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AllianceBernstein Holding L.P. (AB)

USD38.32 +0.69 (+1.83%)
US NYSE Financial Services Asset Management
Address 501 Commerce Street 37203
Nashville, TN, US
CEO Seth Perry Bernstein
IPO 1988-04-14
CIK 825313 ISIN US01881G1067

Explore sections of this company profile

Also trades on London Stock Exchange · 0S0N.L (USD) New York Stock Exchange · AB (USD)
Description

AllianceBernstein Holding L.P. is a publicly owned investment manager. The firm provides its services to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. The firm manages separate client focused portfolios for its clients. The firm primarily invests in common and preferred stocks, warrants and convertible securities, government and corporate fixed-income securities, commodities, currencies, real estate-related assets and inflation-protected securities. The firm employs quantitative analysis along with long-term purchases, short-term purchases, trading, short sales, margin transactions, option strategies including writing covered options, uncovered options and spread strategies to make its investments. The firm obtains external research to complement its in-house research. The firm was formerly known as Alliance Capital Management Holding LP. AllianceBernstein Holding L.P. was founded in 1967 and is based in Nashville,Tennessee with additional offices in New York.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD38.32 +0.69 (+1.83%)
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Volume Profile
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Liquidity & share structure
Average Volume
305.8K
Beta
0.78
Float Shares
91.42M
Free Float %
82.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.41% -2.08% -6.92% -5.40% -10.09% -3.48% -7.03% +6.79% -17.70% +57.98% +1,367.98%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (13 ratings, all time) Buy
Price Targets & DCF
Current price
38.32
Low 39.50 +3.1%
Consensus 40.75 +6.3%
Median 40.75 +6.3%
High 42.00 +9.6%
DCF (Unlevered) 39.96 +4.3%
DCF (Levered) 45.78 +19.5%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 14% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 6 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
40.75
+6.3%
Last Year 5
42.50
+10.9%
All Time 14
41.02
+7.0%
Quality scores
Altman Z-Score
24,389.42
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    -28.0% Q1'26: +11.5% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    -20.0% Q1'26: +37.3% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +89.8% Q1'26: +96.0% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +100.0% Q1'26: +100.0% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +24.2% Q1'26: +27.0% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    -11.4% Q1'26: -16.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    0.00× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.82) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 39.96 Current price: 38.32
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 1998
actual
Dec 1999
actual
Dec 2000
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
5 EPS Ana.
Dec 2027
1 Rev. Ana.
5 EPS Ana.
Dec 2028
1 Rev. Ana.
2 EPS Ana.
Revenue
1.32B
est: 1.24B (+6.8%)
1.49B
est: 1.35B (+10.2%)
244.92M
est: 229.37M (+6.8%)
70.81M
est: 58.42M (+21.2%)
185.91M
est: 160.49M (+15.8%)
200.93M
est: 193.29M (+4.0%)
210.08M
est: 3.04B (-93.1%)
239.39M
est: 2.60B (-90.8%)
232.39M
est: 2.64B (-91.2%)
270.65M
est: 2.94B (-90.8%)
266.29M
est: 3.11B (-91.4%)
308.40M
est: 2.96B (-89.6%)
416.33M
est: 3.71B (-88.8%)
305.50M
est: 3.60B (-91.5%)
299.78M
est: 3.36B (-91.1%)
461.95M
est: 3.45B (-86.6%)
332.76M
est: 3.52B (-90.6%)
3.73B
3.70B – 3.75B
+5.7% YoY
4.01B
3.99B – 4.03B
+7.7% YoY
4.41B
4.39B – 4.44B
+10.0% YoY
EBITDA
478.09M
est: 456.96M (+4.6%)
599.00M
est: 567.08M (+5.6%)
244.92M
est: 223.31M (+9.7%)
70.81M
est: 21.19M (+234.2%)
185.91M
est: 152.86M (+21.6%)
200.93M
est: 191.96M (+4.7%)
210.08M
est: 209.82M (+0.1%)
239.39M
est: 216.74M (+10.5%)
232.39M
est: 203.98M (+13.9%)
270.65M
est: 255.30M (+6.0%)
266.29M
est: 254.36M (+4.7%)
308.40M
est: 281.36M (+9.6%)
416.33M
est: 358.86M (+16.0%)
305.50M
est: 378.85M (-19.4%)
299.78M
est: 388.30M (-22.8%)
461.95M
est: 3.26B (-85.8%)
243.00M
est: 3.33B (-92.7%)
3.52B
3.50B – 3.55B
+5.7% YoY
3.79B
3.77B – 3.82B
+7.7% YoY
4.17B
4.15B – 4.20B
+10.0% YoY
EBIT
348.71M
446.40M
244.92M
70.81M
185.91M
200.93M
210.08M
239.39M
232.39M
270.65M
266.29M
308.40M
416.33M
305.50M
299.78M
461.95M
332.76M
— – —
— – —
— – —
Net Income
292.92M
est: 275.41M (+6.4%)
382.80M
est: 352.40M (+8.6%)
223.97M
est: 203.47M (+10.1%)
51.09M
est: 47.68M (+7.1%)
165.50M
est: 135.57M (+22.1%)
178.47M
est: 170.61M (+4.6%)
185.76M
est: 185.72M (+0.0%)
216.59M
est: 195.62M (+10.7%)
207.42M
est: 181.51M (+14.3%)
242.40M
est: 228.63M (+6.0%)
238.56M
est: 227.52M (+4.9%)
279.38M
est: 254.71M (+9.7%)
385.84M
est: 332.39M (+16.1%)
274.17M
est: 350.69M (-21.8%)
264.18M
est: 359.56M (-26.5%)
423.37M
est: 309.68M (+36.7%)
299.84M
est: 336.18M (-10.8%)
349.21M
339.12M – 365.36M
+3.9% YoY
384.52M
373.30M – 407.98M
+10.1% YoY
451.78M
448.37M – 455.19M
+17.5% YoY
SGA
963.59M
est: 908.24M (+6.1%)
1.02B
est: 938.83M (+9.2%)
— – —
— – —
— – —
EPS
1.71
est: 1.48 (+15.5%)
2.61
est: 2.03 (+28.6%)
3.10
est: 2.78 (+11.5%)
0.51
