Skip to main content

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.

Institutional holdersQ2 2025: 276 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 heldQ2 2025: $560.5M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q1 2025.

Institutions holding AB in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wealth Preservation Advisors, LLC15,061$614.9K0.38%00.0%Unchanged
Creative Planning14,669$598.9K0.00%+2,394+19.5%Added
Prospera Financial Services Inc14,376$587.0K0.01%+1,343+10.3%Added
Shulman DeMeo Asset Management LLC14,115$576.3K0.14%+49+0.3%Added
Segall Bryant & Hamill, LLC14,100$575.7K0.01%00.0%Unchanged
Northside Capital Management, LLC13,625$556.3K0.04%+13,625New
JBR Co Financial Management Inc13,605$555.5K0.27%+1,572+13.1%Added
F/M Investments LLC13,465$549.8K0.02%00.0%Unchanged
Mackenzie Financial Corp13,430$548.3K0.00%−1,190−8.1%Reduced
Future Fund LLC13,044$532.6K0.24%+1,209+10.2%Added
National Philanthropic Trust13,000$530.8K0.01%00.0%Unchanged
Stratos Wealth Partners, LTD.12,901$526.8K0.01%−346−2.6%Reduced
MAI Capital Management12,619$515.2K0.00%−610−4.6%Reduced
J.W. Cole Advisors, Inc.12,323$503.1K0.01%+4,748+62.7%Added
Private Advisor Group, LLC12,291$501.8K0.00%−34,648−73.8%Reduced
MML Investors Services, LLC12,020$491.0K0.00%+1,335+12.5%Added
Ancora Advisors, LLC11,550$471.6K0.01%00.0%Unchanged
Farther Finance Advisors, LLC11,512$470.0K0.01%+4,599+66.5%Added
Sanctuary Advisors, LLC11,503$469.7K0.00%−13,518−54.0%Reduced
Redmont Wealth Advisors LLC11,373$464.4K0.68%00.0%Unchanged
Nadler Financial Group, Inc.10,840$442.6K0.05%00.0%Unchanged
Citadel Advisors LLC10,805$441.2K0.00%−540,557−98.0%Reduced
MONECO Advisors, LLC10,495$428.5K0.04%−919−8.1%Reduced
Integrated Advisors Network LLC10,449$426.6K0.02%−240−2.2%Reduced
Johnson Investment Counsel Inc10,434$426.0K0.00%00.0%Unchanged
US Bancorp10,380$423.8K0.00%−4,240−29.0%Reduced
Birinyi Associates Inc10,261$419.0K0.12%−971−8.6%Reduced
Joel Isaacson & Co., LLC10,177$415.5K0.02%00.0%Unchanged
Cadent Capital Advisors, LLC10,080$411.6K0.13%00.0%Unchanged
PFG Investments, LLC9,923$405.2K0.02%+3,965+66.5%Added
New England Research & Management, Inc.9,900$404.0K0.19%−1,700−14.7%Reduced
Western Wealth Management, LLC9,599$391.9K0.02%+5+0.1%Added
SEI Investments Co9,563$390.5K0.00%−8,925−48.3%Reduced
Aptus Capital Advisors, LLC9,525$388.9K0.00%+1,144+13.6%Added
Hudson Portfolio Management LLC9,450$385.8K0.36%00.0%Unchanged
Mallini Complete Financial Planning LLC–$380.6K0.48%––
Second Line Capital, LLC9,295$379.5K0.09%+1,140+14.0%Added
Flagship Harbor Advisors, LLC9,185$375.0K0.02%−115−1.2%Reduced
Independent Advisor Alliance9,136$373.0K0.01%+776+9.3%Added
Chevy Chase Trust Holdings, Inc.9,000$367.5K0.00%00.0%Unchanged
Captrust Financial Advisors8,973$366.4K0.00%−406−4.3%Reduced
Sonora Investment Management Group, LLC8,927$364.5K0.03%+79+0.9%Added
FCG Investment Co8,873$362.3K0.19%+8,873New
Freestone Capital Holdings, LLC8,801$359.3K0.01%00.0%Unchanged
Summit Trail Advisors, LLC8,755$357.5K0.01%00.0%Unchanged
Pensionmark Financial Group, LLC8,717$355.9K0.01%00.0%Unchanged
