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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 13,594 | $639.0K | 0.04% | +327+2.5% | Added |
| US Bancorp | 13,500 | $634.0K | 0.00% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 13,465 | $633.0K | 0.03% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 13,425 | $631.0K | 0.67% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 13,387 | $629.0K | 0.00% | +6,153+85.1% | Added |
| Advisory Services Network, LLC | 13,127 | $617.0K | 0.02% | +5,594+74.3% | Added |
| Strategic Wealth Advisors Group, LLC | 12,716 | $601.0K | 0.02% | +1,600+14.4% | Added |
| Wedbush Securities Inc | 12,512 | $588.0K | 0.03% | +646+5.4% | Added |
| GoalVest Advisory LLC | 12,441 | $585.0K | 0.33% | +12,441 | New |
| Shulman DeMeo Asset Management LLC | 12,246 | $576.0K | 0.16% | +176+1.5% | Added |
| Canton Hathaway, LLC | 12,000 | $564.0K | 0.16% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,520 | $542.0K | 0.00% | +11,520 | New |
| American Portfolios Advisors | 11,399 | $536.0K | 0.02% | +857+8.1% | Added |
| Flagship Harbor Advisors, LLC | 11,378 | $535.0K | 0.05% | +206+1.8% | Added |
| Sowell Financial Services LLC | 14,117 | $526.0K | 0.09% | +14,117 | New |
| JB Capital LLC | 11,121 | $523.0K | 0.05% | +1,841+19.8% | Added |
| Infrastructure Capital Advisors, LLC | 11,017 | $518.0K | 0.08% | +11,017 | New |
| AE Wealth Management LLC | 10,733 | $505.0K | 0.00% | −38,881−78.4% | Reduced |
| The PNC Financial Services Group, Inc. | 10,688 | $503.0K | 0.00% | +1,678+18.6% | Added |
| Rothschild Investment Corp | 10,550 | $496.0K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 10,311 | $485.0K | 0.00% | −118−1.1% | Reduced |
| Americana Partners, LLC | 10,100 | $474.0K | 0.15% | +95+0.9% | Added |
| Merrion Investment Management Co, LLC | 10,000 | $470.0K | 0.34% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 9,950 | $468.0K | 0.41% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9,700 | $457.0K | 0.01% | +4,600+90.2% | Added |
| Raymond James Trust N.A. | 9,643 | $453.0K | 0.01% | +1,084+12.7% | Added |
| National Asset Management, Inc. | 9,580 | $451.0K | 0.01% | +798+9.1% | Added |
| Total Clarity Wealth Management, Inc. | 9,580 | $450.0K | 0.25% | +4,207+78.3% | Added |
| Mercer Global Advisors Inc | 9,541 | $449.0K | 0.00% | +906+10.5% | Added |
| Capital Investment Advisors, LLC | 9,292 | $437.0K | 0.01% | +635+7.3% | Added |
| Burns J W & Co Inc | 9,250 | $435.0K | 0.07% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 10,416 | $419.0K | 0.07% | +10,416 | New |
| Redhawk Wealth Advisors, Inc. | 8,621 | $405.0K | 0.11% | −1,210−12.3% | 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 |
| Jump Financial, LLC | 8,500 | $400.0K | 0.02% | −18,629−68.7% | Reduced |
| Tranquility Partners, LLC | 8,359 | $393.0K | 0.18% | 00.0% | Unchanged |
| Commerce Bank | 8,200 | $385.0K | 0.00% | +8,200 | New |
| Fiduciary Group LLC | 10,415 | $384.0K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,988 | $376.0K | 0.01% | −2,056−20.5% | Reduced |
| Keystone Financial Group | 7,969 | $375.0K | 0.06% | −110−1.4% | Reduced |
| 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 |
| Dixon Hubard Feinour & Brown Inc | 7,750 | $364.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,665 | $360.0K | 0.02% | +14+0.2% | Added |
| Equitable Holdings, Inc. | 7,522 | $354.0K | 0.01% | +26+0.3% | Added |
| Centaurus Financial, Inc. | 7,504 | $353.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,458 | $351.0K | 0.01% | +1,415+23.4% | Added |
| Integrated Wealth Concepts LLC | 7,422 | $349.0K | 0.01% | +1,200+19.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,349 | $346.0K | 0.03% | +1,148+18.5% | Added |
| Independent Advisor Alliance | 7,248 | $341.0K | 0.02% | −56−0.8% | Reduced |
| Apollon Wealth Management, LLC | 7,099 | $334.0K | 0.02% | +462+7.0% | Added |
| David Loasby | 7,004 | $333.0K | 0.04% | −1,025−12.8% | Reduced |
| Consolidated Planning Corp | 7,051 | $332.0K | 0.23% | 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 |
| McIlrath & Eck, LLC | 6,764 | $318.0K | 0.09% | 00.0% | Unchanged |
| Blair William & Co | 6,723 | $316.0K | 0.00% | −969−12.6% | Reduced |
| Joel Isaacson & Co., LLC | 7,297 | $310.0K | 0.02% | +196+2.8% | Added |
| Zevin Asset Management LLC | 6,530 | $307.0K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,253 | $294.0K | 0.02% | −733−10.5% | Reduced |
| CIBC Asset Management Inc | 6,141 | $289.0K | 0.00% | +1,900+44.8% | Added |
| B. Riley Wealth Management, Inc. | 6,122 | $288.0K | 0.02% | +185+3.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $287.0K | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,068 | $285.0K | 0.01% | 00.0% | Unchanged |
| TTP Investments, Inc. | 6,010 | $283.0K | 0.28% | +212+3.7% | Added |
| 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% | – | – |
| Roberts Glore & Co Inc | 5,850 | $275.0K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,831 | $274.0K | 0.03% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 5,802 | $273.0K | 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 |
| Freestone Capital Holdings, LLC | 5,667 | $266.0K | 0.01% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,520 | $260.0K | 0.07% | +70+1.3% | Added |
| Contravisory Investment Management, Inc. | 5,399 | $254.0K | 0.07% | −745−12.1% | Reduced |
| 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 |
| Meridian Wealth Management, LLC | 5,275 | $248.0K | 0.03% | +323+6.5% | Added |
| Waddell & Associates, LLC | 5,200 | $245.0K | 0.04% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 5,184 | $243.0K | 0.04% | −392−7.0% | Reduced |
| Clark Financial Services Group Inc | 5,100 | $240.0K | 0.18% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,010 | $236.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Cornerstone Wealth Management, LLC | 4,967 | $234.0K | 0.02% | +274+5.8% | Added |
| Texas Yale Capital Corp. | 4,944 | $232.0K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,907 | $231.0K | 0.02% | −575−10.5% | Reduced |
| SeaCrest Wealth Management, LLC | 4,875 | $229.0K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,860 | $229.0K | 0.01% | 00.0% | Unchanged |
| Centric Wealth Management | 4,770 | $224.0K | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,695 | $221.0K | 0.00% | −186,841−97.5% | Reduced |
| Wesbanco Bank Inc | 4,665 | $219.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,540 | $213.0K | 0.01% | +4,540 | New |
| Ironwood Investment Counsel, LLC | 4,500 | $211.0K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,445 | $209.0K | 0.08% | +350+8.5% | Added |