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, Q2 2026
Institutional positions in Ameriprise Financial Inc as of Jun 30, 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
- 1,396
- +15 vs. Q1 2026
- Shares held
- 78.3M
- −152.8K (−0.2%) vs. Q1 2026
- Total value
- $35.9B
- +$1.06B (+3.0%) vs. Q1 2026
- New holders
- 109
- 463 more added
- Sold out
- 94
- 538 more reduced
13 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Ameriprise Financial Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Monetary Solutions, Ltd | 124 | $56.9K | 0.05% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 126 | $57.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 126 | $57.8K | 0.00% | +1+0.8% | Added |
| Zions Bancorporation, National Association | 131 | $60.1K | 0.00% | +10+8.3% | Added |
| Ameriflex Group, Inc. | 132 | $60.6K | 0.02% | +7+5.6% | Added |
| Operose Advisors LLC | 135 | $61.9K | 0.01% | −28−17.2% | Reduced |
| Center for Financial Planning, Inc. | 137 | $62.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $63.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 138 | $63.3K | 0.01% | +138 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 139 | $63.8K | 0.02% | +49+54.4% | Added |
| SJS Investment Consulting Inc. | 140 | $64.2K | 0.01% | +29+26.1% | Added |
| Silver Grove Financial Group, Inc. | 144 | $66.1K | 0.04% | +144 | New |
| Rexford Capital Inc | 147 | $67.4K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 150 | $68.8K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 152 | $69.7K | 0.00% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 154 | $70.6K | 0.00% | −59−27.7% | Reduced |
| Westfuller Advisors, LLC | 155 | $71.3K | 0.03% | −5−3.1% | Reduced |
| High Note Wealth, LLC | 156 | $71.6K | 0.01% | −6−3.7% | Reduced |
| Alpine Bank Wealth Management | 156 | $71.6K | 0.01% | +156 | New |
| Morton Brown Family Wealth, LLC | 160 | $73.4K | 0.02% | +1+0.6% | Added |
| Fortitude Family Office, LLC | 180 | $82.6K | 0.02% | +4+2.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 180 | $82.9K | 0.00% | +180 | New |
| Flagship Wealth Advisors, LLC | 185 | $84.9K | 0.02% | +105+131.3% | Added |
| Wellington-Altus USA Inc. | 196 | $87.1K | 0.06% | 00.0% | Unchanged |
| Security National Bank | 191 | $87.6K | 0.01% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 195 | $89.5K | 0.07% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 197 | $90.4K | 0.01% | +49+33.1% | Added |
| Kimelman & Baird, LLC | 200 | $91.8K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $91.8K | 0.06% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 200 | $91.8K | 0.08% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 200 | $92.0K | 0.00% | −150−42.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 204 | $93.6K | 0.01% | +53+35.1% | Added |
| Bell Investment Advisors, Inc | 208 | $95.4K | 0.01% | +117+128.6% | Added |
| Motco | 214 | $98.2K | 0.01% | +3+1.4% | Added |
| True Wealth Design, LLC | 220 | $100.9K | 0.02% | −175−44.3% | Reduced |
| Versant Capital Management, Inc | 231 | $106.0K | 0.01% | −68−22.7% | Reduced |
| Armstrong Advisory Group, Inc | 231 | $106.0K | 0.01% | −9−3.8% | Reduced |
| CoreFirst Bank & Trust | 243 | $111.5K | 0.06% | 00.0% | Unchanged |
| Swiss Re Ltd | 244 | $111.9K | 0.01% | +220+916.7% | Added |
| GW&K Investment Management, LLC | 245 | $112.0K | 0.00% | −4−1.6% | Reduced |
| Old Second National Bank of Aurora | 245 | $112.4K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 248 | $113.8K | 0.06% | −8−3.1% | Reduced |
| NBT Bank N A | 250 | $114.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 250 | $114.7K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 254 | $116.5K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 255 | $117.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 255 | $117.0K | 0.00% | −6−2.3% | Reduced |
