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 |
|---|---|---|---|---|---|
| Searle & Co. | 1,615 | $741.0K | 0.17% | 00.0% | Unchanged |
| Parkshore Wealth Management, Inc. | 1,616 | $741.5K | 0.21% | 00.0% | Unchanged |
| Norden Group LLC | 1,616 | $741.7K | 0.06% | −223−12.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,618 | $742.3K | 0.03% | −17−1.0% | Reduced |
| Tema ETFs LLC | 1,623 | $744.6K | 0.02% | +145+9.8% | Added |
| St Germain D J Co Inc | 1,628 | $746.9K | 0.03% | +38+2.4% | Added |
| TigerOak Management, L.L.C. | 1,640 | $752.4K | 0.21% | −5−0.3% | Reduced |
| First County Bank | 1,647 | $755.6K | 0.36% | +94+6.1% | Added |
| New Wave Wealth Advisors LLC | 1,651 | $757.4K | 0.21% | +373+29.2% | Added |
| First Citizens Bank & Trust Co | 1,670 | $766.1K | 0.01% | −60−3.5% | Reduced |
| Spinnaker Trust | 1,685 | $773.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,693 | $776.6K | 0.05% | −97−5.4% | Reduced |
| Transcend Wealth Collective, LLC | 1,702 | $780.6K | 0.05% | −472−21.7% | Reduced |
| Guinness Asset Management LTD | 1,704 | $781.7K | 0.01% | −298−14.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,713 | $785.7K | 0.03% | −595−25.8% | Reduced |
| Smithfield Trust Co | 1,715 | $786.0K | 0.03% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,714 | $786.3K | 0.01% | +118+7.4% | Added |
| ISAM Funds (UK) Ltd | 1,720 | $789.1K | 0.56% | +1,720 | New |
| Pinnacle Associates Ltd | 1,727 | $792.2K | 0.01% | −73−4.1% | Reduced |
| Banque Cantonale Vaudoise | 1,750 | $803.0K | 0.03% | −353−16.8% | Reduced |
| Westerkirk Capital Inc. | 1,764 | $809.3K | 0.08% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 1,766 | $810.3K | 0.11% | +1,460+477.1% | Added |
| Krilogy Financial LLC | 1,775 | $814.3K | 0.02% | +101+6.0% | Added |
| Moneta Group Investment Advisors LLC | 1,783 | $818.2K | 0.01% | −23−1.3% | Reduced |
| Howard Capital Management Group, LLC | 1,787 | $819.8K | 0.05% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 1,790 | $821.2K | 0.22% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 1,793 | $822.6K | 0.12% | +136+8.2% | Added |
| Concurrent Investment Advisors, LLC | 1,811 | $830.8K | 0.01% | −372−17.0% | Reduced |
| Legacy Trust | 1,813 | $831.7K | 0.15% | −35−1.9% | Reduced |
| Park National Corp | 1,814 | $832.2K | 0.02% | +118+7.0% | Added |
| RMB Capital Management, LLC | 1,818 | $834.0K | 0.01% | −1,945−51.7% | Reduced |
| Fort Point Capital Partners LLC | 1,820 | $835.0K | 0.09% | −44−2.4% | Reduced |
| Assetmark, Inc | 1,835 | $842.0K | 0.00% | −202−9.9% | Reduced |
| Snowden Capital Advisors LLC | 1,838 | $843.2K | 0.02% | +13+0.7% | Added |
| Bull Harbor Capital LLC | 1,856 | $851.5K | 0.17% | −187−9.2% | Reduced |
| Exchange Traded Concepts, LLC | 1,869 | $857.4K | 0.00% | +394+26.7% | Added |
| Prudential PLC | 1,875 | $860.2K | 0.01% | 00.0% | Unchanged |
| Frec Markets, Inc. | 1,880 | $862.5K | 0.08% | +1,157+160.0% | Added |
| AlphaGrep UK Ltd | 1,904 | $873.5K | 0.27% | +247+14.9% | Added |
| Argent Trust Co | 1,910 | $876.2K | 0.03% | +590+44.7% | Added |
| Blackhawk Capital Partners LLC. | 1,932 | $886.3K | 0.29% | +1,932 | New |
| US Asset Management LLC | 1,938 | $889.1K | 0.68% | +4+0.2% | Added |
| Mission Wealth Management, LP | 1,945 | $892.1K | 0.01% | +563+40.7% | Added |
| Evergreen Capital Management LLC | 1,951 | $895.0K | 0.02% | −13−0.7% | Reduced |
| Personal Cfo Solutions, LLC | 1,960 | $899.2K | 0.13% | −63−3.1% | Reduced |
| Resources Investment Advisors, LLC. | 1,962 | $900.3K | 0.01% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,979 | $907.9K | 0.11% | −3,249−62.1% | Reduced |
| Qtron Investments LLC | 1,985 | $910.6K | 0.12% | +826+71.3% | Added |
| Global Retirement Partners, LLC | 1,994 | $914.6K | 0.01% | +1,994 | New |
| TCW Group Inc | 1,996 | $915.7K | 0.01% | −163−7.5% | Reduced |
