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 |
|---|---|---|---|---|---|
| Coastwise Capital Group, LLC | 4,993 | $208.0K | 0.25% | +4,993 | New |
| Apollon Wealth Management, LLC | 5,199 | $216.0K | 0.02% | −1,900−26.8% | Reduced |
| Waddell & Associates, LLC | 5,200 | $216.0K | 0.04% | 00.0% | Unchanged |
| Tiaa, FSB | 5,198 | $216.0K | 0.00% | +5,198 | New |
| Umb Bank N A | 5,300 | $220.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 5,300 | $220.0K | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,342 | $222.0K | 0.04% | −4,758−47.1% | Reduced |
| Summit Asset Management, LLC | 5,520 | $230.0K | 0.07% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,520 | $230.0K | 0.01% | +510+10.2% | Added |
| Guardian Wealth Advisors, LLC | 5,520 | $230.0K | 0.04% | +5,520 | New |
| We Are One Seven, LLC | 5,631 | $234.0K | 0.03% | −200−3.4% | Reduced |
| Freestone Capital Holdings, LLC | 5,667 | $236.0K | 0.01% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 5,802 | $241.0K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,000 | $249.0K | 0.02% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $249.0K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,000 | $249.0K | 0.06% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6,050 | $252.0K | 0.08% | +200+3.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $253.0K | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,075 | $253.0K | 0.03% | +1,200+24.6% | Added |
| Northwestern Mutual Wealth Management Co | 6,413 | $266.0K | 0.00% | +2,060+47.3% | Added |
| Zevin Asset Management LLC | 6,530 | $272.0K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 6,595 | $274.2K | 0.03% | +6,595 | New |
| Blair William & Co | 6,847 | $285.0K | 0.00% | +124+1.8% | Added |
| Aviance Capital Partners, LLC | 6,968 | $290.0K | 0.06% | −39,394−85.0% | Reduced |
| Davidson Trust Co | 7,000 | $291.0K | 0.26% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 7,000 | $291.0K | 0.07% | +2,000+40.0% | Added |
| Cantor Fitzgerald, L. P. | 7,000 | $291.0K | 0.01% | +7,000 | New |
| David Loasby | 6,965 | $292.0K | 0.04% | −39−0.6% | Reduced |
| Consolidated Planning Corp | 7,051 | $293.0K | 0.09% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 7,101 | $295.0K | 0.03% | −248−3.4% | Reduced |
| Commerce Bank | 7,180 | $298.0K | 0.00% | −1,020−12.4% | Reduced |
| Capital Investment Advisors, LLC | 7,256 | $302.0K | 0.01% | −2,036−21.9% | Reduced |
| McIlrath & Eck, LLC | 7,364 | $306.0K | 0.10% | +600+8.9% | Added |
| Integrated Wealth Concepts LLC | 7,449 | $310.0K | 0.01% | +27+0.4% | Added |
| Joel Isaacson & Co., LLC | 7,448 | $310.0K | 0.03% | +151+2.1% | Added |
| Centaurus Financial, Inc. | 7,504 | $312.0K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,522 | $313.0K | 0.01% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 7,566 | $315.0K | 0.03% | +1,444+23.6% | Added |
| Integrated Advisors Network LLC | 7,757 | $323.0K | 0.02% | −100−1.3% | Reduced |
| Keystone Financial Group | 7,788 | $324.0K | 0.06% | −181−2.3% | Reduced |
| Capital Asset Advisory Services LLC | 7,875 | $327.0K | 0.04% | +26+0.3% | Added |
| Independent Advisor Alliance | 8,204 | $341.0K | 0.02% | +956+13.2% | Added |
| Tranquility Partners, LLC | 8,248 | $343.0K | 0.18% | −111−1.3% | Reduced |
| Raymond James Trust N.A. | 8,363 | $348.0K | 0.01% | −1,280−13.3% | Reduced |
| Atria Wealth Solutions, Inc. | 8,542 | $355.0K | 0.01% | −10,833−55.9% | Reduced |
| Avantax Advisory Services, Inc. | 8,614 | $358.0K | 0.01% | +626+7.8% | Added |
| Redhawk Wealth Advisors, Inc. | 8,638 | $359.0K | 0.16% | +17+0.2% | Added |
| Trustcore Financial Services, LLC | 8,720 | $363.0K | 0.03% | +131+1.5% | Added |
| TTP Investments, Inc. | 8,906 | $370.0K | 0.44% | +2,896+48.2% | Added |
| Burns J W & Co Inc | 9,250 | $385.0K | 0.07% | 00.0% | Unchanged |
| Rothschild Investment Corp | 9,350 | $389.0K | 0.04% | −1,200−11.4% | Reduced |
