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 |
|---|---|---|---|---|---|
| Vision Financial Markets LLC | 5,800 | $222.2K | 0.24% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 5,780 | $221.4K | 0.06% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,485 | $210.1K | 0.06% | −565−9.3% | Reduced |
| Koshinski Asset Management, Inc. | 5,465 | $209.4K | 0.02% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,450 | $208.8K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 5,371 | $205.8K | 0.01% | +5,371 | New |
| Capital Investment Advisors, LLC | 5,255 | $201.3K | 0.00% | +5,255 | New |
| Bryn Mawr Trust Co | 5,150 | $197.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,135 | $158.4K | 0.00% | −1,811−30.5% | Reduced |
| SRS Capital Advisors, Inc. | 4,122 | $157.9K | 0.01% | +114+2.8% | Added |
| Caldwell Sutter Capital, Inc. | 3,605 | $138.1K | 0.07% | +65+1.8% | Added |
| Jones Financial Companies LLLP | 3,501 | $134.3K | 0.00% | +791+29.2% | Added |
| Anchor Investment Management, LLC | 3,375 | $129.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,279 | $125.6K | 0.00% | +26+0.8% | Added |
| Washington Trust Co | 3,116 | $119.4K | 0.00% | −800−20.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,614 | $100.1K | 0.01% | +3+0.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $100.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,575 | $98.6K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,479 | $95.0K | 0.06% | +69+2.9% | Added |
| Atticus Wealth Management, LLC | 2,345 | $89.8K | 0.03% | −1,701−42.0% | Reduced |
| North Star Investment Management Corp. | 2,341 | $89.7K | 0.01% | +62+2.7% | Added |
| NBC Securities, Inc. | 2,292 | $87.0K | 0.01% | +2,292 | New |
| Citigroup Inc | 2,000 | $76.6K | 0.00% | −835,417−99.8% | Reduced |
| Zions Bancorporation, National Association | 2,000 | $76.6K | 0.00% | +2,000 | New |
| Geneos Wealth Management Inc. | 1,969 | $75.4K | 0.00% | +32+1.7% | Added |
| Costello Asset Management, INC | 1,900 | $72.8K | 0.03% | +1,900 | New |
| The PNC Financial Services Group, Inc. | 1,829 | $70.1K | 0.00% | −100−5.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,515 | $58.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,500 | $57.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,435 | $55.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,400 | $53.6K | 0.00% | −1,500−51.7% | Reduced |
| Umb Bank N A | 1,300 | $49.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,250 | $47.9K | 0.00% | +1,250 | New |
| GHP Investment Advisors, Inc. | 1,131 | $43.3K | 0.00% | +32+2.9% | Added |
| Kozak & Associates, Inc. | 1,107 | $41.8K | 0.01% | +19+1.7% | Added |
| Glass Jacobson Investment Advisors llc | 1,076 | $39.9K | 0.01% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 987 | $37.8K | 0.00% | +942+2,093.3% | Added |
| Truvestments Capital LLC | 920 | $35.2K | 0.01% | +26+2.9% | Added |
| Boston Private Wealth LLC | 825 | $31.6K | 0.00% | +825 | New |
| Bokf, NA | 800 | $30.6K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 783 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 740 | $28.4K | 0.01% | −140−15.9% | Reduced |
| Ameriflex Group, Inc. | 714 | $27.4K | 0.01% | +714 | New |
| PSI Advisors, LLC | 700 | $26.8K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 675 | $25.9K | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 675 | $25.9K | 0.00% | +175+35.0% | Added |
| Principal Securities, Inc. | 632 | $23.4K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 604 | $23.1K | 0.01% | −430−41.6% | Reduced |
| Allworth Financial LP | 550 | $20.8K | 0.00% | −300−35.3% | Reduced |
| Avion Wealth | 556 | $20.0K | 0.01% | 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 |
| Clearstead Advisors, LLC | 494 | $18.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 503 | $18.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 450 | $17.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 420 | $16.1K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 411 | $15.8K | 0.00% | +411 | New |
| Manchester Capital Management LLC | 407 | $15.6K | 0.00% | −65−13.8% | Reduced |
| Private Wealth Asset Management, LLC | 400 | $15.3K | 0.00% | +400 | New |
| CoreCap Advisors, LLC | 388 | $14.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 348 | $13.3K | 0.00% | +50+16.8% | Added |
| Delta Asset Management LLC | 310 | $11.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 306 | $11.7K | 0.00% | +70+29.7% | Added |
| 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 |
| Rossby Financial, LCC | 300 | $11.3K | 0.00% | +300 | New |
| Glen Eagle Advisors, LLC | 250 | $9.58K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 240 | $9.19K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 226 | $8.65K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 200 | $7.66K | 0.00% | −1,365−87.2% | Reduced |
| LRI Investments, LLC | 197 | $7.54K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 190 | $7.28K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 187 | $7.16K | 0.01% | +187 | New |
| Hurley Capital, LLC | 182 | $6.98K | 0.01% | +5+2.8% | Added |
| PEAK6 LLC | 162 | $6.21K | 0.00% | +162 | New |
| Whittier Trust Co of Nevada Inc | 159 | $6.09K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 90 | $3.45K | 0.00% | −237−72.5% | Reduced |
| Kessler Investment Group, LLC | 70 | $2.68K | 0.00% | +70 | New |
| Assetmark, Inc | 43 | $1.65K | 0.00% | +43 | New |
| CWM, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16 | $613 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 13 | $499 | 0.00% | +13 | New |
| Laurel Wealth Advisors LLC | 5 | $192 | 0.00% | +5 | New |
| Orion Capital Management LLC | 4 | $153 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $38 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $30 | 0.00% | −1,176−99.9% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −660,700−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −495,375−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −357,445−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −277,697−100.0% | Sold out |
| Payne Capital Management, LLC | 0 | $0 | 0.00% | −147,794−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −147,100−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −37,619−100.0% | Sold out |