§ MACHINERY
USD · MachineryALSN
ALLISON TRANSMISSION HOLDING
USDSector · MachineryBeta · 0.99
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
268 increased/new, 230 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 15.6 | P/B | 4.36 |
| EPS (TTM) | 7.32 | Dividend | 1.01% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 12.5M | 0.1% | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | n/a | n/a |
| BlackRock, Inc. | 3.8M | 0.0% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.7M | n/a | n/a |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3.4M | 1.3% | n/a |
| Boston Partners | 2.9M | 0.4% | +23% |
◇ AC INTELLIGENCE
Top institutional owners for ALSN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER44.8% · 434 holders
QUALITY / COMPOUNDER23.9% · 27 holders
PASSIVE / INDEX12.1% · 9 holders
DEALER / BANK9.8% · 39 holders
DEEP VALUE8.2% · 4 holders
SYSTEMATIC / QUANT5.2% · 8 holders
TACTICAL / MACRO1.9% · 5 holders
INCOME / DEFENSIVE1.3% · 25 holders
ACTIVIST0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ALSN in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ALSN yet.