ALLSTATE CORP (ALL)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
67
Reporting holders
$68.6M
Reported value
0.0%
Calls
0.0%
Puts
-1,689
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $16.1M | 72,510 | 0.23% | 7q | +3.0%+$462.1K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $6.4M | 28,644 | 0.08% | 32q | -3.1%-$201.7K |
| Venture Visionary Partners LLC | $6.3M | 28,539 | 0.17% | 11q | +6.7%+$396.7K |
| MassMutual Private Wealth & Trust, FSB | $4.1M | 18,452 | 0.11% | 32q | -2.0%-$84.8K |
| Farther Finance Advisors, LLC | $2.9M | 12,852 | 0.02% | 16q | -1.5%-$43.7K |
| Davis Capital Management | $2.8M | 12,602 | 1.67% | 13q | -4.9%-$143.1K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.3M | 10,326 | 0.20% | 20q | +0.6%+$14.6K |
| Bank & Trust Co | $2.2M | 9,992 | 1.39% | 10q | HELD |
| GAMMA Investing LLC | $2.2M | 9,754 | 0.07% | 12q | +3.5%+$73.4K |
| Wedmont Private Capital | $1.7M | 7,325 | 0.04% | 12q | +3.7%+$60.4K |
| Whitaker-Myers Wealth Managers, LTD. | $1.7M | 7,476 | 0.27% | new | NEW |
| Boltwood Capital Management | $1.5M | 6,904 | 0.35% | 32q | -0.9%-$13.3K |
| Athena Wealth Management, LLC | $1.4M | 6,251 | 1.00% | 3q | +5.0%+$66.3K |
| Apella Capital, LLC | $1.3M | 5,607 | 0.02% | 18q | +9.0%+$104.1K |
| Barden Capital Management, Inc. | $1.2M | 5,283 | 1.07% | 8q | -4.3%-$53.2K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.1M | 4,888 | 0.08% | 32q | +0.9%+$9.8K |
| Valeo Financial Advisors, LLC | $986.5K | 4,446 | 0.02% | 21q | -0.9%-$8.9K |
| Avidian Wealth Enterprises, LLC | $810.4K | 3,653 | 0.02% | 20q | +7.3%+$55.5K |
| PARK NATIONAL CORP /OH/ | $741.7K | 3,343 | 0.02% | 32q | -9.4%-$76.8K |
| TrueWealth Advisors, LLC | $713.7K | 3,217 | 0.16% | new | NEW |
| EASTERN BANK | $616.8K | 2,780 | 0.01% | 32q | -4.3%-$27.5K |
| MOODY NATIONAL BANK TRUST DIVISION | $568.8K | 2,564 | 0.05% | 32q | -12.9%-$84.5K |
| Wealth Enhancement Trust Services, Inc. | $568.4K | 2,562 | 0.06% | 4q | +154.4%+$345.0K |
| Grove Bank & Trust | $566.0K | 2,551 | 0.06% | 21q | HELD |
| Greenfield Savings Bank | $541.8K | 2,442 | 0.20% | 18q | HELD |
| Graves Light Lenhart Wealth, Inc. | $498.2K | 2,246 | 0.05% | 26q | HELD |
| Bank of New Hampshire | $464.8K | 2,095 | 0.10% | 22q | HELD |
| Versant Capital Management, Inc | $445.7K | 2,009 | 0.04% | 32q | +18.7%+$70.1K |
| Hummer Financial Advisory Services Inc | $442.8K | 1,986 | 0.29% | 28q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $364.1K | 1,641 | 0.00% | 18q | -19.4%-$87.6K |
| Hickory Point Bank & Trust | $363.4K | 1,638 | 0.22% | 8q | HELD |
| Legacy Private Trust Co. | $334.3K | 1,507 | 0.02% | 32q | HELD |
| Applied Capital LLC/FL | $327.5K | 1,476 | 0.13% | 16q | HELD |
| Decker Wealth Management LLC | $288.4K | 1,300 | 0.06% | 4q | HELD |
| Cooper Financial Group | $283.3K | 1,277 | 0.02% | 7q | -61.9%-$460.8K |
| Intelligence Driven Advisers, LLC | $278.7K | 1,256 | 0.05% | 2q | HELD |
| Adelphi Trust Co | $265.3K | 1,196 | 0.17% | 2q | +6.1%+$15.3K |
| Dakota Community Bank & Trust NA | $260.0K | 1,172 | 0.75% | 16q | -0.6%-$1.6K |
| CoreCap Advisors, LLC | $247.7K | 1,116 | 0.01% | 9q | -20.6%-$64.4K |
| SAPIENT CAPITAL LLC | $237.2K | 1,064 | 0.00% | 12q | -50.0%-$237.7K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $225.2K | 1,015 | 0.14% | 7q | HELD |
| Gladwyn Financial Advisors, Inc. | $216.6K | 976 | 0.14% | 6q | HELD |
| Acropolis Investment Management, LLC | $216.1K | 974 | 0.01% | 24q | -48.2%-$201.4K |
| Kaizen Financial Strategies | $214.5K | 967 | 0.08% | 2q | +5.5%+$11.1K |
| Factor Wealth Management LTD | $212.8K | 959 | 0.03% | new | NEW |
| CENTRAL BANK & TRUST CO | $210.1K | 947 | 0.03% | 32q | HELD |
| Paragon Capital Management Ltd | $207.0K | 933 | 0.04% | 2q | HELD |
| Rosenberg Matthew Hamilton | $172.2K | 776 | 0.03% | 27q | HELD |
| Planning Strategies Inc. | $156.6K | 706 | 0.09% | 2q | HELD |
| Byrne Asset Management LLC | $105.2K | 469 | 0.06% | 20q | HELD |
| Olistico Wealth, LLC | $72.8K | 328 | 0.03% | 4q | HELD |
| GK Wealth Management LLC | $68.2K | 307 | 0.04% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $63.9K | 288 | 0.02% | 5q | +36.5%+$17.1K |
| VALLEY WEALTH MANAGERS, INC. | $62.8K | 283 | 0.00% | 18q | HELD |
| FIRST COMMUNITY TRUST NA | $56.6K | 255 | 0.02% | 20q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $49.5K | 223 | 0.00% | 6q | -24.1%-$15.8K |
| ATWOOD & PALMER INC | $33.3K | 150 | 0.00% | 32q | HELD |
| Dorato Capital Management | $30.9K | 138 | 0.02% | 4q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $24.0K | 108 | 0.00% | 16q | +16.1%+$3.3K |
| Bullock Wealth Management Group | $18.6K | 83 | 0.01% | 9q | +84.4%+$8.5K |
| Mn Services Vermogensbeheer B.V. | $16.8K | 75,583 | 0.13% | 31q | HELD |
| Pacifica Partners Inc. | $11.2K | 50 | 0.00% | 3q | HELD |
| TOMPKINS FINANCIAL CORP | $9.8K | 44 | 0.00% | 31q | -22.8%-$2.9K |
| GoalVest Advisory LLC | $8.0K | 36 | 0.00% | new | NEW |
| Marquette Asset Management, LLC | $7.3K | 33 | 0.00% | 3q | -15.4%-$1.3K |
| Retirement Wealth Solutions LLC | $6.7K | 30 | 0.00% | 5q | -6.2% |
| CX Institutional | $2.7K | 12,392 | 0.07% | 32q | +3.1% |
