AllianceBernstein Ownership | Who Owns AllianceBernstein?
AllianceBernstein Ownership Summary
AllianceBernstein is owned by 12.98% institutional investors, 2.05% insiders, and 84.97% retail investors. Morgan stanley is the largest institutional shareholder, holding 1.08% of AB shares. American Century US Value Yield Eq Tr 1 is the top mutual fund, with 0.87% of its assets in AllianceBernstein shares.
AB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AllianceBernstein | 12.98% | 2.05% | 84.97% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Asset Management Stocks | 45.53% | 11.43% | 43.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 1.00M | 1.08% | $35.32M |
| American century companies | 944.88K | 1.02% | $33.28M |
| Bank of america corp /de/ | 728.52K | 0.79% | $25.66M |
| Wells fargo & company/mn | 565.89K | 0.61% | $19.93M |
| Lpl financial | 552.67K | 0.60% | $19.47M |
| Ubs group | 462.08K | 0.50% | $16.27M |
| Cresset asset management | 378.18K | 0.41% | $13.32M |
| Pathstone | 377.90K | 0.41% | $13.31M |
| Invesco | 337.46K | 0.36% | $11.89M |
| Stifel financial | 270.78K | 0.29% | $9.54M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Four tree island advisory | 207.57K | 2.41% | $7.31M |
| Phase 2 partners | 75.74K | 2.11% | $2.81M |
| Chelsea counsel | 95.18K | 1.42% | $3.35M |
| Disciplined equity management | 64.28K | 1.00% | $2.26M |
| Sharpepoint | 52.38K | 0.92% | $1.84M |
| Knott david m jr | 48.00K | 0.89% | $1.69M |
| Moody aldrich partners | 137.34K | 0.87% | $4.84M |
| Redmont wealth advisors | 11.37K | 0.66% | $437.63K |
| Bluepath capital management | 28.39K | 0.55% | $999.85K |
| Aristides capital | 52.75K | 0.36% | $1.86M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pathstone | 377.90K | 0.04% | 377.90K |
| Morgan stanley | 1.00M | 0.00% | 322.96K |
| Janney montgomery scott | 257.64K | 0.02% | 257.64K |
| Ubs group | 462.08K | 0.00% | 136.93K |
| Hrt financial lp | 210.86K | 0.01% | 92.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kingstone capital partners texas | - | - | -5.17M |
| Fmr | - | - | -1.08M |
| Jennison associates | - | - | -911.56K |
| 683 capital management | - | - | -525.83K |
| Neuberger berman group | 70.26K | 0.00% | -282.45K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Pathstone | 377.90K | 0.04% | 377.90K | $13.31M |
| Manufacturers life insurance company, the | 54.17K | 0.00% | 54.17K | $1.91M |
| Sharpepoint | 52.38K | 0.92% | 52.38K | $1.84M |
| Kingswood wealth advisors | 35.11K | 0.05% | 35.11K | $1.24M |
| Ameritas advisory services | 21.63K | 0.02% | 21.63K | $761.93K |
Sold Out
| Holder | Change |
|---|---|
| Laurel wealth advisors | -5.00 |
| Center for financial planning | -10.00 |
| St germain d j | -13.00 |
| Skopos labs | -13.00 |
| Gamma investing | -33.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 296 | 1.37% | 12,006,424 | -0.67% | 12 | 7.28% | 128 | -5.19% | 72 | 16.13% |
| Mar 31, 2026 | 268 | -7.59% | 10,297,968 | -29.52% | 11 | 6.52% | 124 | 6.90% | 56 | -27.27% |
| Dec 31, 2025 | 111 | -60.07% | 6,023,512 | -56.78% | 5 | 3.43% | 41 | -64.35% | 31 | -50.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Century US Value Yield Eq Tr 1 | 799.54K | 0.87% | -151.18K |
| American Century Equity Income Inv | 799.54K | 0.86% | - |
| American Century US Value Yield Eq Tr 2 | 799.54K | 0.86% | 799.54K |
| 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 | 449.60K | 0.48% | - |
| Templeton Global Smaller Comp Fund A | 375.76K | 0.34% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 04, 2026 | Stonehill Charles G.T. | - | Sell | $185.85K |
| Apr 30, 2026 | BERNSTEIN SETH P | CEO | Sell | $1.15M |
| Feb 18, 2026 | BERNSTEIN SETH P | CEO | Sell | $1.10M |
| Aug 22, 2025 | BERNSTEIN SETH P | President and CEO | Sell | $999.09K |
| Aug 19, 2025 | BERNSTEIN SETH P | President and CEO | Sell | $251.53K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 3 |
AB Ownership FAQ
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