AllianceBernstein Ownership | Who Owns AllianceBernstein?

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AllianceBernstein Ownership Summary

AllianceBernstein is owned by 18.85% institutional investors, 1.54% insiders, and 79.61% retail investors. American century companies is the largest institutional shareholder, holding 2.50% of AB shares. American Century US Value Yield Eq Tr 2 is the top mutual fund, with 1.28% of its assets in AllianceBernstein shares.

AB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	AllianceBernstein	18.85%	1.54%	79.61%
Sector	Financial Services Stocks	43.07%	12.53%	44.40%
Industry	Asset Management Stocks	39.76%	8.77%	51.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
American century companies	2.87M	2.50%	$97.09M
Fmr	2.46M	2.14%	$83.10M
Morgan stanley	2.41M	2.10%	$81.31M
Jpmorgan chase	2.19M	1.91%	$73.95M
Bank of america corp /de/	812.80K	0.71%	$27.46M
Jennison associates	782.48K	0.68%	$26.44M
Ubs group	688.91K	0.60%	$23.28M
Cresset asset management	518.89K	0.45%	$17.53M
Nomura	457.50K	0.40%	$15.46M
Natixis	449.80K	0.39%	$15.20M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Callodine capital management, lp	349.99K	2.76%	$11.83M
Disciplined equity management	57.49K	1.28%	$1.94M
Knott david m jr	49.00K	0.66%	$1.66M
Redmont wealth advisors	11.37K	0.60%	$384.29K
Nicola wealth management	107.00K	0.44%	$4.95M
Aristides capital	36.50K	0.35%	$1.23M
Private portfolio partners	12.04K	0.33%	$406.93K
Tcg advisory services	224.92K	0.29%	$7.60M
Blue fin capital	40.69K	0.27%	$1.37M
Merrion investment management	10.00K	0.23%	$337.90K

Top Buyers

Holder	Shares	% Assets	Change
Callodine capital management, lp	349.99K	2.76%	238.79K
American century companies	2.87M	0.06%	234.25K
Manufacturers life insurance company, the	273.69K	0.01%	221.74K
Wells fargo & company/mn	423.41K	0.00%	210.74K
Nomura	457.50K	0.03%	156.90K

Top Sellers

Holder	Shares	% Assets	Change
Morgan stanley	2.41M	0.01%	-188.31K
Jpmorgan chase	2.19M	0.01%	-141.63K
Phase 2 partners	-	-	-136.38K
Ubs group	688.91K	0.01%	-133.63K
Kestra advisory services	-	-	-95.07K

New Positions

Holder	Shares	% Assets	Change	Value
Manning & napier advisors	132.50K	0.05%	132.50K	$4.48M
F/m investments	13.46K	0.02%	13.46K	$454.98K
Prospera financial services	13.15K	0.01%	13.15K	$444.39K
Gateway advisory	9.00K	0.05%	9.00K	$304.11K
Pensionmark financial group	8.23K	0.02%	8.23K	$278.16K

Sold Out

Holder	Change
Triad wealth partners	-150.00
Voisard asset management group	-220.00
Scarborough advisors	-255.00
Main street group	-300.00
Asset dedication	-326.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	241	-0.41%	21,952,524	17.19%	19	7.10%	106	24.71%	70	4.48%
Sep 30, 2023	242	-3.20%	18,732,966	16.51%	16	8.25%	85	-13.27%	67	13.56%
Jun 30, 2023	250	-7.06%	16,078,443	7.29%	14	8.13%	98	-14.04%	59	-20.27%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Century US Value Yield Eq Tr 2	1.46M	1.28%	91.67K
American Century Equity Income Inv	1.46M	1.28%	91.67K
Fidelity Small Cap Value Fund	1.33M	1.17%	-
American Century U.S. Mid Cap Value	957.47K	0.84%	-
American Century Mid Cap Value Inv	957.47K	0.84%	-
Jennison SMid Cap Core Equity	813.20K	0.71%	86.02K
PGIM Jennison Small Company A	813.20K	0.71%	-
Fidelity Advisor Stock Selec Mid Cp I	411.06K	0.36%	66.69K
Templeton Global Smaller Comp A	404.17K	0.36%	-
Templeton Global Smaller Comp Fund A	404.17K	0.35%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 20, 2024	Equitable Holdings, Inc.	See Remarks	Buy	$24.58M
Sep 20, 2024	Equitable Holdings, Inc.	See Remarks	Buy	$17.09M
Aug 22, 2024	Stonehill Charles G.T.	-	Sell	$139.49K
Jul 29, 2024	Hogbin Christopher	Global Head of Investments	Sell	$445.62K
Aug 10, 2023	Burke Kate C	Former COO & CFO	Sell	$147.80K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	2
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	-	1

AB Ownership FAQ

Who Owns AllianceBernstein?

AllianceBernstein shareholders are primarily institutional investors at 18.85%, followed by 1.54% insiders and 79.61% retail investors. The average institutional ownership in AllianceBernstein's industry, Asset Management Stocks, is 39.76%, which AllianceBernstein falls below.

Who owns the most shares of AllianceBernstein?

AllianceBernstein’s largest shareholders are American century companies (2.87M shares, 2.50%), Fmr (2.46M shares, 2.14%), and Morgan stanley (2.41M shares, 2.10%). Together, they hold 6.75% of AllianceBernstein’s total shares outstanding.

Does Blackrock own AllianceBernstein?

BlackRock is not among the top 10 institutional shareholders of AllianceBernstein.

Who is AllianceBernstein’s biggest shareholder by percentage of total assets invested?

Callodine capital management, lp is AllianceBernstein’s biggest shareholder by percentage of total assets invested, with 2.76% of its assets in 349.99K AllianceBernstein shares, valued at 11.83M$.

Who is the top mutual fund holder of AllianceBernstein shares?

American Century US Value Yield Eq Tr 2 is the top mutual fund holder of AllianceBernstein shares, with 1.28% of its total shares outstanding invested in 1.46M AllianceBernstein shares.

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