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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 809 | $371.2K | 0.01% | +809 | New |
| Whittier Trust Co | 732 | $371.5K | 0.00% | −151−17.1% | Reduced |
| Cairn Investment Group, Inc. | 814 | $373.0K | 0.16% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 816 | $374.5K | 0.02% | −7−0.9% | Reduced |
| Great Waters Wealth Management | 819 | $375.6K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 822 | $377.1K | 0.03% | +1+0.1% | Added |
| WealthPlan Investment Management, LLC | 824 | $378.1K | 0.02% | +21+2.6% | Added |
| Childress Capital Advisors, LLC | 824 | $378.2K | 0.06% | +97+13.3% | Added |
| Grove Bank & Trust | 826 | $378.9K | 0.04% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 830 | $380.6K | 0.01% | +77+10.2% | Added |
| Shelton Capital Management | 834 | $382.6K | 0.01% | −42−4.8% | Reduced |
| Baker Avenue Asset Management, LP | 834 | $382.7K | 0.01% | −472−36.1% | Reduced |
| Plimoth Trust Co LLC | 836 | $383.5K | 0.08% | 00.0% | Unchanged |
| South Dakota Investment Council | 840 | $385.0K | 0.01% | +120+16.7% | Added |
| Sendero Wealth Management, LLC | 840 | $385.4K | 0.04% | −6−0.7% | Reduced |
| Rainier Family Wealth Inc | 842 | $386.3K | 0.22% | −25−2.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 844 | $387.2K | 0.04% | −11−1.3% | Reduced |
| RiverFront Investment Group, LLC | 844 | $387.2K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 847 | $388.5K | 0.01% | +169+24.9% | Added |
| Joel Isaacson & Co., LLC | 848 | $389.0K | 0.01% | +11+1.3% | Added |
| Everpar Advisors LLC | 852 | $390.9K | 0.11% | −6−0.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 855 | $392.4K | 0.02% | −370−30.2% | Reduced |
| Cigna Investments Inc | 856 | $393.0K | 0.05% | −24−2.7% | Reduced |
| Globeflex Capital L P | 858 | $393.6K | 0.05% | +503+141.7% | Added |
| Hengehold Capital Management LLC | 864 | $396.4K | 0.03% | 00.0% | Unchanged |
| LMCG Investments, LLC | 870 | $399.1K | 0.02% | −94−9.8% | Reduced |
| Private Wealth Asset Management, LLC | 877 | $402.3K | 0.04% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 883 | $405.1K | 0.01% | −7−0.8% | Reduced |
| Baader Bank INC | 884 | $405.5K | 0.03% | −5−0.6% | Reduced |
| Leavell Investment Management, Inc. | 893 | $409.7K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 894 | $410.1K | 0.00% | +10+1.1% | Added |
| Essex Financial Services, Inc. | 895 | $410.6K | 0.02% | −3−0.3% | Reduced |
| Ramirez Asset Management, Inc. | 896 | $411.0K | 0.04% | 00.0% | Unchanged |
| Wellington Management Group LLP | 896 | $411.0K | 0.00% | +82+10.1% | Added |
| Gladstone Institutional Advisory LLC | 896 | $411.1K | 0.01% | +35+4.1% | Added |
| Cito Capital Group, LLC | 901 | $413.0K | 0.11% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 905 | $415.2K | 0.02% | +7+0.8% | Added |
| KMG Fiduciary Partners, LLC | 908 | $416.6K | 0.04% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 910 | $417.0K | 0.17% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 909 | $417.1K | 0.01% | −405−30.8% | Reduced |
| Equitable Holdings, Inc. | 922 | $422.9K | 0.00% | −63−6.4% | Reduced |
| Sowell Financial Services LLC | 922 | $423.2K | 0.01% | +89+10.7% | Added |
| Apella Capital, LLC | 838 | $425.5K | 0.01% | +18+2.2% | Added |
| Great Valley Advisor Group, Inc. | 928 | $425.7K | 0.01% | −411−30.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 930 | $426.6K | 0.02% | +9+1.0% | Added |
| Hills Bank & Trust Co | 932 | $427.6K | 0.02% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 935 | $428.9K | 0.26% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 945 | $434.0K | 0.00% | +945 | New |
| PFG Private Wealth Management, LLC | 947 | $434.4K | 0.19% | +54+6.0% | Added |
| JBF Capital, Inc. | 950 | $435.8K | 0.06% | 00.0% | Unchanged |
