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, Q4 2024
Institutional positions in Alliancebernstein Holding L.P. as of Dec 31, 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
- 291
- +40 vs. Q3 2024
- Shares held
- 25.8M
- +3.60M (+16.3%) vs. Q3 2024
- Total value
- $957.9M
- +$184.8M (+23.9%) vs. Q3 2024
- New holders
- 58
- 104 more added
- Sold out
- 18
- 46 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 4 | $148 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4 | $148 | 0.00% | +4 | New |
| Center for Financial Planning, Inc. | 10 | $371 | 0.00% | +10 | New |
| DHJJ Financial Advisors, Ltd. | 16 | $594 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 33 | $1.00K | 0.00% | −2,237−98.5% | Reduced |
| Central Pacific Bank - Trust Division | 34 | $1.26K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 45 | $1.67K | 0.00% | +45 | New |
| Beacon Capital Management, LLC | 52 | $1.92K | 0.00% | +1+2.0% | Added |
| Coppell Advisory Solutions LLC | 100 | $3.65K | 0.00% | −800−88.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $3.71K | 0.00% | −1,800−94.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 124 | $4.60K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 156 | $5.79K | 0.00% | +150+2,500.0% | Added |
| Whittier Trust Co of Nevada Inc | 159 | $5.90K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 177 | $6.68K | 0.01% | +177 | New |
| PFS Partners, LLC | 190 | $7.05K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 197 | $7.30K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 223 | $8.27K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 226 | $8.38K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 233 | $8.64K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 236 | $8.75K | 0.00% | +236 | New |
| Fourth Dimension Wealth, LLC | 240 | $8.90K | 0.00% | +240 | New |
| McIlrath & Eck, LLC | 250 | $9.27K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $9.27K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 255 | $9.46K | 0.00% | +155+155.0% | Added |
| Parallel Advisors, LLC | 298 | $11.1K | 0.00% | −250−45.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 300 | $11.1K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 300 | $11.1K | 0.01% | +300 | New |
| Delta Asset Management LLC | 310 | $11.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 312 | $11.6K | 0.00% | +312 | New |
| Harbour Investments, Inc. | 327 | $12.1K | 0.00% | +20+6.5% | Added |
| Mendota Financial Group, LLC | 334 | $12.4K | 0.01% | +7+2.1% | Added |
| CoreCap Advisors, LLC | 388 | $14.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 411 | $15.2K | 0.00% | +411 | New |
| SJS Investment Consulting Inc. | 420 | $15.6K | 0.00% | −500−54.3% | Reduced |
| Stonebridge Financial Group, LLC | 428 | $15.9K | 0.00% | +428 | New |
| Manchester Capital Management LLC | 472 | $16.2K | 0.00% | −99−17.3% | Reduced |
| Salem Investment Counselors Inc | 450 | $16.7K | 0.00% | −100−18.2% | Reduced |
| Clearstead Advisors, LLC | 494 | $18.3K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 500 | $18.5K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 500 | $18.5K | 0.00% | +498+24,900.0% | Added |
| Lee Danner & Bass Inc | 500 | $18.5K | 0.00% | +500 | New |
| Armstrong Advisory Group, Inc | 503 | $18.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 556 | $20.0K | 0.01% | +11+2.0% | Added |
| Sandy Spring Bank | 586 | $21.7K | 0.00% | +586 | New |
| CoreFirst Bank & Trust | 600 | $22.3K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 632 | $23.4K | 0.00% | +4+0.6% | Added |
| Transce3nd, LLC | 675 | $25.0K | 0.01% | +675 | New |
| PSI Advisors, LLC | 700 | $26.0K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 700 | $26.0K | 0.00% | +700 | New |
| Bokf, NA | 800 | $28.3K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 783 | $29.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 800 | $29.7K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 880 | $32.6K | 0.01% | +18+2.1% | Added |
| Truvestments Capital LLC | 894 | $33.2K | 0.01% | +18+2.1% | Added |
| Allworth Financial LP | 850 | $34.3K | 0.00% | +50+6.3% | Added |
| Fifth Third Bancorp | 1,000 | $37.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $37.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $37.1K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,000 | $37.1K | 0.02% | +1,000 | New |
| FSA Wealth Management LLC | 1,034 | $38.3K | 0.02% | +13+1.3% | Added |
| Glass Jacobson Investment Advisors llc | 1,076 | $39.9K | 0.01% | +22+2.1% | Added |
| GHP Investment Advisors, Inc. | 1,099 | $40.8K | 0.00% | +22+2.0% | Added |
| Clear Street Markets LLC | 1,100 | $40.8K | 0.02% | +1,100 | New |
| Kozak & Associates, Inc. | 1,088 | $41.0K | 0.01% | +13+1.2% | Added |
| CIBC Private Wealth Group, LLC | 1,177 | $43.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,300 | $48.2K | 0.00% | −900−40.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,435 | $53.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,500 | $55.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,501 | $55.7K | 0.00% | +75+5.3% | Added |
| Richards, Merrill & Peterson, Inc. | 1,515 | $56.2K | 0.03% | +1,515 | New |
| Mather Group, LLC. | 1,565 | $58.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,634 | $60.6K | 0.01% | +1,634 | New |
| The PNC Financial Services Group, Inc. | 1,929 | $71.5K | 0.00% | +319+19.8% | Added |
| Geneos Wealth Management Inc. | 1,937 | $71.8K | 0.00% | +23+1.2% | Added |
| Zions Bancorporation, N.A. | 2,000 | $74.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,279 | $84.5K | 0.01% | +45+2.0% | Added |
| Duncker Streett & Co Inc | 2,400 | $89.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,410 | $89.4K | 0.06% | +49+2.1% | Added |
| Golden State Wealth Management, LLC | 2,575 | $95.5K | 0.01% | +2,575 | New |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $96.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,611 | $96.8K | 0.01% | +2+0.1% | Added |
| Jones Financial Companies LLLP | 2,710 | $100.5K | 0.00% | +1,597+143.5% | Added |
| Oakworth Capital, Inc. | 2,900 | $107.6K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,847 | $114.9K | 0.01% | +550+23.9% | Added |
| GWM Advisors LLC | 3,253 | $120.7K | 0.00% | +18+0.6% | Added |
| Anchor Investment Management, LLC | 3,375 | $125.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,540 | $131.3K | 0.06% | +43+1.2% | Added |
| Washington Trust Co | 3,916 | $145.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,008 | $148.6K | 0.01% | +82+2.1% | Added |
| Atticus Wealth Management, LLC | 4,046 | $150.1K | 0.05% | +35+0.9% | Added |
| Bryn Mawr Trust Co | 5,150 | $191.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 5,445 | $202.0K | 0.00% | +5,445 | New |
| Summit Asset Management, LLC | 5,450 | $202.1K | 0.04% | +5,450 | New |
| Koshinski Asset Management, Inc. | 5,465 | $202.7K | 0.02% | +5,465 | New |
| Kestra Private Wealth Services, LLC | 5,647 | $209.4K | 0.00% | −2,095−27.1% | Reduced |
| Peddock Capital Advisors, LLC | 5,780 | $214.4K | 0.05% | +5,780 | New |
| Vision Financial Markets LLC | 5,800 | $215.1K | 0.23% | +5,800 | New |
| Integrated Wealth Concepts LLC | 5,870 | $217.7K | 0.00% | +5,870 | New |
| Steward Partners Investment Advisory, LLC | 5,946 | $220.5K | 0.00% | +1,103+22.8% | Added |