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 |
|---|---|---|---|---|---|
| Aries Wealth Management | 1,081 | $480.4K | 0.11% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 1,080 | $480.0K | 0.02% | −20−1.8% | Reduced |
| B&L Asset Management LLC | 1,080 | $480.0K | 0.21% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,076 | $478.5K | 0.02% | −96−8.2% | Reduced |
| Equitable Holdings, Inc. | 985 | $478.0K | 0.00% | +255+34.9% | Added |
| Independence Bank of Kentucky | 1,072 | $476.4K | 0.06% | −15−1.4% | Reduced |
| Wright Investors Service Inc | 1,064 | $472.8K | 0.15% | −627−37.1% | Reduced |
| Harbour Investments, Inc. | 1,061 | $471.9K | 0.01% | +90+9.3% | Added |
| CIBC World Markets Inc. | 1,061 | $471.5K | 0.00% | −3,645−77.5% | Reduced |
| Parkside Financial Bank & Trust | 1,057 | $469.7K | 0.04% | −83−7.3% | Reduced |
| Dorato Capital Management | 1,035 | $469.0K | 0.35% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,055 | $468.8K | 0.01% | −41−3.7% | Reduced |
| Cetera Trust Company, N.A | 1,050 | $466.6K | 0.26% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,050 | $466.6K | 0.02% | +1,050 | New |
| Beacon Financial Group | 1,042 | $463.0K | 0.05% | −22−2.1% | Reduced |
| IFP Advisors, Inc | 1,039 | $461.7K | 0.01% | −372−26.4% | Reduced |
| Gibbs Wealth Management | 1,032 | $458.6K | 0.06% | +1,032 | New |
| Optimize Financial Inc | 1,024 | $455.1K | 0.22% | +90+9.6% | Added |
| denkapparat Operations GmbH | 1,022 | $454.2K | 0.19% | −366−26.4% | Reduced |
| Sterling Wealth Management, Inc. | 1,022 | $454.2K | 0.12% | +1+0.1% | Added |
| Laurel Wealth Planning LLC | 1,019 | $452.8K | 0.24% | +1,019 | New |
| Investment Research Partners LLC | 1,017 | $452.0K | 0.18% | −79−7.2% | Reduced |
| Anchyra Partners LLC | 1,017 | $452.0K | 0.14% | −11−1.1% | Reduced |
| Quantum Financial Advisors, LLC | 1,017 | $451.7K | 0.05% | −1−0.1% | Reduced |
| First Business Financial Services, Inc. | 1,015 | $451.1K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,014 | $450.6K | 0.01% | −55−5.1% | Reduced |
| Fort Sheridan Advisors LLC | 1,014 | $450.6K | 0.05% | 00.0% | Unchanged |
| Somerset Trust Co | 1,014 | $450.6K | 0.14% | +3+0.3% | Added |
| Virtu Financial LLC | 1,013 | $450.0K | 0.02% | +1,013 | New |
| Arthur M. Cohen & Associates, LLC | 1,029 | $449.3K | 0.08% | −135−11.6% | Reduced |
| Impact Investors, Inc | 1,011 | $449.3K | 0.31% | −1,355−57.3% | Reduced |
| Enzi Wealth | 1,010 | $448.8K | 0.16% | −4−0.4% | Reduced |
| Renasant Bank | 1,001 | $444.8K | 0.31% | +15+1.5% | Added |
| Armstrong, Fleming & Moore, Inc | 1,000 | $444.4K | 0.19% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 960 | $442.9K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 991 | $440.4K | 0.01% | −12,368−92.6% | Reduced |
| Everett Harris & Co | 991 | $440.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 988 | $439.1K | 0.04% | −4−0.4% | Reduced |
| Sovran Advisors, LLC | 924 | $438.6K | 0.03% | −73−7.3% | Reduced |
| McRae Capital Management Inc | 985 | $437.7K | 0.09% | −50−4.8% | Reduced |
| SageView Advisory Group, LLC | 979 | $434.9K | 0.02% | −44−4.3% | Reduced |
| Simplicity Wealth,LLC | 978 | $434.4K | 0.02% | −124−11.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 972 | $431.9K | 0.01% | +44+4.7% | Added |
| Oxford Asset Management LLP | 969 | $430.6K | 0.17% | +969 | New |
| Dakota Community Bank & Trust NA | 968 | $430.2K | 1.46% | −18−1.8% | Reduced |
| Ocean Capital Management, LLC | 965 | $428.9K | 0.09% | +2+0.2% | Added |
| GTS Securities LLC | 965 | $428.8K | 0.02% | −824−46.1% | Reduced |
| LMCG Investments, LLC | 964 | $428.4K | 0.03% | −9−0.9% | Reduced |
| Entruity Wealth, LLC | 960 | $426.6K | 0.29% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 957 | $425.3K | 0.00% | −289−23.2% | Reduced |
