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, Q1 2022
Institutional positions in Alliancebernstein Holding L.P. as of Mar 31, 2022. 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
- 293
- 0 vs. Q4 2021
- Shares held
- 11.8M
- −1.44M (−10.8%) vs. Q4 2021
- Total value
- $554.5M
- −$90.4M (−14.0%) vs. Q4 2021
- New holders
- 29
- 91 more added
- Sold out
- 29
- 79 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 4,860 | $229.0K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,907 | $231.0K | 0.02% | −575−10.5% | Reduced |
| Texas Yale Capital Corp. | 4,944 | $232.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,967 | $234.0K | 0.02% | +274+5.8% | Added |
| EP Wealth Advisors, LLC | 5,000 | $235.0K | 0.01% | 00.0% | Unchanged |
| Telemus Capital, LLC | 5,000 | $235.0K | 0.02% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 5,000 | $235.0K | 0.09% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 5,000 | $235.0K | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,010 | $236.0K | 0.01% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 5,100 | $240.0K | 0.18% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 5,184 | $243.0K | 0.04% | −392−7.0% | Reduced |
| Waddell & Associates, LLC | 5,200 | $245.0K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 5,275 | $248.0K | 0.03% | +323+6.5% | Added |
| Umb Bank N A | 5,300 | $249.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 5,300 | $249.0K | 0.01% | +5,300 | New |
| Contravisory Investment Management, Inc. | 5,399 | $254.0K | 0.07% | −745−12.1% | Reduced |
| Summit Asset Management, LLC | 5,520 | $260.0K | 0.07% | +70+1.3% | Added |
| Freestone Capital Holdings, LLC | 5,667 | $266.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,733 | $270.0K | 0.02% | −889−13.4% | Reduced |
| Moody National Bank Trust Division | 5,750 | $270.0K | 0.01% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 5,802 | $273.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,831 | $274.0K | 0.03% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,850 | $275.0K | 0.08% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,000 | $282.0K | 0.02% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $282.0K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,000 | $282.0K | 0.07% | 00.0% | Unchanged |
| Community Capital Management, Inc. | – | $282.0K | 0.33% | – | – |
| TTP Investments, Inc. | 6,010 | $283.0K | 0.28% | +212+3.7% | Added |
| Resources Investment Advisors, LLC. | 6,068 | $285.0K | 0.01% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $287.0K | 0.10% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 6,122 | $288.0K | 0.02% | +185+3.1% | Added |
| CIBC Asset Management Inc | 6,141 | $289.0K | 0.00% | +1,900+44.8% | Added |
| J.W. Cole Advisors, Inc. | 6,253 | $294.0K | 0.02% | −733−10.5% | Reduced |
| Zevin Asset Management LLC | 6,530 | $307.0K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,297 | $310.0K | 0.02% | +196+2.8% | Added |
| Blair William & Co | 6,723 | $316.0K | 0.00% | −969−12.6% | Reduced |
| McIlrath & Eck, LLC | 6,764 | $318.0K | 0.09% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $329.0K | 0.24% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 7,000 | $329.0K | 0.01% | +1,000+16.7% | Added |
| Consolidated Planning Corp | 7,051 | $332.0K | 0.23% | 00.0% | Unchanged |
| David Loasby | 7,004 | $333.0K | 0.04% | −1,025−12.8% | Reduced |
| Apollon Wealth Management, LLC | 7,099 | $334.0K | 0.02% | +462+7.0% | Added |
| Independent Advisor Alliance | 7,248 | $341.0K | 0.02% | −56−0.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,349 | $346.0K | 0.03% | +1,148+18.5% | Added |
| Integrated Wealth Concepts LLC | 7,422 | $349.0K | 0.01% | +1,200+19.3% | Added |
| Ameritas Advisory Services, LLC | 7,458 | $351.0K | 0.01% | +1,415+23.4% | Added |
| Centaurus Financial, Inc. | 7,504 | $353.0K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,522 | $354.0K | 0.01% | +26+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,665 | $360.0K | 0.02% | +14+0.2% | Added |