| Trust Co | $666 | 3 | 0.00% | 10q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $222 | 1 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-11 | Rizzo Mario | Other | Sold | 56,225 | $14.9M ×2 |
| 2026-08-07 | Dugenske John E | Other | Sold | 32,996 | $8.9M ×3 |
| 2026-05-01 | Rizzo Mario | Other | Sold | 18,578 | $4.1M |
| 2026-06-01 | REDMOND ANDREA | Director | Sold | 2,225 | $451.5K |
| 2026-05-22 | Prindiville Mark Q | Other | Sold | 1,550 | $335.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 67 | $68.6M | 309,024 | 6 | 16 | 20 | 0.0% |
| Q2 2026 | 1,756 | $55.2B | 229,940,561 | 174 | 636 | 491 | 0.9% |
| Q1 2026 | 1,684 | $44.8B | 214,810,123 | 131 | 601 | 499 | 0.6% |
| Q4 2025 | 1,692 | $44.3B | 211,335,868 | 101 | 546 | 518 | 0.7% |
| Q3 2025 | 1,630 | $44.3B | 204,895,551 | 134 | 520 | 479 | 0.8% |
| Q2 2025 | 1,585 | $42.9B | 211,282,327 | 116 | 500 | 506 | 0.8% |
| Q1 2025 | 1,583 | $44.2B | 211,252,974 | 151 | 473 | 525 | 1.1% |
| Q4 2024 | 1,554 | $40.6B | 209,233,315 | 129 | 461 | 450 | 0.8% |
| Q3 2024 | 1,440 | $39.8B | 207,196,471 | 159 | 433 | 458 | 1.2% |
| Q2 2024 | 1,346 | $33.2B | 206,169,400 | 109 | 420 | 421 | 0.9% |
| Q1 2024 | 1,333 | $37.8B | 215,476,328 | 158 | 367 | 441 | 1.6% |
| Q4 2023 | 1,252 | $29.2B | 206,053,768 | 158 | 291 | 421 | 1.2% |
| Q3 2023 | 1,101 | $23.0B | 202,984,933 | 70 | 316 | 424 | 1.5% |
| Q2 2023 | 1,138 | $22.7B | 205,656,334 | 54 | 322 | 454 | 1.0% |
| Q1 2023 | 1,173 | $23.0B | 204,917,392 | 85 | 308 | 480 | 1.1% |
| Q4 2022 | 1,263 | $28.1B | 205,608,882 | 95 | 329 | 485 | 0.9% |
| Q3 2022 | 1,212 | $26.1B | 207,579,512 | 64 | 346 | 442 | 0.7% |
| Q2 2022 | 1,249 | $26.2B | 205,425,913 | 82 | 390 | 435 | 0.6% |
| Q1 2022 | 1,284 | $29.1B | 207,615,232 | 145 | 413 | 425 | 1.3% |
| Q4 2021 | 1,231 | $25.5B | 212,038,924 | 95 | 362 | 414 | 2.0% |
| Q3 2021 | 1,194 | $28.2B | 218,339,330 | 78 | 358 | 405 | 1.4% |
| Q2 2021 | 1,197 | $30.0B | 227,432,081 | 105 | 382 | 407 | 1.3% |
| Q1 2021 | 1,168 | $26.5B | 228,899,209 | 105 | 356 | 388 | 0.8% |
| Q4 2020 | 1,140 | $26.4B | 233,718,396 | 117 | 346 | 363 | 1.1% |
| Q3 2020 | 1,037 | $22.6B | 238,051,373 | 68 | 312 | 395 | 1.0% |
| Q2 2020 | 1,070 | $23.8B | 243,745,336 | 106 | 309 | 389 | 0.8% |
| Q1 2020 | 1,049 | $23.1B | 249,416,834 | 78 | 323 | 428 | 0.7% |
| Q4 2019 | 1,093 | $28.7B | 253,341,162 | 69 | 307 | 368 | 0.8% |
| Q3 2019 | 1,044 | $27.8B | 253,756,308 | 88 | 307 | 360 | 0.8% |
| Q2 2019 | 1,011 | $28.0B | 272,303,354 | 90 | 282 | 370 | 1.3% |
| Q1 2019 | 1,005 | $24.8B | 260,530,582 | 79 | 281 | 371 | 1.2% |
| Q4 2018 | 982 | $22.9B | 273,425,607 | 10 | 15 | 15 | 1.7% |