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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 4,046 | $150.1K | 0.05% | +35+0.9% | Added |
| SRS Capital Advisors, Inc. | 4,008 | $148.6K | 0.01% | +82+2.1% | Added |
| Washington Trust Co | 3,916 | $145.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,540 | $131.3K | 0.06% | +43+1.2% | Added |
| Anchor Investment Management, LLC | 3,375 | $125.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,253 | $120.7K | 0.00% | +18+0.6% | Added |
| Proequities, Inc. | 2,847 | $114.9K | 0.01% | +550+23.9% | Added |
| Oakworth Capital, Inc. | 2,900 | $107.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,710 | $100.5K | 0.00% | +1,597+143.5% | Added |
| EverSource Wealth Advisors, LLC | 2,611 | $96.8K | 0.01% | +2+0.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $96.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,575 | $95.5K | 0.01% | +2,575 | New |
| Twin Lakes Capital Management, LLC | 2,410 | $89.4K | 0.06% | +49+2.1% | Added |
| Duncker Streett & Co Inc | 2,400 | $89.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,279 | $84.5K | 0.01% | +45+2.0% | Added |
| Zions Bancorporation, N.A. | 2,000 | $74.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,937 | $71.8K | 0.00% | +23+1.2% | Added |
| The PNC Financial Services Group, Inc. | 1,929 | $71.5K | 0.00% | +319+19.8% | Added |
| HHM Wealth Advisors, LLC | 1,634 | $60.6K | 0.01% | +1,634 | New |
| Mather Group, LLC. | 1,565 | $58.0K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,515 | $56.2K | 0.03% | +1,515 | New |
| Farther Finance Advisors, LLC | 1,501 | $55.7K | 0.00% | +75+5.3% | Added |
| Larson Financial Group LLC | 1,500 | $55.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,435 | $53.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,300 | $48.2K | 0.00% | −900−40.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,177 | $43.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,088 | $41.0K | 0.01% | +13+1.2% | Added |
| Clear Street Markets LLC | 1,100 | $40.8K | 0.02% | +1,100 | New |
| GHP Investment Advisors, Inc. | 1,099 | $40.8K | 0.00% | +22+2.0% | Added |
| Glass Jacobson Investment Advisors llc | 1,076 | $39.9K | 0.01% | +22+2.1% | Added |
| FSA Wealth Management LLC | 1,034 | $38.3K | 0.02% | +13+1.3% | 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 |
| Allworth Financial LP | 850 | $34.3K | 0.00% | +50+6.3% | Added |
| Truvestments Capital LLC | 894 | $33.2K | 0.01% | +18+2.1% | Added |
| Cape Investment Advisory, Inc. | 880 | $32.6K | 0.01% | +18+2.1% | Added |
| GAMMA Investing LLC | 800 | $29.7K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 783 | $29.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 800 | $28.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 700 | $26.0K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 700 | $26.0K | 0.00% | +700 | New |
| Transce3nd, LLC | 675 | $25.0K | 0.01% | +675 | New |
| Principal Securities, Inc. | 632 | $23.4K | 0.00% | +4+0.6% | Added |
| CoreFirst Bank & Trust | 600 | $22.3K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 586 | $21.7K | 0.00% | +586 | New |
| Avion Wealth | 556 | $20.0K | 0.01% | +11+2.0% | Added |
| Armstrong Advisory Group, Inc | 503 | $18.7K | 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 |
| Clearstead Advisors, LLC | 494 | $18.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 450 | $16.7K | 0.00% | −100−18.2% | Reduced |
| Manchester Capital Management LLC | 472 | $16.2K | 0.00% | −99−17.3% | Reduced |
| Stonebridge Financial Group, LLC | 428 | $15.9K | 0.00% | +428 | New |
| SJS Investment Consulting Inc. | 420 | $15.6K | 0.00% | −500−54.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 411 | $15.2K | 0.00% | +411 | New |
| CoreCap Advisors, LLC | 388 | $14.4K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 334 | $12.4K | 0.01% | +7+2.1% | Added |
| Harbour Investments, Inc. | 327 | $12.1K | 0.00% | +20+6.5% | Added |
| Ronald Blue Trust, Inc. | 312 | $11.6K | 0.00% | +312 | New |
| Delta Asset Management LLC | 310 | $11.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 300 | $11.1K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 300 | $11.1K | 0.01% | +300 | New |
| Parallel Advisors, LLC | 298 | $11.1K | 0.00% | −250−45.6% | Reduced |
| IFP Advisors, Inc | 255 | $9.46K | 0.00% | +155+155.0% | Added |
| McIlrath & Eck, LLC | 250 | $9.27K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $9.27K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 240 | $8.90K | 0.00% | +240 | New |
| National Bank of Canada | 236 | $8.75K | 0.00% | +236 | New |
| Fortitude Family Office, LLC | 233 | $8.64K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 226 | $8.38K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 223 | $8.27K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 197 | $7.30K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 190 | $7.05K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 177 | $6.68K | 0.01% | +177 | New |
| Whittier Trust Co of Nevada Inc | 159 | $5.90K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 156 | $5.79K | 0.00% | +150+2,500.0% | Added |
| Brown, Lisle/Cummings, Inc. | 124 | $4.60K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $3.71K | 0.00% | −1,800−94.7% | Reduced |
| Coppell Advisory Solutions LLC | 100 | $3.65K | 0.00% | −800−88.9% | Reduced |
| Beacon Capital Management, LLC | 52 | $1.92K | 0.00% | +1+2.0% | Added |
| Tower Research Capital LLC (TRC) | 45 | $1.67K | 0.00% | +45 | New |
| Central Pacific Bank - Trust Division | 34 | $1.26K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 33 | $1.00K | 0.00% | −2,237−98.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 16 | $594 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $371 | 0.00% | +10 | New |
| Talon Private Wealth, LLC | 4 | $148 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4 | $148 | 0.00% | +4 | New |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −204,000−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −90,714−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −46,433−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,537−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −14,036−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,972−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,225−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −7,132−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |