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Allegion plc

ALLE Industrials
$139.71 +$2.71 (1.98%)
Market Cap: $12.01 B
Gurus Holding
11
Popularity Rank
#293
% of Shares Held
2.37%
Net Activity (Q1 2026)
-$83.5 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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $284.35 M.

Top institutional holders include Cliff Asness and Paul Tudor Jones.

Institutional sentiment is currently Bearish. This is evidenced by a $83.5 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Ray Dalio reduced exposure by 89.4%.

Key Holders

Top 5 by Value

$111.37 M
$57.21 M
$48.73 M
$34.79 M
$21.01 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$88.9 M
Total Buy Value
New Buys 1
Additions 3
-$172.41 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for Allegion plc (ALLE)

Major holders include Cliff Asness ($111.37 M), Paul Tudor Jones ($57.21 M), Jefferies Group ($48.73 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.04 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $83.5 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited ALLE. The total reported sell value was $172.41 M.

Yes, 1 managers opened new positions in ALLE, and 3 increased their existing holdings. The total reported buy value was $88.9 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Reduce -10.5% 777,237 $111.37 M Q1 2026
0.11% Add 96.9% 393,773 $57.21 M Q1 2026
0.33% New Buy 335,391 $48.73 M Q1 2026
0.11% Add 46.9% 239,455 $34.79 M Q1 2026
0.05% Reduce -26.2% 144,640 $21.01 M Q1 2026
0.02% Reduce -53.1% 109,100 $15.85 M Q1 2026
0.66% Add 42.9% 21,000 $3.05 M Q1 2026
0.01% Reduce -89.4% 7,993 $1.16 M Q1 2026
0.07% 3,401 $494,131 Q1 2026
0.00% 3,249 $472,047 Q1 2026
0.00% Reduce -60.0% 18 $2,572 Q1 2026
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Value
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SEC Form