Boston Partners (ALLE) discloses 4.45M-share, 5.18% Allegion plc position
Rhea-AI Filing Summary
Boston Partners reports beneficial ownership of 4,451,621.9 shares of Allegion plc common stock on a Schedule 13G/A (Amendment No. 4), representing 5.18% of the class as of 06/30/2026. Boston Partners has sole voting power over 3,714,811 shares and sole dispositive power over 4,451,621.9 shares, with no shared voting or dispositive power.
The position is held in discretionary accounts of certain clients, and Boston Partners may be deemed a beneficial owner under Rule 13d-3. To its knowledge, no other person has rights to dividends or sale proceeds on more than 5% of Allegion’s common stock referenced.
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Key Figures
Beneficial ownership: 4,451,621.9 shares
Percent of class: 5.18%
Sole voting power: 3,714,811 shares
+4 more
7 metrics
Beneficial ownership
4,451,621.9 shares
Common stock of Allegion plc beneficially owned by Boston Partners as of 06/30/2026
Percent of class
5.18%
Portion of Allegion plc common stock class reported as beneficially owned
Sole voting power
3,714,811 shares
Shares of Allegion plc over which Boston Partners has sole power to vote
Shared voting power
0
Shares of Allegion plc over which Boston Partners has shared voting power
Sole dispositive power
4,451,621.9 shares
Shares over which Boston Partners has sole power to dispose or direct disposition
Shared dispositive power
0
Shares over which Boston Partners has shared power to dispose or direct disposition
Reporting date
06/30/2026
Date as of which the Allegion plc share ownership is reported
Key Terms
beneficial owner, sole voting power, dispositive power, Schedule 13G, +1 more
5 terms
beneficial owner regulatory
"Boston Partners may be deemed to be a beneficial owner of such Common Stock."
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole voting power financial
"Sole Voting Power 3,714,811.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
dispositive power financial
"Sole Dispositive Power 4,451,621.90"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Schedule 13G regulatory
"This Schedule is being filed with respect to 4,451,621.9 shares of Allegion plc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
discretionary account financial
"held by Boston Partners on 06/30/2026 for the discretionary account of certain clients."
An account in which the account holder gives a broker or advisor authority to buy and sell securities on their behalf without asking for permission for each trade. Like handing someone the keys to your car to run errands, it lets a professional act quickly and make ongoing decisions for you; this matters to investors because it changes who controls trade timing, affects fees and tax reporting, and shifts responsibility for execution and record-keeping.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Allegion plc (ALLE) does Boston Partners report owning?
Boston Partners reports beneficial ownership of 5.18% of Allegion plc’s common stock. This stake, disclosed as of 06/30/2026, is based on 4,451,621.9 shares held for discretionary client accounts.