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Boston Partners (ALLE) discloses 4.45M-share, 5.18% Allegion plc position

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

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.

Positive

  • None.

Negative

  • None.
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
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.

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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.

How many Allegion plc (ALLE) shares does Boston Partners beneficially own?

Boston Partners beneficially owns 4,451,621.9 shares of Allegion plc common stock. These shares are held in discretionary accounts for certain clients, with Boston Partners potentially deemed the beneficial owner under Rule 13d-3.

What voting power does Boston Partners have over Allegion plc (ALLE) shares?

Boston Partners has sole voting power over 3,714,811 shares of Allegion plc and no shared voting power. It also holds sole dispositive power over 4,451,621.9 shares of the company’s common stock.

Does any other person control more than 5% of Allegion plc (ALLE) shares held by Boston Partners?

According to the disclosure, no other person is known by Boston Partners to have the right to receive dividends or sale proceeds from Allegion stock representing more than 5% of the outstanding common shares referenced.

In what capacity does Boston Partners hold Allegion plc (ALLE) shares?

Boston Partners holds Allegion plc common stock in discretionary accounts for certain clients. Based on Rule 13d-3, this structure means Boston Partners may be deemed the beneficial owner of those 4,451,621.9 shares.





G0176J109

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Boston Partners
Signature:/s/ Ali Farooqi
Name/Title:Ali Farooqi / Senior Compliance Manager
Date:08/03/2026