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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, 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.

Institutional holdersQ1 2025: 292 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 heldQ1 2025: $998.0M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q4 2024.

Institutions holding AB in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tritonpoint Wealth, LLC17,466$669.1K0.06%00.0%Unchanged
Concurrent Investment Advisors, LLC16,791$643.3K0.02%+1,976+13.3%Added
Truist Financial Corp16,713$640.3K0.00%−6,966−29.4%Reduced
Clear Street Markets LLC16,700$639.8K0.44%+15,600+1,418.2%Added
Avantax Advisory Services, Inc.16,458$630.5K0.00%−272−1.6%Reduced
Highland Capital Management, LLC16,433$629.5K0.04%00.0%Unchanged
Resources Management Corp15,725$602.0K0.08%00.0%Unchanged
Herold Advisors, Inc.15,700$601.5K0.13%00.0%Unchanged
Virtus ETF Advisers LLC15,613$598.1K0.39%+15,613New
Brookwood Investment Group LLC15,495$593.6K0.10%+15,495New
10Elms LLP15,460$592.3K0.60%−511−3.2%Reduced
Jaffetilchin Investment Partners, LLC15,456$592.1K0.04%+5,236+51.2%Added
Lido Advisors, LLC15,269$585.0K0.00%−47,496−75.7%Reduced
Wealth Preservation Advisors, LLC15,061$577.0K0.41%+15,061New
US Bancorp14,620$560.1K0.00%+4,465+44.0%Added
Mackenzie Financial Corp14,620$560.1K0.00%+14,620New
Resources Investment Advisors, LLC.14,294$547.6K0.01%+14,294New
Segall Bryant & Hamill, LLC14,100$540.2K0.01%00.0%Unchanged
Shulman DeMeo Asset Management LLC14,066$538.9K0.15%+231+1.7%Added
Mutual Advisors, LLC14,279$537.5K0.02%+35+0.2%Added
BluePath Capital Management, LLC13,715$525.4K0.55%+13,715New
Vident Advisory, LLC13,467$515.9K0.01%+13,467New
F/M Investments LLC13,465$515.8K0.02%00.0%Unchanged
Proficio Capital Partners LLC13,355$513.8K0.04%+13,355New
Sandia Investment Management LP13,355$511.6K1.49%+13,355New
Stratos Wealth Partners, LTD.13,247$507.5K0.01%−17,234−56.5%Reduced
MAI Capital Management13,229$506.8K0.00%+741+5.9%Added
Prospera Financial Services Inc13,033$499.3K0.01%−200−1.5%Reduced
National Philanthropic Trust13,000$498.0K0.01%00.0%Unchanged
Creative Planning12,275$470.3K0.00%−2,737−18.2%Reduced
Beach Investment Counsel Inc12,125$465.0K0.07%00.0%Unchanged
JBR Co Financial Management Inc12,033$461.0K0.27%+462+4.0%Added
Future Fund LLC11,835$453.4K0.58%+11,835New
New England Research & Management, Inc.11,600$444.0K0.23%−4,350−27.3%Reduced
Ancora Advisors, LLC11,550$442.5K0.01%00.0%Unchanged
MONECO Advisors, LLC11,414$437.3K0.05%+612+5.7%Added
Redmont Wealth Advisors LLC11,373$435.7K0.85%00.0%Unchanged
Birinyi Associates Inc11,232$430.0K0.14%+40+0.4%Added
Equitable Holdings, Inc.11,104$425.4K0.00%+3,196+40.4%Added
Prevail Innovative Wealth Advisors, LLC11,019$422.1K0.11%+11,019New
Nadler Financial Group, Inc.10,840$415.3K0.05%00.0%Unchanged
Integrated Advisors Network LLC10,689$409.5K0.02%+240+2.3%Added
MML Investors Services, LLC10,685$409.0K0.00%−443−4.0%Reduced
Chelsea Counsel Co10,500$402.3K0.22%+10,500New
Johnson Investment Counsel Inc10,434$399.7K0.00%00.0%Unchanged
Zevin Asset Management LLC10,308$395.0K0.06%00.0%Unchanged
