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 |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 14,272 | $545.5K | 0.13% | +157+1.1% | Added |
| Private Advisor Group, LLC | 14,266 | $545.3K | 0.00% | +1,975+16.1% | Added |
| Segall Bryant & Hamill, LLC | 14,100 | $538.9K | 0.01% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 13,625 | $520.7K | 0.05% | 00.0% | Unchanged |
| F/M Investments LLC | 13,465 | $514.6K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 13,380 | $511.4K | 0.00% | +3,000+28.9% | Added |
| Stratos Wealth Partners, LTD. | 13,190 | $504.1K | 0.01% | +289+2.2% | Added |
| National Philanthropic Trust | 13,000 | $496.9K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,670 | $484.2K | 0.00% | +3,697+41.2% | Added |
| Sanctuary Advisors, LLC | 12,505 | $477.9K | 0.00% | +1,002+8.7% | Added |
| FCG Investment Co | 12,455 | $476.0K | 0.22% | +3,582+40.4% | Added |
| Canton Hathaway, LLC | 12,400 | $474.0K | 0.09% | −14,600−54.1% | Reduced |
| MAI Capital Management | 12,391 | $473.6K | 0.00% | −228−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 12,216 | $466.9K | 0.01% | −107−0.9% | Reduced |
| Simplex Trading, LLC | 12,064 | $461.0K | 0.01% | +11,153+1,224.3% | Added |
| Jaffetilchin Investment Partners, LLC | 11,650 | $445.3K | 0.03% | −3,921−25.2% | Reduced |
| Redmont Wealth Advisors LLC | 11,373 | $434.7K | 0.61% | 00.0% | Unchanged |
| Jump Financial, LLC | 11,227 | $429.1K | 0.01% | +11,227 | New |
| Northern Trust Corp | 11,102 | $424.3K | 0.00% | +11,102 | New |
| Wedbush Securities Inc | 10,905 | $417.0K | 0.01% | +2,225+25.6% | Added |
| Bank of Montreal | 10,841 | $414.3K | 0.00% | +10,841 | New |
| Nadler Financial Group, Inc. | 10,840 | $414.3K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,776 | $411.9K | 0.02% | +853+8.6% | Added |
| Flagship Harbor Advisors, LLC | 10,764 | $411.4K | 0.02% | +1,579+17.2% | Added |
| SEI Investments Co | 10,679 | $408.2K | 0.00% | +1,116+11.7% | Added |
| GWM Advisors LLC | 10,585 | $404.6K | 0.00% | +7,287+221.0% | Added |
| Johnson Investment Counsel Inc | 10,434 | $398.8K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,383 | $396.8K | 0.01% | −3,993−27.8% | Reduced |
| Farther Finance Advisors, LLC | 10,264 | $392.3K | 0.01% | −1,248−10.8% | Reduced |
| Joel Isaacson & Co., LLC | 10,252 | $391.8K | 0.01% | +75+0.7% | Added |
| Integrated Advisors Network LLC | 10,249 | $391.7K | 0.02% | −200−1.9% | Reduced |
| Cadent Capital Advisors, LLC | 10,080 | $385.3K | 0.10% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 9,900 | $378.4K | 0.17% | 00.0% | Unchanged |
| Birinyi Associates Inc | 9,664 | $369.0K | 0.09% | −597−5.8% | Reduced |
| Western Wealth Management, LLC | 9,604 | $367.1K | 0.02% | +5+0.1% | Added |
| Hudson Portfolio Management LLC | 9,450 | $361.2K | 0.32% | 00.0% | Unchanged |
| Mallini Complete Financial Planning LLC | 9,353 | $357.5K | 0.29% | – | – |
| Chevy Chase Trust Holdings, Inc. | 9,000 | $344.0K | 0.00% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 8,801 | $336.4K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,755 | $334.6K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 8,717 | $333.2K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,696 | $332.3K | 0.01% | −440−4.8% | Reduced |
| Aptus Capital Advisors, LLC | 8,661 | $331.0K | 0.00% | −864−9.1% | Reduced |
| David Loasby | 8,598 | $330.5K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,584 | $325.6K | 0.00% | +1,432+20.0% | Added |
| Cerity Partners LLC | 8,433 | $322.3K | 0.00% | +8,433 | New |
| Second Line Capital, LLC | 8,426 | $322.0K | 0.07% | −869−9.3% | Reduced |
| Mercer Global Advisors Inc | 8,397 | $320.9K | 0.00% | +576+7.4% | Added |
