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 |
|---|---|---|---|---|---|
| Wealth Preservation Advisors, LLC | 15,061 | $614.9K | 0.38% | 00.0% | Unchanged |
| Creative Planning | 14,669 | $598.9K | 0.00% | +2,394+19.5% | Added |
| Prospera Financial Services Inc | 14,376 | $587.0K | 0.01% | +1,343+10.3% | Added |
| Shulman DeMeo Asset Management LLC | 14,115 | $576.3K | 0.14% | +49+0.3% | Added |
| Segall Bryant & Hamill, LLC | 14,100 | $575.7K | 0.01% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 13,625 | $556.3K | 0.04% | +13,625 | New |
| JBR Co Financial Management Inc | 13,605 | $555.5K | 0.27% | +1,572+13.1% | Added |
| F/M Investments LLC | 13,465 | $549.8K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 13,430 | $548.3K | 0.00% | −1,190−8.1% | Reduced |
| Future Fund LLC | 13,044 | $532.6K | 0.24% | +1,209+10.2% | Added |
| National Philanthropic Trust | 13,000 | $530.8K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,901 | $526.8K | 0.01% | −346−2.6% | Reduced |
| MAI Capital Management | 12,619 | $515.2K | 0.00% | −610−4.6% | Reduced |
| J.W. Cole Advisors, Inc. | 12,323 | $503.1K | 0.01% | +4,748+62.7% | Added |
| Private Advisor Group, LLC | 12,291 | $501.8K | 0.00% | −34,648−73.8% | Reduced |
| MML Investors Services, LLC | 12,020 | $491.0K | 0.00% | +1,335+12.5% | Added |
| Ancora Advisors, LLC | 11,550 | $471.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11,512 | $470.0K | 0.01% | +4,599+66.5% | Added |
| Sanctuary Advisors, LLC | 11,503 | $469.7K | 0.00% | −13,518−54.0% | Reduced |
| Redmont Wealth Advisors LLC | 11,373 | $464.4K | 0.68% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 10,840 | $442.6K | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,805 | $441.2K | 0.00% | −540,557−98.0% | Reduced |
| MONECO Advisors, LLC | 10,495 | $428.5K | 0.04% | −919−8.1% | Reduced |
| Integrated Advisors Network LLC | 10,449 | $426.6K | 0.02% | −240−2.2% | Reduced |
| Johnson Investment Counsel Inc | 10,434 | $426.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,380 | $423.8K | 0.00% | −4,240−29.0% | Reduced |
| Birinyi Associates Inc | 10,261 | $419.0K | 0.12% | −971−8.6% | Reduced |
| Joel Isaacson & Co., LLC | 10,177 | $415.5K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 10,080 | $411.6K | 0.13% | 00.0% | Unchanged |
| PFG Investments, LLC | 9,923 | $405.2K | 0.02% | +3,965+66.5% | Added |
| New England Research & Management, Inc. | 9,900 | $404.0K | 0.19% | −1,700−14.7% | Reduced |
| Western Wealth Management, LLC | 9,599 | $391.9K | 0.02% | +5+0.1% | Added |
| SEI Investments Co | 9,563 | $390.5K | 0.00% | −8,925−48.3% | Reduced |
| Aptus Capital Advisors, LLC | 9,525 | $388.9K | 0.00% | +1,144+13.6% | Added |
| Hudson Portfolio Management LLC | 9,450 | $385.8K | 0.36% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | – | $380.6K | 0.48% | – | – |
| Second Line Capital, LLC | 9,295 | $379.5K | 0.09% | +1,140+14.0% | Added |
| Flagship Harbor Advisors, LLC | 9,185 | $375.0K | 0.02% | −115−1.2% | Reduced |
| Independent Advisor Alliance | 9,136 | $373.0K | 0.01% | +776+9.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 9,000 | $367.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,973 | $366.4K | 0.00% | −406−4.3% | Reduced |
| Sonora Investment Management Group, LLC | 8,927 | $364.5K | 0.03% | +79+0.9% | Added |
| FCG Investment Co | 8,873 | $362.3K | 0.19% | +8,873 | New |
| Freestone Capital Holdings, LLC | 8,801 | $359.3K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,755 | $357.5K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 8,717 | $355.9K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,680 | $354.0K | 0.01% | −1,050−10.8% | Reduced |
| State of Wyoming | 8,599 | $351.1K | 0.04% | −269−3.0% | Reduced |
