AllianceBernstein Holding (AB)

LISTING A - AllianceBernstein Corporation • AllianceBernstein L.P. • AB Trust Company, LLC • AnchorPath Financial, LLC • AnchorPath GP, LLC • AB Broadly Syndicated Loan Manager LLC • AB Distribution Vehicle LLC • Alliance Capital Management LLC • AB Private Credit Investors LLC • AllianceBernstein Real Estate Investments LLC ...

IRS number

133434400

SEC advisor number

801-32361

FINRA CRD number

106998

Address

AllianceBernstein Holding
501 COMMERCE STREET
NASHVILLE
TN 37203

Office hours

Monday - Friday, 9AM -5PM

Phone

6156220000

Brochures

AB stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Ownership

Owner	Title	From	%Ownership
Alliancebernstein Corporation	General Partner of Registrant	04/1999	< 5%
Manley, Mark, Randall	General Counsel	05/1984	< 5%
Pearson, Mark, NMN	Director of Abc	01/2011	< 5%
Lesser, David, Michael	Corporate Secretary	09/2016	< 5%
Axa Equitable Financial Services, LLC	100% Shareholder	09/1999	> 75%
Equitable Holdings, Inc.	100% Shareholder	05/2018	> 75%
Alpha Unit Holdings, Inc.	100% Shareholder	12/2018	> 75%
Bernstein, Seth, Perry	CEO of Abc	05/2017	< 5%
Kaye, Daniel, George	Director of Abc	05/2017	< 5%
Narayandas, Das, NMN	Director of Abc	11/2017	< 5%
Hurd, Jeffrey, (NMN)	Director of Abc	04/2019	< 5%
Stonehill, Charles, Gerald Thoroton	Director of Abc	04/2019	< 5%
Lane, Nicholas, Burritt	Director of Abc	04/2019	< 5%
Burke, Catherine, Cooney	Chief Operating Officer/chief Financial Officer	06/2019	< 5%
Matus, Kristi, Ann	Director of Abc	06/2019	< 5%
Domenici, Nella, Louise	Director of Abc	01/2020	< 5%
Walthall, Todd	Director of Abc	09/2021	< 5%
Lamm-Tennant, Joan	Chairman and Director of Abc	10/2021	< 5%
Digangi, Kyle, Christopher	Chief Compliance Officer	03/2020	< 5%

Latest filings (excl ownership)

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8-K

Regulation FD Disclosure

10 Jun 25

8-K

Departure of Directors or Certain Officers

28 May 25

8-K

Regulation FD Disclosure

24 Apr 25

Results of Operations and Financial Condition

24 Apr 25

8-K

Regulation FD Disclosure

9 Apr 25

SC 14D9

Tender offer solicitation

17 Mar 25

8-K

Departure of Directors or Certain Officers

12 Mar 25

8-K

Regulation FD Disclosure

Transcripts

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Earnings call transcript

2025 Q1

24 Apr 25

Earnings call transcript

2024 Q4

6 Feb 25

Earnings call transcript

2024 Q3

24 Oct 24

Earnings call transcript

2024 Q2

26 Jul 24

Earnings call transcript

2024 Q1

26 Apr 24

Earnings call transcript

2023 Q4

7 Feb 24

Earnings call transcript

2023 Q3

27 Oct 23

Earnings call transcript

2023 Q2

28 Jul 23

Earnings call transcript

2023 Q2

28 Jul 23

Earnings call transcript

2023 Q1

27 Apr 23

Latest ownership filings

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Charles G.T. Stonehill

Notice of proposed sale of securities

12 May 25

Christopher Hogbin

7 May 25

Charles G.T. Stonehill

7 May 25

Financial summary

Financial statements Chart AB financial data

Quarter (USD)	Mar 25	Dec 24	Sep 24	Jun 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q4 2024

AB institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	66	66	–
Opened positions	12	9	+33.3%
Closed positions	12	9	+33.3%
Increased positions	25	19	+31.6%
Reduced positions	6	11	-45.5%

13F shares	Current	Prev Q	Change
Total value	170.51 bn	127.14 bn	+34.1%
Total shares	184.48 mm	4.02 mm	+4491.8%
Total puts	0.00	0.00
Total calls	0.00	0.00
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
EQH Equitable	179.55 mm	$0.00	NEW
JPM JPMorgan Chase & Co.	2.90 mm	$107.55 bn	+18.1%
GS The Goldman Sachs Group, Inc.	603.70 k	$22.39 bn	+3693.5%
Crestwood Advisors	288.03 k	$10.68 bn	+2.5%
Manning & Napier Advisors	180.00 k	$6.68 bn	+28.6%
BCS Barclays	147.10 k	$5.46 mm	0.0%
Janney Montgomery Scott	102.13 k	$3.79 mm	+4.5%
Williams Jones Wealth Management	83.90 k	$3.11 bn	-0.2%
Argent Trust	71.73 k	$2.66 bn	-1.4%
BNP Paribas Arbitrage	71.52 k	$2.65 bn	+128.3%

Largest transactions	Shares	Bought/sold	Change
EQH Equitable	179.55 mm	+179.55 mm	NEW
GS The Goldman Sachs Group, Inc.	603.70 k	+587.78 k	+3693.5%
JPM JPMorgan Chase & Co.	2.90 mm	+445.40 k	+18.1%
Miller Howard Investments	0.00	-204.00 k	EXIT
BNP Paribas Arbitrage	71.52 k	+40.19 k	+128.3%
Manning & Napier Advisors	180.00 k	+40.00 k	+28.6%
Johnson Investment Counsel	0.00	-29.65 k	EXIT
Highland Capital Management	16.43 k	-29.45 k	-64.2%
Formidable Asset Management	23.58 k	+23.58 k	NEW
Bramshill Investments	0.00	-22.25 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

AB insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
21 May 25	Bruce M Holley	AB Holding Units	Grant	Acquire A	No	No	39.98	4,253	170.03 k	9,245
21 May 25	Todd Walthall	AB Holding Units	Grant	Acquire A	No	No	39.98	4,253	170.03 k	20,880
21 May 25	Daniel G Kaye	AB Holding Units	Grant	Acquire A	No	No	39.98	4,253	170.03 k	44,130
21 May 25	Narayandas Das	AB Holding Units	Grant	Acquire A	No	No	39.98	4,253	170.03 k	44,921
21 May 25	Lammtennant Joan M	AB Holding Units	Grant	Acquire A	No	No	39.98	4,253	170.03 k	20,478