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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,225 | $42.1K | 0.00% | +1,225 | New |
| 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 |
| 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 |
| City Holding Co | 1,000 | $34.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 969 | $33.3K | 0.00% | −1,110−53.4% | Reduced |
| AllSquare Wealth Management LLC | 941 | $32.3K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 940 | $32.3K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 932 | $32.0K | 0.00% | +14+1.5% | Added |
| First Horizon Advisors, Inc. | 919 | $31.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 912 | $31.3K | 0.02% | +912 | New |
| Harbour Investments, Inc. | 892 | $30.7K | 0.00% | −1,067−54.5% | Reduced |
| Cribstone Capital Management, LLC | 850 | $29.2K | 0.02% | +850 | New |
| Allworth Financial LP | 800 | $27.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 758 | $26.1K | 0.01% | +11+1.5% | Added |
| CoreCap Advisors, LLC | 703 | $24.2K | 0.00% | +703 | New |
| PSI Advisors, LLC | 700 | $24.1K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 700 | $24.1K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 700 | $24.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 656 | $22.5K | 0.01% | 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 |
| Kistler-Tiffany Companies, LLC | 600 | $20.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 594 | $20.4K | 0.00% | +200+50.8% | Added |
| Fairfield Financial Advisors, LTD | 570 | $19.6K | 0.01% | −395−40.9% | Reduced |
| Bogart Wealth, LLC | 535 | $18.4K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 500 | $17.2K | 0.01% | +500 | New |
| Community Bank, N.A. | 500 | $17.2K | 0.00% | +500 | 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 |
| Boyd Watterson Asset Management LLC | 480 | $16.5K | 0.01% | +480 | New |
| Peoples Financial Services Corp. | 400 | $13.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,261 | $13.6K | 0.00% | +2,261 | New |
| Pinnacle Bancorp, Inc. | 386 | $13.0K | 0.01% | +48+14.2% | 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 |
| Federation des caisses Desjardins du Quebec | 323 | $11.1K | 0.00% | +168+108.4% | Added |
| Delta Asset Management LLC | 310 | $10.7K | 0.00% | +310 | New |
| Colonial Trust Advisors | 300 | $10.3K | 0.00% | +300 | New |
| CWM, LLC | 270 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 267 | $9.00K | 0.00% | +4+1.5% | Added |
| BerganKDV Wealth Management, LLC | 240 | $8.25K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 218 | $7.48K | 0.00% | +4+1.9% | Added |
| Hazlett, Burt & Watson, Inc. | 210 | $7.00K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 195 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $6.87K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 187 | $6.43K | 0.00% | −71,837−99.7% | Reduced |
| New Hampshire Trust | 173 | $5.95K | 0.00% | +173 | New |
| Whittier Trust Co of Nevada Inc | 159 | $5.46K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 125 | $4.30K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 118 | $4.04K | 0.00% | +2+1.7% | Added |
| Glen Eagle Advisors, LLC | 100 | $3.44K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 45 | $1.55K | 0.00% | +45 | New |
| Private Advisor Group, LLC | 28,459 | $978 | 0.00% | −7,966−21.9% | Reduced |
| Barclays PLC | 14 | $481 | 0.00% | −3,741−99.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $206 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4 | $137 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −29,685−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −28,904−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −25,807−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,828−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −20,962−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −18,814−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −15,364−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Guinness Asset Management LTD | 0 | $0 | 0.00% | −11,824−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −8,775−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −8,712−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −8,695−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −8,533−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −7,379−100.0% | Sold out |
| ARGI Investment Services, LLC | 0 | $0 | 0.00% | −5,802−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −5,755−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −4,245−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Fruth Investment Management | 0 | $0 | 0.00% | −2,482−100.0% | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| JTC Employer Solutions Trusteee Ltd | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −764−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Newton One Investments LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Sadoff Investment Management LLC | – | – | – | – | Not filed |
| Roosevelt Investment Group LLC | – | – | – | – | Not filed |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |