AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals and private wealth clients in major world markets. The firm has $688 billion in client assets under management, as of February 28, 2021.

Company profile
Ticker
AB
Exchange
Website
CEO
Seth Perry Bernstein
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
ALLIANCE CAPITAL MANAGEMENT HOLDING LP, ALLIANCE CAPITAL MANAGEMENT LP, ALLIANCE HIGH YIELD FUND INC
SEC CIK
Corporate docs
Subsidiaries
AllianceBernstein L.P. • AllianceBernstein International LLC • AB Trust Company, LLC • AllianceBernstein Corporation • AllianceBernstein Holdings (Cayman) Ltd. • Alliance Capital Management LLC • Sanford C. Bernstein & Co., LLC • AllianceBernstein Real Estate Investments LLC • AB Private Credit Investors LLC • AB Custom Alternative Solutions LLC ...
IRS number
133434400
SEC advisor number
801-32361
FINRA CRD number
106998
Address
Alliancebernstein Holding
501 COMMERCE STREET
NASHVILLE
TN 37203
501 COMMERCE STREET
NASHVILLE
TN 37203
Office hours
Monday - Friday, 9AM -5PM
Phone
6156220000
AB stock data
Analyst ratings and price targets
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)
8-K
Departure of Directors or Certain Officers
1 Jun 23
8-K
Regulation FD Disclosure
9 May 23
8-K
Results of Operations and Financial Condition
26 Apr 23
10-Q
2023 Q1
Quarterly report
26 Apr 23
8-K
Regulation FD Disclosure
12 Apr 23
8-K
Regulation FD Disclosure
9 Mar 23
10-K
2022 FY
Annual report
10 Feb 23
8-K
Regulation FD Disclosure
9 Feb 23
8-K
Results of Operations and Financial Condition
8 Feb 23
8-K
Regulation FD Disclosure
12 Jan 23
Transcripts
AB
Earnings call transcript
2023 Q1
27 Apr 23
AB
Earnings call transcript
2022 Q4
9 Feb 23
AB
Earnings call transcript
2022 Q3
28 Oct 22
AB
Earnings call transcript
2022 Q2
29 Jul 22
AB
Earnings call transcript
2022 Q1
29 Apr 22
AB
Earnings call transcript
2021 Q4
11 Feb 22
AB
Earnings call transcript
2021 Q3
28 Oct 21
AB
Earnings call transcript
2021 Q2
29 Jul 21
AB
Earnings call transcript
2021 Q1
29 Apr 21
AB
Earnings call transcript
2020 Q4
11 Feb 21
Latest ownership filings
4
JOAN M LAMMTENNANT
26 May 23
4
Todd Walthall
26 May 23
4
Nella Domenici
26 May 23
4
Das Narayandas
26 May 23
4
Daniel G Kaye
26 May 23
4
Charles G.T. Stonehill
26 May 23
4
Kate C Burke
26 May 23
144
Notice of proposed sale of securities
24 May 23
4
Kate C Burke
23 Mar 23
144
Notice of proposed sale of securities
22 Mar 23
Financial summary
Quarter (USD) | Mar 23 | Dec 22 | Sep 22 | Jun 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q1 2023
2.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 68 |
Opened positions | 10 |
Closed positions | 15 |
Increased positions | 23 |
Reduced positions | 13 |
13F shares | Current |
---|---|
Total value | 115.27 bn |
Total shares | 3.17 mm |
Total puts | 1.40 k |
Total calls | 600.00 |
Total put/call ratio | 2.3 |
Largest owners | Shares | Value |
---|---|---|
JPM JPMorgan Chase & Co. | 1.34 mm | $49.00 bn |
CIBC Private Wealth | 484.19 k | $17.70 bn |
Weiss Multi-Strategy Advisers | 230.01 k | $8.37 bn |
Miller Howard Investments | 190.00 k | $6.95 bn |
Janney Montgomery Scott | 153.95 k | $5.60 bn |
United Capital Financial Advisers | 113.50 k | $4.15 bn |
Williams Jones Wealth Management | 67.08 k | $2.45 bn |
GS Goldman Sachs | 53.30 k | $1.95 bn |
Knott David M Jr | 49.50 k | $1.80 bn |
Argent Trust | 44.10 k | $1.61 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
24 May 23 | Kate C Burke | AB Holding Units | Sell | Dispose S | No | Yes | 33.79 | 12,500 | 422.38 k | 115,205 |
24 May 23 | Stonehill Charles G.T. | AB Holding Units | Grant | Acquire A | No | No | 33.89 | 5,017 | 170.03 k | 24,931 |
24 May 23 | Daniel G Kaye | units rep. assignments of beneficial owner. of lp interests | Grant | Acquire A | No | No | 33.89 | 5,017 | 170.03 k | 39,810 |
24 May 23 | Narayandas Das | AB Holding Units | Grant | Acquire A | No | No | 33.89 | 5,017 | 170.03 k | 35,676 |
24 May 23 | Domenici Nella | AB Holding Units | Grant | Acquire A | No | No | 33.89 | 5,017 | 170.03 k | 22,865 |
News
Credit Suisse Maintains Outperform on AllianceBernstein Holding, Raises Price Target to $46
11 May 23
AllianceBernstein Holding's Return On Capital Employed Overview
28 Apr 23
Credit Suisse Maintains Outperform on AllianceBernstein Holding, Raises Price Target to $44.5
28 Apr 23
AllianceBernstein Holding Q1 EPS $0.66 Beats $0.62 Estimate
26 Apr 23
Earnings Scheduled For April 26, 2023
26 Apr 23
Press releases
AllianceBernstein Releases Research Evaluating Lifetime Income Solutions for Defined Contribution Plans
6 Jun 23
AllianceBernstein Launches AB High Yield ETF (HYFI) on NYSE Arca
15 May 23
Equitable Holdings Announces New Financial Guidance at 2023 Investor Day
10 May 23
AB Announces April 30, 2023 Assets Under Management
9 May 23
ALLIANCEBERNSTEIN HOLDING L.P. ANNOUNCES FIRST QUARTER RESULTS
26 Apr 23