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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 6,200 | $237.5K | 0.00% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 6,500 | $249.0K | 0.18% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,650 | $254.8K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 6,680 | $255.9K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 6,879 | $263.5K | 0.00% | +6,879 | New |
| HFG Advisors, Inc. | 6,897 | $264.2K | 0.23% | +6,897 | New |
| Farther Finance Advisors, LLC | 6,913 | $266.0K | 0.01% | +5,412+360.6% | Added |
| Fiduciary Group LLC | 6,965 | $266.8K | 0.03% | +500+7.7% | Added |
| Essex Financial Services, Inc. | 6,995 | $268.0K | 0.02% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $268.2K | 0.13% | 00.0% | Unchanged |
| Consolidated Planning Corp | 7,051 | $270.1K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 7,111 | $272.4K | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,134 | $273.3K | 0.00% | −337−4.5% | Reduced |
| Chicago Partners Investment Group LLC | 6,833 | $280.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,483 | $286.7K | 0.01% | −4,991−40.0% | Reduced |
| Rothschild Investment LLC | 7,500 | $287.3K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,575 | $290.2K | 0.01% | +7,575 | New |
| Tepp RIA, LLC | 7,683 | $294.3K | 0.40% | +1,400+22.3% | Added |
| Cary Street Partners Financial LLC | 7,792 | $298.5K | 0.01% | +293+3.9% | Added |
| XTX Topco Ltd | 7,873 | $301.6K | 0.02% | +7,873 | New |
| Haverford Trust Co | 7,906 | $302.9K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,001 | $306.5K | 0.01% | +110+1.4% | Added |
| David Loasby | 8,598 | $307.0K | 0.03% | 00.0% | Unchanged |
| One Capital Management, LLC | 8,029 | $307.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8,100 | $310.3K | 0.13% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 8,109 | $310.7K | 0.03% | −150−1.8% | Reduced |
| Second Line Capital, LLC | 8,155 | $312.4K | 0.08% | −346−4.1% | Reduced |
| Mercer Global Advisors Inc | 8,200 | $314.1K | 0.00% | −3,527−30.1% | Reduced |
| Moody National Bank Trust Division | 8,330 | $319.1K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,360 | $320.3K | 0.01% | −1,158−12.2% | Reduced |
| Aptus Capital Advisors, LLC | 8,381 | $321.1K | 0.00% | −340−3.9% | Reduced |
| Pensionmark Financial Group, LLC | 8,717 | $334.0K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,755 | $335.4K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 8,801 | $337.2K | 0.01% | +1,000+12.8% | Added |
| Sonora Investment Management Group, LLC | 8,848 | $339.0K | 0.03% | −164−1.8% | Reduced |
| Beck Mack & Oliver LLC | 8,858 | $339.4K | 0.01% | +1,200+15.7% | Added |
| State of Wyoming | 8,868 | $339.7K | 0.05% | −1,594−15.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 9,000 | $344.8K | 0.00% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | – | $354.9K | 0.34% | – | – |
| Flagship Harbor Advisors, LLC | 9,300 | $356.3K | 0.02% | +96+1.0% | Added |
| Captrust Financial Advisors | 9,379 | $359.3K | 0.00% | +782+9.1% | Added |
| Hudson Portfolio Management LLC | 9,450 | $362.0K | 0.35% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,594 | $367.6K | 0.02% | −143−1.5% | Reduced |
| Wedbush Securities Inc | 9,730 | $373.0K | 0.01% | −1,040−9.7% | Reduced |
| Cadent Capital Advisors, LLC | 10,080 | $386.2K | 0.15% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 10,177 | $389.9K | 0.02% | +281+2.8% | Added |
| Zevin Asset Management LLC | 10,308 | $395.0K | 0.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 10,434 | $399.7K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 10,500 | $402.3K | 0.22% | +10,500 | New |
| MML Investors Services, LLC | 10,685 | $409.0K | 0.00% | −443−4.0% | Reduced |
