Alliancebernstein Holding L.P.
AB- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0000825313
In the last 90 days, Alliancebernstein Holding L.P. insiders filed 0 open-market purchases and 1 sale; 292 institutions reported holding it in 13F filings for Q2 2026, worth $425.1M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Alliancebernstein Holding L.P. as of Jun 30, 2021. 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
- 262
- +17 vs. Q1 2021
- Shares held
- 13.2M
- −1.05M (−7.4%) vs. Q1 2021
- Total value
- $616.1M
- +$44.9M (+7.9%) vs. Q1 2021
- New holders
- 39
- 75 more added
- Sold out
- 22
- 70 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AB 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 | 292 | $425.1M |
| Q1 2026 | 284 | $452.8M |
| Q4 2025 | 284 | $562.6M |
| Q3 2025 | 274 | $533.5M |
| Q2 2025 | 276 | $560.5M |
| Q1 2025 | 292 | $998.0M |
| Q4 2024 | 291 | $957.9M |
| Q3 2024 | 258 | $781.3M |
| Q2 2024 | 248 | $734.8M |
| Q1 2024 | 240 | $722.8M |
| Q4 2023 | 232 | $683.7M |
| Q3 2023 | 231 | $572.5M |
| Q2 2023 | 238 | $521.1M |
| Q1 2023 | 257 | $550.5M |
| Q4 2022 | 261 | $481.3M |
| Q3 2022 | 266 | $403.1M |
| Q2 2022 | 278 | $463.8M |
| Q1 2022 | 293 | $554.5M |
| Q4 2021 | 298 | $645.6M |
| Q3 2021 | 274 | $635.5M |
| Q2 2021 | 262 | $616.1M |
| Q1 2021 | 247 | $596.7M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cedar Mountain Advisors, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 47 | $3.00K | 0.00% | +47 | New |
| Sound Income Strategies, LLC | 101 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 100 | $5.00K | 0.00% | −5−4.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 159 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 152 | $7.00K | 0.00% | +2+1.3% | Added |
| Newbridge Financial Services Group, Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 195 | $9.00K | 0.00% | +195 | New |
| BerganKDV Wealth Management, LLC | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 229 | $11.0K | 0.00% | +179+358.0% | Added |
| CWM, LLC | 270 | $13.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 310 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 306 | $14.0K | 0.01% | +306 | New |
| Princeton Global Asset Management LLC | 313 | $15.0K | 0.00% | +5+1.6% | Added |
| Clearstead Advisors, LLC | 394 | $18.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 400 | $19.0K | 0.01% | +400 | New |
| WealthShield Partners, LLC | 475 | $22.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 469 | $22.0K | 0.00% | +8+1.7% | Added |
| AlphaMark Advisors, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 504 | $23.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 540 | $25.1K | 0.00% | +24+4.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 584 | $27.0K | 0.00% | +223+61.8% | Added |
| Kistler-Tiffany Companies, LLC | 600 | $28.0K | 0.01% | −325−35.1% | Reduced |
| Smithfield Trust Co | 600 | $28.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 645 | $30.0K | 0.00% | +645 | New |
| Truvestments Capital LLC | 677 | $31.0K | 0.02% | +12+1.8% | Added |
| Gradient Investments LLC | 696 | $32.0K | 0.00% | +696 | New |
| Asset Dedication, LLC | 700 | $33.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 723 | $33.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 750 | $34.9K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 930 | $43.0K | 0.01% | −481−34.1% | Reduced |
| City Holding Co | 1,000 | $47.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $47.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,000 | $47.0K | 0.01% | +1,000 | New |
| Fifth Third Bancorp | 1,300 | $61.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,400 | $65.0K | 0.00% | −325−18.8% | Reduced |
| IFP Advisors, Inc | 1,408 | $65.0K | 0.00% | −196−12.2% | Reduced |
| Sawyer & Company, Inc | 1,410 | $66.0K | 0.03% | −360−20.3% | Reduced |
| Oakworth Capital, Inc. | 1,500 | $70.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,528 | $71.1K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,600 | $74.0K | 0.01% | +1,600 | New |
| First Horizon Advisors, Inc. | 1,650 | $77.0K | 0.00% | +750+83.3% | Added |
