Institutional Ownership Allison Transmission Holdings Inc (ALSN)
This table provides information about the institutional ownership of Allison Transmission Holdings Inc (ALSN). We have compiled data on the 552 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
92
shares
|
$7,873
0.01% of portfolio
|
Q1 2025
Reduced 51.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
91
shares
|
$7,787
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
85
shares
|
$7,274
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
84
shares
|
$7,188
0.0% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
81
shares
|
$6,931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
71
shares
|
$6,076
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
71
shares
|
$6,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
60
shares
|
$5,134
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
58
shares
|
$4,963
0.0% of portfolio
|
Q3 2020
Reduced 13.43%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
57
shares
|
$4,878
0.0% of portfolio
|
Q4 2024
Reduced 46.73%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
55
shares
|
$4,706
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
51
shares
|
$4,364
0.0% of portfolio
|
Q1 2024
Reduced 3.77%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
50
shares
|
$4,279
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
50
shares
|
$4,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
40
shares
|
$3,423
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
39
shares
|
$3,337
0.0% of portfolio
|
Q4 2023
Added 2.63%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
39
shares
|
$3,337
0.0% of portfolio
|
Q2 2025
Reduced 54.12%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
38
shares
|
$3,252
0.0% of portfolio
|
Q1 2025
Added 442.86%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
37
shares
|
$3,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
36
shares
|
$3,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
36
shares
|
$3,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
34
shares
|
$2,909
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
31
shares
|
$2,652
0.0% of portfolio
|
Q1 2025
Reduced 63.1%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
31
shares
|
$2,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
29
shares
|
$2,481
0.0% of portfolio
|
Q4 2024
Added 20.83%
|