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Forgent Power Solutions, Inc.

FPS
Exchange
NYSE
Industry
Electrical Industrial Apparatus
SEC CIK
0002080126

In the last 90 days, Forgent Power Solutions, Inc. insiders filed 0 open-market purchases and 1 sale; 370 institutions reported holding it in 13F filings for Q2 2026, worth $9.42B in total; superinvestors Coatue Management and Soros Fund Management hold it.

13F holders, Q2 2026

Institutional positions in Forgent Power Solutions, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
370
+159 vs. Q1 2026
Shares held
170.2M
+60.7M (+55.5%) vs. Q1 2026
Total value
$9.42B
+$6.22B (+194.3%) vs. Q1 2026
New holders
211
85 more added
Sold out
52
64 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 370 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 213 institutionsQ2 2026: 370 institutions
Value heldQ2 2026: $9.42B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $3.43BQ2 2026: $9.42B
Institutions holding FPS and their total value by quarter
QuarterHoldersValue
Q2 2026370$9.42B
Q1 2026213$3.43B
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Forgent Power Solutions, Inc.; share changes are against Q1 2026.

Institutions holding FPS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Coatue Management LLCSuperinvestorCoatue Management20,501,387$1.15B2.35%+20,501,387New
FMR LLC10,508,562$587.0M0.03%+1,961,728+23.0%Added
Jupiter Topco LLC8,457,260$472.5M0.19%+8,457,260New
Invesco Ltd.7,144,743$399.1M0.03%+982,060+15.9%Added
BlackRock, Inc.6,666,695$372.4M0.01%+1,557,493+30.5%Added
Vanguard Capital Management LLC5,685,919$317.6M0.01%+1,934,147+51.6%Added
UBS Group AG5,641,827$315.2M0.05%+3,317,141+142.7%Added
Franklin Resources Inc5,155,338$288.0M0.06%+1,681,717+48.4%Added
Vanguard Portfolio Management LLC4,884,628$272.9M0.01%+1,804,252+58.6%Added
Jericho Capital Asset Management L.P.4,429,000$247.4M2.04%+4,429,000New
Bamco Inc4,072,575$227.5M0.34%−602,008−12.9%Reduced
Value Aligned Research Advisors, LLC3,158,622$176.4M1.05%+3,158,622New
William Blair Investment Management, LLC2,516,270$140.6M0.42%+2,516,270New
Zimmer Partners, LP2,271,217$126.9M3.00%+320,697+16.4%Added
Geode Capital Management, LLC2,244,537$125.4M0.01%+1,293,933+136.1%Added
State Street Corp2,113,904$118.1M0.00%+1,728,704+448.8%Added
BNP Paribas Arbitrage, SA2,084,601$116.4M0.06%+2,084,601New
Granahan Investment Management Inc1,807,608$101.0M3.60%−263,476−12.7%Reduced
Ameriprise Financial Inc1,709,803$95.4M0.02%+1,206,873+240.0%Added
Renaissance Technologies LLC1,669,700$93.3M0.13%+1,669,700New
Phoenix Holdings Ltd.1,662,217$92.8M0.63%+1,662,217New
Goldman Sachs Group Inc1,623,779$90.7M0.01%+1,109,361+215.7%Added
Stephens Investment Management Group LLC1,616,102$90.3M0.97%+810,685+100.7%Added
Alliancebernstein L.P.3,055,363$89.4M0.03%+881,779+40.6%Added
Burkehill Global Management, LP1,500,000$83.8M3.03%−200,000−11.8%Reduced
Principal Financial Group Inc1,411,301$78.8M0.04%−393,523−21.8%Reduced
Jane Street Group, LLC1,397,302$78.1M0.05%+791,217+130.5%Added
Woodline Partners LP1,385,109$77.4M0.24%+153,984+12.5%Added
Westfield Capital Management Co LP1,370,928$76.6M0.25%+1,370,928New
Blackstone Group Inc.1,370,000$76.5M0.25%+795,000+138.3%Added
Assenagon Asset Management S.A.1,367,762$76.4M0.05%+1,367,762New
Driehaus Capital Management LLC1,334,384$74.5M0.43%−49,739−3.6%Reduced
Healthcare of Ontario Pension Plan Trust Fund1,281,556$71.6M0.10%+571,556+80.5%Added
Two Sigma Investments, LP1,257,128$70.2M0.05%+342,899+37.5%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,247,131$69.7M0.05%+899,585+258.8%Added
Deutsche Bank AG1,221,679$68.2M0.02%+211,047+20.9%Added
Ghisallo Capital Management LLC1,175,000$65.6M1.29%−675,000−36.5%Reduced
Charles Schwab Investment Management Inc1,160,552$64.8M0.01%+405,268+53.7%Added
Yaupon Capital Management LP1,000,000$55.9M1.86%+600,000+150.0%Added
