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, Q4 2022
Institutional positions in Alliancebernstein Holding L.P. as of Dec 31, 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
- 261
- 0 vs. Q3 2022
- Shares held
- 14.3M
- +3.02M (+26.9%) vs. Q3 2022
- Total value
- $481.3M
- +$86.7M (+22.0%) vs. Q3 2022
- New holders
- 35
- 78 more added
- Sold out
- 35
- 59 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PFG Private Wealth Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4 | $137 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $206 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 14 | $481 | 0.00% | −3,741−99.6% | Reduced |
| Private Advisor Group, LLC | 28,459 | $978 | 0.00% | −7,966−21.9% | Reduced |
| Citadel Advisors LLC | 45 | $1.55K | 0.00% | +45 | New |
| Glen Eagle Advisors, LLC | 100 | $3.44K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 118 | $4.04K | 0.00% | +2+1.7% | Added |
| Credit Suisse AG | 125 | $4.30K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 159 | $5.46K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 173 | $5.95K | 0.00% | +173 | New |
| National Bank of Canada | 187 | $6.43K | 0.00% | −71,837−99.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 200 | $6.87K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 210 | $7.00K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 195 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 218 | $7.48K | 0.00% | +4+1.9% | Added |
| BerganKDV Wealth Management, LLC | 240 | $8.25K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 270 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 267 | $9.00K | 0.00% | +4+1.5% | Added |
| Colonial Trust Advisors | 300 | $10.3K | 0.00% | +300 | New |
| Delta Asset Management LLC | 310 | $10.7K | 0.00% | +310 | New |
| Federation des caisses Desjardins du Quebec | 323 | $11.1K | 0.00% | +168+108.4% | Added |
| Princeton Global Asset Management LLC | 345 | $12.0K | 0.00% | +5+1.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 350 | $12.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 386 | $13.0K | 0.01% | +48+14.2% | Added |
| GWM Advisors LLC | 2,261 | $13.6K | 0.00% | +2,261 | New |
| Peoples Financial Services Corp. | 400 | $13.7K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 480 | $16.5K | 0.01% | +480 | New |
| Clear Street Markets LLC | 502 | $17.0K | 0.00% | −698−58.2% | Reduced |
| AlphaMark Advisors, LLC | 500 | $17.0K | 0.01% | −500−50.0% | Reduced |
| Avion Wealth | 500 | $17.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 500 | $17.2K | 0.00% | +500 | New |
| Compass Wealth Management LLC | 500 | $17.2K | 0.01% | +500 | New |
| Bogart Wealth, LLC | 535 | $18.4K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 570 | $19.6K | 0.01% | −395−40.9% | Reduced |
| Clearstead Advisors, LLC | 594 | $20.4K | 0.00% | +200+50.8% | Added |
| Kistler-Tiffany Companies, LLC | 600 | $20.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 622 | $21.0K | 0.00% | −83−11.8% | Reduced |
| Smithfield Trust Co | 600 | $21.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 656 | $22.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 700 | $24.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 700 | $24.1K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 700 | $24.1K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 703 | $24.2K | 0.00% | +703 | New |
| Truvestments Capital LLC | 758 | $26.1K | 0.01% | +11+1.5% | Added |
| Allworth Financial LP | 800 | $27.5K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 850 | $29.2K | 0.02% | +850 | New |
| Harbour Investments, Inc. | 892 | $30.7K | 0.00% | −1,067−54.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 912 | $31.3K | 0.02% | +912 | New |
| First Horizon Advisors, Inc. | 919 | $31.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 932 | $32.0K | 0.00% | +14+1.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 940 | $32.3K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 941 | $32.3K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 969 | $33.3K | 0.00% | −1,110−53.4% | Reduced |
| City Holding Co | 1,000 | $34.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $34.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $34.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $34.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,200 | $41.2K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,200 | $41.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,225 | $42.1K | 0.00% | +1,225 | New |
| Parallel Advisors, LLC | 1,275 | $43.9K | 0.00% | +2+0.2% | Added |
| Sawyer & Company, Inc | 1,410 | $48.0K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,400 | $48.1K | 0.01% | +1,400 | New |
| Caldwell Sutter Capital, Inc. | 1,425 | $49.0K | 0.04% | +1,425 | New |
| Oakworth Capital, Inc. | 1,500 | $51.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,691 | $58.1K | 0.02% | +2+0.1% | Added |
| NVWM, LLC | 1,800 | $61.9K | 0.02% | −1,512−45.7% | Reduced |
| Guardian Wealth Management, Inc. | 1,930 | $66.3K | 0.07% | +15+0.8% | Added |
| North Star Investment Management Corp. | 1,947 | $66.9K | 0.01% | +30+1.6% | Added |
| Zions Bancorporation, N.A. | 2,000 | $68.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,043 | $70.2K | 0.05% | +31+1.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $89.0K | 0.00% | +2,600 | New |
| Fortis Capital Advisors, LLC | 2,787 | $95.8K | 0.06% | +2,787 | New |
| CoreFirst Bank & Trust | 2,865 | $98.5K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,496 | $103.0K | 0.00% | −1,761−33.5% | Reduced |
| Caldwell Trust Co | 3,028 | $104.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 3,201 | $110.0K | 0.00% | −700−17.9% | Reduced |
| Clearview Wealth Advisors LLC | 3,227 | $110.9K | 0.09% | +49+1.5% | Added |
| Romano Brothers and Company | 3,250 | $111.7K | 0.02% | +3,250 | New |
| SRS Capital Advisors, Inc. | 3,397 | $116.8K | 0.02% | +51+1.5% | Added |
| Anchor Investment Management, LLC | 3,514 | $120.8K | 0.02% | −500−12.5% | Reduced |
| Register Financial Advisors LLC | 3,718 | $127.8K | 0.08% | +3,718 | New |
| Armstrong Advisory Group, Inc | 3,845 | $132.2K | 0.02% | +3,845 | New |
| Steward Partners Investment Advisory, LLC | 3,994 | $137.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,000 | $137.5K | 0.01% | +4,000 | New |
| Duncker Streett & Co Inc | 4,050 | $139.2K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 4,137 | $142.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,200 | $144.4K | 0.08% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,950 | $149.9K | 0.06% | +3,950 | New |
| Atticus Wealth Management, LLC | 4,515 | $155.2K | 0.06% | +42+0.9% | Added |
| Alan B. Lancz & Associates, Inc. | 4,000 | $156.1K | 0.16% | 00.0% | Unchanged |
| Proequities, Inc. | 4,721 | $162.3K | 0.01% | +4,721 | New |
| Sittner & Nelson, LLC | 5,000 | $171.8K | 0.11% | +1,500+42.9% | Added |
| Umb Bank N A | 5,300 | $182.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 5,625 | $193.3K | 0.01% | +5,625 | New |
| Zevin Asset Management LLC | 5,930 | $204.0K | 0.04% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 6,000 | $206.2K | 0.02% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $206.2K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 6,010 | $207.0K | 0.01% | −154−2.5% | Reduced |