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 |
|---|---|---|---|---|---|
| Skba Capital Management LLC | 1,590 | $729.4K | 0.12% | 00.0% | Unchanged |
| Accel Wealth Management | 1,574 | $722.2K | 0.16% | +127+8.8% | Added |
| Premier Path Wealth Partners, LLC | 1,568 | $719.3K | 0.08% | +116+8.0% | Added |
| Marble Wealth, LLC | 1,561 | $716.2K | 0.11% | +4+0.3% | Added |
| Evergreen Wealth Solutions, LLC | 1,253 | $714.8K | 0.04% | +25+2.0% | Added |
| EntryPoint Capital, LLC | 1,556 | $713.8K | 0.17% | +646+71.0% | Added |
| Everence Capital Management Inc | 1,540 | $706.0K | 0.04% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 1,336 | $705.9K | 0.19% | −10−0.7% | Reduced |
| Oak Thistle LLC | 1,538 | $705.6K | 0.07% | −1,416−47.9% | Reduced |
| Dodge & Cox | 1,500 | $688.1K | 0.00% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 1,492 | $684.5K | 0.04% | +100+7.2% | Added |
| Hancock Whitney Corp | 1,488 | $682.6K | 0.01% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 1,488 | $682.0K | 0.07% | +1,488 | New |
| AE Wealth Management LLC | 1,484 | $680.6K | 0.00% | −504−25.4% | Reduced |
| Catalytic Wealth RIA, LLC | 1,481 | $679.4K | 0.04% | −122−7.6% | Reduced |
| J2 Capital Management Inc | 1,472 | $675.3K | 0.45% | +1,472 | New |
| Spire Wealth Management | 1,469 | $674.7K | 0.02% | +135+10.1% | Added |
| NBC Securities, Inc. | 1,470 | $674.4K | 0.05% | +89+6.4% | Added |
| Armis Advisers, LLC | 1,321 | $670.5K | 0.06% | −165−11.1% | Reduced |
| Boston Family Office LLC | 1,458 | $669.0K | 0.04% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 1,450 | $665.2K | 0.01% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 1,441 | $661.3K | 0.34% | +2+0.1% | Added |
| McLean Asset Management Corp | 1,209 | $660.1K | 0.09% | +6+0.5% | Added |
| PFG Investments, LLC | 1,429 | $655.4K | 0.03% | −52−3.5% | Reduced |
| Mather Group, LLC. | 1,428 | $655.0K | 0.01% | +14+1.0% | Added |
| Copeland Capital Management, LLC | 1,423 | $652.8K | 0.01% | −30,181−95.5% | Reduced |
| Empirical Asset Management, LLC | 1,420 | $651.7K | 0.15% | −173−10.9% | Reduced |
| Ballentine Partners, LLC | 1,420 | $651.4K | 0.01% | −20−1.4% | Reduced |
| Stratos Wealth Partners, LTD. | 1,419 | $651.1K | 0.01% | +212+17.6% | Added |
| Crewe Advisors LLC | 1,415 | $649.1K | 0.05% | +6+0.4% | Added |
| Eastern Bank | 1,402 | $643.2K | 0.01% | +200+16.6% | Added |
| 3Chopt Investment Partners, LLC | 1,394 | $639.4K | 0.12% | +7+0.5% | Added |
| Insigneo Advisory Services, LLC | 1,363 | $625.3K | 0.02% | −75−5.2% | Reduced |
| Smith Group Asset Management, LLC | 1,361 | $624.4K | 0.03% | +311+29.6% | Added |
| Principal Securities, Inc. | 1,356 | $621.9K | 0.01% | −1,618−54.4% | Reduced |
| 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 |
| One Wealth Capital Management, LLC | 1,349 | $618.9K | 0.18% | +711+111.4% | Added |
| Piedmont Capital Management, LLC | 1,348 | $618.4K | 0.38% | +28+2.1% | Added |
| Sagespring Wealth Partners, LLC | 1,345 | $617.0K | 0.01% | −24−1.8% | Reduced |
| Investment Research Partners LLC | 1,338 | $613.9K | 0.21% | +321+31.6% | Added |
| Green Harvest Asset Management LLC | 1,320 | $605.6K | 0.01% | +75+6.0% | Added |
| Old Port Advisors | 1,313 | $602.5K | 0.12% | +41+3.2% | Added |
| Catalyst Financial Partners LLC | 1,313 | $602.4K | 0.06% | +13+1.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,179 | $598.7K | 0.01% | −35−2.9% | Reduced |
| Oak Ridge Investments LLC | 1,304 | $598.2K | 0.03% | −103−7.3% | Reduced |
| Northcape Wealth Management, LLC | 1,300 | $596.4K | 0.16% | 00.0% | Unchanged |
| Private Trust Co NA | 1,279 | $586.9K | 0.05% | +1+0.1% | Added |
| Deseret Mutual Benefit Administrators | 1,275 | $584.9K | 0.19% | −125−8.9% | Reduced |
| Oxford Asset Management LLP | 1,263 | $579.4K | 0.28% | +294+30.3% | Added |
