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, Q4 2023
Institutional positions in Alliancebernstein Holding L.P. as of Dec 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
- 232
- +4 vs. Q3 2023
- Shares held
- 22.0M
- +3.23M (+17.2%) vs. Q3 2023
- Total value
- $683.7M
- +$113.9M (+20.0%) vs. Q3 2023
- New holders
- 34
- 70 more added
- Sold out
- 30
- 70 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 13,647 | $423.5K | 0.00% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 13,465 | $417.8K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,315 | $413.2K | 0.01% | −3,907−22.7% | Reduced |
| Beach Investment Counsel Inc | 13,325 | $413.0K | 0.05% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 13,176 | $408.9K | 0.12% | +166+1.3% | Added |
| We Are One Seven, LLC | 13,020 | $404.0K | 0.02% | −212−1.6% | Reduced |
| Ancora Advisors, LLC | 12,050 | $373.9K | 0.01% | +5,000+70.9% | Added |
| Canton Hathaway, LLC | 12,000 | $372.0K | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,757 | $364.8K | 0.01% | −75−0.6% | Reduced |
| Castellan Group, LLC | 11,700 | $363.1K | 0.23% | 00.0% | Unchanged |
| MAI Capital Management | 11,659 | $361.8K | 0.00% | −46−0.4% | Reduced |
| Sonora Investment Management Group, LLC | 11,392 | $353.5K | 0.03% | +1,000+9.6% | Added |
| Redmont Wealth Advisors LLC | 11,373 | $352.9K | 0.51% | −200−1.7% | Reduced |
| Koshinski Asset Management, Inc. | 11,243 | $348.9K | 0.05% | +11,243 | New |
| Creative Planning | 11,079 | $343.8K | 0.00% | +772+7.5% | Added |
| New England Research & Management, Inc. | 10,550 | $327.0K | 0.17% | +10,550 | New |
| Gsa Capital Partners LLP | 10,495 | $326.0K | 0.03% | +2,252+27.3% | Added |
| Yorktown Management & Research Co Inc | 10,250 | $318.1K | 0.33% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 10,080 | $312.8K | 0.16% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 10,000 | $310.3K | 0.24% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 9,970 | $309.4K | 0.01% | +9,970 | New |
| Flagship Harbor Advisors, LLC | 9,749 | $302.5K | 0.02% | −16−0.2% | Reduced |
| Western Wealth Management, LLC | 9,720 | $301.6K | 0.02% | −1,283−11.7% | Reduced |
| Aptus Capital Advisors, LLC | 9,653 | $299.5K | 0.01% | −8,355−46.4% | Reduced |
| Hudson Portfolio Management LLC | 9,450 | $293.2K | 0.32% | −500−5.0% | Reduced |
| Wolverine Trading, LLC | 9,139 | $283.6K | 0.00% | +9,139 | New |
| Joel Isaacson & Co., LLC | 9,096 | $282.2K | 0.02% | +201+2.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 9,000 | $279.3K | 0.00% | +9,000 | New |
| Raymond James Trust N.A. | 8,905 | $276.3K | 0.01% | −543−5.7% | Reduced |
| Integrated Advisors Network LLC | 8,703 | $270.1K | 0.02% | +246+2.9% | Added |
| Sax Wealth Advisors, LLC | 8,488 | $263.4K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 8,466 | $262.7K | 0.00% | −1,383−14.0% | Reduced |
| Atria Wealth Solutions, Inc. | 8,408 | $260.9K | 0.00% | −14,693−63.6% | Reduced |
| Freestone Capital Holdings, LLC | 8,167 | $253.4K | 0.01% | +8,167 | New |
| David Loasby | 8,098 | $251.8K | 0.03% | −56−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 8,104 | $251.5K | 0.00% | +8,104 | New |
| Rothschild Investment LLC | 8,100 | $251.3K | 0.02% | +8,100 | New |
| Avantax Advisory Services, Inc. | 8,014 | $248.7K | 0.00% | +565+7.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,665 | $237.8K | 0.02% | −65−0.8% | Reduced |
| Fiduciary Group LLC | 7,665 | $237.8K | 0.03% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 7,658 | $237.6K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 7,399 | $230.0K | 0.02% | +7,399 | New |
| Captrust Financial Advisors | 7,369 | $228.7K | 0.00% | −3,331−31.1% | Reduced |
| Vident Advisory, LLC | 7,359 | $228.3K | 0.01% | +7,359 | New |
| Independent Advisor Alliance | 7,295 | $226.4K | 0.01% | −707−8.8% | Reduced |
