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AllianceBernstein (AB) Institutional Ownership

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$37.78 -0.24 (-0.63%)
Closing price 03:59 PM Eastern
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$37.75 -0.03 (-0.08%)
As of 04:39 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)
180
Total
Institutional Inflows
(last 12 months)
$473.04M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$168.23M
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AB Institutional Buying and Selling by Quarter

AllianceBernstein Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.159,673$6.52M0.0%-3.9%0.144%
8/19/2025B. Riley Wealth Advisors Inc.76,786$3.14M0.1%N/A0.069%
8/19/2025State of Wyoming8,599$351K0.0%-3.0%0.008%
8/18/2025Second Line Capital LLC9,295$379K0.1%+14.0%0.008%
8/15/202544 Wealth Management LLC5,000$204K0.1%N/A0.005%
8/15/2025Corient Private Wealth LLC20,445$835K0.0%+4.4%0.018%
8/15/2025Captrust Financial Advisors8,973$366K0.0%-4.3%0.008%
8/15/2025Prevail Innovative Wealth Advisors LLC21,822$891K0.2%+98.0%0.020%
8/15/2025HRT Financial LP108,143$4.42M0.0%+438.1%0.098%
8/15/2025Curi Capital LLC7,575$309K0.0%N/A0.007%
8/15/2025Beck Mack & Oliver LLC7,658$313K0.0%-13.5%0.007%
8/15/2025BNP Paribas Financial Markets58,353$2.38M0.0%-31.3%0.053%
8/15/2025Bank of America Corp DE1,083,131$44.22M0.0%-19.5%0.980%
8/14/2025Ausdal Financial Partners Inc.5,133$210K0.0%N/A0.005%
8/14/2025Raymond James Financial Inc.173,692$7.09M0.0%-2.9%0.157%
8/14/2025HUB Investment Partners LLC208,278$8.50M0.3%-2.0%0.188%
8/14/2025Sei Investments Co.9,563$390K0.0%-93.9%0.009%
8/14/2025Formula Growth Ltd.43,090$1.76M0.7%N/A0.039%
8/13/2025Gabelli Funds LLC60,000$2.45M0.0%-69.2%0.054%
8/13/2025Gamco Investors INC. ET AL33,198$1.36M0.0%-53.9%0.030%
8/13/2025Epoch Investment Partners Inc.25,038$1.02M0.0%-83.3%0.023%
8/13/2025JBR Co Financial Management Inc13,605$555K0.3%+13.1%0.012%
8/13/2025Invesco Ltd.174,553$7.13M0.0%-46.3%0.158%
8/12/2025Boston Partners37,264$1.52M0.0%-1.0%0.034%
8/12/2025J.W. Cole Advisors Inc.12,323$503K0.0%+62.7%0.011%
8/12/2025Oak Associates Ltd. OH23,711$968K0.1%+3.0%0.021%
8/12/2025XTX Topco Ltd35,384$1.45M0.1%+349.4%0.032%
8/12/2025Horizon Kinetics Asset Management LLC164,892$6.73M0.1%+42.2%0.149%
8/12/2025Global Retirement Partners LLC17,679$722K0.0%N/A0.016%
8/12/2025American Century Companies Inc.1,171,246$47.82M0.0%-32.5%1.060%
8/12/2025CFC Planning Co LLC5,633$230K0.2%N/A0.005%
8/12/2025Franklin Resources Inc.384,740$15.71M0.0%-1.1%0.348%
8/12/2025MAI Capital Management12,619$515K0.0%-4.6%0.011%
8/12/2025JPMorgan Chase & Co.70,819$2.89M0.0%-85.7%0.064%
8/11/2025Nicholas Wealth LLC.28,437$1.16M0.6%+22.1%0.026%
8/8/2025Cetera Investment Advisers126,153$5.15M0.0%-3.2%0.114%
8/8/2025Creative Planning14,669$599K0.0%+19.5%0.013%
8/7/2025Boston Partners37,264$1.52M0.0%-1.0%0.034%
8/7/2025Allworth Financial LP6,615$270K0.0%+1,102.7%0.006%
8/7/2025Americana Partners LLC5,062$207K0.0%N/A0.005%
8/7/2025Future Fund LLC13,044$533K0.2%+10.2%0.012%
8/6/2025Prospera Financial Services Inc14,376$587K0.0%+10.3%0.013%
8/6/2025Wedbush Securities Inc.8,680$354K0.0%-10.8%0.008%
8/6/2025Zevin Asset Management LLC6,863$280K0.0%-33.4%0.006%
8/6/2025Moors & Cabot Inc.60,134$2.46M0.1%-2.9%0.054%
8/5/2025HFG Advisors Inc.6,560$268K0.2%-4.9%0.006%
