ALLIANCEBERNSTEIN HLDG L P (AB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
284
Reporting holders
$445.5M
Reported value
12.3%
Of shares outstanding
9.2%
Held as options
+6
Holder change
Institutions report 11,469,207 shares against 93,075,219 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $35.3M | 1,002,715 | 0.00% | 35q | +47.5%+$11.4M |
| AMERICAN CENTURY COMPANIES INC | $33.3M | 944,884 | 0.01% | 16q | -1.7%-$588.1K |
| BANK OF AMERICA CORP /DE/ | $25.7M | 728,519 | 0.00% | 31q | -5.1%-$1.4M |
| WELLS FARGO & COMPANY/MN | $19.9M | 565,889 | 0.00% | 31q | -42.9%-$15.0M |
| LPL Financial LLC | $19.5M | 552,670 | 0.00% | 31q | +7.0%+$1.3M |
| UBS Group AG | $16.3M | 462,081 | 0.00% | 31q | +42.1%+$4.8M |
| PEAK6 LLC | $16.0M | 53,991 | 0.03% | 2q | -36.2%-$9.1M |
| Cresset Asset Management, LLC | $13.3M | 378,183 | 0.05% | 5q | HELD |
| Pathstone Holdings, LLC | $13.3M | 377,897 | 0.04% | new | NEW |
| Invesco Ltd. | $11.9M | 337,462 | 0.00% | 7q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.4M | options only | 0.00% | 31q | OPTIONS |
| STIFEL FINANCIAL CORP | $9.5M | 270,777 | 0.01% | 31q | +2.0%+$190.5K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $8.8M | 248,496 | 0.10% | 8q | +14.3%+$1.1M |
| Crestwood Advisors Group, LLC | $7.6M | 214,633 | 0.11% | 12q | -1.7%-$128.6K |
| RAYMOND JAMES FINANCIAL INC | $7.3M | 207,995 | 0.00% | 7q | -3.2%-$243.9K |
| Four Tree Island Advisory LLC | $7.3M | 207,571 | 2.41% | 7q | HELD |
| JANE STREET GROUP, LLC | $5.7M | 96,137 | 0.00% | 9q | -41.7%-$4.0M |
| D.A. DAVIDSON & CO. | $5.6M | 160,032 | 0.03% | 31q | -1.0%-$59.0K |
| OSAIC HOLDINGS, INC. | $5.6M | 158,141 | 0.01% | 26q | +7.5%+$388.7K |
| Cetera Investment Advisers | $5.2M | 147,737 | 0.00% | 23q | -5.7%-$315.5K |
| CITADEL ADVISORS LLC | $5.1M | 36,099 | 0.00% | 31q | -9.7%-$554.2K |
| Moody Aldrich Partners LLC | $4.8M | 137,341 | 0.87% | 8q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.7M | 125,620 | 0.01% | 12q | HELD |
| HUB Investment Partners, LLC | $4.4M | 126,286 | 0.08% | 12q | -0.9%-$38.4K |
| Corient Private Wealth LP | $4.1M | 116,686 | 0.00% | 15q | +163.1%+$2.5M |
| SIMPLEX TRADING, LLC | $4.0M | options only | 0.00% | 31q | OPTIONS |
| ROYAL BANK OF CANADA | $3.9M | 111,136 | 0.00% | 31q | -3.5%-$140.5K |
| Jump Financial, LLC | $3.7M | 105,308 | 0.03% | 4q | +84.5%+$1.7M |
| CHELSEA COUNSEL CO | $3.4M | 95,180 | 1.42% | 6q | HELD |
| IMC-Chicago, LLC | $3.3M | 22,586 | 0.00% | 4q | +33.4%+$816.9K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2.9M | 81,479 | 0.05% | 3q | -21.1%-$766.4K |
| Williams Jones Wealth Management, LLC. | $2.8M | 79,100 | 0.03% | 28q | HELD |
| B. Riley Wealth Advisors, Inc. | $2.7M | 75,577 | 0.14% | 21q | +2.9%+$73.8K |
| GOLDMAN SACHS GROUP INC | $2.6M | 75,130 | 0.00% | 20q | +17.9%+$401.5K |
| NATIXIS | $2.6M | 75,100 | 0.01% | 2q | HELD |
| NEUBERGER BERMAN GROUP LLC | $2.5M | 70,261 | 0.00% | 23q | -80.1%-$9.9M |
| Lido Advisors, LLC | $2.3M | 66,434 | 0.01% | 16q | +265.4%+$1.7M |
| Disciplined Equity Management, Inc. | $2.3M | 64,283 | 1.00% | 19q | +2.3%+$51.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 61,164 | 0.00% | 31q | -10.8%-$260.2K |
| JPMORGAN CHASE & CO | $2.1M | 60,426 | 0.00% | 31q | -8.8%-$204.5K |
