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 |
|---|---|---|---|---|---|
| First Horizon Corp | 2,563 | $1.18M | 0.05% | −3−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,236 | $1.16M | 0.02% | +93+4.3% | Added |
| Brendel Financial Advisors LLC | 2,534 | $1.16M | 0.54% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 2,507 | $1.15M | 0.06% | +17+0.7% | Added |
| Belpointe Asset Management LLC | 2,506 | $1.15M | 0.04% | −51−2.0% | Reduced |
| 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 |
| Ci Investments Inc. | 2,492 | $1.14M | 0.00% | +2,492 | New |
| Vectors Research Management, LLC | 2,480 | $1.14M | 0.30% | 00.0% | Unchanged |
| Greenleaf Trust | 2,477 | $1.14M | 0.01% | −44−1.7% | Reduced |
| We Are One Seven, LLC | 2,463 | $1.13M | 0.02% | +224+10.0% | Added |
| Farther Finance Advisors, LLC | 2,449 | $1.12M | 0.01% | −385−13.6% | Reduced |
| Ritholtz Wealth Management | 2,434 | $1.12M | 0.02% | +595+32.4% | Added |
| 44 Wealth Management LLC | 2,425 | $1.11M | 0.37% | −190−7.3% | Reduced |
| Cary Street Partners Financial LLC | 2,420 | $1.11M | 0.02% | +692+40.0% | Added |
| Atlantic Union Bankshares Corp | 2,417 | $1.11M | 0.02% | −1,001−29.3% | Reduced |
| Cascade Investment Advisors, Inc. | 2,405 | $1.10M | 0.60% | +2,405 | New |
| Sandy Cove Advisors, LLC | 2,399 | $1.10M | 0.28% | −14−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,393 | $1.10M | 0.07% | −121−4.8% | Reduced |
| Advisors Asset Management, Inc. | 2,322 | $1.07M | 0.02% | +112+5.1% | Added |
| Zacks Investment Management | 2,316 | $1.06M | 0.01% | −179−7.2% | Reduced |
| Signaturefd, LLC | 2,311 | $1.06M | 0.01% | −89−3.7% | Reduced |
| Gotham Asset Management, LLC | 2,306 | $1.06M | 0.00% | −58−2.5% | Reduced |
| Third View Private Wealth, LLC | 2,302 | $1.06M | 0.13% | −241−9.5% | Reduced |
| Paradigm Asset Management Co LLC | 2,300 | $1.06M | 0.23% | +1,700+283.3% | Added |
| Novem Group | 2,282 | $1.05M | 0.11% | +175+8.3% | Added |
| Algert Global LLC | 2,281 | $1.05M | 0.01% | +2,281 | New |
| Gratus Wealth Advisors, LLC | 2,269 | $1.04M | 0.13% | +36+1.6% | Added |
| WealthTrust Asset Management, LLC | 2,208 | $1.01M | 0.55% | −4−0.2% | Reduced |
| Basepoint Wealth LLC | 2,188 | $1.00M | 0.57% | +8+0.4% | Added |
| Affinity Investment Advisors, LLC | 2,182 | $1.00M | 0.51% | −97−4.3% | Reduced |
| Metis Global Partners, LLC | 2,181 | $1.00M | 0.02% | −723−24.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,128 | $976.2K | 0.02% | +10.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,098 | $962.5K | 0.02% | −180−7.9% | Reduced |
| Fundamentun, LLC | 2,090 | $958.9K | 0.03% | +123+6.3% | Added |
| Balyasny Asset Management LLC | 2,088 | $957.9K | 0.00% | −82,735−97.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,047 | $939.0K | 0.01% | +62+3.1% | Added |
| Fielder Capital Group LLC | 2,045 | $938.0K | 0.20% | −48−2.3% | Reduced |
| Adapt Wealth Advisors, LLC | 2,028 | $930.4K | 0.30% | −64−3.1% | Reduced |
| Round Rock Advisors, LLC | 2,023 | $928.1K | 0.12% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,021 | $927.1K | 0.06% | −541−21.1% | Reduced |
| Kinneret Advisory, LLC | 2,014 | $923.9K | 0.07% | 00.0% | Unchanged |
| Adelphi Trust Co | 2,011 | $922.6K | 0.61% | +314+18.5% | Added |
| Manchester Capital Management LLC | 2,006 | $920.3K | 0.12% | −2−0.1% | Reduced |
| TCW Group Inc | 1,996 | $915.7K | 0.01% | −163−7.5% | Reduced |
| Global Retirement Partners, LLC | 1,994 | $914.6K | 0.01% | +1,994 | New |
| Qtron Investments LLC | 1,985 | $910.6K | 0.12% | +826+71.3% | Added |
| Sivia Capital Partners, LLC | 1,979 | $907.9K | 0.11% | −3,249−62.1% | Reduced |
| Resources Investment Advisors, LLC. | 1,962 | $900.3K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,960 | $899.2K | 0.13% | −63−3.1% | Reduced |
