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AllianceBernstein (AB) Institutional Ownership

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$37.36 -0.41 (-1.09%)
As of 03:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for AllianceBernstein (NYSE:AB)

Current
Institutional Ownership
Percentage
19.25%
Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$226.82M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$36.12M
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AB Institutional Buying and Selling by Quarter

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AllianceBernstein Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Farther Finance Advisors LLC6,913$266K0.0%+360.6%0.006%
4/14/2025Capital Investment Advisors LLC5,255$201K0.0%N/A0.005%
4/14/2025Disciplined Equity Management Inc.53,803$2.06M1.4%-2.3%0.049%
4/9/2025 Harbor Investment Advisory LLC1,250$48K0.0%N/A0.001%
4/9/2025 NBC Securities Inc.2,292$87K0.0%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC178,386$6.62M0.0%+3.3%0.161%
2/25/2025B. Riley Wealth Advisors Inc.66,783$2.48M0.1%+58.2%0.060%
2/19/2025Formidable Asset Management LLC23,580$875K0.1%-1.8%0.020%
2/18/2025Blue Fin Capital Inc.40,148$1.49M0.3%-4.7%0.035%
2/18/202510Elms LLP15,971$592K0.6%N/A0.014%
2/17/2025Virtus Investment Advisers Inc.15,000$556K0.4%N/A0.013%
2/17/2025State of Wyoming10,462$388K0.0%+15.1%0.009%
2/17/2025Second Line Capital LLC8,501$315K0.1%+7.5%0.007%
2/17/2025Focus Partners Wealth19,071$707K0.0%N/A0.017%
2/17/2025Cresset Asset Management LLC495,375$18.37M0.1%-3.2%0.430%
2/17/2025Cetera Investment Advisers133,252$4.94M0.0%+0.8%0.116%
2/17/2025Bramshill Investments LLC21,220$787K0.1%-4.6%0.018%
2/17/2025Captrust Financial Advisors8,597$319K0.0%+13.3%0.007%
2/17/2025Cary Street Partners Financial LLC7,499$278K0.0%N/A0.007%
2/17/2025Bastion Asset Management Inc.37,619$1.37M0.9%N/A0.033%
2/17/2025Bank of America Corp DE818,423$30.36M0.0%-2.6%0.711%
2/17/2025Basswood Capital Management L.L.C.277,697$10.30M0.6%N/A0.241%
2/17/2025BNP Paribas Financial Markets71,520$2.65M0.0%+128.3%0.062%
2/17/2025Ameriprise Financial Inc.37,388$1.39M0.0%+8.5%0.032%
2/17/2025American Trust Investment Advisors LLC20,075$745K0.3%+28.3%0.017%
2/17/2025Aptus Capital Advisors LLC8,721$323K0.0%+7.4%0.008%
2/14/2025Mercer Global Advisors Inc. ADV11,727$435K0.0%+28.2%0.010%
2/14/2025Lido Advisors LLC62,765$2.33M0.0%+21.1%0.055%
2/14/2025The Manufacturers Life Insurance Company 357,445$13.26M0.0%+8.0%0.310%
2/14/2025Beacon Pointe Advisors LLC6,554$243K0.0%N/A0.006%
2/14/2025Kovitz Investment Group Partners LLC5,661$210K0.0%-47.8%0.005%
2/14/2025Integrated Wealth Concepts LLC5,870$218K0.0%N/A0.005%
2/14/2025MGO One Seven LLC27,539$1.02M0.0%+14.0%0.024%
2/14/2025Stifel Financial Corp212,081$7.87M0.0%+1.9%0.184%
2/14/2025State of Tennessee Department of Treasury14,450$536K0.0%N/A0.013%
2/14/2025Transce3nd LLC675$25K0.0%N/A0.001%
2/14/2025Natixis660,700$24.51M0.1%+16.4%0.574%
2/14/2025Epoch Investment Partners Inc.173,964$6.45M0.0%+1.5%0.151%
2/14/2025Callodine Capital Management LP180,000$6.68M1.4%-60.9%0.156%
2/13/2025Regal Investment Advisors LLC8,259$306K0.0%-10.0%0.007%
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2/13/2025Gabelli Funds LLC106,000$3.93M0.0%-0.5%0.092%
2/13/2025Jump Financial LLC29,600$1.10M0.0%+1.5%0.026%
2/13/2025Belpointe Asset Management LLC21,182$730K0.0%+3.5%0.018%
2/13/2025Mariner LLC41,162$1.53M0.0%+7.2%0.036%
2/13/2025Keystone Financial Group11,478$406K0.0%N/A0.010%
