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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 6,813 | $249.1K | 0.00% | +94+1.4% | Added |
| We Are One Seven, LLC | 6,848 | $250.4K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 6,900 | $252.3K | 0.13% | +2,700+64.3% | Added |
| Integrated Wealth Concepts LLC | 6,970 | $255.0K | 0.01% | +960+16.0% | Added |
| Cantor Fitzgerald, L. P. | 7,000 | $255.9K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $255.9K | 0.20% | 00.0% | Unchanged |
| Consolidated Planning Corp | 7,051 | $257.8K | 0.07% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 7,064 | $258.3K | 0.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 7,075 | $258.7K | 0.02% | −800−10.2% | Reduced |
| Yorktown Management & Research Co Inc | 7,250 | $265.1K | 0.29% | −2,550−26.0% | Reduced |
| National Asset Management, Inc. | 7,607 | $278.1K | 0.01% | +70+0.9% | Added |
| Independent Advisor Alliance | 7,622 | $278.7K | 0.01% | +7,622 | New |
| David Loasby | 8,180 | $279.0K | 0.03% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 7,655 | $279.9K | 0.06% | −660−7.9% | Reduced |
| Fiduciary Group LLC | 7,665 | $280.2K | 0.04% | −2,750−26.4% | Reduced |
| Commerce Bank | 7,700 | $281.5K | 0.00% | +520+7.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,730 | $282.6K | 0.03% | +298+4.0% | Added |
| Equitable Holdings, Inc. | 7,731 | $282.6K | 0.00% | +209+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 7,772 | $284.2K | 0.00% | −927−10.7% | Reduced |
| Cascade Investment Group, Inc. | 7,800 | $285.2K | 0.28% | −400−4.9% | Reduced |
| Brookstone Capital Management | 7,806 | $287.1K | 0.01% | +428+5.8% | Added |
| Envestnet Asset Management Inc | 7,958 | $290.9K | 0.00% | +7,958 | New |
| BlackDiamond Wealth Management Inc. | 8,505 | $293.0K | 0.30% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,029 | $294.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 8,035 | $294.0K | 0.20% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 8,058 | $294.6K | 0.01% | −852−9.6% | Reduced |
| Integrated Advisors Network LLC | 8,257 | $301.9K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,381 | $306.4K | 0.00% | −1,372−14.1% | Reduced |
| Joel Isaacson & Co., LLC | 8,555 | $312.8K | 0.02% | +166+2.0% | Added |
| Wedbush Securities Inc | 8,823 | $323.0K | 0.02% | −1,441−14.0% | Reduced |
| AE Wealth Management LLC | 8,901 | $325.4K | 0.00% | −254−2.8% | Reduced |
| Empire Financial Management Company, LLC | 8,985 | $328.5K | 0.13% | +8,985 | New |
| Arete Wealth Advisors, LLC | 9,068 | $332.0K | 0.03% | −1,251−12.1% | Reduced |
| Burns J W & Co Inc | 9,250 | $338.0K | 0.06% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 9,407 | $343.9K | 0.00% | +2,026+27.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,447 | $345.0K | 0.01% | −2,585−21.5% | Reduced |
| Flagship Harbor Advisors, LLC | 9,881 | $361.2K | 0.03% | −841−7.8% | Reduced |
| Hudson Portfolio Management LLC | 9,950 | $363.8K | 0.41% | 00.0% | Unchanged |
| Cetera Advisors LLC | 9,973 | $364.6K | 0.01% | −3,824−27.7% | Reduced |
| Merrion Investment Management Co, LLC | 10,000 | $365.6K | 0.35% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 10,080 | $368.5K | 0.22% | +10,080 | New |
| Raymond James Trust N.A. | 10,191 | $373.0K | 0.01% | +104+1.0% | Added |
| Private Portfolio Partners LLC | 10,485 | $383.3K | 0.10% | −3,426−24.6% | Reduced |
| Sonora Investment Management Group, LLC | 10,492 | $383.6K | 0.03% | −2,640−20.1% | Reduced |
| HRT Financial LP | 10,847 | $396.0K | 0.00% | +10,847 | New |
| Western Wealth Management, LLC | 10,836 | $396.2K | 0.04% | −60−0.6% | Reduced |
| Fortis Capital Advisors, LLC | 11,187 | $409.0K | 0.22% | +8,400+301.4% | Added |
| Redmont Wealth Advisors LLC | 11,373 | $415.8K | 0.84% | −2,052−15.3% | Reduced |
| Lion Street Advisors, LLC | 11,458 | $418.9K | 0.13% | +11,458 | New |