| Trifecta Capital Advisors, LLC | 1,262 | $579.0K | 0.07% | +2+0.2% | Added |
| Integrated Advisors Network LLC | 1,260 | $577.9K | 0.03% | −136−9.7% | Reduced |
| Legacy Capital Group California, Inc. | 1,252 | $574.5K | 0.17% | −35−2.7% | Reduced |
| StoneX Group Inc. | 1,239 | $572.4K | 0.02% | +738+147.3% | Added |
| First Bank & Trust | 1,247 | $572.1K | 0.08% | −306−19.7% | Reduced |
| Custom Index Systems, LLC | 1,243 | $570.2K | 0.20% | +2+0.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,240 | $568.9K | 0.02% | −329−21.0% | Reduced |
| Pictet & Cie (Europe) SA | 1,238 | $567.9K | 0.01% | +88+7.7% | Added |
| Ellevest, Inc. | 1,241 | $567.6K | 0.07% | +108+9.5% | Added |
| CIBC World Markets Inc. | 1,234 | $566.1K | 0.00% | +173+16.3% | Added |
| Miracle Mile Advisors, LLC | 1,228 | $563.5K | 0.01% | −5−0.4% | Reduced |
| IFP Advisors, Inc | 1,227 | $562.9K | 0.01% | +188+18.1% | Added |
| Wellington Shields Capital Management, LLC | 1,220 | $559.7K | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,214 | $557.0K | 0.01% | −131−9.7% | Reduced |
| McRae Capital Management Inc | 1,210 | $555.1K | 0.11% | +225+22.8% | Added |
| Valeo Financial Advisors, LLC | 1,209 | $554.6K | 0.01% | +49+4.2% | Added |
| Baker Tilly Wealth Management, LLC | 1,202 | $551.5K | 0.12% | −13−1.1% | Reduced |
| Pettee Investors, Inc. | 1,200 | $550.5K | 0.27% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,200 | $550.5K | 0.10% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 1,196 | $548.7K | 0.01% | +6+0.5% | Added |
| Colter Lewis Investment Partners LLC | 1,188 | $545.0K | 0.24% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,188 | $545.0K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,172 | $537.7K | 0.02% | +2+0.2% | Added |
| Bridgewater Advisors Inc. | 963 | $531.7K | 0.03% | +3+0.3% | Added |
| Fire Capital Management LLC | 1,150 | $527.6K | 0.21% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,148 | $526.7K | 0.02% | −42−3.5% | Reduced |
| Dorato Capital Management | 1,035 | $524.5K | 0.36% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,143 | $524.4K | 0.03% | −340−22.9% | Reduced |
| Enzi Wealth | 1,010 | $523.8K | 0.17% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 1,141 | $523.4K | 0.03% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,140 | $523.0K | 0.08% | −360−24.0% | Reduced |
| Segment Wealth Management, LLC | 1,138 | $522.1K | 0.03% | −8−0.7% | Reduced |
| Jefferies Financial Group Inc. | 1,137 | $521.6K | 0.00% | +481+73.3% | Added |
| Checchi Capital Advisers, LLC | 1,131 | $518.6K | 0.03% | +44+4.0% | Added |
| Nicolet Bankshares Inc | 1,062 | $517.3K | 0.02% | +422+65.9% | Added |
| OneAscent Financial Services LLC | 1,123 | $515.3K | 0.02% | +308+37.8% | Added |
| South State Corp. | 1,121 | $514.3K | 0.02% | +1,016+967.6% | Added |
| Stephens Inc | 1,117 | $512.6K | 0.01% | −219−16.4% | Reduced |
| Modera Wealth Management, LLC | 1,110 | $509.2K | 0.01% | +1+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 1,109 | $508.7K | 0.00% | −179−13.9% | Reduced |
| Eagle Global Advisors LLC | 1,106 | $507.4K | 0.02% | +26+2.4% | Added |
| Savvy Advisors, Inc. | 1,105 | $507.0K | 0.01% | −500−31.2% | Reduced |
| South Plains Financial, Inc. | 1,103 | $506.0K | 0.27% | −13−1.2% | Reduced |
| Fortis Capital Advisors, LLC | 1,097 | $503.3K | 0.06% | +7+0.6% | Added |
| Becker Capital Management Inc | 1,093 | $501.4K | 0.01% | +38+3.6% | Added |
| Atomi Financial Group, Inc. | 1,092 | $501.0K | 0.01% | +78+7.7% | Added |
| HBK Sorce Advisory LLC | 892 | $500.4K | 0.01% | +24+2.8% | Added |
| Harbour Investments, Inc. | 1,091 | $500.4K | 0.01% | +30+2.8% | Added |
| MV Capital Management, Inc. | 1,090 | $500.0K | 0.04% | +102+10.3% | Added |
| OneAscent Investment Solutions LLC | 1,090 | $500.0K | 0.47% | −22−2.0% | Reduced |