| Bailard, Inc. | 956 | $424.8K | 0.01% | +5+0.5% | Added |
| JBF Capital, Inc. | 950 | $422.2K | 0.06% | +425+81.0% | Added |
| Foundations Investment Advisors, LLC | 946 | $420.3K | 0.01% | +509+116.5% | Added |
| Sunflower Bank, N.A. | 938 | $416.8K | 0.11% | +1+0.1% | Added |
| Hickory Point Bank & Trust | 935 | $415.5K | 0.27% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 932 | $414.2K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 926 | $411.5K | 0.01% | +1+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 921 | $409.5K | 0.02% | +63+7.3% | Added |
| Carr Financial Group Corp | 916 | $407.3K | 0.11% | +8+0.9% | Added |
| MidFirst Bank | 913 | $405.7K | 0.03% | −3,358−78.6% | Reduced |
| EntryPoint Capital, LLC | 910 | $404.4K | 0.12% | −1,722−65.4% | Reduced |
| HBK Sorce Advisory LLC | 868 | $404.1K | 0.01% | +14+1.6% | Added |
| Beaton Management Co. Inc. | 910 | $404.0K | 0.18% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 908 | $403.5K | 0.03% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 901 | $400.0K | 0.12% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 898 | $399.1K | 0.02% | −6−0.7% | Reduced |
| Fidelis Capital Partners, LLC | 898 | $399.1K | 0.03% | +33+3.8% | Added |
| Ramirez Asset Management, Inc. | 896 | $398.2K | 0.05% | −1,819−67.0% | Reduced |
| Leavell Investment Management, Inc. | 893 | $396.8K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 893 | $396.8K | 0.17% | +75+9.2% | Added |
| Perfromance Wealth Partners, LLC | 890 | $395.5K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 889 | $393.7K | 0.04% | +889 | New |
| Advisors Capital Management, LLC | 884 | $392.9K | 0.00% | +37+4.4% | Added |
| Cigna Investments Inc | 880 | $391.0K | 0.06% | −53−5.7% | Reduced |
| Private Wealth Asset Management, LLC | 877 | $389.7K | 0.04% | −1−0.1% | Reduced |
| Shelton Capital Management | 876 | $389.3K | 0.01% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 867 | $385.3K | 0.26% | +115+15.3% | Added |
| National Asset Management, Inc. | 877 | $384.5K | 0.02% | −601−40.7% | Reduced |
| Hengehold Capital Management LLC | 864 | $384.0K | 0.03% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 861 | $382.8K | 0.00% | +140+19.4% | Added |
| Gladstone Institutional Advisory LLC | 861 | $382.7K | 0.01% | −840−49.4% | Reduced |
| Everpar Advisors LLC | 858 | $381.3K | 0.13% | −21−2.4% | Reduced |
| Whittier Trust Co | 883 | $380.0K | 0.00% | −28−3.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 855 | $380.0K | 0.04% | +24+2.9% | Added |
| CenterStar Asset Management, LLC | 856 | $379.7K | 0.37% | +856 | New |
| Cookson Peirce & Co Inc | 851 | $378.2K | 0.02% | +851 | New |
| Optimist Retirement Group LLC | 847 | $376.4K | 0.17% | +195+29.9% | Added |
| Sendero Wealth Management, LLC | 846 | $376.0K | 0.04% | −91−9.7% | Reduced |
| Legato Capital Management LLC | 846 | $376.0K | 0.03% | −1,349−61.5% | Reduced |
| Fisher Asset Management, LLC | 845 | $375.7K | 0.00% | +43+5.4% | Added |
| Ashton Thomas Private Wealth, LLC | 844 | $375.1K | 0.01% | +92+12.2% | Added |
| RiverFront Investment Group, LLC | 844 | $375.1K | 0.01% | +844 | New |
| Apella Capital, LLC | 820 | $374.2K | 0.01% | +54+7.0% | Added |
| waypoint wealth counsel | 841 | $373.7K | 0.19% | +249+42.1% | Added |
| Colonial Trust Co | 840 | $373.3K | 0.05% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 837 | $372.0K | 0.01% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 836 | $371.5K | 0.08% | −5−0.6% | Reduced |
| Sowell Financial Services LLC | 833 | $370.1K | 0.01% | −323−27.9% | Reduced |
| Grove Bank & Trust | 826 | $367.1K | 0.04% | −18−2.1% | Reduced |
| Tradition Wealth Management, LLC | 823 | $365.8K | 0.03% | −2−0.2% | Reduced |