Alliancebernstein Holding L.P.

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0000825313

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Alliancebernstein Holding L.P. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of AB: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	248	3	258	+13
Shares	21.7M	19.2K	22.4M	+697.4K (+3.2%)
Value	$734.8M	$648.2K	$781.3M	+$47.1M (+6.4%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Alliancebernstein Holding L.P. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to AB in Q3 2024
Institution	Shares	Value	% of portfolio
International Assets Investment Management, LLC	90,714	$2.60M	0.01%
Phase 2 Partners, LLC	60,905	$2.12M	1.25%
Moody Aldrich Partners LLC	59,294	$2.07M	0.38%
Johnson Investment Counsel Inc	29,654	$1.03M	0.01%
Horizon Kinetics Asset Management LLC	25,874	$902.7K	0.01%
Gsa Capital Partners LLP	22,537	$786.0K	0.06%
Sequoia Financial Advisors, LLC	19,219	$670.6K	0.01%
American Trust Investment Advisors, LLC	15,645	$545.9K	0.22%
Segall Bryant & Hamill, LLC	14,100	$491.9K	0.01%
CIBC World Markets Inc.	13,878	$484.0K	0.00%
XTX Topco Ltd	11,972	$417.7K	0.03%
Hudson Portfolio Management LLC	9,450	$329.7K	0.32%
EP Wealth Advisors, LLC	9,225	$321.9K	0.00%
Moody National Bank Trust Division	8,347	$291.2K	0.03%
Haverford Trust Co	7,906	$275.8K	0.00%
Axiom Advisory, LLC	7,950	$272.3K	0.00%
Levin Capital Strategies, L.P.	7,000	$244.2K	0.02%
Sheaff Brock Investment Advisors, LLC	6,810	$237.6K	0.02%
Bryn Mawr Trust Co	5,150	$179.7K	0.00%
FSA Wealth Management LLC	1,021	$35.6K	0.01%
Coppell Advisory Solutions LLC	900	$31.5K	0.00%
Truvestments Capital LLC	876	$30.6K	0.01%
Bokf, NA	800	$27.9K	0.00%
Jaffetilchin Investment Partners, LLC	747	$26.1K	0.00%
CoreFirst Bank & Trust	600	$20.9K	0.01%
Planned Solutions, Inc.	541	$18.9K	0.01%
Mendota Financial Group, LLC	327	$11.4K	0.01%
BOK Financial Private Wealth, Inc.	300	$10.5K	0.00%
Fortitude Family Office, LLC	233	$8.13K	0.00%
Talon Private Wealth, LLC	4	$140	0.00%
BlackRock, Inc.	2	$76	0.00%

Sold out (18)

Institutions that held Alliancebernstein Holding L.P. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of AB in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Kestra Advisory Services, LLC	95,069	$3.21M
General American Investors Co Inc	79,344	$2.68M
Prevail Innovative Wealth Advisors, LLC	35,011	$1.18M
Colony Group, LLC	15,639	$528.0K
Gateway Advisory, LLC	9,000	$304.1K
Integrated Wealth Concepts LLC	6,249	$211.1K
State of Tennessee, Treasury Department	4,552	$153.8K
Redwood Wealth Management Group, LLC	4,010	$135.5K
Global Retirement Partners, LLC	3,406	$115.1K
Tower Research Capital LLC (TRC)	1,222	$41.3K
Optimum Investment Advisors	1,200	$40.5K
Private Trust Co NA	500	$16.9K
Community Bank, N.A.	500	$16.9K
Asset Dedication, LLC	326	$11.0K
Main Street Group, LTD	300	$10.0K
Scarborough Advisors, LLC	255	$8.63K
Voisard Asset Management Group, Inc.	220	$7.43K
Triad Wealth Partners, LLC	150	$5.07K

Not filed for Q3 2024 yet (3)

Institutions that held Alliancebernstein Holding L.P. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AB in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Karpas Strategies, LLC	18,670	$630.9K
ICA Group Wealth Management, LLC	512	$17.3K
BlackRock Inc.	2	$74