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, Q2 2023

Institutional positions in Alliancebernstein Holding L.P. as of Jun 30, 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
238
−18 vs. Q1 2023
Shares held
16.2M
+1.10M (+7.3%) vs. Q1 2023
Total value
$521.1M
−$29.4M (−5.3%) vs. Q1 2023
New holders
19
80 more added
Sold out
37
56 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 238 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 heldQ2 2023: $521.1M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q1 2023.

Institutions holding AB in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of Montreal12,594$423.9K0.00%−55,206−81.4%Reduced
Shulman DeMeo Asset Management LLC12,868$413.8K0.12%+137+1.1%Added
Moody National Bank Trust Division12,837$412.8K0.03%00.0%Unchanged
MAI Capital Management12,475$401.2K0.01%−3,388−21.4%Reduced
Jane Street Group, LLC12,314$396.0K0.00%−28,579−69.9%Reduced
Verus Capital Partners, LLC12,302$395.6K0.06%−248−2.0%Reduced
Ancora Advisors, LLC12,050$387.5K0.01%00.0%Unchanged
Apollon Wealth Management, LLC12,014$386.4K0.02%−197−1.6%Reduced
Canton Hathaway, LLC12,000$386.0K0.12%00.0%Unchanged
Gsa Capital Partners LLP11,913$383.0K0.04%+11,913New
Redmont Wealth Advisors LLC11,573$372.2K0.64%+200+1.8%Added
Belpointe Asset Management LLC11,187$359.8K0.04%−11,641−51.0%Reduced
Fortis Capital Advisors, LLC11,187$359.8K0.21%00.0%Unchanged
Aire Advisors, LLC11,162$359.0K0.09%+11,162New
Cetera Advisors LLC11,080$356.3K0.01%+1,107+11.1%Added
Western Wealth Management, LLC10,839$348.6K0.03%+30.0%Added
Arete Wealth Advisors, LLC10,833$348.0K0.03%+1,765+19.5%Added
Sonora Investment Management Group, LLC10,492$337.4K0.03%00.0%Unchanged
We Are One Seven, LLC10,370$333.5K0.03%+3,522+51.4%Added
Raymond James Trust N.A.10,257$330.0K0.01%+66+0.6%Added
Virtu Financial LLC10,274$330.0K0.03%+10,274New
Cadent Capital Advisors, LLC10,080$324.2K0.20%00.0%Unchanged
Independent Advisor Alliance10,076$324.0K0.01%+2,454+32.2%Added
Merrion Investment Management Co, LLC10,000$321.6K0.27%00.0%Unchanged
Hudson Portfolio Management LLC9,950$320.0K0.35%00.0%Unchanged
Walleye Trading LLC9,923$319.1K0.02%−3,638−26.8%Reduced
Avantax Advisory Services, Inc.9,886$317.9K0.00%+479+5.1%Added
Flagship Harbor Advisors, LLC9,824$315.9K0.03%−57−0.6%Reduced
Benjamin F. Edwards & Company, Inc.9,443$304.0K0.01%−40.0%Reduced
Stratos Wealth Partners, LTD.9,244$297.3K0.01%−3,833−29.3%Reduced
Burns J W & Co Inc9,250$297.0K0.05%00.0%Unchanged
National Asset Management, Inc.9,050$291.0K0.01%+1,443+19.0%Added
BlackDiamond Wealth Management Inc.8,505$290.9K0.25%00.0%Unchanged
Empire Financial Management Company, LLC8,985$289.0K0.12%00.0%Unchanged
Operose Advisors LLC8,900$286.2K0.13%+2,000+29.0%Added
Wolverine Trading, LLC9,079$285.9K0.00%+9,079New
Northwestern Mutual Wealth Management Co8,886$285.8K0.00%+1,114+14.3%Added
Joel Isaacson & Co., LLC8,721$280.5K0.02%+166+1.9%Added
Sax Wealth Advisors, LLC8,488$273.0K0.05%−5,415−38.9%Reduced
The PNC Financial Services Group, Inc.8,381$269.5K0.00%00.0%Unchanged
Integrated Advisors Network LLC8,257$265.5K0.02%00.0%Unchanged
Private Advisor Group, LLC8,058$259.2K0.00%−19,592−70.9%Reduced
Old North State Trust, LLC8,035$258.0K0.19%00.0%Unchanged