| Integrated Advisors Network LLC | 10,689 | $409.5K | 0.02% | +240+2.3% | Added |
| Nadler Financial Group, Inc. | 10,840 | $415.3K | 0.05% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 11,019 | $422.1K | 0.11% | +11,019 | New |
| Equitable Holdings, Inc. | 11,104 | $425.4K | 0.00% | +3,196+40.4% | Added |
| Birinyi Associates Inc | 11,232 | $430.0K | 0.14% | +40+0.4% | Added |
| Redmont Wealth Advisors LLC | 11,373 | $435.7K | 0.85% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 11,414 | $437.3K | 0.05% | +612+5.7% | Added |
| Ancora Advisors, LLC | 11,550 | $442.5K | 0.01% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 11,600 | $444.0K | 0.23% | −4,350−27.3% | Reduced |
| Future Fund LLC | 11,835 | $453.4K | 0.58% | +11,835 | New |
| JBR Co Financial Management Inc | 12,033 | $461.0K | 0.27% | +462+4.0% | Added |
| Beach Investment Counsel Inc | 12,125 | $465.0K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 12,275 | $470.3K | 0.00% | −2,737−18.2% | Reduced |
| National Philanthropic Trust | 13,000 | $498.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,033 | $499.3K | 0.01% | −200−1.5% | Reduced |
| MAI Capital Management | 13,229 | $506.8K | 0.00% | +741+5.9% | Added |
| Stratos Wealth Partners, LTD. | 13,247 | $507.5K | 0.01% | −17,234−56.5% | Reduced |
| Sandia Investment Management LP | 13,355 | $511.6K | 1.49% | +13,355 | New |
| Proficio Capital Partners LLC | 13,355 | $513.8K | 0.04% | +13,355 | New |
| F/M Investments LLC | 13,465 | $515.8K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,467 | $515.9K | 0.01% | +13,467 | New |
| BluePath Capital Management, LLC | 13,715 | $525.4K | 0.55% | +13,715 | New |
| Mutual Advisors, LLC | 14,279 | $537.5K | 0.02% | +35+0.2% | Added |
| Shulman DeMeo Asset Management LLC | 14,066 | $538.9K | 0.15% | +231+1.7% | Added |
| Segall Bryant & Hamill, LLC | 14,100 | $540.2K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 14,294 | $547.6K | 0.01% | +14,294 | New |
| US Bancorp | 14,620 | $560.1K | 0.00% | +4,465+44.0% | Added |
| Mackenzie Financial Corp | 14,620 | $560.1K | 0.00% | +14,620 | New |
| Wealth Preservation Advisors, LLC | 15,061 | $577.0K | 0.41% | +15,061 | New |
| Lido Advisors, LLC | 15,269 | $585.0K | 0.00% | −47,496−75.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 15,456 | $592.1K | 0.04% | +5,236+51.2% | Added |
| 10Elms LLP | 15,460 | $592.3K | 0.60% | −511−3.2% | Reduced |
| Brookwood Investment Group LLC | 15,495 | $593.6K | 0.10% | +15,495 | New |
| Virtus ETF Advisers LLC | 15,613 | $598.1K | 0.39% | +15,613 | New |
| Herold Advisors, Inc. | 15,700 | $601.5K | 0.13% | 00.0% | Unchanged |
| Resources Management Corp | 15,725 | $602.0K | 0.08% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 16,433 | $629.5K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,458 | $630.5K | 0.00% | −272−1.6% | Reduced |
| Clear Street Markets LLC | 16,700 | $639.8K | 0.44% | +15,600+1,418.2% | Added |
| Truist Financial Corp | 16,713 | $640.3K | 0.00% | −6,966−29.4% | Reduced |
| Concurrent Investment Advisors, LLC | 16,791 | $643.3K | 0.02% | +1,976+13.3% | Added |
| Tritonpoint Wealth, LLC | 17,466 | $669.1K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,502 | $670.5K | 0.00% | +1,226+7.5% | Added |
| Baldwin Brothers Inc | 17,525 | $671.4K | 0.05% | 00.0% | Unchanged |
| SEI Investments Co | 18,488 | $708.3K | 0.00% | −138,262−88.2% | Reduced |
| Bahl & Gaynor Inc | 18,600 | $712.6K | 0.00% | +18,600 | New |
| Keystone Financial Group | 18,279 | $725.1K | 0.07% | +6,801+59.3% | Added |
| CI Private Wealth, LLC | 19,580 | $750.1K | 0.00% | −1,300−6.2% | Reduced |
| Oppenheimer & Co Inc | 19,970 | $765.1K | 0.01% | −3,818−16.1% | Reduced |
| HRT Financial LP | 20,098 | $769.0K | 0.00% | −6,833−25.4% | Reduced |