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 |
|---|---|---|---|---|---|
| Fortis Capital Advisors, LLC | 1,097 | $503.3K | 0.06% | +7+0.6% | Added |
| South Plains Financial, Inc. | 1,103 | $506.0K | 0.27% | −13−1.2% | Reduced |
| Savvy Advisors, Inc. | 1,105 | $507.0K | 0.01% | −500−31.2% | Reduced |
| Eagle Global Advisors LLC | 1,106 | $507.4K | 0.02% | +26+2.4% | Added |
| Prime Capital Investment Advisors, LLC | 1,109 | $508.7K | 0.00% | −179−13.9% | Reduced |
| Modera Wealth Management, LLC | 1,110 | $509.2K | 0.01% | +1+0.1% | Added |
| Stephens Inc | 1,117 | $512.6K | 0.01% | −219−16.4% | Reduced |
| South State Corp. | 1,121 | $514.3K | 0.02% | +1,016+967.6% | Added |
| OneAscent Financial Services LLC | 1,123 | $515.3K | 0.02% | +308+37.8% | Added |
| Nicolet Bankshares Inc | 1,062 | $517.3K | 0.02% | +422+65.9% | Added |
| Checchi Capital Advisers, LLC | 1,131 | $518.6K | 0.03% | +44+4.0% | Added |
| Jefferies Financial Group Inc. | 1,137 | $521.6K | 0.00% | +481+73.3% | Added |
| Segment Wealth Management, LLC | 1,138 | $522.1K | 0.03% | −8−0.7% | Reduced |
| Polymer Capital Management (US) LLC | 1,140 | $523.0K | 0.08% | −360−24.0% | Reduced |
| Woodmont Investment Counsel LLC | 1,141 | $523.4K | 0.03% | 00.0% | Unchanged |
| Enzi Wealth | 1,010 | $523.8K | 0.17% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,143 | $524.4K | 0.03% | −340−22.9% | Reduced |
| Dorato Capital Management | 1,035 | $524.5K | 0.36% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,148 | $526.7K | 0.02% | −42−3.5% | Reduced |
| Fire Capital Management LLC | 1,150 | $527.6K | 0.21% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 963 | $531.7K | 0.03% | +3+0.3% | Added |
| Pallas Capital Advisors LLC | 1,172 | $537.7K | 0.02% | +2+0.2% | Added |
| Rathbone Brothers plc | 1,188 | $545.0K | 0.00% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 1,188 | $545.0K | 0.24% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,196 | $548.7K | 0.01% | +6+0.5% | Added |
| Pettee Investors, Inc. | 1,200 | $550.5K | 0.27% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,200 | $550.5K | 0.10% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,202 | $551.5K | 0.12% | −13−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 1,209 | $554.6K | 0.01% | +49+4.2% | Added |
| McRae Capital Management Inc | 1,210 | $555.1K | 0.11% | +225+22.8% | Added |
| Wedbush Securities Inc | 1,214 | $557.0K | 0.01% | −131−9.7% | Reduced |
| Wellington Shields Capital Management, LLC | 1,220 | $559.7K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,227 | $562.9K | 0.01% | +188+18.1% | Added |
| Miracle Mile Advisors, LLC | 1,228 | $563.5K | 0.01% | −5−0.4% | Reduced |
| CIBC World Markets Inc. | 1,234 | $566.1K | 0.00% | +173+16.3% | Added |
| Ellevest, Inc. | 1,241 | $567.6K | 0.07% | +108+9.5% | Added |
| Pictet & Cie (Europe) SA | 1,238 | $567.9K | 0.01% | +88+7.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,240 | $568.9K | 0.02% | −329−21.0% | Reduced |
| Custom Index Systems, LLC | 1,243 | $570.2K | 0.20% | +2+0.2% | Added |
| First Bank & Trust | 1,247 | $572.1K | 0.08% | −306−19.7% | Reduced |
| StoneX Group Inc. | 1,239 | $572.4K | 0.02% | +738+147.3% | Added |
| Legacy Capital Group California, Inc. | 1,252 | $574.5K | 0.17% | −35−2.7% | Reduced |
| Integrated Advisors Network LLC | 1,260 | $577.9K | 0.03% | −136−9.7% | Reduced |
| Trifecta Capital Advisors, LLC | 1,262 | $579.0K | 0.07% | +2+0.2% | Added |
| Oxford Asset Management LLP | 1,263 | $579.4K | 0.28% | +294+30.3% | Added |
| Deseret Mutual Benefit Administrators | 1,275 | $584.9K | 0.19% | −125−8.9% | Reduced |
| Private Trust Co NA | 1,279 | $586.9K | 0.05% | +1+0.1% | Added |
| Northcape Wealth Management, LLC | 1,300 | $596.4K | 0.16% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 1,304 | $598.2K | 0.03% | −103−7.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,179 | $598.7K | 0.01% | −35−2.9% | Reduced |
