AB Institutional Ownership & Shareholders
ALLIANCEBERNSTEIN HOLDING LP (AB) is currently held by 288 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $419.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of AB tracked by InsiderSet, reporting ownership valued at approximately $35.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.19M, representing an estimated loss of -0.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed AB value among the investors covered in this analysis. Major shareholders include Morgan Stanley, American Century Companies Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ALLIANCEBERNSTEIN HOLDING LP (AB).
This page ranks the largest institutional AB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
288
Total Reported Value
$419.70M
Largest Holder
Morgan Stanley
Largest Position
$35.31M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,002,615 | $35,312,115 | $35,191,787 | -$120,329 | -0.34% | |
| American Century Companies Inc | 0.01% | 944,884 | $33,278,814 | $33,165,428 | -$113,386 | -0.34% | |
| Bank Of America Corp | 0.00% | 728,519 | $25,658,422 | $25,571,017 | -$87,405 | -0.34% | |
| Wells Fargo & Company/Mn | 0.00% | 565,889 | $19,930,597 | $19,862,704 | -$67,893 | -0.34% | |
| Lpl Financial Llc | 0.00% | 552,670 | $19,465,053 | $19,398,717 | -$66,336 | -0.34% | |
| Crestwood Advisors Group, Llc | 0.27% | 519,003 | $18,102,825 | $18,217,005 | +$114,180 | +0.63% | |
| Ubs Group Ag | 0.00% | 462,081 | $16,274,492 | $16,219,043 | -$55,449 | -0.34% | |
| Neuberger Berman Group Llc | 0.01% | 367,152 | $14,128,009 | $12,887,035 | -$1,240,974 | -8.78% | |
| Cresset Asset Management, Llc | 0.05% | 378,183 | $13,319,605 | $13,274,223 | -$45,382 | -0.34% | |
| Invesco Ltd. | 0.00% | 337,462 | $11,885,412 | $11,844,916 | -$40,496 | -0.34% | |
| Stifel Financial Corp | 0.01% | 270,777 | $9,536,802 | $9,504,273 | -$32,529 | -0.34% | |
| Janney Montgomery Scott Llc | 0.02% | 257,639 | $9,074,000 | $9,043,129 | -$30,871 | -0.34% | |
| Horizon Kinetics Asset Management Llc | 0.10% | 248,496 | $8,752,029 | $8,722,210 | -$29,819 | -0.34% | |
| Hrt Financial Lp | 0.01% | 210,857 | $7,426,000 | $7,401,081 | -$24,919 | -0.34% | |
| Raymond James Financial Inc | 0.00% | 207,995 | $7,325,583 | $7,300,625 | -$24,959 | -0.34% | |
| Four Tree Island Advisory Llc | 2.41% | 207,571 | $7,310,651 | $7,285,742 | -$24,909 | -0.34% | |
| D.A. Davidson & Co. | 0.03% | 184,533 | $6,436,514 | $6,477,108 | +$40,594 | +0.63% | |
| Osaic Holdings, Inc. | 0.01% | 158,141 | $5,570,239 | $5,550,749 | -$19,490 | -0.35% | |
| Cetera Investment Advisers | 0.00% | 147,737 | $5,203,288 | $5,185,569 | -$17,719 | -0.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 129,475 | $4,570,451 | $4,544,573 | -$25,879 | -0.57% | |
| Hub Investment Partners, Llc | 0.08% | 126,286 | $4,447,807 | $4,432,639 | -$15,168 | -0.34% | |
| Royal Bank Of Canada | 0.00% | 111,136 | $3,914,000 | $3,900,874 | -$13,126 | -0.34% | |
| Jump Financial, Llc | 0.03% | 105,308 | $3,708,948 | $3,696,311 | -$12,637 | -0.34% | |
| Jane Street Group, Llc | 0.00% | 96,137 | $3,385,945 | $3,374,409 | -$11,536 | -0.34% | |
| Chelsea Counsel Co | 1.42% | 95,180 | $3,352,240 | $3,340,818 | -$11,422 | -0.34% | |
| Susquehanna Fundamental Investments, Llc | 0.05% | 81,479 | $2,869,690 | $2,859,913 | -$9,777 | -0.34% | |
| Williams Jones Wealth Management, Llc. | 0.03% | 79,100 | $2,785,902 | $2,776,410 | -$9,492 | -0.34% | |
