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Alliancebernstein Hldg L P SEC Filings

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Welcome to our dedicated page for Alliancebernstein Hldg L P SEC filings (Ticker: AB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Tracking the ebb and flow of AllianceBernstein’s global assets under management can feel overwhelming when its 300-page annual report buries critical details under accounting jargon. Whether you are searching for AllianceBernstein insider trading Form 4 transactions or trying to compare fee revenue across business lines, Stock Titan turns dense disclosures into clear insights.

Our platform delivers AI-powered summaries that break down every AllianceBernstein quarterly earnings report 10-Q filing, highlight AUM trends, and flag shifts in performance fees—all in real time as documents hit EDGAR. Need to monitor AllianceBernstein Form 4 insider transactions real-time? We create instant alerts. Curious about governance? The latest AllianceBernstein proxy statement executive compensation is parsed so you can see how portfolio performance influences pay. From AllianceBernstein annual report 10-K simplified to AllianceBernstein 8-K material events explained, every filing type�10-K, 10-Q, 8-K, S-3, DEF 14A, or Form 4—is covered and annotated.

Analysts use these tools to:

  • Compare quarter-over-quarter AUM flows without wading through footnotes
  • Identify partner-level stock sales via AllianceBernstein executive stock transactions Form 4
  • Spot sudden strategy shifts the moment an 8-K posts
Understanding AllianceBernstein SEC documents with AI means fewer hours spent cross-referencing tables and more time making informed decisions. Every disclosure is delivered with concise explanations, keyword search, and downloadable data—so you never miss an AllianceBernstein earnings report filing analysis again.

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Dover Corporation (NYSE: DOV) filed a Form 8-K on 24 Jul 2025 to furnish its second-quarter 2025 earnings press release (Exhibit 99.1) pursuant to Item 2.02 and to provide Regulation FD information (Item 7.01). The company will host an investor conference call and webcast at 08:30 a.m. CT (09:30 a.m. ET) on the same day to review results for the quarter ended 30 Jun 2025.

The filing is strictly a notice; it does not include any revenue, EPS, margin or guidance figures. Management’s prepared remarks and detailed financial statements will be available only in the attached press release and during the call. No other corporate actions, acquisitions, debt transactions, or governance changes were disclosed. Accordingly, the document is neutral in market impact until the underlying numbers are analyzed.

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Form 4 highlights: Equitable Holdings, Inc. ("EQH")—a greater-than-10% owner and affiliate of the general partner of AllianceBernstein Holding L.P. (NYSE: AB)—reported an internal equity exchange completed on 10 July 2025.

  • Under a newly Amended & Restated Exchange Agreement, the number of AB operating-partnership units ("AB Units") available for swap rose from 4,788,806 to 19,682,946.
  • Immediately on signing, 19,682,946 AB Holding Units were exchanged by EQH for an equal number of AB Units. Transaction code “Jâ€� confirms it was a non-open-market, zero-dollar exchange.
  • The surrendered AB Holding Units were retired, reducing the publicly traded float by the same amount.
  • Post-transaction beneficial ownership of AB Units (not reported in Table I but disclosed in footnotes): EQH 81.445 million, Alpha Units Holdings, Inc. 75.851 million, and Alpha Units Holdings II, Inc. 41.935 million.
  • EQH continues to file as a single reporting person and remains a 10%+ holder.

Investor take-away: The swap consolidates EQH’s economic interest in the operating partnership while shrinking AB Holding’s outstanding units. Although no cash changed hands, the retirement of nearly 20 million units could modestly improve per-unit metrics and may influence liquidity and ownership structure.

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AllianceBernstein Holding L.P. (NYSE: AB) â€� Schedule 13D/A Amendment No. 36 (dated 10 July 2025)

The filing discloses an Amended & Restated Master Exchange Agreement between AllianceBernstein L.P. ("AB") and Equitable Holdings, Inc. ("EQH") and its wholly-owned subsidiaries Alpha Units Holdings, Inc. and Alpha Units Holdings II, Inc.

