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 |
|---|---|---|---|---|---|
| Van Cleef Asset Management,Inc | 6,525 | $266.4K | 0.03% | −125−1.9% | Reduced |
| HFG Advisors, Inc. | 6,560 | $267.8K | 0.21% | −337−4.9% | Reduced |
| Fiduciary Group LLC | 6,565 | $268.0K | 0.03% | −400−5.7% | Reduced |
| Allworth Financial LP | 6,615 | $270.1K | 0.00% | +6,065+1,102.7% | Added |
| Zevin Asset Management LLC | 6,863 | $280.0K | 0.04% | −3,445−33.4% | Reduced |
| Chicago Partners Investment Group LLC | 6,833 | $285.4K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,995 | $285.6K | 0.02% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $285.8K | 0.13% | 00.0% | Unchanged |
| Consolidated Planning Corp | 7,051 | $287.9K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,152 | $289.4K | 0.00% | +3,651+104.3% | Added |
| Opal Wealth Advisors, LLC | 7,111 | $290.3K | 0.08% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,290 | $297.7K | 0.02% | −819−10.1% | Reduced |
| Rothschild Investment LLC | 7,500 | $306.2K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 7,513 | $306.8K | 0.19% | −8,100−51.9% | Reduced |
| Advisory Services Network, LLC | 7,525 | $306.9K | 0.00% | +42+0.6% | Added |
| RMB Capital Management, LLC | 7,575 | $309.3K | 0.01% | +7,575 | New |
| Beck Mack & Oliver LLC | 7,658 | $312.7K | 0.01% | −1,200−13.5% | Reduced |
| Tepp RIA, LLC | 7,683 | $313.7K | 0.40% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,821 | $319.4K | 0.00% | −379−4.6% | Reduced |
| FSM Wealth Advisors, LLC | 7,720 | $320.3K | 0.05% | +7,720 | New |
| Cary Street Partners Financial LLC | 7,860 | $320.9K | 0.01% | +68+0.9% | Added |
| Haverford Trust Co | 7,906 | $322.8K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 8,029 | $327.9K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8,100 | $330.7K | 0.13% | 00.0% | Unchanged |
| Tableaux LLC | 8,333 | $340.2K | 0.20% | +8,333 | New |
| Group One Trading, L.P. | 8,391 | $342.6K | 0.01% | +8,391 | New |
| Moody National Bank Trust Division | 8,406 | $343.2K | 0.03% | +76+0.9% | Added |
| David Loasby | 8,598 | $349.2K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 8,599 | $351.1K | 0.04% | −269−3.0% | Reduced |
| Wedbush Securities Inc | 8,680 | $354.0K | 0.01% | −1,050−10.8% | Reduced |
| Pensionmark Financial Group, LLC | 8,717 | $355.9K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,755 | $357.5K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 8,801 | $359.3K | 0.01% | 00.0% | Unchanged |
| FCG Investment Co | 8,873 | $362.3K | 0.19% | +8,873 | New |
| Sonora Investment Management Group, LLC | 8,927 | $364.5K | 0.03% | +79+0.9% | Added |
| Captrust Financial Advisors | 8,973 | $366.4K | 0.00% | −406−4.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 9,000 | $367.5K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,136 | $373.0K | 0.01% | +776+9.3% | Added |
| Flagship Harbor Advisors, LLC | 9,185 | $375.0K | 0.02% | −115−1.2% | Reduced |
| Second Line Capital, LLC | 9,295 | $379.5K | 0.09% | +1,140+14.0% | Added |
| Mallini Complete Financial Planning LLC | – | $380.6K | 0.48% | – | – |
| Hudson Portfolio Management LLC | 9,450 | $385.8K | 0.36% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 9,525 | $388.9K | 0.00% | +1,144+13.6% | Added |
| SEI Investments Co | 9,563 | $390.5K | 0.00% | −8,925−48.3% | Reduced |
| Western Wealth Management, LLC | 9,599 | $391.9K | 0.02% | +5+0.1% | Added |
| New England Research & Management, Inc. | 9,900 | $404.0K | 0.19% | −1,700−14.7% | Reduced |
| PFG Investments, LLC | 9,923 | $405.2K | 0.02% | +3,965+66.5% | Added |
| Cadent Capital Advisors, LLC | 10,080 | $411.6K | 0.13% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 10,177 | $415.5K | 0.02% | 00.0% | Unchanged |
| Birinyi Associates Inc | 10,261 | $419.0K | 0.12% | −971−8.6% | Reduced |