est: 0.87 (-41.4%)
1.72
est: 1.31 (+31.3%)
1.84
est: 1.68 (+9.5%)
1.87
est: 1.84 (+1.7%)
2.24
est: 1.72 (+29.9%)
2.19
est: 2.11 (+3.8%)
2.50
est: 2.67 (-6.3%)
2.49
est: 2.39 (+4.4%)
2.88
est: 2.75 (+4.8%)
3.88
est: 3.61 (+7.4%)
2.69
est: 2.81 (-4.2%)
2.34
est: 2.56 (-8.5%)
3.71
est: 3.06 (+21.1%)
2.97
est: 3.33 (-10.7%)
3.46
3.36 – 3.61
+3.9% YoY
3.80
3.69 – 4.04
+10.1% YoY
4.47
4.44 – 4.50
+17.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-29 Barclays Equal Weight Equal Weight Maintain
2026-04-17 Barclays Equal Weight Equal Weight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-27 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-26 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-22 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-21 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-20 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-19 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-18 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-15 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-14 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-05-13 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-12 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-11 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-08 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-07 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-06 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-05 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-04 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-01 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-30 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-04-29 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-04-28 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-27 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-24 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-23 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-22 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
48.74M
OE per share TTM
0.59
Owner's Yield
1.42%
Maintenance CapEx ratio
0.00%
Maint CapEx / Avg PPE
3.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
289
Total invested
451.76M
Insider transactions (90d)
7
Beneficial owners (>5%)
2
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Meiji Life Insurance Company 3.59M 4.70% OO Japan 2003-01-31
2 Manulife Financial Corporation 0.00% HC Canada 2015-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
289
-1 vs prev Q
New positions
30
Closed positions
33
Increased
134
Reduced
61
Put/Call ratio
1.25
Calls held
475.5K
Puts held
595.5K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 EP WEALTH ADVISORS, LLC 17.2K +17.2K (+100.0%) 662.03M +662.0M (+100.0%) 0.02% +0.019 pp 0.00% +0.003 pp USD38.48 +0.0% 1 qtrs NEW
2 FMR LLC 1.98M -78.8K (-3.8%) 76.18M -2.5M (-3.2%) 1.96% +0.098 pp 0.00% 0.000 pp USD28.83 +33.5% 70 qtrs
3 MORGAN STANLEY 1.41M +624.3K (+79.2%) 54.35M +24.2M (+80.4%) 1.56% +0.847 pp 0.00% +0.001 pp USD37.50 +2.6% 51 qtrs
4 AMERICAN CENTURY COMPANIES INC 1.15M -15.3K (-1.3%) 44.22M -285.0K (-0.6%) 1.14% +0.084 pp 0.02% 0.000 pp USD34.68 +11.0% 14 qtrs
5 BANK OF AMERICA CORP /DE/ 879.9K -88.6K (-9.1%) 33.86M -3.2M (-8.5%) 0.97% +0.096 pp 0.00% +0.000 pp USD35.52 +8.3% 52 qtrs
6 LPL FINANCIAL LLC 499.2K +5.4K (+1.1%) 19.21M +334.8K (+1.8%) 0.49% +0.048 pp 0.01% 0.000 pp USD35.97 +7.0% 50 qtrs
7 WELLS FARGO & COMPANY/MN 414.4K -11.3K (-2.7%) 15.94M -325.7K (-2.0%) 0.46% +0.073 pp 0.00% 0.000 pp USD31.43 +22.4% 57 qtrs
8 FRANKLIN RESOURCES INC 384.7K +— (+0.0%) 14.80M +100.0K (+0.7%) 0.38% +0.033 pp 0.00% +0.000 pp USD21.24 +81.2% 51 qtrs
9 CRESSET ASSET MANAGEMENT, LLC 379.2K +1.0K (+0.3%) 14.59M +137.0K (+0.9%) 0.38% +0.033 pp 0.06% +0.000 pp USD40.35 -4.6% 10 qtrs
10 NEUBERGER BERMAN GROUP LLC 367.2K -16.6K (-4.3%) 14.13M -540.4K (-3.7%) 0.36% +0.016 pp 0.01% 0.000 pp USD38.20 +0.7% 21 qtrs
11 COLONY GROUP, LLC 348.9K +12.4K (+3.7%) 13.42M +561.1K (+4.4%) 0.35% +0.041 pp 0.02% -0.006 pp USD38.16 +0.8% 8 qtrs
12 UBS GROUP AG 294.5K -5.2K (-1.7%) 11.33M -122.9K (-1.1%) 0.33% +0.054 pp 0.00% +0.000 pp USD35.77 +7.6% 45 qtrs
13 JANNEY MONTGOMERY SCOTT LLC 227.3K +692.0 (+0.3%) 8.75M +85.0K (+1.0%) 0.22% +0.020 pp 0.02% -0.001 pp USD36.50 +5.4% 62 qtrs
14 STIFEL FINANCIAL CORP 221.0K +6.4K (+3.0%) 8.50M +300.5K (+3.7%) 0.22% +0.025 pp 0.01% +0.000 pp USD30.40 +26.6% 48 qtrs
15 CRESTWOOD ADVISORS GROUP LLC 218.7K +202.5K (+1,243.9%) 8.42M +7.8M (+1,253.0%) 0.20% +0.183 pp 0.14% +0.130 pp USD38.19 +0.8% 10 qtrs
16 INVESCO LTD. 208.0K +11.6K (+5.9%) 8.00M +496.9K (+6.6%) 0.23% +0.052 pp 0.00% +0.000 pp USD37.60 +2.3% 5 qtrs
17 FOUR TREE ISLAND ADVISORY LLC 207.6K +— (+0.0%) 7.99M +47.7K (+0.6%) 0.19% +0.000 pp 4.41% -0.652 pp USD37.09 +3.7% 5 qtrs
18 RAYMOND JAMES FINANCIAL INC 198.7K +4.6K (+2.4%) 7.64M +228.5K (+3.1%) 0.20% +0.021 pp 0.00% +0.000 pp USD37.24 +3.3% 5 qtrs
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 190.1K +3.9K (+2.1%) 7.53M +366.8K (+5.1%) 0.17% +0.004 pp 0.01% -0.001 pp USD31.06 +23.9% 10 qtrs
20 HORIZON KINETICS ASSET MANAGEMENT LLC 193.7K +5.5K (+2.9%) 7.46M +260.0K (+3.6%) 0.19% +0.022 pp 0.10% +0.013 pp USD38.20 +0.7% 6 qtrs
21 D.A. DAVIDSON & CO. 165.7K +16.0K (+10.7%) 6.38M +653.6K (+11.4%) 0.15% +0.014 pp 0.04% +0.002 pp USD29.47 +30.6% 52 qtrs
