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 |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 6,035 | $226.0K | 0.13% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $228.2K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 6,134 | $229.7K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,200 | $232.1K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 6,204 | $232.3K | 0.00% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 6,500 | $243.4K | 0.13% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 6,503 | $243.5K | 0.07% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,525 | $244.3K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,605 | $247.0K | 0.01% | −3,120−32.1% | Reduced |
| Northern Trust Corp | 6,601 | $247.1K | 0.00% | −4,500−40.5% | Reduced |
| SRS Capital Advisors, Inc. | 6,682 | $250.2K | 0.01% | +107+1.6% | Added |
| State of Wyoming | 6,829 | $255.7K | 0.03% | +1,106+19.3% | Added |
| Flagship Harbor Advisors, LLC | 6,845 | $256.3K | 0.01% | −2,650−27.9% | Reduced |
| Coastal Bridge Advisors, LLC | 6,889 | $257.9K | 0.02% | +6,889 | New |
| Essex Financial Services, Inc. | 6,995 | $261.9K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $262.1K | 0.11% | 00.0% | Unchanged |
| Consolidated Planning Corp | 7,051 | $264.0K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 7,111 | $266.2K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 7,269 | $272.1K | 0.00% | −4,669−39.1% | Reduced |
| Private Advisor Group, LLC | 7,300 | $273.3K | 0.00% | −6,944−48.8% | Reduced |
| Ancora Advisors, LLC | 7,350 | $275.2K | 0.01% | −1,000−12.0% | Reduced |
| Zevin Asset Management LLC | 7,499 | $280.8K | 0.04% | +636+9.3% | Added |
| FSM Wealth Advisors, LLC | 7,522 | $281.6K | 0.04% | −156−2.0% | Reduced |
| RMB Capital Management, LLC | 7,575 | $283.6K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 7,658 | $286.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,706 | $288.5K | 0.00% | +174+2.3% | Added |
| One Capital Management, LLC | 7,829 | $293.2K | 0.01% | −200−2.5% | Reduced |
| Stirlingshire Investments, Inc. | 7,900 | $295.8K | 0.26% | +7,900 | New |
| Haverford Trust Co | 7,906 | $296.0K | 0.00% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 7,950 | $297.6K | 0.30% | −500−5.9% | Reduced |
| Aptus Capital Advisors, LLC | 8,021 | $300.3K | 0.00% | −390−4.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,052 | $301.5K | 0.02% | +23+0.3% | Added |
| Cary Street Partners Financial LLC | 8,085 | $302.7K | 0.01% | +87+1.1% | Added |
| Jeppson Wealth Management, LLC | 8,103 | $303.4K | 0.10% | +8,103 | New |
| Fortis Capital Advisors, LLC | 8,171 | $305.9K | 0.04% | +335+4.3% | Added |
| Mackenzie Financial Corp | 8,200 | $307.0K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 7,982 | $309.0K | 0.01% | 00.0% | Unchanged |
| Second Line Capital, LLC | 8,021 | $320.0K | 0.06% | −150−1.8% | Reduced |
| Moody National Bank Trust Division | 8,614 | $322.5K | 0.03% | +145+1.7% | Added |
| Nicolet Bankshares Inc | 8,598 | $326.6K | 0.01% | +8,598 | New |
| Johnson Investment Counsel Inc | 8,734 | $327.0K | 0.00% | −1,700−16.3% | Reduced |
| Summit Trail Advisors, LLC | 8,755 | $327.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8,966 | $335.7K | 0.00% | −1,883−17.4% | Reduced |
| Franklin Resources Inc | 8,975 | $336.0K | 0.00% | −375,765−97.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 9,000 | $337.0K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 9,048 | $338.8K | 0.05% | +418+4.8% | Added |
| Farther Finance Advisors, LLC | 9,042 | $343.5K | 0.00% | +694+8.3% | Added |
| Argent Trust Co | 9,322 | $349.0K | 0.01% | −52,592−84.9% | Reduced |
| HB Wealth Management, LLC | 9,358 | $350.4K | 0.00% | −6,104−39.5% | Reduced |
| Hudson Portfolio Management LLC | 9,450 | $353.8K | 0.30% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 9,826 | $367.9K | 0.02% | +237+2.5% | Added |
