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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 5,345 | $200.2K | 0.01% | +20+0.4% | Added |
| Wealth Effects LLC | 5,345 | $200.1K | 0.07% | +5,345 | New |
| Bryn Mawr Trust Co | 5,150 | $192.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,000 | $187.2K | 0.01% | −2,500−33.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,860 | $182.0K | 0.01% | +4,860 | New |
| Citigroup Inc | 4,306 | $161.2K | 0.00% | +1,626+60.7% | Added |
| Caldwell Sutter Capital, Inc. | 3,306 | $123.8K | 0.05% | −231−6.5% | Reduced |
| Anchor Investment Management, LLC | 3,000 | $112.3K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,890 | $108.2K | 0.01% | +296+11.4% | Added |
| CWM, LLC | 2,862 | $107.2K | 0.00% | +62+2.2% | Added |
| Twin Lakes Capital Management, LLC | 2,695 | $100.9K | 0.05% | +64+2.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $97.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,500 | $93.6K | 0.00% | +671+36.7% | Added |
| North Star Investment Management Corp. | 2,489 | $93.2K | 0.01% | +57+2.3% | Added |
| Hilton Head Capital Partners, LLC | 2,200 | $82.4K | 0.05% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,124 | $79.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,071 | $77.6K | 0.00% | +30+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,028 | $75.9K | 0.00% | +515+34.0% | Added |
| EverSource Wealth Advisors, LLC | 1,948 | $72.9K | 0.00% | −686−26.0% | Reduced |
| Costello Asset Management, INC | 1,900 | $71.1K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,700 | $63.6K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,671 | $62.6K | 0.00% | +1,322+378.8% | Added |
| 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 |
| Heritage Wealth Advisors | 1,350 | $50.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| GHP Investment Advisors, Inc. | 1,230 | $46.0K | 0.00% | +30+2.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,203 | $45.0K | 0.02% | +29+2.5% | Added |
| Truvestments Capital LLC | 1,000 | $37.5K | 0.01% | +23+2.4% | 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 |
| BNP Paribas Arbitrage, SA | 922 | $34.5K | 0.00% | +649+237.7% | Added |
| Newbridge Financial Services Group, Inc. | 900 | $33.7K | 0.01% | +800+800.0% | Added |
| Bokf, NA | 800 | $30.0K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 798 | $29.9K | 0.00% | +798 | New |
| GoalVest Advisory LLC | 783 | $29.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 766 | $28.7K | 0.00% | +721+1,602.2% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 758 | $28.4K | 0.02% | +18+2.4% | Added |
| Axiom Investment Management LLC | 735 | $27.5K | 0.02% | +735 | New |
| Kozak & Associates, Inc. | 706 | $27.3K | 0.01% | +16+2.3% | Added |
| Avion Wealth | 622 | $23.0K | 0.00% | +15+2.5% | Added |
| Thompson Investment Management, Inc. | 600 | $22.5K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 600 | $22.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 566 | $21.2K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 554 | $20.7K | 0.00% | +14+2.6% | Added |
| Vermillion Wealth Management, Inc. | 547 | $20.5K | 0.01% | +247+82.3% | Added |
| Trust Co of Toledo NA | 500 | $18.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 500 | $18.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 444 | $16.6K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 438 | $16.1K | 0.00% | +219+100.0% | Added |
| Albion Financial Group | 400 | $15.0K | 0.00% | +400 | New |
| Delta Asset Management LLC | 310 | $11.6K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 305 | $11.6K | 0.00% | +305 | New |
| Whittier Trust Co | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Scarborough Advisors, LLC | 297 | $11.1K | 0.00% | +7+2.4% | Added |
| Armstrong Advisory Group, Inc | 295 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 285 | $10.7K | 0.00% | −19−6.3% | Reduced |
| Fourth Dimension Wealth, LLC | 240 | $8.99K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 226 | $8.46K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $7.49K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 200 | $7.49K | 0.00% | +200 | New |
| Hurley Capital, LLC | 198 | $7.42K | 0.00% | +5+2.6% | Added |
| LRI Investments, LLC | 197 | $7.37K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 190 | $7.11K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 187 | $7.00K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 159 | $6.06K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 150 | $5.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $5.62K | 0.00% | +150 | New |
| NBC Securities, Inc. | 135 | $5.06K | 0.00% | +3+2.3% | Added |
| National Bank of Canada | 130 | $4.86K | 0.00% | −20−13.3% | Reduced |
| IFP Advisors, Inc | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $3.74K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 83 | $3.11K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 82 | $3.07K | 0.00% | +1+1.2% | Added |
| DHJJ Financial Advisors, Ltd. | 16 | $600 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 15 | $562 | 0.00% | +15 | New |
| Orion Capital Management LLC | 2 | $75 | 0.00% | −2−50.0% | Reduced |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −227,323−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −47,510−100.0% | Sold out |
| Lavaca Capital LLC | 0 | $0 | 0.00% | −36,992−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −30,931−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −20,831−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,205−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −17,133−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −15,061−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −12,769−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10,760−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| KW Wealth Management LLC | 0 | $0 | 0.00% | −8,687−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,467−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −8,458−100.0% | Sold out |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −6,560−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,313−100.0% | Sold out |