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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.

Q1 2023 vs. Q4 2022

How the institutions holding Alliancebernstein Holding L.P. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of AB: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2615257+1
Shares14.3M31.0K15.1M+856.9K (+6.0%)
Value$481.3M$1.07M$550.5M+$70.2M (+14.6%)

5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Alliancebernstein Holding L.P. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to AB in Q1 2023
InstitutionSharesValue% of portfolio
Phase 2 Partners, LLC196,063$7.17M3.09%
Bank of Montreal67,800$2.54M0.00%
Jump Financial, LLC24,512$896.2K0.04%
Beck Bode, LLC22,614$826.8K0.20%
Valeo Financial Advisors, LLC18,514$676.9K0.03%
Captrust Financial Advisors14,558$532.2K0.00%
Lion Street Advisors, LLC11,458$418.9K0.13%
HRT Financial LP10,847$396.0K0.00%
Cadent Capital Advisors, LLC10,080$368.5K0.22%
Empire Financial Management Company, LLC8,985$328.5K0.13%
Envestnet Asset Management Inc7,958$290.9K0.00%
Independent Advisor Alliance7,622$278.7K0.01%
Voya Financial Advisors, Inc.6,903$248.2K0.03%
EP Wealth Advisors, LLC5,850$213.9K0.00%
Coastwise Capital Group, LLC5,849$213.8K0.24%
Freestone Capital Holdings, LLC5,667$207.2K0.01%
Consolidated Portfolio Review Corp5,486$200.6K0.05%
Axxcess Wealth Management, LLC5,485$200.5K0.02%
Tower Research Capital LLC (TRC)2,628$96.0K0.00%
State of Wyoming1,576$57.6K0.02%
GPS Wealth Strategies Group, LLC1,123$41.1K0.01%
Private Trust Co NA1,000$36.6K0.00%
Baker Avenue Asset Management, LP1,000$36.6K0.00%
Cutler Group LP340$12.0K0.00%
Harbor Investment Advisory, LLC250$9.14K0.00%
Stone House Investment Management, LLC239$8.75K0.00%
Addison Advisors LLC75$2.74K0.00%
Cerity Partners LLC300––

Sold out (27)

Institutions that held Alliancebernstein Holding L.P. at the end of Q4 2022 and filed for Q1 2023 without it.

Not filed for Q1 2023 yet (5)

Institutions that held Alliancebernstein Holding L.P. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AB in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Delphi Management Inc19,632$675.0K
Trustcore Financial Services, LLC8,926$306.8K
Glass Jacobson Investment Advisors llc912$31.3K
Cribstone Capital Management, LLC850$29.2K
CoreCap Advisors, LLC703$24.2K