AllianceBernstein Ownership | Who Owns AllianceBernstein?
AllianceBernstein Ownership Summary
AllianceBernstein is owned by 2.20% institutional investors, 2.07% insiders, and 95.72% retail investors. Fmr is the largest institutional shareholder, holding 1.86% of AB shares. American Century US Value Yield Eq Tr 2 is the top mutual fund, with 1.29% of its assets in AllianceBernstein shares.
AB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AllianceBernstein | 2.20% | 2.07% | 95.72% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Asset Management Stocks | 33.98% | 9.07% | 56.95% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 2.06M | 1.86% | $78.68M |
| American century companies | 1.16M | 1.05% | $44.51M |
| Morgan stanley | 788.28K | 0.71% | $30.13M |
| Bank of america corp /de/ | 812.80K | 0.71% | $27.46M |
| Lpl financial | 493.84K | 0.45% | $18.87M |
| Wells fargo & company/mn | 425.71K | 0.38% | $16.27M |
| Franklin resources | 384.74K | 0.35% | $14.70M |
| Neuberger berman group | 383.79K | 0.35% | $14.67M |
| Manufacturers life insurance company, the | 357.44K | 0.31% | $13.26M |
| Colony group | 336.50K | 0.30% | $12.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Four tree island advisory | 207.57K | 5.06% | $7.94M |
| Phase 2 partners | 75.74K | 2.11% | $2.81M |
| Chelsea counsel | 95.33K | 1.93% | $3.89M |
| Disciplined equity management | 58.80K | 1.22% | $2.25M |
| Moody aldrich partners | 137.34K | 1.00% | $5.25M |
| Knott david m jr | 48.00K | 0.74% | $1.83M |
| Redmont wealth advisors | 11.37K | 0.61% | $434.68K |
| Virtus etf advisers | 23.95K | 0.60% | $915.33K |
| Bluepath capital management | 37.12K | 0.59% | $1.42M |
| 10elms llp | 15.46K | 0.53% | $590.88K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Colony group | 336.50K | 0.02% | 309.67K |
| Morgan stanley | 788.28K | 0.00% | 144.24K |
| Janney montgomery scott | 226.63K | 0.02% | 122.76K |
| Chelsea counsel | 95.33K | 1.93% | 84.83K |
| Moody aldrich partners | 137.34K | 1.00% | 78.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kingstone capital partners texas | - | - | -5.17M |
| Jennison associates | - | - | -911.56K |
| Natixis | - | - | -660.70K |
| 683 capital management | - | - | -525.83K |
| Cresset asset management | - | - | -495.38K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Highland capital management | 43.35K | 0.08% | 43.35K | $1.66B |
| Lavaca capital | 40.06K | 0.26% | 40.06K | $1.53M |
| Blue fin capital | 26.72K | 0.19% | 26.72K | $1.09M |
| Redmont wealth advisors | 11.37K | 0.61% | 11.37K | $434.68K |
| Cerity partners | 8.43K | 0.00% | 8.43K | $322.32K |
Sold Out
| Holder | Change |
|---|---|
| Assetmark | -1.00 |
| Center for financial planning | -10.00 |
| Skopos labs | -13.00 |
| Central pacific bank - trust division | -34.00 |
| Beacon capital management | -52.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 139 | -48.71% | 2,438,763 | -86.26% | 2 | 0.86% | 60 | -41.18% | 23 | -67.61% |
| Jun 30, 2025 | 269 | -10.93% | 18,383,655 | -29.02% | 16 | 3.03% | 101 | -22.90% | 71 | 7.58% |
| Mar 31, 2025 | 8 | -97.30% | 545,296 | -97.87% | - | 0.10% | 4 | -97.42% | 3 | -94.00% |
| Dec 31, 2024 | 282 | 7.63% | 25,384,790 | 13.40% | 22 | 5.78% | 147 | 31.25% | 49 | -20.97% |
| Sep 30, 2024 | 255 | 0.79% | 22,308,192 | 2.82% | 19 | 5.50% | 109 | 4.81% | 61 | -12.86% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Century US Value Yield Eq Tr 2 | 1.47M | 1.29% | - |
| Fidelity Small Cap Value Fund | 1.34M | 1.21% | -120.00K |
| American Century Equity Income Inv | 982.14K | 0.89% | -483.74K |
| American Century US Value Yield Eq Tr 1 | 982.14K | 0.89% | -483.74K |
| American Century Mid Cap Value Inv | 957.47K | 0.84% | - |
| American Century U.S. Mid Cap Value | 957.47K | 0.84% | - |
| PGIM Jennison Small Company A | 872.38K | 0.77% | - |
| Jennison SMid Cap Core Equity | 872.38K | 0.77% | - |
| Neuberger Berman Long Short Instl | 723.95K | 0.64% | - |
| Fidelity Series Intrinsic Opps | 434.80K | 0.39% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 22, 2025 | BERNSTEIN SETH P | President and CEO | Sell | $999.09K |
| Aug 19, 2025 | BERNSTEIN SETH P | President and CEO | Sell | $251.53K |
| Aug 20, 2025 | BERNSTEIN SETH P | President and CEO | Sell | $19.20K |
| May 12, 2025 | Kaye Daniel G | - | Sell | $196.86K |
| May 05, 2025 | Hogbin Christopher | Global Head of Investments | Sell | $246.28K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 3 |
| 2025 Q2 | 1 | 3 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 2 | 2 |
AB Ownership FAQ
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