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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.

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.

Institutional holdersQ1 2023: 257 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 heldQ1 2023: $550.5M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q4 2022.

Institutions holding AB in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Moody National Bank Trust Division12,837$469.3K0.04%+181+1.4%Added
Shulman DeMeo Asset Management LLC12,731$465.4K0.15%+137+1.1%Added
Verus Capital Partners, LLC12,550$458.8K0.07%+827+7.1%Added
Apollon Wealth Management, LLC12,211$446.4K0.03%−250−2.0%Reduced
Ancora Advisors, LLC12,050$440.5K0.01%00.0%Unchanged
Canton Hathaway, LLC12,000$439.0K0.15%00.0%Unchanged
Tranquility Partners, LLC12,005$438.9K0.21%+873+7.8%Added
Lion Street Advisors, LLC11,458$418.9K0.13%+11,458New
Redmont Wealth Advisors LLC11,373$415.8K0.84%−2,052−15.3%Reduced
Fortis Capital Advisors, LLC11,187$409.0K0.22%+8,400+301.4%Added
Western Wealth Management, LLC10,836$396.2K0.04%−60−0.6%Reduced
HRT Financial LP10,847$396.0K0.00%+10,847New
Sonora Investment Management Group, LLC10,492$383.6K0.03%−2,640−20.1%Reduced
Private Portfolio Partners LLC10,485$383.3K0.10%−3,426−24.6%Reduced
Raymond James Trust N.A.10,191$373.0K0.01%+104+1.0%Added
Cadent Capital Advisors, LLC10,080$368.5K0.22%+10,080New
Merrion Investment Management Co, LLC10,000$365.6K0.35%00.0%Unchanged
Cetera Advisors LLC9,973$364.6K0.01%−3,824−27.7%Reduced
Hudson Portfolio Management LLC9,950$363.8K0.41%00.0%Unchanged
Flagship Harbor Advisors, LLC9,881$361.2K0.03%−841−7.8%Reduced
Benjamin F. Edwards & Company, Inc.9,447$345.0K0.01%−2,585−21.5%Reduced
Avantax Advisory Services, Inc.9,407$343.9K0.00%+2,026+27.4%Added
Burns J W & Co Inc9,250$338.0K0.06%00.0%Unchanged
Arete Wealth Advisors, LLC9,068$332.0K0.03%−1,251−12.1%Reduced
Empire Financial Management Company, LLC8,985$328.5K0.13%+8,985New
AE Wealth Management LLC8,901$325.4K0.00%−254−2.8%Reduced
Wedbush Securities Inc8,823$323.0K0.02%−1,441−14.0%Reduced
Joel Isaacson & Co., LLC8,555$312.8K0.02%+166+2.0%Added
The PNC Financial Services Group, Inc.8,381$306.4K0.00%−1,372−14.1%Reduced
Integrated Advisors Network LLC8,257$301.9K0.02%00.0%Unchanged
Beck Mack & Oliver LLC8,058$294.6K0.01%−852−9.6%Reduced
Centaurus Financial, Inc.8,029$294.0K0.02%00.0%Unchanged
Old North State Trust, LLC8,035$294.0K0.20%00.0%Unchanged
BlackDiamond Wealth Management Inc.8,505$293.0K0.30%00.0%Unchanged
Envestnet Asset Management Inc7,958$290.9K0.00%+7,958New
Brookstone Capital Management7,806$287.1K0.01%+428+5.8%Added
Cascade Investment Group, Inc.7,800$285.2K0.28%−400−4.9%Reduced
Northwestern Mutual Wealth Management Co7,772$284.2K0.00%−927−10.7%Reduced
Equitable Holdings, Inc.7,731$282.6K0.00%+209+2.8%Added
Sheaff Brock Investment Advisors, LLC7,730$282.6K0.03%+298+4.0%Added
Commerce Bank7,700$281.5K0.00%+520+7.2%Added
Fiduciary Group LLC7,665$280.2K0.04%−2,750−26.4%Reduced
IPG Investment Advisors LLC7,655$279.9K0.06%−660−7.9%Reduced
David Loasby8,180$279.0K0.03%00.0%Unchanged
Independent Advisor Alliance7,622$278.7K0.01%+7,622New
National Asset Management, Inc.7,607$278.1K0.01%+70+0.9%Added
