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, Q3 2021
Institutional positions in Alliancebernstein Holding L.P. as of Sep 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
- 274
- +16 vs. Q2 2021
- Shares held
- 12.8M
- −393.3K (−3.0%) vs. Q2 2021
- Total value
- $635.5M
- +$20.7M (+3.4%) vs. Q2 2021
- New holders
- 36
- 68 more added
- Sold out
- 20
- 67 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 4 | $0 | 0.00% | +4 | New |
| Cedar Mountain Advisors, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 100 | $4.00K | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 101 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 159 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 155 | $8.00K | 0.00% | +3+2.0% | Added |
| Valley National Advisers Inc | 195 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 199 | $10.0K | 0.00% | +199 | New |
| Vectors Research Management, LLC | 229 | $11.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 218 | $11.0K | 0.00% | +218 | New |
| Kozak & Associates, Inc. | 204 | $11.0K | 0.01% | +204 | New |
| BerganKDV Wealth Management, LLC | 240 | $12.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 310 | $15.0K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 306 | $15.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 310 | $15.4K | 0.00% | −230−42.6% | Reduced |
| Princeton Global Asset Management LLC | 319 | $16.0K | 0.00% | +6+1.9% | Added |
| Koshinski Asset Management, Inc. | 377 | $18.7K | 0.00% | +377 | New |
| Peoples Financial Services Corp. | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 394 | $20.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 400 | $20.0K | 0.00% | +400 | New |
| Crescent Capital Consulting, LLC | 478 | $24.0K | 0.00% | +9+1.9% | Added |
| AlphaMark Advisors, LLC | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 504 | $25.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 600 | $30.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 600 | $30.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 689 | $34.0K | 0.02% | +12+1.8% | Added |
| Asset Dedication, LLC | 700 | $35.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 696 | $35.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 700 | $35.0K | 0.02% | +700 | New |
| Pacitti Group Inc. | 723 | $36.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 750 | $37.2K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 769 | $38.0K | 0.00% | +769 | New |
| Patriot Financial Group Insurance Agency, LLC | 850 | $42.0K | 0.01% | +266+45.5% | Added |
| First Horizon Advisors, Inc. | 900 | $45.0K | 0.00% | −750−45.5% | Reduced |
| Private Capital Group, LLC | 930 | $46.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $50.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,000 | $50.0K | 0.01% | +1,000 | New |
| Cutler Group LP | 1,129 | $55.0K | 0.00% | −2,230−66.4% | Reduced |
| Fifth Third Bancorp | 1,150 | $57.0K | 0.00% | −150−11.5% | Reduced |
| MV Capital Management, Inc. | 1,200 | $59.0K | 0.01% | +200+20.0% | Added |
| Spire Wealth Management | 1,400 | $69.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,410 | $70.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,470 | $73.0K | 0.00% | −400−21.4% | Reduced |
| Oakworth Capital, Inc. | 1,500 | $74.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,528 | $75.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,650 | $81.0K | 0.00% | +242+17.2% | Added |
| Sittner & Nelson, LLC | 1,750 | $87.0K | 0.06% | +1,750 | New |
| North Star Investment Management Corp. | 1,771 | $88.0K | 0.01% | +30+1.7% | Added |
| Twin Lakes Capital Management, LLC | 1,856 | $92.0K | 0.05% | +33+1.8% | Added |
| NEXT Financial Group, Inc | 1,927 | $96.0K | 0.01% | −230−10.7% | Reduced |
| Advocacy Wealth Management Services, LLC | 2,000 | $99.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,000 | $99.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,068 | $103.0K | 0.00% | −16−0.8% | Reduced |
| Huntington National Bank | 2,199 | $109.0K | 0.00% | −14,340−86.7% | Reduced |
| Optimum Investment Advisors | 2,200 | $109.0K | 0.05% | −700−24.1% | Reduced |
| Exane Derivatives | 2,290 | $113.5K | 0.03% | +2,290 | New |
| Total Clarity Wealth Management, Inc. | 2,507 | $124.0K | 0.06% | +2,507 | New |
| Proequities, Inc. | 2,560 | $127.0K | 0.01% | +9+0.4% | Added |
| Howe & Rusling Inc | 3,000 | $149.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,000 | $149.0K | 0.00% | +3,000 | New |
| SRS Capital Advisors, Inc. | 3,089 | $153.0K | 0.02% | +54+1.8% | Added |
| Clearview Wealth Advisors LLC | 3,177 | $158.0K | 0.10% | +57+1.8% | Added |
| CoreFirst Bank & Trust | 3,245 | $161.0K | 0.11% | 00.0% | Unchanged |
| Summit X, LLC | 4,120 | $204.0K | 0.05% | +4,120 | New |
| Atticus Wealth Management, LLC | 4,195 | $208.0K | 0.09% | −139−3.2% | Reduced |
| CIBC Asset Management Inc | 4,192 | $208.0K | 0.00% | +4,192 | New |
| TCTC Holdings, LLC | 4,245 | $210.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,284 | $212.0K | 0.02% | +4,284 | New |
| Umb Bank N A | 4,300 | $213.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 4,300 | $216.0K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,431 | $220.0K | 0.01% | −223−4.8% | Reduced |
| Ironwood Investment Counsel, LLC | 4,500 | $223.0K | 0.06% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,520 | $224.0K | 0.01% | −2,001−30.7% | Reduced |
| Sigma Planning Corp | 4,580 | $227.0K | 0.01% | +4,580 | New |
| Wesbanco Bank Inc | 4,665 | $231.0K | 0.01% | +4,665 | New |
| Texas Yale Capital Corp. | 4,684 | $232.0K | 0.01% | −375−7.4% | Reduced |
| Centric Wealth Management | 4,770 | $236.0K | 0.09% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,761 | $236.0K | 0.03% | +11+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 4,860 | $241.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 4,890 | $242.0K | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,875 | $242.0K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,000 | $248.0K | 0.01% | 00.0% | Unchanged |
| Telemus Capital, LLC | 5,000 | $248.0K | 0.02% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 5,000 | $248.0K | 0.11% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,010 | $248.0K | 0.01% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 5,000 | $248.0K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 5,010 | $248.0K | 0.01% | +310+6.6% | Added |
| ARGI Investment Services, LLC | 5,035 | $250.0K | 0.01% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 5,100 | $253.0K | 0.19% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,100 | $253.0K | 0.01% | +100+2.0% | Added |
| Claraphi Advisory Network, LLC | 5,207 | $258.0K | 0.09% | +228+4.6% | Added |
| Washington Trust Co | 5,267 | $261.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,248 | $266.0K | 0.01% | +328+6.7% | Added |
| Summit Asset Management, LLC | 5,450 | $270.0K | 0.08% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,464 | $271.0K | 0.02% | +95+1.8% | Added |
| Contravisory Investment Management, Inc. | 5,504 | $273.0K | 0.08% | 00.0% | Unchanged |