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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, Q2 2024

Institutional positions in Alliancebernstein Holding L.P. as of Jun 30, 2024. 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
248
+11 vs. Q1 2024
Shares held
21.7M
+951.7K (+4.6%) vs. Q1 2024
Total value
$734.8M
+$12.7M (+1.8%) vs. Q1 2024
New holders
24
81 more added
Sold out
13
69 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 248 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 2024: $734.8M
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 2024

Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q1 2024.

Institutions holding AB in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vident Advisory, LLC13,820$467.0K0.01%+13,820New
Avantax Advisory Services, Inc.13,719$463.6K0.00%+442+3.3%Added
Shulman DeMeo Asset Management LLC13,510$456.5K0.12%+163+1.2%Added
F/M Investments LLC13,465$455.0K0.02%+13,465New
Beach Investment Counsel Inc13,325$450.0K0.06%00.0%Unchanged
Prospera Financial Services Inc13,151$444.4K0.01%+13,151New
Stratos Wealth Partners, LTD.12,387$418.6K0.01%−995−7.4%Reduced
MAI Capital Management12,261$414.3K0.00%−271−2.2%Reduced
Private Portfolio Partners LLC12,043$406.9K0.33%−166−1.4%Reduced
Canton Hathaway, LLC12,000$405.0K0.11%00.0%Unchanged
Concurrent Investment Advisors, LLC11,957$404.0K0.01%+174+1.5%Added
Sonora Investment Management Group, LLC11,392$395.8K0.03%00.0%Unchanged
Ancora Advisors, LLC11,550$390.3K0.01%−500−4.1%Reduced
Kovitz Investment Group Partners, LLC11,496$388.4K0.00%+653+6.0%Added
Redmont Wealth Advisors LLC11,373$384.3K0.60%00.0%Unchanged
Regal Investment Advisors LLC10,920$369.0K0.02%−388−3.4%Reduced
Advisory Services Network, LLC10,601$358.2K0.01%−1,613−13.2%Reduced
New England Research & Management, Inc.10,550$356.0K0.17%00.0%Unchanged
Integrated Advisors Network LLC10,449$353.1K0.02%+912+9.6%Added
US Bancorp10,440$352.8K0.00%+934+9.8%Added
Cadent Capital Advisors, LLC10,080$340.6K0.14%00.0%Unchanged
Merrion Investment Management Co, LLC10,000$337.9K0.23%00.0%Unchanged
State of Wyoming9,879$333.8K0.05%−1,517−13.3%Reduced
Freestone Capital Holdings, LLC9,774$330.3K0.01%+1,607+19.7%Added
Western Wealth Management, LLC9,727$328.7K0.02%+30.0%Added
Flagship Harbor Advisors, LLC9,602$324.4K0.02%−56−0.6%Reduced
Raymond James Trust N.A.9,546$322.6K0.01%+713+8.1%Added
Joel Isaacson & Co., LLC9,502$321.1K0.02%+198+2.1%Added
Chevy Chase Trust Holdings, Inc.9,000$304.1K0.00%00.0%Unchanged
Gateway Advisory, LLC9,000$304.1K0.05%+9,000New
Jump Financial, LLC8,863$299.5K0.01%−26,739−75.1%Reduced
Independent Advisor Alliance8,685$293.5K0.01%+1,562+21.9%Added
David Loasby8,436$285.3K0.03%+165+2.0%Added
Pensionmark Financial Group, LLC8,232$278.2K0.02%+8,232New
One Capital Management, LLC8,029$271.3K0.01%+8,029New
Cary Street Partner Investment Advisory LLC7,869$265.9K0.01%+101+1.3%Added
Beck Mack & Oliver LLC7,658$258.8K0.01%00.0%Unchanged
Aptus Capital Advisors, LLC7,512$253.8K0.00%−5,366−41.7%Reduced
Rothschild Investment LLC7,500$253.4K0.02%−600−7.4%Reduced
Second Line Capital, LLC7,464$252.2K0.08%+1,444+24.0%Added
Sax Wealth Advisors, LLC7,288$246.3K0.02%−1,200−14.1%Reduced
Captrust Financial Advisors7,232$244.4K0.00%+57+0.8%Added
Wedbush Securities Inc7,205$243.0K0.01%−6,550−47.6%Reduced
Mercer Global Advisors Inc7,076$239.1K0.00%−650−8.4%Reduced
