198 tracked 13F filers disclose a position in AB as of the latest SEC 13F filings, a combined $392.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $40.4M | 1.1M | ▼−46% Reduced · −901K sh | Q1 2026 | |
| 2 | AMERICAN CENTURY COMPANIES INC | $36.0M | 962K | ▼−16% Reduced · −188K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $28.8M | 768K | ▼−13% Reduced · −112K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $25.5M | 680K | ▼−52% Reduced · −733K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $19.3M | 516K | ▲+3.4% Added · +17K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $18.6M | 495K | ▲+20% Added · +81K sh | Q1 2026 | |
| 7 | Cresset Asset Management, LLC | $14.2M | 378K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 8 | Neuberger Berman Group LLC | $13.2M | 353K | ▼−3.9% Reduced · −14K sh | Q1 2026 | |
| 9 | UBS Group AG | $12.2M | 325K | ▲+10% Added · +31K sh | Q1 2026 | |
| 10 | STIFEL FINANCIAL CORP | $9.9M | 265K | ▲+20% Added · +44K sh | Q1 2026 | |
| 11 | Crestwood Advisors Group, LLC | $8.2M | 218K | ▼−0.2% Reduced · −444 sh | Q1 2026 | |
| 12 | HORIZON KINETICS ASSET MANAGEMENT LLC | $8.1M | 217K | ▲+12% Added · +24K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $8.0M | 215K | ▲+8.2% Added · +16K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $6.2M | 165K | ▲+85% Added · +76K sh | Q1 2026 | |
| 15 | D.A. DAVIDSON & CO. | $6.1M | 162K | ▼−2.4% Reduced · −4K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $5.9M | 157K | ▲+3.3% Added · +5K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $5.5M | 147K | ▼−9.0% Reduced · −15K sh | Q1 2026 | |
| 18 | MOODY ALDRICH PARTNERS LLC | $4.8M | 137K | —Held | Q2 2026 | |
| 19 | HUB Investment Partners, LLC | $4.8M | 127K | ▼−17% Reduced · −27K sh | Q1 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.7M | 126K | ▼−0.5% Reduced · −570 sh | Q2 2026 | |
| 21 | ROYAL BANK OF CANADA | $4.3M | 115K | ▲+5.8% Added · +6K sh | Q1 2026 | |
| 22 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $3.9M | 103K | ▲+162% Added · +64K sh | Q1 2026 | |
| 23 | CHELSEA COUNSEL CO | $3.6M | 95K | —Held | Q1 2026 | |
| 24 | PEAK6 LLC | $3.2M | 85K | ▲New +85K sh | Q1 2026 | |
| 25 | Williams Jones Wealth Management, LLC. | $2.9M | 79K | ▼−1.3% Reduced · −1K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in AB and 17 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 91 funds | $22.3B |
| JPMORGAN CHASE & COJPM | 91 funds | $10.8B |
| META PLATFORMS INC-CLASS AMETA | 91 funds | $10.3B |
| JOHNSON & JOHNSONJNJ | 91 funds | $5.7B |
| ELI LILLY & COLLY | 90 funds | $5.8B |
| VISA INC-CLASS A SHARESV | 90 funds | $5.5B |
| CHEVRON CORPCVX | 90 funds | $4.3B |
| HOME DEPOT INCHD | 90 funds | $3.7B |
| MASTERCARD INC - AMA | 90 funds | $3.5B |
| RTX CORPRTX | 90 funds | $3.3B |
| MERCK & CO. INC.MRK | 90 funds | $3.0B |
| CISCO SYSTEMS INCCSCO | 90 funds | $2.9B |
Ranked by how many of AB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 30, 2026 | BERNSTEIN SETH P | CEO, Director | Sell (S) | 29K | $1.1M |
| Feb 18, 2026 | BERNSTEIN SETH P | CEO, Director | Sell (S) | 27K | $1.1M |
| Aug 22, 2025 | BERNSTEIN SETH P | President and CEO, Director | Sell (S) | 25K | $999K |
| Aug 20, 2025 | BERNSTEIN SETH P | President and CEO, Director | Sell (S) | 480 | $19K |
| Aug 19, 2025 | BERNSTEIN SETH P | President and CEO, Director | Sell (S) | 6K | $252K |
| May 12, 2025 | Kaye Daniel G | Director | Sell (S) | 5K | $197K |
| May 5, 2025 | Stonehill Charles G.T. | Director | Sell (S) | 5K | $206K |
| May 5, 2025 | Hogbin Christopher | Global Head of Investments | Sell (S) | 6K | $246K |
| Apr 2, 2025 | Equitable Holdings, Inc. | 10% Owner | Buy (P) | 19.7M | $757.8M |
| Sep 20, 2024 | Equitable Holdings, Inc. | Insider | Buy (P) | 700K | $24.6M |
| Sep 20, 2024 | Equitable Holdings, Inc. | Insider | Buy (P) | 500K | $17.1M |
| Aug 22, 2024 | Stonehill Charles G.T. | Director | Sell (S) | 4K | $139K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AB/capital-change-brief"
Use Arkolith's capital_change_brief for AB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.