| US Bancorp | 10,380 | $423.8K | 0.00% | −4,240−29.0% | Reduced |
| Johnson Investment Counsel Inc | 10,434 | $426.0K | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 10,449 | $426.6K | 0.02% | −240−2.2% | Reduced |
| MONECO Advisors, LLC | 10,495 | $428.5K | 0.04% | −919−8.1% | Reduced |
| Citadel Advisors LLC | 10,805 | $441.2K | 0.00% | −540,557−98.0% | Reduced |
| Nadler Financial Group, Inc. | 10,840 | $442.6K | 0.05% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 11,373 | $464.4K | 0.68% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 11,503 | $469.7K | 0.00% | −13,518−54.0% | Reduced |
| Farther Finance Advisors, LLC | 11,512 | $470.0K | 0.01% | +4,599+66.5% | Added |
| Ancora Advisors, LLC | 11,550 | $471.6K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,020 | $491.0K | 0.00% | +1,335+12.5% | Added |
| Private Advisor Group, LLC | 12,291 | $501.8K | 0.00% | −34,648−73.8% | Reduced |
| J.W. Cole Advisors, Inc. | 12,323 | $503.1K | 0.01% | +4,748+62.7% | Added |
| MAI Capital Management | 12,619 | $515.2K | 0.00% | −610−4.6% | Reduced |
| Stratos Wealth Partners, LTD. | 12,901 | $526.8K | 0.01% | −346−2.6% | Reduced |
| National Philanthropic Trust | 13,000 | $530.8K | 0.01% | 00.0% | Unchanged |
| Future Fund LLC | 13,044 | $532.6K | 0.24% | +1,209+10.2% | Added |
| Mackenzie Financial Corp | 13,430 | $548.3K | 0.00% | −1,190−8.1% | Reduced |
| F/M Investments LLC | 13,465 | $549.8K | 0.02% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 13,605 | $555.5K | 0.27% | +1,572+13.1% | Added |
| Northside Capital Management, LLC | 13,625 | $556.3K | 0.04% | +13,625 | New |
| Segall Bryant & Hamill, LLC | 14,100 | $575.7K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 14,115 | $576.3K | 0.14% | +49+0.3% | Added |
| Prospera Financial Services Inc | 14,376 | $587.0K | 0.01% | +1,343+10.3% | Added |
| Creative Planning | 14,669 | $598.9K | 0.00% | +2,394+19.5% | Added |
| Wealth Preservation Advisors, LLC | 15,061 | $614.9K | 0.38% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 14,405 | $617.7K | 0.02% | +126+0.9% | Added |
| Lido Advisors, LLC | 15,267 | $623.4K | 0.00% | −20.0% | Reduced |
| 10Elms LLP | 15,460 | $631.2K | 0.60% | 00.0% | Unchanged |
| Resources Management Corp | 15,550 | $635.0K | 0.09% | −175−1.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 15,571 | $635.8K | 0.04% | +115+0.7% | Added |
| Avantax Advisory Services, Inc. | 15,644 | $638.8K | 0.00% | −814−4.9% | Reduced |
| Herold Advisors, Inc. | 15,700 | $641.0K | 0.13% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 15,930 | $650.4K | 0.57% | +2,215+16.2% | Added |
| Resources Investment Advisors, LLC. | 16,201 | $661.5K | 0.01% | +1,907+13.3% | Added |
| Truist Financial Corp | 16,760 | $684.3K | 0.00% | +47+0.3% | Added |
| Concurrent Investment Advisors, LLC | 17,256 | $704.6K | 0.01% | +465+2.8% | Added |
| Tritonpoint Wealth, LLC | 17,466 | $713.1K | 0.07% | 00.0% | Unchanged |
| DRW Securities, LLC | 17,467 | $713.2K | 0.05% | +17,467 | New |
| Baldwin Brothers Inc | 17,525 | $715.5K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,654 | $720.8K | 0.00% | +152+0.9% | Added |
| Global Retirement Partners, LLC | 17,679 | $721.8K | 0.02% | +17,679 | New |
| Oppenheimer & Co Inc | 17,876 | $729.9K | 0.01% | −2,094−10.5% | Reduced |
| Keystone Financial Group | 19,169 | $773.6K | 0.07% | +890+4.9% | Added |
| Belpointe Asset Management LLC | 19,311 | $788.5K | 0.03% | −2,639−12.0% | Reduced |
| CI Private Wealth, LLC | 19,380 | $791.3K | 0.00% | −200−1.0% | Reduced |
| Equitable Holdings, Inc. | 19,973 | $815.5K | 0.01% | +8,869+79.9% | Added |
| Sequoia Financial Advisors, LLC | 20,308 | $829.2K | 0.01% | +160+0.8% | Added |
| Formidable Asset Management, LLC | 22,320 | $855.1K | 0.14% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 21,187 | $865.1K | 0.09% | −57−0.3% | Reduced |