Consolidated Planning Corp7,051$238.3K0.04%00.0%Unchanged
Chicago Partners Investment Group LLC6,833$237.4K0.01%+6,833New
Davidson Trust Co7,000$236.5K0.16%00.0%Unchanged
Essex Financial Services, Inc.6,995$231.4K0.02%+6,995New
Kestra Private Wealth Services, LLC6,804$229.9K0.00%+108+1.6%Added
Blair William & Co6,689$226.0K0.00%+6,689New
IPG Investment Advisors LLC6,605$223.2K0.05%00.0%Unchanged
Thrivent Financial for Lutherans6,585$223.0K0.00%+165+2.6%Added
Equitable Holdings, Inc.6,537$220.9K0.00%+6,537New
Fiduciary Group LLC6,465$218.5K0.02%00.0%Unchanged
Pure Financial Advisors, Inc.6,276$212.1K0.01%+6,276New
Integrated Wealth Concepts LLC6,249$211.1K0.00%−1,395−18.2%Reduced
Ieq Capital, LLC6,200$209.5K0.00%00.0%Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC6,095$205.9K0.06%00.0%Unchanged
Roberts Glore & Co Inc6,050$204.4K0.06%00.0%Unchanged
Old North State Trust, LLC6,035$204.0K0.18%00.0%Unchanged
Harbor Advisors LLC6,000$202.7K0.04%00.0%Unchanged
Zevin Asset Management LLC5,930$200.0K0.03%00.0%Unchanged
The PNC Financial Services Group, Inc.4,708$159.1K0.00%−634−11.9%Reduced
State of Tennessee, Treasury Department4,552$153.8K0.00%−1,595−25.9%Reduced
Atticus Wealth Management, LLC4,072$137.6K0.04%−192−4.5%Reduced
SRS Capital Advisors, Inc.4,048$136.8K0.01%+280+7.4%Added
Redwood Wealth Management Group, LLC4,010$135.5K0.10%+4,010New
Washington Trust Co3,916$132.3K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.3,482$117.7K0.06%−1,000−22.3%Reduced
Global Retirement Partners, LLC3,406$115.1K0.00%+46+1.4%Added
Anchor Investment Management, LLC3,375$114.0K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC3,257$109.7K0.00%−376−10.3%Reduced
GWM Advisors LLC2,981$100.7K0.00%−26−0.9%Reduced
Oakworth Capital, Inc.2,900$98.0K0.01%+1,400+93.3%Added
EverSource Wealth Advisors, LLC2,607$92.0K0.01%+1,153+79.3%Added
Umb Bank N A2,700$91.2K0.00%00.0%Unchanged
Vaughan Nelson Investment Management, L.P.2,600$88.0K0.00%00.0%Unchanged
Duncker Streett & Co Inc2,400$81.1K0.02%00.0%Unchanged
Proequities, Inc.2,318$78.3K0.00%−3,848−62.4%Reduced
Twin Lakes Capital Management, LLC2,314$78.2K0.05%+48+2.1%Added
Steward Partners Investment Advisory, LLC2,295$77.5K0.00%+211+10.1%Added
North Star Investment Management Corp.2,190$74.0K0.01%+43+2.0%Added
Sittner & Nelson, LLC2,100$71.0K0.03%00.0%Unchanged
Newbridge Financial Services Group, Inc.2,100$71.0K0.03%00.0%Unchanged
Zions Bancorporation, N.A.2,000$67.6K0.01%00.0%Unchanged
Planning Capital Management Corp1,733$58.6K0.04%00.0%Unchanged
Mather Group, LLC.1,565$54.4K0.00%00.0%Unchanged
Larson Financial Group LLC1,500$50.7K0.00%+1,500New
GPS Wealth Strategies Group, LLC1,435$48.5K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)1,222$41.3K0.00%−538−30.6%Reduced
Optimum Investment Advisors1,200$40.5K0.02%00.0%Unchanged
Geneos Wealth Management Inc.1,091$36.9K0.00%+273+33.4%Added
Kozak & Associates, Inc.1,054$35.7K0.01%+22+2.1%Added
GHP Investment Advisors, Inc.1,056$35.7K0.00%+22+2.1%Added
Glass Jacobson Investment Advisors llc1,033$34.9K0.01%+22+2.2%Added
Fifth Third Bancorp1,000$33.8K0.00%−229−18.6%Reduced
Central Trust Co1,000$33.8K0.00%00.0%Unchanged
HM Payson & Co1,000$33.8K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC1,000$33.8K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.943$31.9K0.01%−671−41.6%Reduced