Skip to main content

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
Sawyer & Company, Inc1,410$48.0K0.03%00.0%Unchanged
Fifth Third Bancorp1,275$46.6K0.00%+275+27.5%Added
Optimum Investment Advisors1,200$43.9K0.02%00.0%Unchanged
MV Capital Management, Inc.1,200$43.9K0.01%00.0%Unchanged
Global Retirement Partners, LLC1,225$41.1K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,123$41.1K0.01%+1,123New
First Manhattan Co1,000$36.6K0.00%−56,000−98.2%Reduced
Central Trust Co1,000$36.6K0.00%00.0%Unchanged
HM Payson & Co1,000$36.6K0.00%00.0%Unchanged
Private Trust Co NA1,000$36.6K0.00%+1,000New
Baker Avenue Asset Management, LP1,000$36.6K0.00%+1,000New
CWM, LLC945$35.0K0.00%+675+250.0%Added
GHP Investment Advisors, Inc.950$34.7K0.00%+18+1.9%Added
AllSquare Wealth Management LLC941$34.4K0.02%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group940$34.4K0.02%00.0%Unchanged
Truvestments Capital LLC921$33.7K0.02%+163+21.5%Added
First Horizon Advisors, Inc.900$32.9K0.00%−19−2.1%Reduced
Harbour Investments, Inc.892$32.6K0.00%00.0%Unchanged
Kozak & Associates, Inc.865$31.6K0.01%+598+224.0%Added
Parallel Advisors, LLC816$29.9K0.00%−459−36.0%Reduced
Allworth Financial LP800$29.2K0.00%00.0%Unchanged
GoalVest Advisory LLC783$28.6K0.02%+127+19.4%Added
Asset Dedication, LLC700$26.0K0.00%00.0%Unchanged
PSI Advisors, LLC700$25.6K0.01%00.0%Unchanged
Western Pacific Wealth Management, LP700$25.6K0.02%00.0%Unchanged
Kistler-Tiffany Companies, LLC600$21.9K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD581$20.9K0.01%+11+1.9%Added
Bogart Wealth, LLC535$19.6K0.00%00.0%Unchanged
Godsey & Gibb Associates500$18.3K0.00%−900−64.3%Reduced
Compass Wealth Management LLC500$18.3K0.01%00.0%Unchanged
Community Bank, N.A.500$18.3K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC480$17.5K0.01%00.0%Unchanged
Avion Wealth500$17.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC394$14.4K0.00%−200−33.7%Reduced
Pinnacle Bancorp, Inc.386$14.1K0.01%00.0%Unchanged
Princeton Global Asset Management LLC352$12.9K0.00%+7+2.0%Added
Cutler Group LP340$12.0K0.00%+340New
Federation des caisses Desjardins du Quebec323$11.8K0.00%00.0%Unchanged
Delta Asset Management LLC310$11.3K0.00%00.0%Unchanged
Clear Street Markets LLC300$11.0K0.00%−202−40.2%Reduced
Colonial Trust Advisors300$11.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC250$9.14K0.00%+250New
BerganKDV Wealth Management, LLC240$8.78K0.00%00.0%Unchanged
Stone House Investment Management, LLC239$8.75K0.00%+239New
TD Capital Management LLC222$8.10K0.00%+4+1.8%Added
Carmichael Hill & Associates, Inc.200$7.31K0.00%00.0%Unchanged
New Hampshire Trust173$6.33K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc159$5.81K0.00%00.0%Unchanged
Resources Management Corp152$5.00K0.00%−19,623−99.2%Reduced
Rise Advisors, LLC120$4.38K0.00%+2+1.7%Added
Householder Group Estate & Retirement Specialist, LLC100$4.00K0.00%−250−71.4%Reduced
Glen Eagle Advisors, LLC100$3.66K0.00%00.0%Unchanged
Addison Advisors LLC75$2.74K0.00%+75New
PFG Private Wealth Management, LLC10$3660.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$2190.00%00.0%Unchanged
TCI Wealth Advisors, Inc.4$1470.00%00.0%Unchanged
Cerity Partners LLC300––+300New
Amundi0$00.00%−87,669−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−92,602−100.0%Sold out
Greenwich Investment Management, Inc.0$00.00%−73,628−100.0%Sold out
Formidable Asset Management, LLC0$00.00%−33,610−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−28,894−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−17,194−100.0%Sold out
Virtu Financial LLC0$00.00%−14,513−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−11,722−100.0%Sold out
Victory Capital Management Inc0$00.00%−10,966−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−10,565−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−8,679−100.0%Sold out
Blair William & Co0$00.00%−6,689−100.0%Sold out
Parsons Capital Management Inc0$00.00%−6,000−100.0%Sold out
Money Concepts Capital Corp0$00.00%−5,625−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−3,950−100.0%Sold out
Romano Brothers and Company0$00.00%−3,250−100.0%Sold out
City Holding Co0$00.00%−1,000−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−969−100.0%Sold out
Smithfield Trust Co0$00.00%−600−100.0%Sold out
Spire Wealth Management0$00.00%−622−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−500−100.0%Sold out
Peoples Financial Services Corp.0$00.00%−400−100.0%Sold out
Hazlett, Burt & Watson, Inc.0$00.00%−210−100.0%Sold out
Valley National Advisers Inc0$00.00%−195−100.0%Sold out
National Bank of Canada0$00.00%−187−100.0%Sold out
Credit Suisse AG0$00.00%−125−100.0%Sold out
Barclays PLC0$00.00%−14−100.0%Sold out
Delphi Management Inc––––Not filed
Trustcore Financial Services, LLC––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Cribstone Capital Management, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed