AMERIPRISE FINL INC (AMP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 78,477,867 shares against 88,333,219 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $3.6B | 7,935,137 | 0.05% | 8q | -8.0%-$316.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.7B | 5,900,661 | 0.06% | 2q | -0.5%-$14.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4B | 5,176,700 | 0.11% | 2q | -1.5%-$35.6M |
| STATE STREET CORP | $2.1B | 4,672,743 | 0.06% | 31q | +1.7%+$36.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.3B | 2,756,276 | 0.07% | 31q | -4.1%-$53.8M |
| Aristotle Capital Management, LLC | $955.8M | 2,083,285 | 2.00% | 33q | -5.8%-$58.9M |
| MORGAN STANLEY | $800.0M | 1,743,842 | 0.04% | 35q | -13.2%-$122.0M |
| GOLDMAN SACHS GROUP INC | $753.8M | 1,643,021 | 0.07% | 31q | +12.6%+$84.1M |
| Nuveen, LLC | $683.9M | 1,490,792 | 0.16% | 6q | -0.6%-$3.8M |
| AQR CAPITAL MANAGEMENT LLC | $607.5M | 1,324,189 | 0.21% | 31q | -10.2%-$69.3M |
| NORGES BANK | $591.9M | 1,290,282 | 0.06% | 32q | -14.8%-$102.7M |
| Boston Partners | $547.1M | 1,192,056 | 0.49% | 31q | +3.2%+$16.7M |
| FMR LLC | $531.0M | 1,157,398 | 0.02% | 31q | -5.4%-$30.1M |
| NORTHERN TRUST CORP | $502.5M | 1,095,302 | 0.06% | 31q | -2.8%-$14.4M |
| DIMENSIONAL FUND ADVISORS LP | $493.6M | 1,076,218 | 0.09% | 31q | +5.0%+$23.6M |
| FIRST TRUST ADVISORS LP | $493.2M | 1,075,144 | 0.29% | 31q | +9.4%+$42.2M |
| JPMORGAN CHASE & CO | $492.0M | 1,101,289 | 0.03% | 31q | -24.6%-$160.4M |
| FEDERATED HERMES, INC. | $464.8M | 1,013,123 | 0.67% | 31q | -3.7%-$17.7M |
| Invesco Ltd. | $431.0M | 939,460 | 0.03% | 31q | +1.9%+$8.1M |
| ROYAL BANK OF CANADA | $376.0M | 819,638 | 0.06% | 31q | +1.5%+$5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $374.9M | 817,247 | 0.07% | 31q | +2.9%+$10.5M |
| UBS Group AG | $371.2M | 809,191 | 0.05% | 31q | -30.6%-$163.7M |
| DEUTSCHE BANK AG\ | $366.2M | 798,290 | 0.11% | 34q | -12.0%-$50.1M |
| AMERICAN CENTURY COMPANIES INC | $355.9M | 775,743 | 0.16% | 31q | +26.4%+$74.3M |
| BANK OF AMERICA CORP /DE/ | $320.9M | 699,599 | 0.02% | 31q | +7.5%+$22.5M |
| Bank of New York Mellon Corp | $312.6M | 681,433 | 0.05% | 31q | -4.9%-$16.2M |
| LYRICAL ASSET MANAGEMENT LP | $298.6M | 650,835 | 3.79% | 31q | -2.6%-$8.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $278.8M | 607,766 | 0.04% | 31q | -1.1%-$3.2M |
| Legal & General Group Plc | $262.7M | 572,603 | 0.05% | 31q | -6.6%-$18.7M |
| Beutel, Goodman & Co Ltd. | $255.1M | 555,992 | 1.88% | 31q | -15.7%-$47.5M |
| HSBC HOLDINGS PLC | $248.5M | 542,072 | 0.10% | 31q | +1.1%+$2.8M |
| MILLENNIUM MANAGEMENT LLC | $243.9M | 531,742 | 0.09% | 31q | -22.2%-$69.6M |
| VANGUARD FIDUCIARY TRUST CO | $232.4M | 506,504 | 0.05% | 2q | -3.6%-$8.8M |
| Man Group plc | $228.3M | 497,670 | 0.36% | 31q | +57.5%+$83.4M |
| LSV ASSET MANAGEMENT | $215.4M | 469,438 | 0.39% | 31q | +55.7%+$77.1M |
| Connor, Clark & Lunn Investment Management Ltd. | $203.5M | 443,609 | 0.39% | 6q | +45.3%+$63.5M |
| PNC Financial Services Group, Inc. | $177.4M | 386,762 | 0.09% | 31q | HELD |
| Assenagon Asset Management S.A. | $175.7M | 382,992 | 0.11% | 24q | +384.2%+$139.4M |
| Amundi | $166.3M | 362,480 | 0.04% | 21q | -19.8%-$41.2M |
| TD Asset Management Inc | $162.2M | 353,527 | 0.14% | 31q | -11.8%-$21.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $149.5M | 325,811 | 0.15% | 31q | +46.2%+$47.3M |
| LAZARD ASSET MANAGEMENT LLC | $147.8M | 322,132 | 0.22% | 38q | -0.9%-$1.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $146.7M | 306,997 | 0.05% | 18q | +10.2%+$13.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | $141.2M | 307,775 | 0.08% | 31q | +0.6%+$842.7K |
| BARCLAYS PLC | $138.2M | 301,275 | 0.03% | 31q | -8.0%-$12.0M |
| Robeco Institutional Asset Management B.V. | $135.4M | 295,074 | 0.17% | 38q | -49.1%-$130.6M |
| SEI INVESTMENTS CO | $132.2M | 288,238 | 0.12% | 31q | -19.8%-$32.6M |
| Allspring Global Investments Holdings, LLC | $130.0M | 271,031 | 0.20% | 19q | +3789.1%+$126.7M |
| CITADEL ADVISORS LLC | $128.3M incl. $20.0M options CALL+PUT | 236,081 | 0.01% | 31q | +59.4%+$47.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $127.3M | 277,420 | 0.18% | 10q | -0.9%-$1.2M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $123.9M | 270,174 | 0.43% | 13q | +5.8%+$6.8M |
| Maj Invest Holding A/S | $120.6M | 262,966 | 5.49% | 8q | -11.7%-$15.9M |
| Swedbank AB | $116.6M | 254,201 | 0.10% | 21q | -1.0%-$1.2M |
| Epoch Investment Partners, Inc. | $116.1M | 253,066 | 0.66% | 18q | -4.0%-$4.9M |
| PRINCIPAL FINANCIAL GROUP INC | $112.9M | 246,083 | 0.06% | 31q | +10.6%+$10.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $108.6M | 236,798 | 0.01% | 31q | -40.8%-$74.8M |
| Caisse de depot et placement du Quebec | $106.1M | 231,289 | 0.15% | 2q | +692.1%+$92.7M |
| ENVESTNET ASSET MANAGEMENT INC | $104.5M | 227,772 | 0.02% | 31q | -27.9%-$40.5M |
| BNP PARIBAS FINANCIAL MARKETS | $103.3M | 225,237 | 0.04% | 31q | -12.0%-$14.2M |
| VICTORY CAPITAL MANAGEMENT INC | $100.9M | 219,965 | 0.06% | 31q | -1.8%-$1.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $100.1M | 218,197 | 0.06% | 31q | +5.1%+$4.9M |
| KBC Group NV | $98.7M | 215,126 | 0.21% | 31q | +43.7%+$30.0M |
| MAIRS & POWER INC | $98.2M | 214,056 | 0.90% | 31q | +8.6%+$7.8M |
| Sumitomo Mitsui Trust Group, Inc. | $97.3M | 212,177 | 0.06% | 31q | +0.9%+$898.3K |
| TrinityBridge Ltd | $97.3M | 212,260 | 2.59% | 22q | -23.1%-$29.2M |
| California Public Employees Retirement System | $95.1M | 207,205 | 0.05% | 31q | +4.6%+$4.2M |
| Vanguard Global Advisers, LLC | $89.2M | 194,351 | 0.04% | 2q | -2.7%-$2.5M |
| CAPTRUST FINANCIAL ADVISORS | $88.9M | 193,792 | 0.14% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $87.9M | 191,695 | 0.02% | 7q | +3.5%+$3.0M |
| AustralianSuper Pty Ltd | $84.9M | 185,006 | 0.37% | 16q | +1453.6%+$79.4M |
