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, Q1 2025
Institutional positions in Alliancebernstein Holding L.P. as of Mar 31, 2025. 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
- 292
- +4 vs. Q4 2024
- Shares held
- 26.0M
- +383.5K (+1.5%) vs. Q4 2024
- Total value
- $998.0M
- +$43.7M (+4.6%) vs. Q4 2024
- New holders
- 45
- 86 more added
- Sold out
- 41
- 66 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 1 | $30 | 0.00% | −1,176−99.9% | Reduced |
| Huntington National Bank | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4 | $153 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5 | $192 | 0.00% | +5 | New |
| Skopos Labs, Inc. | 13 | $499 | 0.00% | +13 | New |
| DHJJ Financial Advisors, Ltd. | 16 | $613 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 43 | $1.65K | 0.00% | +43 | New |
| Kessler Investment Group, LLC | 70 | $2.68K | 0.00% | +70 | New |
| Harbour Investments, Inc. | 90 | $3.45K | 0.00% | −237−72.5% | Reduced |
| IFP Advisors, Inc | 100 | $3.83K | 0.00% | −155−60.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $3.83K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 159 | $6.09K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 162 | $6.21K | 0.00% | +162 | New |
| Hurley Capital, LLC | 182 | $6.98K | 0.01% | +5+2.8% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 187 | $7.16K | 0.01% | +187 | New |
| PFS Partners, LLC | 190 | $7.28K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 197 | $7.54K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 200 | $7.66K | 0.00% | −1,365−87.2% | Reduced |
| TD Capital Management LLC | 226 | $8.65K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 240 | $9.19K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 250 | $9.58K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 300 | $11.3K | 0.00% | +300 | New |
| BOK Financial Private Wealth, Inc. | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 306 | $11.7K | 0.00% | +70+29.7% | Added |
| Delta Asset Management LLC | 310 | $11.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 348 | $13.3K | 0.00% | +50+16.8% | Added |
| CoreCap Advisors, LLC | 388 | $14.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 400 | $15.3K | 0.00% | +400 | New |
| Manchester Capital Management LLC | 407 | $15.6K | 0.00% | −65−13.8% | Reduced |
| Coldstream Capital Management Inc | 411 | $15.8K | 0.00% | +411 | New |
| SJS Investment Consulting Inc. | 420 | $16.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 450 | $17.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 503 | $18.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 494 | $18.9K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 500 | $19.2K | 0.00% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 500 | $19.2K | 0.05% | +500 | New |
| Avion Wealth | 556 | $20.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 550 | $20.8K | 0.00% | −300−35.3% | Reduced |
| FSA Wealth Management LLC | 604 | $23.1K | 0.01% | −430−41.6% | Reduced |
| Principal Securities, Inc. | 632 | $23.4K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 675 | $25.9K | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 675 | $25.9K | 0.00% | +175+35.0% | Added |
| PSI Advisors, LLC | 700 | $26.8K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 714 | $27.4K | 0.01% | +714 | New |
| Cape Investment Advisory, Inc. | 740 | $28.4K | 0.01% | −140−15.9% | Reduced |
| GoalVest Advisory LLC | 783 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 800 | $30.6K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 825 | $31.6K | 0.00% | +825 | New |
| Truvestments Capital LLC | 920 | $35.2K | 0.01% | +26+2.9% | Added |
| Tower Research Capital LLC (TRC) | 987 | $37.8K | 0.00% | +942+2,093.3% | Added |
| Fifth Third Bancorp | 1,000 | $38.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $38.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $38.3K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 1,000 | $38.3K | 0.04% | +1,000 | New |
| Glass Jacobson Investment Advisors llc | 1,076 | $39.9K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,107 | $41.8K | 0.01% | +19+1.7% | Added |
| GHP Investment Advisors, Inc. | 1,131 | $43.3K | 0.00% | +32+2.9% | Added |
| Harbor Investment Advisory, LLC | 1,250 | $47.9K | 0.00% | +1,250 | New |
| Umb Bank N A | 1,300 | $49.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,400 | $53.6K | 0.00% | −1,500−51.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,435 | $55.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,500 | $57.5K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,515 | $58.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,829 | $70.1K | 0.00% | −100−5.2% | Reduced |
| Costello Asset Management, INC | 1,900 | $72.8K | 0.03% | +1,900 | New |
| Geneos Wealth Management Inc. | 1,969 | $75.4K | 0.00% | +32+1.7% | Added |
| Zions Bancorporation, National Association | 2,000 | $76.6K | 0.00% | +2,000 | New |
| Citigroup Inc | 2,000 | $76.6K | 0.00% | −835,417−99.8% | Reduced |
| NBC Securities, Inc. | 2,292 | $87.0K | 0.01% | +2,292 | New |
| North Star Investment Management Corp. | 2,341 | $89.7K | 0.01% | +62+2.7% | Added |
| Atticus Wealth Management, LLC | 2,345 | $89.8K | 0.03% | −1,701−42.0% | Reduced |
| Twin Lakes Capital Management, LLC | 2,479 | $95.0K | 0.06% | +69+2.9% | Added |
| Golden State Wealth Management, LLC | 2,575 | $98.6K | 0.01% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $100.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,614 | $100.1K | 0.01% | +3+0.1% | Added |
| Washington Trust Co | 3,116 | $119.4K | 0.00% | −800−20.4% | Reduced |
| GWM Advisors LLC | 3,279 | $125.6K | 0.00% | +26+0.8% | Added |
| Anchor Investment Management, LLC | 3,375 | $129.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,501 | $134.3K | 0.00% | +791+29.2% | Added |
| Caldwell Sutter Capital, Inc. | 3,605 | $138.1K | 0.07% | +65+1.8% | Added |
| SRS Capital Advisors, Inc. | 4,122 | $157.9K | 0.01% | +114+2.8% | Added |
| Steward Partners Investment Advisory, LLC | 4,135 | $158.4K | 0.00% | −1,811−30.5% | Reduced |
| Bryn Mawr Trust Co | 5,150 | $197.3K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,255 | $201.3K | 0.00% | +5,255 | New |
| Change Path, LLC | 5,371 | $205.8K | 0.01% | +5,371 | New |
| Summit Asset Management, LLC | 5,450 | $208.8K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,465 | $209.4K | 0.02% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,485 | $210.1K | 0.06% | −565−9.3% | Reduced |
| Peddock Capital Advisors, LLC | 5,780 | $221.4K | 0.06% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 5,800 | $222.2K | 0.24% | 00.0% | Unchanged |
| Old North State Trust, LLC | 6,035 | $224.0K | 0.14% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,881 | $225.3K | 0.00% | +11+0.2% | Added |
| Kestra Private Wealth Services, LLC | 5,904 | $226.2K | 0.00% | +257+4.6% | Added |
| PFG Investments, LLC | 5,958 | $228.2K | 0.01% | +5,958 | New |
| IPG Investment Advisors LLC | 6,025 | $230.8K | 0.05% | −580−8.8% | Reduced |
| Causey Wealth LLC | 6,035 | $231.2K | 0.13% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $233.5K | 0.06% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 6,117 | $234.3K | 0.02% | −1,171−16.1% | Reduced |