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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 4,135 | $168.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,001 | $163.0K | 0.00% | +4,001 | New |
| Caldwell Sutter Capital, Inc. | 3,520 | $143.7K | 0.07% | −85−2.4% | Reduced |
| Anchor Investment Management, LLC | 3,375 | $137.8K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,298 | $134.7K | 0.00% | +19+0.6% | Added |
| EverSource Wealth Advisors, LLC | 2,616 | $106.8K | 0.00% | +2+0.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $106.2K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,575 | $105.1K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,529 | $103.3K | 0.06% | +50+2.0% | Added |
| Atticus Wealth Management, LLC | 2,345 | $95.7K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,341 | $95.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,000 | $81.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,992 | $81.4K | 0.00% | +23+1.2% | Added |
| Costello Asset Management, INC | 1,900 | $77.6K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,829 | $74.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,500 | $61.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,435 | $58.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,300 | $53.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,200 | $49.0K | 0.00% | −50−4.0% | Reduced |
| GHP Investment Advisors, Inc. | 1,154 | $47.1K | 0.00% | +23+2.0% | Added |
| Kozak & Associates, Inc. | 1,125 | $46.3K | 0.01% | +18+1.6% | Added |
| Glass Jacobson Investment Advisors llc | 1,129 | $46.1K | 0.02% | +53+4.9% | 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 |
| Truvestments Capital LLC | 939 | $38.3K | 0.01% | +19+2.1% | Added |
| Simplex Trading, LLC | 911 | $37.0K | 0.00% | +911 | New |
| Bokf, NA | 800 | $32.7K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 783 | $32.0K | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 675 | $27.6K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 670 | $27.4K | 0.01% | −5−0.7% | Reduced |
| FSA Wealth Management LLC | 604 | $24.6K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 600 | $24.5K | 0.00% | +600 | New |
| CoreFirst Bank & Trust | 600 | $24.5K | 0.01% | +600 | New |
| Cape Investment Advisory, Inc. | 567 | $23.1K | 0.01% | −173−23.4% | Reduced |
| Avion Wealth | 584 | $23.0K | 0.01% | +28+5.0% | Added |
| Armstrong Advisory Group, Inc | 503 | $20.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 500 | $20.4K | 0.00% | +500 | New |
| Grove Bank & Trust | 500 | $20.4K | 0.00% | +500 | New |
| Principal Securities, Inc. | 479 | $19.6K | 0.00% | −153−24.2% | Reduced |
| Salem Investment Counselors Inc | 450 | $18.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 444 | $18.1K | 0.00% | −50−10.1% | Reduced |
| SJS Investment Consulting Inc. | 420 | $17.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 388 | $15.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 407 | $15.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 350 | $14.3K | 0.00% | +2+0.6% | Added |
| Delta Asset Management LLC | 310 | $12.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Iron Horse Wealth Management, LLC | 286 | $11.7K | 0.00% | +286 | New |
| Scarborough Advisors, LLC | 279 | $11.4K | 0.00% | +279 | New |
| National Bank of Canada | 255 | $10.4K | 0.00% | −51−16.7% | Reduced |
| Fourth Dimension Wealth, LLC | 240 | $9.80K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 226 | $9.22K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 219 | $8.78K | 0.00% | +219 | New |
| LRI Investments, LLC | 197 | $8.04K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 190 | $7.76K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 187 | $7.63K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 186 | $7.59K | 0.01% | +4+2.2% | Added |
| Whittier Trust Co of Nevada Inc | 159 | $6.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 150 | $6.13K | 0.00% | −100−40.0% | Reduced |
| Tower Research Capital LLC (TRC) | 124 | $5.06K | 0.00% | −863−87.4% | Reduced |
| NBC Securities, Inc. | 126 | $5.00K | 0.00% | −2,166−94.5% | Reduced |
| IFP Advisors, Inc | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $4.08K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 90 | $3.67K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 71 | $3.00K | 0.00% | +38+115.2% | Added |
| Kessler Investment Group, LLC | 70 | $2.86K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 33 | $1.35K | 0.00% | +33 | New |
| DHJJ Financial Advisors, Ltd. | 16 | $654 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4 | $163 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $37 | 0.00% | −42−97.7% | Reduced |
| CIBC Private Wealth Group, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Jennison Associates LLC | 0 | $0 | 0.00% | −911,558−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −525,825−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −174,060−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −174,060−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −136,890−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −100,318−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −87,916−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −83,583−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −79,979−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −55,856−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −48,880−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −44,807−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −29,396−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −27,804−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −22,545−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −20,094−100.0% | Sold out |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −13,467−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −13,355−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −13,355−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −8,001−100.0% | Sold out |