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, Q1 2023
Institutional positions in Alliancebernstein Holding L.P. as of Mar 31, 2023. 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
- 257
- +1 vs. Q4 2022
- Shares held
- 15.1M
- +856.9K (+6.0%) vs. Q4 2022
- Total value
- $550.5M
- +$70.2M (+14.6%) vs. Q4 2022
- New holders
- 28
- 81 more added
- Sold out
- 27
- 75 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 4 | $147 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $219 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 10 | $366 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 75 | $2.74K | 0.00% | +75 | New |
| Glen Eagle Advisors, LLC | 100 | $3.66K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $4.00K | 0.00% | −250−71.4% | Reduced |
| Rise Advisors, LLC | 120 | $4.38K | 0.00% | +2+1.7% | Added |
| Resources Management Corp | 152 | $5.00K | 0.00% | −19,623−99.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 159 | $5.81K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 173 | $6.33K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $7.31K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 222 | $8.10K | 0.00% | +4+1.8% | Added |
| Stone House Investment Management, LLC | 239 | $8.75K | 0.00% | +239 | New |
| BerganKDV Wealth Management, LLC | 240 | $8.78K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 250 | $9.14K | 0.00% | +250 | New |
| Colonial Trust Advisors | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 300 | $11.0K | 0.00% | −202−40.2% | Reduced |
| Delta Asset Management LLC | 310 | $11.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 323 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 340 | $12.0K | 0.00% | +340 | New |
| Princeton Global Asset Management LLC | 352 | $12.9K | 0.00% | +7+2.0% | Added |
| Pinnacle Bancorp, Inc. | 386 | $14.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 394 | $14.4K | 0.00% | −200−33.7% | Reduced |
| Avion Wealth | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 480 | $17.5K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 500 | $18.3K | 0.00% | −900−64.3% | Reduced |
| Compass Wealth Management LLC | 500 | $18.3K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 500 | $18.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 535 | $19.6K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 581 | $20.9K | 0.01% | +11+1.9% | Added |
| Kistler-Tiffany Companies, LLC | 600 | $21.9K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 700 | $25.6K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 700 | $25.6K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 700 | $26.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 783 | $28.6K | 0.02% | +127+19.4% | Added |
| Allworth Financial LP | 800 | $29.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 816 | $29.9K | 0.00% | −459−36.0% | Reduced |
| Kozak & Associates, Inc. | 865 | $31.6K | 0.01% | +598+224.0% | Added |
| Harbour Investments, Inc. | 892 | $32.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 900 | $32.9K | 0.00% | −19−2.1% | Reduced |
| Truvestments Capital LLC | 921 | $33.7K | 0.02% | +163+21.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 940 | $34.4K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 941 | $34.4K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 950 | $34.7K | 0.00% | +18+1.9% | Added |
| CWM, LLC | 945 | $35.0K | 0.00% | +675+250.0% | Added |
| First Manhattan Co | 1,000 | $36.6K | 0.00% | −56,000−98.2% | Reduced |
| Central Trust Co | 1,000 | $36.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $36.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $36.6K | 0.00% | +1,000 | New |
| Baker Avenue Asset Management, LP | 1,000 | $36.6K | 0.00% | +1,000 | New |
| GPS Wealth Strategies Group, LLC | 1,123 | $41.1K | 0.01% | +1,123 | New |
| Global Retirement Partners, LLC | 1,225 | $41.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,200 | $43.9K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,200 | $43.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,275 | $46.6K | 0.00% | +275+27.5% | Added |
| Sawyer & Company, Inc | 1,410 | $48.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,800 | $51.4K | 0.00% | −1,696−48.5% | Reduced |
| Oakworth Capital, Inc. | 1,500 | $54.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,576 | $57.6K | 0.02% | +1,576 | New |
| Beacon Capital Management, LLC | 1,692 | $61.8K | 0.02% | +1+0.1% | Added |
| NVWM, LLC | 1,800 | $65.8K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,938 | $70.8K | 0.07% | +8+0.4% | Added |
| North Star Investment Management Corp. | 1,982 | $72.5K | 0.01% | +35+1.8% | Added |
| Zions Bancorporation, N.A. | 2,000 | $73.1K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,083 | $76.2K | 0.06% | +40+2.0% | Added |
| GWM Advisors LLC | 2,230 | $81.5K | 0.00% | −31−1.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $95.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,601 | $95.1K | 0.00% | −600−18.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,628 | $96.0K | 0.00% | +2,628 | New |
| CoreFirst Bank & Trust | 2,765 | $101.1K | 0.07% | −100−3.5% | Reduced |
| Caldwell Trust Co | 3,028 | $110.7K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,218 | $117.6K | 0.09% | −500−13.4% | Reduced |
| Clearview Wealth Advisors LLC | 3,291 | $120.3K | 0.12% | +64+2.0% | Added |
| SRS Capital Advisors, Inc. | 3,465 | $126.7K | 0.02% | +68+2.0% | Added |
| Anchor Investment Management, LLC | 3,514 | $128.5K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,662 | $133.9K | 0.00% | −332−8.3% | Reduced |
| Armstrong Advisory Group, Inc | 3,845 | $140.6K | 0.02% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,000 | $146.2K | 0.15% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,000 | $146.2K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,050 | $148.1K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 4,137 | $151.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 4,499 | $164.5K | 0.01% | −222−4.7% | Reduced |
| Atticus Wealth Management, LLC | 4,543 | $166.1K | 0.06% | +28+0.6% | Added |
| Caldwell Sutter Capital, Inc. | 4,659 | $170.3K | 0.12% | +3,234+226.9% | Added |
| Sittner & Nelson, LLC | 5,000 | $182.8K | 0.10% | 00.0% | Unchanged |
| Umb Bank N A | 5,200 | $190.1K | 0.00% | −100−1.9% | Reduced |
| Axxcess Wealth Management, LLC | 5,485 | $200.5K | 0.02% | +5,485 | New |
| Consolidated Portfolio Review Corp | 5,486 | $200.6K | 0.05% | +5,486 | New |
| Newbridge Financial Services Group, Inc. | 5,600 | $204.7K | 0.11% | −1,102−16.4% | Reduced |
| Freestone Capital Holdings, LLC | 5,667 | $207.2K | 0.01% | +5,667 | New |
| Coastwise Capital Group, LLC | 5,849 | $213.8K | 0.24% | +5,849 | New |
| EP Wealth Advisors, LLC | 5,850 | $213.9K | 0.00% | +5,850 | New |
| Zevin Asset Management LLC | 5,930 | $217.0K | 0.04% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,000 | $219.4K | 0.04% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6,050 | $221.2K | 0.07% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,053 | $221.3K | 0.05% | −518−7.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $222.8K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,382 | $233.4K | 0.01% | −768−10.7% | Reduced |
| Voya Financial Advisors, Inc. | 6,903 | $248.2K | 0.03% | +6,903 | New |
| Baltimore-Washington Financial Advisors, Inc. | 6,809 | $248.9K | 0.02% | −7,485−52.4% | Reduced |