AllianceBernstein Ownership | Who Owns AllianceBernstein?
AllianceBernstein Ownership Summary
AllianceBernstein is owned by 22.26% institutional investors, 1.59% insiders, and 76.15% 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 1.39% of its assets in AllianceBernstein shares.
AB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AllianceBernstein | 22.26% | 1.59% | 76.15% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
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 |
| Natixis | 660.70K | 0.58% | $24.51M |
| Ubs group | 613.41K | 0.54% | $22.75M |
| Goldman sachs group | 603.70K | 0.53% | $22.39M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Phase 2 partners | 75.74K | 2.11% | $2.81M |
| Callodine capital management, lp | 180.00K | 1.38% | $6.68M |
| Disciplined equity management | 55.08K | 1.32% | $2.04M |
| 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 |
| Basswood capital management | 277.70K | 0.60% | $10.30M |
| Capital advisory group advisory services | 43.63K | 0.58% | $1.62M |
| Virtus investment advisers | 15.00K | 0.44% | $556.35K |
| Moody aldrich partners | 59.29K | 0.41% | $2.20M |
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 |
| Basswood capital management | 277.70K | 0.60% | 277.70K |
| Invesco | 223.98K | 0.00% | 223.98K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Callodine capital management, lp | 180.00K | 1.38% | -279.77K |
| Miller howard investments inc /ny | - | - | -204.00K |
| Morgan stanley | 2.41M | 0.01% | -188.31K |
| International assets investment management | - | - | -90.71K |
| General american investors | - | - | -79.34K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Basswood capital management | 277.70K | 0.60% | 277.70K | $10.30M |
| 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 |
Sold Out
| Holder | Change |
|---|---|
| Central pacific bank - trust division | -34.00 |
| Mfa wealth advisors | -100.00 |
| Triad wealth partners | -150.00 |
| Voisard asset management group | -220.00 |
| Fortitude family office | -233.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 241 | -0.41% | 21,952,524 | 17.19% | 19 | 7.10% | 106 | 24.71% | 70 | 4.48% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Small Cap Value Fund | 1.54M | 1.39% | - |
| American Century US Value Yield Eq Tr 2 | 1.47M | 1.29% | 2.16K |
| American Century US Value Yield Eq Tr 1 | 1.47M | 1.29% | 2.16K |
| American Century Equity Income Inv | 1.47M | 1.29% | 2.16K |
| 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 | 0.79% | - |
| Jennison SMid Cap Core Equity | 872.38K | 0.77% | - |
| Neuberger Berman Long Short Instl | 723.95K | 0.66% | 333.13K |
| Fidelity Select Financials Port | 489.60K | 0.44% | 96.30K |
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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 2 | 2 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
AB Ownership FAQ
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