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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 4,944 | $241.0K | 0.01% | +260+5.6% | Added |
| NVWM, LLC | 4,890 | $239.0K | 0.07% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,875 | $238.0K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,860 | $237.0K | 0.01% | 00.0% | Unchanged |
| Centric Wealth Management | 4,770 | $233.0K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,693 | $229.0K | 0.02% | +409+9.5% | Added |
| Wesbanco Bank Inc | 4,665 | $228.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,646 | $226.9K | 0.03% | −115−2.4% | Reduced |
| Sigma Planning Corp | 4,588 | $224.0K | 0.01% | +8+0.2% | Added |
| Ironwood Investment Counsel, LLC | 4,500 | $219.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,353 | $213.0K | 0.00% | −5,382−55.3% | Reduced |
| Paradigm Financial Partners, LLC | 4,300 | $210.0K | 0.04% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,249 | $208.0K | 0.11% | +4,249 | New |
| 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 |
| Claraphi Advisory Network, LLC | 4,228 | $206.0K | 0.07% | −979−18.8% | Reduced |
| Summit X, LLC | 4,120 | $202.0K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,095 | $200.0K | 0.08% | −100−2.4% | Reduced |
| Huntington National Bank | 3,867 | $189.0K | 0.00% | +1,668+75.9% | Added |
| Cornerstone Advisory, LLC | 3,600 | $176.0K | 0.03% | +3,600 | New |
| Retirement Planning Co of New England, Inc. | 3,538 | $172.0K | 0.08% | +3,538 | New |
| 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 |
| SRS Capital Advisors, Inc. | 3,140 | $153.0K | 0.02% | +51+1.7% | Added |
| Caldwell Trust Co | 3,028 | $147.9K | 0.02% | +1,500+98.2% | Added |
| Howe & Rusling Inc | 3,000 | $147.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,768 | $135.0K | 0.00% | +700+33.8% | Added |
| Proequities, Inc. | 2,560 | $125.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 2,290 | $111.8K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,200 | $107.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Guardian Wealth Management, Inc. | 1,862 | $91.0K | 0.09% | +1,862 | New |
| 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 |
| Sittner & Nelson, LLC | 1,750 | $85.0K | 0.05% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,700 | $83.0K | 0.07% | +1,700 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,651 | $81.0K | 0.01% | +801+94.2% | Added |
| 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 |
| Oakworth Capital, Inc. | 1,500 | $73.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,427 | $70.0K | 0.00% | −500−25.9% | Reduced |
| Sawyer & Company, Inc | 1,410 | $69.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,240 | $61.0K | 0.00% | +1,240 | New |
| MV Capital Management, Inc. | 1,200 | $59.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,172 | $57.0K | 0.00% | −3,259−73.5% | Reduced |
| Fifth Third Bancorp | 1,150 | $56.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,131 | $55.0K | 0.00% | +1,131 | New |
| GPS Wealth Strategies Group, LLC | 1,016 | $50.0K | 0.01% | +16+1.6% | Added |
| HM Payson & Co | 1,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | – | $49.0K | 0.00% | – | New |
| City Holding Co | 1,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 930 | $45.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 900 | $44.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| AllSquare Wealth Management LLC | 676 | $33.0K | 0.02% | +676 | New |
| Smithfield Trust Co | 600 | $29.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 600 | $29.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 504 | $25.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 485 | $24.0K | 0.00% | +7+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 470 | $23.0K | 0.00% | −1,000−68.0% | Reduced |
| 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 |
| Clearstead Advisors, LLC | 394 | $19.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 319 | $16.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 310 | $15.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 310 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 259 | $13.0K | 0.00% | +259 | New |
| BerganKDV Wealth Management, LLC | 240 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| TD Waterhouse Canada Inc. | 165 | $7.95K | 0.00% | +165 | New |
| Newton One Investments LLC | 153 | $7.00K | 0.00% | −153−50.0% | Reduced |
| Koshinski Asset Management, Inc. | 130 | $6.35K | 0.00% | −247−65.5% | Reduced |
| Rise Advisors, LLC | 108 | $5.28K | 0.01% | +108 | New |
| Sound Income Strategies, LLC | 101 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Glen Eagle Advisors, LLC | 100 | $4.88K | 0.00% | −650−86.7% | Reduced |
| Allworth Financial LP | 74 | $4.00K | 0.00% | +74 | New |
| Cedar Mountain Advisors, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| 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 |
| GQG Partners LLC | 0 | $0 | 0.00% | −42,585−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −33,335−100.0% | Sold out |