| North Star Investment Management Corp. | 1,741 | $81.0K | 0.01% | +30+1.8% | Added |
| Twin Lakes Capital Management, LLC | 1,823 | $85.0K | 0.05% | +32+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,870 | $87.0K | 0.00% | +300+19.1% | Added |
| Advocacy Wealth Management Services, LLC | 2,000 | $93.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,000 | $93.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,084 | $97.0K | 0.00% | −5,000−70.6% | Reduced |
| Castleview Partners, LLC | 2,100 | $98.0K | 0.04% | +2,100 | New |
| NEXT Financial Group, Inc | 2,157 | $100.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,416 | $112.0K | 0.00% | +2,416 | New |
| Proequities, Inc. | 2,551 | $119.0K | 0.01% | −877−25.6% | Reduced |
| Optimum Investment Advisors | 2,900 | $135.0K | 0.04% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,000 | $140.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,035 | $141.0K | 0.02% | +3,035 | New |
| Clearview Wealth Advisors LLC | 3,120 | $145.0K | 0.09% | +55+1.8% | Added |
| CoreFirst Bank & Trust | 3,245 | $151.0K | 0.10% | +380+13.3% | Added |
| Cutler Group LP | 3,359 | $156.0K | 0.01% | +3,283+4,319.7% | Added |
| Northwestern Mutual Wealth Management Co | 3,560 | $166.0K | 0.00% | +228+6.8% | Added |
| TCTC Holdings, LLC | 4,245 | $198.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 4,300 | $200.0K | 0.00% | +4,300 | New |
| Paradigm Financial Partners, LLC | 4,300 | $200.0K | 0.05% | +4,300 | New |
| Sheaff Brock Investment Advisors, LLC | 4,311 | $201.0K | 0.02% | +4,311 | New |
| Atticus Wealth Management, LLC | 4,334 | $202.0K | 0.09% | +714+19.7% | Added |
| IPG Investment Advisors LLC | 4,360 | $203.0K | 0.06% | +4,360 | New |
| Ironwood Investment Counsel, LLC | 4,500 | $209.0K | 0.06% | +4,500 | New |
| Harbour Investments, Inc. | 4,654 | $217.0K | 0.01% | +260+5.9% | Added |
| Ameritas Investment Company, LLC | 4,700 | $219.0K | 0.01% | −1,230−20.7% | Reduced |
| Anchor Investment Management, LLC | 4,750 | $221.1K | 0.03% | −239−4.8% | Reduced |
| Centric Wealth Management | 4,770 | $222.0K | 0.08% | −6,983−59.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,860 | $226.0K | 0.01% | +4,860 | New |
| SeaCrest Wealth Management, LLC | 4,875 | $227.0K | 0.03% | +4,875 | New |
| NVWM, LLC | 4,890 | $228.0K | 0.08% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 4,916 | $229.0K | 0.00% | −9,708−66.4% | Reduced |
| Minot Wealth Management LLC | 5,000 | $229.0K | 0.05% | +5,000 | New |
| Geneos Wealth Management Inc. | 4,920 | $230.0K | 0.01% | +570+13.1% | Added |
| AE Wealth Management LLC | 4,971 | $231.0K | 0.00% | +4,971 | New |
| Claraphi Advisory Network, LLC | 4,979 | $232.0K | 0.07% | −83−1.6% | Reduced |
| Telemus Capital, LLC | 5,000 | $233.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,000 | $233.0K | 0.01% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 5,000 | $233.0K | 0.11% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,010 | $233.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,000 | $233.0K | 0.01% | +5,000 | New |
| ARGI Investment Services, LLC | 5,035 | $234.0K | 0.01% | +5,035 | New |
| Credit Suisse AG | 5,126 | $236.0K | 0.00% | −14,075−73.3% | Reduced |
| Texas Yale Capital Corp. | 5,059 | $236.0K | 0.01% | +5,059 | New |
| Clark Financial Services Group Inc | 5,100 | $237.0K | 0.19% | 00.0% | Unchanged |
| Washington Trust Co | 5,267 | $245.0K | 0.01% | +200+3.9% | Added |
| SageGuard Financial Group, LLC | 5,376 | $250.0K | 0.11% | −34−0.6% | Reduced |
| Joel Isaacson & Co., LLC | 5,369 | $250.0K | 0.02% | +95+1.8% | Added |
| Independent Advisor Alliance | 5,431 | $253.0K | 0.01% | +5,431 | New |
| Summit Asset Management, LLC | 5,450 | $254.0K | 0.08% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 5,504 | $256.0K | 0.08% | 00.0% | Unchanged |
| Natixis | 5,562 | $259.0K | 0.00% | −143,300−96.3% | Reduced |
| B. Riley Wealth Management, Inc. | 5,559 | $259.0K | 0.03% | +435+8.5% | Added |
| Freestone Capital Holdings, LLC | 5,667 | $264.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 5,776 | $269.0K | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,850 | $272.0K | 0.08% | −1,667−22.2% | Reduced |