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.
| 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 2024
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 920 | $31.1K | 0.01% | +920 | New |
| Allworth Financial LP | 800 | $27.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 800 | $27.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 783 | $26.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 760 | $25.7K | 0.00% | −142−15.7% | Reduced |
| PSI Advisors, LLC | 700 | $23.7K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 700 | $23.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 662 | $22.2K | 0.00% | +662 | New |
| Guardian Wealth Management, Inc. | 650 | $22.0K | 0.02% | +9+1.4% | Added |
| Manchester Capital Management LLC | 571 | $19.4K | 0.00% | +571 | New |
| Salem Investment Counselors Inc | 550 | $18.6K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 534 | $18.0K | 0.00% | +11+2.1% | Added |
| ICA Group Wealth Management, LLC | 512 | $17.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 503 | $17.0K | 0.00% | −1,133−69.3% | Reduced |
| Private Trust Co NA | 500 | $16.9K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 500 | $16.9K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 500 | $16.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 494 | $16.7K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 428 | $14.5K | 0.00% | +9+2.1% | Added |
| CoreCap Advisors, LLC | 388 | $13.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 407 | $13.0K | 0.00% | +53+15.0% | Added |
| PFS Partners, LLC | 369 | $12.5K | 0.01% | +4+1.1% | Added |
| Asset Dedication, LLC | 326 | $11.0K | 0.00% | +87+36.4% | Added |
| Delta Asset Management LLC | 310 | $10.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 307 | $10.4K | 0.00% | +282+1,128.0% | Added |
| Parallel Advisors, LLC | 299 | $10.1K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 270 | $9.00K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 255 | $8.63K | 0.00% | +5+2.0% | Added |
| Glen Eagle Advisors, LLC | 250 | $8.45K | 0.00% | −88−26.0% | Reduced |
| McIlrath & Eck, LLC | 250 | $8.45K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 226 | $7.63K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 223 | $7.54K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 220 | $7.43K | 0.00% | +220 | New |
| Jones Financial Companies LLLP | 200 | $6.76K | 0.00% | −1,700−89.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 200 | $6.76K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 197 | $6.65K | 0.00% | +4+2.1% | Added |
| Whittier Trust Co of Nevada Inc | 159 | $5.37K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 150 | $5.07K | 0.00% | +150 | New |
| Brown, Lisle/Cummings, Inc. | 124 | $4.19K | 0.00% | +124 | New |
| IFP Advisors, Inc | 100 | $3.38K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 100 | $3.38K | 0.00% | +100 | New |
| Beacon Capital Management, LLC | 50 | $1.68K | 0.00% | +1+2.0% | Added |
| Central Pacific Bank - Trust Division | 34 | $1.15K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16 | $541 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $202 | 0.00% | −400−98.5% | Reduced |
| BlackRock Inc. | 2 | $74 | 0.00% | −6−75.0% | Reduced |
| Huntington National Bank | 1 | $34 | 0.00% | −500−99.8% | Reduced |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −136,376−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,050−100.0% | Sold out |
| Raab & Moskowitz Asset Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −6,107−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −5,962−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −5,810−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Ziegler Capital Management, LLC | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |