Allegion plc (ALLE) — Institutional Holders, Q2 2026 (page 7)
740 institutional investment managers reported a ALLE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 601 to 700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ALLE 13F holders ranked 601–700 of 740
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Medallion Wealth Advisors#601 · 250 sh | 250 | $35.1K | 0.01% | 0.0% |
| 602 | Financial Management Professionals#602 · 241 sh | 241 | $33.9K | — | 0.0% |
| 603 | ONEFUND#603 · 233 sh | 233 | $32.7K | 0.02% | -2.1% |
| 604 | MassMutual Private Wealth & , FSB#604 · 226 sh | 226 | $31.8K | — | -23.6% |
| 605 | Covestor Ltd#605 · 220 sh | 220 | $31.0K | 0.02% | +27.2% |
| 606 | HORIZON FINANCIAL SERVICES#606 · 213 sh | 213 | $29.9K | 0.01% | +43.9% |
| 607 | ZRC WEALTH MANAGEMENT#607 · 212 sh | 212 | $29.8K | — | +1666.7% |
| 608 | North Star Investment Management#608 · 209 sh | 209 | $29.4K | <0.01% | 0.0% |
| 609 | Keating Financial Advisory Services#609 · 201 sh | 201 | $28.2K | <0.01% | +195.6% |
| 610 | Hanson & Doremus Investment Management#610 · 200 sh | 200 | $28.0K | — | 0.0% |
| 611 | FIRST HORIZON NATIONAL#611 · 190 sh | 190 | $26.7K | — | +31.9% |
| 612 | Continuum Advisory#612 · 178 sh | 178 | $25.0K | <0.01% | New |
| 613 | SJS Investment Consulting#613 · 172 sh | 172 | $24.2K | — | +681.8% |
| 614 | Union Bankshares#614 · 166 sh | 166 | $23.3K | <0.01% | -1.2% |
| 615 | Cromwell#615 · 162 sh | 162 | $22.8K | 0.01% | +6.6% |
| 616 | Pinnacle Bancorp#616 · 160 sh | 160 | $22.5K | — | 0.0% |
| 617 | GROUP ONE TRADING, L.P.#617 · 151 sh | 151 | $21.2K | 0.00% | New |
| 618 | ENTRUST FINANCIAL#618 · 144 sh | 144 | $20.2K | 0.01% | 0.0% |
| 619 | WELLINGTON-ALTUS USA#619 · 139 sh | 139 | $20.2K | 0.01% | 0.0% |
| 620 | Westside Investment Management#620 · 140 sh | 140 | $19.7K | <0.01% | 0.0% |
| 621 | Essential Partners#621 · 139 sh | 139 | $19.5K | — | -85.6% |
| 622 | ACTION POINT FINANCIAL PLANNING#622 · 137 sh | 137 | $19.1K | <0.01% | New |
| 623 | Measured Wealth Private Client Group#623 · 130 sh | 130 | $18.3K | <0.01% | 0.0% |
| 624 | Front Row Advisors#624 · 101 sh | 101 | $17.0K | <0.01% | 0.0% |
| 625 | Princeton Global Asset Management#625 · 120 sh | 120 | $16.9K | — | 0.0% |
| 626 | Rossby Financial, LCC#626 · 115 sh | 115 | $16.2K | <0.01% | -33.9% |
| 627 | Vision Retirement#627 · 114 sh | 114 | $16.0K | <0.01% | +7.5% |
| 628 | Grove Bank#628 · 108 sh | 108 | $15.2K | — | 0.0% |
| 629 | Clearstead#629 · 107 sh | 107 | $15.0K | <0.01% | +3466.7% |
| 630 | OLD SECOND NATIONAL BANK OF AURORA#630 · 105 sh | 105 | $14.8K | — | 0.0% |