8/4/2025Canton Hathaway LLC27,000$1.10M0.2%+25.7%0.024%
8/1/2025Bessemer Group Inc.4,001$163K0.0%N/A0.004%
8/1/2025Brookwood Investment Group LLC27,344$1.12M0.2%+76.5%0.025%
7/31/2025FSM Wealth Advisors LLC7,720$320K0.1%N/A0.007%
7/30/2025D.A. Davidson & CO.149,922$6.12M0.0%+1.4%0.135%
7/29/2025Koshinski Asset Management Inc.6,165$252K0.0%+12.8%0.006%
7/29/2025Stratos Wealth Partners LTD.12,901$527K0.0%-2.6%0.012%
7/28/2025Disciplined Equity Management Inc.60,293$2.46M1.4%+12.1%0.054%
7/25/2025MGO One Seven LLC27,882$1.14M0.0%-2.6%0.025%
7/25/2025Joel Adams & Associates Inc.5,000$204K0.2%N/A0.005%
7/25/2025Concurrent Investment Advisors LLC17,256$705K0.0%+2.8%0.016%
7/25/2025Apollon Wealth Management LLC25,635$1.05M0.0%+24.9%0.023%
7/23/2025Birinyi Associates Inc.10,261$419K0.1%-8.6%0.009%
7/23/2025Tyche Wealth Partners LLC5,000$204K0.0%N/A0.005%
7/22/2025Belpointe Asset Management LLC19,311$788K0.0%-12.0%0.017%
7/22/2025DAVENPORT & Co LLC37,022$1.51M0.0%+0.8%0.033%
7/22/2025Highland Capital Management LLC34,915$1.43M0.1%+112.5%0.032%
7/21/2025Ameritas Advisory Services LLC22,079$901K0.0%-2.6%0.020%
7/18/2025CHURCHILL MANAGEMENT Corp314,844$12.86M0.1%-2.0%0.284%
7/18/2025Chelsea Counsel Co.95,330$3.89M1.9%+807.9%0.086%
7/18/2025PFG Investments LLC9,923$405K0.0%+66.5%0.009%
7/17/2025Janney Montgomery Scott LLC103,869$4.24M0.0%-3.6%0.094%
7/16/2025FCG Investment Co8,873$362K0.2%N/A0.008%
7/15/2025Northside Capital Management LLC13,625$556K0.0%N/A0.012%
7/14/2025CHICAGO TRUST Co NA6,000$245K0.0%N/A0.005%
7/11/2025Farther Finance Advisors LLC11,512$470K0.0%+66.5%0.010%
7/11/2025Kingstone Capital Partners Texas LLC5,168,578$193.76M0.0%N/A4.669%
7/10/2025Wealth Enhancement Advisory Services LLC183,021$7.52M0.0%+0.2%0.165%
7/9/2025New England Research & Management Inc.9,900$404K0.2%-14.7%0.009%
5/22/2025Chelsea Counsel Co.10,500$402K0.2%N/A0.009%
5/20/2025Belpointe Asset Management LLC21,950$841K0.0%+3.6%0.020%
5/20/2025Focus Partners Wealth27,375$1.05M0.0%+43.5%0.025%
5/16/2025Goldman Sachs Group Inc.916,574$35.11M0.0%+51.8%0.828%
5/16/2025Ursa Fund Management LLC200,000$7.66M19.7%N/A0.181%
5/16/2025American Trust Investment Advisors LLC22,545$864K0.4%+12.3%0.020%
5/16/2025683 Capital Management LLC525,825$20.14M1.4%N/A0.475%
5/15/2025Royal Bank of Canada88,378$3.39M0.0%-5.0%0.080%
5/15/2025Beck Mack & Oliver LLC8,858$339K0.0%+15.7%0.008%
5/15/2025Alpine Global Management LLC79,979$3.06M0.8%N/A0.072%
5/15/2025MAI Capital Management13,229$507K0.0%+5.9%0.012%
5/15/2025Nomura Holdings Inc.136,890$5.24M0.0%+95.6%0.124%
5/15/2025Second Line Capital LLC8,155$312K0.1%-4.1%0.007%
5/15/2025Vident Advisory LLC13,467$516K0.0%N/A0.012%
5/15/2025State of Wyoming8,868$340K0.0%-15.2%0.008%
5/15/2025Callodine Capital Management LP174,060$6.67M1.1%-3.3%0.157%
5/14/2025Wealth Preservation Advisors LLC15,061$577K0.4%N/A0.014%
5/14/2025CreativeOne Wealth LLC5,371$206K0.0%N/A0.005%
5/14/2025Gamco Investors INC. ET AL71,998$2.76M0.0%+1.9%0.065%
5/14/2025Gabelli Funds LLC195,000$7.47M0.1%+84.0%0.176%
5/14/2025Epoch Investment Partners Inc.150,142$5.75M0.0%-13.7%0.136%
5/14/2025Virtus Advisers LLC15,613$598K0.8%N/A0.014%
5/14/2025Jump Financial LLC100,318$3.84M0.1%+238.9%0.091%
5/14/2025SVB Wealth LLC825$32K0.0%N/A0.001%
5/14/2025Bahl & Gaynor Inc.18,600$713K0.0%N/A0.017%
(Data available from 1/1/2016 forward)