| Evergreen Capital Management LLC | 1,951 | $895.0K | 0.02% | −13−0.7% | Reduced |
| Mission Wealth Management, LP | 1,945 | $892.1K | 0.01% | +563+40.7% | Added |
| US Asset Management LLC | 1,938 | $889.1K | 0.68% | +4+0.2% | Added |
| Blackhawk Capital Partners LLC. | 1,932 | $886.3K | 0.29% | +1,932 | New |
| Argent Trust Co | 1,910 | $876.2K | 0.03% | +590+44.7% | Added |
| AlphaGrep UK Ltd | 1,904 | $873.5K | 0.27% | +247+14.9% | Added |
| Frec Markets, Inc. | 1,880 | $862.5K | 0.08% | +1,157+160.0% | Added |
| Prudential PLC | 1,875 | $860.2K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,869 | $857.4K | 0.00% | +394+26.7% | Added |
| Bull Harbor Capital LLC | 1,856 | $851.5K | 0.17% | −187−9.2% | Reduced |
| Snowden Capital Advisors LLC | 1,838 | $843.2K | 0.02% | +13+0.7% | Added |
| Assetmark, Inc | 1,835 | $842.0K | 0.00% | −202−9.9% | Reduced |
| Fort Point Capital Partners LLC | 1,820 | $835.0K | 0.09% | −44−2.4% | Reduced |
| RMB Capital Management, LLC | 1,818 | $834.0K | 0.01% | −1,945−51.7% | Reduced |
| Park National Corp | 1,814 | $832.2K | 0.02% | +118+7.0% | Added |
| Legacy Trust | 1,813 | $831.7K | 0.15% | −35−1.9% | Reduced |
| Concurrent Investment Advisors, LLC | 1,811 | $830.8K | 0.01% | −372−17.0% | Reduced |
| Marshall Financial Group LLC | 1,793 | $822.6K | 0.12% | +136+8.2% | Added |
| Van Strum & Towne Inc. | 1,790 | $821.2K | 0.22% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,787 | $819.8K | 0.05% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,783 | $818.2K | 0.01% | −23−1.3% | Reduced |
| Krilogy Financial LLC | 1,775 | $814.3K | 0.02% | +101+6.0% | Added |
| Wall Street Access Asset Management, LLC | 1,766 | $810.3K | 0.11% | +1,460+477.1% | Added |
| Westerkirk Capital Inc. | 1,764 | $809.3K | 0.08% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,750 | $803.0K | 0.03% | −353−16.8% | Reduced |
| Pinnacle Associates Ltd | 1,727 | $792.2K | 0.01% | −73−4.1% | Reduced |
| ISAM Funds (UK) Ltd | 1,720 | $789.1K | 0.56% | +1,720 | New |
| Modern Wealth Management, LLC | 1,714 | $786.3K | 0.01% | +118+7.4% | Added |
| Smithfield Trust Co | 1,715 | $786.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,713 | $785.7K | 0.03% | −595−25.8% | Reduced |
| Guinness Asset Management LTD | 1,704 | $781.7K | 0.01% | −298−14.9% | Reduced |
| Transcend Wealth Collective, LLC | 1,702 | $780.6K | 0.05% | −472−21.7% | Reduced |
| Quent Capital, LLC | 1,693 | $776.6K | 0.05% | −97−5.4% | Reduced |
| Spinnaker Trust | 1,685 | $773.0K | 0.04% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,670 | $766.1K | 0.01% | −60−3.5% | Reduced |
| New Wave Wealth Advisors LLC | 1,651 | $757.4K | 0.21% | +373+29.2% | Added |
| First County Bank | 1,647 | $755.6K | 0.36% | +94+6.1% | Added |
| TigerOak Management, L.L.C. | 1,640 | $752.4K | 0.21% | −5−0.3% | Reduced |
| St Germain D J Co Inc | 1,628 | $746.9K | 0.03% | +38+2.4% | Added |
| Tema ETFs LLC | 1,623 | $744.6K | 0.02% | +145+9.8% | Added |
| Cyndeo Wealth Partners, LLC | 1,618 | $742.3K | 0.03% | −17−1.0% | Reduced |
| Norden Group LLC | 1,616 | $741.7K | 0.06% | −223−12.1% | Reduced |
| Parkshore Wealth Management, Inc. | 1,616 | $741.5K | 0.21% | 00.0% | Unchanged |
| Searle & Co. | 1,615 | $741.0K | 0.17% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,614 | $740.3K | 0.00% | −84−4.9% | Reduced |
| Frank, Rimerman Advisors LLC | 1,613 | $740.0K | 0.04% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,606 | $736.8K | 0.19% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,603 | $735.5K | 0.01% | −47−2.8% | Reduced |
| Sentinus, LLC | 1,598 | $733.0K | 0.06% | −546−25.5% | Reduced |
| Grimes & Company, Inc. | 1,595 | $731.9K | 0.02% | +3+0.2% | Added |