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 |
|---|---|---|---|---|---|
| Karpas Strategies, LLC | 15,475 | $756.0K | 0.24% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 14,800 | $722.0K | 0.28% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 13,900 | $679.0K | 0.07% | 00.0% | Unchanged |
| First Foundation Advisors | 13,661 | $667.0K | 0.02% | −89−0.6% | Reduced |
| Sonora Investment Management Group, LLC | 13,607 | $665.0K | 0.08% | +13,607 | New |
| US Bancorp | 13,500 | $659.0K | 0.00% | −350−2.5% | Reduced |
| Ziegler Capital Management, LLC | 13,465 | $658.0K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 13,425 | $656.0K | 0.73% | +13,425 | New |
| Belpointe Asset Management LLC | 13,267 | $648.0K | 0.04% | −2,690−16.9% | Reduced |
| Sax Wealth Advisors, LLC | 13,253 | $647.0K | 0.13% | +325+2.5% | Added |
| Creative Planning | 13,148 | $642.0K | 0.00% | +2,784+26.9% | Added |
| Shulman DeMeo Asset Management LLC | 12,070 | $589.0K | 0.15% | +12,070 | New |
| Canton Hathaway, LLC | 12,000 | $586.0K | 0.16% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,866 | $580.0K | 0.02% | −1,111−8.6% | Reduced |
| Western Wealth Management, LLC | 11,288 | $554.0K | 0.05% | +11,288 | New |
| Flagship Harbor Advisors, LLC | 11,172 | $546.0K | 0.05% | +225+2.1% | Added |
| Strategic Wealth Advisors Group, LLC | 11,116 | $542.0K | 0.03% | −1,700−13.3% | Reduced |
| Delphi Management Inc | 10,597 | $518.0K | 0.49% | −250−2.3% | Reduced |
| Rothschild Investment Corp | 10,550 | $515.0K | 0.04% | +416+4.1% | Added |
| American Portfolios Advisors | 10,542 | $514.9K | 0.02% | +70+0.7% | Added |
| Fiduciary Group LLC | 10,415 | $509.0K | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 10,429 | $509.0K | 0.00% | +336+3.3% | Added |
| Avantax Advisory Services, Inc. | 10,044 | $491.0K | 0.01% | −6,329−38.7% | Reduced |
| Americana Partners, LLC | 10,005 | $488.0K | 0.09% | −87−0.9% | Reduced |
| Merrion Investment Management Co, LLC | 10,000 | $488.0K | 0.36% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 9,950 | $485.0K | 0.43% | −1,800−15.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,831 | $480.0K | 0.12% | +275+2.9% | Added |
| Northern Trust Corp | 9,420 | $460.0K | 0.00% | +9,420 | New |
| JB Capital LLC | 9,280 | $453.2K | 0.05% | +9,280 | New |
| Burns J W & Co Inc | 9,250 | $452.0K | 0.07% | −3,000−24.5% | Reduced |
| The PNC Financial Services Group, Inc. | 9,010 | $441.0K | 0.00% | −23,650−72.4% | Reduced |
| National Asset Management, Inc. | 8,782 | $429.0K | 0.01% | +436+5.2% | Added |
| Capital Investment Advisors, LLC | 8,657 | $423.0K | 0.01% | +69+0.8% | Added |
| Mercer Global Advisors Inc | 8,635 | $422.0K | 0.00% | −9,106−51.3% | Reduced |
| Raymond James Trust N.A. | 8,559 | $418.0K | 0.01% | +196+2.3% | Added |
| Trustcore Financial Services, LLC | 8,428 | $412.0K | 0.05% | +1,235+17.2% | Added |
| Tranquility Partners, LLC | 8,359 | $408.0K | 0.19% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,278 | $404.3K | 0.00% | +1,867+29.1% | Added |
| Keystone Financial Group | 8,079 | $395.0K | 0.06% | −1,672−17.1% | Reduced |
| Old North State Trust, LLC | 8,035 | $392.0K | 0.28% | 00.0% | Unchanged |
| David Loasby | 8,029 | $392.0K | 0.05% | +251+3.2% | Added |
| Origin Asset Management LLP | 7,876 | $384.0K | 0.09% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 7,818 | $382.0K | 0.02% | −100−1.3% | Reduced |
| Capital Asset Advisory Services LLC | 7,816 | $382.0K | 0.04% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 7,750 | $379.0K | 0.04% | +1,800+30.3% | Added |
| Blair William & Co | 7,692 | $376.0K | 0.00% | +2,016+35.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,651 | $374.0K | 0.02% | +134+1.8% | Added |
| Advisory Services Network, LLC | 7,533 | $368.0K | 0.01% | +7,533 | New |
| Centaurus Financial, Inc. | 7,504 | $366.0K | 0.03% | −1,960−20.7% | Reduced |
