Who owns AB (AB)
Which tracked institutional funds hold AB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
24 tracked funds added or opened AB while 28 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AB’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 281 tracked filers holding AB, 133 increased or opened the position and 95 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- PEAK6 LLC$3M
- NATIXIS$3M
- Tidal Investments LLC$1M
- Clare Market Investments LLC$749K
- Jefferies Financial Group Inc.$749K
- SUMMIT SECURITIES GROUP LLC$584K
Full exits 10
- Janney Montgomery Scott LLC$9M
- Boston Partners$2M
- Lavaca Capital LLC$1M
- Virtu Financial LLC$1M
- Bramshill Investments, LLC$802K
- Global Retirement Partners, LLC$751K
Largest adds
- Invesco Ltd.$5M
- JANE STREET GROUP, LLC$3M
- WELLS FARGO & COMPANY/MN$3M
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2M
- Kestra Advisory Services, LLC$1M
- STIFEL FINANCIAL CORP$1M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$103M
- FMR LLC$36M
- MORGAN STANLEY$29M
- FRANKLIN RESOURCES INC$14M
- Focus Partners Wealth$12M
- AMERICAN CENTURY COMPANIES INC$8M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 1,078,857 | $40M | 7.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 961,582 | $36M | 6.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 768,009 | $29M | 5.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 679,754 | $25M | 4.7% | 2026-Q1 |
| LPL Financial LLC added | 516,417 | $19M | 3.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 495,469 | $19M | 3.5% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 378,183 | $14M | 2.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 352,716 | $13M | 2.5% | 2026-Q1 |
| Invesco Ltd. added | 336,060 | $13M | 2.3% | 2026-Q1 |
| UBS Group AG added | 325,156 | $12M | 2.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 265,367 | $10M | 1.8% | 2026-Q1 |
| Crestwood Advisors Group, LLC trimmed | 218,283 | $8M | 1.5% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 217,447 | $8M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 214,920 | $8M | 1.5% | 2026-Q1 |
| Four Tree Island Advisory LLC | 207,571 | $8M | 1.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 164,770 | $6M | 1.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 161,707 | $6M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 156,695 | $6M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 147,106 | $6M | 1.0% | 2026-Q1 |
| Moody Aldrich Partners LLC | 137,341 | $5M | 1.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 126,190 | $5M | 0.9% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 127,375 | $5M | 0.9% | 2026-Q1 |
| HRT FINANCIAL LP added | 118,779 | $4M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 115,126 | $4M | 0.8% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 103,238 | $4M | 0.7% | 2026-Q1 |
| CHELSEA COUNSEL CO | 95,280 | $4M | 0.7% | 2026-Q1 |
| PEAK6 LLC added | 84,676 | $3M | 0.6% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. trimmed | 78,750 | $3M | 0.5% | 2026-Q1 |
| NATIXIS trimmed | 75,100 | $3M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 74,211 | $3M | 0.5% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 73,475 | $3M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 68,551 | $3M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 65,951 | $2M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 66,253 | $2M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 63,730 | $2M | 0.4% | 2026-Q1 |
| Disciplined Equity Management, Inc. added | 62,813 | $2M | 0.4% | 2026-Q1 |
| GABELLI FUNDS LLC | 60,000 | $2M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 57,835 | $2M | 0.4% | 2026-Q1 |
| Jump Financial, LLC added | 57,071 | $2M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 53,432 | $2M | 0.4% | 2026-Q1 |
| Moors & Cabot, Inc. trimmed | 53,234 | $2M | 0.4% | 2026-Q1 |
| Parrish Capital LLC added | 52,152 | $2M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 50,606 | $2M | 0.4% | 2026-Q1 |
