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 |
|---|---|---|---|---|---|
| Buffalo Business & Estate Services Ltd | – | $208.0K | 0.03% | – | – |
| Tufton Capital Management | 455 | $208.0K | 0.03% | 00.0% | Unchanged |
| Rockland Trust Co | 454 | $208.3K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 455 | $208.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 461 | $211.0K | 0.00% | +1+0.2% | Added |
| Plancorp, LLC | 408 | $211.4K | 0.01% | +408 | New |
| 1776 Wealth LLC | 463 | $212.0K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 462 | $212.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 464 | $212.9K | 0.01% | −30−6.1% | Reduced |
| Quotient Wealth Partners, LLC | 465 | $213.3K | 0.01% | −3−0.6% | Reduced |
| Alpha Family Trust | 470 | $215.6K | 0.09% | 00.0% | Unchanged |
| FIL Ltd | 471 | $216.1K | 0.00% | −1,967−80.7% | Reduced |
| Stock Yards Bank & Trust Co | 471 | $216.1K | 0.01% | +2+0.4% | Added |
| Enterprise Financial Services Corp | 472 | $216.5K | 0.09% | −3−0.6% | Reduced |
| Eagle Bay Advisors LLC | 475 | $217.8K | 0.16% | +475 | New |
| Mutual Advisors, LLC | 477 | $218.8K | 0.00% | +11+2.4% | Added |
| YHB Investment Advisors, Inc. | 478 | $219.3K | 0.01% | −10−2.0% | Reduced |
| Fiduciary Family Office, LLC | 478 | $219.3K | 0.05% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 480 | $220.2K | 0.00% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 481 | $220.7K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 481 | $220.8K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 482 | $221.2K | 0.00% | −22−4.4% | Reduced |
| Argus Investors' Counsel, Inc. | 483 | $221.6K | 0.17% | +1+0.2% | Added |
| Guardian Wealth Advisors, LLC | 485 | $222.5K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 490 | $224.8K | 0.02% | −1−0.2% | Reduced |
| Evolve Private Wealth, LLC | 490 | $225.0K | 0.01% | −852−63.5% | Reduced |
| Hill Island Financial LLC | 491 | $225.3K | 0.05% | −5−1.0% | Reduced |
| Avidian Wealth Solutions, LLC | 491 | $225.3K | 0.01% | +1+0.2% | Added |
| Clifford Swan Investment Counsel LLC | 493 | $226.2K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 498 | $228.4K | 0.01% | +17+3.5% | Added |
| Parsons Capital Management Inc | 498 | $228.5K | 0.01% | −102−17.0% | Reduced |
| Philadelphia Trust Co | 500 | $229.0K | 0.01% | −50−9.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 500 | $229.4K | 0.10% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 503 | $230.5K | 0.01% | +21+4.4% | Added |
| KCM Investment Advisors LLC | 503 | $230.8K | 0.01% | −10−1.9% | Reduced |
| Evercore Wealth Management, LLC | 503 | $230.8K | 0.00% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 503 | $230.8K | 0.02% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 504 | $231.2K | 0.11% | −12−2.3% | Reduced |
| CVA Family Office, LLC | 505 | $231.7K | 0.02% | −10−1.9% | Reduced |
| Avantax Planning Partners, Inc. | 506 | $232.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 506 | $232.1K | 0.03% | +506 | New |
| Natural Investments, LLC | 509 | $233.0K | 0.05% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 510 | $234.0K | 0.07% | −70−12.1% | Reduced |
| Oppenheimer & Co Inc | 511 | $234.4K | 0.00% | +11+2.2% | Added |
| Michels Family Financial, LLC | 513 | $235.3K | 0.15% | +11+2.2% | Added |
| Plan Group Financial, LLC | 515 | $236.3K | 0.05% | +515 | New |
| VestGen Advisors, LLC | 522 | $239.5K | 0.01% | −78−13.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 525 | $240.8K | 0.02% | −1−0.2% | Reduced |
| Wilkins Investment Counsel Inc | 525 | $240.8K | 0.03% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 527 | $241.8K | 0.04% | 00.0% | Unchanged |
