12 institutions reported holding $4.1M of ALLIANCEBERNSTEIN HLDG L P (AB) in SEC 13F filings for 2026-06-30. Largest institutional holders: CACTI ASSET MANAGEMENT LLC ($1.6M), WALNUT PRIVATE EQUITY PARTNERS, LLC ($913,924), Shulman DeMeo Asset Management LLC ($480,147), Mallini Complete Financial Planning LLC ($364,796), MOODY NATIONAL BANK TRUST DIVISION ($304,019). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CACTI ASSET MANAGEMENT LLC | $1.6M | 44,850 | Hold |
| 2 | WALNUT PRIVATE EQUITY PARTNERS, LLC | $913,924 | 25,949 | Hold |
| 3 | Shulman DeMeo Asset Management LLC | $480,147 | 13,633 | Added |
| 4 | Mallini Complete Financial Planning LLC | $364,796 | 10,357 | Added |
| 5 | MOODY NATIONAL BANK TRUST DIVISION | $304,019 | 8,632 | Added |
| 6 | CHAPIN DAVIS, INC. | $211,320 | 6,000 | Hold |
| 7 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $171,170 | 4,860 | Hold |
| 8 | Kozak & Associates, Inc. | $25,924 | 721 | Added |
| 9 | CoreCap Advisors, LLC | $19,935 | 566 | Hold |
| 10 | Grove Bank & Trust | $17,610 | 500 | Hold |
| 11 | Crumly & Associates Inc. | $0 | 0 | Exited |
| 12 | MJT & Associates Financial Advisory Group, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30