AllianceBernstein Ownership | Who Owns AllianceBernstein?
AllianceBernstein Ownership Summary
AllianceBernstein is owned by 16.62% institutional investors, 1.76% insiders, and 81.62% retail investors. Fmr is the largest institutional shareholder, holding 2.73% 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 | 16.62% | 1.76% | 81.62% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Asset Management Stocks | 51.84% | 9.46% | 38.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 3.11M | 2.73% | $115.36M |
| Jpmorgan chase | 2.90M | 2.54% | $107.55M |
| Morgan stanley | 2.41M | 2.10% | $81.31M |
| American century companies | 1.17M | 1.06% | $47.82M |
| Citigroup | 837.42K | 0.73% | $31.06M |
| Bank of america corp /de/ | 812.80K | 0.71% | $27.46M |
| Ubs group | 613.41K | 0.54% | $22.75M |
| Goldman sachs group | 603.70K | 0.53% | $22.39M |
| Wells fargo & company/mn | 454.89K | 0.40% | $16.87M |
| Franklin resources | 389.17K | 0.34% | $14.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| 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 | 0.89% | $1.96M |
| Redmont wealth advisors | 11.37K | 0.73% | $421.82K |
| Formula growth | 43.09K | 0.66% | $1.76M |
| Bluepath capital management | 37.12K | 0.59% | $1.42M |
| Nicola wealth management | 114.00K | 0.44% | $4.65M |
| Hudson portfolio management | 9.45K | 0.36% | $385.84K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 603.70K | 0.00% | 587.78K |
| Fmr | 3.11M | 0.01% | 496.92K |
| Jpmorgan chase | 2.90M | 0.01% | 445.40K |
| Invesco | 223.98K | 0.00% | 223.98K |
| Citigroup | 837.42K | 0.02% | 191.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kingstone capital partners texas | - | - | -5.17M |
| Jennison associates | - | - | -911.56K |
| Natixis | - | - | -660.70K |
| American century companies | 1.17M | 0.03% | -563.52K |
| 683 capital management | - | - | -525.83K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Invesco | 223.98K | 0.00% | 223.98K | $8.31M |
| Highland capital management | 43.35K | 0.08% | 43.35K | $1.66B |
| Formula growth | 43.09K | 0.66% | 43.09K | $1.76M |
| Blue fin capital | 26.72K | 0.19% | 26.72K | $1.09M |
| Drw securities | 17.47K | 0.02% | 17.47K | $713.18K |
Sold Out
| Holder | Change |
|---|---|
| Center for financial planning | -10.00 |
| Central pacific bank - trust division | -34.00 |
| Beacon capital management | -52.00 |
| Kessler investment group | -70.00 |
| Mfa wealth advisors | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 248 | -0.40% | 21,627,094 | 3.51% | 18 | 5.68% | 104 | -14.05% | 70 | 22.81% |
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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