22 ADVISOR GROUP HOLDINGS, INC. 161.6K -3.9K (-2.4%) 6.22M -262.1K (-4.0%) 0.18% +0.029 pp 0.01% +0.000 pp USD29.32 +31.2% 24 qtrs
23 TCG ADVISORY SERVICES, LLC 154.2K -6.9K (-4.3%) 5.94M -222.0K (-3.6%) 0.17% +0.025 pp 0.15% -0.051 pp USD31.03 +24.0% 10 qtrs
24 CETERA INVESTMENT ADVISERS 151.6K -7.8K (-4.9%) 5.83M -258.3K (-4.2%) 0.17% +0.023 pp 0.01% -0.001 pp USD35.19 +9.3% 21 qtrs
25 MOODY ALDRICH PARTNERS LLC 137.3K +— (+0.0%) 5.28M +35.7K (+0.7%) 0.12% +0.000 pp 0.99% -0.009 pp USD36.78 +4.6% 6 qtrs
26 HRT FINANCIAL LP 109.9K +28.4K (+34.9%) 4.23M +1.1M (+35.8%) 0.12% +0.048 pp 0.01% +0.002 pp USD39.09 -1.6% 14 qtrs
27 ROYAL BANK OF CANADA 108.9K +7.7K (+7.6%) 4.19M +321.0K (+8.3%) 0.12% +0.029 pp 0.00% +0.000 pp USD32.98 +16.7% 51 qtrs
28 CHELSEA COUNSEL CO 95.3K +— (+0.0%) 3.67M +24.8K (+0.7%) 0.09% +0.000 pp 1.57% -0.043 pp USD40.55 -5.1% 4 qtrs
29 JANE STREET GROUP, LLC 88.8K +88.8K (+100.0%) 3.42M +3.4M (+100.0%) 0.08% +0.080 pp 0.00% +0.001 pp USD38.48 +0.0% 13 qtrs
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 84.0K +5.6K (+7.1%) 3.23M +235.9K (+7.9%) 0.09% +0.022 pp 0.00% +0.000 pp USD37.74 +2.0% 51 qtrs
31 CITADEL ADVISORS LLC 82.0K +3.4K (+4.3%) 3.16M +151.3K (+5.0%) 0.09% +0.020 pp 0.00% +0.000 pp USD36.25 +6.2% 38 qtrs
32 WILLIAMS JONES WEALTH MANAGEMENT, LLC. 79.8K -1.4K (-1.7%) 3.07M -30.9K (-1.0%) 0.09% +0.015 pp 0.03% -0.001 pp USD32.42 +18.7% 26 qtrs
33 B. RILEY WEALTH ADVISORS, INC. 71.3K +1.4K (+2.1%) 2.75M +73.9K (+2.8%) 0.08% +0.016 pp 0.13% +0.003 pp USD40.78 -5.6% 3 qtrs
34 GOLDMAN SACHS GROUP INC 68.7K -9.5K (-12.2%) 2.64M -346.4K (-11.6%) 0.06% -0.009 pp 0.00% +0.000 pp USD37.60 +2.3% 18 qtrs
35 COMMONWEALTH EQUITY SERVICES, LLC 66.1K -4.4K (-6.2%) 2.54M -149.9K (-5.6%) 0.07% +0.009 pp 0.00% 0.000 pp USD35.76 +7.6% 8 qtrs
36 JPMORGAN CHASE & CO 63.5K -12.9K (-16.9%) 2.44M -476.8K (-16.3%) 0.06% -0.012 pp 0.00% +0.000 pp USD34.37 +12.0% 51 qtrs
37 ARGENT TRUST CO 61.9K +121.0 (+0.2%) 2.38M +20.7K (+0.9%) 0.06% +0.005 pp 0.08% -0.002 pp USD36.82 +4.5% 17 qtrs
38 GABELLI FUNDS LLC 60.0K +— (+0.0%) 2.31M +15.6K (+0.7%) 0.05% +0.000 pp 0.02% +0.000 pp USD25.65 +50.0% 55 qtrs
39 CI PRIVATE WEALTH, LLC 59.4K -5.4K (-8.3%) 2.29M -183.0K (-7.4%) 0.05% -0.005 pp 0.00% -0.001 pp USD37.07 +3.8% 13 qtrs
40 DISCIPLINED EQUITY MANAGEMENT, INC. 58.2K -640.0 (-1.1%) 2.24M -9.3K (-0.4%) 0.05% -0.001 pp 1.16% -0.063 pp USD44.77 -14.0% 17 qtrs
41 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 54.1K -7.7K (-12.4%) 2.08M -279.0K (-11.8%) 0.05% -0.007 pp 0.01% -0.001 pp USD34.86 +10.4% 47 qtrs
42 MOORS & CABOT, INC. 53.4K -74.0 (-0.1%) 2.06M +11.1K (+0.5%) 0.05% +0.005 pp 0.09% -0.001 pp USD28.78 +33.7% 48 qtrs
43 MARINER, LLC 48.8K +6.4K (+15.1%) 1.88M +256.6K (+15.8%) 0.05% +0.010 pp 0.00% +0.000 pp USD35.35 +8.9% 18 qtrs
44 KNOTT DAVID M JR 48.0K +— (+0.0%) 1.85M +12.5K (+0.7%) 0.05% +0.010 pp 0.86% +0.116 pp USD48.84 -21.2% 17 qtrs
45 BOSTON PARTNERS 47.5K +6.2K (+14.9%) 1.83M +248.5K (+15.7%) 0.05% +0.010 pp 0.00% +0.000 pp USD32.13 +19.8% 25 qtrs
46 JUMP FINANCIAL, LLC 46.4K +35.7K (+332.6%) 1.79M +1.4M (+335.5%) 0.05% +0.036 pp 0.02% +0.017 pp USD38.42 +0.2% 12 qtrs
47 CACTI ASSET MANAGEMENT LLC 44.9K +— (+0.0%) 1.76M +57.9K (+3.4%) 0.04% +0.000 pp 0.11% -0.006 pp USD20.65 +86.3% 61 qtrs
48 M&T BANK CORP 42.9K +— (+0.0%) 1.65M +11.2K (+0.7%) 0.04% +0.000 pp 0.01% 0.000 pp USD27.12 +41.9% 49 qtrs
49 ARISTIDES CAPITAL LLC 42.8K +1.8K (+4.5%) 1.65M +81.1K (+5.2%) 0.04% +0.002 pp 0.29% +0.065 pp USD34.87 +10.4% 8 qtrs
50 HIGHLAND CAPITAL MANAGEMENT, LLC 41.9K -1.4K (-3.3%) 1.61M -44.1K (-2.7%) 0.04% -0.001 pp 0.08% -0.002 pp USD38.22 +0.7% 2 qtrs
51 ROCKEFELLER CAPITAL MANAGEMENT L.P. 41.8K -20.5K (-32.9%) 1.61M -773.3K (-32.5%) 0.04% -0.019 pp 0.00% -0.002 pp USD32.82 +17.2% 26 qtrs
52 MGO ONE SEVEN LLC 41.4K +9.3K (+29.1%) 1.59M +367.8K (+30.0%) 0.04% +0.008 pp 0.03% +0.004 pp USD34.58 +11.3% 29 qtrs
53 SIT INVESTMENT ASSOCIATES INC 40.2K +— (+0.0%) 1.55M +11.0K (+0.7%) 0.04% +0.003 pp 0.03% -0.001 pp USD33.77 +13.9% 21 qtrs
54 AMERIPRISE FINANCIAL INC 39.5K +1.1K (+2.8%) 1.52M +52.1K (+3.5%) 0.04% +0.004 pp 0.00% +0.000 pp USD30.22 +27.3% 55 qtrs
55 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 39.4K +39.4K (+100.0%) 1.51M +1.5M (+100.0%) 0.04% +0.044 pp 0.05% +0.052 pp USD38.48 +0.0% 1 qtrs NEW
56 HIGHTOWER ADVISORS, LLC 37.9K +5.1K (+15.4%) 1.46M +203.6K (+16.2%) 0.03% +0.005 pp 0.00% +0.000 pp USD33.86 +13.6% 44 qtrs
57 WILEY BROS.-AINTREE CAPITAL, LLC 37.0K +79.0 (+0.2%) 1.42M +12.6K (+0.9%) 0.04% +0.003 pp 0.01% -0.002 pp USD37.55 +2.5% 5 qtrs
58 DAVENPORT & CO LLC 37.0K -1.0K (-2.6%) 1.42M -28.6K (-2.0%) 0.03% -0.001 pp 0.01% 0.000 pp USD46.11 -16.5% 19 qtrs
59 LAVACA CAPITAL LLC 37.0K -3.1K (-7.7%) 1.42M -107.6K (-7.0%) 0.04% +0.000 pp 0.23% -0.034 pp USD38.22 +0.7% 2 qtrs
60 KESTRA ADVISORY SERVICES, LLC 34.6K -2.3K (-6.3%) 1.33M -79.5K (-5.6%) 0.04% +0.005 pp 0.01% -0.001 pp USD37.09 +3.7% 8 qtrs
61 GAMCO INVESTORS, INC. ET AL 31.7K -400.0 (-1.2%) 1.22M -7.0K (-0.6%) 0.03% 0.000 pp 0.01% 0.000 pp USD23.53 +63.5% 64 qtrs
62 CHILTON CAPITAL MANAGEMENT LLC 31.5K -2.3K (-6.7%) 1.21M -78.1K (-6.1%) 0.03% +0.004 pp 0.04% -0.002 pp USD31.70 +21.4% 32 qtrs
63 VIRTU FINANCIAL LLC 30.9K +30.9K (+100.0%) 1.19M +1.2M (+100.0%) 0.03% +0.028 pp 0.05% +0.046 pp USD38.48 +0.0% 1 qtrs NEW
