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, Q3 2025
Institutional positions in Alliancebernstein Holding L.P. as of Sep 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
- 274
- +2 vs. Q2 2025
- Shares held
- 14.0M
- +610.8K (+4.6%) vs. Q2 2025
- Total value
- $533.5M
- −$11.6M (−2.1%) vs. Q2 2025
- New holders
- 22
- 93 more added
- Sold out
- 20
- 59 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HFG Advisors, Inc. | 6,560 | $250.7K | 0.18% | 00.0% | Unchanged |
| DRW Securities, LLC | 6,695 | $254.7K | 0.01% | −10,772−61.7% | Reduced |
| Advisory Services Network, LLC | 6,710 | $256.4K | 0.00% | −815−10.8% | Reduced |
| Zevin Asset Management LLC | 6,863 | $262.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 6,915 | $264.3K | 0.00% | +300+4.5% | Added |
| Essex Financial Services, Inc. | 6,995 | $267.3K | 0.02% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $267.5K | 0.11% | 00.0% | Unchanged |
| Consolidated Planning Corp | 7,051 | $269.5K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 7,111 | $271.8K | 0.08% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,155 | $273.5K | 0.02% | −135−1.9% | Reduced |
| Chicago Partners Investment Group LLC | 6,833 | $276.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,350 | $280.9K | 0.01% | −4,200−36.4% | Reduced |
| Rothschild Investment LLC | 7,500 | $286.6K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 7,564 | $289.1K | 0.05% | +7,564 | New |
| RMB Capital Management, LLC | 7,575 | $289.5K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 7,658 | $292.7K | 0.01% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 7,722 | $295.1K | 0.04% | +20.0% | Added |
| Haverford Trust Co | 7,906 | $302.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 7,922 | $302.8K | 0.01% | +62+0.8% | Added |
| Sonora Investment Management Group, LLC | 7,927 | $303.0K | 0.02% | −1,000−11.2% | Reduced |
| One Capital Management, LLC | 8,029 | $306.9K | 0.01% | 00.0% | Unchanged |
| Tepp RIA, LLC | 8,032 | $307.0K | 0.35% | +349+4.5% | Added |
| Sittner & Nelson, LLC | 8,100 | $309.6K | 0.11% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,210 | $313.8K | 0.00% | −5,220−38.9% | Reduced |
| Krilogy Financial LLC | 7,982 | $316.2K | 0.01% | +7,982 | New |
| Moody National Bank Trust Division | 8,372 | $320.0K | 0.03% | −34−0.4% | Reduced |
| Mercer Global Advisors Inc | 8,397 | $320.9K | 0.00% | +576+7.4% | Added |
| Second Line Capital, LLC | 8,426 | $322.0K | 0.07% | −869−9.3% | Reduced |
| Cerity Partners LLC | 8,433 | $322.3K | 0.00% | +8,433 | New |
| Jones Financial Companies LLLP | 8,584 | $325.6K | 0.00% | +1,432+20.0% | Added |
| David Loasby | 8,598 | $330.5K | 0.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 8,661 | $331.0K | 0.00% | −864−9.1% | Reduced |
| Independent Advisor Alliance | 8,696 | $332.3K | 0.01% | −440−4.8% | Reduced |
| Pensionmark Financial Group, LLC | 8,717 | $333.2K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,755 | $334.6K | 0.00% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 8,801 | $336.4K | 0.01% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 9,000 | $344.0K | 0.00% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | 9,353 | $357.5K | 0.29% | – | – |
| Hudson Portfolio Management LLC | 9,450 | $361.2K | 0.32% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,604 | $367.1K | 0.02% | +5+0.1% | Added |
| Birinyi Associates Inc | 9,664 | $369.0K | 0.09% | −597−5.8% | Reduced |
| New England Research & Management, Inc. | 9,900 | $378.4K | 0.17% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 10,080 | $385.3K | 0.10% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 10,249 | $391.7K | 0.02% | −200−1.9% | Reduced |
| Joel Isaacson & Co., LLC | 10,252 | $391.8K | 0.01% | +75+0.7% | Added |
| Farther Finance Advisors, LLC | 10,264 | $392.3K | 0.01% | −1,248−10.8% | Reduced |
| Prospera Financial Services Inc | 10,383 | $396.8K | 0.01% | −3,993−27.8% | Reduced |
