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Allegion plc

ALLE Industrials
$138.02 +$0.65 (0.47%)
Market Cap: $11.86 B
Gurus Holding
12
Popularity Rank
#229
% of Shares Held
3.34%
Net Activity (Q4 2025)
-$24.94 M

Guru Ownership Trend

Guru Analysis for Allegion plc (ALLE)

Allegion plc (ALLE), a key player in the Industrials sector, continues to attract institutional attention.

As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $396.37 M.

Top institutional holders include Cliff Asness and Warren Buffett.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $24.94 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 367.8%. Conversely, Manning & Napier Group reduced exposure by 60.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$47.61 M
Total Buy Value
New Buys 2
Additions 4
-$72.55 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
6

FAQs for Allegion plc (ALLE)

Major holders include Cliff Asness ($138.26 M), Warren Buffett ($124.21 M), Jefferies Group ($48.73 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 2.87 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $24.94 M, with 6 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited ALLE. The total reported sell value was $72.55 M.

Yes, 2 managers opened new positions in ALLE, and 4 increased their existing holdings. The total reported buy value was $47.61 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Reduce -1.9% 868,388 $138.26 M Q4 2025
0.05% 780,133 $124.21 M Q4 2025
0.33% New Buy 335,391 $48.73 M Q1 2026
0.06% Add 69.1% 232,400 $37 M Q4 2025
0.06% Add 367.8% 200,028 $31.85 M Q4 2025
0.08% Reduce -43.8% 196,039 $31.21 M Q4 2025
0.09% Add 24.3% 162,995 $25.95 M Q4 2025
0.04% Add 0.3% 75,076 $11.95 M Q4 2025
0.57% New Buy 14,700 $2.34 M Q4 2025
0.08% Reduce -3.7% 3,401 $541,507 Q4 2025
0.00% Reduce -1.0% 3,249 $517,306 Q4 2025
0.00% Reduce -60.0% 18 $2,572 Q1 2026
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