64 ALLIANCEBERNSTEIN L.P. 30.8K -2.5K (-7.6%) 1.18M -89.2K (-7.0%) 0.03% +0.004 pp 0.00% +0.000 pp USD25.30 +52.1% 61 qtrs
65 RBF CAPITAL, LLC 30.0K +— (+0.0%) 1.15M +7.8K (+0.7%) 0.03% +0.000 pp 0.05% +0.000 pp USD24.12 +59.5% 54 qtrs
66 MISSION WEALTH MANAGEMENT, LP 29.3K +3.0 (+0.0%) 1.13M +7.7K (+0.7%) 0.03% +0.000 pp 0.02% +0.000 pp USD28.74 +33.9% 23 qtrs
67 FIRST NATIONAL TRUST CO 26.8K +— (+0.0%) 1.03M +7.0K (+0.7%) 0.03% +0.005 pp 0.03% -0.001 pp USD37.09 +3.7% 5 qtrs
68 26.5K +26.5K (+100.0%) 1.02M +1.0M (+100.0%) 0.02% +0.024 pp 0.00% +0.001 pp USD38.48 +0.0% 1 qtrs NEW
69 BELPOINTE ASSET MANAGEMENT LLC 25.9K -1.9K (-6.7%) 997.1K -64.2K (-6.1%) 0.03% +0.004 pp 0.04% -0.005 pp USD35.73 +7.7% 23 qtrs
70 BLUE FIN CAPITAL, INC. 25.4K -1.3K (-4.8%) 978.9K -42.3K (-4.1%) 0.02% -0.001 pp 0.15% -0.009 pp USD26.77 +43.7% 48 qtrs
71 BLUEPATH CAPITAL MANAGEMENT, LLC 25.1K +3.8K (+18.1%) 965.2K +153.3K (+18.9%) 0.03% +0.009 pp 0.65% +0.092 pp USD38.54 -0.2% 4 qtrs
72 APOLLON WEALTH MANAGEMENT, LLC 24.2K +11.0 (+0.0%) 930.4K +6.7K (+0.7%) 0.02% +0.000 pp 0.02% 0.000 pp USD38.90 -1.1% 17 qtrs
73 EQUITABLE HOLDINGS, INC. 23.9K +2.2K (+10.2%) 920.4K +91.0K (+11.0%) 0.03% +0.007 pp 0.01% +0.000 pp USD37.87 +1.6% 7 qtrs
74 RESOURCES INVESTMENT ADVISORS, LLC. 23.5K +5.1K (+28.0%) 904.4K +202.8K (+28.9%) 0.02% +0.007 pp 0.01% +0.002 pp USD38.54 -0.2% 4 qtrs
75 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23.4K +2.9K (+14.3%) 901.3K +118.0K (+15.1%) 0.02% +0.005 pp 0.00% +0.000 pp USD35.84 +7.4% 40 qtrs
76 VIRTUS ETF ADVISERS LLC 23.0K -4.1K (-15.3%) 884.3K -152.1K (-14.7%) 0.02% -0.002 pp 0.42% -0.153 pp USD38.24 +0.6% 4 qtrs
77 OAK ASSOCIATES LTD /OH/ 22.2K -1.2K (-5.1%) 854.0K -40.0K (-4.5%) 0.02% +0.003 pp 0.05% -0.003 pp USD32.75 +17.5% 29 qtrs
78 US BANCORP \DE\ 21.6K +8.2K (+61.2%) 830.2K +318.8K (+62.3%) 0.02% +0.007 pp 0.00% +0.000 pp USD38.25 +0.6% 51 qtrs
79 BRAMSHILL INVESTMENTS, LLC 20.8K +139.0 (+0.7%) 801.6K +10.7K (+1.4%) 0.02% +0.004 pp 0.05% -0.009 pp USD34.45 +11.7% 8 qtrs
80 KOVACK ADVISORS, INC. 19.7K +19.7K (+100.0%) 757.6K +757.6K (+100.0%) 0.02% +0.018 pp 0.04% +0.035 pp USD38.48 +0.0% 1 qtrs NEW
81 SEQUOIA FINANCIAL ADVISORS, LLC 19.5K -908.0 (-4.4%) 752.2K -29.6K (-3.8%) 0.02% -0.001 pp 0.00% -0.001 pp USD35.07 +9.7% 6 qtrs
82 GLOBAL RETIREMENT PARTNERS, LLC 19.5K +1.6K (+8.8%) 750.8K +65.7K (+9.6%) 0.02% +0.003 pp 0.01% -0.002 pp USD40.61 -5.2% 3 qtrs
83 KEYSTONE FINANCIAL GROUP 18.9K -29.0 (-0.2%) 729.1K -10.1K (-1.4%) 0.02% +0.002 pp 0.05% -0.002 pp USD37.70 +2.1% 5 qtrs
84 TRITONPOINT WEALTH, LLC 18.5K -3.0K (-14.0%) 710.6K -109.9K (-13.4%) 0.02% -0.003 pp 0.07% +0.002 pp USD32.37 +18.9% 9 qtrs
85 FORMIDABLE ASSET MANAGEMENT, LLC 18.2K -600.0 (-3.2%) 696.0K -72.0K (-9.4%) 0.02% -0.001 pp 0.10% -0.020 pp USD31.21 +23.3% 9 qtrs
86 LIDO ADVISORS, LLC 17.9K +728.0 (+4.2%) 686.1K +28.0K (+4.3%) 0.02% +0.002 pp 0.00% +0.000 pp USD34.66 +11.0% 14 qtrs
87 BANK OF MONTREAL /CAN/ 17.7K +6.9K (+63.5%) 682.0K +267.7K (+64.6%) 0.02% +0.008 pp 0.00% +0.000 pp USD38.32 +0.4% 4 qtrs
88 OPPENHEIMER & CO INC 17.7K -3.2K (-15.3%) 681.8K -117.5K (-14.7%) 0.02% -0.003 pp 0.01% 0.000 pp USD35.23 +9.2% 31 qtrs
89 PFG INVESTMENTS, LLC 17.5K +6.8K (+62.7%) 674.7K +262.8K (+63.8%) 0.02% +0.006 pp 0.03% +0.010 pp USD38.94 -1.2% 4 qtrs
90 BALDWIN BROTHERS LLC/MA 17.5K +— (+0.0%) 674.4K +4.6K (+0.7%) 0.02% +0.000 pp 0.04% -0.001 pp USD24.85 +54.8% 70 qtrs
91 VIDENT ADVISORY, LLC 17.1K -1.3K (-6.8%) 659.3K -43.7K (-6.2%) 0.02% +0.002 pp 0.01% -0.001 pp USD38.22 +0.7% 9 qtrs
92 MML INVESTORS SERVICES, LLC 15.8K -85.0 (-0.5%) 608.5K +872.0 (+0.1%) 0.02% +0.001 pp 0.00% 0.000 pp USD36.31 +6.0% 30 qtrs
93 HEROLD ADVISORS, INC. 15.7K +— (+0.0%) 604.1K +4.1K (+0.7%) 0.02% +0.003 pp 0.14% -0.004 pp USD48.52 -20.7% 18 qtrs
94 RESOURCES MANAGEMENT CORP /CT/ /ADV 15.6K +— (+0.0%) 598.0K +4.0K (+0.7%) 0.02% +0.001 pp 0.08% +0.001 pp USD32.13 +19.8% 26 qtrs
95 10ELMS LLP 15.5K +— (+0.0%) 594.9K +4.0K (+0.7%) 0.02% +0.003 pp 0.55% +0.014 pp USD37.09 +3.7% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 5 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco KBW High Dividend Yield Financial ETF KBWD 2.16% 9.11M 5.39%
2 Unusual Whales Subversive Democratic Trading ETF NANC 0.41% 1.10M 0.74%
3 Virtus U.S. Dividend ETF VUS 0.29% 52.7K 0.25%
4 Invesco BuyBack Achievers ETF PKW 0.19% 3.23M 0.62%
5 Invesco Global Buyback Achievers UCITS ETF BUYB.L 0.11% 177.8K 0.39%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
6.00
Bullish
Ratio by volume
0.91
Neutral
Buys
6
Sells
1
Shares acquired
26.4K
Shares disposed
29.0K
Cash buys
Cash sales
1.00
Net activity
-2,618
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-20 Walthall Todd Director A-Award A AB Holding Units 4,397 38.67 170.0K 25,277 D
2026-05-20 Stonehill Charles G.T. Director A-Award A AB Holding Units 4,397 38.67 170.0K 29,573 D
2026-05-20 Narayandas Das Director A-Award A AB Holding Units 4,397 38.67 170.0K 49,318 D
2026-05-20 LAMMTENNANT JOAN M Director A-Award A AB Holding Units 4,397 38.67 170.0K 24,875 D
2026-05-20 Kaye Daniel G Director A-Award A AB Holding Units 4,397 38.67 170.0K 48,527 D
2026-05-20 Holley Bruce M Director A-Award A AB Holding Units 4,397 38.67 170.0K 13,642 D
2026-04-30 BERNSTEIN SETH P Director / Officer S-Sale D AB Holding Units 29,000 39.54 1.15M 212,046 D
