STOCK TITAN

Vanguard reports 4.21M shares in Allison Transmission (NYSE: ALSN)

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Vanguard Portfolio Management reported beneficial ownership of 4,210,532 shares of Allison Transmission Holdings Inc Common Stock, representing 5.06% of the class as reported in a Schedule 13G. The filing states Vanguard has 21,621 shares of sole voting power and 4,210,532 shares of sole dispositive power. The filing attributes holdings to Vanguard Portfolio Management LLC and affiliated divisions and notes holdings include securities held for Vanguard funds and managed accounts.

Positive

  • None.

Negative

  • None.

Insights

Large passive stake disclosed: Vanguard holds 5.06% of Allison Transmission common stock.

Vanguard Portfolio Management reports beneficial ownership of 4,210,532 shares, equal to 5.06% of the class as of the filing. The filing signals an institutional-long position typically held across mutual funds and managed accounts rather than an active control stake.

Key dependencies include fund-level allocation choices and any future Schedule 13 filings that would update percentage or voting power; subsequent filings would show changes driven by portfolio rebalancing.

Voting authority is limited relative to dispositive power.

The filing shows 21,621 shares of sole voting power versus 4,210,532 shares of sole dispositive power, indicating Vanguard controls disposition decisions for funds/accounts but typically does not exercise substantial direct voting control across the full position.

Watch for proxy-season disclosures or additional filings that would reveal whether voting arrangements change or whether any affiliate claims greater voting influence.

Beneficial ownership 4,210,532 shares Schedule 13G reported amount
Percent of class 5.06% Percent of class reported on Schedule 13G
Sole voting power 21,621 shares Sole power to vote reported in Item 4
Sole dispositive power 4,210,532 shares Sole power to dispose reported in Item 4
Filing type Schedule 13G Form type reported in metadata
beneficially owned regulatory
"reflects the securities beneficially owned, or deemed to be beneficially owned"
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 dispositive power financial
"Sole power to dispose or to direct the disposition of: 4210532"
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.
Schedule 13G regulatory
"Item 1. Name of issuer: Allison Transmission Holdings Inc"
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.
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
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.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What stake does Vanguard report in Allison Transmission (ALSN)?

Vanguard Portfolio Management reported 4,210,532 shares, equal to 5.06% of Allison Transmission common stock. The ownership is reported on a Schedule 13G and reflects holdings across Vanguard funds and managed accounts.

Does Vanguard have voting control over its Allison Transmission shares?

Vanguard reports 21,621 shares of sole voting power and 4,210,532 shares of sole dispositive power. This indicates dispositive authority over sales but limited sole voting power relative to total holdings.

Was Vanguard's filing for Allison Transmission an active purchase disclosure?

The filing is a Schedule 13G reporting beneficial ownership of 5.06%; Schedule 13G filings typically reflect passive or institutional holdings rather than an active acquisition statement.

Who at Vanguard signed the Schedule 13G for ALSN?

Ashley Grim, Head of Global Fund Administration, signed the filing. The signature indicates the filing was made on behalf of Vanguard Portfolio Management and affiliated divisions.

Do Vanguard's holdings include Vanguard fund shares?

Yes. The filing states the reported 4,210,532 shares include securities held by Vanguard funds and managed accounts over which Vanguard Portfolio Management or affiliates exercise dispositive power.





01973R101

(CUSIP Number)
03/31/2026

(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




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/28/2026