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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 1,689 | $70.0K | 0.02% | 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 |
| Oakworth Capital, Inc. | 1,500 | $53.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,410 | $49.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,273 | $45.0K | 0.00% | +4+0.3% | 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 |
| GPS Wealth Strategies Group, LLC | 1,084 | $38.0K | 0.01% | +16+1.5% | 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 |
| Fairfield Financial Advisors, LTD | 965 | $33.8K | 0.02% | +15+1.6% | Added |
| 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 |
| 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 |
| Allworth Financial LP | 800 | $28.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 764 | $27.0K | 0.00% | +764 | New |
| Truvestments Capital LLC | 747 | $26.0K | 0.02% | +12+1.6% | Added |
| 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 |
| Western Pacific Wealth Management, LP | 700 | $24.0K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 656 | $23.0K | 0.02% | −2−0.3% | Reduced |
| 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 |
| Bogart Wealth, LLC | 535 | $19.0K | 0.00% | +35+7.0% | Added |
| Avion Wealth | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 394 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 270 | $9.00K | 0.00% | −861−76.1% | Reduced |
| Kozak & Associates, Inc. | 263 | $9.00K | 0.01% | +4+1.5% | Added |
| BerganKDV Wealth Management, LLC | 240 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 214 | $8.00K | 0.00% | +214 | 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 155 | $5.43K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 153 | $5.00K | 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 |
| Glen Eagle Advisors, LLC | 100 | $3.51K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $3.00K | 0.00% | +75 | New |
| Cedar Mountain Advisors, LLC | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 38 | $1.33K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $1.00K | 0.00% | −101−84.9% | Reduced |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,342−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −232,344−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −202,718−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −106,187−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −83,073−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −51,784−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −45,749−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −40,097−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −39,779−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −28,161−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −15,297−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −7,256−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −6,595−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −6,075−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −5,667−100.0% | Sold out |
| Summit Asset Management, LLC | 0 | $0 | 0.00% | −5,520−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,520−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −5,342−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Tiaa, FSB | 0 | $0 | 0.00% | −5,198−100.0% | Sold out |
| Waddell & Associates, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| BigSur Wealth Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Coastwise Capital Group, LLC | 0 | $0 | 0.00% | −4,993−100.0% | Sold out |
| Texas Yale Capital Corp. | 0 | $0 | 0.00% | −4,944−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −4,925−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −4,860−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −4,809−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −3,160−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,605−100.0% | Sold out |