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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of Montreal | 12,594 | $423.9K | 0.00% | −55,206−81.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 12,868 | $413.8K | 0.12% | +137+1.1% | Added |
| Moody National Bank Trust Division | 12,837 | $412.8K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 12,475 | $401.2K | 0.01% | −3,388−21.4% | Reduced |
| Jane Street Group, LLC | 12,314 | $396.0K | 0.00% | −28,579−69.9% | Reduced |
| Verus Capital Partners, LLC | 12,302 | $395.6K | 0.06% | −248−2.0% | Reduced |
| Ancora Advisors, LLC | 12,050 | $387.5K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 12,014 | $386.4K | 0.02% | −197−1.6% | Reduced |
| Canton Hathaway, LLC | 12,000 | $386.0K | 0.12% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 11,913 | $383.0K | 0.04% | +11,913 | New |
| Redmont Wealth Advisors LLC | 11,573 | $372.2K | 0.64% | +200+1.8% | Added |
| Belpointe Asset Management LLC | 11,187 | $359.8K | 0.04% | −11,641−51.0% | Reduced |
| Fortis Capital Advisors, LLC | 11,187 | $359.8K | 0.21% | 00.0% | Unchanged |
| Aire Advisors, LLC | 11,162 | $359.0K | 0.09% | +11,162 | New |
| Cetera Advisors LLC | 11,080 | $356.3K | 0.01% | +1,107+11.1% | Added |
| Western Wealth Management, LLC | 10,839 | $348.6K | 0.03% | +30.0% | Added |
| Arete Wealth Advisors, LLC | 10,833 | $348.0K | 0.03% | +1,765+19.5% | Added |
| Sonora Investment Management Group, LLC | 10,492 | $337.4K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 10,370 | $333.5K | 0.03% | +3,522+51.4% | Added |
| Raymond James Trust N.A. | 10,257 | $330.0K | 0.01% | +66+0.6% | Added |
| Virtu Financial LLC | 10,274 | $330.0K | 0.03% | +10,274 | New |
| Cadent Capital Advisors, LLC | 10,080 | $324.2K | 0.20% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,076 | $324.0K | 0.01% | +2,454+32.2% | Added |
| Merrion Investment Management Co, LLC | 10,000 | $321.6K | 0.27% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 9,950 | $320.0K | 0.35% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,923 | $319.1K | 0.02% | −3,638−26.8% | Reduced |
| Avantax Advisory Services, Inc. | 9,886 | $317.9K | 0.00% | +479+5.1% | Added |
| Flagship Harbor Advisors, LLC | 9,824 | $315.9K | 0.03% | −57−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,443 | $304.0K | 0.01% | −40.0% | Reduced |
| Stratos Wealth Partners, LTD. | 9,244 | $297.3K | 0.01% | −3,833−29.3% | Reduced |
| Burns J W & Co Inc | 9,250 | $297.0K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 9,050 | $291.0K | 0.01% | +1,443+19.0% | Added |
| BlackDiamond Wealth Management Inc. | 8,505 | $290.9K | 0.25% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 8,985 | $289.0K | 0.12% | 00.0% | Unchanged |
| Operose Advisors LLC | 8,900 | $286.2K | 0.13% | +2,000+29.0% | Added |
| Wolverine Trading, LLC | 9,079 | $285.9K | 0.00% | +9,079 | New |
| Northwestern Mutual Wealth Management Co | 8,886 | $285.8K | 0.00% | +1,114+14.3% | Added |
| Joel Isaacson & Co., LLC | 8,721 | $280.5K | 0.02% | +166+1.9% | Added |
| Sax Wealth Advisors, LLC | 8,488 | $273.0K | 0.05% | −5,415−38.9% | Reduced |
| The PNC Financial Services Group, Inc. | 8,381 | $269.5K | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 8,257 | $265.5K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,058 | $259.2K | 0.00% | −19,592−70.9% | Reduced |
| Old North State Trust, LLC | 8,035 | $258.0K | 0.19% | 00.0% | Unchanged |
| David Loasby | 8,003 | $252.7K | 0.03% | −177−2.2% | Reduced |
| Equitable Holdings, Inc. | 7,735 | $248.8K | 0.00% | +4+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,730 | $248.6K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,665 | $246.5K | 0.03% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 7,658 | $246.3K | 0.01% | −400−5.0% | Reduced |
