Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2022: 261 institutions
Q1 2021: 247 institutionsQ2 2021: 262 institutionsQ3 2021: 274 institutionsQ4 2021: 298 institutionsQ1 2022: 293 institutionsQ2 2022: 278 institutionsQ3 2022: 266 institutionsQ4 2022: 261 institutionsQ1 2023: 257 institutionsQ2 2023: 238 institutionsQ3 2023: 231 institutionsQ4 2023: 232 institutionsQ1 2024: 240 institutionsQ2 2024: 248 institutionsQ3 2024: 258 institutionsQ4 2024: 291 institutionsQ1 2025: 292 institutionsQ2 2025: 276 institutionsQ3 2025: 274 institutionsQ4 2025: 284 institutionsQ1 2026: 284 institutionsQ2 2026: 292 institutions
Value heldQ4 2022: $481.3M
Q1 2021: $596.7MQ2 2021: $616.1MQ3 2021: $635.5MQ4 2021: $645.6MQ1 2022: $554.5MQ2 2022: $463.8MQ3 2022: $403.1MQ4 2022: $481.3MQ1 2023: $550.5MQ2 2023: $521.1MQ3 2023: $572.5MQ4 2023: $683.7MQ1 2024: $722.8MQ2 2024: $734.8MQ3 2024: $781.3MQ4 2024: $957.9MQ1 2025: $998.0MQ2 2025: $560.5MQ3 2025: $533.5MQ4 2025: $562.6MQ1 2026: $452.8MQ2 2026: $425.1M
Institutions holding AB and their total value by quarter
QuarterHoldersValue
Q2 2026292$425.1M
Q1 2026284$452.8M
Q4 2025284$562.6M
Q3 2025274$533.5M
Q2 2025276$560.5M
Q1 2025292$998.0M
Q4 2024291$957.9M
Q3 2024258$781.3M
Q2 2024248$734.8M
Q1 2024240$722.8M
Q4 2023232$683.7M
Q3 2023231$572.5M
Q2 2023238$521.1M
Q1 2023257$550.5M
Q4 2022261$481.3M
Q3 2022266$403.1M
Q2 2022278$463.8M
Q1 2022293$554.5M
Q4 2021298$645.6M
Q3 2021274$635.5M
Q2 2021262$616.1M
Q1 2021247$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.

Institutions holding AB in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ziegler Capital Management, LLC13,465$462.8K0.02%00.0%Unchanged
Redmont Wealth Advisors LLC13,425$461.4K0.54%00.0%Unchanged
Sonora Investment Management Group, LLC13,132$451.3K0.04%−215−1.6%Reduced
State of Tennessee, Treasury Department12,789$440.0K0.00%00.0%Unchanged
Moody National Bank Trust Division12,656$435.0K0.04%00.0%Unchanged
Shulman DeMeo Asset Management LLC12,594$432.8K0.14%+106+0.8%Added
Apollon Wealth Management, LLC12,461$428.3K0.03%+223+1.8%Added
JB Capital LLC12,198$419.3K0.04%+578+5.0%Added
Ancora Advisors, LLC12,050$414.0K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.12,032$414.0K0.02%+1,943+19.3%Added
Canton Hathaway, LLC12,000$412.0K0.14%00.0%Unchanged
Verus Capital Partners, LLC11,723$402.9K0.08%+1,145+10.8%Added
Total Clarity Wealth Management, Inc.11,722$402.9K0.21%+479+4.3%Added
US Bancorp11,300$388.4K0.00%−1,000−8.1%Reduced
Tranquility Partners, LLC11,132$382.6K0.19%+2,884+35.0%Added
Victory Capital Management Inc10,966$376.9K0.00%−50.0%Reduced
Western Wealth Management, LLC10,896$374.5K0.04%−11,698−51.8%Reduced
Flagship Harbor Advisors, LLC10,722$368.5K0.04%−1,020−8.7%Reduced
Susquehanna International Group, LLP10,565$363.1K0.00%+10,565New
Fiduciary Group LLC10,415$358.0K0.05%00.0%Unchanged
Arete Wealth Advisors, LLC10,319$354.7K0.03%+10,319New
Wedbush Securities Inc10,264$353.0K0.02%−2,692−20.8%Reduced
Raymond James Trust N.A.10,087$347.0K0.01%+508+5.3%Added
Merrion Investment Management Co, LLC10,000$343.7K0.32%00.0%Unchanged
Hudson Portfolio Management LLC9,950$342.0K0.38%00.0%Unchanged
Yorktown Management & Research Co Inc9,800$336.8K0.41%+2,950+43.1%Added
The PNC Financial Services Group, Inc.9,753$335.2K0.00%00.0%Unchanged
BlackDiamond Wealth Management Inc.8,505$322.7K0.37%00.0%Unchanged
Burns J W & Co Inc9,250$318.0K0.06%00.0%Unchanged
David Loasby8,180$316.0K0.04%+1,112+15.7%Added
AE Wealth Management LLC9,155$314.7K0.00%−1,601−14.9%Reduced
Trustcore Financial Services, LLC8,926$306.8K0.03%+108+1.2%Added
Beck Mack & Oliver LLC8,910$306.2K0.01%−878−9.0%Reduced
Northwestern Mutual Wealth Management Co8,699$299.0K0.00%+1,403+19.2%Added
Aptus Capital Advisors, LLC8,679$298.3K0.01%+300+3.6%Added