2/13/2025Rockefeller Capital Management L.P.55,562$2.06M0.0%+7.7%0.048%
2/13/2025Jaffetilchin Investment Partners LLC10,220$379K0.0%+1,268.1%0.009%
2/13/2025Argent Trust Co71,729$2.66M0.1%-1.4%0.062%
2/13/2025First Foundation Advisors24,500$909K0.0%-59.6%0.021%
2/13/2025Raymond James Financial Inc.180,187$6.68M0.0%N/A0.156%
2/13/2025Advisory Services Network LLC12,474$463K0.0%+17.7%0.011%
2/13/2025Invesco Ltd.223,977$8.31M0.0%N/A0.194%
2/13/2025FMR LLC3,110,304$115.36M0.0%+19.0%2.701%
2/13/2025Aristides Capital LLC40,920$1.52M0.3%+12.1%0.036%
2/13/2025Envestnet Asset Management Inc.5,445$202K0.0%N/A0.005%
2/13/2025Wedbush Securities Inc.10,770$399K0.0%+14.3%0.009%
2/13/2025Wells Fargo & Company MN454,891$16.87M0.0%+1.3%0.395%
2/12/2025World Investment Advisors8,717$323K0.0%+19.4%0.008%
2/12/2025Private Portfolio Partners LLC18,359$681K0.1%+56.2%0.016%
2/12/2025Franklin Resources Inc.389,165$14.43M0.0%-5.8%0.338%
2/12/2025Summit Securities Group LLC1,100$41K0.0%N/A0.001%
2/12/2025Brown Brothers Harriman & Co.6,630$246K0.0%N/A0.006%
2/12/2025Tepp RIA LLC6,283$233K0.3%N/A0.005%
2/12/2025JPMorgan Chase & Co.2,899,762$107.55M0.0%+18.1%2.518%
2/11/2025LPL Financial LLC371,209$13.77M0.0%+4.8%0.322%
2/11/2025Sei Investments Co.156,750$5.81M0.0%+8.8%0.136%
2/11/2025American Century Companies Inc.3,026,102$112.24M0.1%+1.1%2.628%
2/11/2025HUB Investment Partners LLC214,246$7.95M0.3%-4.6%0.186%
2/11/2025Boston Partners38,789$1.44M0.0%-3.3%0.034%
2/10/2025Retirement Planning Co of New England Inc.7,008$260K0.1%N/A0.006%
2/10/2025Horizon Kinetics Asset Management LLC71,287$2.64M0.0%+175.5%0.062%
2/10/2025Corient Private Wealth LLC20,880$774K0.0%+8.5%0.018%
2/10/2025Zevin Asset Management LLC10,308$382K0.1%+73.8%0.009%
2/10/2025First National Trust Co26,824$995K0.0%N/A0.023%
2/10/2025Commonwealth Equity Services LLC54,260$2.01M0.0%-16.7%0.047%
2/10/2025Avantax Advisory Services Inc.16,730$621K0.0%+9.9%0.015%
2/7/2025Sequoia Financial Advisors LLC19,930$739K0.0%+3.7%0.017%
2/7/2025HighTower Advisors LLC35,920$1.33M0.0%+14.2%0.031%
2/7/2025Moors & Cabot Inc.58,838$2.18M0.1%+11.1%0.051%
2/7/2025Independent Advisor Alliance9,518$353K0.0%+7.1%0.008%
2/7/2025Johnson Investment Counsel Inc.10,434$387K0.0%-64.8%0.009%
2/7/2025PNC Financial Services Group Inc.1,929$72K0.0%+19.8%0.002%
2/6/2025Freestone Capital Holdings LLC7,801$289K0.0%-11.4%0.007%
2/6/2025Raymond James Financial Inc.180,187$6.68M0.0%N/A0.156%
2/6/2025Vision Financial Markets LLC5,800$215K0.2%N/A0.005%
2/6/2025M&T Bank Corp42,540$1.58M0.0%+3.3%0.037%
2/6/2025Steward Partners Investment Advisory LLC5,946$221K0.0%+22.8%0.005%
2/6/2025Jones Financial Companies Lllp2,710$101K0.0%+143.5%0.002%
2/5/2025US Bancorp DE10,155$377K0.0%-10.1%0.009%
2/5/2025Oppenheimer & Co. Inc.23,788$882K0.0%+23.5%0.021%
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2/5/2025Kovack Advisors Inc.12,239$454K0.0%-16.2%0.011%
2/5/2025K.J. Harrison & Partners Inc20,000$741K0.1%N/A0.017%
2/4/2025Birinyi Associates Inc.11,192$415K0.1%-4.0%0.010%
2/4/2025Crestwood Advisors Group LLC288,032$10.68M0.2%+2.5%0.250%
2/4/2025Summit Asset Management LLC5,450$202K0.0%N/A0.005%
2/4/2025MONECO Advisors LLC10,802$401K0.0%N/A0.009%
2/4/2025JBR Co Financial Management Inc11,571$429K0.3%N/A0.010%
2/3/2025Capital Advisory Group Advisory Services LLC43,631$1.62M0.6%N/A0.038%
2/3/2025Concurrent Investment Advisors LLC14,815$549K0.0%+31.1%0.013%
2/3/2025Private Advisor Group LLC44,869$1.66M0.0%-13.3%0.039%
(Data available from 1/1/2016 forward)

