Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 1.1M | $40.4M | -45.5% | 0.976% | 0.00% |
| 2 | AMERICAN CENTURY COMPANIES INC | 962K | $36.0M | -16.3% | 0.870% | 0.02% |
| 3 | BANK OF AMERICA CORP /DE/ | 768K | $28.8M | -12.7% | 0.695% | 0.00% |
| 4 | MORGAN STANLEY | 680K | $25.5M | -51.9% | 0.615% | 0.00% |
| 5 | LPL Financial LLC | 516K | $19.3M | +3.5% | 0.467% | 0.01% |
| 6 | WELLS FARGO & COMPANY/MN | 495K | $18.6M | +19.6% | 0.448% | 0.00% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 480K | $18.0M | +10.3% | 0.434% | 0.00% |
| 8 | Cresset Asset Management, LLC | 378K | $14.2M | -0.3% | 0.342% | 0.07% |
| 9 | Neuberger Berman Group LLC | 353K | $13.2M | -3.9% | 0.319% | 0.01% |
| 10 | Invesco Ltd. | 336K | $12.6M | +61.5% | 0.304% | 0.00% |
| 11 | UBS Group AG | 325K | $12.2M | +10.4% | 0.294% | 0.00% |
| 12 | STIFEL FINANCIAL CORP | 265K | $9.9M | +20.1% | 0.240% | 0.01% |
| 13 | Crestwood Advisors Group LLC | 218K | $8.2M | -0.2% | 0.198% | 0.14% |
| 14 | HORIZON KINETICS ASSET MANAGEMENT LLC | 217K | $8.1M | +12.2% | 0.197% | 0.09% |
| 15 | RAYMOND JAMES FINANCIAL INC | 215K | $8.0M | +8.2% | 0.194% | 0.00% |
| 16 | Four Tree Island Advisory LLC | 208K | $7.8M | 0.0% | 0.188% | 3.92% |
| 17 | D.A. DAVIDSON & CO. | 162K | $6.1M | -2.4% | 0.146% | 0.04% |
| 18 | Cetera Investment Advisers | 157K | $5.9M | +3.4% | 0.142% | 0.01% |
| 19 | ADVISOR GROUP HOLDINGS, INC. | 147K | $5.5M | -9.0% | 0.133% | 0.01% |
| 20 | MOODY ALDRICH PARTNERS LLC | 137K | $5.1M | 0.0% | 0.124% | 0.93% |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 126K | $4.9M | -33.6% | 0.114% | 0.01% |
| 22 | TCG Advisory Services, LLC | 127K | $4.8M | -17.4% | 0.115% | 0.11% |
| 23 | ROYAL BANK OF CANADA | 115K | $4.3M | +5.8% | 0.104% | 0.00% |
| 24 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 103K | $3.9M | +162.2% | 0.093% | 0.14% |
| 25 | CHELSEA COUNSEL CO | 95K | $3.7M | 0.0% | 0.086% | 1.57% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AB — a direct measure of their conviction.
Filings activity in AB during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AB position in Q1 2026
Institutions that fully closed their AB position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 272 | +0.4% | 10.97% | 5.13 pp | $442M | 32% |
| Q4 2025 | 271 | +2.7% | 16.10% | +2.42 pp | $649M | +18% |
| Q3 2025 | 264 | 0.8% | 13.68% | +0.41 pp | $551M | +3.1% |
| Q2 2025 | 266 | 4.7% | 13.27% | 10.91 pp | $535M | 45% |
| Q1 2025 | 279 | +0.0% | 24.18% | +1.13 pp | $974M | +4.9% |
| Q4 2024 | 279 | +12% | 23.05% | +4.19 pp | $928M | +22% |
| Q3 2024 | 250 | +4.2% | 18.86% | +1.07 pp | $760M | +6.0% |
| Q2 2024 | 240 | — | 17.79% | — | $717M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AB stock.
Based on Q1 2026 13F filings, institutional ownership of AllianceBernstein Holding L.P. stands at 11.0%, held across 272 reporting institutions.
FMR LLC is the largest reported institutional holder of AB, with approximately 1,078,857 shares worth $0.04B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of AB, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC.
Our composite Smart Money Score for AB is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
36 institutions opened new positions in AB during Q1 2026, while 35 fully exited. 63 added to existing positions and 169 trimmed.
AB institutional ownership fell by 5.13 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 51.2% of all reported 13F value in AB, and the top 25 account for 73.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
AllianceBernstein Holding L.P. (AB) Institutional Ownership