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 |
|---|---|---|---|---|---|
| Strategic Wealth Advisors Group, LLC | 13,916 | $488.0K | 0.02% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 13,465 | $472.0K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 13,425 | $471.0K | 0.61% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 13,203 | $463.0K | 0.12% | −700−5.0% | Reduced |
| Wedbush Securities Inc | 12,956 | $454.0K | 0.03% | +238+1.9% | Added |
| State of Tennessee, Treasury Department | 12,789 | $448.0K | 0.00% | +12,789 | New |
| Moody National Bank Trust Division | 12,656 | $444.0K | 0.05% | +12,656 | New |
| Shulman DeMeo Asset Management LLC | 12,488 | $438.0K | 0.16% | +107+0.9% | Added |
| US Bancorp | 12,300 | $431.0K | 0.00% | −119−1.0% | Reduced |
| American Portfolios Advisors | 12,251 | $429.5K | 0.02% | +1,499+13.9% | Added |
| Apollon Wealth Management, LLC | 12,238 | $429.0K | 0.04% | +7,039+135.4% | Added |
| Ancora Advisors, LLC | 12,050 | $423.0K | 0.01% | +100+0.8% | Added |
| Canton Hathaway, LLC | 12,000 | $421.0K | 0.15% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 12,000 | $421.0K | 0.01% | +7,000+140.0% | Added |
| Guinness Asset Management LTD | 11,824 | $415.0K | 0.01% | −1,024−8.0% | Reduced |
| Flagship Harbor Advisors, LLC | 11,742 | $412.0K | 0.05% | +358+3.1% | Added |
| JB Capital LLC | 11,620 | $407.0K | 0.04% | −278−2.3% | Reduced |
| Mariner, LLC | 11,295 | $396.0K | 0.00% | +11,295 | New |
| Total Clarity Wealth Management, Inc. | 11,243 | $394.0K | 0.25% | +1,459+14.9% | Added |
| Fiduciary Group LLC | 10,415 | $390.0K | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,971 | $385.0K | 0.00% | +10,971 | New |
| AE Wealth Management LLC | 10,756 | $377.0K | 0.00% | −457−4.1% | Reduced |
| Verus Capital Partners, LLC | 10,578 | $371.0K | 0.07% | +1,522+16.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,089 | $354.0K | 0.02% | −10−0.1% | Reduced |
| Merrion Investment Management Co, LLC | 10,000 | $350.0K | 0.35% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 9,950 | $348.0K | 0.41% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 9,788 | $343.0K | 0.01% | −1,000−9.3% | Reduced |
| The PNC Financial Services Group, Inc. | 9,753 | $343.0K | 0.00% | −935−8.7% | Reduced |
| Raymond James Trust N.A. | 9,579 | $336.0K | 0.01% | +1,216+14.5% | Added |
| IPG Investment Advisors LLC | 9,395 | $329.4K | 0.09% | 00.0% | Unchanged |
| Burns J W & Co Inc | 9,250 | $324.0K | 0.06% | 00.0% | Unchanged |
| TTP Investments, Inc. | 8,892 | $312.0K | 0.38% | −14−0.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,882 | $311.0K | 0.18% | +8,482+2,120.5% | Added |
| Trustcore Financial Services, LLC | 8,818 | $309.0K | 0.03% | +98+1.1% | Added |
| Mercer Global Advisors Inc | 8,775 | $308.0K | 0.00% | −1,556−15.1% | Reduced |
| Private Portfolio Partners LLC | 8,751 | $306.8K | 0.09% | −1,887−17.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 8,712 | $305.0K | 0.13% | +74+0.9% | Added |
| Independent Advisor Alliance | 8,695 | $305.0K | 0.02% | +491+6.0% | Added |
| BlackDiamond Wealth Management Inc. | 8,505 | $303.0K | 0.36% | +8,505 | New |
| Jaffetilchin Investment Partners, LLC | 8,533 | $299.0K | 0.04% | −20,950−71.1% | Reduced |
| Aptus Capital Advisors, LLC | 8,379 | $294.0K | 0.01% | +2,859+51.8% | Added |
| Tranquility Partners, LLC | 8,248 | $289.0K | 0.16% | 00.0% | Unchanged |
| Old North State Trust, LLC | 8,035 | $282.0K | 0.24% | +8,027+100,337.5% | Added |