2026-02-18 BERNSTEIN SETH P Director / Officer S-Sale D AB Holding Units 26,840 41.08 1.10M 241,046 D
2025-12-10 Sprules Karl Officer G-Gift D AB Holding Units 2,490 41.11 102.4K 129,640 D
2025-12-10 Simeone Thomas Officer A-Award A AB Holding Units 11,554 41.11 475.0K 28,069 I
2025-12-10 MANLEY MARK R Officer A-Award A AB Holding Units 11,068 41.11 455.0K 26,298 I
2025-12-10 Luckey Alexis Officer A-Award A AB Holding Units 517 41.11 21.3K 7,903 I
2025-12-10 Erzan Onur Officer A-Award A AB Holding Units 65,678 41.11 2.70M 275,663 I
2025-12-10 BERNSTEIN SETH P Director / Officer A-Award A AB Holding Units 159,937 41.11 6.58M 597,308 I
2025-12-01 Sprules Karl Officer F-InKind D AB Holding Units 43,012 41.43 1.78M 49,877 I
2025-12-01 Simeone Thomas Officer F-InKind D AB Holding Units 2,660 41.43 110.2K 16,515 I
2025-12-01 MANLEY MARK R Officer F-InKind D AB Holding Units 6,724 41.43 278.6K 15,230 I
2025-12-01 Erzan Onur Officer F-InKind A AB Holding Units 28,582 41.43 1.18M 28,582 D
2025-12-01 BERNSTEIN SETH P Director / Officer F-InKind A AB Holding Units 29,376 41.43 1.22M 267,886 D
2025-09-22 MANLEY MARK R Officer G-Gift D AB Holding Units 700 38.84 27.2K 66,529 D
2025-09-10 Sprules Karl Officer G-Gift D AB Holding Units 2,650 37.76 100.1K 104,096 D
2025-08-22 BERNSTEIN SETH P Director / Officer S-Sale D AB Holding Units 24,946 40.05 999.1K 238,510 D
2025-08-20 BERNSTEIN SETH P Director / Officer S-Sale D AB Holding Units 480 40.00 19.2K 263,456 D
2025-08-19 BERNSTEIN SETH P Director / Officer S-Sale D AB Holding Units 6,268 40.13 251.5K 263,936 D
2025-07-10 Equitable Holdings, Inc. 10% Owner J-Other D Units 19,682,946 0.00 0 D
2025-05-21 Walthall Todd Director A-Award A AB Holding Units 4,253 39.98 170.0K 20,880 D
2025-05-21 Stonehill Charles G.T. Director A-Award A AB Holding Units 4,253 39.98 170.0K 25,176 D
2025-05-21 Narayandas Das Director A-Award A AB Holding Units 4,253 39.98 170.0K 44,921 D
2025-05-21 LAMMTENNANT JOAN M Director A-Award A AB Holding Units 4,253 39.98 170.0K 20,478 D
2025-05-21 Kaye Daniel G Director A-Award A AB Holding Units 4,253 39.98 170.0K 44,130 D
2025-05-21 Holley Bruce M Director A-Award A AB Holding Units 4,253 39.98 170.0K 9,245 D
2025-05-12 Kaye Daniel G Director S-Sale D AB Holding Units 4,825 40.80 196.9K 39,877 D
2025-05-06 Hogbin Christopher Officer G-Gift D AB Holding Units 10,000 40.17 401.7K 0 D
2025-05-05 Stonehill Charles G.T. Director S-Sale D AB Holding Units 5,000 41.18 205.9K 20,923 D
2025-05-05 Hogbin Christopher Officer S-Sale D AB Holding Units 6,026 40.87 246.3K 10,000 D
2025-04-03 Sprules Karl Officer J-Other D AB Holding Units 16,500 38.50 635.3K 106,746 D
2025-04-03 MANLEY MARK R Officer J-Other D AB Holding Units 14,158 38.50 545.1K 67,229 D
2025-04-03 Erzan Onur Officer J-Other D AB Holding Units 79,155 38.50 3.05M 0 D
2025-04-02 Equitable Holdings, Inc. 10% Owner P-Purchase A Units 19,682,946 38.50 757.79M 19,682,946 D
2025-03-12 Luckey Alexis Officer AB Holding Units 0 0.00 7,386 I
2025-01-06 Erzan Onur Officer A-Award A AB Holding Units 134,735 37.11 5.00M 273,928 I
2024-12-24 BERNSTEIN SETH P Director / Officer G-Gift D AB Holding Units 13,000 36.80 478.4K 270,204 D
2024-12-20 Simeone Thomas Officer A-Award A AB Holding Units 13,420 37.26 500.0K 19,175 I
2024-12-19 Equitable Holdings, Inc. Other J-Other D Units 3,766,838 0.00 0 D
2024-12-19 Alpha Units Holdings, Inc. Other J-Other D Units 1,444,356 0.00 0 D
2024-12-16 MANLEY MARK R Officer G-Gift D AB Holding Units 800 35.67 28.5K 81,387 D
2024-12-11 Sprules Karl Officer A-Award A AB Holding Units 49,047 36.19 1.78M 92,889 I
2024-12-11 Spencer Catherine R. Officer A-Award A AB Holding Units 15,992 36.19 578.8K 32,716 I
2024-12-11 Simeone Thomas Officer A-Award A AB Holding Units 3,109 36.19 112.5K 5,755 I
2024-12-11 MARKS JACQUELINE Officer A-Award A AB Holding Units 26,835 36.19 971.2K 26,835 I
2024-12-11 MANLEY MARK R Officer A-Award A AB Holding Units 11,467 36.19 415.0K 21,954 I
2024-12-11 Hogbin Christopher Officer A-Award A AB Holding Units 71,153 36.19 2.58M 224,199 I
2024-12-11 Erzan Onur Officer A-Award A AB Holding Units 72,695 36.19 2.63M 139,193 I
2024-12-11 BERNSTEIN SETH P Director / Officer A-Award A AB Holding Units 140,232 36.19 5.07M 503,090 I
2024-12-02 Sprules Karl Officer F-InKind D AB Holding Units 44,040 36.27 1.60M 43,842 I
2024-12-02 Spencer Catherine R. Officer F-InKind D AB Holding Units 16,034 36.27 581.6K 16,724 I
2024-12-02 Simeone Thomas Officer F-InKind D AB Holding Units 2,563 36.27 93.0K 2,646 I
2024-12-02 MANLEY MARK R Officer F-InKind D AB Holding Units 11,748 36.27 426.1K 10,487 I
2024-12-02 Hogbin Christopher Officer F-InKind A AB Holding Units 6,026 36.27 218.6K 16,026 D
2024-12-02 Erzan Onur Officer F-InKind A AB Holding Units 58,021 36.27 2.10M 79,155 D
2024-12-02 BERNSTEIN SETH P Director / Officer F-InKind A AB Holding Units 26,570 36.27 963.7K 283,204 D
2024-09-20 Equitable Holdings, Inc. Other P-Purchase A Units 500,000 34.18 17.09M 3,066,838 D
2024-08-22 Stonehill Charles G.T. Director S-Sale D AB Holding Units 4,000 34.87 139.5K 25,923
2024-07-29 Hogbin Christopher Officer S-Sale D AB Holding Units 12,781 34.87 445.6K 10,000
2024-05-22 Walthall Todd Director A-Award A AB Holding Units 4,992 34.06 170.0K 16,627
2024-05-22 Stonehill Charles G.T. Director A-Award A AB Holding Units 4,992 34.06 170.0K 29,923