| IPG Investment Advisors LLC | 7,655 | $246.2K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 7,516 | $241.7K | 0.00% | −184−2.4% | Reduced |
| Brookstone Capital Management | 7,406 | $233.6K | 0.00% | −400−5.1% | Reduced |
| Yorktown Management & Research Co Inc | 7,250 | $233.2K | 0.25% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 7,064 | $227.2K | 0.05% | 00.0% | Unchanged |
| Consolidated Planning Corp | 7,051 | $226.8K | 0.05% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 7,000 | $225.1K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $225.1K | 0.16% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,200 | $199.4K | 0.10% | +600+10.7% | Added |
| Umb Bank N A | 5,200 | $167.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4,970 | $159.8K | 0.08% | +311+6.7% | Added |
| Atticus Wealth Management, LLC | 4,571 | $147.0K | 0.05% | +28+0.6% | Added |
| Washington Trust Co | 4,137 | $133.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,000 | $128.6K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 3,863 | $124.2K | 0.01% | −636−14.1% | Reduced |
| Duncker Streett & Co Inc | 3,750 | $120.6K | 0.03% | −300−7.4% | Reduced |
| SRS Capital Advisors, Inc. | 3,532 | $113.6K | 0.01% | +67+1.9% | Added |
| Armstrong Advisory Group, Inc | 3,478 | $111.9K | 0.01% | −367−9.5% | Reduced |
| Anchor Investment Management, LLC | 3,375 | $108.5K | 0.01% | −139−4.0% | Reduced |
| Clearview Wealth Advisors LLC | 3,356 | $107.9K | 0.11% | +65+2.0% | Added |
| Register Financial Advisors LLC | 3,218 | $103.5K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 3,162 | $101.7K | 0.03% | +1,586+100.6% | Added |
| Caldwell Trust Co | 3,028 | $97.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,784 | $89.5K | 0.00% | −878−24.0% | Reduced |
| CoreFirst Bank & Trust | 2,765 | $88.9K | 0.06% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $84.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,601 | $83.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,532 | $81.4K | 0.00% | +302+13.5% | Added |
| Twin Lakes Capital Management, LLC | 2,124 | $68.3K | 0.05% | +41+2.0% | Added |
| North Star Investment Management Corp. | 2,017 | $64.9K | 0.01% | +35+1.8% | Added |
| Tower Research Capital LLC (TRC) | 2,015 | $64.8K | 0.00% | −613−23.3% | Reduced |
| Zions Bancorporation, N.A. | 2,000 | $64.3K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,950 | $62.7K | 0.06% | +12+0.6% | Added |
| NVWM, LLC | 1,800 | $57.9K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,693 | $54.4K | 0.01% | +1+0.1% | Added |
| Parallel Advisors, LLC | 1,503 | $48.4K | 0.00% | +687+84.2% | Added |
| Oakworth Capital, Inc. | 1,500 | $48.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,225 | $39.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,200 | $38.6K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 1,186 | $38.1K | 0.00% | +1,186 | New |
| GPS Wealth Strategies Group, LLC | 1,144 | $36.8K | 0.01% | +21+1.9% | Added |
| Fifth Third Bancorp | 1,085 | $34.9K | 0.00% | −190−14.9% | Reduced |
| MV Capital Management, Inc. | 1,000 | $32.2K | 0.00% | −200−16.7% | Reduced |
| Central Trust Co | 1,000 | $32.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $32.2K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,010 | $32.0K | 0.01% | +670+197.1% | Added |
| Glass Jacobson Investment Advisors llc | 948 | $30.5K | 0.01% | +948 | New |
| Oliver Lagore Vanvalin Investment Group | 940 | $30.2K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 936 | $30.1K | 0.01% | +15+1.6% | Added |
| GHP Investment Advisors, Inc. | 969 | $29.2K | 0.00% | +19+2.0% | Added |
| First Horizon Advisors, Inc. | 900 | $28.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,012 | $28.9K | 0.00% | −788−43.8% | Reduced |