TRANE TECHNOLOGIES PLC (TT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
85
Reporting holders
$223.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,740
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Fenimore Asset Management Inc | $137.3M | 303,706 | 3.01% | 27q | -6.8%-$10.0M |
| Breakwater Capital Group | $5.8M | 12,848 | 0.69% | 16q | +1.6%+$92.7K |
| Shelter Rock Management, LLC | $5.1M | 11,127 | 4.76% | 4q | -1.2%-$63.4K |
| PARK NATIONAL CORP /OH/ | $5.0M | 11,036 | 0.14% | 27q | -3.4%-$175.4K |
| Farther Finance Advisors, LLC | $4.9M | 10,878 | 0.03% | 16q | +2.5%+$121.1K |
| Stokes Capital Advisors, LLC | $4.2M | 9,375 | 0.93% | 6q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $4.2M | 9,306 | 0.36% | 15q | -3.3%-$142.4K |
| Monument Capital Management | $3.7M | 8,258 | 0.78% | 11q | +4.2%+$150.1K |
| GAMMA Investing LLC | $3.6M | 7,884 | 0.12% | 12q | -0.5%-$18.5K |
| ARGUS INVESTORS' COUNSEL, INC. | $3.5M | 7,637 | 2.68% | 12q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $3.3M | 7,302 | 0.79% | 8q | HELD |
| Montecito Bank & Trust | $3.1M | 6,878 | 0.47% | 26q | +2.4%+$72.3K |
| CoreCap Advisors, LLC | $2.7M | 6,004 | 0.08% | 11q | +1.4%+$38.4K |
| Bank of New Hampshire | $2.4M | 5,379 | 0.52% | 22q | -1.4%-$35.3K |
| Partnership Wealth Management, LLC | $2.4M | 5,250 | 1.69% | 12q | HELD |
| ARGENT CAPITAL MANAGEMENT LLC | $2.2M | 4,878 | 0.07% | 27q | -3.2%-$72.3K |
| Wedmont Private Capital | $1.8M | 3,809 | 0.04% | 16q | +12.6%+$200.2K |
| Grove Bank & Trust | $1.7M | 3,789 | 0.17% | 27q | HELD |
| Apella Capital, LLC | $1.5M | 3,194 | 0.02% | 24q | -7.1%-$114.5K |
| Everhart Financial Group, Inc. | $1.5M | 3,280 | 0.09% | 12q | +1.3%+$19.4K |
| Venture Visionary Partners LLC | $1.3M | 2,928 | 0.03% | 24q | -13.3%-$202.9K |
| SAPIENT CAPITAL LLC | $1.2M | 2,559 | 0.02% | 12q | -50.1%-$1.2M |
| CYPRESS ASSET MANAGEMENT INC/TX | $1.1M | 2,535 | 0.23% | 25q | -3.4%-$40.7K |
| Coastline Trust Co | $1.1M | 2,417 | 0.10% | 27q | -2.3%-$25.8K |
| VALLEY WEALTH MANAGERS, INC. | $878.6K | 1,944 | 0.05% | 10q | +5.1%+$42.9K |
| TILIA FIDUCIARY PARTNERS, INC. | $875.0K | 1,936 | 0.20% | 20q | +88.1%+$409.9K |
| Great Waters Wealth Management | $835.7K | 1,849 | 0.08% | 6q | HELD |
| STABLEFORD CAPITAL II LLC | $831.2K | 1,839 | 0.29% | 2q | -0.6%-$5.0K |
| Valeo Financial Advisors, LLC | $717.7K | 1,588 | 0.02% | 14q | +30.8%+$169.0K |
| Vann Equity Management LLC | $695.3K | 1,538 | 0.41% | 3q | +1.0%+$6.8K |
| Avidian Wealth Enterprises, LLC | $669.9K | 1,482 | 0.02% | 6q | +3.3%+$21.7K |
| Acropolis Investment Management, LLC | $628.7K | 1,391 | 0.03% | 27q | -50.5%-$641.4K |
| Wealth Science Advisors LLC | $592.1K | 1,310 | 0.25% | 4q | HELD |
| Bath Savings Trust Co | $585.8K | 1,297 | 0.06% | 16q | -1.9%-$11.3K |
| First Heartland Consultants, Inc. | $556.4K | 1,231 | 0.04% | 2q | +119.0%+$302.4K |
| Dorato Capital Management | $533.7K | 1,142 | 0.36% | 4q | HELD |
| YHB Investment Advisors, Inc. | $508.0K | 1,124 | 0.03% | 11q | +47.9%+$164.5K |
| First Citizens Financial Corp | $443.4K | 981 | 0.19% | 9q | -2.1%-$9.5K |