| Goldman Sachs Group Inc | 0.00% | 75,130 | $2,646,079 | $2,637,063 | -$9,016 | -0.34% | |
| Natixis | 0.01% | 75,100 | $2,645,022 | $2,636,010 | -$9,012 | -0.34% | |
| Lido Advisors, Llc | 0.01% | 66,434 | $2,339,834 | $2,331,833 | -$8,001 | -0.34% | |
| Disciplined Equity Management, Inc. | 1.00% | 65,390 | $2,280,815 | $2,295,189 | +$14,374 | +0.63% | |
| Commonwealth Equity Services, Llc | 0.00% | 61,164 | $2,154,202 | $2,146,856 | -$7,346 | -0.34% | |
| Jpmorgan Chase & Co | 0.00% | 60,426 | $2,120,953 | $2,120,953 | -$0 | -0.00% | |
| Gabelli Funds Llc | 0.01% | 60,000 | $2,113,200 | $2,106,000 | -$7,200 | -0.34% | |
| Focus Partners Wealth | 0.00% | 57,171 | $2,013,581 | $2,006,702 | -$6,879 | -0.34% | |
| Corient Private Wealth Llc | 0.00% | 56,019 | $1,972,990 | $1,966,267 | -$6,723 | -0.34% | |
| Moody Aldrich Partners Llc | 0.37% | 56,108 | $1,957,047 | $1,969,391 | +$12,344 | +0.63% | |
| Manufacturers Life Insurance Company, The | 0.00% | 54,166 | $1,907,727 | $1,901,227 | -$6,500 | -0.34% | |
| Peak6 Llc | 0.05% | 53,991 | $1,901,563 | $1,895,084 | -$6,479 | -0.34% | |
| Parrish Capital Llc | 1.83% | 53,743 | $1,874,556 | $1,886,379 | +$11,823 | +0.63% | |
| Aristides Capital Llc | 0.47% | 52,746 | $1,857,714 | $1,851,385 | -$6,329 | -0.34% | |
| Kestra Advisory Services, Llc | 0.01% | 52,500 | $1,849,063 | $1,842,750 | -$6,313 | -0.34% | |
| Sharpepoint Llc | 0.92% | 52,385 | $1,845,000 | $1,838,714 | -$6,287 | -0.34% | |
| Moors & Cabot, Inc. | 0.07% | 51,706 | $1,821,085 | $1,814,881 | -$6,204 | -0.34% | |
| Rockefeller Capital Management L.P. | 0.00% | 48,188 | $1,697,200 | $1,691,399 | -$5,801 | -0.34% | |
| Knott David M Jr | 0.89% | 48,000 | $1,690,560 | $1,684,800 | -$5,760 | -0.34% | |
| Mariner, Llc | 0.00% | 45,439 | $1,600,356 | $1,594,909 | -$5,447 | -0.34% | |
| Cacti Asset Management Llc | 0.08% | 43,600 | $1,548,236 | $1,530,360 | -$17,876 | -1.15% | |
| M&T Bank Corp | 0.01% | 40,891 | $1,530,959 | $1,435,274 | -$95,685 | -6.25% | |
| Sit Investment Associates Inc | 0.03% | 40,200 | $1,416,000 | $1,411,020 | -$4,980 | -0.35% |
Frequently asked questions about AB
Who are the largest institutional holders of AB?
The largest institutional holders of AB reported in the latest SEC Form 13F filings include Morgan Stanley, American Century Companies Inc, Bank Of America Corp, Wells Fargo & Company/Mn, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported AB position.
What is AB institutional ownership?
This page tracks AB positions reported by institutional investment managers through SEC Form 13F. ALLIANCEBERNSTEIN HOLDING LP (AB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AB?
InsiderSet currently tracks 288 institutional managers reporting AB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AB shareholders.
How much AB stock do institutions own?
Institutional investment managers disclosed approximately $419.70M in AB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AB institutional ownership last updated?
The latest AB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AB position after the reporting date.
Are institutions buying or selling AB?
Institutional buying and selling can be analyzed by comparing AB positions across consecutive 13F reporting periods. InsiderSet's AB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AB ownership changes.
How has AB institutional ownership changed over time?
InsiderSet tracks AB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.