AB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AB shares?

During the previous two years, 267 institutional investors and hedge funds held shares of AllianceBernstein. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($193.76M), FMR LLC ($115.36M), American Century Companies Inc. ($47.82M), Bank of America Corp DE ($44.22M), Goldman Sachs Group Inc. ($35.11M), Jennison Associates LLC ($34.92M), and International Assets Investment Management LLC ($31.65M).Learn more on AllianceBernstein's institutional investors.

What percentage of AllianceBernstein's stock is owned by institutional investors?

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

Which institutional investors have been buying AllianceBernstein's stock?

Of the 229 institutional investors that purchased AllianceBernstein's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($5.17M), Crestwood Advisors Group LLC ($3.08M), Jennison Associates LLC ($838.23K), JPMorgan Chase & Co. ($711.24K), FMR LLC ($650.96K), 683 Capital Management LLC ($525.83K), and Nomura Holdings Inc. ($385.49K).

How much institutional buying is happening at AllianceBernstein?

Institutional investors have bought a total of 12,200,509 shares in the last 24 months. This purchase volume represents approximately $473.04M in transactions.

Which of AllianceBernstein's major shareholders have been selling company stock?

Of the 84 institutional investors that sold AllianceBernstein's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: American Century Companies Inc. ($1.85M), JPMorgan Chase & Co. ($424.67K), Callodine Capital Management LP ($285.71K), Bank of America Corp DE ($285.18K), Crestwood Advisors Group LLC ($261.61K), Invesco Ltd. ($150.47K), and Epoch Investment Partners Inc. ($148.93K).

How much institutional selling is happening at AllianceBernstein?

Institutional investors have sold a total of 4,295,372 shares in the last 24 months. This volume of shares sold represents approximately $168.23M in transactions.



This page (NYSE:AB) was last updated on 9/10/2025 by MarketBeat.com Staff
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