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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.

Institutional holdersQ4 2024: 291 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 heldQ4 2024: $957.9M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q3 2024.

Institutions holding AB in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Apollon Wealth Management, LLC16,976$629.6K0.01%+1,411+9.1%Added
Avantax Advisory Services, Inc.16,730$620.5K0.00%+1,501+9.9%Added
Highland Capital Management, LLC16,433$609.5K0.03%−29,450−64.2%Reduced
Northwestern Mutual Wealth Management Co16,276$603.7K0.00%−1,690−9.4%Reduced
10Elms LLP15,971$592.4K0.61%+15,971New
New England Research & Management, Inc.15,950$592.0K0.30%+5,400+51.2%Added
Resources Management Corp15,725$583.0K0.08%00.0%Unchanged
Herold Advisors, Inc.15,700$582.3K0.13%00.0%Unchanged
Creative Planning15,012$556.8K0.00%+70.0%Added
Virtus Investment Advisers, Inc.15,000$556.4K0.44%+15,000New
Concurrent Investment Advisors, LLC14,815$549.5K0.01%+3,518+31.1%Added
State of Tennessee, Treasury Department14,450$536.0K0.00%+14,450New
Mutual Advisors, LLC14,244$523.7K0.02%+26+0.2%Added
Segall Bryant & Hamill, LLC14,100$523.0K0.01%00.0%Unchanged
Shulman DeMeo Asset Management LLC13,835$513.1K0.14%+166+1.2%Added
F/M Investments LLC13,465$499.4K0.02%00.0%Unchanged
Prospera Financial Services Inc13,233$490.8K0.01%+192+1.5%Added
Sanctuary Advisors, LLC12,203$486.0K0.00%−6,868−36.0%Reduced
National Philanthropic Trust13,000$482.2K0.01%+13,000New
MAI Capital Management12,488$463.2K0.00%+123+1.0%Added
Advisory Services Network, LLC12,474$462.6K0.01%+1,873+17.7%Added
Kovack Advisors, Inc.12,239$453.9K0.04%−2,371−16.2%Reduced
Beach Investment Counsel Inc12,125$450.0K0.06%−1,200−9.0%Reduced
Canton Hathaway, LLC12,000$445.0K0.11%00.0%Unchanged
Mercer Global Advisors Inc11,727$435.0K0.00%+2,577+28.2%Added
JBR Co Financial Management Inc11,571$429.2K0.26%+11,571New
Ancora Advisors, LLC11,550$428.4K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC11,373$421.8K0.73%00.0%Unchanged
Birinyi Associates Inc11,192$415.1K0.11%−470−4.0%Reduced
MML Investors Services, LLC11,128$413.0K0.00%−4,319−28.0%Reduced
Keystone Financial Group11,478$406.5K0.04%+11,478New
Kovitz Investment Group Partners, LLC10,904$404.4K0.00%+61+0.6%Added
Nadler Financial Group, Inc.10,840$402.1K0.04%00.0%Unchanged
MONECO Advisors, LLC10,802$400.6K0.04%+10,802New
Wedbush Securities Inc10,770$399.0K0.01%+1,350+14.3%Added
State of Wyoming10,462$388.0K0.05%+1,375+15.1%Added
Integrated Advisors Network LLC10,449$387.6K0.02%00.0%Unchanged
Johnson Investment Counsel Inc10,434$387.0K0.00%−19,220−64.8%Reduced
Zevin Asset Management LLC10,308$382.0K0.06%+4,378+73.8%Added
Jaffetilchin Investment Partners, LLC10,220$379.0K0.03%+9,473+1,268.1%Added
US Bancorp10,155$376.6K0.00%−1,135−10.1%Reduced
Cadent Capital Advisors, LLC10,080$373.9K0.13%00.0%Unchanged
Joel Isaacson & Co., LLC9,896$367.0K0.02%+201+2.1%Added
Western Wealth Management, LLC9,737$361.2K0.02%+5+0.1%Added
Independent Advisor Alliance9,518$353.0K0.00%+630+7.1%Added
Hudson Portfolio Management LLC9,450$350.5K0.34%00.0%Unchanged
