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, Q3 2022
Institutional positions in Alliancebernstein Holding L.P. as of Sep 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
- 266
- −9 vs. Q2 2022
- Shares held
- 11.5M
- +352.6K (+3.2%) vs. Q2 2022
- Total value
- $403.1M
- −$60.1M (−13.0%) vs. Q2 2022
- New holders
- 35
- 87 more added
- Sold out
- 44
- 60 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q2 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 |
| Sound Income Strategies, LLC | 18 | $1.00K | 0.00% | −101−84.9% | Reduced |
| WR Wealth Planners, LLC | 38 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $3.00K | 0.00% | +75 | New |
| Glen Eagle Advisors, LLC | 100 | $3.51K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 116 | $4.00K | 0.00% | +2+1.8% | Added |
| Sandy Spring Bank | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 100 | $4.00K | 0.01% | +100 | New |
| Gradient Investments LLC | 103 | $4.00K | 0.00% | +103 | New |
| Ronald Blue Trust, Inc. | 102 | $4.00K | 0.00% | +102 | New |
| Newton One Investments LLC | 153 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 155 | $5.43K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 159 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 181 | $6.00K | 0.00% | +98+118.1% | Added |
| Wipfli Financial Advisors LLC, | 175 | $6.00K | 0.00% | +175 | New |
| Hazlett, Burt & Watson, Inc. | 210 | $7.00K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 195 | $7.00K | 0.00% | 00.0% | Unchanged |
| Motco | 200 | $7.00K | 0.00% | +200 | New |
| Carmichael Hill & Associates, Inc. | 200 | $7.00K | 0.00% | +200 | New |
| BerganKDV Wealth Management, LLC | 240 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 214 | $8.00K | 0.00% | +214 | New |
| CWM, LLC | 270 | $9.00K | 0.00% | −861−76.1% | Reduced |
| Kozak & Associates, Inc. | 263 | $9.00K | 0.01% | +4+1.5% | Added |
| Pinnacle Bancorp, Inc. | 338 | $12.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 340 | $12.0K | 0.00% | +5+1.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 350 | $12.0K | 0.00% | +350 | New |
| Peoples Financial Services Corp. | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 394 | $14.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 535 | $19.0K | 0.00% | +35+7.0% | Added |
| Smithfield Trust Co | 600 | $21.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 600 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cowa, LLC | 590 | $21.0K | 0.01% | +590 | New |
| GoalVest Advisory LLC | 656 | $23.0K | 0.02% | −2−0.3% | Reduced |
| Western Pacific Wealth Management, LP | 700 | $24.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 705 | $25.0K | 0.00% | −700−49.8% | Reduced |
| Asset Dedication, LLC | 700 | $25.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 700 | $25.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 747 | $26.0K | 0.02% | +12+1.6% | Added |
| Creative Financial Designs Inc | 764 | $27.0K | 0.00% | +764 | New |
| Allworth Financial LP | 800 | $28.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 918 | $32.0K | 0.00% | +15+1.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 920 | $32.0K | 0.01% | +920 | New |
| First Horizon Advisors, Inc. | 919 | $33.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 940 | $33.0K | 0.02% | +190+25.3% | Added |
| AllSquare Wealth Management LLC | 941 | $33.0K | 0.02% | +265+39.2% | Added |
| Fairfield Financial Advisors, LTD | 965 | $33.8K | 0.02% | +15+1.6% | Added |
| Fifth Third Bancorp | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,000 | $35.0K | 0.02% | +500+100.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,084 | $38.0K | 0.01% | +16+1.5% | Added |
| Optimum Investment Advisors | 1,200 | $42.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,200 | $42.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,200 | $42.0K | 0.01% | +800+200.0% | Added |
| Parallel Advisors, LLC | 1,273 | $45.0K | 0.00% | +4+0.3% | Added |
| Sawyer & Company, Inc | 1,410 | $49.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,500 | $53.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,917 | $67.0K | 0.01% | +28+1.5% | Added |
| Guardian Wealth Management, Inc. | 1,915 | $67.0K | 0.08% | +11+0.6% | Added |
| Zions Bancorporation, N.A. | 2,000 | $70.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,689 | $70.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,012 | $71.0K | 0.06% | +2,012 | New |
| Geneos Wealth Management Inc. | 2,079 | $72.0K | 0.00% | −1,821−46.7% | Reduced |
| Advocacy Wealth Management Services, LLC | 2,000 | $72.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,959 | $81.0K | 0.01% | 00.0% | Unchanged |
| Fruth Investment Management | 2,482 | $87.0K | 0.03% | +2,482 | New |
| CoreFirst Bank & Trust | 2,865 | $100.0K | 0.09% | −380−11.7% | Reduced |
| Caldwell Trust Co | 3,028 | $106.2K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,100 | $109.0K | 0.01% | +100+3.3% | Added |
| Clearview Wealth Advisors LLC | 3,178 | $111.0K | 0.09% | −211−6.2% | Reduced |
| NVWM, LLC | 3,312 | $116.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,346 | $117.0K | 0.02% | +3,346 | New |
| Sittner & Nelson, LLC | 3,500 | $123.0K | 0.08% | +1,250+55.6% | Added |
| Barclays PLC | 3,755 | $132.0K | 0.00% | +2,583+220.4% | Added |
| Huntington National Bank | 3,901 | $137.0K | 0.00% | +900+30.0% | Added |
| Alan B. Lancz & Associates, Inc. | 4,000 | $140.0K | 0.17% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,994 | $140.0K | 0.00% | −10−0.2% | Reduced |
| Anchor Investment Management, LLC | 4,014 | $140.7K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,050 | $142.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 4,137 | $145.0K | 0.01% | +800+24.0% | Added |
| Operose Advisors LLC | 4,200 | $147.0K | 0.10% | +2,500+147.1% | Added |
| TCTC Holdings, LLC | 4,245 | $149.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,257 | $150.0K | 0.00% | +16+0.3% | Added |
| Umb Bank N A | 5,300 | $186.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,473 | $186.0K | 0.09% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,755 | $202.0K | 0.03% | +5,755 | New |
| Blair William & Co | 5,777 | $203.0K | 0.00% | −1,070−15.6% | Reduced |
| ARGI Investment Services, LLC | 5,802 | $203.0K | 0.01% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 5,930 | $208.0K | 0.05% | −600−9.2% | Reduced |
| Parsons Capital Management Inc | 6,000 | $210.0K | 0.02% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $210.0K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,059 | $212.0K | 0.00% | −2,555−29.7% | Reduced |
| Roberts Glore & Co Inc | 6,050 | $212.0K | 0.08% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $214.0K | 0.10% | 00.0% | Unchanged |