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.

Q1 2025 vs. Q4 2024

How the institutions holding Alliancebernstein Holding L.P. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of AB: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders2913292+4
Shares25.8M96.1K26.0M+383.5K (+1.5%)
Value$957.9M$3.56M$998.0M+$43.7M (+4.6%)

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Alliancebernstein Holding L.P. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to AB in Q1 2025
InstitutionSharesValue% of portfolio
683 Capital Management, LLC525,825$20.1M2.04%
Churchill Management Corp321,289$12.3M0.16%
Ursa Fund Management, LLC200,000$7.66M27.10%
Harvest Management LLC87,916$3.37M1.57%
Alpine Global Management, LLC79,979$3.06M0.81%
Bank of Montreal44,807$1.72M0.00%
GWN Securities Inc.27,804$1.11M0.06%
CSS LLC20,094$769.8K0.05%
Bahl & Gaynor Inc18,600$712.6K0.00%
Virtus ETF Advisers LLC15,613$598.1K0.39%
Brookwood Investment Group LLC15,495$593.6K0.10%
Wealth Preservation Advisors, LLC15,061$577.0K0.41%
Mackenzie Financial Corp14,620$560.1K0.00%
Resources Investment Advisors, LLC.14,294$547.6K0.01%
BluePath Capital Management, LLC13,715$525.4K0.55%
Vident Advisory, LLC13,467$515.9K0.01%
Proficio Capital Partners LLC13,355$513.8K0.04%
Sandia Investment Management LP13,355$511.6K1.49%
Future Fund LLC11,835$453.4K0.58%
Prevail Innovative Wealth Advisors, LLC11,019$422.1K0.11%
Chelsea Counsel Co10,500$402.3K0.22%
XTX Topco Ltd7,873$301.6K0.02%
J.W. Cole Advisors, Inc.7,575$290.2K0.01%
HFG Advisors, Inc.6,897$264.2K0.23%
Northern Trust Corp6,879$263.5K0.00%
PFG Investments, LLC5,958$228.2K0.01%
Change Path, LLC5,371$205.8K0.01%
Capital Investment Advisors, LLC5,255$201.3K0.00%
NBC Securities, Inc.2,292$87.0K0.01%
Zions Bancorporation, National Association2,000$76.6K0.00%
Costello Asset Management, INC1,900$72.8K0.03%
Harbor Investment Advisory, LLC1,250$47.9K0.00%
Mountain Hill Investment Partners Corp.1,000$38.3K0.04%
Boston Private Wealth LLC825$31.6K0.00%
Ameriflex Group, Inc.714$27.4K0.01%
Equitec Proprietary Markets, LLC500$19.2K0.05%
Coldstream Capital Management Inc411$15.8K0.00%
Private Wealth Asset Management, LLC400$15.3K0.00%
Rossby Financial, LCC300$11.3K0.00%
MJT & Associates Financial Advisory Group, Inc.187$7.16K0.01%
PEAK6 LLC162$6.21K0.00%
Kessler Investment Group, LLC70$2.68K0.00%
Assetmark, Inc43$1.65K0.00%
Skopos Labs, Inc.13$4990.00%
Laurel Wealth Advisors LLC5$1920.00%

Sold out (41)

Institutions that held Alliancebernstein Holding L.P. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of AB in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Natixis660,700$24.5M
Cresset Asset Management, LLC495,375$18.4M
Manufacturers Life Insurance Company, The357,445$13.3M
Basswood Capital Management, L.L.C.277,697$10.3M
Payne Capital Management, LLC147,794$5.48M
Barclays PLC147,100$5.46M
Bastion Asset Management Inc.37,619$1.37M
K.J. Harrison & Partners Inc20,000$741.2K
Virtus Investment Advisers, Inc.15,000$556.4K
State of Tennessee, Treasury Department14,450$536.0K
Kovack Advisors, Inc.12,239$453.9K
Kovitz Investment Group Partners, LLC10,904$404.4K
Retirement Planning Co of New England, Inc.7,008$259.9K
Blair William & Co6,989$259.2K
Brown Brothers Harriman & Co6,630$245.9K
Beacon Pointe Advisors, LLC6,554$243.1K
Gateway Wealth Partners, LLC6,100$226.2K
Envestnet Asset Management Inc5,445$202.0K
Proequities, Inc.2,847$114.9K
Duncker Streett & Co Inc2,400$89.0K
HHM Wealth Advisors, LLC1,634$60.6K
Luken Investment Analytics, LLC1,000$37.1K
GAMMA Investing LLC800$29.7K
Van Hulzen Asset Management, LLC700$26.0K
CoreFirst Bank & Trust600$22.3K
Sandy Spring Bank586$21.7K
Lee Danner & Bass Inc500$18.5K
Stonebridge Financial Group, LLC428$15.9K
Cullen/Frost Bankers, Inc.411$15.2K
Mendota Financial Group, LLC334$12.4K
Ronald Blue Trust, Inc.312$11.6K
McIlrath & Eck, LLC250$9.27K
Fortitude Family Office, LLC233$8.64K
Fortis Group Advisors, LLC223$8.27K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC156$5.79K
Brown, Lisle/Cummings, Inc.124$4.60K
Coppell Advisory Solutions LLC100$3.65K
Beacon Capital Management, LLC52$1.92K
Central Pacific Bank - Trust Division34$1.26K
Center for Financial Planning, Inc.10$371
Talon Private Wealth, LLC4$148

Not filed for Q1 2025 yet (3)

Institutions that held Alliancebernstein Holding L.P. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AB in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Phase 2 Partners, LLC75,743$2.81M
Private Portfolio Partners LLC18,359$680.9K
Zions Bancorporation, N.A.2,000$74.2K