Flagship Harbor Advisors, LLC9,204$341.4K0.02%−464−4.8%Reduced
Mallini Complete Financial Planning LLC–$334.9K0.32%–New
Sonora Investment Management Group, LLC9,012$334.3K0.03%−1,030−10.3%Reduced
Chevy Chase Trust Holdings, Inc.9,000$333.8K0.00%00.0%Unchanged
Summit Trail Advisors, LLC8,755$324.7K0.01%+8,755New
Aptus Capital Advisors, LLC8,721$323.5K0.00%+599+7.4%Added
Pensionmark Financial Group, LLC8,717$323.3K0.01%+1,417+19.4%Added
Captrust Financial Advisors8,597$318.9K0.00%+1,010+13.3%Added
Second Line Capital, LLC8,501$315.3K0.09%+594+7.5%Added
Moody National Bank Trust Division8,330$309.0K0.03%−17−0.2%Reduced
Regal Investment Advisors LLC8,259$306.3K0.02%−916−10.0%Reduced
David Loasby8,598$304.6K0.03%00.0%Unchanged
Sittner & Nelson, LLC8,100$300.4K0.13%00.0%Unchanged
One Capital Management, LLC8,029$297.8K0.01%00.0%Unchanged
Equitable Holdings, Inc.7,908$293.3K0.00%+1,366+20.9%Added
Haverford Trust Co7,906$293.2K0.00%00.0%Unchanged
Perigon Wealth Management, LLC7,891$290.2K0.01%+7,891New
Freestone Capital Holdings, LLC7,801$289.3K0.01%−1,000−11.4%Reduced
Beck Mack & Oliver LLC7,658$284.0K0.01%00.0%Unchanged
Rothschild Investment LLC7,500$278.2K0.02%00.0%Unchanged
Cary Street Partners Financial LLC7,499$278.1K0.01%+7,499New
Atria Wealth Solutions, Inc.7,471$277.1K0.00%+7,471New
Sax Wealth Advisors, LLC7,288$270.3K0.02%00.0%Unchanged
Opal Wealth Advisors, LLC7,111$263.7K0.08%+7,111New
Consolidated Planning Corp7,051$261.5K0.04%00.0%Unchanged
Retirement Planning Co of New England, Inc.7,008$259.9K0.13%+7,008New
Davidson Trust Co7,000$259.6K0.13%00.0%Unchanged
Essex Financial Services, Inc.6,995$259.4K0.02%00.0%Unchanged
Blair William & Co6,989$259.2K0.00%00.0%Unchanged
Chicago Partners Investment Group LLC6,833$251.9K0.01%00.0%Unchanged
Wolverine Trading, LLC6,850$249.8K0.01%+6,850New
Sheaff Brock Investment Advisors, LLC6,680$247.8K0.02%−130−1.9%Reduced
Van Cleef Asset Management,Inc6,650$246.6K0.03%00.0%Unchanged
Brown Brothers Harriman & Co6,630$245.9K0.00%+6,630New
IPG Investment Advisors LLC6,605$245.0K0.06%00.0%Unchanged
Beacon Pointe Advisors, LLC6,554$243.1K0.00%+6,554New
Merrion Investment Management Co, LLC6,500$241.1K0.17%−3,500−35.0%Reduced
Fiduciary Group LLC6,465$239.8K0.02%00.0%Unchanged
Tepp RIA, LLC6,283$233.0K0.34%+6,283New
Ieq Capital, LLC6,200$230.0K0.00%00.0%Unchanged
Gateway Wealth Partners, LLC6,100$226.2K0.06%+6,100New
Schwarz Dygos Wheeler Investment Advisors LLC6,095$226.1K0.06%00.0%Unchanged
Roberts Glore & Co Inc6,050$224.4K0.07%00.0%Unchanged
Old North State Trust, LLC6,035$224.0K0.14%00.0%Unchanged
Causey Wealth LLC6,035$223.8K0.13%+6,035New
Steward Partners Investment Advisory, LLC5,946$220.5K0.00%+1,103+22.8%Added
Integrated Wealth Concepts LLC5,870$217.7K0.00%+5,870New
Vision Financial Markets LLC5,800$215.1K0.23%+5,800New
Peddock Capital Advisors, LLC5,780$214.4K0.05%+5,780New
Kestra Private Wealth Services, LLC5,647$209.4K0.00%−2,095−27.1%Reduced
Koshinski Asset Management, Inc.5,465$202.7K0.02%+5,465New
Summit Asset Management, LLC5,450$202.1K0.04%+5,450New
Envestnet Asset Management Inc5,445$202.0K0.00%+5,445New
Bryn Mawr Trust Co5,150$191.0K0.00%00.0%Unchanged