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, Q2 2022
Institutional positions in Alliancebernstein Holding L.P. as of Jun 30, 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
- 278
- −13 vs. Q1 2022
- Shares held
- 11.2M
- −642.5K (−5.4%) vs. Q1 2022
- Total value
- $463.8M
- −$90.1M (−16.3%) vs. Q1 2022
- New holders
- 25
- 88 more added
- Sold out
- 38
- 73 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q1 2022.
| 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% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 8 | $334 | 0.31% | 00.0% | Unchanged |
| Exane Derivatives | 30 | $1.25K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 38 | $1.58K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 83 | $3.00K | 0.00% | +83 | New |
| Sandy Spring Bank | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $4.16K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 114 | $5.00K | 0.01% | +3+2.7% | Added |
| Credit Suisse AG | 125 | $5.00K | 0.00% | +125 | New |
| Newton One Investments LLC | 153 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 140 | $6.00K | 0.00% | +140 | New |
| Federation des caisses Desjardins du Quebec | 155 | $6.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 159 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 195 | $8.00K | 0.00% | −1,087−84.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 210 | $9.00K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 239 | $10.0K | 0.00% | −1,646−87.3% | Reduced |
| BerganKDV Wealth Management, LLC | 240 | $10.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 229 | $10.0K | 0.00% | +134+141.1% | Added |
| Kozak & Associates, Inc. | 259 | $11.0K | 0.01% | +12+4.9% | Added |
| Pinnacle Bancorp, Inc. | 338 | $14.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 335 | $14.0K | 0.00% | +7+2.1% | Added |
| Clearstead Advisors, LLC | 394 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 400 | $17.0K | 0.01% | −1,100−73.3% | Reduced |
| Peoples Financial Services Corp. | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 400 | $17.0K | 0.01% | +400 | New |
| Prospera Financial Services Inc | 489 | $20.0K | 0.00% | −500−50.6% | Reduced |
| AlphaMark Advisors, LLC | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 500 | $21.0K | 0.00% | +500 | New |
| Avion Wealth | 500 | $21.0K | 0.01% | +500 | New |
| Smithfield Trust Co | 600 | $25.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 600 | $25.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 658 | $28.0K | 0.02% | −11,783−94.7% | Reduced |
| AllSquare Wealth Management LLC | 676 | $28.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 700 | $29.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 700 | $29.0K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 700 | $29.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 702 | $29.0K | 0.00% | +702 | New |
| Truvestments Capital LLC | 735 | $31.0K | 0.02% | +735 | New |
| Oliver Lagore Vanvalin Investment Group | 750 | $31.0K | 0.02% | +750 | New |
| Allworth Financial LP | 800 | $33.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 800 | $33.0K | 0.00% | +800 | New |
| GHP Investment Advisors, Inc. | 903 | $38.0K | 0.00% | +18+2.0% | Added |
| First Horizon Advisors, Inc. | 919 | $38.0K | 0.00% | +19+2.1% | Added |
| Fairfield Financial Advisors, LTD | 950 | $39.5K | 0.02% | +19+2.0% | Added |
| Venture Visionary Partners LLC | 950 | $39.5K | 0.00% | +950 | New |
| Fifth Third Bancorp | 1,000 | $42.0K | 0.00% | −150−13.0% | Reduced |
| Central Trust Co | 1,000 | $42.0K | 0.00% | – | – |
| City Holding Co | 1,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,068 | $44.0K | 0.01% | +23+2.2% | Added |
| CWM, LLC | 1,131 | $47.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,172 | $48.0K | 0.00% | +1,011+628.0% | Added |
| Optimum Investment Advisors | 1,200 | $50.0K | 0.03% | −1,000−45.5% | Reduced |
| MV Capital Management, Inc. | 1,200 | $50.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,269 | $53.0K | 0.00% | +1,067+528.2% | Added |
| Spire Wealth Management | 1,405 | $58.0K | 0.00% | −100−6.6% | Reduced |
| Godsey & Gibb Associates | 1,400 | $58.0K | 0.03% | +1,400 | New |
| Sawyer & Company, Inc | 1,410 | $59.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,500 | $62.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,496 | $62.2K | 0.00% | −67,603−97.8% | Reduced |
| Cutler Group LP | 1,605 | $66.0K | 0.01% | +200+14.2% | Added |
| Operose Advisors LLC | 1,700 | $71.0K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,904 | $79.0K | 0.09% | +15+0.8% | Added |
| North Star Investment Management Corp. | 1,889 | $79.0K | 0.01% | +40+2.2% | Added |
| Beacon Capital Management, LLC | 1,689 | $79.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,959 | $81.0K | 0.01% | +1,959 | New |
| Advocacy Wealth Management Services, LLC | 2,000 | $83.0K | 0.01% | −82−3.9% | Reduced |
| Zions Bancorporation, N.A. | 2,000 | $83.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,250 | $94.0K | 0.06% | +500+28.6% | Added |
| Proequities, Inc. | 2,342 | $97.0K | 0.01% | +971+70.8% | Added |
| Huntington National Bank | 3,001 | $125.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,000 | $125.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,028 | $125.9K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,160 | $131.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,245 | $135.0K | 0.11% | 00.0% | Unchanged |
| NVWM, LLC | 3,312 | $138.0K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 3,337 | $139.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3,389 | $141.0K | 0.11% | +71+2.1% | Added |
| Captrust Financial Advisors | 3,467 | $144.0K | 0.00% | +1,399+67.6% | Added |
| IFP Advisors, Inc | 5,241 | $150.0K | 0.01% | −1,653−24.0% | Reduced |
| Geneos Wealth Management Inc. | 3,900 | $164.0K | 0.01% | −177−4.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,004 | $166.0K | 0.00% | +194+5.1% | Added |
| Cary Street Partner Investment Advisory LLC | 4,000 | $166.0K | 0.01% | +4,000 | New |
| Anchor Investment Management, LLC | 4,014 | $166.9K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,050 | $168.0K | 0.04% | −133−3.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,000 | $176.0K | 0.17% | +4,000 | New |
| TCTC Holdings, LLC | 4,245 | $177.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,473 | $186.0K | 0.08% | +28+0.6% | Added |
| Cornerstone Wealth Management, LLC | 4,809 | $200.0K | 0.02% | −158−3.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,860 | $202.0K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,925 | $205.0K | 0.02% | +18+0.4% | Added |
| Texas Yale Capital Corp. | 4,944 | $206.0K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,000 | $208.0K | 0.00% | 00.0% | Unchanged |
| Telemus Capital, LLC | 5,000 | $208.0K | 0.02% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 5,000 | $208.0K | 0.10% | 00.0% | Unchanged |