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 |
|---|---|---|---|---|---|
| Bayforest Capital Ltd | 596 | $273.4K | 0.25% | +596 | New |
| Summit Wealth Partners, LLC | 599 | $274.8K | 0.04% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 600 | $275.3K | 0.03% | 00.0% | Unchanged |
| Renaissance Group LLC | 601 | $275.7K | 0.01% | −16−2.6% | Reduced |
| SlateStone Wealth, LLC | 601 | $276.0K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 603 | $276.6K | 0.15% | 00.0% | Unchanged |
| OFS Enterprise LLC | 603 | $276.6K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 620 | $277.0K | 0.02% | −257−29.3% | Reduced |
| SCS Capital Management LLC | 606 | $277.9K | 0.00% | +3+0.5% | Added |
| Cape Cod Five Cents Savings Bank | 606 | $278.0K | 0.02% | +606 | New |
| LVW Advisors, LLC | 606 | $278.0K | 0.02% | +606 | New |
| Legato Capital Management LLC | 615 | $282.1K | 0.02% | −231−27.3% | Reduced |
| Aaron Wealth Advisors | 621 | $284.9K | 0.01% | −633−50.5% | Reduced |
| Illumine Investment Management, LLC | 0 | $285.3K | 0.19% | −622−100.0% | Reduced |
| All Terrain Financial Advisors, LLC | 623 | $285.8K | 0.06% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 623 | $285.8K | 0.13% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 623 | $285.8K | 0.02% | +9+1.5% | Added |
| Clark Capital Management Group, Inc. | 624 | $286.5K | 0.00% | −237−27.5% | Reduced |
| First National Bank of Omaha | 625 | $286.7K | 0.01% | −570−47.7% | Reduced |
| Southern Michigan Bank & Trust | 625 | $286.7K | 0.10% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 625 | $286.7K | 0.12% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 626 | $287.2K | 0.08% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 634 | $290.9K | 0.02% | −574−47.5% | Reduced |
| Resonant Capital Advisors, LLC | 634 | $290.9K | 0.01% | +15+2.4% | Added |
| MONECO Advisors, LLC | 637 | $292.2K | 0.02% | +10+1.6% | Added |
| Boothbay Fund Management, LLC | 639 | $293.1K | 0.01% | −167−20.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $293.1K | 0.07% | 0 | New |
| Schnieders Capital Management, LLC. | 640 | $293.6K | 0.04% | +10+1.6% | Added |
| Royal Fund Management, LLC | 643 | $295.4K | 0.02% | +1+0.2% | Added |
| Claro Advisors LLC | 647 | $296.7K | 0.03% | +79+13.9% | Added |
| Greenspring Advisors, LLC | 652 | $299.1K | 0.02% | +6+0.9% | Added |
| Tevis Investment Management | 655 | $300.5K | 0.16% | −31−4.5% | Reduced |
| Dean Investment Associates, LLC | 657 | $301.4K | 0.04% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 662 | $303.8K | 0.00% | +19+3.0% | Added |
| Proficio Capital Partners LLC | 662 | $303.8K | 0.01% | +662 | New |
| Colonial Trust Co | 665 | $305.1K | 0.04% | −175−20.8% | Reduced |
| Ostrum Asset Management | 666 | $305.5K | 0.01% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 667 | $306.0K | 0.06% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 672 | $308.3K | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 672 | $308.3K | 0.01% | +60+9.8% | Added |
| Roehl & Yi Investment Advisors, LLC | 673 | $308.7K | 0.10% | −1−0.1% | Reduced |
| Abel Hall, LLC | 674 | $309.4K | 0.05% | +24+3.7% | Added |
| Sun Financial Inc | 555 | $309.4K | 0.15% | −33−5.6% | Reduced |
| Founders Financial Securities LLC | 678 | $311.0K | 0.02% | −10−1.5% | Reduced |
| Ofi Invest Asset Management | 776 | $311.4K | 0.00% | −15,443−95.2% | Reduced |
| American Trust | 682 | $312.9K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 682 | $312.9K | 0.01% | +1+0.1% | Added |
| Smith, Moore & Co. | 684 | $313.8K | 0.02% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 685 | $314.3K | 0.02% | −6−0.9% | Reduced |