Joel Isaacson & Co., LLC10,177$389.9K0.02%+281+2.8%Added
Cadent Capital Advisors, LLC10,080$386.2K0.15%00.0%Unchanged
Wedbush Securities Inc9,730$373.0K0.01%−1,040−9.7%Reduced
Western Wealth Management, LLC9,594$367.6K0.02%−143−1.5%Reduced
Hudson Portfolio Management LLC9,450$362.0K0.35%00.0%Unchanged
Captrust Financial Advisors9,379$359.3K0.00%+782+9.1%Added
Flagship Harbor Advisors, LLC9,300$356.3K0.02%+96+1.0%Added
Mallini Complete Financial Planning LLC–$354.9K0.34%––
Chevy Chase Trust Holdings, Inc.9,000$344.8K0.00%00.0%Unchanged
State of Wyoming8,868$339.7K0.05%−1,594−15.2%Reduced
Beck Mack & Oliver LLC8,858$339.4K0.01%+1,200+15.7%Added
Sonora Investment Management Group, LLC8,848$339.0K0.03%−164−1.8%Reduced
Freestone Capital Holdings, LLC8,801$337.2K0.01%+1,000+12.8%Added
Summit Trail Advisors, LLC8,755$335.4K0.01%00.0%Unchanged
Pensionmark Financial Group, LLC8,717$334.0K0.01%00.0%Unchanged
Aptus Capital Advisors, LLC8,381$321.1K0.00%−340−3.9%Reduced
Independent Advisor Alliance8,360$320.3K0.01%−1,158−12.2%Reduced
Moody National Bank Trust Division8,330$319.1K0.03%00.0%Unchanged
Mercer Global Advisors Inc8,200$314.1K0.00%−3,527−30.1%Reduced
Second Line Capital, LLC8,155$312.4K0.08%−346−4.1%Reduced
Regal Investment Advisors LLC8,109$310.7K0.03%−150−1.8%Reduced
Sittner & Nelson, LLC8,100$310.3K0.13%00.0%Unchanged
One Capital Management, LLC8,029$307.6K0.01%00.0%Unchanged
David Loasby8,598$307.0K0.03%00.0%Unchanged
Perigon Wealth Management, LLC8,001$306.5K0.01%+110+1.4%Added
Haverford Trust Co7,906$302.9K0.00%00.0%Unchanged
XTX Topco Ltd7,873$301.6K0.02%+7,873New
Cary Street Partners Financial LLC7,792$298.5K0.01%+293+3.9%Added
Tepp RIA, LLC7,683$294.3K0.40%+1,400+22.3%Added
J.W. Cole Advisors, Inc.7,575$290.2K0.01%+7,575New
Rothschild Investment LLC7,500$287.3K0.02%00.0%Unchanged
Advisory Services Network, LLC7,483$286.7K0.01%−4,991−40.0%Reduced
Chicago Partners Investment Group LLC6,833$280.6K0.01%00.0%Unchanged
Atria Wealth Solutions, Inc.7,134$273.3K0.00%−337−4.5%Reduced
Opal Wealth Advisors, LLC7,111$272.4K0.08%00.0%Unchanged
Consolidated Planning Corp7,051$270.1K0.04%00.0%Unchanged
Davidson Trust Co7,000$268.2K0.13%00.0%Unchanged
Essex Financial Services, Inc.6,995$268.0K0.02%00.0%Unchanged
Fiduciary Group LLC6,965$266.8K0.03%+500+7.7%Added
Farther Finance Advisors, LLC6,913$266.0K0.01%+5,412+360.6%Added
HFG Advisors, Inc.6,897$264.2K0.23%+6,897New
Northern Trust Corp6,879$263.5K0.00%+6,879New
Sheaff Brock Investment Advisors, LLC6,680$255.9K0.02%00.0%Unchanged
Van Cleef Asset Management,Inc6,650$254.8K0.03%00.0%Unchanged
Merrion Investment Management Co, LLC6,500$249.0K0.18%00.0%Unchanged
Ieq Capital, LLC6,200$237.5K0.00%00.0%Unchanged
Sax Wealth Advisors, LLC6,117$234.3K0.02%−1,171−16.1%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC6,095$233.5K0.06%00.0%Unchanged
Causey Wealth LLC6,035$231.2K0.13%00.0%Unchanged
IPG Investment Advisors LLC6,025$230.8K0.05%−580−8.8%Reduced
PFG Investments, LLC5,958$228.2K0.01%+5,958New
Kestra Private Wealth Services, LLC5,904$226.2K0.00%+257+4.6%Added
Integrated Wealth Concepts LLC5,881$225.3K0.00%+11+0.2%Added
Old North State Trust, LLC6,035$224.0K0.14%00.0%Unchanged