| Johnson Investment Counsel Inc | 10,434 | $398.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10,585 | $404.6K | 0.00% | +7,287+221.0% | Added |
| SEI Investments Co | 10,679 | $408.2K | 0.00% | +1,116+11.7% | Added |
| Flagship Harbor Advisors, LLC | 10,764 | $411.4K | 0.02% | +1,579+17.2% | Added |
| PFG Investments, LLC | 10,776 | $411.9K | 0.02% | +853+8.6% | Added |
| Nadler Financial Group, Inc. | 10,840 | $414.3K | 0.04% | 00.0% | Unchanged |
| Bank of Montreal | 10,841 | $414.3K | 0.00% | +10,841 | New |
| Wedbush Securities Inc | 10,905 | $417.0K | 0.01% | +2,225+25.6% | Added |
| Northern Trust Corp | 11,102 | $424.3K | 0.00% | +11,102 | New |
| Jump Financial, LLC | 11,227 | $429.1K | 0.01% | +11,227 | New |
| Redmont Wealth Advisors LLC | 11,373 | $434.7K | 0.61% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 11,650 | $445.3K | 0.03% | −3,921−25.2% | Reduced |
| Simplex Trading, LLC | 12,064 | $461.0K | 0.01% | +11,153+1,224.3% | Added |
| J.W. Cole Advisors, Inc. | 12,216 | $466.9K | 0.01% | −107−0.9% | Reduced |
| MAI Capital Management | 12,391 | $473.6K | 0.00% | −228−1.8% | Reduced |
| Canton Hathaway, LLC | 12,400 | $474.0K | 0.09% | −14,600−54.1% | Reduced |
| FCG Investment Co | 12,455 | $476.0K | 0.22% | +3,582+40.4% | Added |
| Sanctuary Advisors, LLC | 12,505 | $477.9K | 0.00% | +1,002+8.7% | Added |
| Captrust Financial Advisors | 12,670 | $484.2K | 0.00% | +3,697+41.2% | Added |
| National Philanthropic Trust | 13,000 | $496.9K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,190 | $504.1K | 0.01% | +289+2.2% | Added |
| US Bancorp | 13,380 | $511.4K | 0.00% | +3,000+28.9% | Added |
| F/M Investments LLC | 13,465 | $514.6K | 0.02% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 13,625 | $520.7K | 0.05% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 14,100 | $538.9K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,266 | $545.3K | 0.00% | +1,975+16.1% | Added |
| Shulman DeMeo Asset Management LLC | 14,272 | $545.5K | 0.13% | +157+1.1% | Added |
| Wealth Preservation Advisors, LLC | 15,061 | $575.6K | 0.33% | 00.0% | Unchanged |
| Creative Planning | 15,119 | $577.8K | 0.00% | +450+3.1% | Added |
| 10Elms LLP | 15,460 | $590.9K | 0.53% | 00.0% | Unchanged |
| Resources Management Corp | 15,550 | $594.0K | 0.08% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 15,700 | $600.1K | 0.14% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,898 | $607.6K | 0.00% | +3,878+32.3% | Added |
| Concurrent Investment Advisors, LLC | 16,169 | $618.0K | 0.01% | −1,087−6.3% | Reduced |
| Crestwood Advisors Group LLC | 16,276 | $622.1K | 0.01% | −10,148−38.4% | Reduced |
| Future Fund LLC | 16,299 | $622.9K | 0.22% | +3,255+25.0% | Added |
| Truist Financial Corp | 16,991 | $649.4K | 0.00% | +231+1.4% | Added |
| Lido Advisors, LLC | 17,217 | $658.0K | 0.00% | +1,950+12.8% | Added |
| JBR Co Financial Management Inc | 17,251 | $659.3K | 0.28% | +3,646+26.8% | Added |
| Mutual Advisors, LLC | 16,929 | $665.5K | 0.01% | +2,524+17.5% | Added |
| Baldwin Brothers Inc | 17,525 | $669.8K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17,925 | $685.1K | 0.02% | +246+1.4% | Added |
| Resources Investment Advisors, LLC. | 18,359 | $701.7K | 0.01% | +2,158+13.3% | Added |
| Vident Advisory, LLC | 18,392 | $702.9K | 0.01% | +18,392 | New |
| Keystone Financial Group | 18,977 | $739.2K | 0.06% | −192−1.0% | Reduced |
| Formidable Asset Management, LLC | 18,810 | $768.0K | 0.12% | −3,510−15.7% | Reduced |
| Sequoia Financial Advisors, LLC | 20,455 | $781.8K | 0.00% | +147+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 20,495 | $783.3K | 0.00% | +2,841+16.1% | Added |
| Bramshill Investments, LLC | 20,692 | $790.8K | 0.05% | −495−2.3% | Reduced |
| Oppenheimer & Co Inc | 20,913 | $799.3K | 0.01% | +3,037+17.0% | Added |
| BluePath Capital Management, LLC | 21,245 | $812.0K | 0.59% | +5,315+33.4% | Added |
| Tritonpoint Wealth, LLC | 21,466 | $820.4K | 0.07% | +4,000+22.9% | Added |
| Equitable Holdings, Inc. | 21,700 | $829.4K | 0.01% | +1,727+8.6% | Added |