| Capital Asset Advisory Services LLC | 7,875 | $276.0K | 0.04% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 7,757 | $272.0K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,567 | $265.0K | 0.02% | +119+1.6% | Added |
| Equitable Holdings, Inc. | 7,522 | $264.0K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 7,379 | $259.0K | 0.05% | −409−5.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,291 | $256.0K | 0.03% | +190+2.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,296 | $256.0K | 0.00% | +883+13.8% | Added |
| Centaurus Financial, Inc. | 7,279 | $255.0K | 0.02% | −225−3.0% | Reduced |
| Commerce Bank | 7,180 | $252.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 7,064 | $248.0K | 0.07% | −300−4.1% | Reduced |
| Aviance Capital Partners, LLC | 7,075 | $248.0K | 0.06% | +107+1.5% | Added |
| Consolidated Planning Corp | 7,051 | $247.0K | 0.08% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 7,000 | $245.0K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $245.0K | 0.24% | 00.0% | Unchanged |
| David Loasby | 7,068 | $241.0K | 0.04% | +103+1.5% | Added |
| Yorktown Management & Research Co Inc | 6,850 | $240.0K | 0.31% | +6,850 | New |
| Wealthspire Advisors, LLC | 6,719 | $236.0K | 0.00% | +6,719 | New |
| Brookstone Capital Management | 7,232 | $234.0K | 0.01% | −16,396−69.4% | Reduced |
| We Are One Seven, LLC | 6,631 | $232.0K | 0.02% | +1,000+17.8% | Added |
| Sigma Planning Corp | 6,617 | $232.0K | 0.01% | +6,617 | New |
| Virtu Financial LLC | 6,600 | $231.0K | 0.02% | +6,600 | New |
| National Asset Management, Inc. | 6,460 | $227.0K | 0.01% | −2,875−30.8% | Reduced |
| Integrated Wealth Concepts LLC | 6,164 | $216.0K | 0.01% | −1,285−17.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $214.0K | 0.10% | 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 |
| 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 |
| Zevin Asset Management LLC | 5,930 | $208.0K | 0.05% | −600−9.2% | Reduced |
| 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 |
| Ausdal Financial Partners, Inc. | 5,755 | $202.0K | 0.03% | +5,755 | New |
| 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 |
| IFP Advisors, Inc | 5,257 | $150.0K | 0.00% | +16+0.3% | Added |
| TCTC Holdings, LLC | 4,245 | $149.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,200 | $147.0K | 0.10% | +2,500+147.1% | Added |
| Washington Trust Co | 4,137 | $145.0K | 0.01% | +800+24.0% | Added |
| Duncker Streett & Co Inc | 4,050 | $142.0K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,014 | $140.7K | 0.02% | 00.0% | Unchanged |
| 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 |
| Huntington National Bank | 3,901 | $137.0K | 0.00% | +900+30.0% | Added |
| Barclays PLC | 3,755 | $132.0K | 0.00% | +2,583+220.4% | Added |
| Sittner & Nelson, LLC | 3,500 | $123.0K | 0.08% | +1,250+55.6% | Added |
| SRS Capital Advisors, Inc. | 3,346 | $117.0K | 0.02% | +3,346 | New |
| NVWM, LLC | 3,312 | $116.0K | 0.05% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3,178 | $111.0K | 0.09% | −211−6.2% | Reduced |
| Howe & Rusling Inc | 3,100 | $109.0K | 0.01% | +100+3.3% | Added |
| Caldwell Trust Co | 3,028 | $106.2K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,865 | $100.0K | 0.09% | −380−11.7% | Reduced |
| Fruth Investment Management | 2,482 | $87.0K | 0.03% | +2,482 | New |
| Harbour Investments, Inc. | 1,959 | $81.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Twin Lakes Capital Management, LLC | 2,012 | $71.0K | 0.06% | +2,012 | New |
| Zions Bancorporation, N.A. | 2,000 | $70.0K | 0.01% | 00.0% | Unchanged |