🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Allegion plc

ALLE Industrials
$164.78 $-1.66 (-1.00%)
Market Cap: $14.01 B
Gurus Holding
9
Popularity Rank
#595
% of Shares Held
1.93%
Net Activity (Q2 2026)
-$55.53 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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $270.02 M.

Top institutional holders include Cliff Asness and Jefferies Group.

Institutional sentiment is currently Bearish. This is evidenced by a $55.53 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 250.0%. Conversely, Paul Tudor Jones reduced exposure by 39.9%.

Key Holders

Top 5 by Value

$67.62 M
$48.73 M
$45.86 M
$33.28 M
$23.22 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$15.13 M
Total Buy Value
New Buys 0
Additions 3
-$70.65 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
3

FAQs for Allegion plc (ALLE)

Major holders include Cliff Asness ($67.62 M), Jefferies Group ($48.73 M), Joel Greenblatt ($45.86 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.64 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $55.53 M, with 3 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 $70.65 M.

Yes, 0 managers opened new positions in ALLE, and 3 increased their existing holdings. The total reported buy value was $15.13 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Reduce -37.6% 485,172 $67.62 M Q2 2026
0.33% New Buy 335,391 $48.73 M Q1 2026
0.11% Add 36.3% 326,444 $45.86 M Q2 2026
0.05% Reduce -39.9% 236,874 $33.28 M Q2 2026
0.05% Add 14.3% 165,269 $23.22 M Q2 2026
0.02% Reduce -24.0% 82,906 $11.65 M Q2 2026
0.06% Reduce -2.3% 3,323 $466,848 Q2 2026
0.00% 3,249 $456,452 Q2 2026
0.00% Add 250.0% 63 $8,798 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form