| Accredited Investors Inc. | 528 | $242.2K | 0.01% | −37−6.5% | Reduced |
| Revolve Wealth Partners, LLC | 529 | $242.7K | 0.03% | +25+5.0% | Added |
| Park Place Capital Corp | 530 | $243.1K | 0.04% | −76−12.5% | Reduced |
| R Squared Ltd | 531 | $243.6K | 0.13% | +531 | New |
| Penserra Capital Management LLC | 534 | $244.0K | 0.00% | −1,825−77.4% | Reduced |
| Resurgent Financial Advisors LLC | 533 | $244.5K | 0.07% | +533 | New |
| Kiley Juergens Wealth Management, LLC | 536 | $245.9K | 0.04% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 538 | $246.8K | 0.06% | −29−5.1% | Reduced |
| Wealthstar Advisors, LLC | 538 | $246.8K | 0.12% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 540 | $248.0K | 0.00% | −39−6.7% | Reduced |
| Institute for Wealth Management, LLC. | 541 | $248.2K | 0.02% | −64−10.6% | Reduced |
| Ignite Planners, LLC | 542 | $248.6K | 0.03% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 543 | $249.1K | 0.03% | −10−1.8% | Reduced |
| Gilman Hill Asset Management, LLC | 545 | $250.0K | 0.03% | −132−19.5% | Reduced |
| Xxi Wealth, LLC | 545 | $250.0K | 0.11% | +545 | New |
| TD Private Client Wealth LLC | 546 | $250.5K | 0.00% | −1,790−76.6% | Reduced |
| Root Financial Partners, LLC | 546 | $250.5K | 0.01% | −276−33.6% | Reduced |
| Platform Technology Partners | 547 | $250.9K | 0.04% | −35−6.0% | Reduced |
| Revisor Wealth Management LLC | 548 | $251.4K | 0.06% | +62+12.8% | Added |
| Hobbs Group Advisors, LLC | 551 | $252.8K | 0.07% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 551 | $252.8K | 0.07% | −2−0.4% | Reduced |
| Emprise Bank | 551 | $252.8K | 0.09% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 552 | $253.2K | 0.05% | 00.0% | Unchanged |
| Simmons Bank | 552 | $253.2K | 0.01% | +552 | New |
| Walker Asset Management, LLC | 553 | $253.5K | 0.13% | +2+0.4% | Added |
| Cascade Financial Partners, LLC | 554 | $254.2K | 0.02% | +1+0.2% | Added |
| Interchange Capital Partners, LLC | 560 | $255.9K | 0.05% | +5+0.9% | Added |
| Invested Advisors | 558 | $256.0K | 0.23% | +66+13.4% | Added |
| Ronald Blue Trust, Inc. | 559 | $256.5K | 0.00% | −41−6.8% | Reduced |
| Heritage Investment Group, Inc. | 561 | $257.4K | 0.03% | +1+0.2% | Added |
| Insight Advisors, LLC | 561 | $257.4K | 0.05% | −6−1.1% | Reduced |
| Knightsbridge Asset Management, LLC | 562 | $257.8K | 0.03% | −18−3.1% | Reduced |
| Five Oceans Advisors | 564 | $258.7K | 0.08% | +1+0.2% | Added |
| Soltis Investment Advisors LLC | 571 | $261.8K | 0.02% | +46+8.8% | Added |
| CWA Asset Management Group, LLC | 571 | $262.0K | 0.01% | −75−11.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 571 | $262.0K | 0.06% | +553+3,072.2% | Added |
| Liberty Square Wealth Partners LLC | 572 | $262.4K | 0.06% | 00.0% | Unchanged |
| Impact Investors, Inc | 574 | $263.3K | 0.19% | −437−43.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 577 | $264.7K | 0.07% | −52−8.3% | Reduced |
| Aua Capital Management, LLC | 577 | $264.7K | 0.12% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 580 | $266.1K | 0.03% | +126+27.8% | Added |
| Trust Point Inc. | 581 | $266.5K | 0.02% | +581 | New |
| Portside Wealth Group, LLC | 585 | $268.4K | 0.03% | +26+4.7% | Added |
| Washington Capital Management Inc | 586 | $268.8K | 0.18% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 591 | $271.1K | 0.00% | +591 | New |
| Cornerstone Planning Group LLC | 515 | $271.2K | 0.03% | −7−1.3% | Reduced |
| Mainsail Asset Management, LLC | 514 | $271.3K | 0.11% | +514 | New |
| Vantus Wealth LLC | 592 | $271.6K | 0.15% | +592 | New |
| OneAscent Wealth Management LLC | 594 | $272.5K | 0.08% | −132−18.2% | Reduced |
| Core Alternative Capital | 596 | $273.4K | 0.08% | 00.0% | Unchanged |