| Bailard, Inc. | 956 | $438.6K | 0.01% | 00.0% | Unchanged |
| Entruity Wealth, LLC | 960 | $440.4K | 0.28% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 965 | $442.5K | 0.02% | −161−14.3% | Reduced |
| Ocean Capital Management, LLC | 967 | $443.7K | 0.08% | +2+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 974 | $446.8K | 0.01% | +2+0.2% | Added |
| Somerset Trust Co | 977 | $448.2K | 0.13% | −37−3.6% | Reduced |
| Dakota Community Bank & Trust NA | 978 | $448.7K | 1.39% | +10+1.0% | Added |
| SageView Advisory Group, LLC | 981 | $449.9K | 0.01% | +2+0.2% | Added |
| Simplicity Wealth,LLC | 988 | $453.1K | 0.02% | +10+1.0% | Added |
| Everett Harris & Co | 988 | $453.3K | 0.01% | −3−0.3% | Reduced |
| Sunflower Bank, N.A. | 996 | $456.9K | 0.11% | +58+6.2% | Added |
| Renasant Bank | 998 | $457.8K | 0.29% | −3−0.3% | Reduced |
| Laurion Capital Management LP | 1,002 | $459.7K | 0.03% | +1,002 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,004 | $460.6K | 0.05% | −1,004−50.0% | Reduced |
| Wesbanco Bank Inc | 1,005 | $461.1K | 0.01% | −260−20.6% | Reduced |
| Verdence Capital Advisors LLC | 1,007 | $461.8K | 0.02% | +1,007 | New |
| Fort Sheridan Advisors LLC | 1,014 | $465.2K | 0.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,015 | $465.6K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,017 | $466.7K | 0.02% | −127−11.1% | Reduced |
| Quantum Financial Advisors, LLC | 1,018 | $466.8K | 0.05% | +1+0.1% | Added |
| Laurel Wealth Planning LLC | 1,019 | $467.5K | 0.21% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,021 | $468.4K | 0.17% | −3−0.3% | Reduced |
| Sound Capital Solutions LLC | 1,021 | $468.4K | 0.11% | +1,021 | New |
| denkapparat Operations GmbH | 1,022 | $468.9K | 0.15% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 1,022 | $468.9K | 0.12% | 00.0% | Unchanged |
| Beacon Financial Group | 1,025 | $470.1K | 0.04% | −17−1.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,029 | $472.1K | 0.07% | 00.0% | Unchanged |
| 71 West Capital Partners | 1,040 | $477.1K | 0.02% | +237+29.5% | Added |
| CTC Alternative Strategies, Ltd. | 1,040 | $477.1K | 0.69% | +1,040 | New |
| Trust Asset Management LLC | 1,044 | $478.9K | 0.03% | −41−3.8% | Reduced |
| Kathmere Capital Management, LLC | 1,044 | $478.9K | 0.03% | +269+34.7% | Added |
| Anchyra Partners LLC | 1,045 | $479.4K | 0.12% | +28+2.8% | Added |
| Cetera Trust Company, N.A | 1,050 | $481.7K | 0.24% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,055 | $484.0K | 0.03% | −2−0.2% | Reduced |
| Drive Wealth Management, LLC | 1,056 | $484.4K | 0.09% | −124−10.5% | Reduced |
| Ausdal Financial Partners, Inc. | 1,056 | $484.9K | 0.02% | −20−1.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,064 | $488.1K | 0.00% | −1,726−61.9% | Reduced |
| Independence Bank of Kentucky | 1,066 | $489.0K | 0.06% | −6−0.6% | Reduced |
| Cookson Peirce & Co Inc | 1,070 | $490.9K | 0.02% | +219+25.7% | Added |
| B&L Asset Management LLC | 1,080 | $495.5K | 0.17% | 00.0% | Unchanged |
| Aries Wealth Management | 1,081 | $495.9K | 0.10% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,083 | $496.9K | 0.01% | +137+14.5% | Added |
| Fisher Asset Management, LLC | 1,086 | $498.3K | 0.00% | +241+28.5% | Added |
| Sovran Advisors, LLC | 914 | $499.6K | 0.04% | −10−1.1% | Reduced |
| OneAscent Investment Solutions LLC | 1,090 | $500.0K | 0.47% | −22−2.0% | Reduced |
| MV Capital Management, Inc. | 1,090 | $500.0K | 0.04% | +102+10.3% | Added |
| Harbour Investments, Inc. | 1,091 | $500.4K | 0.01% | +30+2.8% | Added |
| HBK Sorce Advisory LLC | 892 | $500.4K | 0.01% | +24+2.8% | Added |
| Atomi Financial Group, Inc. | 1,092 | $501.0K | 0.01% | +78+7.7% | Added |
| Becker Capital Management Inc | 1,093 | $501.4K | 0.01% | +38+3.6% | Added |