Skip to main content

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, Q3 2024

Institutional positions in Alliancebernstein Holding L.P. as of Sep 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
258
+13 vs. Q2 2024
Shares held
22.4M
+697.4K (+3.2%) vs. Q2 2024
Total value
$781.3M
+$47.1M (+6.4%) vs. Q2 2024
New holders
31
80 more added
Sold out
18
64 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 258 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 heldQ3 2024: $781.3M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q2 2024.

Institutions holding AB in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Consolidated Planning Corp7,051$246.0K0.04%00.0%Unchanged
Cary Street Partner Investment Advisory LLC7,132$248.9K0.01%−737−9.4%Reduced
Sax Wealth Advisors, LLC7,288$254.3K0.02%00.0%Unchanged
Pensionmark Financial Group, LLC7,300$254.7K0.01%−932−11.3%Reduced
Chicago Partners Investment Group LLC6,833$257.3K0.01%00.0%Unchanged
Rothschild Investment LLC7,500$261.7K0.02%00.0%Unchanged
Captrust Financial Advisors7,587$264.7K0.00%+355+4.9%Added
Essex Financial Services, Inc.6,995$265.2K0.02%00.0%Unchanged
Beck Mack & Oliver LLC7,658$267.2K0.01%00.0%Unchanged
Kestra Private Wealth Services, LLC7,742$270.1K0.00%+938+13.8%Added
Axiom Advisory, LLC7,950$272.3K0.00%+7,950New
Haverford Trust Co7,906$275.8K0.00%+7,906New
Second Line Capital, LLC7,907$275.9K0.08%+443+5.9%Added
One Capital Management, LLC8,029$280.1K0.01%00.0%Unchanged
Sittner & Nelson, LLC8,100$282.6K0.13%+6,000+285.7%Added
Aptus Capital Advisors, LLC8,122$283.4K0.00%+610+8.1%Added
Moody National Bank Trust Division8,347$291.2K0.03%+8,347New
David Loasby8,598$299.6K0.03%+162+1.9%Added
Freestone Capital Holdings, LLC8,801$307.1K0.01%−973−10.0%Reduced
Independent Advisor Alliance8,888$310.1K0.01%+203+2.3%Added
Chevy Chase Trust Holdings, Inc.9,000$314.0K0.00%00.0%Unchanged
Mercer Global Advisors Inc9,150$316.6K0.00%+2,074+29.3%Added
State of Wyoming9,087$317.0K0.05%−792−8.0%Reduced
Regal Investment Advisors LLC9,175$320.1K0.02%−1,745−16.0%Reduced
EP Wealth Advisors, LLC9,225$321.9K0.00%+9,225New
Wedbush Securities Inc9,420$329.0K0.01%+2,215+30.7%Added
Hudson Portfolio Management LLC9,450$329.7K0.32%+9,450New
Raymond James Trust N.A.9,522$332.2K0.01%−24−0.3%Reduced
Flagship Harbor Advisors, LLC9,668$337.3K0.02%+66+0.7%Added
Joel Isaacson & Co., LLC9,695$338.2K0.02%+193+2.0%Added
Western Wealth Management, LLC9,732$339.6K0.02%+5+0.1%Added
Merrion Investment Management Co, LLC10,000$348.9K0.23%00.0%Unchanged
Sonora Investment Management Group, LLC10,042$350.4K0.03%−1,350−11.9%Reduced
Cadent Capital Advisors, LLC10,080$351.7K0.12%00.0%Unchanged
Advisory Services Network, LLC10,601$358.2K0.01%00.0%Unchanged
Integrated Advisors Network LLC10,449$364.6K0.02%00.0%Unchanged
New England Research & Management, Inc.10,550$368.0K0.17%00.0%Unchanged
Nadler Financial Group, Inc.10,840$378.2K0.04%−3,000−21.7%Reduced
Kovitz Investment Group Partners, LLC10,843$378.3K0.00%−653−5.7%Reduced
US Bancorp11,290$393.9K0.00%+850+8.1%Added
Concurrent Investment Advisors, LLC11,297$394.1K0.01%−660−5.5%Reduced
Redmont Wealth Advisors LLC11,373$396.8K0.61%00.0%Unchanged
Ancora Advisors, LLC11,550$403.0K0.01%00.0%Unchanged
Birinyi Associates Inc11,662$407.0K0.12%−3,017−20.6%Reduced
