The largest holder of Ameriprise Financial stock is Vanguard Capital Management LLC, with 5.9 million shares (6.68% of the company), worth about $3.26 billion as of September 25, 2026. The 10 largest holders together own 37.6%.
In Q2 2026, 1,430 institutional holdings reports listed shares worth $36.90 billion.
Insiders reported 62 transactions in the last two years: 18 sales worth $70.89 million and no purchases. The newest one on file is from May 8, 2026 (Sharpe Robert Francis Jr, Director).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through May 8, 2026.

2026Q2
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Vanguard Capital Management LLC | 5.9 million | 6.68% | $3.3B |
| BlackRock Advisors LLC | 5.8 million | 6.59% | $3.2B |
| Vanguard Portfolio Management LLC | 5.2 million | 5.86% | $2.9B |
| State Street Corporation | 4.7 million | 5.29% | $2.6B |
| Geode Capital Management LLC | 2.8 million | 3.12% | $1.5B |
| Aristotle Capital Management LLC | 2.1 million | 2.36% | $1.2B |
| BlackRock Life Ltd. | 2.0 million | 2.22% | $1.1B |
| Eaton Vance Management | 1.7 million | 1.97% | $965.0M |
| Goldman Sachs Wealth Services LP | 1.6 million | 1.86% | $909.0M |
| Teachers Advisors LLC | 1.5 million | 1.69% | $825.0M |
As of September 25, 2026.
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 1,430 | – | $36.9B |
| Q1 2026 | 1,419 | 78.5 million | $34.9B |
| Q4 2025 | 1,461 | 80.6 million | $39.5B |
| Q3 2025 | 1,398 | 84.3 million | $41.4B |
| Q2 2025 | 1,408 | 81.5 million | $43.5B |
| Q1 2025 | 1,412 | 83.8 million | $40.5B |
| Q4 2024 | 1,446 | 83.1 million | $44.2B |
| Q3 2024 | 1,317 | 87.3 million | $40.9B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Sharpe Robert Francis Jr | May 8, 2026 | Director | Sale at price 465.83 per share. | $558,996 |
| Truscott William Fredrick | Feb 10, 2026 | Officer | Sale at price 532.08 per share. | $2.7M |
| Alvero Gumer | Feb 9, 2026 | Officer | Sale at price 542.88 per share. | $2.5M |
| Alvero Gumer | Feb 9, 2026 | Officer | Conversion of Exercise of derivative security at price 126.89 - 179.84 per share. | $1.2M |
| Berman Walter Stanley | Feb 5, 2026 | Chief Financial Officer | Sale at price 544.22 per share. | $3.8M |
| Cracchiolo James M | Feb 4, 2026 | Chief Executive Officer | Sale at price 540.11 - 548.61 per share. | $26.6M |
| Truscott William Fredrick | Feb 2, 2026 | Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Melloh Heather J. | Feb 2, 2026 | General Counsel | Stock Award(Grant) at price 0.00 per share. | – |
| Brockman Dawn M | Feb 2, 2026 | Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Berman Walter Stanley | Feb 2, 2026 | Chief Financial Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Sweeney Joseph Edward | Feb 2, 2026 | Officer | Stock Award(Grant) at price 0.00 per share. | – |
| Smyth Gerard P | Feb 2, 2026 | Chief Technology Officer | Stock Award(Grant) at price 0.00 per share. | – |
Newest 12 of 62 insider transactions in the last two years.
Vanguard Capital Management LLC, with 6.68% of the company (as of September 25, 2026). Next: BlackRock Advisors LLC (6.59%) and Vanguard Portfolio Management LLC (5.86%).
1,430 institutional holdings reports listed Ameriprise Financial shares in Q2 2026 worth $36.90 billion.
In the last two years insiders reported 18 sales and no purchases (62 transactions in all); the newest on file is from May 8, 2026.