| David Loasby | 8,598 | $349.2K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,406 | $343.2K | 0.03% | +76+0.9% | Added |
| Group One Trading, L.P. | 8,391 | $342.6K | 0.01% | +8,391 | New |
| Tableaux LLC | 8,333 | $340.2K | 0.20% | +8,333 | New |
| Sittner & Nelson, LLC | 8,100 | $330.7K | 0.13% | 00.0% | Unchanged |
| One Capital Management, LLC | 8,029 | $327.9K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 7,906 | $322.8K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 7,860 | $320.9K | 0.01% | +68+0.9% | Added |
| FSM Wealth Advisors, LLC | 7,720 | $320.3K | 0.05% | +7,720 | New |
| Mercer Global Advisors Inc | 7,821 | $319.4K | 0.00% | −379−4.6% | Reduced |
| Tepp RIA, LLC | 7,683 | $313.7K | 0.40% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 7,658 | $312.7K | 0.01% | −1,200−13.5% | Reduced |
| RMB Capital Management, LLC | 7,575 | $309.3K | 0.01% | +7,575 | New |
| Advisory Services Network, LLC | 7,525 | $306.9K | 0.00% | +42+0.6% | Added |
| Virtus ETF Advisers LLC | 7,513 | $306.8K | 0.19% | −8,100−51.9% | Reduced |
| Rothschild Investment LLC | 7,500 | $306.2K | 0.02% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,290 | $297.7K | 0.02% | −819−10.1% | Reduced |
| Opal Wealth Advisors, LLC | 7,111 | $290.3K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,152 | $289.4K | 0.00% | +3,651+104.3% | Added |
| Consolidated Planning Corp | 7,051 | $287.9K | 0.04% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $285.8K | 0.13% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,995 | $285.6K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,833 | $285.4K | 0.01% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 6,863 | $280.0K | 0.04% | −3,445−33.4% | Reduced |
| Allworth Financial LP | 6,615 | $270.1K | 0.00% | +6,065+1,102.7% | Added |
| Fiduciary Group LLC | 6,565 | $268.0K | 0.03% | −400−5.7% | Reduced |
| HFG Advisors, Inc. | 6,560 | $267.8K | 0.21% | −337−4.9% | Reduced |
| Van Cleef Asset Management,Inc | 6,525 | $266.4K | 0.03% | −125−1.9% | Reduced |
| Merrion Investment Management Co, LLC | 6,500 | $265.4K | 0.17% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,405 | $261.5K | 0.01% | +2,283+55.4% | Added |
| Ieq Capital, LLC | 6,200 | $253.1K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,165 | $251.7K | 0.02% | +700+12.8% | Added |
| Sax Wealth Advisors, LLC | 6,117 | $249.8K | 0.02% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $248.9K | 0.06% | 00.0% | Unchanged |
| Causey Wealth LLC | 6,035 | $246.4K | 0.13% | 00.0% | Unchanged |
| Old North State Trust, LLC | 6,035 | $246.0K | 0.17% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,000 | $245.0K | 0.03% | +6,000 | New |
| Vision Financial Markets LLC | 5,800 | $236.8K | 0.22% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 5,780 | $236.0K | 0.05% | 00.0% | Unchanged |
| CFC Planning Co LLC | 5,633 | $230.0K | 0.22% | +5,633 | New |
| Integrated Wealth Concepts LLC | 5,618 | $229.4K | 0.00% | −263−4.5% | Reduced |
| Roberts Glore & Co Inc | 5,485 | $224.0K | 0.07% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,450 | $222.5K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 5,427 | $221.6K | 0.01% | +56+1.0% | Added |
| Kovitz Investment Group Partners, LLC | 5,214 | $212.9K | 0.00% | +5,214 | New |
| Capital Investment Advisors, LLC | 5,185 | $211.7K | 0.00% | −70−1.3% | Reduced |
| Bryn Mawr Trust Co | 5,150 | $210.3K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,133 | $209.6K | 0.01% | +5,133 | New |
| Americana Partners, LLC | 5,062 | $206.7K | 0.01% | +5,062 | New |
| Tyche Wealth Partners LLC | 5,000 | $204.2K | 0.04% | +5,000 | New |
| 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 |