| Breakwater Investment Management | 262 | $120.2K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 265 | $121.6K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 258 | $123.7K | 0.02% | +1+0.4% | Added |
| Anchor Investment Management, LLC | 270 | $123.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 276 | $126.6K | 0.15% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 278 | $127.5K | 0.01% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 280 | $128.5K | 0.05% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 292 | $134.0K | 0.06% | +2+0.7% | Added |
| Basecamp Wealth Advisors LLC | 297 | $136.3K | 0.03% | −28−8.6% | Reduced |
| Hantz Financial Services, Inc. | 305 | $140.0K | 0.00% | −20−6.2% | Reduced |
| Capula Management Ltd | 309 | $141.8K | 0.00% | +154+99.4% | Added |
| Roble, Belko & Company, Inc | 310 | $142.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 312 | $143.1K | 0.01% | −4−1.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 326 | $149.6K | 0.01% | −6−1.8% | Reduced |
| United Community Bank | 326 | $149.6K | 0.05% | +10+3.2% | Added |
| NBH Bank | 330 | $151.4K | 0.06% | +330 | New |
| Boyd Watterson Asset Management LLC | 331 | $151.9K | 0.04% | −15−4.3% | Reduced |
| Financial Perspectives, Inc | 338 | $155.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 340 | $156.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 342 | $156.9K | 0.02% | +194+131.1% | Added |
| Essential Partners LLC | 345 | $158.3K | 0.07% | +51+17.3% | Added |
| Crews Bank & Trust | 358 | $164.2K | 0.02% | −100−21.8% | Reduced |
| Westpac Banking Corp | 360 | $165.2K | 0.01% | +70+24.1% | Added |
| TIAA Wealth Investment Management LLC | 385 | $176.6K | 0.00% | −15−3.8% | Reduced |
| Westend Capital Management, LLC | 386 | $177.1K | 0.04% | −20−4.9% | Reduced |
| Aberdeen Wealth Management LLC | 386 | $177.1K | 0.08% | +386 | New |
| LRI Investments, LLC | 394 | $180.8K | 0.01% | +47+13.5% | Added |
| Central Pacific Bank - Trust Division | 405 | $185.8K | 0.02% | +405 | New |
| Coston, McIsaac & Partners | 414 | $189.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 420 | $192.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 422 | $193.6K | 0.04% | −364−46.3% | Reduced |
| Generali Investments, Management Co LLC | 425 | $195.0K | 0.04% | +244+134.8% | Added |
| Caldwell Sutter Capital, Inc. | 428 | $196.3K | 0.07% | −344−44.6% | Reduced |
| Harbor Investment Advisory, LLC | 428 | $196.3K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 433 | $199.0K | 0.02% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 437 | $200.5K | 0.01% | −110−20.1% | Reduced |
| Macroview Investment Management LLC | 440 | $201.9K | 0.13% | +440 | New |
| Concorde Asset Management, LLC | 440 | $201.9K | 0.12% | +440 | New |
| Beese Fulmer Investment Management, Inc. | 441 | $202.3K | 0.01% | −315−41.7% | Reduced |
| Optiver Holding B.V. | 441 | $202.3K | 0.00% | +441 | New |
| Scotia Capital Inc. | 441 | $202.3K | 0.00% | +441 | New |
| Argent Capital Management LLC | 445 | $204.1K | 0.01% | −32−6.7% | Reduced |
| Mayflower Financial Advisors, LLC | 445 | $204.1K | 0.02% | −11−2.4% | Reduced |
| Riverbend Wealth Management, LLC | 445 | $204.3K | 0.10% | +445 | New |
| Tred Avon Family Wealth, LLC | 446 | $204.6K | 0.06% | −31−6.5% | Reduced |
| Paragon Private Wealth Management, LLC | 447 | $205.0K | 0.05% | −73−14.0% | Reduced |
| Sym Financial Corp | 449 | $206.0K | 0.02% | +449 | New |
| Charter Trust Co | 449 | $206.0K | 0.01% | +449 | New |
| Graves-Light Private Wealth Management, Inc. | 450 | $206.4K | 0.02% | −56−11.1% | Reduced |
| ZEGA Investments, LLC | 450 | $206.4K | 0.03% | +450 | New |
| Cherry Tree Wealth Management, LLC | 451 | $206.9K | 0.04% | −23−4.9% | Reduced |
| Wealthcare Advisory Partners LLC | 452 | $207.4K | 0.00% | +2+0.4% | Added |
| Cambridge Financial Group, LLC | 453 | $207.8K | 0.07% | 00.0% | Unchanged |