AllianceBernstein Ownership | Who Owns AllianceBernstein?
AllianceBernstein Ownership Summary
AllianceBernstein is owned by 0.49% institutional investors, 1.93% insiders, and 97.58% retail investors. Fmr is the largest institutional shareholder, holding 2.73% of AB shares. Fidelity Small Cap Value Fund is the top mutual fund, with 1.57% of its assets in AllianceBernstein shares.
AB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AllianceBernstein | 0.49% | 1.93% | 97.58% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Asset Management Stocks | 31.89% | 9.87% | 58.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 3.11M | 2.73% | $115.36M |
| American century companies | 3.03M | 2.65% | $112.24M |
| Jpmorgan chase | 2.90M | 2.54% | $107.55M |
| Morgan stanley | 2.41M | 2.10% | $81.31M |
| Jennison associates | 939.65K | 0.82% | $34.85M |
| 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 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Phase 2 partners | 75.74K | 2.11% | $2.81M |
| Disciplined equity management | 55.08K | 1.32% | $2.04M |
| Callodine capital management, lp | 174.06K | 1.11% | $6.67M |
| Nicola wealth management | 155.00K | 0.78% | $8.27M |
| Redmont wealth advisors | 11.37K | 0.73% | $421.82K |
| Knott david m jr | 48.00K | 0.64% | $1.78M |
| Capital advisory group advisory services | 43.63K | 0.58% | $1.62M |
| Moody aldrich partners | 59.29K | 0.41% | $2.20M |
| Hudson portfolio management | 9.45K | 0.34% | $350.50K |
| Tcg advisory services | 214.25K | 0.33% | $7.95M |
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 |
|---|---|---|---|
| Natixis | - | - | -660.70K |
| Cresset asset management | - | - | -495.38K |
| Basswood capital management | - | - | -277.70K |
| Miller howard investments inc /ny | - | - | -204.00K |
| Morgan stanley | 2.41M | 0.01% | -188.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Invesco | 223.98K | 0.00% | 223.98K | $8.31M |
| Raymond james financial | 180.19K | 0.00% | 180.19K | $6.68M |
| Lombard odier asset management (europe) | 80.00K | 0.19% | 80.00K | $2.97M |
| Capital advisory group advisory services | 43.63K | 0.58% | 43.63K | $1.62M |
| First national trust | 26.82K | 0.04% | 26.82K | $994.90K |
Sold Out
| Holder | Change |
|---|---|
| Center for financial planning | -10.00 |
| Central pacific bank - trust division | -34.00 |
| Beacon capital management | -52.00 |
| Mfa wealth advisors | -100.00 |
| Coppell advisory solutions | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 249 | 3.32% | 20,893,953 | -4.82% | 18 | 4.82% | 121 | 14.15% | 57 | -18.57% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Small Cap Value Fund | 1.74M | 1.57% | 200.00K |
| American Century US Value Yield Eq Tr 1 | 1.47M | 1.32% | - |
| American Century Equity Income Inv | 1.47M | 1.29% | - |
| American Century US Value Yield Eq Tr 2 | 1.47M | 1.29% | - |
| American Century U.S. Mid Cap Value | 957.47K | 0.84% | - |
| American Century Mid Cap Value Inv | 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% | 32.80K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 12, 2025 | Kaye Daniel G | - | Sell | $196.86K |
| May 05, 2025 | Hogbin Christopher | Global Head of Investments | Sell | $246.28K |
| May 05, 2025 | Stonehill Charles G.T. | - | Sell | $205.90K |
| Apr 02, 2025 | Equitable Holdings, Inc. | See Remarks | Buy | $757.79M |
| Sep 20, 2024 | Equitable Holdings, Inc. | See Remarks | Buy | $24.58M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | 3 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 2 | 2 |
| 2024 Q2 | - | - |
AB Ownership FAQ
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