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.

Q4 2024 vs. Q3 2024

How the institutions holding Alliancebernstein Holding L.P. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of AB: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	258	7	291	+40
Shares	22.4M	235.1K	25.8M	+3.60M (+16.3%)
Value	$781.3M	$8.20M	$957.9M	+$184.8M (+23.9%)

7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Alliancebernstein Holding L.P. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to AB in Q4 2024
Institution	Shares	Value	% of portfolio
Basswood Capital Management, L.L.C.	277,697	$10.3M	0.60%
Four Tree Island Advisory LLC	234,436	$8.70M	6.01%
Invesco Ltd.	223,977	$8.31M	0.00%
Raymond James Financial Inc	180,187	$6.68M	0.00%
Payne Capital Management, LLC	147,794	$5.48M	2.36%
Kestra Advisory Services, LLC	98,869	$3.67M	0.02%
Lombard Odier Asset Management (Europe) Ltd	80,000	$2.97M	0.19%
Capital Advisory Group Advisory Services, LLC	43,631	$1.62M	0.58%
Bastion Asset Management Inc.	37,619	$1.37M	0.91%
Wiley Bros.-Aintree Capital, LLC	26,628	$1.00M	0.01%
First National Trust Co	26,824	$994.9K	0.04%
Colony Group, LLC	21,771	$807.6K	0.00%
K.J. Harrison & Partners Inc	20,000	$741.2K	0.12%
10Elms LLP	15,971	$592.4K	0.61%
Virtus Investment Advisers, Inc.	15,000	$556.4K	0.44%
State of Tennessee, Treasury Department	14,450	$536.0K	0.00%
National Philanthropic Trust	13,000	$482.2K	0.01%
JBR Co Financial Management Inc	11,571	$429.2K	0.26%
Keystone Financial Group	11,478	$406.5K	0.04%
MONECO Advisors, LLC	10,802	$400.6K	0.04%
Mallini Complete Financial Planning LLC	–	$334.9K	0.32%
Summit Trail Advisors, LLC	8,755	$324.7K	0.01%
Perigon Wealth Management, LLC	7,891	$290.2K	0.01%
Cary Street Partners Financial LLC	7,499	$278.1K	0.01%
Atria Wealth Solutions, Inc.	7,471	$277.1K	0.00%
Opal Wealth Advisors, LLC	7,111	$263.7K	0.08%
Retirement Planning Co of New England, Inc.	7,008	$259.9K	0.13%
Wolverine Trading, LLC	6,850	$249.8K	0.01%
Brown Brothers Harriman & Co	6,630	$245.9K	0.00%
Beacon Pointe Advisors, LLC	6,554	$243.1K	0.00%
Tepp RIA, LLC	6,283	$233.0K	0.34%
Gateway Wealth Partners, LLC	6,100	$226.2K	0.06%
Causey Wealth LLC	6,035	$223.8K	0.13%
Integrated Wealth Concepts LLC	5,870	$217.7K	0.00%
Vision Financial Markets LLC	5,800	$215.1K	0.23%
Peddock Capital Advisors, LLC	5,780	$214.4K	0.05%
Koshinski Asset Management, Inc.	5,465	$202.7K	0.02%
Summit Asset Management, LLC	5,450	$202.1K	0.04%
Envestnet Asset Management Inc	5,445	$202.0K	0.00%
Golden State Wealth Management, LLC	2,575	$95.5K	0.01%
HHM Wealth Advisors, LLC	1,634	$60.6K	0.01%
Richards, Merrill & Peterson, Inc.	1,515	$56.2K	0.03%
Clear Street Markets LLC	1,100	$40.8K	0.02%
Luken Investment Analytics, LLC	1,000	$37.1K	0.02%
Van Hulzen Asset Management, LLC	700	$26.0K	0.00%
Transce3nd, LLC	675	$25.0K	0.01%
Sandy Spring Bank	586	$21.7K	0.00%
Lee Danner & Bass Inc	500	$18.5K	0.00%
Stonebridge Financial Group, LLC	428	$15.9K	0.00%
Cullen/Frost Bankers, Inc.	411	$15.2K	0.00%
Ronald Blue Trust, Inc.	312	$11.6K	0.00%
Vermillion Wealth Management, Inc.	300	$11.1K	0.01%
Fourth Dimension Wealth, LLC	240	$8.90K	0.00%
National Bank of Canada	236	$8.75K	0.00%
Hurley Capital, LLC	177	$6.68K	0.01%
Tower Research Capital LLC (TRC)	45	$1.67K	0.00%
Center for Financial Planning, Inc.	10	$371	0.00%
Orion Capital Management LLC	4	$148	0.00%

Sold out (18)

Institutions that held Alliancebernstein Holding L.P. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of AB in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Miller Howard Investments Inc	204,000	$7.12M
International Assets Investment Management, LLC	90,714	$2.60M
KMG Fiduciary Partners, LLC	46,433	$1.62M
Gsa Capital Partners LLP	22,537	$786.0K
Vident Advisory, LLC	14,036	$489.7K
XTX Topco Ltd	11,972	$417.7K
EP Wealth Advisors, LLC	9,225	$321.9K
Cary Street Partner Investment Advisory LLC	7,132	$248.9K
Levin Capital Strategies, L.P.	7,000	$244.2K
Thrivent Financial for Lutherans	6,720	$234.0K
Harbor Advisors LLC	6,000	$209.3K
Pure Financial Advisors, Inc.	5,894	$205.6K
NBC Securities, Inc.	736	$25.0K
Western Pacific Wealth Management, LP	700	$24.4K
Planned Solutions, Inc.	541	$18.9K
Jamison Private Wealth Management, Inc.	437	$15.2K
Guardian Wealth Management, Inc.	296	$10.3K
McMahon Financial Advisors, LLC	100	$3.49K

Not filed for Q4 2024 yet (7)

Institutions that held Alliancebernstein Holding L.P. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AB in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James Financial Services Advisors, Inc.	152,133	$5.31M
Raymond James & Associates	62,202	$2.17M
Raymond James Trust N.A.	9,522	$332.2K
Axiom Advisory, LLC	7,950	$272.3K
Planning Capital Management Corp	1,733	$60.5K
FinTrust Capital Advisors, LLC	1,385	$48.3K
Carmichael Hill & Associates, Inc.	200	$6.98K