AllianceBernstein Holding L.P. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
FMR LLC | 02/13/2025 | 3.11 M | $115.36 M | 19.01% | 2.73% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 3.03 M | $112.24 M | 1.13% | 2.65% |
JPMORGAN CHASE & CO | 02/12/2025 | 2.90 M | $107.55 M | 18.15% | 2.54% |
JENNISON ASSOCIATES LLC | 01/24/2025 | 939,649 | $34.85 M | 6.98% | 0.82% |
CITIGROUP INC | 02/12/2025 | 837,417 | $31.06 M | 29.69% | 0.73% |
NATIXIS | 02/13/2025 | 660,700 | $24.51 M | 16.44% | 0.58% |
UBS GROUP AG | 02/14/2025 | 613,407 | $22.75 M | -2.43% | 0.54% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 603,696 | $22.39 M | 3,693.49% | 0.53% |
CRESSET ASSET MANAGEMENT, LLC | 02/14/2025 | 495,375 | $18.37 M | -3.22% | 0.43% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 454,891 | $16.87 M | 1.30% | 0.40% |
FRANKLIN RESOURCES INC | 02/12/2025 | 389,165 | $14.43 M | -5.81% | 0.34% |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 357,445 | $13.26 M | 8.03% | 0.31% |
CRESTWOOD ADVISORS GROUP LLC | 02/04/2025 | 288,032 | $10.68 M | 2.52% | 0.25% |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/14/2025 | 277,697 | $10.30 M | 100.00% | 0.24% |
01/29/2025 | 234,436 | $8.70 M | 100.00% | 0.21% | |
INVESCO LTD. | 02/13/2025 | 223,977 | $8.31 M | 100.00% | 0.20% |
TCG ADVISORY SERVICES, LLC | 02/11/2025 | 214,246 | $7.95 M | -4.59% | 0.19% |
STIFEL FINANCIAL CORP | 02/13/2025 | 212,081 | $7.87 M | 1.90% | 0.19% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 184,282 | $6.62 M | -7.01% | 0.16% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 180,187 | $6.68 M | 100.00% | 0.16% |
MANNING & NAPIER ADVISORS LLC | 01/23/2025 | 180,000 | $6.68 M | 28.57% | 0.16% |
CALLODINE CAPITAL MANAGEMENT, LP | 02/13/2025 | 180,000 | $6.68 M | -60.85% | 0.16% |
EPOCH INVESTMENT PARTNERS, INC. | 02/13/2025 | 173,964 | $6.45 M | 1.50% | 0.15% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/10/2025 | 171,434 | $5.98 M | -0.76% | 0.15% |
SEI INVESTMENTS CO | 02/11/2025 | 156,750 | $5.81 M | 8.80% | 0.14% |
NICOLA WEALTH MANAGEMENT LTD. | 02/06/2025 | 155,000 | $8.27 M | 0.00% | 0.14% |
D.A. DAVIDSON & CO. | 01/31/2025 | 149,031 | $5.53 M | 8.20% | 0.13% |
BARCLAYS PLC | 02/13/2025 | 147,100 | $5.46 M | 0.00% | 0.13% |
CETERA INVESTMENT ADVISERS | 02/14/2025 | 133,252 | $4.94 M | 0.76% | 0.12% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 120,500 | $4.47 M | -31.50% | 0.11% |
GABELLI FUNDS LLC | 02/13/2025 | 106,000 | $3.93 M | -0.47% | 0.09% |
KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 98,869 | $3.67 M | 100.00% | 0.09% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 97,369 | $3.61 M | 184.46% | 0.09% |
ROYAL BANK OF CANADA | 02/14/2025 | 92,993 | $3.45 M | -8.43% | 0.08% |
WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 02/14/2025 | 83,900 | $3.11 M | -0.24% | 0.07% |
LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 02/14/2025 | 80,000 | $2.97 M | 100.00% | 0.07% |
PHASE 2 PARTNERS, LLC | 02/14/2025 | 75,743 | $2.81 M | 24.36% | 0.07% |
ARGENT TRUST CO | 02/13/2025 | 71,729 | $2.66 M | -1.36% | 0.06% |
BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 71,520 | $2.65 M | 128.29% | 0.06% |
HORIZON KINETICS ASSET MANAGEMENT LLC | 02/10/2025 | 71,287 | $2.64 M | 175.52% | 0.06% |
GAMCO INVESTORS, INC. ET AL | 02/13/2025 | 70,648 | $2.62 M | -0.28% | 0.06% |
NOMURA HOLDINGS INC | 02/14/2025 | 70,000 | $2.60 M | 0.00% | 0.06% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 68,011 | $2.52 M | 5.24% | 0.06% |
B. RILEY WEALTH ADVISORS, INC. | 02/25/2025 | 66,783 | $2.48 M | 58.22% | 0.06% |
LIDO ADVISORS, LLC | 02/14/2025 | 62,765 | $2.33 M | 21.14% | 0.06% |
MOODY ALDRICH PARTNERS LLC | 01/23/2025 | 59,294 | $2.20 M | 0.00% | 0.05% |
MOORS & CABOT, INC. | 02/07/2025 | 58,838 | $2.18 M | 11.09% | 0.05% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 57,700 | $2.14 M | -31.55% | 0.05% |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 55,562 | $2.06 M | 7.72% | 0.05% |
DISCIPLINED EQUITY MANAGEMENT, INC. | 01/21/2025 | 55,083 | $2.04 M | 0.44% | 0.05% |
AllianceBernstein Holding L.P. institutional Ownership - FAQ's
During the previous two years, 393 institutional investors and hedge funds held shares of AllianceBernstein Holding L.P.. The most heavily invested institutionals were:
FMR LLC: 3.11 M
AMERICAN CENTURY COMPANIES INC: 3.03 M
JPMORGAN CHASE & CO: 2.9 M
JENNISON ASSOCIATES LLC: 939,649
CITIGROUP INC: 837,417
NATIXIS: 660,700
22.40% of AllianceBernstein Holding L.P. stock is owned by institutional investors.
Institutional investors have bought a total of 33.41 M shares in the last 24 months. This purchase volume represents approximately $1.24 B in transactions.