| Larson Financial Group LLC | 686 | $314.8K | 0.01% | −1,029−60.0% | Reduced |
| Ledyard National Bank | 692 | $317.5K | 0.03% | +19+2.8% | Added |
| Mindset Wealth Management, LLC | 698 | $320.2K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 698 | $320.2K | 0.08% | +457+189.6% | Added |
| Carr Financial Group Corp | 704 | $323.1K | 0.07% | −212−23.1% | Reduced |
| M.E. Allison & Co., Inc. | 705 | $323.4K | 0.19% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 706 | $324.0K | 0.02% | −400−36.2% | Reduced |
| Dakota Wealth Management | 707 | $324.3K | 0.01% | −3−0.4% | Reduced |
| Keebeck Alpha, LP | 710 | $325.7K | 0.68% | +218+44.3% | Added |
| Busey Wealth Management | 711 | $326.2K | 0.01% | −23−3.1% | Reduced |
| Ascent Group, LLC | 711 | $326.2K | 0.01% | +35+5.2% | Added |
| Crestwood Advisors Group LLC | 714 | $327.6K | 0.00% | +153+27.3% | Added |
| OpenArc Corporate Advisory, LLC | 716 | $328.5K | 0.00% | +161+29.0% | Added |
| Progressive Investment Management Corp | 720 | $330.3K | 0.07% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 725 | $332.5K | 0.08% | +67+10.2% | Added |
| Oliver Luxxe Assets LLC | 725 | $332.6K | 0.05% | −11−1.5% | Reduced |
| Chicago Capital, LLC | 728 | $334.0K | 0.01% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 728 | $334.1K | 0.04% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 731 | $335.4K | 0.02% | +79+12.1% | Added |
| Clayton Financial Group LLC | 732 | $335.8K | 0.19% | −7−0.9% | Reduced |
| Keystone Financial Group | 736 | $337.6K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 739 | $338.8K | 0.01% | +739 | New |
| KTF Investments, LLC | 740 | $339.5K | 0.03% | −425−36.5% | Reduced |
| Stonebridge Capital Advisors LLC | 742 | $340.4K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 747 | $343.0K | 0.24% | +1+0.1% | Added |
| Index Technologies Group LLC | 748 | $343.2K | 0.27% | −9−1.2% | Reduced |
| WealthTrust Axiom LLC | 748 | $343.3K | 0.08% | 00.0% | Unchanged |
| National Philanthropic Trust | 749 | $343.6K | 0.00% | +749 | New |
| Burke & Herbert Bank & Trust Co | 750 | $344.1K | 0.09% | 00.0% | Unchanged |
| Warner Group LLC | 754 | $346.2K | 0.09% | +754 | New |
| Profund Advisors LLC | 755 | $346.4K | 0.01% | −32−4.1% | Reduced |
| Board of the Pension Protection Fund | 760 | $348.7K | 0.33% | +720+1,800.0% | Added |
| Capstone Wealth Management, LLC | 768 | $352.1K | 0.16% | +768 | New |
| Ossiam | 770 | $353.2K | 0.00% | −1,277−62.4% | Reduced |
| Alps Advisors Inc | 774 | $355.1K | 0.00% | +774 | New |
| Astoria Portfolio Advisors LLC. | 775 | $355.5K | 0.06% | +11+1.4% | Added |
| PDS Planning, Inc | 775 | $355.5K | 0.02% | +10+1.3% | Added |
| MidFirst Bank | 777 | $356.5K | 0.03% | −136−14.9% | Reduced |
| Bravera Wealth | 777 | $356.5K | 0.14% | 00.0% | Unchanged |
| Avail Investment Partners, LLC | 780 | $357.9K | 0.28% | +255+48.6% | Added |
| Aptus Capital Advisors, LLC | 783 | $359.2K | 0.00% | −174−18.2% | Reduced |
| First Nebraska Trust Co | 784 | $359.7K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 787 | $360.9K | 0.04% | +65+9.0% | Added |
| Prelude Capital Management, LLC | 787 | $361.0K | 0.03% | +304+62.9% | Added |
| GHP Investment Advisors, Inc. | 788 | $361.5K | 0.01% | +1+0.1% | Added |
| Spahn Wealth & Retirement LLC | 795 | $364.7K | 0.23% | 00.0% | Unchanged |
| RFG Advisory, LLC | 796 | $365.3K | 0.01% | −3,159−79.9% | Reduced |
| Groupama Asset Managment | 797 | $365.6K | 0.00% | 00.0% | Unchanged |
| Payden & Rygel | 800 | $367.0K | 0.03% | −300−27.3% | Reduced |
| Schulhoff & Co Inc | 800 | $367.0K | 0.15% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 806 | $369.8K | 0.01% | −38−4.5% | Reduced |