Who owns ALLE (ALLE)
Which tracked institutional funds hold ALLE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ALLE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
111 tracked funds added or opened ALLE while 244 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ALLE’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes ALLE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ALLE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 760 tracked filers holding ALLE, 352 increased or opened the position and 398 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ALLE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 31
- VANGUARD CAPITAL MANAGEMENT LLC$814M
- VANGUARD PORTFOLIO MANAGEMENT LLC$667M
- VANGUARD FIDUCIARY TRUST CO$70M
- Jefferies Financial Group Inc.$49M
- Eurizon Capital SGR S.p.A.$48M
- FIFTHDELTA Ltd$37M
Full exits 41
- VANGUARD GROUP INC$1.7B
- BERKSHIRE HATHAWAY INC$124M
- Clark Capital Management Group, Inc.$60M
- Alyeska Investment Group, L.P.$58M
- Qube Research & Technologies Ltd$47M
- SG Americas Securities, LLC$31M
Largest adds
- Vontobel Holding Ltd.$153M
- IFM Investors Pty Ltd$69M
- Thrivent Financial for Lutherans$58M
- FRANKLIN RESOURCES INC$56M
- Invesco Ltd.$47M
- UBS Group AG$47M
Largest trims
- BlackRock, Inc.$369M
- Pacer Advisors, Inc.$130M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$115M
- Boston Partners$89M
- STATE STREET CORP$54M
- MILLENNIUM MANAGEMENT LLC$46M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,604,778 | $814M | 6.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 4,673,996 | $679M | 5.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,591,457 | $667M | 5.2% | 2026-Q1 |
| Boston Partners trimmed | 4,447,284 | $646M | 5.1% | 2026-Q1 |
| STATE STREET CORP added | 4,270,714 | $621M | 4.9% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 3,635,268 | $528M | 4.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,787,781 | $404M | 3.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,514,117 | $371M | 2.9% | 2026-Q1 |
| BROWN ADVISORY INC added | 1,942,601 | $282M | 2.2% | 2026-Q1 |
| Invesco Ltd. added | 1,863,972 | $271M | 2.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,320,844 | $192M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 1,265,984 | $184M | 1.4% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,267,678 | $181M | 1.4% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 1,231,858 | $179M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,131,902 | $164M | 1.3% | 2026-Q1 |
| Vontobel Holding Ltd. added | 1,126,509 | $164M | 1.3% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ added | 1,033,019 | $150M | 1.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 965,130 | $140M | 1.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 853,222 | $124M | 1.0% | 2026-Q1 |
| HAWK RIDGE CAPITAL MANAGEMENT LP added | 802,807 | $117M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 772,805 | $112M | 0.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 776,092 | $111M | 0.9% | 2026-Q1 |
| UBS Group AG added | 742,204 | $108M | 0.8% | 2026-Q1 |
| NORGES BANK trimmed | 795,743 | $104M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 676,785 | $98M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 676,003 | $97M | 0.8% | 2026-Q1 |
| FMR LLC added | 652,567 | $95M | 0.7% | 2026-Q1 |
| COOKE & BIELER LP added | 629,820 | $92M | 0.7% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 620,422 | $90M | 0.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 608,007 | $88M | 0.7% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 599,326 | $87M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 583,004 | $85M | 0.7% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 577,757 | $84M | 0.7% | 2026-Q1 |
| Boston Trust Walden Corp added | 566,792 | $82M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 542,132 | $79M | 0.6% | 2026-Q1 |
| Amundi added | 541,600 | $79M | 0.6% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 532,345 | $77M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 514,326 | $75M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 501,079 | $73M | 0.6% | 2026-Q1 |
| FIL Ltd added | 499,259 | $73M | 0.6% | 2026-Q1 |
| IFM Investors Pty Ltd added | 355,233 | $71M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 483,911 | $70M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 460,982 | $67M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 432,996 | $63M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 422,902 | $61M | 0.5% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 404,905 | $59M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 399,635 | $58M | 0.5% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 393,773 | $57M | 0.4% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 376,750 | $55M | 0.4% | 2026-Q1 |
| C Partners Holding GmbH | 352,279 | $51M | 0.4% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 335,391 | $49M | 0.4% | 2026-Q1 |
| Eurizon Capital SGR S.p.A. new | 328,223 | $48M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 326,091 | $47M | 0.4% | 2026-Q1 |
| GW&K Investment Management, LLC added | 321,103 | $47M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 317,797 | $46M | 0.4% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 315,310 | $46M | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC added | 280,382 | $41M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 270,147 | $39M | 0.3% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 269,719 | $39M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 243,789 | $39M | 0.3% | 2026-Q1 |
| Sone Capital Management, LLC added | 266,044 | $39M | 0.3% | 2026-Q1 |
| Man Group plc trimmed | 253,749 | $37M | 0.3% | 2026-Q1 |
| SNYDER CAPITAL MANAGEMENT L P added | 252,865 | $37M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 252,400 | $37M | 0.3% | 2026-Q1 |
| FIFTHDELTA Ltd new | 251,719 | $37M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 244,832 | $36M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 239,455 | $35M | 0.3% | 2026-Q1 |
| KBC Group NV added | 230,745 | $34M | 0.3% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 225,755 | $33M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 220,358 | $32M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 214,925 | $31M | 0.2% | 2026-Q1 |
| Ninety One North America, Inc. added | 210,506 | $31M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 198,852 | $29M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 197,437 | $29M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 193,108 | $28M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 189,210 | $27M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 187,770 | $27M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 186,998 | $27M | 0.2% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 185,886 | $27M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 185,709 | $27M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 185,327 | $27M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 175,098 | $25M | 0.2% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 173,860 | $25M | 0.2% | 2026-Q1 |
| BAHL & GAYNOR INC added | 171,657 | $25M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 166,720 | $24M | 0.2% | 2026-Q1 |
| Regents Gate Capital LLP added | 165,622 | $24M | 0.2% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 157,431 | $23M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 155,562 | $23M | 0.2% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 153,511 | $22M | 0.2% | 2026-Q1 |
| RIT CAPITAL PARTNERS PLC new | 150,000 | $22M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,421,192 | $1.7B | 13.0% | 2025-Q4 stale |
| BERKSHIRE HATHAWAY INC | 780,133 | $124M | 1.0% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 444,287 | $79M | 0.6% | 2025-Q3 stale |
| Clark Capital Management Group, Inc. added | 379,835 | $60M | 0.5% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. trimmed | 362,955 | $58M | 0.5% | 2025-Q4 stale |
| AXA S.A. added | 367,364 | $53M | 0.4% | 2025-Q2 stale |
| Qube Research & Technologies Ltd added | 295,418 | $47M | 0.4% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 200,670 | $36M | 0.3% | 2025-Q3 stale |
| SG Americas Securities, LLC added | 193,651 | $31M | 0.2% | 2025-Q4 stale |
| HRT FINANCIAL LP trimmed | 144,328 | $23M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.