| 631 | MJT & Associates Financial Advisory Group#631 · 104 sh | 104 | $14.6K | — | 0.0% |
| 632 | Fortitude Family Office#632 · 103 sh | 103 | $14.5K | — | +74.6% |
| 633 | STANCE CAPITAL#633 · 100 sh | 100 | $14.0K | <0.01% | New |
| 634 | Parvin Asset Management#634 · 100 sh | 100 | $14.0K | 0.01% | 0.0% |
| 635 | Highland Investment Advisors#635 · 100 sh | 100 | $14.0K | <0.01% | — |
| 636 | BAYBAN#636 · 99 sh | 99 | $13.9K | 0.01% | 0.0% |
| 637 | N.E.W. Advisory Services#637 · 97 sh | 97 | $13.6K | <0.01% | 0.0% |
| 638 | Transamerica Financial Advisors#638 · 96 sh | 96 | $13.5K | <0.01% | +1.1% |
| 639 | True Wealth Design#639 · 96 sh | 96 | $13.5K | — | -66.6% |
| 640 | JFS WEALTH ADVISORS#640 · 87 sh | 87 | $12.2K | <0.01% | +2.4% |
| 641 | CENTRAL#641 · 87 sh | 87 | $12.2K | <0.01% | +11.5% |
| 642 | Manchester Capital Management#642 · 86 sh | 86 | $12.1K | — | +28.4% |
| 643 | Global X Japan , Ltd.#643 · 82 sh | 82 | $11.5K | — | +30.2% |
| 644 | Silver Grove Financial Group#644 · 82 sh | 82 | $11.5K | <0.01% | New |
| 645 | FINANCIAL CONSULATE#645 · 81 sh | 81 | $11.4K | — | 0.0% |
| 646 | Capital Advisors, Ltd.#646 · 77 sh | 77 | $11.0K | <0.01% | 0.0% |
| 647 | Crewe Advisors#647 · 78 sh | 78 | $11.0K | <0.01% | New |
| 648 | Schonfeld Strategic Advisors#648 · 78 sh | 78 | $11.0K | 0.00% | New |
| 649 | Cedar Mountain Advisors#649 · 74 sh | 74 | $10.4K | — | 0.0% |
| 650 | Financially Speaking#650 · 66 sh | 66 | $9.6K | 0.05% | 0.0% |
| 651 | PEOPLES FINANCIAL SERVICES#651 · 66 sh | 66 | $9.3K | — | 0.0% |
| 652 | Financial Perspectives#652 · 66 sh | 66 | $9.3K | <0.01% | 0.0% |
| 653 | FARMERS & MERCHANTS INVESTMENTS#653 · 63 sh | 63 | $8.9K | — | 0.0% |
| 654 | PFS Partners#654 · 63 sh | 63 | $8.8K | — | 0.0% |
| 655 | MANNING & NAPIER ADVISORS#655 · 63 sh | 63 | $8.8K | <0.01% | +250.0% |
| 656 | TOTH FINANCIAL ADVISORY#656 · 62 sh | 62 | $8.7K | — | 0.0% |
| 657 | AdvisorNet Financial#657 · 62 sh | 62 | $8.7K | — | -15.1% |
| 658 | Quent Capital#658 · 62 sh | 62 | $8.7K | <0.01% | -3.1% |
| 659 | HARBOR INVESTMENT ADVISORY#659 · 56 sh | 56 | $7.9K | — | 0.0% |
| 660 | Millstone Evans Group#660 · 50 sh | 50 | $7.0K | <0.01% | -76.3% |
| 661 | Glen Eagle Advisors#661 · 49 sh | 49 | $6.9K | <0.01% | New |
| 662 | Cornerstone Planning Group#662 · 48 sh | 48 | $6.7K | — | -12.7% |
| 663 | Colonial / SC#663 · 46 sh | 46 | $6.5K | <0.01% | +2.2% |
| 664 | ADIRONDACK#664 · 44 sh | 44 | $6.2K | — | 0.0% |
| 665 | Sankala Group#665 · 38 sh | 38 | $6.1K | <0.01% | 0.0% |
| 666 | Ninety One UK Ltd#666 · 43 sh | 43 | $6.0K | — | 0.0% |