| Manchester Capital Management LLC | 2,006 | $920.3K | 0.12% | −2−0.1% | Reduced |
| Adelphi Trust Co | 2,011 | $922.6K | 0.61% | +314+18.5% | Added |
| Kinneret Advisory, LLC | 2,014 | $923.9K | 0.07% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,021 | $927.1K | 0.06% | −541−21.1% | Reduced |
| Round Rock Advisors, LLC | 2,023 | $928.1K | 0.12% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 2,028 | $930.4K | 0.30% | −64−3.1% | Reduced |
| Fielder Capital Group LLC | 2,045 | $938.0K | 0.20% | −48−2.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,047 | $939.0K | 0.01% | +62+3.1% | Added |
| Balyasny Asset Management LLC | 2,088 | $957.9K | 0.00% | −82,735−97.5% | Reduced |
| Fundamentun, LLC | 2,090 | $958.9K | 0.03% | +123+6.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,098 | $962.5K | 0.02% | −180−7.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,128 | $976.2K | 0.02% | +10.0% | Added |
| Metis Global Partners, LLC | 2,181 | $1.00M | 0.02% | −723−24.9% | Reduced |
| Affinity Investment Advisors, LLC | 2,182 | $1.00M | 0.51% | −97−4.3% | Reduced |
| Basepoint Wealth LLC | 2,188 | $1.00M | 0.57% | +8+0.4% | Added |
| WealthTrust Asset Management, LLC | 2,208 | $1.01M | 0.55% | −4−0.2% | Reduced |
| Gratus Wealth Advisors, LLC | 2,269 | $1.04M | 0.13% | +36+1.6% | Added |
| Algert Global LLC | 2,281 | $1.05M | 0.01% | +2,281 | New |
| Novem Group | 2,282 | $1.05M | 0.11% | +175+8.3% | Added |
| Paradigm Asset Management Co LLC | 2,300 | $1.06M | 0.23% | +1,700+283.3% | Added |
| Third View Private Wealth, LLC | 2,302 | $1.06M | 0.13% | −241−9.5% | Reduced |
| Gotham Asset Management, LLC | 2,306 | $1.06M | 0.00% | −58−2.5% | Reduced |
| Signaturefd, LLC | 2,311 | $1.06M | 0.01% | −89−3.7% | Reduced |
| Zacks Investment Management | 2,316 | $1.06M | 0.01% | −179−7.2% | Reduced |
| Advisors Asset Management, Inc. | 2,322 | $1.07M | 0.02% | +112+5.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,393 | $1.10M | 0.07% | −121−4.8% | Reduced |
| Sandy Cove Advisors, LLC | 2,399 | $1.10M | 0.28% | −14−0.6% | Reduced |
| Cascade Investment Advisors, Inc. | 2,405 | $1.10M | 0.60% | +2,405 | New |
| Atlantic Union Bankshares Corp | 2,417 | $1.11M | 0.02% | −1,001−29.3% | Reduced |
| Cary Street Partners Financial LLC | 2,420 | $1.11M | 0.02% | +692+40.0% | Added |
| 44 Wealth Management LLC | 2,425 | $1.11M | 0.37% | −190−7.3% | Reduced |
| Ritholtz Wealth Management | 2,434 | $1.12M | 0.02% | +595+32.4% | Added |
| Farther Finance Advisors, LLC | 2,449 | $1.12M | 0.01% | −385−13.6% | Reduced |
| We Are One Seven, LLC | 2,463 | $1.13M | 0.02% | +224+10.0% | Added |
| Greenleaf Trust | 2,477 | $1.14M | 0.01% | −44−1.7% | Reduced |
| Vectors Research Management, LLC | 2,480 | $1.14M | 0.30% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,492 | $1.14M | 0.00% | +2,492 | New |
| Varma Mutual Pension Insurance Co | 2,500 | $1.15M | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 2,500 | $1.15M | 0.01% | +940+60.3% | Added |
| Belpointe Asset Management LLC | 2,506 | $1.15M | 0.04% | −51−2.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 2,507 | $1.15M | 0.06% | +17+0.7% | Added |
| Brendel Financial Advisors LLC | 2,534 | $1.16M | 0.54% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,236 | $1.16M | 0.02% | +93+4.3% | Added |
| First Horizon Corp | 2,563 | $1.18M | 0.05% | −3−0.1% | Reduced |
| Fayez Sarofim & Co | 2,570 | $1.18M | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 2,570 | $1.18M | 0.05% | −203−7.3% | Reduced |
| Capstone Investment Advisors, LLC | 2,572 | $1.18M | 0.01% | +1,142+79.9% | Added |
| Redwood Investment Management, LLC | 2,576 | $1.18M | 0.12% | +201+8.5% | Added |
| Opal Capital LLC | 2,585 | $1.19M | 0.21% | +455+21.4% | Added |
| NewEdge Wealth, LLC | 2,600 | $1.19M | 0.01% | +275+11.8% | Added |