| Versant Capital Management, Inc | $434.4K | 961 | 0.04% | 27q | -7.9%-$37.1K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $432.1K | 956 | 0.03% | 26q | HELD |
| Stonebridge Financial Group, LLC | $386.0K | 854 | 0.03% | 8q | -4.2%-$16.7K |
| MassMutual Private Wealth & Trust, FSB | $367.0K | 812 | 0.01% | 26q | -5.7%-$22.1K |
| Ballew Advisors, Inc | $365.1K | 787 | 0.18% | 13q | -15.1%-$64.9K |
| Capital Advisors Wealth Management, LLC | $364.7K | 807 | 0.04% | 7q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $355.7K | 787 | 0.07% | 16q | -4.4%-$16.3K |
| Buska Wealth Management, LLC | $345.3K | 764 | 0.12% | 7q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $341.4K | 755 | 0.07% | 9q | +0.9%+$3.2K |
| TrueWealth Advisors, LLC | $327.7K | 725 | 0.07% | 5q | -64.2%-$587.1K |
| ATWOOD & PALMER INC | $316.4K | 700 | 0.02% | 23q | HELD |
| Global Wealth Strategies & Associates | $314.1K | 695 | 0.06% | 8q | +69.1%+$128.4K |
| HALL LAURIE J TRUSTEE | $300.6K | 665 | 0.10% | 25q | -13.1%-$45.2K |
| DIVERSIFIED MANAGEMENT INC | $287.5K | 636 | 0.05% | 4q | +1.0%+$2.7K |
| TITLEIST ASSET MANAGEMENT, LLC | $282.8K | 626 | 0.02% | 3q | +21.6%+$50.1K |
| Douglas Lane & Associates, LLC | $274.8K | 608 | 0.00% | 11q | -19.7%-$67.3K |
| Heartwood Wealth Advisors LLC | $265.3K | 587 | 0.02% | 6q | +5.2%+$13.1K |
| EASTERN BANK | $262.6K | 581 | 0.00% | 9q | -11.4%-$33.9K |
| New Covenant Trust Company, N.A. | $256.7K | 568 | 0.18% | 2q | +35.2%+$66.9K |
| Cooper Financial Group | $255.5K | 565 | 0.02% | 5q | -9.2%-$25.8K |
| ROCKLAND TRUST CO | $247.2K | 547 | 0.01% | new | NEW |
| American National Bank of Texas | $244.5K | 541 | 0.22% | 5q | HELD |
| Gladwyn Financial Advisors, Inc. | $229.9K | 509 | 0.15% | 6q | HELD |
| Pacifica Partners Inc. | $229.6K | 500 | 0.07% | 13q | -1.4%-$3.2K |
| Balefire, LLC | $228.7K | 506 | 0.04% | 14q | -38.5%-$143.3K |
| Adelphi Trust Co | $207.5K | 459 | 0.14% | new | NEW |
| Greenfield Savings Bank | $206.6K | 457 | 0.08% | 2q | -1.7%-$3.6K |
| Bangor Savings Bank | $180.8K | 400 | 0.01% | 18q | HELD |
| GoalVest Advisory LLC | $158.2K | 350 | 0.03% | 13q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $129.7K | 287 | 0.01% | 21q | -7.4%-$10.4K |
| Wealth Enhancement Trust Services, Inc. | $112.1K | 248 | 0.01% | 4q | -49.7%-$110.7K |
| TOTH FINANCIAL ADVISORY CORP | $108.0K | 239 | 0.01% | 6q | +10.6%+$10.4K |
| Hickory Point Bank & Trust | $101.7K | 225 | 0.06% | 3q | HELD |
| General Partner, Inc. | $82.3K | 182 | 0.04% | 11q | HELD |
| Davis Capital Management | $67.3K | 149 | 0.04% | 13q | -10.8%-$8.1K |
| Rosenberg Matthew Hamilton | $55.1K | 122 | 0.01% | 19q | HELD |
| Mn Services Vermogensbeheer B.V. | $29.5K | 65,276 | 0.22% | 26q | +1.1% |
| Trust Co | $22.1K | 49 | 0.00% | 4q | +96.0%+$10.8K |
| ELEVATION WEALTH PARTNERS, LLC | $19.0K | 42 | 0.01% | 5q | -36.4%-$10.8K |
| Marquette Asset Management, LLC | $17.2K | 38 | 0.00% | 3q | HELD |
| Roxbury Financial LLC | $16.8K | 37 | 0.01% | 2q | HELD |
| Olistico Wealth, LLC | $16.7K | 37 | 0.01% | 4q | HELD |