| Aristides Capital LLC added | 48,806 | $2M | 0.3% | 2026-Q1 |
| Knott David M Jr | 48,000 | $2M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 47,974 | $2M | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 44,922 | $2M | 0.3% | 2026-Q1 |
| CACTI ASSET MANAGEMENT LLC | 44,850 | $2M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 44,343 | $2M | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 42,507 | $2M | 0.3% | 2026-Q1 |
| HIGHLAND CAPITAL MANAGEMENT, LLC trimmed | 41,726 | $2M | 0.3% | 2026-Q1 |
| M&T Bank Corp added | 40,891 | $2M | 0.3% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC | 40,200 | $2M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 39,521 | $1M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 39,992 | $1M | 0.3% | 2026-Q1 |
| MidFirst Bank | 38,750 | $1M | 0.3% | 2026-Q1 |
| &PARTNERS added | 38,437 | $1M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 36,500 | $1M | 0.3% | 2026-Q1 |
| Tidal Investments LLC new | 32,161 | $1M | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | 31,698 | $1M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 30,775 | $1M | 0.2% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC | 31,476 | $1M | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 31,144 | $1M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 29,641 | $1M | 0.2% | 2026-Q1 |
| RBF Capital, LLC | 30,000 | $1M | 0.2% | 2026-Q1 |
| Nicholas Wealth, LLC. added | 27,820 | $1M | 0.2% | 2026-Q1 |
| First National Trust Co | 26,824 | $1M | 0.2% | 2026-Q1 |
| Blue Fin Capital, Inc. added | 26,717 | $1M | 0.2% | 2026-Q1 |
| Lifetime Wealth Management P.C. added | 26,450 | $990K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 26,255 | $983K | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC added | 25,927 | $971K | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 24,528 | $918K | 0.2% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 24,165 | $905K | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 23,605 | $884K | 0.2% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 911,558 | $35M | 6.5% | 2025-Q1 stale |
| 683 Capital Management, LLC new | 525,825 | $20M | 3.7% | 2025-Q1 stale |
| CHURCHILL MANAGEMENT Corp trimmed | 314,844 | $13M | 2.4% | 2025-Q2 stale |
| Janney Montgomery Scott LLC added | 227,323 | $9M | 1.6% | 2025-Q4 stale |
| Ursa Fund Management, LLC new | 200,000 | $8M | 1.4% | 2025-Q1 stale |
| Callodine Capital Management, LP trimmed | 174,060 | $7M | 1.2% | 2025-Q1 stale |
| Manning & Napier Advisors LLC trimmed | 174,060 | $7M | 1.2% | 2025-Q1 stale |
| NOMURA HOLDINGS INC added | 136,890 | $5M | 1.0% | 2025-Q1 stale |
| NICOLA WEALTH MANAGEMENT LTD. | 114,000 | $4M | 0.8% | 2025-Q3 stale |
| HARVEST MANAGEMENT LLC new | 87,916 | $3M | 0.6% | 2025-Q1 stale |
| WOLVERINE TRADING, LLC added | 83,583 | $3M | 0.6% | 2025-Q1 stale |
| Lombard Odier Asset Management (Europe) Ltd | 80,000 | $3M | 0.6% | 2025-Q1 stale |
| Alpine Global Management, LLC new | 79,979 | $3M | 0.6% | 2025-Q1 stale |
| Capital Advisory Group Advisory Services, LLC added | 55,856 | $2M | 0.4% | 2025-Q1 stale |
| Northeast Financial Consultants Inc | 46,409 | $2M | 0.4% | 2025-Q2 stale |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC added | 48,880 | $2M | 0.3% | 2025-Q1 stale |
| Boston Partners added | 47,510 | $2M | 0.3% | 2025-Q4 stale |
| FORMULA GROWTH LTD new | 43,090 | $2M | 0.3% | 2025-Q2 stale |
| Lavaca Capital LLC trimmed | 36,992 | $1M | 0.3% | 2025-Q4 stale |
| Virtu Financial LLC added | 30,931 | $1M | 0.2% | 2025-Q4 stale |
| CIBC WORLD MARKET INC. added | 29,396 | $1M | 0.2% | 2025-Q1 stale |
| GWN SECURITIES INC. new | 27,804 | $1M | 0.2% | 2025-Q1 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 28,385 | $1M | 0.2% | 2025-Q3 stale |
| Epoch Investment Partners, Inc. | 25,038 | $957K | 0.2% | 2025-Q3 stale |
| FIRST FOUNDATION ADVISORS | 24,500 | $936K | 0.2% | 2025-Q3 stale |
| American Trust Investment Advisors, LLC added | 22,545 | $864K | 0.2% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.