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 |
|---|---|---|---|---|---|
| Sovran Advisors, LLC | 914 | $499.6K | 0.04% | −10−1.1% | Reduced |
| Fisher Asset Management, LLC | 1,086 | $498.3K | 0.00% | +241+28.5% | Added |
| Foundations Investment Advisors, LLC | 1,083 | $496.9K | 0.01% | +137+14.5% | Added |
| Aries Wealth Management | 1,081 | $495.9K | 0.10% | 00.0% | Unchanged |
| B&L Asset Management LLC | 1,080 | $495.5K | 0.17% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,070 | $490.9K | 0.02% | +219+25.7% | Added |
| Independence Bank of Kentucky | 1,066 | $489.0K | 0.06% | −6−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,064 | $488.1K | 0.00% | −1,726−61.9% | Reduced |
| Ausdal Financial Partners, Inc. | 1,056 | $484.9K | 0.02% | −20−1.9% | Reduced |
| Drive Wealth Management, LLC | 1,056 | $484.4K | 0.09% | −124−10.5% | Reduced |
| Parkside Financial Bank & Trust | 1,055 | $484.0K | 0.03% | −2−0.2% | Reduced |
| Cetera Trust Company, N.A | 1,050 | $481.7K | 0.24% | 00.0% | Unchanged |
| Anchyra Partners LLC | 1,045 | $479.4K | 0.12% | +28+2.8% | Added |
| Trust Asset Management LLC | 1,044 | $478.9K | 0.03% | −41−3.8% | Reduced |
| Kathmere Capital Management, LLC | 1,044 | $478.9K | 0.03% | +269+34.7% | Added |
| 71 West Capital Partners | 1,040 | $477.1K | 0.02% | +237+29.5% | Added |
| CTC Alternative Strategies, Ltd. | 1,040 | $477.1K | 0.69% | +1,040 | New |
| Arthur M. Cohen & Associates, LLC | 1,029 | $472.1K | 0.07% | 00.0% | Unchanged |
| Beacon Financial Group | 1,025 | $470.1K | 0.04% | −17−1.6% | Reduced |
| denkapparat Operations GmbH | 1,022 | $468.9K | 0.15% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 1,022 | $468.9K | 0.12% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,021 | $468.4K | 0.17% | −3−0.3% | Reduced |
| Sound Capital Solutions LLC | 1,021 | $468.4K | 0.11% | +1,021 | New |
| Laurel Wealth Planning LLC | 1,019 | $467.5K | 0.21% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,018 | $466.8K | 0.05% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 1,017 | $466.7K | 0.02% | −127−11.1% | Reduced |
| First Business Financial Services, Inc. | 1,015 | $465.6K | 0.04% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,014 | $465.2K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,007 | $461.8K | 0.02% | +1,007 | New |
| Wesbanco Bank Inc | 1,005 | $461.1K | 0.01% | −260−20.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,004 | $460.6K | 0.05% | −1,004−50.0% | Reduced |
| Laurion Capital Management LP | 1,002 | $459.7K | 0.03% | +1,002 | New |
| Renasant Bank | 998 | $457.8K | 0.29% | −3−0.3% | Reduced |
| Sunflower Bank, N.A. | 996 | $456.9K | 0.11% | +58+6.2% | Added |
| Everett Harris & Co | 988 | $453.3K | 0.01% | −3−0.3% | Reduced |
| Simplicity Wealth,LLC | 988 | $453.1K | 0.02% | +10+1.0% | Added |
| SageView Advisory Group, LLC | 981 | $449.9K | 0.01% | +2+0.2% | Added |
| Dakota Community Bank & Trust NA | 978 | $448.7K | 1.39% | +10+1.0% | Added |
| Somerset Trust Co | 977 | $448.2K | 0.13% | −37−3.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 974 | $446.8K | 0.01% | +2+0.2% | Added |
| Ocean Capital Management, LLC | 967 | $443.7K | 0.08% | +2+0.2% | Added |
| Berkshire Asset Management LLC | 965 | $442.5K | 0.02% | −161−14.3% | Reduced |
| Entruity Wealth, LLC | 960 | $440.4K | 0.28% | 00.0% | Unchanged |
| Bailard, Inc. | 956 | $438.6K | 0.01% | 00.0% | Unchanged |
| JBF Capital, Inc. | 950 | $435.8K | 0.06% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 947 | $434.4K | 0.19% | +54+6.0% | Added |
| Employees Retirement System of Texas | 945 | $434.0K | 0.00% | +945 | New |
| Hickory Point Bank & Trust | 935 | $428.9K | 0.26% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 932 | $427.6K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 930 | $426.6K | 0.02% | +9+1.0% | Added |