| Planning Strategies Inc. | $9.5K | 21 | 0.01% | 2q | +16.7%+$1.4K |
| TOMPKINS FINANCIAL CORP | $7.7K | 17 | 0.00% | 2q | HELD |
| Retirement Wealth Solutions LLC | $5.9K | 13 | 0.00% | 8q | +116.7%+$3.2K |
| GK Wealth Management LLC | $5.9K | 13 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $4.5K | 10 | 0.00% | 4q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $2.7K | 6 | 0.00% | 6q | HELD |
| NEVILLE RODIE & SHAW INC | $1.1K | 2,375 | 0.07% | 27q | -5.2% |
| CX Institutional | $914 | 2,022 | 0.02% | 16q | +2.6% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $601 | 1,330 | 0.43% | 21q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G/A | JPMORGAN CHASE & CO. | 5.6% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-06 | Regnery David S | Chair and CEO | Sold | 48,091 | $23.1M |
| 2026-08-05 | Regnery David S | Chair and CEO | Sold | 43,778 | $20.8M |
| 2026-04-30 | Simmons Donald E. | Group President, Americas | Sold | 4,593 | $2.3M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 85 | $223.2M | 493,352 | 3 | 24 | 33 | 0.0% |
| Q2 2026 | 1,825 | $101.4B | 205,879,897 | 170 | 657 | 512 | 0.7% |
| Q1 2026 | 1,746 | $81.4B | 195,170,056 | 173 | 553 | 589 | 0.4% |
| Q4 2025 | 1,702 | $75.2B | 192,733,614 | 115 | 491 | 550 | 0.3% |
| Q3 2025 | 1,632 | $87.1B | 205,880,076 | 111 | 480 | 552 | 0.3% |
| Q2 2025 | 1,656 | $86.3B | 196,641,127 | 201 | 539 | 511 | 0.4% |
| Q1 2025 | 1,537 | $65.2B | 193,185,945 | 119 | 549 | 465 | 0.3% |
| Q4 2024 | 1,570 | $71.6B | 193,134,533 | 110 | 518 | 480 | 0.5% |
| Q3 2024 | 1,472 | $80.6B | 203,880,759 | 151 | 477 | 475 | 1.6% |
| Q2 2024 | 1,400 | $69.8B | 208,043,875 | 149 | 468 | 418 | 2.0% |
| Q1 2024 | 1,308 | $65.0B | 214,803,224 | 173 | 375 | 414 | 1.0% |
| Q4 2023 | 1,191 | $51.9B | 210,560,422 | 135 | 339 | 369 | 1.0% |
| Q3 2023 | 1,053 | $39.0B | 190,092,073 | 93 | 315 | 319 | 1.1% |
| Q2 2023 | 1,017 | $36.3B | 189,231,193 | 75 | 282 | 337 | 0.2% |
| Q1 2023 | 1,009 | $36.9B | 200,116,854 | 100 | 296 | 329 | 0.2% |
| Q4 2022 | 968 | $32.6B | 193,610,354 | 100 | 281 | 290 | 0.1% |
| Q3 2022 | 917 | $28.1B | 193,754,714 | 86 | 281 | 274 | 0.1% |
| Q2 2022 | 899 | $24.6B | 189,577,020 | 75 | 262 | 307 | 0.1% |
| Q1 2022 | 927 | $29.3B | 191,497,082 | 76 | 272 | 327 | 0.2% |
| Q4 2021 | 1,006 | $38.5B | 190,066,993 | 79 | 279 | 298 | 0.8% |
| Q3 2021 | 958 | $33.2B | 191,837,825 | 68 | 295 | 313 | 0.3% |
| Q2 2021 | 958 | $36.1B | 195,578,296 | 96 | 299 | 287 | 0.3% |
| Q1 2021 | 912 | $31.9B | 192,271,822 | 89 | 271 | 285 | 0.2% |
| Q4 2020 | 896 | $28.8B | 194,258,497 | 113 | 259 | 271 | 0.6% |
| Q3 2020 | 791 | $23.8B | 196,076,980 | 107 | 211 | 270 | 0.3% |
| Q2 2020 | 749 | $17.6B | 197,264,341 | 92 | 193 | 293 | 0.4% |
| Q1 2020 | 753 | $16.2B | 195,915,955 | 744 | 3 | 0 | 0.2% |
| Q4 2019 | 10 | $1.1M | 8,314 | 1 | 0 | 0 | 0.0% |
| Q3 2019 | 5 | $544.9K | 3,265 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 4 | $545.0K | 3,241 | 0 | 1 | 0 | 0.0% |
| Q1 2019 | 5 | $529.9K | 3,256 | 1 | 2 | 0 | 0.0% |
| Q4 2018 | 4 | $54.4K | 596 | 0 | 1 | 0 | 0.0% |