| Moody National Bank Trust Division | 8,372 | $320.0K | 0.03% | −34−0.4% | Reduced |
| Krilogy Financial LLC | 7,982 | $316.2K | 0.01% | +7,982 | New |
| Mackenzie Financial Corp | 8,210 | $313.8K | 0.00% | −5,220−38.9% | Reduced |
| Sittner & Nelson, LLC | 8,100 | $309.6K | 0.11% | 00.0% | Unchanged |
| Tepp RIA, LLC | 8,032 | $307.0K | 0.35% | +349+4.5% | Added |
| One Capital Management, LLC | 8,029 | $306.9K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 7,927 | $303.0K | 0.02% | −1,000−11.2% | Reduced |
| Cary Street Partners Financial LLC | 7,922 | $302.8K | 0.01% | +62+0.8% | Added |
| Haverford Trust Co | 7,906 | $302.2K | 0.00% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 7,722 | $295.1K | 0.04% | +20.0% | Added |
| Beck Mack & Oliver LLC | 7,658 | $292.7K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 7,575 | $289.5K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 7,564 | $289.1K | 0.05% | +7,564 | New |
| Rothschild Investment LLC | 7,500 | $286.6K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,350 | $280.9K | 0.01% | −4,200−36.4% | Reduced |
| Chicago Partners Investment Group LLC | 6,833 | $276.1K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 7,155 | $273.5K | 0.02% | −135−1.9% | Reduced |
| Opal Wealth Advisors, LLC | 7,111 | $271.8K | 0.08% | 00.0% | Unchanged |
| Consolidated Planning Corp | 7,051 | $269.5K | 0.03% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $267.5K | 0.11% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,995 | $267.3K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 6,915 | $264.3K | 0.00% | +300+4.5% | Added |
| Zevin Asset Management LLC | 6,863 | $262.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,710 | $256.4K | 0.00% | −815−10.8% | Reduced |
| DRW Securities, LLC | 6,695 | $254.7K | 0.01% | −10,772−61.7% | Reduced |
| HFG Advisors, Inc. | 6,560 | $250.7K | 0.18% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,525 | $249.4K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6,500 | $248.4K | 0.01% | +6,500 | New |
| Merrion Investment Management Co, LLC | 6,500 | $248.4K | 0.14% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,482 | $247.8K | 0.00% | +77+1.2% | Added |
| KW Wealth Management LLC | 6,388 | $244.1K | 0.42% | +6,388 | New |
| Glenview Trust Co | 6,204 | $237.1K | 0.00% | +6,204 | New |
| Ieq Capital, LLC | 6,200 | $237.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,178 | $236.1K | 0.02% | +13+0.2% | Added |
| Sax Wealth Advisors, LLC | 6,117 | $233.8K | 0.01% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $233.0K | 0.05% | 00.0% | Unchanged |
| Old North State Trust, LLC | 6,035 | $231.0K | 0.14% | 00.0% | Unchanged |
| Causey Wealth LLC | 6,035 | $230.7K | 0.11% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,000 | $229.3K | 0.03% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 6,000 | $229.3K | 0.06% | +6,000 | New |
| Ausdal Financial Partners, Inc. | 5,919 | $226.2K | 0.01% | +786+15.3% | Added |
| Vision Financial Markets LLC | 5,800 | $221.7K | 0.19% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 5,780 | $220.9K | 0.05% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 5,704 | $218.0K | 0.02% | +5,704 | New |
| Quantum Private Wealth, LLC | 5,700 | $217.9K | 0.06% | +5,700 | New |
| Integrated Wealth Concepts LLC | 5,543 | $211.9K | 0.00% | −75−1.3% | Reduced |
| Crumly & Associates Inc. | 5,491 | $209.9K | 0.05% | +5,491 | New |
| Roberts Glore & Co Inc | 5,485 | $209.6K | 0.06% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,450 | $208.3K | 0.03% | 00.0% | Unchanged |
| Fiduciary Group LLC | 5,315 | $203.1K | 0.02% | −1,250−19.0% | Reduced |
| Bryn Mawr Trust Co | 5,150 | $196.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,347 | $166.1K | 0.00% | −4,044−48.2% | Reduced |