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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 13,588 | $565.0K | 0.00% | +201+1.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 13,514 | $561.0K | 0.06% | +13,514 | New |
| Ziegler Capital Management, LLC | 13,465 | $560.0K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 13,425 | $558.0K | 0.68% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 13,347 | $555.0K | 0.05% | −475−3.4% | Reduced |
| Guinness Asset Management LTD | 12,848 | $534.0K | 0.02% | −3,053−19.2% | Reduced |
| Wedbush Securities Inc | 12,718 | $529.0K | 0.03% | +206+1.6% | Added |
| US Bancorp | 12,419 | $517.0K | 0.00% | −1,081−8.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 12,381 | $515.0K | 0.17% | +135+1.1% | Added |
| Canton Hathaway, LLC | 12,000 | $499.0K | 0.17% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 11,950 | $497.0K | 0.01% | +2,250+23.2% | Added |
| JB Capital LLC | 11,898 | $495.0K | 0.05% | +777+7.0% | Added |
| Flagship Harbor Advisors, LLC | 11,384 | $473.0K | 0.05% | +6+0.1% | Added |
| AE Wealth Management LLC | 11,213 | $466.0K | 0.00% | +480+4.5% | Added |
| Fiduciary Group LLC | 10,415 | $462.0K | 0.06% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 10,788 | $449.0K | 0.01% | −11,999−52.7% | Reduced |
| American Portfolios Advisors | 10,752 | $447.1K | 0.02% | −647−5.7% | Reduced |
| The PNC Financial Services Group, Inc. | 10,688 | $445.0K | 0.00% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 10,638 | $442.3K | 0.12% | +10,638 | New |
| Mercer Global Advisors Inc | 10,331 | $430.0K | 0.00% | +790+8.3% | Added |
| Verus Capital Partners, LLC | 9,056 | $429.0K | 0.08% | −1,360−13.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10,099 | $420.0K | 0.02% | +2,434+31.8% | Added |
| Merrion Investment Management Co, LLC | 10,000 | $416.0K | 0.40% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 9,950 | $414.0K | 0.43% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 9,784 | $407.0K | 0.21% | +204+2.1% | Added |
| IPG Investment Advisors LLC | 9,395 | $391.0K | 0.10% | +800+9.3% | Added |
| 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 |
| Burns J W & Co Inc | 9,250 | $385.0K | 0.07% | 00.0% | Unchanged |
| TTP Investments, Inc. | 8,906 | $370.0K | 0.44% | +2,896+48.2% | Added |
| Trustcore Financial Services, LLC | 8,720 | $363.0K | 0.03% | +131+1.5% | Added |
| Redhawk Wealth Advisors, Inc. | 8,638 | $359.0K | 0.16% | +17+0.2% | Added |
| Avantax Advisory Services, Inc. | 8,614 | $358.0K | 0.01% | +626+7.8% | Added |
| Atria Wealth Solutions, Inc. | 8,542 | $355.0K | 0.01% | −10,833−55.9% | Reduced |
| Raymond James Trust N.A. | 8,363 | $348.0K | 0.01% | −1,280−13.3% | Reduced |
| Tranquility Partners, LLC | 8,248 | $343.0K | 0.18% | −111−1.3% | Reduced |
| Independent Advisor Alliance | 8,204 | $341.0K | 0.02% | +956+13.2% | Added |
| Capital Asset Advisory Services LLC | 7,875 | $327.0K | 0.04% | +26+0.3% | Added |
| Keystone Financial Group | 7,788 | $324.0K | 0.06% | −181−2.3% | Reduced |
| Integrated Advisors Network LLC | 7,757 | $323.0K | 0.02% | −100−1.3% | Reduced |
| B. Riley Wealth Management, Inc. | 7,566 | $315.0K | 0.03% | +1,444+23.6% | Added |
| Equitable Holdings, Inc. | 7,522 | $313.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 7,504 | $312.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| McIlrath & Eck, LLC | 7,364 | $306.0K | 0.10% | +600+8.9% | Added |
| Capital Investment Advisors, LLC | 7,256 | $302.0K | 0.01% | −2,036−21.9% | Reduced |
| Commerce Bank | 7,180 | $298.0K | 0.00% | −1,020−12.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,101 | $295.0K | 0.03% | −248−3.4% | Reduced |
| Consolidated Planning Corp | 7,051 | $293.0K | 0.09% | 00.0% | Unchanged |
| David Loasby | 6,965 | $292.0K | 0.04% | −39−0.6% | 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 |
| Aviance Capital Partners, LLC | 6,968 | $290.0K | 0.06% | −39,394−85.0% | Reduced |
| Blair William & Co | 6,847 | $285.0K | 0.00% | +124+1.8% | Added |
| Independent Financial Group, LLC | 6,595 | $274.2K | 0.03% | +6,595 | New |
| Zevin Asset Management LLC | 6,530 | $272.0K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,413 | $266.0K | 0.00% | +2,060+47.3% | 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 |
| Roberts Glore & Co Inc | 6,050 | $252.0K | 0.08% | +200+3.4% | Added |
| 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 |
| ARGI Investment Services, LLC | 5,802 | $241.0K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,667 | $236.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,631 | $234.0K | 0.03% | −200−3.4% | 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 |
| Americana Partners, LLC | 5,342 | $222.0K | 0.04% | −4,758−47.1% | Reduced |
| 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 |
| 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 |
| 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 |
| Coastwise Capital Group, LLC | 4,993 | $208.0K | 0.25% | +4,993 | New |
| Texas Yale Capital Corp. | 4,944 | $206.0K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,925 | $205.0K | 0.02% | +18+0.4% | Added |
| Beacon Investment Advisory Services, Inc. | 4,860 | $202.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,809 | $200.0K | 0.02% | −158−3.2% | Reduced |
| Atticus Wealth Management, LLC | 4,473 | $186.0K | 0.08% | +28+0.6% | Added |
| TCTC Holdings, LLC | 4,245 | $177.0K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,000 | $176.0K | 0.17% | +4,000 | New |
| Duncker Streett & Co Inc | 4,050 | $168.0K | 0.04% | −133−3.2% | Reduced |
| Anchor Investment Management, LLC | 4,014 | $166.9K | 0.02% | 00.0% | Unchanged |
| 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 |
| Geneos Wealth Management Inc. | 3,900 | $164.0K | 0.01% | −177−4.3% | Reduced |
| IFP Advisors, Inc | 5,241 | $150.0K | 0.01% | −1,653−24.0% | Reduced |
| Captrust Financial Advisors | 3,467 | $144.0K | 0.00% | +1,399+67.6% | Added |
| Clearview Wealth Advisors LLC | 3,389 | $141.0K | 0.11% | +71+2.1% | Added |
| Washington Trust Co | 3,337 | $139.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 3,312 | $138.0K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,245 | $135.0K | 0.11% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,160 | $131.0K | 0.04% | 00.0% | Unchanged |