AllianceBernstein Holding Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:AB Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Sep 24	BuyUS$24,581,900	Equitable Holdings, Inc.	Company	700,000	US$35.12
22 Aug 24	SellUS$139,494	Charles Gerald Stonehill	Individual	4,000	US$34.87
29 Jul 24	SellUS$445,616	Christopher Hogbin	Individual	12,781	US$34.87

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of AB?
Owner Type	Number of Shares	Ownership Percentage
State or Government	0	0%
Public Companies	100,000	0.0882%
Individual Insiders	1,048,900	0.925%
Institutions	23,797,217	21%
General Public	88,489,240	78%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 17.03% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
2.64%	American Century Investment Management Inc	2,992,214	US$106.0m	4.14%	0.05%
2.3%	FMR LLC	2,613,381	US$92.6m	6.26%	0.01%
2.16%	JPMorgan Chase & Co, Brokerage and Securities Investments	2,454,309	US$87.0m	12.1%	0.04%
1.44%	Morgan Stanley Investment Management Inc.	1,638,927	US$58.1m	-13.4%	0.05%
1.27%	Equitable Holdings, Inc, Asset Management Arm	1,444,356	US$51.2m	0%	0.49%
0.77%	Jennison Associates LLC	878,323	US$31.1m	12.3%	0.02%
0.66%	Merrill Lynch & Co. Inc., Banking Investments	748,191	US$26.5m	-1%	0.01%
0.57%	Citigroup Inc.,Banking and Securities Investments	645,685	US$22.9m	59.1%	0.02%
0.55%	UBS Asset Management AG	628,683	US$22.3m	-8.74%	no data
0.5%	Natixis, Investment Banking and Corporate Banking Investments	567,400	US$20.1m	26.1%	0.09%
0.45%	Cresset Asset Management, LLC	511,865	US$18.1m	-1.35%	0.07%
0.43%	Morgan Stanley, Investment Banking and Brokerage Investments	491,485	US$17.4m	-4.52%	no data
0.41%	Callodine Capital Management, LP	459,771	US$16.3m	31.4%	3.4%
0.39%	Wells Fargo & Company, Securities and Brokerage Investments	443,603	US$15.7m	6.09%	no data
0.36%	Franklin Resources, Inc.	404,165	US$14.3m	0%	0.01%
0.31%	LPL Financial Corporation, Asset Management Arm	354,360	US$12.6m	4.52%	0.01%
0.29%	Manulife Asset Management	330,868	US$11.7m	20.9%	0.01%
0.25%	Crestwood Advisors Group, LLC	280,961	US$10.0m	1,020%	0.19%
0.24%	Seth Bernstein	270,204	US$9.6m	5.29%	no data
0.2%	HUB Investment Partners, LLC	224,547	US$8.0m	-0.16%	0.34%
0.18%	Stifel Asset Management Corp.	208,120	US$7.4m	2.56%	0.01%
0.18%	Miller Howard Investments, Inc.	204,000	US$7.2m	0%	0.22%
0.16%	GAMCO Investors, Inc.	177,348	US$6.3m	0%	0.03%
0.15%	Wealth Enhancement Advisory Services, LLC	171,434	US$6.1m	-0.76%	0.01%
0.15%	Toronto-Dominion Bank, Banking Investments	171,392	US$6.1m	1.11%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/13 10:44
End of Day Share Price	2025/01/13 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

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Analyst Sources

AllianceBernstein Holding L.P. is covered by 15 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Benjamin Budish	Barclays
Craig Siegenthaler	BofA Global Research
Catherine Seifert	CFRA Equity Research