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 |
|---|---|---|---|---|---|
| Charter Trust Co | 449 | $206.0K | 0.01% | +449 | New |
| Paragon Private Wealth Management, LLC | 447 | $205.0K | 0.05% | −73−14.0% | Reduced |
| Tred Avon Family Wealth, LLC | 446 | $204.6K | 0.06% | −31−6.5% | Reduced |
| Riverbend Wealth Management, LLC | 445 | $204.3K | 0.10% | +445 | New |
| Argent Capital Management LLC | 445 | $204.1K | 0.01% | −32−6.7% | Reduced |
| Mayflower Financial Advisors, LLC | 445 | $204.1K | 0.02% | −11−2.4% | Reduced |
| Scotia Capital Inc. | 441 | $202.3K | 0.00% | +441 | New |
| Beese Fulmer Investment Management, Inc. | 441 | $202.3K | 0.01% | −315−41.7% | Reduced |
| Optiver Holding B.V. | 441 | $202.3K | 0.00% | +441 | New |
| Macroview Investment Management LLC | 440 | $201.9K | 0.13% | +440 | New |
| Concorde Asset Management, LLC | 440 | $201.9K | 0.12% | +440 | New |
| Advyzon Investment Management, LLC | 437 | $200.5K | 0.01% | −110−20.1% | Reduced |
| Hanson & Doremus Investment Management | 433 | $199.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 428 | $196.3K | 0.07% | −344−44.6% | Reduced |
| Harbor Investment Advisory, LLC | 428 | $196.3K | 0.01% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 425 | $195.0K | 0.04% | +244+134.8% | Added |
| Cary Street Partner Investment Advisory LLC | 422 | $193.6K | 0.04% | −364−46.3% | Reduced |
| Washington Trust Advisors, Inc. | 420 | $192.7K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 414 | $189.0K | 0.04% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 405 | $185.8K | 0.02% | +405 | New |
| LRI Investments, LLC | 394 | $180.8K | 0.01% | +47+13.5% | Added |
| Aberdeen Wealth Management LLC | 386 | $177.1K | 0.08% | +386 | New |
| Westend Capital Management, LLC | 386 | $177.1K | 0.04% | −20−4.9% | Reduced |
| TIAA Wealth Investment Management LLC | 385 | $176.6K | 0.00% | −15−3.8% | Reduced |
| Westpac Banking Corp | 360 | $165.2K | 0.01% | +70+24.1% | Added |
| Crews Bank & Trust | 358 | $164.2K | 0.02% | −100−21.8% | Reduced |
| Essential Partners LLC | 345 | $158.3K | 0.07% | +51+17.3% | Added |
| Evermay Wealth Management LLC | 342 | $156.9K | 0.02% | +194+131.1% | Added |
| Creative Financial Designs Inc | 340 | $156.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 338 | $155.0K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 331 | $151.9K | 0.04% | −15−4.3% | Reduced |
| NBH Bank | 330 | $151.4K | 0.06% | +330 | New |
| Strategic Wealth Partners, Ltd. | 326 | $149.6K | 0.01% | −6−1.8% | Reduced |
| United Community Bank | 326 | $149.6K | 0.05% | +10+3.2% | Added |
| North Star Investment Management Corp. | 312 | $143.1K | 0.01% | −4−1.3% | Reduced |
| Roble, Belko & Company, Inc | 310 | $142.0K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 309 | $141.8K | 0.00% | +154+99.4% | Added |
| Hantz Financial Services, Inc. | 305 | $140.0K | 0.00% | −20−6.2% | Reduced |
| Basecamp Wealth Advisors LLC | 297 | $136.3K | 0.03% | −28−8.6% | Reduced |
| Cromwell Holdings LLC | 292 | $134.0K | 0.06% | +2+0.7% | Added |
| Miller Capital Partners, Inc. | 280 | $128.5K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 278 | $127.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 276 | $126.6K | 0.15% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $123.9K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 258 | $123.7K | 0.02% | +1+0.4% | Added |
| Tompkins Financial Corp | 265 | $121.6K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 262 | $120.2K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 255 | $117.0K | 0.00% | −6−2.3% | Reduced |
| Field & Main Bank | 255 | $117.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 254 | $116.5K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 250 | $114.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 250 | $114.7K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 248 | $113.8K | 0.06% | −8−3.1% | Reduced |
| Old Second National Bank of Aurora | 245 | $112.4K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 245 | $112.0K | 0.00% | −4−1.6% | Reduced |
| Swiss Re Ltd | 244 | $111.9K | 0.01% | +220+916.7% | Added |
| CoreFirst Bank & Trust | 243 | $111.5K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 231 | $106.0K | 0.01% | −68−22.7% | Reduced |
| Armstrong Advisory Group, Inc | 231 | $106.0K | 0.01% | −9−3.8% | Reduced |
| True Wealth Design, LLC | 220 | $100.9K | 0.02% | −175−44.3% | Reduced |
| Motco | 214 | $98.2K | 0.01% | +3+1.4% | Added |
| Bell Investment Advisors, Inc | 208 | $95.4K | 0.01% | +117+128.6% | Added |
| Keating Financial Advisory Services, Inc. | 204 | $93.6K | 0.01% | +53+35.1% | Added |
| Cohen & Steers, Inc. | 200 | $92.0K | 0.00% | −150−42.9% | Reduced |
| Kimelman & Baird, LLC | 200 | $91.8K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 200 | $91.8K | 0.06% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 200 | $91.8K | 0.08% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 197 | $90.4K | 0.01% | +49+33.1% | Added |
| Leo H. Evart, Inc. | 195 | $89.5K | 0.07% | 00.0% | Unchanged |
| Security National Bank | 191 | $87.6K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 196 | $87.1K | 0.06% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 185 | $84.9K | 0.02% | +105+131.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 180 | $82.9K | 0.00% | +180 | New |
| Fortitude Family Office, LLC | 180 | $82.6K | 0.02% | +4+2.3% | Added |
| Morton Brown Family Wealth, LLC | 160 | $73.4K | 0.02% | +1+0.6% | Added |
| High Note Wealth, LLC | 156 | $71.6K | 0.01% | −6−3.7% | Reduced |
| Alpine Bank Wealth Management | 156 | $71.6K | 0.01% | +156 | New |
| Westfuller Advisors, LLC | 155 | $71.3K | 0.03% | −5−3.1% | Reduced |
| Kempen Capital Management N.V. | 154 | $70.6K | 0.00% | −59−27.7% | Reduced |
| Silvant Capital Management LLC | 152 | $69.7K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 150 | $68.8K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 147 | $67.4K | 0.04% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 144 | $66.1K | 0.04% | +144 | New |
| SJS Investment Consulting Inc. | 140 | $64.2K | 0.01% | +29+26.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 139 | $63.8K | 0.02% | +49+54.4% | Added |
| West Paces Advisors Inc. | 138 | $63.3K | 0.01% | +138 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 138 | $63.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 137 | $62.9K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 135 | $61.9K | 0.01% | −28−17.2% | Reduced |
| Ameriflex Group, Inc. | 132 | $60.6K | 0.02% | +7+5.6% | Added |
| Zions Bancorporation, National Association | 131 | $60.1K | 0.00% | +10+8.3% | Added |
| Cedar Mountain Advisors, LLC | 126 | $57.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 126 | $57.8K | 0.00% | +1+0.8% | Added |
| Monetary Solutions, Ltd | 124 | $56.9K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 123 | $56.4K | 0.00% | −77−38.5% | Reduced |
| High Point Wealth Management, LLC | 122 | $55.8K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 115 | $55.2K | 0.00% | +48+71.6% | Added |
| Battery Global Advisors, LLC | 119 | $54.6K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 116 | $53.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 111 | $50.9K | 0.00% | 00.0% | Unchanged |