| GABELLI FUNDS LLC | $2.1M | 60,000 | 0.01% | 31q | HELD |
| Focus Partners Wealth | $2.0M | 57,171 | 0.00% | 7q | +19.2%+$323.9K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.9M | 54,166 | 0.00% | new | NEW |
| Aristides Capital LLC | $1.9M | 52,746 | 0.36% | 10q | +8.1%+$138.8K |
| Kestra Advisory Services, LLC | $1.8M | 52,500 | 0.01% | 7q | -29.3%-$764.7K |
| SHARPEPOINT LLC | $1.8M | 52,385 | 0.92% | new | NEW |
| Moors & Cabot, Inc. | $1.8M | 51,706 | 0.07% | 31q | -2.9%-$53.8K |
| Caption Management, LLC | $1.8M | options only | 0.01% | 2q | OPTIONS |
| Rockefeller Capital Management L.P. | $1.7M | 48,188 | 0.00% | 28q | -4.8%-$85.2K |
| Knott David M Jr | $1.7M | 48,000 | 0.89% | 19q | HELD |
| Mariner, LLC | $1.6M | 45,439 | 0.00% | 16q | -15.0%-$281.5K |
| CACTI ASSET MANAGEMENT LLC | $1.6M | 44,850 | 0.08% | 31q | HELD |
| DAVENPORT & Co LLC | $1.6M | 44,522 | 0.01% | 21q | -0.9%-$14.1K |
| AMERIPRISE FINANCIAL INC | $1.4M | 40,074 | 0.00% | 31q | -49.3%-$1.4M |
| BANK OF MONTREAL /CAN/ | $1.4M | 39,060 | 0.00% | 4q | +65.5%+$544.3K |
| MidFirst Bank | $1.4M | 38,750 | 0.10% | 3q | HELD |
| M&T Bank Corp | $1.4M | 38,706 | 0.00% | 31q | -5.3%-$77.0K |
| HighTower Advisors, LLC | $1.4M | 38,339 | 0.00% | 31q | +5.0%+$64.8K |
| &PARTNERS | $1.3M | 37,134 | 0.01% | 7q | -3.4%-$45.9K |
| MGO ONE SEVEN LLC | $1.3M | 36,158 | 0.02% | 25q | -14.9%-$223.6K |
| ALLIANCEBERNSTEIN L.P. | $1.2M | 33,230 | 0.00% | 31q | +8.0%+$91.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.2M | 35,110 | 0.05% | new | NEW |
| Equitable Holdings, Inc. | $1.2M | 34,149 | 0.01% | 9q | +15.2%+$158.8K |
| Tidal Investments LLC | $1.1M | 31,735 | 0.00% | 2q | -1.3%-$15.0K |
| CHILTON CAPITAL MANAGEMENT LLC | $1.1M | 31,476 | 0.04% | 31q | HELD |
| Clare Market Investments LLC | $1.1M | 31,250 | 0.20% | 2q | +56.2%+$396.2K |
| RBF Capital, LLC | $1.1M | 30,000 | 0.04% | 31q | HELD |
| GAMCO INVESTORS, INC. ET AL | $1.0M | 29,198 | 0.01% | 31q | -7.9%-$88.1K |
| Apollon Wealth Management, LLC | $1.0M | 29,082 | 0.01% | 19q | -6.6%-$72.6K |
| Nicholas Wealth, LLC. | $999.9K | 28,389 | 0.55% | 6q | +2.0%+$20.0K |
| Belpointe Asset Management LLC | $997.8K | 28,330 | 0.03% | 10q | +9.3%+$84.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $989.8K | 28,105 | 0.00% | 31q | +7.0%+$65.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $955.0K | 27,114 | 0.00% | 12q | +173.0%+$605.2K |
| Blue Fin Capital, Inc. | $941.0K | 26,718 | 0.14% | 31q | HELD |
| Lifetime Wealth Management P.C. | $917.5K | 26,050 | 0.54% | 3q | -1.5%-$14.1K |
| XTX Topco Ltd | $877.3K | 24,908 | 0.01% | new | NEW |
| MISSION WEALTH MANAGEMENT, LP | $847.5K | 24,062 | 0.01% | 25q | HELD |
| OneDigital Investment Advisors LLC | $813.1K | 23,086 | 0.01% | 6q | -5.9%-$50.8K |
| GROUP ONE TRADING LLC | $806.5K | options only | 0.00% | 31q | OPTIONS |
| PFG Investments, LLC | $800.5K | 22,728 | 0.03% | 6q | +9.3%+$68.3K |
| Ameritas Advisory Services, LLC | $761.9K | 21,633 | 0.02% | new | NEW |
| ZAZOVE ASSOCIATES LLC | $715.3K | 19,300 | 0.06% | new | NEW |
| Sequoia Financial Advisors, LLC | $714.7K | 20,293 | 0.00% | 8q | +4.3%+$29.2K |
| Kovack Advisors, Inc. | $704.9K | 19,975 | 0.03% | 3q | HELD |
