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, Q2 2026
Institutional positions in Alliancebernstein Holding L.P. as of Jun 30, 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
- 292
- +10 vs. Q1 2026
- Shares held
- 12.1M
- −18.9K (−0.2%) vs. Q1 2026
- Total value
- $425.1M
- −$27.2M (−6.0%) vs. Q1 2026
- New holders
- 33
- 94 more added
- Sold out
- 23
- 73 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Alliancebernstein Holding L.P.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Causey Wealth LLC | 6,035 | $212.6K | 0.08% | 00.0% | Unchanged |
| Old North State Trust, LLC | 6,035 | $213.0K | 0.11% | 00.0% | Unchanged |
| Wealth Effects LLC | 6,050 | $213.1K | 0.06% | +705+13.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,095 | $214.7K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,200 | $218.4K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 6,204 | $218.5K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,413 | $225.9K | 0.00% | +729+12.8% | Added |
| Flagship Harbor Advisors, LLC | 6,426 | $226.3K | 0.01% | −419−6.1% | Reduced |
| Wedbush Securities Inc | 6,480 | $228.0K | 0.01% | −125−1.9% | Reduced |
| Merrion Investment Management Co, LLC | 6,500 | $228.9K | 0.11% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 6,503 | $229.0K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 6,565 | $231.2K | 0.00% | −704−9.7% | Reduced |
| Northern Trust Corp | 6,601 | $232.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,694 | $235.8K | 0.00% | −2,348−26.0% | Reduced |
| SRS Capital Advisors, Inc. | 6,779 | $238.8K | 0.00% | +97+1.5% | Added |
| Lewis Asset Management, LLC | 6,800 | $239.5K | 0.08% | −6,312−48.1% | Reduced |
| Coastal Bridge Advisors, LLC | 6,889 | $242.6K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,995 | $246.4K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 7,000 | $246.5K | 0.10% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 7,025 | $247.4K | 0.01% | +891+14.5% | Added |
| Consolidated Planning Corp | 7,051 | $248.3K | 0.03% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 7,374 | $259.0K | 0.04% | +7,374 | New |
| State of Tennessee, Treasury Department | 7,411 | $261.0K | 0.00% | +7,411 | New |
| Zevin Asset Management LLC | 7,499 | $264.1K | 0.04% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 7,522 | $264.9K | 0.03% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 7,525 | $265.0K | 0.03% | +1,000+15.3% | Added |
| RMB Capital Management, LLC | 7,575 | $266.8K | 0.00% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 7,658 | $269.7K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 7,906 | $278.4K | 0.00% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 7,950 | $280.0K | 0.24% | 00.0% | Unchanged |
| Krilogy Financial LLC | 7,982 | $281.1K | 0.01% | 00.0% | Unchanged |
| Second Line Capital, LLC | 8,067 | $284.1K | 0.05% | +46+0.6% | Added |
| Aptus Capital Advisors, LLC | 8,067 | $284.1K | 0.00% | +46+0.6% | Added |
| Mackenzie Financial Corp | 8,130 | $286.3K | 0.00% | −70−0.9% | Reduced |
| Cary Street Partners Financial LLC | 8,164 | $287.5K | 0.01% | +79+1.0% | Added |
| One Capital Management, LLC | 7,829 | $293.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,328 | $293.3K | 0.00% | +622+8.1% | Added |
| Johnson Investment Counsel Inc | 8,349 | $294.1K | 0.00% | −385−4.4% | Reduced |
| Stirlingshire Investments, Inc. | 8,401 | $295.9K | 0.22% | +501+6.3% | Added |
| Argent Trust Co | 8,422 | $296.6K | 0.01% | −900−9.7% | Reduced |
| Nicolet Bankshares Inc | 8,098 | $298.2K | 0.01% | −500−5.8% | Reduced |
| Jeppson Wealth Management, LLC | 8,553 | $301.2K | 0.09% | +450+5.6% | Added |
| Moody National Bank Trust Division | 8,632 | $304.0K | 0.03% | +18+0.2% | Added |
| Summit Trail Advisors, LLC | 8,755 | $308.3K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 8,877 | $312.6K | 0.02% | −10,110−53.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 9,000 | $317.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 9,021 | $317.7K | 0.00% | −5,471−37.8% | Reduced |
| Fortis Capital Advisors, LLC | 9,085 | $320.0K | 0.04% | +914+11.2% | Added |