2024-05-22 Narayandas Das Director A-Award A AB Holding Units 4,992 34.06 170.0K 40,668
2024-05-22 LAMMTENNANT JOAN M Director A-Award A AB Holding Units 4,992 34.06 170.0K 16,225
2024-05-22 Kaye Daniel G Director A-Award A AB Holding Units 4,992 34.06 170.0K 44,702
2024-05-22 Holley Bruce M Director A-Award A AB Holding Units 4,992 34.06 170.0K 4,992
2024-05-15 Holley Bruce M Director 0 0.00 0
2024-03-01 MARKS JACQUELINE Officer D AB Holding Units 0 0.00 0
2024-02-28 Siemers William R Officer F-InKind D AB Holding Units 21,873 33.18 725.7K 13,416
2024-01-16 Spencer Catherine R. Officer D AB Holding Units 0 0.00 60,697
2024-01-01 Hogbin Christopher Officer I AB Holding Units 0 0.00 162,470
2023-12-31 MANLEY MARK R Officer 0 0.00 0
2023-12-12 Sprules Karl Officer A-Award A AB Holding Units 51,538 30.56 1.58M 87,882
2023-12-12 Simeone Thomas Officer A-Award A AB Holding Units 3,068 30.56 93.8K 5,209
2023-12-12 Siemers William R Officer A-Award A AB Holding Units 8,344 30.56 255.0K 35,289
2023-12-12 MANLEY MARK R Officer A-Award A AB Holding Units 11,289 30.56 345.0K 22,235
2023-12-12 Erzan Onur Officer A-Award A AB Holding Units 80,362 30.56 2.46M 193,050
2023-12-12 BERNSTEIN SETH P Director / Officer A-Award A AB Holding Units 136,289 30.56 4.16M 422,300
2023-12-11 MANLEY MARK R Officer G-Gift D AB Holding Units 1,600 29.82 47.7K 74,100
2023-12-01 Sprules Karl Officer F-InKind D AB Holding Units 35,861 29.09 1.04M 36,344
2023-12-01 Simeone Thomas Officer F-InKind D AB Holding Units 2,071 29.09 60.2K 2,141
2023-12-01 Siemers William R Officer F-InKind A AB Holding Units 3,642 29.09 105.9K 40,022
2023-12-01 MANLEY MARK R Officer F-InKind A AB Holding Units 8,131 29.09 236.5K 75,700
2023-12-01 Erzan Onur Officer F-InKind A AB Holding Units 14,178 29.09 412.4K 21,134
2023-12-01 BERNSTEIN SETH P Director / Officer F-InKind A AB Holding Units 31,964 29.09 929.8K 256,634
2023-08-23 Simeone Thomas Officer D AB Holding Units 0 0.00 21,050
2023-08-10 Burke Kate C Officer S-Sale D AB Holding Units 5,000 29.56 147.8K 110,205
2023-05-24 Walthall Todd Director A-Award A AB Holding Units 5,017 33.89 170.0K 11,635
2023-05-24 Stonehill Charles G.T. Director A-Award A AB Holding Units 5,017 33.89 170.0K 24,931
2023-05-24 Narayandas Das Director A-Award A AB Holding Units 5,017 33.89 170.0K 35,676
2023-05-24 LAMMTENNANT JOAN M Director A-Award A AB Holding Units 5,017 33.89 170.0K 11,233
2023-05-24 Kaye Daniel G Director A-Award A units rep. assignments of beneficial owner. of lp interests 5,017 33.89 170.0K 39,810
2023-05-24 Domenici Nella Director A-Award A AB Holding Units 5,017 33.89 170.0K 22,865
2023-05-24 Burke Kate C Officer S-Sale D AB Holding Units 12,500 33.79 422.4K 115,205
2023-03-22 Burke Kate C Officer S-Sale D AB Holding Units 12,500 35.04 438.0K 127,705
2023-01-31 BERNSTEIN SETH P Director / Officer F-InKind D AB Holding Units 75,403 37.91 2.86M 357,520
2022-12-15 MANLEY MARK R Officer G-Gift D AB Holding Units 700 40.70 28.5K 67,569
2022-12-14 Sprules Karl Officer S-Sale D AB Holding Units 18,282 38.97 712.4K 127,027
2022-12-12 Sprules Karl Officer A-Award A AB Holding Units 28,450 38.84 1.10M 72,205
2022-12-12 Siemers William R Officer A-Award A AB Holding Units 4,506 38.84 175.0K 31,760
2022-12-12 MANLEY MARK R Officer A-Award A AB Holding Units 8,883 38.84 345.0K 21,800
2022-12-12 Erzan Onur Officer A-Award A units rep. assignments of beneficial owner. of lp interests 38,771 38.84 1.51M 137,265
2022-12-12 Burke Kate C Officer A-Award A AB Holding Units 41,195 38.84 1.60M 94,095
2022-12-12 BERNSTEIN SETH P Officer A-Award A AB Holding Units 117,791 38.84 4.58M 507,389
2022-12-01 Sprules Karl Officer F-InKind D AB Holding Units 73,964 40.70 3.01M 43,755
2022-12-01 Siemers William R Officer F-InKind D AB Holding Units 5,283 40.70 215.0K 27,254
2022-12-01 MANLEY MARK R Officer F-InKind D AB Holding Units 17,449 40.70 710.2K 12,917
2022-12-01 Erzan Onur Officer F-InKind D units rep. assignments of beneficial owner. of lp interests 4,697 40.70 191.2K 98,495
2022-12-01 Burke Kate C Officer F-InKind D AB Holding Units 77,037 40.70 3.14M 52,900
2022-12-01 BERNSTEIN SETH P Officer F-InKind D AB Holding Units 28,689 40.70 1.17M 389,598
2022-11-23 MANLEY MARK R Officer S-Sale D AB Holding Units 5,000 40.88 204.4K 39,334
2022-07-06 Erzan Onur Officer I units rep. assignments of beneficial owner. of lp interests 0 0.00 110,148
2022-06-13 Stonehill Charles G.T. Director S-Sale D AB Holding Units 1,400 40.61 56.9K 19,914
2022-05-19 Walthall Todd Director A-Award A AB Holding Units 4,410 38.55 170.0K 6,618
2022-05-19 Stonehill Charles G.T. Director A-Award A AB Holding Units 4,410 38.55 170.0K 21,314
2022-05-19 Narayandas Das Director A-Award A AB Holding Units 4,410 38.55 170.0K 30,659
2022-05-19 Matus Kristi Ann Director A-Award A AB Holding Units 4,410 38.55 170.0K 20,254
2022-05-19 LAMMTENNANT JOAN M Director A-Award A AB Holding Units 4,410 38.55 170.0K 6,216
2022-05-19 Kaye Daniel G Director A-Award A units rep. assignments of beneficial owner. of lp interests 4,410 38.55 170.0K 34,693
2022-05-19 Domenici Nella Director A-Award A AB Holding Units 4,410 38.55 170.0K 17,848
2022-05-11 MANLEY MARK R Officer S-Sale D AB Holding Units 5,000 38.98 194.9K 44,334