David Loasby8,003$252.7K0.03%−177−2.2%Reduced
Equitable Holdings, Inc.7,735$248.8K0.00%+4+0.1%Added
Sheaff Brock Investment Advisors, LLC7,730$248.6K0.02%00.0%Unchanged
Fiduciary Group LLC7,665$246.5K0.03%00.0%Unchanged
Beck Mack & Oliver LLC7,658$246.3K0.01%−400−5.0%Reduced
IPG Investment Advisors LLC7,655$246.2K0.05%00.0%Unchanged
Commerce Bank7,516$241.7K0.00%−184−2.4%Reduced
Brookstone Capital Management7,406$233.6K0.00%−400−5.1%Reduced
Yorktown Management & Research Co Inc7,250$233.2K0.25%00.0%Unchanged
McIlrath & Eck, LLC7,064$227.2K0.05%00.0%Unchanged
Consolidated Planning Corp7,051$226.8K0.05%00.0%Unchanged
Cantor Fitzgerald, L. P.7,000$225.1K0.01%00.0%Unchanged
Davidson Trust Co7,000$225.1K0.16%00.0%Unchanged
Newbridge Financial Services Group, Inc.6,200$199.4K0.10%+600+10.7%Added
Umb Bank N A5,200$167.2K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.4,970$159.8K0.08%+311+6.7%Added
Atticus Wealth Management, LLC4,571$147.0K0.05%+28+0.6%Added
Washington Trust Co4,137$133.0K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC4,000$128.6K0.01%00.0%Unchanged
Proequities, Inc.3,863$124.2K0.01%−636−14.1%Reduced
Duncker Streett & Co Inc3,750$120.6K0.03%−300−7.4%Reduced
SRS Capital Advisors, Inc.3,532$113.6K0.01%+67+1.9%Added
Armstrong Advisory Group, Inc3,478$111.9K0.01%−367−9.5%Reduced
Anchor Investment Management, LLC3,375$108.5K0.01%−139−4.0%Reduced
Clearview Wealth Advisors LLC3,356$107.9K0.11%+65+2.0%Added
Register Financial Advisors LLC3,218$103.5K0.07%00.0%Unchanged
State of Wyoming3,162$101.7K0.03%+1,586+100.6%Added
Caldwell Trust Co3,028$97.4K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,784$89.5K0.00%−878−24.0%Reduced
CoreFirst Bank & Trust2,765$88.9K0.06%00.0%Unchanged
Vaughan Nelson Investment Management, L.P.2,600$84.0K0.00%00.0%Unchanged
Huntington National Bank2,601$83.6K0.00%00.0%Unchanged
GWM Advisors LLC2,532$81.4K0.00%+302+13.5%Added
Twin Lakes Capital Management, LLC2,124$68.3K0.05%+41+2.0%Added
North Star Investment Management Corp.2,017$64.9K0.01%+35+1.8%Added
Tower Research Capital LLC (TRC)2,015$64.8K0.00%−613−23.3%Reduced
Zions Bancorporation, N.A.2,000$64.3K0.01%00.0%Unchanged
Guardian Wealth Management, Inc.1,950$62.7K0.06%+12+0.6%Added
NVWM, LLC1,800$57.9K0.02%00.0%Unchanged
Beacon Capital Management, LLC1,693$54.4K0.01%+1+0.1%Added
Parallel Advisors, LLC1,503$48.4K0.00%+687+84.2%Added
Oakworth Capital, Inc.1,500$48.2K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,225$39.4K0.00%00.0%Unchanged
Optimum Investment Advisors1,200$38.6K0.02%00.0%Unchanged
Barclays PLC1,186$38.1K0.00%+1,186New
GPS Wealth Strategies Group, LLC1,144$36.8K0.01%+21+1.9%Added
Fifth Third Bancorp1,085$34.9K0.00%−190−14.9%Reduced
MV Capital Management, Inc.1,000$32.2K0.00%−200−16.7%Reduced
Central Trust Co1,000$32.2K0.00%00.0%Unchanged
HM Payson & Co1,000$32.2K0.00%00.0%Unchanged
Cutler Group LP1,010$32.0K0.01%+670+197.1%Added
Glass Jacobson Investment Advisors llc948$30.5K0.01%+948New
Oliver Lagore Vanvalin Investment Group940$30.2K0.01%00.0%Unchanged
Truvestments Capital LLC936$30.1K0.01%+15+1.6%Added
GHP Investment Advisors, Inc.969$29.2K0.00%+19+2.0%Added
First Horizon Advisors, Inc.900$28.9K0.00%00.0%Unchanged
IFP Advisors, Inc1,012$28.9K0.00%−788−43.8%Reduced