Avala Global LP980,783$54.8M2.02%+980,783New
Bank of America Corp889,864$49.7M0.00%+520,608+141.0%Added
Vanguard Fiduciary Trust Co832,836$46.5M0.01%+305,527+57.9%Added
Summit Partners Public Asset Management, LLC825,726$46.1M1.20%+125,000+17.8%Added
Millennium Management LLC770,318$43.0M0.03%−449,756−36.9%Reduced
Citadel Advisors LLC712,784$39.8M0.02%−3,781,397−84.1%Reduced
CloudAlpha Capital Management Limited/Hong Kong711,329$39.7M3.92%+711,329New
Sandhill Capital Partners LLC709,880$39.7M3.22%+709,880New
Voya Investment Management LLC706,973$39.5M0.03%+706,973New
Price T Rowe Associates Inc705,966$39.4M0.00%+705,966New
Spyglass Capital Management LLC705,361$39.4M2.13%+705,361New
Fred Alger Management, LLC704,882$39.4M0.13%+632,645+875.8%Added
Morgan Stanley696,443$38.9M0.00%+373,925+115.9%Added
Point72 Asset Management, L.P.644,618$36.0M0.06%−925,906−59.0%Reduced
JPMorgan Chase & Co650,011$36.0M0.00%−849,669−56.7%Reduced
Jain Global LLC630,699$35.2M0.41%−900,770−58.8%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management629,106$35.1M0.46%+526,906+515.6%Added
Raymond James Financial Inc627,773$35.1M0.01%+365,905+139.7%Added
Northern Trust Corp600,781$33.6M0.00%+415,881+224.9%Added
ExodusPoint Capital Management, LP588,339$32.9M0.30%−1,039,151−63.8%Reduced
Wealth High Governance Asset Management Ltda.579,176$32.4M3.44%+579,176New
Nuveen, LLC550,719$30.8M0.01%+550,719New
Seven Grand Managers, LLC550,000$30.7M1.24%+250,000+83.3%Added
Select Equity Group, L.P.544,263$30.4M0.16%+175,936+47.8%Added
Cable Car Capital LLC524,600$29.3M0.63%+524,600New
Pictet Asset Management Holding SA519,248$29.0M0.03%+48,059+10.2%Added
LMR Partners LLP485,000$27.1M0.20%−101,789−17.3%Reduced
Science & Technology Partners, L.P.468,000$26.1M4.41%+468,000New
Next Century Growth Investors LLC460,047$25.7M1.36%+170,247+58.7%Added
WCM Investment Management, LLC448,666$24.7M0.04%−176,412−28.2%Reduced
Walleye Capital LLC432,684$24.2M0.11%+306,578+243.1%Added
Encompass Capital Advisors LLC424,476$23.7M1.02%−1,501,223−78.0%Reduced
UBS Asset Management Americas Inc413,941$23.1M0.00%+413,941New
Royal Bank of Canada407,309$22.8M0.00%−30,276−6.9%Reduced
Thames Capital Management LLC398,912$22.3M1.83%+398,912New
Aperture Investors, LLC360,862$20.2M2.14%−434,202−54.6%Reduced
Covalis Capital LLP350,000$19.6M1.10%+24,259+7.4%Added
Hudson Bay Capital Management LP345,247$19.3M0.09%−199,291−36.6%Reduced
Axiom Investors LLC343,185$19.2M0.17%+343,185New
Qube Research & Technologies Ltd341,678$19.1M0.02%+114,836+50.6%Added
Victory Capital Management Inc335,062$18.7M0.01%+179,930+116.0%Added
Glynn Capital Management LLC334,753$18.7M5.15%−6,714−2.0%Reduced
Goodlander Investment Management, LLC330,000$18.4M5.56%−1,050,000−76.1%Reduced
Mizuho Markets Cayman LP327,712$18.3M0.69%+327,712New
Bank of New York Mellon Corp326,317$18.2M0.00%+290,577+813.0%Added
BW Gestao de Investimentos Ltda.320,824$17.9M0.43%−219,176−40.6%Reduced
Susquehanna International Group, LLP320,642$17.9M0.02%+320,642New
Maplelane Capital, LLC320,000$17.9M0.75%−796,246−71.3%Reduced
Laurion Capital Management LP293,800$16.4M1.19%−406,200−58.0%Reduced
Swiss National Bank284,700$15.9M0.01%+284,700New
Wells Fargo & Company278,126$15.5M0.00%+123,740+80.1%Added
Federated Hermes, Inc.276,200$15.4M0.02%+276,200New
Tudor Investment Corp Et Al261,760$14.6M0.06%−45,521−14.8%Reduced
Squarepoint Ops LLC240,607$13.4M0.03%−296,618−55.2%Reduced
Cooper Creek Partners Management LLC239,363$13.4M0.56%+239,363New
American Century Companies Inc231,490$12.9M0.01%−345−0.1%Reduced
D. E. Shaw & Co., Inc.228,174$12.7M0.01%−980,336−81.1%Reduced
Jump Financial, LLC224,707$12.6M0.11%+224,707New
Wealth High Governance Capital Ltda220,824$12.3M3.69%+220,824New
Universal- Beteiligungs- und Servicegesellschaft mbH218,624$12.2M0.02%−2,886−1.3%Reduced
SEI Investments Co212,545$11.9M0.01%+126,623+147.4%Added