# AMERIPRISE FINL INC (AMP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AMP/

- Reporting holders: 62
- Reported value: $120.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $37.7M | 76,665 | 1.9% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $32.6M | 66,195 | 0.9% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $19.7M | 40,072 | 0.2% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $6.8M | 13,723 | 0.2% | 25 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $3.9M | 7,976 | 0.2% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $2.4M | 4,944 | 0.1% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.9M | 3,843 | 0.0% | 19 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.8M | 3,679 | 0.3% | 31 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.5M | 3,098 | 0.0% | 16 |
| [Adelphi Trust Co](https://holderbook.com/funds/2106968-adelphi-trust-co/) | $1.0M | 2,058 | 0.7% | 4 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $849.3K | 1,725 | 0.0% | 23 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $705.5K | 1,433 | 0.0% | 9 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $607.6K | 1,234 | 0.1% | 23 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $595.3K | 1,209 | 0.0% | 17 |
| [Dakota Community Bank & Trust NA](https://holderbook.com/funds/1950556-dakota-community-bank-trust-na/) | $514.0K | 1,044 | 1.5% | 16 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $507.7K | 1,035 | 0.3% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $463.2K | 944 | 0.0% | 12 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $460.3K | 935 | 0.3% | 8 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $446.6K | 907 | 0.0% | 1 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $406.7K | 826 | 0.0% | 26 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $403.1K | 819 | 0.0% | 16 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $347.1K | 705 | 0.2% | 8 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $330.9K | 672 | 0.0% | 5 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $271.3K | 551 | 0.1% | 15 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $263.5K | 535 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 62 | $120.8M |
| Q2 2026 | 1,395 | $39.1B |
| Q1 2026 | 1,380 | $35.0B |
| Q4 2025 | 1,430 | $39.6B |
| Q3 2025 | 1,364 | $41.6B |
| Q2 2025 | 1,366 | $43.6B |
| Q1 2025 | 1,373 | $40.5B |
| Q4 2024 | 1,393 | $44.3B |
| Q3 2024 | 1,270 | $41.0B |
| Q2 2024 | 1,253 | $37.8B |
| Q1 2024 | 1,247 | $40.9B |
| Q4 2023 | 1,167 | $34.5B |