2022-04-03 Siemers William R Officer A-Award A AB Holding Units 21,873 45.72 1.00M 48,545
2021-12-10 Sprules Karl Officer A-Award A AB Holding Units 25,029 50.94 1.27M 228,117
2021-12-10 Siemers William R Officer A-Award A AB Holding Units 2,699 50.94 137.5K 26,672
2021-12-10 Dibadj Ali Officer A-Award A AB Holding Units 30,919 50.94 1.58M 46,456
2021-12-10 Cranch Laurence E Officer A-Award A AB Holding Units 11,288 50.94 575.0K 226,196
2021-12-10 Burke Kate C Officer A-Award A AB Holding Units 35,826 50.94 1.82M 239,774
2021-12-10 BERNSTEIN SETH P Director / Officer A-Award A AB Holding Units 102,572 50.94 5.23M 441,476
2021-12-03 Dibadj Ali Officer G-Gift D AB Holding Units 1,720 50.79 87.4K 105,392
2021-12-01 Sprules Karl Officer F-InKind D AB Holding Units 11,796 49.95 589.2K 203,088
2021-12-01 Siemers William R Officer F-InKind D AB Holding Units 1,031 49.95 51.5K 23,973
2021-12-01 Dibadj Ali Officer F-InKind D AB Holding Units 2,195 49.95 109.6K 15,537
2021-12-01 Cranch Laurence E Officer F-InKind D AB Holding Units 4,312 49.95 215.4K 214,908
2021-12-01 Burke Kate C Officer F-InKind D AB Holding Units 10,678 50.79 542.3K 203,948
2021-12-01 BERNSTEIN SETH P Director / Officer F-InKind D AB Holding Units 19,959 49.95 997.0K 338,904
2021-10-22 LAMMTENNANT JOAN M Director D AB Holding Units 0 0.00 1,806
2021-09-21 Walthall Todd Director D AB Holding Units 0 0.00 2,208
2021-05-20 Stonehill Charles G.T. Director A-Award A AB Holding Units 3,918 43.40 170.0K 16,904
2021-05-20 SCOTT BERTRAM L Director A-Award A AB Holding Units 3,918 43.40 170.0K 8,060
2021-05-20 OLIVEIRA RAMON DE Director A-Award A units rep. assignments of beneficial owner. of lp interests 3,918 43.40 170.0K 30,283
2021-05-20 Narayandas Das Director A-Award A AB Holding Units 3,918 43.40 170.0K 26,249
2021-05-20 Matus Kristi Ann Director A-Award A AB Holding Units 3,918 43.40 170.0K 15,844
2021-05-20 Kaye Daniel G Director A-Award A units rep. assignments of beneficial owner. of lp interests 3,918 43.40 170.0K 30,283
2021-05-20 Domenici Nella Director A-Award A AB Holding Units 3,918 43.30 169.6K 13,438
2021-05-20 AUDET PAUL Director A-Award A AB Holding Units 3,918 43.40 170.0K 26,249
2021-05-13 Dibadj Ali Officer G-Gift D AB Holding Units 1,250 43.11 53.9K 104,128
2021-05-01 BERNSTEIN SETH P Director / Officer F-InKind D AB Holding Units 83,786 43.11 3.61M 373,687
2021-03-08 Cranch Laurence E Officer S-Sale D AB Holding Units 9,154 37.71 345.2K 0
2021-02-12 Sprules Karl Officer I AB Holding Units 0 0.00 233,166
2021-02-12 Dibadj Ali Officer D AB Holding Units 0 0.00 105,378
2021-01-29 Weisenseel John C Officer F-InKind D AB Holding Units 7,913 35.35 279.7K 231,846
2020-12-11 Weisenseel John C Officer A-Award A AB Holding Units 26,246 32.10 842.5K 260,833
2020-12-11 Siemers William R Officer A-Award A AB Holding Units 4,673 32.10 150.0K 28,071
2020-12-11 Cranch Laurence E Officer A-Award A AB Holding Units 20,561 32.10 660.0K 226,663
2020-12-11 Burke Kate C Officer A-Award A AB Holding Units 40,031 32.10 1.28M 231,185
2020-12-11 BERNSTEIN SETH P Director / Officer A-Award A AB Holding Units 119,470 32.10 3.83M 538,392
2020-12-01 Siemers William R Officer F-InKind D AB Holding Units 945 32.60 30.8K 23,398
2020-12-01 Cranch Laurence E Officer F-InKind D AB Holding Units 4,033 32.60 131.5K 206,102
2020-12-01 Burke Kate C Officer F-InKind D AB Holding Units 6,977 32.60 227.5K 191,154
2020-12-01 BERNSTEIN SETH P Director / Officer F-InKind D AB Holding Units 18,512 32.60 603.5K 418,922
2020-09-23 SCOTT BERTRAM L Director D AB Holding Units 0 0.00 4,142
2020-08-07 Burke Kate C Officer S-Sale D AB Holding Units 9,244 27.90 257.9K 0
2020-06-05 Gingrich James A Officer S-Sale D AB Holding Units 2,344 27.37 64.2K 67,090
2020-06-03 Gingrich James A Officer S-Sale D AB Holding Units 30,000 26.60 798.0K 69,434
2020-06-02 Gingrich James A Officer S-Sale D AB Holding Units 30,000 26.04 781.2K 99,434
2020-05-20 Stonehill Charles G.T. Director A-Award A AB Holding Units 7,176 23.69 170.0K 12,986
2020-05-20 OLIVEIRA RAMON DE Director A-Award A units rep. assignments of beneficial owner. of lp interests 7,176 23.69 170.0K 26,365
2020-05-20 Narayandas Das Director A-Award A AB Holding Units 7,176 23.69 170.0K 22,331
2020-05-20 Matus Kristi Ann Director A-Award A AB Holding Units 7,176 23.69 170.0K 11,926
2020-05-20 Kaye Daniel G Director A-Award A units rep. assignments of beneficial owner. of lp interests 7,176 23.69 170.0K 26,365
2020-05-20 Domenici Nella Director A-Award A AB Holding Units 7,176 23.69 170.0K 9,520
2020-05-20 Cranch Laurence E Officer S-Sale D AB Holding Units 10,876 23.74 258.2K 0
2020-05-20 AUDET PAUL Director A-Award A AB Holding Units 7,176 23.69 170.0K 22,331
2020-03-13 BERNSTEIN SETH P Director / Officer P-Purchase A AB Holding Units 15,000 23.66 354.9K 15,000
2020-03-04 Gingrich James A Officer S-Sale D AB Holding Units 75,000 32.28 2.42M 129,434
2020-03-03 Gingrich James A Officer S-Sale D AB Holding Units 22,522 32.50 732.0K 204,434
2020-03-02 Gingrich James A Officer S-Sale D AB Holding Units 75,000 32.02 2.40M 226,956
2020-02-25 Gingrich James A Officer S-Sale D AB Holding Units 2,643 33.43 88.4K 301,956
2020-02-21 Gingrich James A Officer S-Sale D AB Holding Units 31,273 34.54 1.08M 304,599
2020-02-20 Gingrich James A Officer S-Sale D AB Holding Units 50,000 35.84 1.79M 335,872