| National Pension Service | $84.9M | 184,972 | 0.05% | 31q | +8.3%+$6.5M |
| D. E. Shaw & Co., Inc. | $84.4M | 183,904 | 0.04% | 4q | -34.0%-$43.5M |
| FRANKLIN RESOURCES INC | $84.2M | 183,645 | 0.02% | 31q | -14.0%-$13.8M |
| RHUMBLINE ADVISERS | $82.3M | 179,457 | 0.06% | 31q | -9.8%-$8.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $81.1M | 176,884 | 0.05% | 2q | +10.3%+$7.6M |
| PANAGORA ASSET MANAGEMENT INC | $80.3M | 175,100 | 0.25% | 31q | +1621.7%+$75.7M |
| Welch & Forbes LLC | $78.5M | 171,132 | 0.95% | 31q | -1.3%-$1.1M |
| BANK OF MONTREAL /CAN/ | $78.4M | 170,848 | 0.03% | 31q | +2.8%+$2.2M |
| Capital World Investors | $68.1M | 148,501 | 0.01% | 12q | +8.9%+$5.6M |
| Russell Investments Group, Ltd. | $67.7M | 148,178 | 0.06% | 31q | +7.3%+$4.6M |
| PFA Pension, Forsikringsaktieselskab | $67.3M | 146,794 | 0.17% | 3q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $66.9M | 145,720 | 0.09% | 4q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $63.9M | 139,314 | 0.06% | 31q | +3.4%+$2.1M |
| BI Asset Management Fondsmaeglerselskab A/S | $63.4M | 138,249 | 0.50% | 18q | +22.7%+$11.7M |
| WELLS FARGO & COMPANY/MN | $62.4M | 136,013 | 0.01% | 31q | +8.9%+$5.1M |
| Thrivent Financial for Lutherans | $61.3M | 133,674 | 0.10% | 31q | -21.9%-$17.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $60.5M | 131,814 | 0.03% | 2q | +446.0%+$49.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $59.3M | 129,356 | 0.09% | 7q | -5.2%-$3.2M |
| ALLIANCEBERNSTEIN L.P. | $59.0M | 132,803 | 0.02% | 31q | -8.0%-$5.1M |
| Midwest Trust Co | $58.2M | 126,891 | 0.66% | 5q | +1.8%+$1.0M |
| Mitsubishi UFJ Trust & Banking Corp | $58.2M | 126,831 | 0.13% | 31q | +10.6%+$5.6M |
| BROWN ADVISORY INC | $55.7M | 121,393 | 0.09% | 31q | -2.9%-$1.7M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $55.5M | 121,000 | 0.24% | 2q | +573.7%+$47.3M |
| Treasurer of the State of North Carolina | $53.3M | 116,233 | 0.14% | 34q | HELD |
| CIBC Bancorp USA Inc. | $53.1M | 115,580 | 0.06% | 3q | -42.8%-$39.8M |
| CITIGROUP INC | $52.5M | 114,336 | 0.02% | 31q | +38.2%+$14.5M |
| GROUP ONE TRADING LLC | $51.4M CALL | options only | 0.07% | new | OPTIONS |
| JANE STREET GROUP, LLC | $51.3M incl. $15.2M options CALL+PUT | 78,650 | 0.00% | 31q | +147.5%+$30.6M |
| DANSKE BANK A/S | $50.8M | 110,841 | 0.10% | 10q | +22.7%+$9.4M |
| Allianz Asset Management GmbH | $49.7M | 108,436 | 0.04% | 40q | +32.6%+$12.2M |
Showing the largest 100 of 1,405 reported holders. The count of 1,403 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 1,403 managers that file Form 13F reported holding Ameriprise Finl Inc (AMP), $36.1B in all, or about 89% of the shares outstanding. 112 managers opened a position and 103 sold out completely, against 1,394 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and Vanguard Portfolio Management Llc. Largest new positions: Group One Trading Llc ($51.4M), Alberta Investment Management Corp ($16.8M) and Winmill & Co. Inc ($10.1M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-28 | CRACCHIOLO JAMES M | CHAIRMAN AND CEO | Sold | 18,020 | $9.8M ×2 |