| Tranquility Partners, LLC | 12,005 | $438.9K | 0.21% | +873+7.8% | Added |
| Canton Hathaway, LLC | 12,000 | $439.0K | 0.15% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 12,050 | $440.5K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 12,211 | $446.4K | 0.03% | −250−2.0% | Reduced |
| Verus Capital Partners, LLC | 12,550 | $458.8K | 0.07% | +827+7.1% | Added |
| Shulman DeMeo Asset Management LLC | 12,731 | $465.4K | 0.15% | +137+1.1% | Added |
| Moody National Bank Trust Division | 12,837 | $469.3K | 0.04% | +181+1.4% | Added |
| US Bancorp | 13,000 | $475.3K | 0.00% | +1,700+15.0% | Added |
| Stratos Wealth Partners, LTD. | 13,077 | $478.1K | 0.01% | −572−4.2% | Reduced |
| JB Capital LLC | 13,146 | $480.6K | 0.04% | +948+7.8% | Added |
| Ziegler Capital Management, LLC | 13,465 | $492.3K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 13,561 | $495.8K | 0.02% | −40,523−74.9% | Reduced |
| Rockefeller Capital Management L.P. | 13,599 | $497.0K | 0.00% | +93+0.7% | Added |
| Nadler Financial Group, Inc. | 13,840 | $506.0K | 0.08% | −2,400−14.8% | Reduced |
| Sax Wealth Advisors, LLC | 13,903 | $508.3K | 0.11% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 14,025 | $513.0K | 0.07% | −2,715−16.2% | Reduced |
| Belpointe Asset Management LLC | 22,828 | $530.8K | 0.03% | +15,630+217.1% | Added |
| Captrust Financial Advisors | 14,558 | $532.2K | 0.00% | +14,558 | New |
| Herold Advisors, Inc. | 14,920 | $545.5K | 0.19% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 15,161 | $554.3K | 0.00% | +2,372+18.5% | Added |
| MAI Capital Management | 15,863 | $580.0K | 0.01% | +578+3.8% | Added |
| TTP Investments, Inc. | 15,912 | $581.7K | 0.47% | +63+0.4% | Added |
| PEAK6 Investments LLC | 15,945 | $582.9K | 0.04% | −100,489−86.3% | Reduced |
| Creative Planning | 16,066 | $587.4K | 0.00% | −783−4.6% | Reduced |
| Neuberger Berman Group LLC | 16,739 | $612.0K | 0.00% | +1,375+8.9% | Added |
| Karpas Strategies, LLC | 17,049 | $623.3K | 0.22% | +326+1.9% | Added |
| Mutual Advisors, LLC | 17,267 | $631.3K | 0.03% | +55+0.3% | Added |
| Baldwin Brothers Inc | 17,525 | $640.7K | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 18,514 | $676.9K | 0.03% | +18,514 | New |
| Ameritas Advisory Services, LLC | 19,931 | $710.3K | 0.04% | −4,627−18.8% | Reduced |
| CI Private Wealth, LLC | 19,500 | $712.9K | 0.00% | +4,450+29.6% | Added |
| Atria Wealth Solutions, Inc. | 22,472 | $821.6K | 0.01% | −223−1.0% | Reduced |
| Beck Bode, LLC | 22,614 | $826.8K | 0.20% | +22,614 | New |
| Oak Associates, Ltd | 23,214 | $848.7K | 0.07% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 23,440 | $857.0K | 0.04% | +2,440+11.6% | Added |
| Truist Financial Corp | 23,556 | $861.2K | 0.00% | +3,175+15.6% | Added |
| Birinyi Associates Inc | 23,885 | $873.0K | 0.36% | +1,270+5.6% | Added |
| Jump Financial, LLC | 24,512 | $896.2K | 0.04% | +24,512 | New |
| Advisory Services Network, LLC | 25,260 | $923.5K | 0.03% | +6,364+33.7% | Added |
| Cetera Investment Advisers | 25,878 | $946.1K | 0.01% | −3,352−11.5% | Reduced |
| MML Investors Services, LLC | 26,006 | $951.0K | 0.01% | +4,013+18.2% | Added |
| HighTower Advisors, LLC | 26,114 | $959.0K | 0.00% | +3,442+15.2% | Added |
| Private Advisor Group, LLC | 27,650 | $1.01M | 0.01% | −809−2.8% | Reduced |
| First Foundation Advisors | 28,242 | $1.03M | 0.05% | +6,700+31.1% | Added |
| Endurance Wealth Management, Inc. | 28,341 | $1.04M | 0.15% | −549−1.9% | Reduced |
| Oppenheimer & Co Inc | 29,381 | $1.07M | 0.02% | +995+3.5% | Added |
| RBF Capital, LLC | 30,000 | $1.10M | 0.08% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 30,510 | $1.12M | 0.00% | −488−1.6% | Reduced |
| Highland Capital Management, LLC | 30,841 | $1.13M | 0.08% | −11,000−26.3% | Reduced |
| Infrastructure Capital Advisors, LLC | 33,798 | $1.24M | 0.24% | +17,175+103.3% | Added |
| Mariner, LLC | 34,080 | $1.25M | 0.00% | +824+2.5% | Added |