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, Q4 2021
Institutional positions in Alliancebernstein Holding L.P. as of Dec 31, 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
- 298
- +28 vs. Q3 2021
- Shares held
- 13.3M
- +512.3K (+4.0%) vs. Q3 2021
- Total value
- $645.6M
- +$13.5M (+2.1%) vs. Q3 2021
- New holders
- 48
- 91 more added
- Sold out
- 20
- 62 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $0 | 0.00% | +6 | New |
| Mystic Asset Management, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Cedar Mountain Advisors, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 74 | $4.00K | 0.00% | +74 | New |
| Glen Eagle Advisors, LLC | 100 | $4.88K | 0.00% | −650−86.7% | Reduced |
| Sound Income Strategies, LLC | 101 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Rise Advisors, LLC | 108 | $5.28K | 0.01% | +108 | New |
| Koshinski Asset Management, Inc. | 130 | $6.35K | 0.00% | −247−65.5% | Reduced |
| Newton One Investments LLC | 153 | $7.00K | 0.00% | −153−50.0% | Reduced |
| TD Waterhouse Canada Inc. | 165 | $7.95K | 0.00% | +165 | New |
| Whittier Trust Co of Nevada Inc | 159 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 158 | $8.00K | 0.00% | +3+1.9% | Added |
| Valley National Advisers Inc | 195 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 199 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 200 | $10.0K | 0.00% | +200 | New |
| Assetmark, Inc | 218 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 229 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 247 | $11.0K | 0.01% | +43+21.1% | Added |
| BerganKDV Wealth Management, LLC | 240 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 259 | $13.0K | 0.00% | +259 | New |
| Delta Asset Management LLC | 310 | $15.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 310 | $15.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 319 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 394 | $19.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 470 | $23.0K | 0.00% | −1,000−68.0% | Reduced |
| AlphaMark Advisors, LLC | 500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 485 | $24.0K | 0.00% | +7+1.5% | Added |
| Gemmer Asset Management LLC | 504 | $25.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 600 | $29.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 600 | $29.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 676 | $33.0K | 0.02% | +676 | New |
| Asset Dedication, LLC | 700 | $34.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 700 | $34.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 700 | $34.0K | 0.02% | +11+1.6% | Added |
| AGF Investments LLC | 699 | $34.0K | 0.00% | +699 | New |
| CoreCap Advisors, LLC | 700 | $34.0K | 0.00% | +700 | New |
| Western Pacific Wealth Management, LP | 700 | $34.0K | 0.02% | +700 | New |
| First Horizon Advisors, Inc. | 900 | $44.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 930 | $45.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | – | $49.0K | 0.00% | – | New |
| GPS Wealth Strategies Group, LLC | 1,016 | $50.0K | 0.01% | +16+1.6% | Added |
| CWM, LLC | 1,131 | $55.0K | 0.00% | +1,131 | New |
| Fifth Third Bancorp | 1,150 | $56.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,172 | $57.0K | 0.00% | −3,259−73.5% | Reduced |
| MV Capital Management, Inc. | 1,200 | $59.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,240 | $61.0K | 0.00% | +1,240 | New |
| Sawyer & Company, Inc | 1,410 | $69.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,427 | $70.0K | 0.00% | −500−25.9% | Reduced |
| Oakworth Capital, Inc. | 1,500 | $73.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,653 | $80.0K | 0.00% | +3+0.2% | Added |
| Spire Wealth Management | 1,630 | $80.0K | 0.00% | +230+16.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,651 | $81.0K | 0.01% | +801+94.2% | Added |
| Operose Advisors LLC | 1,700 | $83.0K | 0.07% | +1,700 | New |
| Sittner & Nelson, LLC | 1,750 | $85.0K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,798 | $88.0K | 0.01% | +27+1.5% | Added |
| Snowden Capital Advisors LLC | 1,802 | $88.0K | 0.00% | +1,802 | New |
| Guardian Wealth Management, Inc. | 1,862 | $91.0K | 0.09% | +1,862 | New |
| Twin Lakes Capital Management, LLC | 1,886 | $92.0K | 0.05% | +30+1.6% | Added |
| State of Wyoming | 1,877 | $92.0K | 0.04% | +1,877 | New |
| Advocacy Wealth Management Services, LLC | 2,000 | $98.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,000 | $98.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,200 | $107.0K | 0.04% | 00.0% | Unchanged |
| Exane Derivatives | 2,290 | $111.8K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 2,560 | $125.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,768 | $135.0K | 0.00% | +700+33.8% | Added |
| Howe & Rusling Inc | 3,000 | $147.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,028 | $147.9K | 0.02% | +1,500+98.2% | Added |
| SRS Capital Advisors, Inc. | 3,140 | $153.0K | 0.02% | +51+1.7% | Added |
| CoreFirst Bank & Trust | 3,245 | $158.0K | 0.10% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3,227 | $158.0K | 0.10% | +50+1.6% | Added |
| Retirement Planning Co of New England, Inc. | 3,538 | $172.0K | 0.08% | +3,538 | New |
| Cornerstone Advisory, LLC | 3,600 | $176.0K | 0.03% | +3,600 | New |
| Huntington National Bank | 3,867 | $189.0K | 0.00% | +1,668+75.9% | Added |
| Atticus Wealth Management, LLC | 4,095 | $200.0K | 0.08% | −100−2.4% | Reduced |
| Summit X, LLC | 4,120 | $202.0K | 0.05% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 4,228 | $206.0K | 0.07% | −979−18.8% | Reduced |
| TCTC Holdings, LLC | 4,245 | $207.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,241 | $207.0K | 0.00% | +49+1.2% | Added |
| Colonial River Wealth Management, LLC | 4,249 | $208.0K | 0.11% | +4,249 | New |
| Paradigm Financial Partners, LLC | 4,300 | $210.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,353 | $213.0K | 0.00% | −5,382−55.3% | Reduced |
| Ironwood Investment Counsel, LLC | 4,500 | $219.0K | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,588 | $224.0K | 0.01% | +8+0.2% | Added |
| Anchor Investment Management, LLC | 4,646 | $226.9K | 0.03% | −115−2.4% | Reduced |
| Wesbanco Bank Inc | 4,665 | $228.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,693 | $229.0K | 0.02% | +409+9.5% | Added |
| Centric Wealth Management | 4,770 | $233.0K | 0.08% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,860 | $237.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,875 | $238.0K | 0.03% | 00.0% | Unchanged |
| NVWM, LLC | 4,890 | $239.0K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,944 | $241.0K | 0.01% | +260+5.6% | Added |
| Meridian Wealth Management, LLC | 4,952 | $242.0K | 0.03% | +4,952 | New |
| EP Wealth Advisors, LLC | 5,000 | $244.0K | 0.01% | 00.0% | Unchanged |