| Fund Advisors of America Inc | 9,903 | $370.8K | 0.38% | +523+5.6% | Added |
| Mercer Global Advisors Inc | 9,931 | $371.8K | 0.00% | +2,784+39.0% | Added |
| Northland Securities, Inc. | 10,000 | $374.4K | 0.36% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 10,080 | $377.4K | 0.10% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10,100 | $378.1K | 0.14% | −500−4.7% | Reduced |
| Mallini Complete Financial Planning LLC | 10,236 | $383.3K | 0.30% | – | – |
| Alessandra Capital Management, LLC | 10,275 | $384.7K | 0.33% | +1,100+12.0% | Added |
| Cerity Partners LLC | 10,286 | $385.1K | 0.00% | +133+1.3% | Added |
| Nadler Financial Group, Inc. | 10,836 | $405.7K | 0.04% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 11,250 | $421.2K | 0.02% | −458−3.9% | Reduced |
| Integrated Advisors Network LLC | 11,259 | $421.5K | 0.02% | +10+0.1% | Added |
| Capital Investment Advisors, LLC | 11,272 | $422.0K | 0.01% | +1,233+12.3% | Added |
| Western Wealth Management, LLC | 11,635 | $435.6K | 0.02% | +2,025+21.1% | Added |
| Pensionmark Financial Group, LLC | 11,727 | $439.1K | 0.01% | +30.0% | Added |
| Herold Advisors, Inc. | 11,800 | $441.8K | 0.10% | −3,900−24.8% | Reduced |
| Brookwood Investment Group LLC | 12,044 | $450.9K | 0.06% | +29+0.2% | Added |
| Sanctuary Advisors, LLC | 12,058 | $451.5K | 0.00% | +122+1.0% | Added |
| MAI Capital Management | 12,250 | $458.6K | 0.00% | +10+0.1% | Added |
| Pekin Hardy Strauss, Inc. | 12,365 | $462.9K | 0.05% | +6,161+99.3% | Added |
| J.W. Cole Advisors, Inc. | 12,427 | $465.2K | 0.02% | +349+2.9% | Added |
| Creative Planning | 12,509 | $468.4K | 0.00% | +515+4.3% | Added |
| MML Investors Services, LLC | 12,510 | $468.4K | 0.00% | −3,303−20.9% | Reduced |
| Captrust Financial Advisors | 12,656 | $473.8K | 0.00% | +319+2.6% | Added |
| Canton Hathaway, LLC | 12,800 | $479.2K | 0.10% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 13,000 | $486.7K | 0.04% | +13,000 | New |
| Jones Financial Companies LLLP | 13,730 | $489.6K | 0.00% | +3,609+35.7% | Added |
| Lewis Asset Management, LLC | 13,112 | $490.9K | 0.20% | +13,112 | New |
| Stratos Wealth Partners, LTD. | 13,366 | $500.5K | 0.01% | +916+7.4% | Added |
| Shulman DeMeo Asset Management LLC | 13,454 | $503.7K | 0.11% | −943−6.5% | Reduced |
| F/M Investments LLC | 13,465 | $504.1K | 0.03% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 13,625 | $510.1K | 0.04% | −800−5.5% | Reduced |
| Segall Bryant & Hamill, LLC | 14,000 | $524.2K | 0.01% | 00.0% | Unchanged |
| Future Fund LLC | 14,439 | $540.6K | 0.19% | +93+0.6% | Added |
| Tritonpoint Wealth, LLC | 14,466 | $541.6K | 0.06% | −4,000−21.7% | Reduced |
| Prospera Financial Services Inc | 14,492 | $542.6K | 0.01% | +9,068+167.2% | Added |
| Baldwin Brothers Inc | 14,525 | $543.8K | 0.04% | −3,000−17.1% | Reduced |
| DRW Securities, LLC | 14,961 | $560.1K | 0.03% | +14,961 | New |
| Rhodes Investment Advisors Inc | 15,275 | $571.9K | 0.49% | −3,250−17.5% | Reduced |
| 10Elms LLP | 15,460 | $578.8K | 0.37% | 00.0% | Unchanged |
| Resources Management Corp | 15,550 | $582.0K | 0.08% | 00.0% | Unchanged |
| Clear Street Markets LLC | 15,600 | $584.1K | 0.28% | +15,600 | New |
| Concurrent Investment Advisors, LLC | 16,576 | $620.6K | 0.01% | +358+2.2% | Added |
| JBR Co Financial Management Inc | 16,401 | $631.1K | 0.26% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 16,928 | $633.8K | 0.01% | +6,142+56.9% | Added |
| Mutual Advisors, LLC | 16,991 | $636.2K | 0.01% | +33+0.2% | Added |
| Truist Financial Corp | 17,081 | $639.5K | 0.00% | +232+1.4% | Added |
| Oppenheimer & Co Inc | 17,525 | $656.1K | 0.01% | −193−1.1% | Reduced |
| Lido Advisors, LLC | 18,183 | $680.8K | 0.00% | +238+1.3% | Added |
| Zazove Associates LLC | 18,300 | $685.2K | 0.03% | +18,300 | New |