Among active 13F managers last quarter, 4 opened and 28 added, while 18 reduced; the largest holder to move was Boston Partners (−3.6%). Over the last 180 days, 6 insiders sold and 1 insider bought, a net -$2.4M in open-market trades.
The legs disagree, or only one of them leans.
653 tracked 13F filers disclose a position in ALLE as of the latest SEC 13F filings, a combined $11.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.8M | $956.3M | ▲+2.9% Added · +189K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 5.6M | $789.8M | ▲+0.3% Added · +17K sh | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 5.0M | $695.9M | ▲+7.9% Added · +362K sh | Q2 2026 | |
| 4 | Boston Partners | 4.4M | $645.7M | ▼−3.6% Reduced · −166K sh | Q1 2026 | |
| 5 | State Street Corp | 4.3M | $610.3M | ▲+1.7% Added · +73K sh | Q2 2026 | |
| 6 | Kayne Anderson Rudnick Investment Management LLC | 3.4M | $476.3M | ▼−6.7% Reduced · −245K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 2.9M | $405.6M | ▲+3.9% Added · +108K sh | Q2 2026 | |
| 8 | Massachusetts Financial Services Co | 2.5M | $371.2M | ▼−3.0% Reduced · −79K sh | Q1 2026 | |
| 9 | Brown Advisory Inc | 1.9M | $282.2M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 10 | FMR LLC | 1.3M | $188.6M | ▲+96% Added · +658K sh | Q2 2026 | |
| 11 | Deutsche Bank AG | 1.3M | $191.9M | ▲+8.2% Added · +100K sh | Q1 2026 | |
| 12 | Nordea Investment Management AB | 1.3M | $181.0M | ▼−4.4% Reduced · −58K sh | Q1 2026 | |
| 13 | Morgan Stanley | 1.3M | $183.9M | ▲+4.7% Added · +56K sh | Q1 2026 | |
| 14 | Vontobel Holding Ltd. | 1.2M | $172.7M | ▲+9.1% Added · +103K sh | Q2 2026 | |
| 15 | Northern Trust Corp | 1.1M | $164.5M | ▼−2.4% Reduced · −28K sh | Q1 2026 | |
| 16 | Fiduciary Management Inc | 1.0M | $150.1M | ▲+1.7% Added · +17K sh | Q1 2026 | |
| 17 | Hawk Ridge Capital Management LP | 1.0M | $143.0M | ▲+27% Added · +215K sh | Q2 2026 | |
| 18 | Franklin Templeton Inc | 965K | $140.2M | ▲+82% Added · +436K sh | Q1 2026 | |
| 19 | Menora Mivtachim Holdings LTD. | 855K | $120.1M | ▲New +855K sh | Q2 2026 | |
| 20 | Dimensional Fund Advisors LP | 853K | $124.0M | ▲+1.6% Added · +13K sh | Q1 2026 | |
| 21 | Norges Bank | 826K | $131.5M | ▲+8.4% Added · +64K sh | Q4 2025 | |
| 22 | AQR Capital Management LLC | 777K | $111.4M | ▼−10% Reduced · −91K sh | Q1 2026 | |
| 23 | Charles Schwab Investment Management Inc | 773K | $112.3M | ▲+2.0% Added · +15K sh | Q1 2026 | |
| 24 | UBS Group AG | 742K | $107.8M | ▲+94% Added · +360K sh | Q1 2026 | |
| 25 | Wells Fargo & Company | 677K | $98.3M | ▼−5.2% Reduced · −37K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in ALLE and 28 added to an existing one, while 18 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 385 funds | $287.9B |
| Nvidia CorpNVDA | 383 funds | $447.6B |
| Alphabet Inc-CL AGOOGL | 380 funds | $202.9B |
| Amazon.com IncAMZN | 377 funds | $217.0B |
| Meta Platforms Inc-Class AMETA | 375 funds | $119.4B |
| JPMorgan Chase & CoJPM | 374 funds | $76.1B |
| Visa Inc-Class A SharesV | 373 funds | $71.8B |
| Apple IncAAPL | 370 funds | $323.3B |
| Mastercard Inc - AMA | 370 funds | $61.7B |
| Eli Lilly & CoLLY | 368 funds | $89.5B |
| Alphabet Inc-CL CGOOG | 367 funds | $134.6B |
| Johnson & JohnsonJNJ | 363 funds | $59.7B |
Ranked by how many of ALLE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ALLE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | Mizell Steven | Director | Buy (P) | 170 | $27K |
| Aug 18, 2026 | Ilardi David S. | President-Amer & SVP-Allegion | Sell (S) | 549 | $88K |
| Aug 6, 2026 | Wenos Vincent | SVP - Chief Technology Officer | Sell (S) | 1K | $168K |
| Jul 27, 2026 | Eckersley Timothy P | President-Intl & SVP-Allegion | Sell (S) | 6K | $1.0M |
| Jul 23, 2026 | Wagnes Michael J. | SVP and CFO | Sell (S) 2 lots, same day | 3K | $481K |
| Jul 23, 2026 | Musial Nickolas A. | VP, Controller & CAO | Sell (S) | 687 | $106K |
| May 7, 2026 | Martens Robert C. | SVP-Chief Innovation & Design | Sell (S) | 4K | $548K |
| Mar 11, 2026 | Main Sue | Director | Buy (P) 3 lots, same day | 2K | $299K |
| Feb 19, 2026 | Mizell Steven | Director | Sell (S) | 1K | $162K |
| Feb 18, 2026 | Mizell Steven | Director | Sell (S) | 400 | $66K |
| Nov 25, 2025 | Peters Lauren B | Director | Buy (P) | 2K | $265K |
| Aug 7, 2025 | Eckersley Timothy P | SVP - Allegion International | Sell (S) 2 lots, same day | 11K | $1.8M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 53 | 39 | – |
Insiders Form 4 open-market | 1 | 6 | -$2.4M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for ALLE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ALLE/capital-change-brief"
Use Arkolith's capital_change_brief for ALLE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ALLE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.