6K | 0.39% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,314 | $583.9K | 0.02% | +1+0.1% | Added |
| Baker Avenue Asset Management, LP | 1,306 | $580.6K | 0.01% | +1,306 | New |
| Catalyst Financial Partners LLC | 1,300 | $577.7K | 0.07% | −36−2.7% | Reduced |
| Northcape Wealth Management, LLC | 1,300 | $577.7K | 0.16% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,295 | $575.4K | 0.04% | +2+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 1,288 | $572.6K | 0.01% | −24−1.8% | Reduced |
| Legacy Capital Group California, Inc. | 1,287 | $572.0K | 0.22% | −186−12.6% | Reduced |
| Pettee Investors, Inc. | 1,200 | $569.7K | 0.29% | 00.0% | Unchanged |
| Private Trust Co NA | 1,278 | $568.1K | 0.05% | +135+11.8% | Added |
| New Wave Wealth Advisors LLC | 1,278 | $567.9K | 0.20% | +409+47.1% | Added |
| Old Port Advisors | 1,272 | $565.4K | 0.13% | +14+1.1% | Added |
| 1832 Asset Management L.P. | 1,265 | $562.2K | 0.00% | −3,833−75.2% | Reduced |
| Wesbanco Bank Inc | 1,265 | $562.2K | 0.02% | −35−2.7% | Reduced |
| Trifecta Capital Advisors, LLC | 1,260 | $559.9K | 0.09% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,254 | $557.3K | 0.03% | −292−18.9% | Reduced |
| Green Harvest Asset Management LLC | 1,245 | $553.3K | 0.01% | +1+0.1% | Added |
| Custom Index Systems, LLC | 1,241 | $551.5K | 0.24% | −13−1.0% | Reduced |
| Miracle Mile Advisors, LLC | 1,233 | $547.9K | 0.01% | −68−5.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,228 | $545.9K | 0.04% | +54+4.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,225 | $544.5K | 0.04% | +343+38.9% | Added |
| Wellington Shields Capital Management, LLC | 1,220 | $542.2K | 0.08% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,219 | $541.7K | 0.03% | −46−3.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,215 | $540.0K | 0.13% | −16−1.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,208 | $539.2K | 0.05% | +575+90.8% | Added |
| Synergy Financial Management, LLC | 1,208 | $536.8K | 0.06% | +1,208 | New |
| Stratos Wealth Partners, LTD. | 1,207 | $536.5K | 0.01% | −181−13.0% | Reduced |
| McLean Asset Management Corp | 1,203 | $534.8K | 0.09% | −21−1.7% | Reduced |
| Eastern Bank | 1,202 | $534.2K | 0.01% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,200 | $533.3K | 0.12% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,196 | $531.5K | 0.02% | +1,196 | New |
| BLB&B Advisors, LLC | 1,190 | $528.8K | 0.02% | −15−1.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,190 | $528.8K | 0.01% | +282+31.1% | Added |
| Rathbone Brothers plc | 1,188 | $527.9K | 0.00% | −12−1.0% | Reduced |
| Colter Lewis Investment Partners LLC | 1,188 | $527.9K | 0.50% | 00.0% | Unchanged |
| First National Bank of Omaha | 1,195 | $527.7K | 0.02% | +570+91.2% | Added |
| Drive Wealth Management, LLC | 1,180 | $524.3K | 0.11% | −50−4.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,214 | $522.5K | 0.01% | +88+7.8% | Added |
| Pallas Capital Advisors LLC | 1,170 | $519.9K | 0.02% | −327−21.8% | Reduced |
| KTF Investments, LLC | 1,165 | $517.7K | 0.09% | −240−17.1% | Reduced |
| Valeo Financial Advisors, LLC | 1,160 | $515.5K | 0.01% | −823−41.5% | Reduced |
| Qtron Investments LLC | 1,159 | $515.1K | 0.07% | +1+0.1% | Added |
| Fire Capital Management LLC | 1,150 | $511.1K | 0.24% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 1,150 | $511.1K | 0.01% | +182+18.8% | Added |
| Segment Wealth Management, LLC | 1,146 | $509.3K | 0.03% | +43+3.9% | Added |
| Flagship Harbor Advisors, LLC | 1,144 | $508.2K | 0.02% | −47−3.9% | Reduced |
| Woodmont Investment Counsel LLC | 1,141 | $507.1K | 0.03% | +115+11.2% | Added |
| Ellevest, Inc. | 1,133 | $503.5K | 0.07% | +136+13.6% | Added |
| Berkshire Asset Management LLC | 1,126 | $500.6K | 0.02% | −135−10.7% | Reduced |
| South Plains Financial, Inc. | 1,116 | $495.9K | 0.29% | +115+11.5% | Added |
| OneAscent Investment Solutions LLC | 1,112 | $494.2K | 0.49% | +269+31.9% | Added |
| Modera Wealth Management, LLC | 1,109 | $492.8K | 0.01% | −87−7.3% | Reduced |
| Neville Rodie & Shaw Inc | 1,106 | $491.0K | 0.04% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,102 | $489.7K | 0.05% | +1,102 | New |
| nVerses Capital, LLC | 1,102 | $489.7K | 0.45% | +1,102 | New |
| Payden & Rygel | 1,100 | $489.0K | 0.04% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,090 | $484.4K | 0.06% | +1,090 | New |
| Checchi Capital Advisers, LLC | 1,087 | $483.0K | 0.03% | +115+11.8% | Added |
| Trust Asset Management LLC | 1,085 | $482.2K | 0.03% | 00.0% | Unchanged |