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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 6,050 | $207.9K | 0.07% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $209.5K | 0.08% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,571 | $225.8K | 0.05% | −504−7.1% | Reduced |
| Blair William & Co | 6,689 | $229.9K | 0.00% | +912+15.8% | Added |
| Newbridge Financial Services Group, Inc. | 6,702 | $230.3K | 0.13% | −2,180−24.5% | Reduced |
| Wealthspire Advisors, LLC | 6,719 | $230.9K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,848 | $235.4K | 0.02% | +217+3.3% | Added |
| Davidson Trust Co | 7,000 | $240.6K | 0.21% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 7,000 | $241.0K | 0.01% | 00.0% | Unchanged |
| Consolidated Planning Corp | 7,051 | $242.3K | 0.07% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 7,064 | $242.8K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 7,150 | $245.8K | 0.01% | +533+8.1% | Added |
| Commerce Bank | 7,180 | $246.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,198 | $247.4K | 0.01% | −9,053−55.7% | Reduced |
| Avantax Advisory Services, Inc. | 7,381 | $253.7K | 0.00% | +1,322+21.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,432 | $255.4K | 0.03% | +141+1.9% | Added |
| Equitable Holdings, Inc. | 7,522 | $258.5K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 7,537 | $259.1K | 0.01% | +1,077+16.7% | Added |
| Capital Asset Advisory Services LLC | 7,875 | $270.7K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 7,378 | $272.7K | 0.01% | +146+2.0% | Added |
| Old North State Trust, LLC | 8,035 | $276.0K | 0.18% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,029 | $276.0K | 0.03% | +750+10.3% | Added |
| Cascade Investment Group, Inc. | 8,200 | $281.8K | 0.29% | +8,200 | New |
| Integrated Advisors Network LLC | 8,257 | $283.8K | 0.02% | +500+6.4% | Added |
| IPG Investment Advisors LLC | 8,315 | $285.8K | 0.08% | −1,080−11.5% | Reduced |
| Joel Isaacson & Co., LLC | 8,389 | $288.3K | 0.02% | +822+10.9% | Added |
| Aptus Capital Advisors, LLC | 8,679 | $298.3K | 0.01% | +300+3.6% | Added |
| Northwestern Mutual Wealth Management Co | 8,699 | $299.0K | 0.00% | +1,403+19.2% | Added |
| Beck Mack & Oliver LLC | 8,910 | $306.2K | 0.01% | −878−9.0% | Reduced |
| Trustcore Financial Services, LLC | 8,926 | $306.8K | 0.03% | +108+1.2% | Added |
| AE Wealth Management LLC | 9,155 | $314.7K | 0.00% | −1,601−14.9% | Reduced |
| David Loasby | 8,180 | $316.0K | 0.04% | +1,112+15.7% | Added |
| Burns J W & Co Inc | 9,250 | $318.0K | 0.06% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 8,505 | $322.7K | 0.37% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,753 | $335.2K | 0.00% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 9,800 | $336.8K | 0.41% | +2,950+43.1% | Added |
| Hudson Portfolio Management LLC | 9,950 | $342.0K | 0.38% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 10,000 | $343.7K | 0.32% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,087 | $347.0K | 0.01% | +508+5.3% | Added |
| Wedbush Securities Inc | 10,264 | $353.0K | 0.02% | −2,692−20.8% | Reduced |
| Arete Wealth Advisors, LLC | 10,319 | $354.7K | 0.03% | +10,319 | New |
| Fiduciary Group LLC | 10,415 | $358.0K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,565 | $363.1K | 0.00% | +10,565 | New |
| Flagship Harbor Advisors, LLC | 10,722 | $368.5K | 0.04% | −1,020−8.7% | Reduced |
| Western Wealth Management, LLC | 10,896 | $374.5K | 0.04% | −11,698−51.8% | Reduced |
| Victory Capital Management Inc | 10,966 | $376.9K | 0.00% | −50.0% | Reduced |
| Tranquility Partners, LLC | 11,132 | $382.6K | 0.19% | +2,884+35.0% | Added |
| US Bancorp | 11,300 | $388.4K | 0.00% | −1,000−8.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 11,722 | $402.9K | 0.21% | +479+4.3% | Added |
