Institutional Ownership Allegion PLC (ALLE)
This table provides information about the institutional ownership of Allegion PLC (ALLE). We have compiled data on the 745 institutions that hold shares in the stock, with a total of 86.5 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
8
shares
|
$1,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
8
shares
|
$1,221
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
8
shares
|
$1,221
0.0% of portfolio
|
Q1 2025
Reduced 99.58%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8
shares
|
$1,221
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7
shares
|
$1,068
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
7
shares
|
$1,068
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
6
shares
|
$916
0.0% of portfolio
|
Q3 2022
Reduced 89.29%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$916
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
6
shares
|
$916
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
6
shares
|
$916
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
5
shares
|
$763
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
5
shares
|
$763
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5
shares
|
$763
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$763
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
4
shares
|
$610
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
4
shares
|
$610
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
4
shares
|
$610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
4
shares
|
$610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
4
shares
|
$610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
3
shares
|
$458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
3
shares
|
$458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
3
shares
|
$458
0.0% of portfolio
|
Q1 2025
Reduced 57.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2
shares
|
$305
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$305
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2
shares
|
$305
0.0% of portfolio
|
Q4 2024
New holding
|