| Dixon Hubard Feinour & Brown Inc | 7,750 | $364.0K | 0.04% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 7,857 | $369.0K | 0.02% | +39+0.5% | Added |
| Capital Asset Advisory Services LLC | 7,849 | $369.0K | 0.04% | +33+0.4% | Added |
| Keystone Financial Group | 7,969 | $375.0K | 0.06% | −110−1.4% | Reduced |
| Avantax Advisory Services, Inc. | 7,988 | $376.0K | 0.01% | −2,056−20.5% | Reduced |
| Fiduciary Group LLC | 10,415 | $384.0K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 8,200 | $385.0K | 0.00% | +8,200 | New |
| Tranquility Partners, LLC | 8,359 | $393.0K | 0.18% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,500 | $400.0K | 0.02% | −18,629−68.7% | Reduced |
| Trustcore Financial Services, LLC | 8,589 | $404.0K | 0.03% | +161+1.9% | Added |
| IPG Investment Advisors LLC | 8,595 | $404.0K | 0.08% | +1,795+26.4% | Added |
| Redhawk Wealth Advisors, Inc. | 8,621 | $405.0K | 0.11% | −1,210−12.3% | Reduced |
| Verus Capital Partners, LLC | 10,416 | $419.0K | 0.07% | +10,416 | New |
| Burns J W & Co Inc | 9,250 | $435.0K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 9,292 | $437.0K | 0.01% | +635+7.3% | Added |
| Mercer Global Advisors Inc | 9,541 | $449.0K | 0.00% | +906+10.5% | Added |
| Total Clarity Wealth Management, Inc. | 9,580 | $450.0K | 0.25% | +4,207+78.3% | Added |
| National Asset Management, Inc. | 9,580 | $451.0K | 0.01% | +798+9.1% | Added |
| Raymond James Trust N.A. | 9,643 | $453.0K | 0.01% | +1,084+12.7% | Added |
| Ancora Advisors, LLC | 9,700 | $457.0K | 0.01% | +4,600+90.2% | Added |
| Hudson Portfolio Management LLC | 9,950 | $468.0K | 0.41% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 10,000 | $470.0K | 0.34% | 00.0% | Unchanged |
| Americana Partners, LLC | 10,100 | $474.0K | 0.15% | +95+0.9% | Added |
| Mariner, LLC | 10,311 | $485.0K | 0.00% | −118−1.1% | Reduced |
| Rothschild Investment Corp | 10,550 | $496.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,688 | $503.0K | 0.00% | +1,678+18.6% | Added |
| AE Wealth Management LLC | 10,733 | $505.0K | 0.00% | −38,881−78.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 11,017 | $518.0K | 0.08% | +11,017 | New |
| JB Capital LLC | 11,121 | $523.0K | 0.05% | +1,841+19.8% | Added |
| Sowell Financial Services LLC | 14,117 | $526.0K | 0.09% | +14,117 | New |
| Flagship Harbor Advisors, LLC | 11,378 | $535.0K | 0.05% | +206+1.8% | Added |
| American Portfolios Advisors | 11,399 | $536.0K | 0.02% | +857+8.1% | Added |
| Jane Street Group, LLC | 11,520 | $542.0K | 0.00% | +11,520 | New |
| Canton Hathaway, LLC | 12,000 | $564.0K | 0.16% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 12,246 | $576.0K | 0.16% | +176+1.5% | Added |
| GoalVest Advisory LLC | 12,441 | $585.0K | 0.33% | +12,441 | New |
| Wedbush Securities Inc | 12,512 | $588.0K | 0.03% | +646+5.4% | Added |
| Strategic Wealth Advisors Group, LLC | 12,716 | $601.0K | 0.02% | +1,600+14.4% | Added |
| Advisory Services Network, LLC | 13,127 | $617.0K | 0.02% | +5,594+74.3% | Added |
| Rockefeller Capital Management L.P. | 13,387 | $629.0K | 0.00% | +6,153+85.1% | Added |
| Redmont Wealth Advisors LLC | 13,425 | $631.0K | 0.67% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 13,465 | $633.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 13,500 | $634.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,594 | $639.0K | 0.04% | +327+2.5% | Added |
| First Foundation Advisors | 13,617 | $640.0K | 0.02% | −44−0.3% | Reduced |
| Sax Wealth Advisors, LLC | 13,653 | $642.0K | 0.16% | +400+3.0% | Added |
| Sonora Investment Management Group, LLC | 13,822 | $651.0K | 0.07% | +215+1.6% | Added |
| Herold Advisors, Inc. | 14,920 | $701.5K | 0.25% | +120+0.8% | Added |
| Argent Trust Co | 15,463 | $727.0K | 0.04% | +8,466+121.0% | Added |
| Karpas Strategies, LLC | 15,894 | $747.0K | 0.24% | +419+2.7% | Added |
| Guinness Asset Management LTD | 15,901 | $748.0K | 0.03% | −2,789−14.9% | Reduced |