  • Issuance & Exchange: AB issued 19,682,946 new AB Units to EQH and its subsidiaries in exchange for an equal number of AB Holding Units, which were immediately retired.
  • Post-transaction ownership:
    • EQH â€� 81,445,154 AB Units (27.87% of units outstanding)
    • Alpha Units Holdings â€� 75,851,289 units (25.95%)
    • Alpha Units Holdings II â€� 41,934,582 units (14.34%)
    • Combined indirect control via Equitable Holdings totals 199,231,025 units, or 68.17% of all AB Units outstanding.
  • Purpose: The amendment updates Items 3, 4 and 5 of the original 13D to reflect the exchange and current ownership. No additional strategic plans or proposals under Items 4(a)-(j) are reported.
  • Transaction window: Other than the exchange described, the reporting persons executed no transactions in the past 60 days.

The filing is administrative in nature, clarifying capital-structure changes and reaffirming EQH’s majority economic interest in AB.

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AllianceBernstein Holding L.P. (NYSE: AB) has executed a material unit-for-unit exchange with its former parent, Equitable Holdings, Inc. (EQH). Pursuant to an Amended and Restated Exchange Agreement dated 10 July 2025, AllianceBernstein L.P. ("AB") increased the number of exchangeable units remaining under the December 2024 master agreement from 4,788,806 to 19,682,946. Immediately upon signing, AB and EQH exchanged the full 19,682,946 AB Units for an equal number of AB Holding Units.

The AB Holding Units received from EQH were retired, permanently reducing the total outstanding AB Holding Units by the same amount. In parallel, AB issued an equivalent number of new AB Units to EQH. Following completion of the swap, the amended agreement was terminated, eliminating any further exchange capacity between the parties.

The issuance of AB Units was conducted as a private placement under Section 4(a)(2) of the Securities Act and therefore did not require SEC registration. No financial statements or pro-forma figures were included in this Form 8-K, and the company made customary forward-looking-statement disclaimers.

  • Key Figures: 19.7 million units exchanged; 19.7 million AB Holding Units retired; no future exchanges contemplated.
  • Potential Implications: Fewer AB Holding Units outstanding may increase each remaining holder’s claim on AB Holding’s distributions, while the corresponding issuance of AB Units to EQH slightly dilutes AB L.P.’s existing unit holders. Net economic impact depends on comparative ownership structures, which the filing does not quantify.
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FAQ

What is the current stock price of Alliancebernstein Hldg L P (AB)?

The current stock price of Alliancebernstein Hldg L P (AB) is $40.62 as of August 1, 2025.

What is the market cap of Alliancebernstein Hldg L P (AB)?

The market cap of Alliancebernstein Hldg L P (AB) is approximately 4.6B.

What core services does AllianceBernstein offer?

AllianceBernstein offers a diverse range of investment management services including mutual funds, ETFs, hedge funds, and separately managed accounts, catering to institutional, retail, and private wealth clients.

Who are the primary clients of AllianceBernstein?

The firm serves institutional investors, retail clients, and private wealth individuals worldwide, tailoring its strategies to meet diverse investment needs.

How does the company generate revenue?

Revenue is generated through advisory fees, managed investment products, and performance-based fees across multiple asset classes such as fixed income, equity, and alternative investments.

What differentiates AllianceBernstein in the investment management space?

Its integration of high-quality research, personalized client strategies, and a diversified product portfolio across the capital structure differentiates it from its competitors.

How does AB incorporate research into its investment strategies?

AB employs a rigorous research framework combining quantitative and qualitative analysis to assess market trends, risk factors, and sector-specific dynamics, ensuring informed investment decisions.

What are the primary asset classes managed by AllianceBernstein?

The firm manages a wide array of asset classes including fixed income, equities, balanced portfolios, and alternative investments, offering comprehensive exposure to global markets.
Alliancebernstein Hldg L P

NYSE:AB

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AB Stock Data

4.58B
108.86M
1.94%
23.71%
0.71%
Asset Management
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United States
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