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AB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AB shares?

During the previous two years, 252 institutional investors and hedge funds held shares of AllianceBernstein. The most heavily invested institutionals were FMR LLC ($115.36M), American Century Companies Inc. ($112.24M), JPMorgan Chase & Co. ($107.55M), Jennison Associates LLC ($34.85M), International Assets Investment Management LLC ($31.65M), Bank of America Corp DE ($30.36M), and UBS Group AG ($26.42M).Learn more on AB's institutional investors.

What percentage of AllianceBernstein stock is owned by institutional investors?

19.25% of AllianceBernstein stock is owned by institutional investors. Learn more on AB's institutional investor holdings.

Which institutional investors have been buying AllianceBernstein stock?

Of the 207 institutional investors that purchased AllianceBernstein stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Crestwood Advisors Group LLC ($3.08M), JPMorgan Chase & Co. ($879.96K), Jennison Associates LLC ($838.23K), American Century Companies Inc. ($834.09K), FMR LLC ($650.96K), Raymond James Financial Inc. ($360.37K), and Nomura Holdings Inc. ($318.60K).

How much institutional buying is happening at AllianceBernstein?

Institutional investors have bought a total of 12,654,115 shares in the last 24 months. This purchase volume represents approximately $427.80M in transactions.

Which AllianceBernstein major shareholders have been selling company stock?

Of the 112 institutional investors that sold AllianceBernstein stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Crestwood Advisors Group LLC ($510.00K), Callodine Capital Management LP ($279.77K), Natixis ($147.10K), Cambridge Investment Research Advisors Inc. ($125.97K), UBS Group AG ($124.02K), Rockefeller Capital Management L.P. ($83.32K), and Janney Montgomery Scott LLC ($68.70K).

How much institutional selling is happening at AllianceBernstein?

Institutional investors have sold a total of 2,286,712 shares in the last 24 months. This volume of shares sold represents approximately $76.89M in transactions.



This page (NYSE:AB) was last updated on 4/15/2025 by MarketBeat.com Staff
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