| Equitable Holdings, Inc. | 7,496 | $366.0K | 0.01% | −660−8.1% | Reduced |
| Independent Advisor Alliance | 7,304 | $357.0K | 0.02% | +1,536+26.6% | Added |
| Rockefeller Capital Management L.P. | 7,234 | $353.0K | 0.00% | +4+0.1% | Added |
| Duncker Streett & Co Inc | 7,100 | $347.0K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,101 | $347.0K | 0.02% | +1,637+30.0% | Added |
| Consolidated Planning Corp | 7,051 | $344.0K | 0.22% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $342.0K | 0.23% | 00.0% | Unchanged |
| Argent Trust Co | 6,997 | $342.0K | 0.02% | +6,997 | New |
| J.W. Cole Advisors, Inc. | 6,986 | $341.0K | 0.02% | +338+5.1% | Added |
| Group One Trading, L.P. | 6,913 | $338.0K | 0.01% | +6,913 | New |
| Sunbelt Securities, Inc. | 7,000 | $336.0K | 0.05% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 6,800 | $333.0K | 0.06% | +1,140+20.1% | Added |
| McIlrath & Eck, LLC | 6,764 | $330.0K | 0.09% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,637 | $324.0K | 0.03% | +6,637 | New |
| Financial Advocates Investment Management | 6,622 | $323.0K | 0.02% | −11−0.2% | Reduced |
| Zevin Asset Management LLC | 6,530 | $319.0K | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 6,528 | $319.0K | 0.00% | +819+14.3% | Added |
| Integrated Wealth Concepts LLC | 6,222 | $304.0K | 0.01% | +6,222 | New |
| Sheaff Brock Investment Advisors, LLC | 6,201 | $303.0K | 0.03% | +100+1.6% | Added |
| Contravisory Investment Management, Inc. | 6,144 | $300.0K | 0.08% | +640+11.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $298.0K | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,068 | $296.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,043 | $295.0K | 0.01% | +6,043 | New |
| Parsons Capital Management Inc | 6,000 | $293.0K | 0.02% | −900−13.0% | Reduced |
| Baker Ellis Asset Management LLC | 6,000 | $293.0K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,000 | $293.0K | 0.07% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 6,000 | $293.0K | 0.02% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 6,000 | $293.0K | 0.31% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 5,937 | $290.0K | 0.02% | +74+1.3% | Added |
| Roberts Glore & Co Inc | 5,850 | $286.0K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,831 | $285.0K | 0.03% | −600−9.3% | Reduced |
| ARGI Investment Services, LLC | 5,802 | $283.0K | 0.01% | +767+15.2% | Added |
| TTP Investments, Inc. | 5,798 | $283.0K | 0.21% | +5,798 | New |
| Moody National Bank Trust Division | 5,750 | $281.0K | 0.01% | −30,850−84.3% | Reduced |
| Freestone Capital Holdings, LLC | 5,667 | $277.0K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,482 | $276.0K | 0.02% | +16+0.3% | Added |
| V Wealth Advisors LLC | 5,576 | $273.0K | 0.04% | −1,023−15.5% | Reduced |
| Summit Asset Management, LLC | 5,450 | $266.0K | 0.08% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,388 | $263.0K | 0.01% | +140+2.7% | Added |
| Total Clarity Wealth Management, Inc. | 5,373 | $262.0K | 0.12% | +2,866+114.3% | Added |
| Umb Bank N A | 5,300 | $259.0K | 0.00% | +1,000+23.3% | Added |
| Washington Trust Co | 5,267 | $257.0K | 0.01% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 5,200 | $254.0K | 0.04% | +5,200 | New |
| Clark Financial Services Group Inc | 5,100 | $249.0K | 0.17% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,100 | $249.0K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,010 | $245.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,000 | $244.0K | 0.01% | 00.0% | Unchanged |
| Telemus Capital, LLC | 5,000 | $244.0K | 0.02% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 5,000 | $244.0K | 0.10% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 5,000 | $244.0K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 4,952 | $242.0K | 0.03% | +4,952 | New |