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 |
|---|---|---|---|---|---|
| Quantum Private Wealth, LLC | 5,700 | $200.8K | 0.05% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5,685 | $200.2K | 0.08% | +5,685 | New |
| Bryn Mawr Trust Co | 5,150 | $181.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,000 | $176.1K | 0.00% | −2,350−32.0% | Reduced |
| Rothschild Investment LLC | 5,000 | $176.1K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,860 | $171.2K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 4,306 | $151.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,502 | $123.3K | 0.01% | −3,327−48.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,481 | $122.6K | 0.05% | +175+5.3% | Added |
| Anchor Investment Management, LLC | 3,000 | $105.7K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,909 | $102.5K | 0.00% | +2,909 | New |
| Golden State Wealth Management, LLC | 2,871 | $101.1K | 0.01% | −19−0.7% | Reduced |
| Twin Lakes Capital Management, LLC | 2,754 | $97.0K | 0.04% | +59+2.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 2,600 | $91.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,600 | $91.6K | 0.03% | +2,600 | New |
| Geneos Wealth Management Inc. | 2,549 | $89.8K | 0.00% | +478+23.1% | Added |
| North Star Investment Management Corp. | 2,540 | $89.5K | 0.00% | +51+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,241 | $78.9K | 0.00% | +213+10.5% | Added |
| Hilton Head Capital Partners, LLC | 2,200 | $77.5K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,129 | $75.0K | 0.00% | −371−14.8% | Reduced |
| Central Trust Co | 2,000 | $70.4K | 0.00% | +500+33.3% | Added |
| Costello Asset Management, INC | 1,900 | $66.9K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,700 | $59.9K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,505 | $53.0K | 0.01% | +605+67.2% | Added |
| UBS Asset Management Americas Inc | 1,500 | $52.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,500 | $52.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,461 | $51.5K | 0.00% | +539+58.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,401 | $49.3K | 0.02% | +198+16.5% | Added |
| Heritage Wealth Advisors | 1,350 | $47.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,300 | $45.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,274 | $44.9K | 0.00% | −674−34.6% | Reduced |
| Parallel Advisors, LLC | 1,270 | $44.7K | 0.00% | −401−24.0% | Reduced |
| NBC Securities, Inc. | 1,261 | $44.4K | 0.00% | +1,126+834.1% | Added |
| GHP Investment Advisors, Inc. | 1,256 | $44.2K | 0.00% | +26+2.1% | Added |
| LRI Investments, LLC | 1,197 | $42.2K | 0.00% | +1,000+507.6% | Added |
| Harbour Investments, Inc. | 1,067 | $37.6K | 0.00% | +301+39.3% | Added |
| Truvestments Capital LLC | 1,022 | $36.0K | 0.01% | +22+2.2% | Added |
| HM Payson & Co | 1,000 | $35.2K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 1,000 | $35.2K | 0.02% | +1,000 | New |
| Osterweis Capital Management Inc | 998 | $35.1K | 0.00% | −1,126−53.0% | Reduced |
| Axiom Investment Management LLC | 985 | $34.7K | 0.02% | +250+34.0% | Added |
| Bokf, NA | 800 | $28.2K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 798 | $28.1K | 0.08% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 789 | $27.8K | 0.00% | +789 | New |
| GoalVest Advisory LLC | 783 | $27.6K | 0.01% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 774 | $27.3K | 0.02% | +16+2.1% | Added |
| Kozak & Associates, Inc. | 721 | $25.9K | 0.00% | +15+2.1% | Added |
| Continuum Advisory, LLC | 694 | $24.4K | 0.00% | +694 | New |
| Avion Wealth | 636 | $22.0K | 0.00% | +14+2.3% | Added |
| Thompson Investment Management, Inc. | 600 | $21.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 600 | $21.1K | 0.01% | 00.0% | Unchanged |
| Motco | 600 | $21.1K | 0.00% | +600 | New |
| CoreCap Advisors, LLC | 566 | $19.9K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 566 | $19.9K | 0.00% | +12+2.2% | Added |
| Vermillion Wealth Management, Inc. | 552 | $19.4K | 0.00% | +5+0.9% | Added |
| Tower Research Capital LLC (TRC) | 543 | $19.1K | 0.00% | +258+90.5% | Added |
| Trust Co of Toledo NA | 500 | $17.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 500 | $17.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 444 | $15.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 428 | $15.1K | 0.00% | +428 | New |
| Albion Financial Group | 400 | $14.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 379 | $14.0K | 0.00% | +79+26.3% | Added |
| Community Financial Services Group, LLC | 305 | $11.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 310 | $10.9K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 300 | $10.6K | 0.00% | +300 | New |
| Armstrong Advisory Group, Inc | 295 | $10.4K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 240 | $8.45K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 226 | $7.95K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 219 | $7.54K | 0.00% | −219−50.0% | Reduced |
| Hurley Capital, LLC | 202 | $7.13K | 0.00% | +4+2.0% | Added |
| Salem Investment Counselors Inc | 200 | $7.04K | 0.00% | −100−33.3% | Reduced |
| Atlantic Union Bankshares Corp | 200 | $7.04K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 190 | $6.69K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 178 | $6.27K | 0.00% | +96+117.1% | Added |
| Institute for Wealth Management, LLC. | 165 | $5.81K | 0.00% | +165 | New |
| Glen Eagle Advisors, LLC | 150 | $5.28K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 144 | $5.07K | 0.00% | −1,156−88.9% | Reduced |
| National Bank of Canada | 110 | $3.87K | 0.00% | −20−15.4% | Reduced |
| IFP Advisors, Inc | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 83 | $2.92K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 58 | $2.04K | 0.00% | +58 | New |
| First Horizon Corp | 20 | $704 | 0.00% | +20 | New |
| DHJJ Financial Advisors, Ltd. | 16 | $564 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 15 | $528 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10 | $353 | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 10 | $352 | 0.00% | +10 | New |
| Orion Capital Management LLC | 2 | $70 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2 | $70 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $35 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 0 | $0 | 0.00% | −1,078,857−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −65,951−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −26,824−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| Future Fund LLC | 0 | $0 | 0.00% | −14,439−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −9,048−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,111−100.0% | Sold out |