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, Q2 2025
Institutional positions in Alliancebernstein Holding L.P. as of Jun 30, 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
- 276
- −14 vs. Q1 2025
- Shares held
- 13.7M
- −12.3M (−47.3%) vs. Q1 2025
- Total value
- $560.5M
- −$436.7M (−43.8%) vs. Q1 2025
- New holders
- 29
- 71 more added
- Sold out
- 43
- 77 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 1 | $37 | 0.00% | −42−97.7% | Reduced |
| CIBC Private Wealth Group, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4 | $163 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16 | $654 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 33 | $1.35K | 0.00% | +33 | New |
| Kessler Investment Group, LLC | 70 | $2.86K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 71 | $3.00K | 0.00% | +38+115.2% | Added |
| Harbour Investments, Inc. | 90 | $3.67K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 126 | $5.00K | 0.00% | −2,166−94.5% | Reduced |
| Tower Research Capital LLC (TRC) | 124 | $5.06K | 0.00% | −863−87.4% | Reduced |
| Glen Eagle Advisors, LLC | 150 | $6.13K | 0.00% | −100−40.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 159 | $6.49K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 186 | $7.59K | 0.01% | +4+2.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 187 | $7.63K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 190 | $7.76K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 197 | $8.04K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 219 | $8.78K | 0.00% | +219 | New |
| TD Capital Management LLC | 226 | $9.22K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 240 | $9.80K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 255 | $10.4K | 0.00% | −51−16.7% | Reduced |
| Scarborough Advisors, LLC | 279 | $11.4K | 0.00% | +279 | New |
| Iron Horse Wealth Management, LLC | 286 | $11.7K | 0.00% | +286 | New |
| BOK Financial Private Wealth, Inc. | 300 | $12.2K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 300 | $12.2K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 300 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 300 | $12.2K | 0.00% | +300 | New |
| Delta Asset Management LLC | 310 | $12.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 350 | $14.3K | 0.00% | +2+0.6% | Added |
| Manchester Capital Management LLC | 407 | $15.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 388 | $15.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 420 | $17.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 444 | $18.1K | 0.00% | −50−10.1% | Reduced |
| Salem Investment Counselors Inc | 450 | $18.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 479 | $19.6K | 0.00% | −153−24.2% | Reduced |
| Trust Co of Toledo NA | 500 | $20.4K | 0.00% | +500 | New |
| Grove Bank & Trust | 500 | $20.4K | 0.00% | +500 | New |
| Armstrong Advisory Group, Inc | 503 | $20.5K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 584 | $23.0K | 0.01% | +28+5.0% | Added |
| Cape Investment Advisory, Inc. | 567 | $23.1K | 0.01% | −173−23.4% | Reduced |
| Thompson Investment Management, Inc. | 600 | $24.5K | 0.00% | +600 | New |
| CoreFirst Bank & Trust | 600 | $24.5K | 0.01% | +600 | New |
| FSA Wealth Management LLC | 604 | $24.6K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 670 | $27.4K | 0.01% | −5−0.7% | Reduced |
| BlackRock, Inc. | 675 | $27.6K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 783 | $32.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 800 | $32.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 911 | $37.0K | 0.00% | +911 | New |
| Truvestments Capital LLC | 939 | $38.3K | 0.01% | +19+2.1% | Added |
| Fifth Third Bancorp | 1,000 | $40.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $40.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $40.8K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,129 | $46.1K | 0.02% | +53+4.9% | Added |
| Kozak & Associates, Inc. | 1,125 | $46.3K | 0.01% | +18+1.6% | Added |
| GHP Investment Advisors, Inc. | 1,154 | $47.1K | 0.00% | +23+2.0% | Added |
| Harbor Investment Advisory, LLC | 1,200 | $49.0K | 0.00% | −50−4.0% | Reduced |
| Umb Bank N A | 1,300 | $53.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,435 | $58.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,500 | $61.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,829 | $74.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,900 | $77.6K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,992 | $81.4K | 0.00% | +23+1.2% | Added |
| Zions Bancorporation, National Association | 2,000 | $81.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,341 | $95.6K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,345 | $95.7K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,529 | $103.3K | 0.06% | +50+2.0% | Added |
| Golden State Wealth Management, LLC | 2,575 | $105.1K | 0.01% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $106.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,616 | $106.8K | 0.00% | +2+0.1% | Added |
| GWM Advisors LLC | 3,298 | $134.7K | 0.00% | +19+0.6% | Added |
| Anchor Investment Management, LLC | 3,375 | $137.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,520 | $143.7K | 0.07% | −85−2.4% | Reduced |
| Bessemer Group Inc | 4,001 | $163.0K | 0.00% | +4,001 | New |
| Steward Partners Investment Advisory, LLC | 4,135 | $168.8K | 0.00% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 5,000 | $204.2K | 0.07% | +5,000 | New |
| Joel Adams & Associates, Inc. | 5,000 | $204.2K | 0.18% | +5,000 | New |
| Tyche Wealth Partners LLC | 5,000 | $204.2K | 0.04% | +5,000 | New |
| Americana Partners, LLC | 5,062 | $206.7K | 0.01% | +5,062 | New |
| Ausdal Financial Partners, Inc. | 5,133 | $209.6K | 0.01% | +5,133 | New |
| Bryn Mawr Trust Co | 5,150 | $210.3K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,185 | $211.7K | 0.00% | −70−1.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,214 | $212.9K | 0.00% | +5,214 | New |
| Change Path, LLC | 5,427 | $221.6K | 0.01% | +56+1.0% | Added |
| Summit Asset Management, LLC | 5,450 | $222.5K | 0.04% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,485 | $224.0K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,618 | $229.4K | 0.00% | −263−4.5% | Reduced |
| CFC Planning Co LLC | 5,633 | $230.0K | 0.22% | +5,633 | New |
| Peddock Capital Advisors, LLC | 5,780 | $236.0K | 0.05% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 5,800 | $236.8K | 0.22% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,000 | $245.0K | 0.03% | +6,000 | New |
| Old North State Trust, LLC | 6,035 | $246.0K | 0.17% | 00.0% | Unchanged |
| Causey Wealth LLC | 6,035 | $246.4K | 0.13% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $248.9K | 0.06% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 6,117 | $249.8K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,165 | $251.7K | 0.02% | +700+12.8% | Added |
| Ieq Capital, LLC | 6,200 | $253.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,405 | $261.5K | 0.01% | +2,283+55.4% | Added |
| Merrion Investment Management Co, LLC | 6,500 | $265.4K | 0.17% | 00.0% | Unchanged |