| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | $421.9M | +0.8% | 4.512% | 0.01% |
| 5 | Boston Partners | 3.2M | $358.2M | +11.2% | 3.830% | 0.32% |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.6M | $295.6M | -22.8% | 3.162% | 0.81% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $228.7M | -8.0% | 2.445% | 0.01% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 1.9M | $218.6M | -14.2% | 2.338% | 0.30% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $216.2M | +0.8% | 2.312% | 0.04% |
| 10 | LONDON CO OF VIRGINIA | 1.8M | $205.7M | -4.2% | 2.200% | 1.17% |
| 11 | FIRST TRUST ADVISORS LP | 1.8M | $203.7M | -10.8% | 2.178% | 0.12% |
| 12 | STATE STREET CORP | 1.5M | $173.4M | +1.0% | 1.855% | 0.00% |
| 13 | WASATCH ADVISORS LP | 1.5M | $170.3M | +105.7% | 1.821% | 1.11% |
| 14 | Stockbridge Partners LLC | 1.5M | $169.1M | +45.6% | 1.809% | 3.56% |
| 15 | BANK OF MONTREAL /CAN/ | 1.4M | $153.9M | -12.1% | 1.646% | 0.05% |
| 16 | NORGES BANK | 1.3M | $141.5M | — | 1.514% | 0.01% |
| 17 | FEDERATED HERMES, INC. | 1.2M | $139.4M | -0.4% | 1.491% | 0.20% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 1.1M | $127.4M | -8.5% | 1.363% | 0.04% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 877K | $98.9M | -0.8% | 1.058% | 0.01% |
| 20 | MORGAN STANLEY | 852K | $96.0M | +29.2% | 1.027% | 0.01% |
| 21 | Capital International Investors | 846K | $95.4M | — | 1.020% | 0.02% |
| 22 | CAPTRUST FINANCIAL ADVISORS | 825K | $93.1M | +1.2% | 0.995% | 0.14% |
| 23 | Qube Research & Technologies Ltd | 825K | $93.0M | +63.4% | 0.994% | 0.09% |
| 24 | Quantinno Capital Management LP | 767K | $86.5M | -11.6% | 0.925% | 0.10% |
| 25 | FIFTHDELTA Ltd | 760K | $85.7M | +64.3% | 0.917% | 10.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ALSN — a direct measure of their conviction.
| 96.03% |
| 1.10 pp |
| $7.13B |
| 14% |
| Q4 2024 | 528 | +11% | 97.13% | +2.36 pp | $8.29B | +12% |
| Q3 2024 | 475 | — | 94.77% | — | $7.39B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
73 institutions opened new positions in ALSN during Q2 2026, while 56 fully exited. 127 added to existing positions and 350 trimmed.
ALSN institutional ownership rose by 1.86 percentage points quarter-over-quarter, with a net change of +18 holders.
The top 10 institutions account for 46.0% of all reported 13F value in ALSN, and the top 25 account for 66.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Allison Transmission Holdings, Inc. (ALSN) Institutional Ownership