| Catalyst Financial Partners LLC | 1,313 | $602.4K | 0.06% | +13+1.0% | Added |
| Old Port Advisors | 1,313 | $602.5K | 0.12% | +41+3.2% | Added |
| Green Harvest Asset Management LLC | 1,320 | $605.6K | 0.01% | +75+6.0% | Added |
| Investment Research Partners LLC | 1,338 | $613.9K | 0.21% | +321+31.6% | Added |
| Sagespring Wealth Partners, LLC | 1,345 | $617.0K | 0.01% | −24−1.8% | Reduced |
| Piedmont Capital Management, LLC | 1,348 | $618.4K | 0.38% | +28+2.1% | Added |
| One Wealth Capital Management, LLC | 1,349 | $618.9K | 0.18% | +711+111.4% | Added |
| Waddell & Associates, LLC | 1,351 | $619.8K | 0.03% | −680−33.5% | Reduced |
| Pointe Capital Management LLC | 1,351 | $619.8K | 0.28% | −21−1.5% | Reduced |
| Principal Securities, Inc. | 1,356 | $621.9K | 0.01% | −1,618−54.4% | Reduced |
| Smith Group Asset Management, LLC | 1,361 | $624.4K | 0.03% | +311+29.6% | Added |
| Insigneo Advisory Services, LLC | 1,363 | $625.3K | 0.02% | −75−5.2% | Reduced |
| 3Chopt Investment Partners, LLC | 1,394 | $639.4K | 0.12% | +7+0.5% | Added |
| Eastern Bank | 1,402 | $643.2K | 0.01% | +200+16.6% | Added |
| Crewe Advisors LLC | 1,415 | $649.1K | 0.05% | +6+0.4% | Added |
| Stratos Wealth Partners, LTD. | 1,419 | $651.1K | 0.01% | +212+17.6% | Added |
| Ballentine Partners, LLC | 1,420 | $651.4K | 0.01% | −20−1.4% | Reduced |
| Empirical Asset Management, LLC | 1,420 | $651.7K | 0.15% | −173−10.9% | Reduced |
| Copeland Capital Management, LLC | 1,423 | $652.8K | 0.01% | −30,181−95.5% | Reduced |
| Mather Group, LLC. | 1,428 | $655.0K | 0.01% | +14+1.0% | Added |
| PFG Investments, LLC | 1,429 | $655.4K | 0.03% | −52−3.5% | Reduced |
| McLean Asset Management Corp | 1,209 | $660.1K | 0.09% | +6+0.5% | Added |
| ROI Financial Advisors, LLC | 1,441 | $661.3K | 0.34% | +2+0.1% | Added |
| Kornitzer Capital Management Inc | 1,450 | $665.2K | 0.01% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,458 | $669.0K | 0.04% | 00.0% | Unchanged |
| Armis Advisers, LLC | 1,321 | $670.5K | 0.06% | −165−11.1% | Reduced |
| NBC Securities, Inc. | 1,470 | $674.4K | 0.05% | +89+6.4% | Added |
| Spire Wealth Management | 1,469 | $674.7K | 0.02% | +135+10.1% | Added |
| J2 Capital Management Inc | 1,472 | $675.3K | 0.45% | +1,472 | New |
| Catalytic Wealth RIA, LLC | 1,481 | $679.4K | 0.04% | −122−7.6% | Reduced |
| AE Wealth Management LLC | 1,484 | $680.6K | 0.00% | −504−25.4% | Reduced |
| Quantitative Investment Management, LLC | 1,488 | $682.0K | 0.07% | +1,488 | New |
| Hancock Whitney Corp | 1,488 | $682.6K | 0.01% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 1,492 | $684.5K | 0.04% | +100+7.2% | Added |
| Dodge & Cox | 1,500 | $688.1K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,538 | $705.6K | 0.07% | −1,416−47.9% | Reduced |
| Strathmore Capital Advisors, Inc. | 1,336 | $705.9K | 0.19% | −10−0.7% | Reduced |
| Everence Capital Management Inc | 1,540 | $706.0K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,556 | $713.8K | 0.17% | +646+71.0% | Added |
| Evergreen Wealth Solutions, LLC | 1,253 | $714.8K | 0.04% | +25+2.0% | Added |
| Marble Wealth, LLC | 1,561 | $716.2K | 0.11% | +4+0.3% | Added |
| Premier Path Wealth Partners, LLC | 1,568 | $719.3K | 0.08% | +116+8.0% | Added |
| Accel Wealth Management | 1,574 | $722.2K | 0.16% | +127+8.8% | Added |
| Skba Capital Management LLC | 1,590 | $729.4K | 0.12% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,595 | $731.9K | 0.02% | +3+0.2% | Added |
| Sentinus, LLC | 1,598 | $733.0K | 0.06% | −546−25.5% | Reduced |
| Ancora Advisors, LLC | 1,603 | $735.5K | 0.01% | −47−2.8% | Reduced |
| Pennsylvania Capital Management Inc | 1,606 | $736.8K | 0.19% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,613 | $740.0K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,614 | $740.3K | 0.00% | −84−4.9% | Reduced |