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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 4,300 | $216.0K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 4,300 | $213.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,284 | $212.0K | 0.02% | +4,284 | New |
| TCTC Holdings, LLC | 4,245 | $210.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Summit X, LLC | 4,120 | $204.0K | 0.05% | +4,120 | New |
| CoreFirst Bank & Trust | 3,245 | $161.0K | 0.11% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3,177 | $158.0K | 0.10% | +57+1.8% | Added |
| SRS Capital Advisors, Inc. | 3,089 | $153.0K | 0.02% | +54+1.8% | 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 |
| Proequities, Inc. | 2,560 | $127.0K | 0.01% | +9+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 2,507 | $124.0K | 0.06% | +2,507 | New |
| Exane Derivatives | 2,290 | $113.5K | 0.03% | +2,290 | New |
| 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 |
| Captrust Financial Advisors | 2,068 | $103.0K | 0.00% | −16−0.8% | 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 |
| NEXT Financial Group, Inc | 1,927 | $96.0K | 0.01% | −230−10.7% | Reduced |
| Twin Lakes Capital Management, LLC | 1,856 | $92.0K | 0.05% | +33+1.8% | Added |
| North Star Investment Management Corp. | 1,771 | $88.0K | 0.01% | +30+1.7% | Added |
| Sittner & Nelson, LLC | 1,750 | $87.0K | 0.06% | +1,750 | New |
| IFP Advisors, Inc | 1,650 | $81.0K | 0.00% | +242+17.2% | Added |
| Caldwell Trust Co | 1,528 | $75.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,500 | $74.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,470 | $73.0K | 0.00% | −400−21.4% | Reduced |
| Sawyer & Company, Inc | 1,410 | $70.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,400 | $69.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,200 | $59.0K | 0.01% | +200+20.0% | Added |
| Fifth Third Bancorp | 1,150 | $57.0K | 0.00% | −150−11.5% | Reduced |
| Cutler Group LP | 1,129 | $55.0K | 0.00% | −2,230−66.4% | Reduced |
| 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 |
| Private Capital Group, LLC | 930 | $46.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 900 | $45.0K | 0.00% | −750−45.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 850 | $42.0K | 0.01% | +266+45.5% | Added |
| Barclays PLC | 769 | $38.0K | 0.00% | +769 | New |
| Glen Eagle Advisors, LLC | 750 | $37.2K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 723 | $36.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Truvestments Capital LLC | 689 | $34.0K | 0.02% | +12+1.8% | Added |
| Smithfield Trust Co | 600 | $30.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 600 | $30.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 504 | $25.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 478 | $24.0K | 0.00% | +9+1.9% | Added |
| 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 |
| Koshinski Asset Management, Inc. | 377 | $18.7K | 0.00% | +377 | New |
| Princeton Global Asset Management LLC | 319 | $16.0K | 0.00% | +6+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 310 | $15.4K | 0.00% | −230−42.6% | Reduced |
| Delta Asset Management LLC | 310 | $15.0K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 306 | $15.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 240 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Sound Income Strategies, LLC | 101 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 100 | $4.00K | 0.00% | +100 | New |
| Cedar Mountain Advisors, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4 | $0 | 0.00% | +4 | New |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −73,776−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −36,270−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −25,950−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −24,668−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −20,530−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −14,399−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −13,169−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −10,304−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −6,795−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −6,156−100.0% | Sold out |
| SageGuard Financial Group, LLC | 0 | $0 | 0.00% | −5,376−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −5,126−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −4,916−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,416−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| GoalVest Advisory LLC | – | – | – | – | Not filed |
| Western Wealth Management, LLC | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |