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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 788 | $361.5K | 0.01% | +1+0.1% | Added |
| Prelude Capital Management, LLC | 787 | $361.0K | 0.03% | +304+62.9% | Added |
| Legacy Financial Advisors, Inc. | 787 | $360.9K | 0.04% | +65+9.0% | Added |
| First Nebraska Trust Co | 784 | $359.7K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 783 | $359.2K | 0.00% | −174−18.2% | Reduced |
| Avail Investment Partners, LLC | 780 | $357.9K | 0.28% | +255+48.6% | Added |
| MidFirst Bank | 777 | $356.5K | 0.03% | −136−14.9% | Reduced |
| Bravera Wealth | 777 | $356.5K | 0.14% | 00.0% | Unchanged |
| PDS Planning, Inc | 775 | $355.5K | 0.02% | +10+1.3% | Added |
| Astoria Portfolio Advisors LLC. | 775 | $355.5K | 0.06% | +11+1.4% | Added |
| Alps Advisors Inc | 774 | $355.1K | 0.00% | +774 | New |
| Ossiam | 770 | $353.2K | 0.00% | −1,277−62.4% | Reduced |
| Capstone Wealth Management, LLC | 768 | $352.1K | 0.16% | +768 | New |
| Board of the Pension Protection Fund | 760 | $348.7K | 0.33% | +720+1,800.0% | Added |
| Profund Advisors LLC | 755 | $346.4K | 0.01% | −32−4.1% | Reduced |
| Warner Group LLC | 754 | $346.2K | 0.09% | +754 | New |
| Burke & Herbert Bank & Trust Co | 750 | $344.1K | 0.09% | 00.0% | Unchanged |
| National Philanthropic Trust | 749 | $343.6K | 0.00% | +749 | New |
| WealthTrust Axiom LLC | 748 | $343.3K | 0.08% | 00.0% | Unchanged |
| Index Technologies Group LLC | 748 | $343.2K | 0.27% | −9−1.2% | Reduced |
| Pin Oak Investment Advisors Inc | 747 | $343.0K | 0.24% | +1+0.1% | Added |
| Stonebridge Capital Advisors LLC | 742 | $340.4K | 0.02% | 00.0% | Unchanged |
| KTF Investments, LLC | 740 | $339.5K | 0.03% | −425−36.5% | Reduced |
| Ameritas Advisory Services, LLC | 739 | $338.8K | 0.01% | +739 | New |
| Keystone Financial Group | 736 | $337.6K | 0.02% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 732 | $335.8K | 0.19% | −7−0.9% | Reduced |
| Cidel Asset Management Inc | 731 | $335.4K | 0.02% | +79+12.1% | Added |
| Canal Capital Management, LLC | 728 | $334.1K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 728 | $334.0K | 0.01% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 725 | $332.6K | 0.05% | −11−1.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 725 | $332.5K | 0.08% | +67+10.2% | Added |
| Progressive Investment Management Corp | 720 | $330.3K | 0.07% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 716 | $328.5K | 0.00% | +161+29.0% | Added |
| Crestwood Advisors Group LLC | 714 | $327.6K | 0.00% | +153+27.3% | Added |
| Ascent Group, LLC | 711 | $326.2K | 0.01% | +35+5.2% | Added |
| Busey Wealth Management | 711 | $326.2K | 0.01% | −23−3.1% | Reduced |
| Keebeck Alpha, LP | 710 | $325.7K | 0.68% | +218+44.3% | Added |
| Dakota Wealth Management | 707 | $324.3K | 0.01% | −3−0.4% | Reduced |
| Neville Rodie & Shaw Inc | 706 | $324.0K | 0.02% | −400−36.2% | Reduced |
| M.E. Allison & Co., Inc. | 705 | $323.4K | 0.19% | 00.0% | Unchanged |
| Carr Financial Group Corp | 704 | $323.1K | 0.07% | −212−23.1% | Reduced |
| Mindset Wealth Management, LLC | 698 | $320.2K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 698 | $320.2K | 0.08% | +457+189.6% | Added |
| Ledyard National Bank | 692 | $317.5K | 0.03% | +19+2.8% | Added |
| Larson Financial Group LLC | 686 | $314.8K | 0.01% | −1,029−60.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 685 | $314.3K | 0.02% | −6−0.9% | Reduced |