Wedbush Securities Inc8,680$354.0K0.01%−1,050−10.8%Reduced
State of Wyoming8,599$351.1K0.04%−269−3.0%Reduced
David Loasby8,598$349.2K0.03%00.0%Unchanged
Moody National Bank Trust Division8,406$343.2K0.03%+76+0.9%Added
Group One Trading, L.P.8,391$342.6K0.01%+8,391New
Tableaux LLC8,333$340.2K0.20%+8,333New
Sittner & Nelson, LLC8,100$330.7K0.13%00.0%Unchanged
One Capital Management, LLC8,029$327.9K0.01%00.0%Unchanged
Haverford Trust Co7,906$322.8K0.00%00.0%Unchanged
Cary Street Partners Financial LLC7,860$320.9K0.01%+68+0.9%Added
FSM Wealth Advisors, LLC7,720$320.3K0.05%+7,720New
Mercer Global Advisors Inc7,821$319.4K0.00%−379−4.6%Reduced
Tepp RIA, LLC7,683$313.7K0.40%00.0%Unchanged
Beck Mack & Oliver LLC7,658$312.7K0.01%−1,200−13.5%Reduced
RMB Capital Management, LLC7,575$309.3K0.01%+7,575New
Advisory Services Network, LLC7,525$306.9K0.00%+42+0.6%Added
Virtus ETF Advisers LLC7,513$306.8K0.19%−8,100−51.9%Reduced
Rothschild Investment LLC7,500$306.2K0.02%00.0%Unchanged
Regal Investment Advisors LLC7,290$297.7K0.02%−819−10.1%Reduced
Opal Wealth Advisors, LLC7,111$290.3K0.08%00.0%Unchanged
Jones Financial Companies LLLP7,152$289.4K0.00%+3,651+104.3%Added
Consolidated Planning Corp7,051$287.9K0.04%00.0%Unchanged
Davidson Trust Co7,000$285.8K0.13%00.0%Unchanged
Essex Financial Services, Inc.6,995$285.6K0.02%00.0%Unchanged
Chicago Partners Investment Group LLC6,833$285.4K0.01%00.0%Unchanged
Zevin Asset Management LLC6,863$280.0K0.04%−3,445−33.4%Reduced
Allworth Financial LP6,615$270.1K0.00%+6,065+1,102.7%Added
Fiduciary Group LLC6,565$268.0K0.03%−400−5.7%Reduced
HFG Advisors, Inc.6,560$267.8K0.21%−337−4.9%Reduced
Van Cleef Asset Management,Inc6,525$266.4K0.03%−125−1.9%Reduced
Merrion Investment Management Co, LLC6,500$265.4K0.17%00.0%Unchanged
SRS Capital Advisors, Inc.6,405$261.5K0.01%+2,283+55.4%Added
Ieq Capital, LLC6,200$253.1K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.6,165$251.7K0.02%+700+12.8%Added
Sax Wealth Advisors, LLC6,117$249.8K0.02%00.0%Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC6,095$248.9K0.06%00.0%Unchanged
Causey Wealth LLC6,035$246.4K0.13%00.0%Unchanged
Old North State Trust, LLC6,035$246.0K0.17%00.0%Unchanged
Chicago Trust Co NA6,000$245.0K0.03%+6,000New
Vision Financial Markets LLC5,800$236.8K0.22%00.0%Unchanged
Peddock Capital Advisors, LLC5,780$236.0K0.05%00.0%Unchanged
CFC Planning Co LLC5,633$230.0K0.22%+5,633New
Integrated Wealth Concepts LLC5,618$229.4K0.00%−263−4.5%Reduced
Roberts Glore & Co Inc5,485$224.0K0.07%00.0%Unchanged
Summit Asset Management, LLC5,450$222.5K0.04%00.0%Unchanged
Change Path, LLC5,427$221.6K0.01%+56+1.0%Added
Kovitz Investment Group Partners, LLC5,214$212.9K0.00%+5,214New
Capital Investment Advisors, LLC5,185$211.7K0.00%−70−1.3%Reduced
Bryn Mawr Trust Co5,150$210.3K0.00%00.0%Unchanged
Ausdal Financial Partners, Inc.5,133$209.6K0.01%+5,133New
Americana Partners, LLC5,062$206.7K0.01%+5,062New
Tyche Wealth Partners LLC5,000$204.2K0.04%+5,000New
44 Wealth Management LLC5,000$204.2K0.07%+5,000New
Joel Adams & Associates, Inc.5,000$204.2K0.18%+5,000New