Private Portfolio Partners LLC11,750$410.0K0.08%−293−2.4%Reduced
XTX Topco Ltd11,972$417.7K0.03%+11,972New
Canton Hathaway, LLC12,000$419.0K0.10%00.0%Unchanged
MAI Capital Management12,365$431.4K0.00%+104+0.8%Added
Prospera Financial Services Inc13,041$455.0K0.01%−110−0.8%Reduced
Beach Investment Counsel Inc13,325$465.0K0.06%00.0%Unchanged
F/M Investments LLC13,465$469.8K0.02%00.0%Unchanged
Shulman DeMeo Asset Management LLC13,669$476.9K0.12%+159+1.2%Added
CIBC World Markets Inc.13,878$484.0K0.00%+13,878New
Vident Advisory, LLC14,036$489.7K0.01%+216+1.6%Added
Segall Bryant & Hamill, LLC14,100$491.9K0.01%+14,100New
Kovack Advisors, Inc.14,610$509.7K0.05%−1,647−10.1%Reduced
Creative Planning15,005$523.5K0.00%+469+3.2%Added
Avantax Advisory Services, Inc.15,229$531.3K0.00%+1,510+11.0%Added
MML Investors Services, LLC15,447$539.0K0.00%−894−5.5%Reduced
Apollon Wealth Management, LLC15,565$543.1K0.02%−402−2.5%Reduced
Mutual Advisors, LLC14,218$545.4K0.02%+25+0.2%Added
American Trust Investment Advisors, LLC15,645$545.9K0.22%+15,645New
Herold Advisors, Inc.15,700$547.8K0.12%00.0%Unchanged
Resources Management Corp15,725$549.0K0.07%−300−1.9%Reduced
Goldman Sachs Group Inc15,914$555.2K0.00%−44,341−73.6%Reduced
Baldwin Brothers Inc17,525$611.4K0.04%00.0%Unchanged
Tritonpoint Wealth, LLC17,500$612.7K0.06%00.0%Unchanged
Jane Street Group, LLC17,757$619.5K0.00%−3,074−14.8%Reduced
Northwestern Mutual Wealth Management Co17,966$626.8K0.00%+517+3.0%Added
Sequoia Financial Advisors, LLC19,219$670.6K0.01%+19,219New
CI Private Wealth, LLC19,250$671.6K0.00%−6,150−24.2%Reduced
Oppenheimer & Co Inc19,262$672.1K0.01%−2,905−13.1%Reduced
Sanctuary Advisors, LLC19,071$678.6K0.00%+549+3.0%Added
Belpointe Asset Management LLC20,470$714.2K0.04%−1,029−4.8%Reduced
Truist Financial Corp20,911$729.6K0.00%+117+0.6%Added
Bramshill Investments, LLC22,246$776.2K0.09%+14+0.1%Added
Gsa Capital Partners LLP22,537$786.0K0.06%+22,537New
Oak Associates, Ltd23,214$809.9K0.05%00.0%Unchanged
Ameritas Advisory Services, LLC23,353$814.8K0.04%+910+4.1%Added
Neuberger Berman Group LLC23,576$822.6K0.00%−2,640−10.1%Reduced
Formidable Asset Management, LLC24,010$837.7K0.13%−6,450−21.2%Reduced
We Are One Seven, LLC24,151$842.6K0.04%+4,132+20.6%Added
Horizon Kinetics Asset Management LLC25,874$902.7K0.01%+25,874New
Jump Financial, LLC29,173$1.02M0.02%+20,310+229.2%Added
Mission Wealth Management, LP29,235$1.02M0.03%00.0%Unchanged
Johnson Investment Counsel Inc29,654$1.03M0.01%+29,654New
Stratos Wealth Partners, LTD.29,666$1.04M0.01%+17,279+139.5%Added
RBF Capital, LLC30,000$1.05M0.05%00.0%Unchanged
BNP Paribas Arbitrage, SA31,329$1.09M0.00%+3,339+11.9%Added
HighTower Advisors, LLC31,448$1.09M0.00%−23,924−43.2%Reduced
Alliancebernstein L.P.33,319$1.16M0.00%00.0%Unchanged
Susquehanna International Group, LLP34,229$1.19M0.00%−3,861−10.1%Reduced
Ameriprise Financial Inc34,458$1.20M0.00%−831−2.4%Reduced
Chilton Capital Management LLC35,550$1.24M0.05%+1,010+2.9%Added
Davenport & Co LLC36,022$1.26M0.01%−766−2.1%Reduced
Aristides Capital LLC36,500$1.27M0.53%00.0%Unchanged
Mariner, LLC38,409$1.34M0.00%+3,039+8.6%Added
Boston Partners40,115$1.40M0.00%−3,101−7.2%Reduced
Sit Investment Associates Inc40,200$1.40M0.03%00.0%Unchanged
M&T Bank Corp41,168$1.44M0.00%+3,490+9.3%Added