Institutional Ownership Allegion PLC (ALLE)
This table provides information about the institutional ownership of Allegion PLC (ALLE). We have compiled data on the 821 institutions that hold shares in the stock, with a total of 87.5 Million shares, which have been reported (via 13F filing form) to have a value of $14.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
11
shares
|
$1,773
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
11
shares
|
$1,773
0.0% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
11
shares
|
$1,773
0.0% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
10
shares
|
$1,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
10
shares
|
$1,612
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
10
shares
|
$1,612
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
10
shares
|
$1,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
10
shares
|
$1,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
10
shares
|
$1,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
9
shares
|
$1,451
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8
shares
|
$1,290
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
8
shares
|
$1,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
7
shares
|
$1,128
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
7
shares
|
$1,128
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
7
shares
|
$1,128
0.0% of portfolio
|
Q3 2025
Added 75.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
7
shares
|
$1,128
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
6
shares
|
$967
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
6
shares
|
$967
0.0% of portfolio
|
Q3 2022
Reduced 89.29%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5
shares
|
$806
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
5
shares
|
$806
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
5
shares
|
$806
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
4
shares
|
$645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
4
shares
|
$645
0.0% of portfolio
|
Q3 2025
Reduced 76.47%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$645
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3
shares
|
$483
0.0% of portfolio
|
Q4 2024
New holding
|
|