| 667 | UMB Bank, n.a.#667 · 42 sh | 42 | $5.9K | <0.01% | +40.0% |
| 668 | Wealth Enhancement Services#668 · 40 sh | 40 | $5.6K | — | +29.0% |
| 669 | Synergy Investment Management#669 · 39 sh | 39 | $5.5K | <0.01% | +50.0% |
| 670 | WOLFF WIESE MAGANA#670 · 38 sh | 38 | $5.3K | — | 0.0% |
| 671 | Ares Financial Consulting#671 · 36 sh | 36 | $5.1K | — | 0.0% |
| 672 | HARBOUR INVESTMENTS#672 · 35 sh | 35 | $5.0K | <0.01% | -27.1% |
| 673 | Steigerwald, Gordon & Koch#673 · 35 sh | 35 | $4.9K | <0.01% | 0.0% |
| 674 | JPL Wealth Management#674 · 34 sh | 34 | $4.8K | <0.01% | -5.6% |
| 675 | DELTA ASSET MANAGEMENT#675 · 34 sh | 34 | $4.8K | <0.01% | 0.0% |
| 676 | Private Wealth Management Group#676 · 33 sh | 33 | $4.6K | — | -35.3% |
| 677 | FLAGSHIP WEALTH ADVISORS#677 · 33 sh | 33 | $4.6K | <0.01% | 0.0% |
| 678 | Align Financial#678 · 33 sh | 33 | $4.6K | — | 0.0% |
| 679 | Bruce G. Allen Investments#679 · 32 sh | 32 | $4.5K | <0.01% | 0.0% |
| 680 | RMG Wealth Management#680 · 25 sh | 25 | $4.2K | — | -76.0% |
| 681 | Key FInancial#681 · 29 sh | 29 | $4.1K | <0.01% | 0.0% |
| 682 | SBI Securities , Ltd.#682 · 29 sh | 29 | $4.1K | — | -29.3% |
| 683 | Owl Creek Wealth Partners#683 · 28 sh | 28 | $3.9K | — | 0.0% |
| 684 | Sachetta#684 · 26 sh | 26 | $3.7K | <0.01% | 0.0% |
| 685 | WEBSTER BANK, N. A.#685 · 25 sh | 25 | $3.5K | <0.01% | New |
| 686 | BLUE BELL PRIVATE WEALTH MANAGEMENT#686 · 24 sh | 24 | $3.4K | <0.01% | 0.0% |
| 687 | Creative Capital Management Investments#687 · 24 sh | 24 | $3.4K | <0.01% | New |
| 688 | Roxbury Financial#688 · 23 sh | 23 | $3.2K | — | New |
| 689 | Bell Investment Advisors#689 · 22 sh | 22 | $3.1K | <0.01% | 0.0% |
| 690 | Asset Dedication#690 · 21 sh | 21 | $3.0K | <0.01% | 0.0% |
| 691 | SUMMIT SECURITIES GROUP#691 · 20 sh | 20 | $2.8K | <0.01% | +42.9% |
| 692 | MV CAPITAL MANAGEMENT#692 · 20 sh | 20 | $2.8K | <0.01% | -9.1% |
| 693 | Rialto Wealth Management#693 · 20 sh | 20 | $2.8K | <0.01% | +53.8% |
| 694 | PROSPERITY BANCSHARES#694 · 19 sh | 19 | $2.7K | <0.01% | New |
| 695 | Bay Harbor Wealth Management#695 · 18 sh | 18 | $2.5K | <0.01% | +20.0% |
| 696 | Financial Network Wealth Advisors#696 · 17 sh | 17 | $2.4K | <0.01% | -10.5% |
| 697 | Salomon & Ludwin#697 · 17 sh | 17 | $2.4K | <0.01% | -61.4% |
| 698 | Spire Wealth Management#698 · 16 sh | 16 | $2.2K | <0.01% | -46.7% |
| 699 | Coston, McIsaac & Partners#699 · 20 sh | 20 | $2.0K | <0.01% | 0.0% |
| 700 | DiNuzzo Private Wealth#700 · 14 sh | 14 | $2.0K | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.