ALLIANCEBERNSTEIN HOLDING L.P.
AB · Investment Advice · 93.4M shares · EDGAR filings ↗
Net buyback after stock comp: $60M (gross $60M)
Reference price $39.54 · est. market cap ~$3.7B — last insider sale, 2026-04-30 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C67AllianceBernstein Holding — pass-through interest in the AB asset manager.
Strengths
- High ROA (100th pct) via partnership structure
- Diversified AUM franchise
Risks
- Net income down 29% (8th pct)
- AUM/fee and market sensitivity
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~25% of revenue from one customer/distributor — 2025 Annual Report 15 Table of Contents Part I • Geographic and Geopolitical Factors: Our clients and our AUM are geographically diverse as approximately 25% of our clients are domiciled outsi
- Insider sellingInsider selling — 2 open-market sale(s) by 1 insider(s) (~$2M, last 6mo) Form 4 ↗
Key metrics
Return on assets
24.2%
Net-income growth
-29.2%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-20 | Walthall Todd | Grant | 4.4K | $38.67 |
| 2026-05-20 | Stonehill Charles G.T. | Grant | 4.4K | $38.67 |
| 2026-05-20 | Holley Bruce M | Grant | 4.4K | $38.67 |
| 2026-05-20 | Narayandas Das | Grant | 4.4K | $38.67 |
| 2026-05-20 | Kaye Daniel G | Grant | 4.4K | $38.67 |
| 2026-05-20 | LAMMTENNANT JOAN M | Grant | 4.4K | $38.67 |
| 2026-04-30 | BERNSTEIN SETH P | Sell | 29K | $39.54 |
| 2026-02-18 | BERNSTEIN SETH P | Sell | 27K | $41.08 |
| 2025-12-10 | Luckey Alexis | Grant | 517 | $41.11 |
| 2025-12-10 | Simeone Thomas | Grant | 12K | $41.11 |
| 2025-12-10 | Erzan Onur | Grant | 66K | $41.11 |
| 2025-12-10 | Sprules Karl | Gift | 2.5K | $41.11 |
| 2025-12-10 | Sprules Karl | Grant | 44K | $41.11 |
| 2025-12-10 | BERNSTEIN SETH P | Grant | 160K | $41.11 |
| 2025-12-10 | MANLEY MARK R | Grant | 11K | $41.11 |
| 2025-12-01 | Erzan Onur | Tax withheld | 64K | $41.43 |
| 2025-12-01 | Simeone Thomas | Tax withheld | 2.7K | $41.43 |
| 2025-12-01 | Simeone Thomas | Tax withheld | 2.0K | $41.43 |
| 2025-12-01 | Erzan Onur | Tax withheld | 29K | $41.43 |
| 2025-12-01 | Sprules Karl | Tax withheld | 43K | $41.43 |
| 2025-12-01 | Sprules Karl | Tax withheld | 28K | $41.43 |
| 2025-12-01 | BERNSTEIN SETH P | Tax withheld | 66K | $41.43 |
| 2025-12-01 | BERNSTEIN SETH P | Tax withheld | 29K | $41.43 |
| 2025-12-01 | MANLEY MARK R | Tax withheld | 6.7K | $41.43 |
| 2025-12-01 | MANLEY MARK R | Tax withheld | 5.1K | $41.43 |
| 2025-09-22 | MANLEY MARK R | Gift | 700 | $38.84 |
| 2025-09-10 | Sprules Karl | Gift | 2.6K | $37.76 |
| 2025-08-22 | BERNSTEIN SETH P | Sell | 25K | $40.05 |
| 2025-08-20 | BERNSTEIN SETH P | Sell | 480 | $40.00 |
| 2025-08-19 | BERNSTEIN SETH P | Sell | 6.3K | $40.13 |
| 2025-05-21 | Holley Bruce M | Grant | 4.3K | $39.98 |
| 2025-05-21 | Walthall Todd | Grant | 4.3K | $39.98 |
| 2025-05-21 | Stonehill Charles G.T. | Grant | 4.3K | $39.98 |
| 2025-05-21 | LAMMTENNANT JOAN M | Grant | 4.3K | $39.98 |
| 2025-05-21 | Narayandas Das | Grant | 4.3K | $39.98 |
| 2025-05-21 | Kaye Daniel G | Grant | 4.3K | $39.98 |
| 2025-05-12 | Kaye Daniel G | Sell | 4.8K | $40.80 |
| 2025-05-06 | Hogbin Christopher | Gift | 10K | $40.17 |
| 2025-05-05 | Hogbin Christopher | Sell | 6.0K | $40.87 |
| 2025-05-05 | Stonehill Charles G.T. | Sell | 5.0K | $41.18 |
| 2025-04-03 | Erzan Onur | Other | 79K | $38.50 |
| 2025-04-03 | Sprules Karl | Other | 16K | $38.50 |
| 2025-04-03 | MANLEY MARK R | Other | 14K | $38.50 |
| 2025-01-06 | Erzan Onur | Grant | 135K | $37.11 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (1)
- Equitable Holdings (EQH) 4% of rev
Suppliers (0)
Named in the 10-K; linked when we track them.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-10 | 2026-06-10 | 0000825313-26-000039 ↗ |
| 8-K | 2026-05-12 | 2026-05-11 | 0000825313-26-000036 ↗ |
| 10-Q | 2026-05-01 | 2026-03-31 | 0000825313-26-000032 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0000825313-26-000029 ↗ |
| 8-K | 2026-04-13 | 2026-04-13 | 0000825313-26-000025 ↗ |
| 8-K | 2026-03-12 | 2026-03-11 | 0000825313-26-000023 ↗ |
| 10-K | 2026-02-12 | 2025-12-31 | 0000825313-26-000020 ↗ |
| 8-K | 2026-02-11 | 2026-02-11 | 0000825313-26-000016 ↗ |
| 8-K | 2026-02-05 | 2026-02-05 | 0000825313-26-000013 ↗ |
| 8-K | 2026-01-12 | 2026-01-12 | 0000825313-26-000009 ↗ |
| 8-K | 2026-01-05 | 2026-01-05 | 0000825313-26-000006 ↗ |
| 8-K | 2025-12-10 | 2025-12-10 | 0000825313-25-000114 ↗ |