| HB Wealth Management, LLC | 9,360 | $329.7K | 0.00% | +20.0% | Added |
| Hudson Portfolio Management LLC | 9,450 | $332.8K | 0.25% | 00.0% | Unchanged |
| Northland Securities, Inc. | 10,000 | $352.2K | 0.21% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 10,000 | $352.2K | 0.10% | +10,000 | New |
| Alessandra Capital Management, LLC | 10,075 | $354.8K | 0.25% | −200−1.9% | Reduced |
| Cadent Capital Advisors, LLC | 10,080 | $355.0K | 0.07% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10,100 | $355.7K | 0.11% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 10,128 | $356.7K | 0.32% | +225+2.3% | Added |
| Franklin Resources Inc | 10,325 | $363.6K | 0.00% | +1,350+15.0% | Added |
| Mallini Complete Financial Planning LLC | 10,357 | $364.8K | 0.26% | +121+1.2% | Added |
| Brookwood Investment Group LLC | 10,631 | $374.4K | 0.04% | −1,413−11.7% | Reduced |
| Cerity Partners LLC | 10,670 | $375.8K | 0.00% | +384+3.7% | Added |
| Nadler Financial Group, Inc. | 10,836 | $381.6K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 11,038 | $388.8K | 0.01% | −234−2.1% | Reduced |
| Sanctuary Advisors, LLC | 11,039 | $388.8K | 0.00% | −1,019−8.5% | Reduced |
| Integrity Alliance, LLC. | 11,250 | $396.2K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 11,337 | $399.0K | 0.08% | −463−3.9% | Reduced |
| Gsa Capital Partners LLP | 11,343 | $400.0K | 0.03% | +11,343 | New |
| Integrated Advisors Network LLC | 11,359 | $400.1K | 0.02% | +100+0.9% | Added |
| Creative Planning | 11,385 | $401.0K | 0.00% | −1,124−9.0% | Reduced |
| Pensionmark Financial Group, LLC | 11,037 | $408.3K | 0.01% | −690−5.9% | Reduced |
| Wedmont Private Capital | 11,044 | $410.4K | 0.01% | +11,044 | New |
| MAI Capital Management | 11,741 | $413.5K | 0.00% | −509−4.2% | Reduced |
| Western Wealth Management, LLC | 11,830 | $416.7K | 0.01% | +195+1.7% | Added |
| J.W. Cole Advisors, Inc. | 11,903 | $419.2K | 0.01% | −524−4.2% | Reduced |
| Integrated Wealth Concepts LLC | 11,920 | $419.8K | 0.00% | +11,920 | New |
| GWM Advisors LLC | 12,297 | $433.1K | 0.00% | +3,331+37.2% | Added |
| Ausdal Financial Partners, Inc. | 12,407 | $437.0K | 0.02% | +2,581+26.3% | Added |
| Northside Capital Management, LLC | 12,625 | $444.7K | 0.04% | −1,000−7.3% | Reduced |
| Canton Hathaway, LLC | 12,800 | $450.8K | 0.09% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 12,900 | $454.3K | 0.33% | −2,375−15.5% | Reduced |
| Stratos Wealth Partners, LTD. | 13,096 | $461.3K | 0.00% | −270−2.0% | Reduced |
| MML Investors Services, LLC | 13,168 | $463.8K | 0.00% | +658+5.3% | Added |
| Private Advisor Group, LLC | 13,209 | $465.2K | 0.00% | +5,909+80.9% | Added |
| F/M Investments LLC | 13,465 | $474.2K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 13,557 | $477.5K | 0.00% | +3,626+36.5% | Added |
| Shulman DeMeo Asset Management LLC | 13,633 | $480.1K | 0.09% | +179+1.3% | Added |
| Segall Bryant & Hamill, LLC | 14,000 | $493.1K | 0.01% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 14,054 | $495.0K | 0.02% | −27,672−66.3% | Reduced |
| Captrust Financial Advisors | 14,230 | $501.2K | 0.00% | +1,574+12.4% | Added |
| Pekin Hardy Strauss, Inc. | 14,317 | $504.3K | 0.04% | +1,952+15.8% | Added |
| Tritonpoint Wealth, LLC | 14,466 | $509.5K | 0.05% | 00.0% | Unchanged |
| TritonPoint Partners, LLC | 14,466 | $509.5K | 0.04% | +14,466 | New |
| Wealth Preservation Advisors, LLC | 15,061 | $530.4K | 0.30% | +15,061 | New |
| Resources Management Corp | 15,475 | $545.0K | 0.07% | −75−0.5% | Reduced |
| EP Wealth Advisors, LLC | 15,507 | $546.2K | 0.00% | +15,507 | New |
| 10Elms LLP | 15,553 | $547.8K | 0.23% | +93+0.6% | Added |
| Jones Financial Companies LLLP | 15,507 | $556.1K | 0.00% | +1,777+12.9% | Added |
| Formidable Asset Management, LLC | 15,908 | $595.6K | 0.09% | −2,098−11.7% | Reduced |
| Concurrent Investment Advisors, LLC | 16,971 | $597.7K | 0.01% | +395+2.4% | Added |
| Mutual Advisors, LLC | 17,021 | $599.5K | 0.01% | +30+0.2% | Added |
| Oppenheimer & Co Inc | 17,200 | $605.8K | 0.01% | −325−1.9% | Reduced |