Yorktown Management & Research Co Inc7,250$265.1K0.29%−2,550−26.0%Reduced
Capital Asset Advisory Services LLC7,075$258.7K0.02%−800−10.2%Reduced
McIlrath & Eck, LLC7,064$258.3K0.06%00.0%Unchanged
Consolidated Planning Corp7,051$257.8K0.07%00.0%Unchanged
Cantor Fitzgerald, L. P.7,000$255.9K0.01%00.0%Unchanged
Davidson Trust Co7,000$255.9K0.20%00.0%Unchanged
Integrated Wealth Concepts LLC6,970$255.0K0.01%+960+16.0%Added
Operose Advisors LLC6,900$252.3K0.13%+2,700+64.3%Added
We Are One Seven, LLC6,848$250.4K0.02%00.0%Unchanged
Wealthspire Advisors, LLC6,813$249.1K0.00%+94+1.4%Added
Baltimore-Washington Financial Advisors, Inc.6,809$248.9K0.02%−7,485−52.4%Reduced
Voya Financial Advisors, Inc.6,903$248.2K0.03%+6,903New
Sigma Planning Corp6,382$233.4K0.01%−768−10.7%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC6,095$222.8K0.08%00.0%Unchanged
Aviance Capital Partners, LLC6,053$221.3K0.05%−518−7.9%Reduced
Roberts Glore & Co Inc6,050$221.2K0.07%00.0%Unchanged
Baker Ellis Asset Management LLC6,000$219.4K0.04%00.0%Unchanged
Zevin Asset Management LLC5,930$217.0K0.04%00.0%Unchanged
EP Wealth Advisors, LLC5,850$213.9K0.00%+5,850New
Coastwise Capital Group, LLC5,849$213.8K0.24%+5,849New
Freestone Capital Holdings, LLC5,667$207.2K0.01%+5,667New
Newbridge Financial Services Group, Inc.5,600$204.7K0.11%−1,102−16.4%Reduced
Consolidated Portfolio Review Corp5,486$200.6K0.05%+5,486New
Axxcess Wealth Management, LLC5,485$200.5K0.02%+5,485New
Umb Bank N A5,200$190.1K0.00%−100−1.9%Reduced
Sittner & Nelson, LLC5,000$182.8K0.10%00.0%Unchanged
Caldwell Sutter Capital, Inc.4,659$170.3K0.12%+3,234+226.9%Added
Atticus Wealth Management, LLC4,543$166.1K0.06%+28+0.6%Added
Proequities, Inc.4,499$164.5K0.01%−222−4.7%Reduced
Washington Trust Co4,137$151.2K0.01%00.0%Unchanged
Duncker Streett & Co Inc4,050$148.1K0.04%00.0%Unchanged
Alan B. Lancz & Associates, Inc.4,000$146.2K0.15%00.0%Unchanged
Cary Street Partner Investment Advisory LLC4,000$146.2K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc3,845$140.6K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC3,662$133.9K0.00%−332−8.3%Reduced
Anchor Investment Management, LLC3,514$128.5K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.3,465$126.7K0.02%+68+2.0%Added
Clearview Wealth Advisors LLC3,291$120.3K0.12%+64+2.0%Added
Register Financial Advisors LLC3,218$117.6K0.09%−500−13.4%Reduced
Caldwell Trust Co3,028$110.7K0.02%00.0%Unchanged
CoreFirst Bank & Trust2,765$101.1K0.07%−100−3.5%Reduced
Tower Research Capital LLC (TRC)2,628$96.0K0.00%+2,628New
Huntington National Bank2,601$95.1K0.00%−600−18.7%Reduced
Vaughan Nelson Investment Management, L.P.2,600$95.0K0.00%00.0%Unchanged
GWM Advisors LLC2,230$81.5K0.00%−31−1.4%Reduced
Twin Lakes Capital Management, LLC2,083$76.2K0.06%+40+2.0%Added
Zions Bancorporation, N.A.2,000$73.1K0.01%00.0%Unchanged
North Star Investment Management Corp.1,982$72.5K0.01%+35+1.8%Added
Guardian Wealth Management, Inc.1,938$70.8K0.07%+8+0.4%Added
NVWM, LLC1,800$65.8K0.02%00.0%Unchanged
Beacon Capital Management, LLC1,692$61.8K0.02%+1+0.1%Added
State of Wyoming1,576$57.6K0.02%+1,576New
Oakworth Capital, Inc.1,500$54.8K0.00%00.0%Unchanged
IFP Advisors, Inc1,800$51.4K0.00%−1,696−48.5%Reduced