Who Owns ALLEGION PLC (ALLE)? -- Institutional Holders (2026-06-30)
24 institutions reported holding $27.7M of ALLEGION PLC (ALLE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($18.9M), Czech National Bank ($3.4M), 180 WEALTH ADVISORS, LLC ($937,911), Avior Wealth Management, LLC ($839,986), CoreCap Advisors, LLC ($533,441). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Assenagon Asset Management S.A. | $18.9M | 134,845 | Added |
| 2 | Czech National Bank | $3.4M | 24,461 | Added |
| 3 | 180 WEALTH ADVISORS, LLC | $937,911 | 6,676 | Added |
| 4 | Avior Wealth Management, LLC | $839,986 | 5,979 | Added |
| 5 | CoreCap Advisors, LLC | $533,441 | 3,797 | Added |
| 6 | CANANDAIGUA NATIONAL BANK & TRUST CO | $499,582 | 3,556 | Hold |
| 7 | Crumly & Associates Inc. | $362,464 | 2,580 | Added |
| 8 | Breakwater Capital Group | $339,283 | 2,415 | Hold |
| 9 | Pacific Excel Wealth Advisors, Inc. | $315,288 | 2,244 | New |
| 10 | Thrive Wealth Management, LLC | $305,425 | 2,174 | Trimmed |
| 11 | CX Institutional | $301,000 | 2,140 | Added |
| 12 | GAMMA Investing LLC | $264,543 | 1,883 | Trimmed |
| 13 | Versant Capital Management, Inc | $229,701 | 1,635 | Trimmed |
| 14 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $150,465 | 1,071 | Hold |
| 15 | EASTERN BANK | $75,302 | 536 | Hold |
| 16 | Gladwyn Financial Advisors, Inc. | $48,895 | 348 | Hold |
| 17 | MassMutual Private Wealth & Trust, FSB | $31,751 | 226 | Trimmed |
| 18 | ELEVATION WEALTH PARTNERS, LLC | $29,784 | 212 | Added |
| 19 | Grove Bank & Trust | $15,173 | 108 | Hold |
| 20 | MJT & Associates Financial Advisory Group, Inc. | $14,611 | 104 | Hold |
| 21 | Cedar Mountain Advisors, LLC | $10,396 | 74 | Hold |
| 22 | HARBOR INVESTMENT ADVISORY, LLC | $7,867 | 56 | Hold |
| 23 | Roxbury Financial LLC | $3,231 | 23 | New |
| 24 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30