| Jefferies Financial Group Inc. | $704.4K | 20,000 | 0.00% | 2q | HELD |
| OAK ASSOCIATES LTD /OH/ | $694.3K | 19,712 | 0.04% | 31q | HELD |
| VIRTUS ADVISERS, LLC | $657.2K | 18,661 | 0.25% | 6q | -14.4%-$110.1K |
| US BANCORP \DE\ | $655.7K | 18,618 | 0.00% | 31q | HELD |
| TRUIST FINANCIAL CORP | $644.2K | 18,292 | 0.00% | 31q | +7.1%+$42.7K |
| BALDWIN WEALTH PARTNERS LLC/MA | $617.2K | 17,525 | 0.04% | 31q | +20.7%+$105.7K |
| JBR Co Financial Management Inc | $609.6K | 17,308 | 0.22% | 7q | +5.5%+$31.9K |
| OPPENHEIMER & CO INC | $605.8K | 17,200 | 0.01% | 31q | -1.9%-$11.4K |
| Mutual Advisors, LLC | $599.5K | 17,021 | 0.01% | 25q | HELD |
| Concurrent Investment Advisors, LLC | $597.7K | 16,971 | 0.01% | 11q | +2.4%+$13.9K |
| Formidable Asset Management, LLC | $595.6K | 15,908 | 0.09% | 11q | -11.7%-$78.5K |
| JONES FINANCIAL COMPANIES LLLP | $556.1K | 15,507 | 0.00% | 10q | +12.9%+$63.7K |
| 10Elms LLP | $547.8K | 15,553 | 0.23% | 7q | +0.6%+$3.3K |
| EP Wealth Advisors, LLC | $546.2K | 15,507 | 0.00% | new | NEW |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | $545.0K | 15,475 | 0.07% | 29q | HELD |
| Wealth Preservation Advisors, LLC | $530.4K | 15,061 | 0.30% | new | NEW |
Showing the largest 100 of 294 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 284 | $445.5M | 11,469,207 | 31 | 83 | 70 | 9.2% |
| Q1 2026 | 278 | $512.2M | 12,349,728 | 30 | 92 | 55 | 9.7% |
| Q4 2025 | 273 | $570.2M | 14,265,318 | 25 | 66 | 66 | 4.1% |
| Q3 2025 | 262 | $534.5M | 13,491,333 | 21 | 78 | 53 | 3.5% |
| Q2 2025 | 262 | $567.7M | 13,398,251 | 28 | 58 | 68 | 3.6% |
| Q1 2025 | 278 | $1.0B | 25,672,637 | 43 | 76 | 62 | 4.4% |
| Q4 2024 | 277 | $960.7M | 25,365,679 | 43 | 91 | 37 | 1.8% |
| Q3 2024 | 237 | $867.3M | 24,226,044 | 24 | 68 | 55 | 2.3% |
| Q2 2024 | 231 | $817.6M | 23,411,148 | 21 | 71 | 58 | 3.1% |
| Q1 2024 | 220 | $992.7M | 27,726,632 | 25 | 76 | 51 | 2.9% |
| Q4 2023 | 211 | $823.1M | 25,732,358 | 20 | 58 | 62 | 2.9% |
| Q3 2023 | 211 | $572.9M | 17,816,924 | 16 | 58 | 60 | 5.6% |
| Q2 2023 | 217 | $536.4M | 15,588,327 | 14 | 66 | 48 | 6.5% |
| Q1 2023 | 229 | $627.6M | 15,894,404 | 26 | 65 | 63 | 7.7% |
| Q4 2022 | 211 | $417.8M | 11,143,382 | 21 | 60 | 43 | 10.3% |
| Q3 2022 | 272 | $471.1M | 11,491,747 | 37 | 81 | 54 | 14.4% |
| Q2 2022 | 278 | $542.1M | 11,226,520 | 25 | 80 | 72 | 13.9% |
| Q1 2022 | 294 | $608.9M | 11,815,351 | 19 | 87 | 74 | 8.9% |
| Q4 2021 | 300 | $688.7M | 13,333,798 | 29 | 85 | 64 | 5.8% |
| Q3 2021 | 276 | $688.9M | 12,814,993 | 33 | 62 | 63 | 7.7% |
| Q2 2021 | 267 | $657.8M | 13,237,240 | 36 | 72 | 66 | 6.3% |
| Q1 2021 | 252 | $652.8M | 14,925,822 | 42 | 65 | 59 | 8.6% |
| Q4 2020 | 231 | $609.5M | 16,696,964 | 40 | 62 | 51 | 7.5% |
| Q3 2020 | 202 | $485.4M | 17,064,481 | 24 | 49 | 54 | 4.9% |
| Q2 2020 | 197 | $519.9M | 18,092,271 | 37 | 40 | 50 | 4.9% |
| Q1 2020 | 180 | $372.0M | 19,336,776 | 15 | 38 | 64 | 3.4% |
| Q4 2019 | 225 | $603.6M | 19,550,757 | 27 | 50 | 49 | 2.0% |
| Q3 2019 | 196 | $514.5M | 17,088,189 | 18 | 40 | 56 | 2.5% |
| Q2 2019 | 195 | $537.4M | 17,152,793 | 19 | 53 | 38 | 5.2% |
| Q1 2019 | 195 | $475.3M | 15,961,937 | 22 | 53 | 52 | 2.8% |
| Q4 2018 | 194 | $489.1M | 17,405,707 | 1 | 4 | 5 | 2.8% |