Alliancebernstein Holding L.p.: which funds bought and sold

Institutions that bought and sold Alliancebernstein Holding shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 127 institutions that filed 13F reports for both quarters added to or opened positions in Alliancebernstein Holding, and 93 cut or closed them. Together they added a net 35K shares, +0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.4M shares (−53.7%); index fund managers held the same number of shares overall. 32 opened a new position and 23 sold out entirely.

Bought, Q2 2026 127 institutions, 32 of them new holders Sold, Q2 2026 93 institutions, 23 of them sold out

Net change, all compared +35K shares (+0.3%)

Net change, active managers −1.4M shares (−53.7%), 2 bought, 6 sold

Buyers versus sellers

institutions compared, 309

127 bought 89 93 sold

Active managers and hedge funds 2 bought · 6 sold · −1.4M

Index fund managers 0 bought · 0 sold · 0

Other institutions 125 bought · 87 sold · +1.4M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Pathstone Holdings, LLC	+378K New position	378K	$13.3M
Morgan Stanley	+323K +47.5%	1.0M	$35.3M
Janney Montgomery Scott LLC	+258K New position	258K	$9.1M
UBS Group AG	+137K +42.1%	462K	$16.3M
HRT Financial LP	+92K +77.5%	211K	$7.4M
Wells Fargo & Company	+70K +14.2%	566K	$19.9M
Manufacturers Life Insurance Company, The	+54K New position	54K	$1.9M
Cambridge Investment Research Advisors, Inc.	+53K +92.2%	111K	$3.9M
Sharpepoint LLC	+52K New position	52K	$1.8M
Lido Advisors, LLC	+48K +265.4%	66K	$2.3M
Jump Financial, LLC	+48K +84.5%	105K	$3.7M
LPL Financial LLC	+36K +7.0%	553K	$19.5M
Kingswood Wealth Advisors, LLC	+35K New position	35K	$1.2M
Horizon Kinetics Asset Management LLC	+31K +14.3%	248K	$8.8M
Xtx Topco Ltd	+25K New position	25K	$877,260
Virtu Financial LLC	+23K New position	23K	$800,000
Ameritas Advisory Services, LLC	+22K New position	22K	$761,931
Ep Wealth Advisors, LLC	+16K New position	16K	$546,164
Bank Of Montreal	+15K +65.5%	39K	$1.4M
Wealth Preservation Advisors, LLC	+15K New position	15K	$530,448

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Alliancebernstein L.P. Active manager	+2,455 +8.0%	33K	$1.2M
Franklin Resources Inc Active manager	+1,350 +15.0%	10K	$363,647

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−1.1M Sold out	0	—
Neuberger Berman Group LLC Active manager	−282K −80.1%	70K	$2.5M
Jane Street Group, LLC	−69K −41.7%	96K	$3.4M
Susquehanna International Group, LLP	−66K Sold out	0	—
Bank Of America Corp	−39K −5.1%	729K	$25.7M
Peak6 LLC	−31K −36.2%	54K	$1.9M
Highland Capital Management, LLC	−28K −66.3%	14K	$494,982
First National Trust Co	−27K Sold out	0	—
Susquehanna Fundamental Investments, LLC	−22K −21.1%	81K	$2.9M
Kestra Advisory Services, LLC	−22K −29.3%	53K	$1.8M
American Century Companies Inc Active manager	−17K −1.7%	945K	$33.3M
Summit Securities Group LLC	−16K Sold out	0	—
Future Fund LLC	−14K Sold out	0	—
Levin Capital Strategies, L.P. Active manager	−13K Sold out	0	—
Keystone Financial Group	−10K −53.2%	8,877	$312,648
Drw Securities, LLC	−9,144 −61.1%	5,817	$204,874
Debussy Capital Management LP	−9,048 Sold out	0	—
Cetera Investment Advisers	−8,958 −5.7%	148K	$5.2M
Mariner, LLC	−7,993 −15.0%	45K	$1.6M
Commonwealth Equity Services, LLC	−7,387 −10.8%	61K	$2.2M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−1.1M Sold out	0	—
Neuberger Berman Group LLC Active manager	−282K −80.1%	70K	$2.5M
American Century Companies Inc Active manager	−17K −1.7%	945K	$33.3M
Levin Capital Strategies, L.P. Active manager	−13K Sold out	0	—
Citadel Advisors LLC Hedge fund	−3,893 −9.7%	36K	$1.3M
GAMCO Investors, Inc. Et Al Active manager	−2,500 −7.9%	29K	$1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Pathstone Holdings, LLC	378K	$13.3M
Janney Montgomery Scott LLC	258K	$9.1M
Manufacturers Life Insurance Company, The	54K	$1.9M
Sharpepoint LLC	52K	$1.8M
Kingswood Wealth Advisors, LLC	35K	$1.2M
Xtx Topco Ltd	25K	$877,260
Virtu Financial LLC	23K	$800,000
Ameritas Advisory Services, LLC	22K	$761,931
Ep Wealth Advisors, LLC	16K	$546,164
Wealth Preservation Advisors, LLC	15K	$530,448

Sold out

largest by value

Institution	Shares	Value March 31, 2026
FMR LLCActive manager	1.1M	$40.4M
Susquehanna International Group, LLP	66K	$2.5M
First National Trust Co	27K	$1M
Summit Securities Group LLC	16K	$584,064
Future Fund LLC	14K	$540,596
Levin Capital Strategies, L.P.Active manager	13K	$486,720
Debussy Capital Management LP	9,048	$338,772
Opal Wealth Advisors, LLC	7,111	$266,236
Sei Investments Co	5,769	$215,991
Tepp Ria, LLC	5,750	$215,280

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 287
Ten largest holders: 46.6%
Index fund managers: 0.1%
Active managers and hedge funds: 10.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	2	6	0	2	−1.4M	−53.7%
Index fund managers	0	0	0	0	0	0.0%
Other institutions	125	87	32	21	+1.4M	+15.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Alliancebernstein Holding.

Only managers that filed a holdings report for both quarters are compared (309 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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