Joel Isaacson & Co., LLC8,389$288.3K0.02%+822+10.9%Added
IPG Investment Advisors LLC8,315$285.8K0.08%−1,080−11.5%Reduced
Integrated Advisors Network LLC8,257$283.8K0.02%+500+6.4%Added
Cascade Investment Group, Inc.8,200$281.8K0.29%+8,200New
Old North State Trust, LLC8,035$276.0K0.18%00.0%Unchanged
Centaurus Financial, Inc.8,029$276.0K0.03%+750+10.3%Added
Brookstone Capital Management7,378$272.7K0.01%+146+2.0%Added
Capital Asset Advisory Services LLC7,875$270.7K0.02%00.0%Unchanged
National Asset Management, Inc.7,537$259.1K0.01%+1,077+16.7%Added
Equitable Holdings, Inc.7,522$258.5K0.00%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC7,432$255.4K0.03%+141+1.9%Added
Avantax Advisory Services, Inc.7,381$253.7K0.00%+1,322+21.8%Added
Belpointe Asset Management LLC7,198$247.4K0.01%−9,053−55.7%Reduced
Commerce Bank7,180$246.8K0.00%00.0%Unchanged
Sigma Planning Corp7,150$245.8K0.01%+533+8.1%Added
McIlrath & Eck, LLC7,064$242.8K0.06%00.0%Unchanged
Consolidated Planning Corp7,051$242.3K0.07%00.0%Unchanged
Cantor Fitzgerald, L. P.7,000$241.0K0.01%00.0%Unchanged
Davidson Trust Co7,000$240.6K0.21%00.0%Unchanged
We Are One Seven, LLC6,848$235.4K0.02%+217+3.3%Added
Wealthspire Advisors, LLC6,719$230.9K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6,702$230.3K0.13%−2,180−24.5%Reduced
Blair William & Co6,689$229.9K0.00%+912+15.8%Added
Aviance Capital Partners, LLC6,571$225.8K0.05%−504−7.1%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC6,095$209.5K0.08%00.0%Unchanged
Roberts Glore & Co Inc6,050$207.9K0.07%00.0%Unchanged
Integrated Wealth Concepts LLC6,010$207.0K0.01%−154−2.5%Reduced
Parsons Capital Management Inc6,000$206.2K0.02%00.0%Unchanged
Baker Ellis Asset Management LLC6,000$206.2K0.04%00.0%Unchanged
Zevin Asset Management LLC5,930$204.0K0.04%00.0%Unchanged
Money Concepts Capital Corp5,625$193.3K0.01%+5,625New
Umb Bank N A5,300$182.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC5,000$171.8K0.11%+1,500+42.9%Added
Proequities, Inc.4,721$162.3K0.01%+4,721New
Alan B. Lancz & Associates, Inc.4,000$156.1K0.16%00.0%Unchanged
Atticus Wealth Management, LLC4,515$155.2K0.06%+42+0.9%Added
Accurate Wealth Management, LLC3,950$149.9K0.06%+3,950New
Operose Advisors LLC4,200$144.4K0.08%00.0%Unchanged
Washington Trust Co4,137$142.2K0.01%00.0%Unchanged
Duncker Streett & Co Inc4,050$139.2K0.03%00.0%Unchanged
Cary Street Partner Investment Advisory LLC4,000$137.5K0.01%+4,000New
Steward Partners Investment Advisory, LLC3,994$137.3K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc3,845$132.2K0.02%+3,845New
Register Financial Advisors LLC3,718$127.8K0.08%+3,718New
Anchor Investment Management, LLC3,514$120.8K0.02%−500−12.5%Reduced
SRS Capital Advisors, Inc.3,397$116.8K0.02%+51+1.5%Added
Romano Brothers and Company3,250$111.7K0.02%+3,250New
Clearview Wealth Advisors LLC3,227$110.9K0.09%+49+1.5%Added
Huntington National Bank3,201$110.0K0.00%−700−17.9%Reduced
Caldwell Trust Co3,028$104.1K0.01%00.0%Unchanged
IFP Advisors, Inc3,496$103.0K0.00%−1,761−33.5%Reduced
CoreFirst Bank & Trust2,865$98.5K0.07%00.0%Unchanged
Fortis Capital Advisors, LLC2,787$95.8K0.06%+2,787New
Vaughan Nelson Investment Management, L.P.2,600$89.0K0.00%+2,600New
Twin Lakes Capital Management, LLC2,043$70.2K0.05%+31+1.5%Added
Zions Bancorporation, N.A.2,000$68.7K0.01%00.0%Unchanged
North Star Investment Management Corp.1,947$66.9K0.01%+30+1.6%Added
Guardian Wealth Management, Inc.1,930$66.3K0.07%+15+0.8%Added
NVWM, LLC1,800$61.9K0.02%−1,512−45.7%Reduced
Beacon Capital Management, LLC1,691$58.1K0.02%+2+0.1%Added
Oakworth Capital, Inc.1,500$51.6K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.1,425$49.0K0.04%+1,425New
Godsey & Gibb Associates1,400$48.1K0.01%+1,400New
Sawyer & Company, Inc1,410$48.0K0.02%00.0%Unchanged
Parallel Advisors, LLC1,275$43.9K0.00%+2+0.2%Added