| National Asset Management, Inc. | 9,335 | $389.0K | 0.02% | −245−2.6% | Reduced |
| IPG Investment Advisors LLC | 9,395 | $391.0K | 0.10% | +800+9.3% | Added |
| Total Clarity Wealth Management, Inc. | 9,784 | $407.0K | 0.21% | +204+2.1% | Added |
| Hudson Portfolio Management LLC | 9,950 | $414.0K | 0.43% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 10,000 | $416.0K | 0.40% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10,099 | $420.0K | 0.02% | +2,434+31.8% | Added |
| Verus Capital Partners, LLC | 9,056 | $429.0K | 0.08% | −1,360−13.1% | Reduced |
| Mercer Global Advisors Inc | 10,331 | $430.0K | 0.00% | +790+8.3% | Added |
| Private Portfolio Partners LLC | 10,638 | $442.3K | 0.12% | +10,638 | New |
| The PNC Financial Services Group, Inc. | 10,688 | $445.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 10,752 | $447.1K | 0.02% | −647−5.7% | Reduced |
| Beck Mack & Oliver LLC | 10,788 | $449.0K | 0.01% | −11,999−52.7% | Reduced |
| Fiduciary Group LLC | 10,415 | $462.0K | 0.06% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,213 | $466.0K | 0.00% | +480+4.5% | Added |
| Flagship Harbor Advisors, LLC | 11,384 | $473.0K | 0.05% | +6+0.1% | Added |
| JB Capital LLC | 11,898 | $495.0K | 0.05% | +777+7.0% | Added |
| Ancora Advisors, LLC | 11,950 | $497.0K | 0.01% | +2,250+23.2% | Added |
| Canton Hathaway, LLC | 12,000 | $499.0K | 0.17% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 12,381 | $515.0K | 0.17% | +135+1.1% | Added |
| US Bancorp | 12,419 | $517.0K | 0.00% | −1,081−8.0% | Reduced |
| Wedbush Securities Inc | 12,718 | $529.0K | 0.03% | +206+1.6% | Added |
| Guinness Asset Management LTD | 12,848 | $534.0K | 0.02% | −3,053−19.2% | Reduced |
| Sonora Investment Management Group, LLC | 13,347 | $555.0K | 0.05% | −475−3.4% | Reduced |
| Redmont Wealth Advisors LLC | 13,425 | $558.0K | 0.68% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 13,465 | $560.0K | 0.02% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 13,514 | $561.0K | 0.06% | +13,514 | New |
| Rockefeller Capital Management L.P. | 13,588 | $565.0K | 0.00% | +201+1.5% | Added |
| Sax Wealth Advisors, LLC | 13,903 | $578.0K | 0.15% | +250+1.8% | Added |
| Strategic Wealth Advisors Group, LLC | 13,916 | $581.0K | 0.02% | +1,200+9.4% | Added |
| Advisory Services Network, LLC | 14,421 | $600.0K | 0.02% | +1,294+9.9% | Added |
| Belpointe Asset Management LLC | 14,691 | $610.0K | 0.04% | +1,097+8.1% | Added |
| Herold Advisors, Inc. | 14,920 | $620.0K | 0.28% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 15,002 | $624.0K | 0.04% | +7,544+101.2% | Added |
| Sowell Financial Services LLC | 15,297 | $636.0K | 0.06% | +1,180+8.4% | Added |
| Infrastructure Capital Advisors, LLC | 15,607 | $649.0K | 0.13% | +4,590+41.7% | Added |
| Karpas Strategies, LLC | 16,217 | $674.0K | 0.24% | +323+2.0% | Added |
| Nadler Financial Group, Inc. | 16,239 | $675.0K | 0.12% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 16,385 | $681.0K | 0.05% | −2,000−10.9% | Reduced |
| Johnson Investment Counsel Inc | 16,574 | $689.0K | 0.01% | −562−3.3% | Reduced |
| Beach Investment Counsel Inc | 16,740 | $696.0K | 0.09% | −2,450−12.8% | Reduced |
| Neuberger Berman Group LLC | 17,259 | $718.0K | 0.00% | −452−2.6% | Reduced |
| Birinyi Associates Inc | 17,600 | $732.0K | 0.33% | −200−1.1% | Reduced |
| Baldwin Brothers Inc | 17,900 | $744.0K | 0.10% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 18,160 | $755.0K | 0.05% | −342−1.8% | Reduced |
| Truist Financial Corp | 19,119 | $795.0K | 0.00% | +784+4.3% | Added |
| Resources Management Corp | 19,875 | $826.0K | 0.13% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 21,000 | $873.0K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 21,221 | $882.0K | 0.01% | +445+2.1% | Added |
| First Foundation Advisors | 21,369 | $889.0K | 0.04% | +7,752+56.9% | Added |