2020-02-19 Gingrich James A Officer S-Sale D AB Holding Units 50,000 35.59 1.78M 385,872
2020-02-18 Gingrich James A Officer S-Sale D AB Holding Units 50,000 35.30 1.77M 435,872
2020-02-14 Gingrich James A Officer S-Sale D AB Holding Units 25,000 34.35 858.8K 485,872
2020-02-13 Gingrich James A Officer S-Sale D AB Holding Units 13,209 34.86 460.5K 510,872
2020-01-31 Weisenseel John C Officer F-InKind D AB Holding Units 7,764 32.75 254.3K 273,123
2020-01-31 Gingrich James A Officer F-InKind D AB Holding Units 12,923 32.75 423.2K 658,881
2020-01-01 Domenici Nella Director D AB Holding Units 0 0.00 2,344
2019-12-10 Weisenseel John C Officer A-Award A AB Holding Units 29,304 28.75 842.5K 299,622
2019-12-10 Siemers William R Officer A-Award A AB Holding Units 4,981 28.75 143.2K 27,006
2019-12-10 Cranch Laurence E Officer A-Award A AB Holding Units 22,957 28.75 660.0K 219,289
2019-12-10 Burke Kate C Officer A-Award A AB Holding Units 36,000 28.75 1.04M 211,940
2019-12-10 BERNSTEIN SETH P Director / Officer A-Award A units rep. assignments of beneficial owner. of lp interests 139,130 28.75 4.00M 453,704
2019-11-29 Siemers William R Officer F-InKind D AB Holding Units 873 28.97 25.3K 22,025
2019-11-29 Gingrich James A Officer F-InKind D AB Holding Units 423,836 28.97 12.28M 698,629
2019-11-29 Cranch Laurence E Officer F-InKind D AB Holding Units 9,207 28.97 266.7K 196,332
2019-11-29 Burke Kate C Officer F-InKind D AB Holding Units 4,562 28.97 132.2K 175,940

Executive team

Top executives
EBIT / Employee
73.8K
Shares Outstanding
110.54M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2016 James A. Gingrich Chief Operating Officer 400.0K 3.54M 3.26M 828.4K 8.03M 40.61%
2 2016 Peter S. Kraus Chairman and CEO 400.0K 5.95M 6.35M 0.00%
3 2016 Robert P. van Brugge Chairman and CEO of SCB LLC 400.0K 1.89M 1.61M 324.7K 4.22M 38.11%
4 2016 Laurence E. Cranch General Counsel 400.0K 890.0K 610.0K 326.6K 2.23M 27.40%
5 2016 John C. Weisenseel CFO 375.0K 977.5K 672.5K 111.5K 2.14M 31.48%
6 2015 James A. Gingrich Chief Operating Officer 400.0K 3.94M 3.66M 892.9K 8.89M 41.16%
7 2015 Peter S. Kraus Chairman and CEO 400.0K 6.54M 6.94M 0.00%
8 2015 Robert P. van Brugge Chairman and CEO of SCB LLC 400.0K 2.04M 1.76M 339.8K 4.54M 38.77%
9 2015 Laurence E. Cranch General Counsel 400.0K 915.0K 635.0K 335.0K 2.28M 27.79%
10 2015 John C. Weisenseel CFO 375.0K 915.0K 610.0K 129.6K 2.03M 30.06%
11 2014 James A. Gingrich Chief Operating Officer 415.4K 3.94M 3.66M 872.3K 8.89M 41.18%
12 2014 Peter S. Kraus Chairman and CEO 411.5K 6.37M 6.79M 0.00%
13 2014 Robert P. van Brugge Chairman and CEO of SCB LLC 415.4K 1.94M 1.66M 327.3K 4.34M 38.23%
14 2014 John C. Weisenseel CFO 389.4K 800.0K 500.0K 135.5K 1.82M 27.40%
15 2009 Peter S. Kraus Chairman and Chief Executive Officer 275.0K 6.00M 4.18M 10.45M 0.00%
16 2009 Gerald M. Lieberman Former President and Chief Operating Officer 120.0K 3.38M 1.04M 3.22M 7.76M 56.97%
17 2009 David A. Steyn Chief Operating Officer 176.0K 1.67M 3.90M 16.6K 5.77M 67.68%
18 2009 James A. Gingrich Chairman and CEO of SCB LLC 200.0K 1.27M 2.53M 925.0K 10.4K 4.94M 70.00%
19 2009 Laurence E. Cranch General Counsel 200.0K 770.0K 1.03M 275.0K 11.2K 2.29M 57.08%
20 2009 Robert H. Joseph, Jr. Chief Financial Officer 195.0K 395.0K 410.0K 86.8K 1.09M 37.73%
21 2008 Peter S. Kraus Chairman and Chief Executive Officer 52.26M 52.26M 100.00%
22 2008 Gerald M. Lieberman Former President and Chief Operating Officer 200.0K 1.00M 1.83M 3.03M 0.00%
23 2008 Robert H. Joseph, Jr. Chief Financial Officer 195.0K 400.0K 755.9K 1.35M 0.00%
24 2007 Gerald M. Lieberman Former President and Chief Operating Officer 200.0K 4.05M 7.57M 11.82M 0.00%
25 2007 Robert H. Joseph, Jr. Chief Financial Officer 185.0K 1.05M 1.11M 2.34M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-22 4
2026-05-22 4
2026-05-22 4
2026-05-22 4
2026-05-22 4
2026-05-22 4
2026-05-12 8-K
2026-05-04 4
2026-05-01 10-Q
2026-04-28 8-K

Executive team

NameTitleCompensationGender
Seth Perry Bernstein CEO & Director 8M male
Ahmet Onur Erzan President 4M male
Onur Erzan President 4M male
Karl Sprules Chief Operating Officer 3M male
Thomas Rudolph Simeone Senior Vice President, Controller & Chief Financial Officer 1M male
Mark Randall Manley Senor Vice President, General Counsel & Corporate Secretary 1M male
John Meyers Director of Corporate Communications male
Paul Emerson Senior Vice President & Chief Compliance Officer male
Robert McWilliams Head of Global Technology & Operations male
Ioanis Jorgali Head of Investor Relations male
Alexis Luckey Chief Accounting Officer & Director of Financial Reporting female
ESG Rating
B
ASSET MANAGEMENT
Rank: 44 out of 151
2004
E (Environmental)
61.4 / 67.2
Company / Sector avg.
S (Social)
64.6 / 77.3
Company / Sector avg.
G (Governance)
64.2 / 74.6
Company / Sector avg.
ESG Total
63.4 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-01-16 2026-01-23 Nancy Pelosi CA11 Spouse Purchase $1,000,001 - $5,000,000
2022-01-27 2022-02-28 Nancy Pelosi CA12 Spouse Purchase $250,001 - $500,000
2021-02-23 2021-03-09 Nancy Pelosi CA12 Spouse Purchase $500,001 - $1,000,000
2021-02-18 2021-03-09 Nancy Pelosi CA12 Spouse Purchase $500,001 - $1,000,000
2020-12-22 2021-01-21 Nancy Pelosi CA12 Spouse Purchase $500,001 - $1,000,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits