Vanguard Portfolio Management (ALSN) discloses 4.82% beneficial stake in Allison Transmission
Rhea-AI Filing Summary
Vanguard Portfolio Management LLC filed an amended ownership report for Allison Transmission Holdings Inc. as of June 30, 2026. Vanguard reports beneficial ownership of 4,000,079 shares of common stock, representing 4.82% of the class. It has sole voting power over 14,535 shares and sole dispositive power over 4,000,079 shares, with no shared voting or dispositive power. The position reflects securities held by Vanguard Portfolio Management LLC and specified affiliates and funds, and no other single person has an interest in more than 5% of the class through these holdings.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 4,000,079 shares
Percent of class: 4.82%
Sole voting power: 14,535 shares
+3 more
6 metrics
Beneficially owned shares
4,000,079 shares
Common stock beneficially owned as of 06/30/2026
Percent of class
4.82%
Percentage of Allison Transmission common stock class
Sole voting power
14,535 shares
Shares for which Vanguard can solely vote or direct the vote
Shared voting power
0 shares
Shares with shared power to vote or direct the vote
Sole dispositive power
4,000,079 shares
Shares for which Vanguard has sole power to dispose or direct disposition
Shared dispositive power
0 shares
Shares with shared power to dispose or direct disposition
Key Terms
beneficially owned, Sole Voting Power, Sole Dispositive Power, disaggregated, +1 more
5 terms
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power financial
"5 | Sole Voting Power 14,535.00 6 | Shared Voting Power 0.00"
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.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 4,000,079.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
disaggregated financial
"whose ownership of securities is disaggregated from that of the reporting business unit"
Investment Company Act of 1940 regulatory
"investment companies registered under the Investment Company Act of 1940 and other managed accounts"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Allison Transmission (ALSN) does Vanguard Portfolio Management own?
Vanguard Portfolio Management reports owning 4.82% of Allison Transmission’s common stock. This percentage reflects shares beneficially owned or deemed beneficially owned by Vanguard Portfolio Management LLC and specified affiliates and business divisions.
How much voting power does Vanguard have in Allison Transmission (ALSN)?
Vanguard Portfolio Management has sole voting power over 14,535 ALSN shares and no shared voting power. Its dispositive power is larger, as it can direct the disposition of 4,000,079 shares without shared authority.
Is Vanguard a 5% or greater holder of Allison Transmission (ALSN)?
Vanguard Portfolio Management reports ownership of 4.82% of ALSN, which is 5 percent or less of the class. The filing states that no other single person’s interest through these holdings exceeds 5% of the class.
Who signed the Vanguard ownership report for Allison Transmission (ALSN)?
The report was signed by My Trieu-Gatt, identified as Authorized Signatory, Head of Global Fund Administration, on July 31, 2026, certifying the information regarding Vanguard Portfolio Management’s beneficial ownership.