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, Q1 2026
Institutional positions in Alliancebernstein Holding L.P. as of Mar 31, 2026. 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
- 284
- +4 vs. Q4 2025
- Shares held
- 12.1M
- −2.47M (−17.0%) vs. Q4 2025
- Total value
- $452.8M
- −$108.3M (−19.3%) vs. Q4 2025
- New holders
- 29
- 103 more added
- Sold out
- 25
- 62 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2 | $75 | 0.00% | −2−50.0% | Reduced |
| SWAN Capital LLC | 15 | $562 | 0.00% | +15 | New |
| DHJJ Financial Advisors, Ltd. | 16 | $600 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 82 | $3.07K | 0.00% | +1+1.2% | Added |
| Parkside Financial Bank & Trust | 83 | $3.11K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $3.74K | 0.00% | +100 | New |
| National Bank of Canada | 130 | $4.86K | 0.00% | −20−13.3% | Reduced |
| NBC Securities, Inc. | 135 | $5.06K | 0.00% | +3+2.3% | Added |
| Glen Eagle Advisors, LLC | 150 | $5.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $5.62K | 0.00% | +150 | New |
| Whittier Trust Co of Nevada Inc | 159 | $6.06K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 187 | $7.00K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 190 | $7.11K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 197 | $7.37K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 198 | $7.42K | 0.00% | +5+2.6% | Added |
| Atlantic Union Bankshares Corp | 200 | $7.49K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 200 | $7.49K | 0.00% | +200 | New |
| TD Capital Management LLC | 226 | $8.46K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 240 | $8.99K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 285 | $10.7K | 0.00% | −19−6.3% | Reduced |
| Armstrong Advisory Group, Inc | 295 | $11.0K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 297 | $11.1K | 0.00% | +7+2.4% | Added |
| BOK Financial Private Wealth, Inc. | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $11.2K | 0.00% | +300 | New |
| Rossby Financial, LCC | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 305 | $11.6K | 0.00% | +305 | New |
| Delta Asset Management LLC | 310 | $11.6K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 400 | $15.0K | 0.00% | +400 | New |
| Horizon Investments, LLC | 438 | $16.1K | 0.00% | +219+100.0% | Added |
| Clearstead Advisors, LLC | 444 | $16.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 500 | $18.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 500 | $18.7K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 547 | $20.5K | 0.01% | +247+82.3% | Added |
| Financial Consulate, Inc | 554 | $20.7K | 0.00% | +14+2.6% | Added |
| CoreCap Advisors, LLC | 566 | $21.2K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 600 | $22.5K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 600 | $22.5K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 622 | $23.0K | 0.00% | +15+2.5% | Added |
| Kozak & Associates, Inc. | 706 | $27.3K | 0.01% | +16+2.3% | Added |
| Axiom Investment Management LLC | 735 | $27.5K | 0.02% | +735 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 758 | $28.4K | 0.02% | +18+2.4% | Added |
| Harbour Investments, Inc. | 766 | $28.7K | 0.00% | +721+1,602.2% | Added |
| GoalVest Advisory LLC | 783 | $29.3K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 798 | $29.9K | 0.00% | +798 | New |
| Bokf, NA | 800 | $30.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 900 | $33.7K | 0.01% | +800+800.0% | Added |
| BNP Paribas Arbitrage, SA | 922 | $34.5K | 0.00% | +649+237.7% | Added |
| Zions Bancorporation, National Association | 1,000 | $37.4K | 0.00% | −1,000−50.0% | Reduced |
| HM Payson & Co | 1,000 | $37.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,000 | $37.5K | 0.01% | +23+2.4% | Added |
| Glass Jacobson Investment Advisors llc | 1,203 | $45.0K | 0.02% | +29+2.5% | Added |
| GHP Investment Advisors, Inc. | 1,230 | $46.0K | 0.00% | +30+2.5% | Added |
| Umb Bank N A | 1,300 | $48.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,300 | $48.7K | 0.00% | +1,073+472.7% | Added |
| Heritage Wealth Advisors | 1,350 | $50.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,500 | $56.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,500 | $56.2K | 0.00% | +500+50.0% | Added |
| UBS Asset Management Americas Inc | 1,500 | $56.2K | 0.00% | +1,500 | New |
| Parallel Advisors, LLC | 1,671 | $62.6K | 0.00% | +1,322+378.8% | Added |
| Ameriflex Group, Inc. | 1,700 | $63.6K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,900 | $71.1K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,948 | $72.9K | 0.00% | −686−26.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,028 | $75.9K | 0.00% | +515+34.0% | Added |
| Geneos Wealth Management Inc. | 2,071 | $77.6K | 0.00% | +30+1.5% | Added |
| Osterweis Capital Management Inc | 2,124 | $79.5K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 2,200 | $82.4K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,489 | $93.2K | 0.01% | +57+2.3% | Added |
| The PNC Financial Services Group, Inc. | 2,500 | $93.6K | 0.00% | +671+36.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $97.3K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,695 | $100.9K | 0.05% | +64+2.4% | Added |
| CWM, LLC | 2,862 | $107.2K | 0.00% | +62+2.2% | Added |
| Golden State Wealth Management, LLC | 2,890 | $108.2K | 0.01% | +296+11.4% | Added |
| Anchor Investment Management, LLC | 3,000 | $112.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,306 | $123.8K | 0.05% | −231−6.5% | Reduced |
| Citigroup Inc | 4,306 | $161.2K | 0.00% | +1,626+60.7% | Added |
| Beacon Investment Advisory Services, Inc. | 4,860 | $182.0K | 0.01% | +4,860 | New |
| Rothschild Investment LLC | 5,000 | $187.2K | 0.01% | −2,500−33.3% | Reduced |
| Bryn Mawr Trust Co | 5,150 | $192.8K | 0.00% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,345 | $200.1K | 0.07% | +5,345 | New |
| Gladstone Institutional Advisory LLC | 5,345 | $200.2K | 0.01% | +20+0.4% | Added |
| Onyx Bridge Wealth Group LLC | 5,400 | $202.2K | 0.02% | +5,400 | New |
| Roberts Glore & Co Inc | 5,485 | $205.4K | 0.06% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 5,491 | $205.6K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,510 | $206.3K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,511 | $206.3K | 0.01% | +18+0.3% | Added |
| IHT Wealth Management, LLC | 5,684 | $212.8K | 0.00% | +5,684 | New |
| Regal Investment Advisors LLC | 5,685 | $212.8K | 0.01% | +5,685 | New |
| Vision Financial Markets LLC | 5,700 | $213.4K | 0.21% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 5,700 | $213.4K | 0.07% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,721 | $214.2K | 0.01% | +33+0.6% | Added |
| Tepp RIA, LLC | 5,750 | $215.3K | 0.17% | −1,793−23.8% | Reduced |
| SEI Investments Co | 5,769 | $216.0K | 0.00% | −4,910−46.0% | Reduced |
| Peddock Capital Advisors, LLC | 5,780 | $216.4K | 0.05% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 6,000 | $224.6K | 0.05% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,000 | $224.6K | 0.04% | 00.0% | Unchanged |
| Causey Wealth LLC | 6,035 | $225.9K | 0.10% | 00.0% | Unchanged |