| Great Valley Advisor Group, Inc. | 928 | $425.7K | 0.01% | −411−30.7% | Reduced |
| Apella Capital, LLC | 838 | $425.5K | 0.01% | +18+2.2% | Added |
| Sowell Financial Services LLC | 922 | $423.2K | 0.01% | +89+10.7% | Added |
| Equitable Holdings, Inc. | 922 | $422.9K | 0.00% | −63−6.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 909 | $417.1K | 0.01% | −405−30.8% | Reduced |
| Beaton Management Co. Inc. | 910 | $417.0K | 0.17% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 908 | $416.6K | 0.04% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 905 | $415.2K | 0.02% | +7+0.8% | Added |
| Cito Capital Group, LLC | 901 | $413.0K | 0.11% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 896 | $411.1K | 0.01% | +35+4.1% | Added |
| Ramirez Asset Management, Inc. | 896 | $411.0K | 0.04% | 00.0% | Unchanged |
| Wellington Management Group LLP | 896 | $411.0K | 0.00% | +82+10.1% | Added |
| Essex Financial Services, Inc. | 895 | $410.6K | 0.02% | −3−0.3% | Reduced |
| Advisors Capital Management, LLC | 894 | $410.1K | 0.00% | +10+1.1% | Added |
| Leavell Investment Management, Inc. | 893 | $409.7K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 884 | $405.5K | 0.03% | −5−0.6% | Reduced |
| Perfromance Wealth Partners, LLC | 883 | $405.1K | 0.01% | −7−0.8% | Reduced |
| Private Wealth Asset Management, LLC | 877 | $402.3K | 0.04% | 00.0% | Unchanged |
| LMCG Investments, LLC | 870 | $399.1K | 0.02% | −94−9.8% | Reduced |
| Hengehold Capital Management LLC | 864 | $396.4K | 0.03% | 00.0% | Unchanged |
| Globeflex Capital L P | 858 | $393.6K | 0.05% | +503+141.7% | Added |
| Cigna Investments Inc | 856 | $393.0K | 0.05% | −24−2.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 855 | $392.4K | 0.02% | −370−30.2% | Reduced |
| Everpar Advisors LLC | 852 | $390.9K | 0.11% | −6−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 848 | $389.0K | 0.01% | +11+1.3% | Added |
| Focus Financial Network, Inc. | 847 | $388.5K | 0.01% | +169+24.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 844 | $387.2K | 0.04% | −11−1.3% | Reduced |
| RiverFront Investment Group, LLC | 844 | $387.2K | 0.01% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 842 | $386.3K | 0.22% | −25−2.9% | Reduced |
| Sendero Wealth Management, LLC | 840 | $385.4K | 0.04% | −6−0.7% | Reduced |
| South Dakota Investment Council | 840 | $385.0K | 0.01% | +120+16.7% | Added |
| Plimoth Trust Co LLC | 836 | $383.5K | 0.08% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 834 | $382.7K | 0.01% | −472−36.1% | Reduced |
| Shelton Capital Management | 834 | $382.6K | 0.01% | −42−4.8% | Reduced |
| Tocqueville Asset Management L.P. | 830 | $380.6K | 0.01% | +77+10.2% | Added |
| Grove Bank & Trust | 826 | $378.9K | 0.04% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 824 | $378.2K | 0.06% | +97+13.3% | Added |
| WealthPlan Investment Management, LLC | 824 | $378.1K | 0.02% | +21+2.6% | Added |
| N.E.W. Advisory Services LLC | 822 | $377.1K | 0.03% | +1+0.1% | Added |
| Great Waters Wealth Management | 819 | $375.6K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 816 | $374.5K | 0.02% | −7−0.9% | Reduced |
| Cairn Investment Group, Inc. | 814 | $373.0K | 0.16% | 00.0% | Unchanged |
| Whittier Trust Co | 732 | $371.5K | 0.00% | −151−17.1% | Reduced |
| IFG Advisory, LLC | 809 | $371.2K | 0.01% | +809 | New |
| Ashton Thomas Private Wealth, LLC | 806 | $369.8K | 0.01% | −38−4.5% | Reduced |
| Schulhoff & Co Inc | 800 | $367.0K | 0.15% | 00.0% | Unchanged |
| Payden & Rygel | 800 | $367.0K | 0.03% | −300−27.3% | Reduced |
| Groupama Asset Managment | 797 | $365.6K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 796 | $365.3K | 0.01% | −3,159−79.9% | Reduced |
| Spahn Wealth & Retirement LLC | 795 | $364.7K | 0.23% | 00.0% | Unchanged |