| IPG Investment Advisors LLC | 7,255 | $225.1K | 0.04% | −400−5.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,200 | $223.4K | 0.01% | +3,000+71.4% | Added |
| Regal Investment Advisors LLC | 7,052 | $218.8K | 0.02% | +7,052 | New |
| Consolidated Planning Corp | 7,051 | $218.8K | 0.04% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $217.2K | 0.14% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,700 | $208.0K | 0.00% | −915−12.0% | Reduced |
| State of Wyoming | 6,458 | $200.4K | 0.04% | +6,458 | New |
| The PNC Financial Services Group, Inc. | 5,662 | $175.7K | 0.00% | −2,573−31.2% | Reduced |
| Atticus Wealth Management, LLC | 4,635 | $143.8K | 0.05% | +34+0.7% | Added |
| Caldwell Sutter Capital, Inc. | 4,371 | $135.6K | 0.07% | −749−14.6% | Reduced |
| Bessemer Group Inc | 4,100 | $127.0K | 0.00% | +4,100 | New |
| Washington Trust Co | 3,916 | $121.5K | 0.00% | −221−5.3% | Reduced |
| SRS Capital Advisors, Inc. | 3,684 | $114.3K | 0.01% | +82+2.3% | Added |
| Duncker Streett & Co Inc | 3,450 | $107.1K | 0.02% | −300−8.0% | Reduced |
| Anchor Investment Management, LLC | 3,375 | $104.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,115 | $96.7K | 0.00% | +581+22.9% | Added |
| Umb Bank N A | 2,700 | $83.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,669 | $82.8K | 0.00% | +91+3.5% | Added |
| Proequities, Inc. | 2,633 | $81.7K | 0.01% | −599−18.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $81.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,300 | $71.4K | 0.03% | −700−23.3% | Reduced |
| Twin Lakes Capital Management, LLC | 2,215 | $68.7K | 0.05% | +49+2.3% | Added |
| LM Advisors LLC | 2,150 | $66.7K | 0.01% | +2,150 | New |
| North Star Investment Management Corp. | 2,101 | $65.2K | 0.01% | +44+2.1% | Added |
| Zions Bancorporation, N.A. | 2,000 | $62.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,872 | $58.1K | 0.00% | +1,872 | New |
| Planning Capital Management Corp | 1,733 | $53.8K | 0.04% | +1,733 | New |
| Beacon Capital Management, LLC | 1,693 | $51.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,636 | $50.8K | 0.00% | −1,842−53.0% | Reduced |
| Guardian Wealth Management, Inc. | 1,587 | $49.2K | 0.04% | −233−12.8% | Reduced |
| Oakworth Capital, Inc. | 1,500 | $46.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,428 | $44.3K | 0.02% | +950+198.7% | Added |
| Global Retirement Partners, LLC | 1,225 | $40.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,200 | $37.2K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,200 | $37.2K | 0.02% | +1,200 | New |
| GPS Wealth Strategies Group, LLC | 1,195 | $37.1K | 0.01% | +27+2.3% | Added |
| Kozak & Associates, Inc. | 1,009 | $33.2K | 0.01% | +23+2.3% | Added |
| GHP Investment Advisors, Inc. | 1,011 | $31.4K | 0.00% | +23+2.3% | Added |
| HM Payson & Co | 1,000 | $31.0K | 0.00% | −20−2.0% | Reduced |
| Fifth Third Bancorp | 1,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 985 | $31.0K | 0.01% | +985 | New |
| Glass Jacobson Investment Advisors llc | 989 | $30.7K | 0.01% | +22+2.3% | Added |
| GAMMA Investing LLC | 800 | $26.8K | 0.01% | +800 | New |
| Principal Securities, Inc. | 845 | $26.2K | 0.00% | +845 | New |
| Truvestments Capital LLC | 822 | $25.5K | 0.01% | +18+2.2% | Added |
| Allworth Financial LP | 800 | $24.8K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 783 | $24.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 700 | $22.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 700 | $21.7K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 700 | $21.7K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 618 | $19.2K | 0.01% | +14+2.3% | Added |
| CoreFirst Bank & Trust | 600 | $18.6K | 0.01% | −2,165−78.3% | Reduced |
| Planned Solutions, Inc. | 541 | $16.8K | 0.01% | +541 | New |