| Verus Capital Partners, LLC | 11,723 | $402.9K | 0.08% | +1,145+10.8% | Added |
| Canton Hathaway, LLC | 12,000 | $412.0K | 0.14% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 12,050 | $414.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 12,032 | $414.0K | 0.02% | +1,943+19.3% | Added |
| JB Capital LLC | 12,198 | $419.3K | 0.04% | +578+5.0% | Added |
| Apollon Wealth Management, LLC | 12,461 | $428.3K | 0.03% | +223+1.8% | Added |
| Shulman DeMeo Asset Management LLC | 12,594 | $432.8K | 0.14% | +106+0.8% | Added |
| Moody National Bank Trust Division | 12,656 | $435.0K | 0.04% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 12,789 | $440.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 13,132 | $451.3K | 0.04% | −215−1.6% | Reduced |
| Redmont Wealth Advisors LLC | 13,425 | $461.4K | 0.54% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 13,465 | $462.8K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 13,506 | $464.0K | 0.00% | −590−4.2% | Reduced |
| Stratos Wealth Partners, LTD. | 13,649 | $469.1K | 0.01% | −2,344−14.7% | Reduced |
| Cetera Advisors LLC | 13,797 | $474.2K | 0.01% | −2,399−14.8% | Reduced |
| Sax Wealth Advisors, LLC | 13,903 | $477.9K | 0.11% | +700+5.3% | Added |
| Private Portfolio Partners LLC | 13,911 | $478.1K | 0.13% | +5,160+59.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 14,294 | $491.3K | 0.05% | −4,420−23.6% | Reduced |
| Virtu Financial LLC | 14,513 | $499.0K | 0.07% | +7,913+119.9% | Added |
| Herold Advisors, Inc. | 14,920 | $512.8K | 0.22% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,050 | $517.3K | 0.00% | +15,050 | New |
| Jane Street Group, LLC | 15,052 | $517.3K | 0.00% | +15,052 | New |
| MAI Capital Management | 15,285 | $525.3K | 0.01% | +15,285 | New |
| Neuberger Berman Group LLC | 15,364 | $528.1K | 0.00% | −2,000−11.5% | Reduced |
| TTP Investments, Inc. | 15,849 | $544.7K | 0.58% | +6,957+78.2% | Added |
| Nadler Financial Group, Inc. | 16,240 | $558.2K | 0.10% | +10.0% | Added |
| Infrastructure Capital Advisors, LLC | 16,623 | $571.3K | 0.11% | +1,508+10.0% | Added |
| Karpas Strategies, LLC | 16,723 | $574.8K | 0.20% | +251+1.5% | Added |
| Beach Investment Counsel Inc | 16,740 | $575.0K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 16,849 | $579.1K | 0.00% | +833+5.2% | Added |
| SageView Advisory Group, LLC | 17,194 | $591.0K | 0.05% | +17,194 | New |
| Mutual Advisors, LLC | 17,212 | $591.6K | 0.03% | −957−5.3% | Reduced |
| Baldwin Brothers Inc | 17,525 | $602.3K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 18,896 | $649.4K | 0.02% | +663+3.6% | Added |
| Delphi Management Inc | 19,632 | $675.0K | 0.82% | +19,632 | New |
| Resources Management Corp | 19,775 | $680.0K | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 20,381 | $700.5K | 0.00% | +88+0.4% | Added |
| Mission Wealth Management, LP | 21,000 | $721.8K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 21,542 | $740.4K | 0.04% | +173+0.8% | Added |
| MML Investors Services, LLC | 21,993 | $756.0K | 0.00% | −7,401−25.2% | Reduced |
| Birinyi Associates Inc | 22,615 | $777.0K | 0.37% | +1,015+4.7% | Added |
| HighTower Advisors, LLC | 22,672 | $780.0K | 0.00% | −9,512−29.6% | Reduced |
| Atria Wealth Solutions, Inc. | 22,695 | $780.0K | 0.01% | +341+1.5% | Added |
| Oak Associates, Ltd | 23,214 | $797.9K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 24,558 | $844.0K | 0.04% | +7,385+43.0% | Added |
| Oppenheimer & Co Inc | 28,386 | $975.6K | 0.02% | −720−2.5% | Reduced |
| Endurance Wealth Management, Inc. | 28,890 | $993.0K | 0.15% | +10.0% | Added |
| Johnson Investment Counsel Inc | 28,894 | $993.1K | 0.01% | −50−0.2% | Reduced |
| Cetera Investment Advisers | 29,230 | $1.00M | 0.01% | −1,998−6.4% | Reduced |
| RBF Capital, LLC | 30,000 | $1.03M | 0.08% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 30,594 | $1.05M | 0.07% | −8,069−20.9% | Reduced |