| 2026-07-28 | Berman Walter Stanley | EXECUTIVE VP AND CFO | Sold | 11,012 | $6.0M ×2 |
| 2026-07-28 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Sold | 8,210 | $4.4M ×3 |
| 2026-07-27 | Williams William Jerryl | Pres, Wealth Mgmt Advisor Grp | Sold | 7,894 | $4.2M ×2 |
| 2026-05-14 | Smyth Gerard P. | EVP & Hd. of Tech. & Serv. Del | Sold | 6,255 | $3.0M |
| 2026-08-06 | McGraw Deirdre Davey | EVP Mktg, Strat. & Comms. | Sold | 2,400 | $1.3M |
| 2026-05-08 | Sharpe Robert Francis JR | Director | Sold | 1,200 | $559.0K |
| 2026-08-10 | Brockman Dawn M. | SVP AND CONTROLLER | Sold | 472 | $263.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 511 | $2.1B | 4,333,036 | 62 | 154 | 127 | 0.0% |
| Q2 2026 | 1,403 | $36.1B | 78,477,867 | 98 | 417 | 509 | 0.4% |
| Q1 2026 | 1,394 | $34.9B | 78,486,154 | 98 | 441 | 469 | 0.2% |
| Q4 2025 | 1,434 | $39.6B | 80,566,349 | 98 | 413 | 472 | 0.3% |
| Q3 2025 | 1,369 | $41.6B | 84,343,423 | 114 | 408 | 421 | 0.4% |
| Q2 2025 | 1,370 | $43.6B | 81,410,021 | 101 | 428 | 460 | 0.3% |
| Q1 2025 | 1,377 | $40.6B | 83,507,003 | 103 | 453 | 449 | 0.4% |
| Q4 2024 | 1,397 | $44.4B | 83,072,851 | 114 | 375 | 464 | 0.3% |
| Q3 2024 | 1,273 | $41.1B | 86,958,255 | 89 | 384 | 425 | 0.5% |
| Q2 2024 | 1,256 | $37.8B | 88,238,338 | 86 | 431 | 378 | 0.4% |
| Q1 2024 | 1,251 | $40.9B | 92,813,191 | 128 | 387 | 388 | 0.6% |
| Q4 2023 | 1,170 | $34.6B | 90,532,739 | 98 | 314 | 409 | 0.5% |
| Q3 2023 | 1,091 | $28.4B | 85,740,871 | 71 | 312 | 365 | 0.4% |
| Q2 2023 | 1,085 | $29.0B | 87,291,287 | 96 | 302 | 389 | 0.3% |
| Q1 2023 | 1,043 | $27.6B | 90,725,207 | 101 | 322 | 371 | 0.5% |
| Q4 2022 | 1,028 | $27.8B | 89,211,528 | 124 | 271 | 349 | 0.4% |
| Q3 2022 | 921 | $72.4B | 287,000,760 | 72 | 274 | 327 | 0.1% |
| Q2 2022 | 944 | $64.1B | 269,332,214 | 80 | 291 | 337 | 0.1% |
| Q1 2022 | 983 | $78.6B | 260,797,605 | 78 | 305 | 338 | 0.2% |
| Q4 2021 | 982 | $82.7B | 273,644,882 | 78 | 297 | 299 | 0.2% |
| Q3 2021 | 919 | $78.1B | 294,673,299 | 81 | 271 | 303 | 0.1% |
| Q2 2021 | 884 | $54.3B | 218,114,687 | 78 | 233 | 329 | 0.1% |
| Q1 2021 | 878 | $61.3B | 263,313,438 | 98 | 245 | 321 | 0.1% |
| Q4 2020 | 847 | $61.6B | 315,649,976 | 104 | 209 | 296 | 0.1% |
| Q3 2020 | 767 | $75.5B | 490,922,898 | 66 | 198 | 276 | 0.1% |
| Q2 2020 | 757 | $71.4B | 476,227,162 | 118 | 188 | 291 | 0.2% |
| Q1 2020 | 702 | $45.5B | 443,186,402 | 45 | 217 | 275 | 0.1% |
| Q4 2019 | 827 | $58.2B | 348,718,711 | 87 | 199 | 302 | 0.1% |
| Q3 2019 | 754 | $76.5B | 519,429,572 | 45 | 233 | 270 | 0.2% |
| Q2 2019 | 797 | $26.8B | 181,845,334 | 105 | 245 | 253 | 0.5% |
| Q1 2019 | 761 | $71.0B | 554,304,217 | 64 | 227 | 265 | 0.1% |
| Q4 2018 | 765 | $54.4B | 520,636,888 | 9 | 12 | 13 | 0.1% |