| Smith, Moore & Co. | 684 | $313.8K | 0.02% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 682 | $312.9K | 0.01% | +1+0.1% | Added |
| American Trust | 682 | $312.9K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 776 | $311.4K | 0.00% | −15,443−95.2% | Reduced |
| Founders Financial Securities LLC | 678 | $311.0K | 0.02% | −10−1.5% | Reduced |
| Sun Financial Inc | 555 | $309.4K | 0.15% | −33−5.6% | Reduced |
| Abel Hall, LLC | 674 | $309.4K | 0.05% | +24+3.7% | Added |
| Roehl & Yi Investment Advisors, LLC | 673 | $308.7K | 0.10% | −1−0.1% | Reduced |
| Acropolis Investment Management, LLC | 672 | $308.3K | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 672 | $308.3K | 0.01% | +60+9.8% | Added |
| Northwest Bancshares, Inc. | 667 | $306.0K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 666 | $305.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 665 | $305.1K | 0.04% | −175−20.8% | Reduced |
| Proficio Capital Partners LLC | 662 | $303.8K | 0.01% | +662 | New |
| Valmark Advisers, Inc. | 662 | $303.8K | 0.00% | +19+3.0% | Added |
| Dean Investment Associates, LLC | 657 | $301.4K | 0.04% | 00.0% | Unchanged |
| Tevis Investment Management | 655 | $300.5K | 0.16% | −31−4.5% | Reduced |
| Greenspring Advisors, LLC | 652 | $299.1K | 0.02% | +6+0.9% | Added |
| Claro Advisors LLC | 647 | $296.7K | 0.03% | +79+13.9% | Added |
| Royal Fund Management, LLC | 643 | $295.4K | 0.02% | +1+0.2% | Added |
| Schnieders Capital Management, LLC. | 640 | $293.6K | 0.04% | +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 |
| MONECO Advisors, LLC | 637 | $292.2K | 0.02% | +10+1.6% | Added |
| 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 |
| MTM Investment Management, LLC | 626 | $287.2K | 0.08% | 00.0% | Unchanged |
| 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 |
| Clark Capital Management Group, Inc. | 624 | $286.5K | 0.00% | −237−27.5% | Reduced |
| Naples Global Advisors, LLC | 623 | $285.8K | 0.02% | +9+1.5% | Added |
| 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 |
| Illumine Investment Management, LLC | 0 | $285.3K | 0.19% | −622−100.0% | Reduced |
| Aaron Wealth Advisors | 621 | $284.9K | 0.01% | −633−50.5% | Reduced |
| Legato Capital Management LLC | 615 | $282.1K | 0.02% | −231−27.3% | Reduced |
| LVW Advisors, LLC | 606 | $278.0K | 0.02% | +606 | New |
| Cape Cod Five Cents Savings Bank | 606 | $278.0K | 0.02% | +606 | New |
| SCS Capital Management LLC | 606 | $277.9K | 0.00% | +3+0.5% | Added |
| National Asset Management, Inc. | 620 | $277.0K | 0.02% | −257−29.3% | Reduced |
| Dougherty Wealth Advisers LLC | 603 | $276.6K | 0.15% | 00.0% | Unchanged |
| OFS Enterprise LLC | 603 | $276.6K | 0.07% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 601 | $276.0K | 0.02% | 00.0% | Unchanged |
| Renaissance Group LLC | 601 | $275.7K | 0.01% | −16−2.6% | Reduced |
| Van Cleef Asset Management,Inc | 600 | $275.3K | 0.03% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 599 | $274.8K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 596 | $273.4K | 0.08% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 596 | $273.4K | 0.25% | +596 | New |
| OneAscent Wealth Management LLC | 594 | $272.5K | 0.08% | −132−18.2% | Reduced |
| Vantus Wealth LLC | 592 | $271.6K | 0.15% | +592 | New |
| Mainsail Asset Management, LLC | 514 | $271.3K | 0.11% | +514 | New |
| Cornerstone Planning Group LLC | 515 | $271.2K | 0.03% | −7−1.3% | Reduced |
| Howard Capital Management Inc. | 591 | $271.1K | 0.00% | +591 | New |