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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 $9.38B in total; superinvestors Coatue Management and Soros Fund Management hold it.

13F holders, Q1 2026

Institutional positions in Forgent Power Solutions, Inc. as of Mar 31, 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
213
+213 vs. Q4 2025
Shares held
117.2M
+117.2M vs. Q4 2025
Total value
$3.43B
+$3.43B vs. Q4 2025
New holders
213
0 more added
Sold out
0
0 more reduced

Compare with Q4 2025: 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 holdersQ1 2026: 213 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 heldQ1 2026: $3.43B
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: $9.38B
Institutions holding FPS and their total value by quarter
QuarterHoldersValue
Q2 2026370$9.38B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Forgent Power Solutions, Inc.; share changes are against Q4 2025.

Institutions holding FPS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
GAMMA Investing LLC13$3810.00%+13New
Huntington National Bank33$9660.00%+33New
Northwestern Mutual Wealth Management Co39$1.14K0.00%+39New
Rothschild Investment LLC50$1.46K0.00%+50New
Fifth Third Bancorp54$1.57K0.00%+54New
MRP Capital Investments, LLC65$1.90K0.00%+65New
Steward Partners Investment Advisory, LLC69$2.02K0.00%+69New
Gilpin Wealth Management, LLC100$2.93K0.00%+100New
Golden State Equity Partners140$4.10K0.00%+140New
SBI Securities Co., Ltd.152$4.45K0.00%+152New
Tradewinds Capital Management, LLC172$5.04K0.00%+172New
Quantbot Technologies LP195$5.71K0.00%+195New
MCF Advisors LLC317$9.28K0.00%+317New
Allworth Financial LP412$12.1K0.00%+412New
Advisory Services Network, LLC446$13.1K0.00%+446New
GWM Advisors LLC480$14.0K0.00%+480New
Triumph Capital Management700$20.5K0.00%+700New
IFP Advisors, Inc750$22.0K0.00%+750New
Strategic Investment Solutions, Inc.800$23.4K0.01%+800New
Advisor Group Holdings, Inc.974$28.5K0.00%+974New
Hollencrest Capital Management1,000$29.3K0.00%+1,000New
Rockefeller Capital Management L.P.1,012$29.6K0.00%+1,012New
Itau Unibanco Holding S.A.1,700$49.8K0.00%+1,700New
Group One Trading, L.P.1,952$57.1K0.00%+1,952New
RiverPark Advisors, LLC3,734$109.3K0.04%+3,734New
Pension & Wealth Management Advisors, Inc.4,068$119.1K0.04%+4,068New
Assetmark, Inc4,421$129.4K0.00%+4,421New
Barclays PLC6,304$184.5K0.00%+6,304New
R Squared Ltd6,958$203.7K0.11%+6,958New
Omers Administration Corp7,200$210.7K0.00%+7,200New
US Bancorp7,229$211.6K0.00%+7,229New
Commonwealth Equity Services, LLC7,505$219.7K0.00%+7,505New
Cerity Partners LLC7,463$222.8K0.00%+7,463New
Connable Office Inc8,000$234.2K0.02%+8,000New
Resources Investment Advisors, LLC.8,000$234.2K0.00%+8,000New
Axq Capital, LP8,264$241.9K0.03%+8,264New
Foundations Investment Advisors, LLC8,622$252.4K0.00%+8,622New
Walser Wealth Management Company, A Ltd Liability Co8,622$252.4K0.11%+8,622New
Cambridge Investment Research Advisors, Inc.9,562$280.0K0.00%+9,562New
Captrust Financial Advisors10,053$294.3K0.00%+10,053New
Janney Montgomery Scott LLC11,483$336.0K0.00%+11,483New
Baird Financial Group, Inc.11,818$345.9K0.00%+11,818New
Corigliano Investment Advisers, LLC12,000$351.2K0.14%+12,000New
Round Rock Advisors, LLC12,059$353.0K0.05%+12,059New
Sanctuary Advisors, LLC12,148$355.6K0.00%+12,148New
Brevan Howard Capital Management LP14,047$411.2K0.00%+14,047New
Natixis Advisors, L.P.15,755$461.0K0.00%+15,755New
Mane Global Capital Management LP15,829$463.3K0.05%+15,829New
Graham Capital Management, L.P.16,000$468.3K0.02%+16,000New
Harbor Capital Advisors, Inc.16,042$470.0K0.04%+16,042New
Vestmark Advisory Solutions, Inc.16,087$470.9K0.01%+16,087New
LPL Financial LLC16,411$480.4K0.00%+16,411New
Jones Financial Companies LLLP16,426$503.3K0.00%+16,426New
Envestnet Asset Management Inc17,817$521.5K0.00%+17,817New
Mosaic Advisors LLC15,000$527.1K0.79%+15,000New
Anson Funds Management LP18,381$538.0K0.07%+18,381New
SIH Partners, LLLP18,655$546.0K0.02%+18,655New
Legal & General Group Plc18,919$553.7K0.00%+18,919New
Concentric Capital Strategies, LP19,927$583.3K0.05%+19,927New
Empyrean Capital Partners, LP20,000$585.4K0.02%+20,000New
Prelude Capital Management, LLC22,498$658.5K0.05%+22,498New
Citigroup Inc27,405$802.1K0.00%+27,405New
Cetera Investment Advisers28,763$841.9K0.00%+28,763New
KLCM Advisors, Inc.30,000$878.1K0.08%+30,000New
Texas Permanent School Fund30,000$878.1K0.03%+30,000New
Vanguard Global Advisers, LLC34,631$1.01M0.00%+34,631New
Aire Advisors, LLC35,000$1.02M0.19%+35,000New
Cramer Rosenthal McGlynn LLC35,271$1.03M0.08%+35,271New
Bank of New York Mellon Corp35,740$1.05M0.00%+35,740New
Gillson Capital LP40,000$1.17M0.10%+40,000New
New York State Common Retirement Fund41,813$1.22M0.00%+41,813New
Teacher Retirement System of Texas45,000$1.32M0.01%+45,000New
Rithm Capital Corp.45,000$1.32M1.96%+45,000New
Colony Capital, Inc.45,582$1.33M0.08%+45,582New
Resolute Capital Asset Partners LLC46,600$1.36M0.72%+46,600New
Renaissance Capital LLC38,439$1.45M1.05%+38,439New
HBK Investments L P50,000$1.46M0.02%+50,000New
Sculptor Capital LP50,000$1.46M0.02%+50,000New
Troluce Capital Advisors LLC55,000$1.61M0.17%+55,000New
State of Wisconsin Investment Board55,500$1.62M0.00%+55,500New
Symmetry Investments LP56,000$1.64M0.40%+56,000New
Tortoise Capital Advisors, L.L.C.62,692$1.83M0.02%+62,692New
Brooklands Fund Management Ltd66,015$1.92M2.53%+66,015New
Caitong International Asset Management Co., Ltd71,173$2.08M0.39%+71,173New
Fred Alger Management, LLC72,237$2.11M0.01%+72,237New
Shellback Capital, LP72,500$2.12M0.30%+72,500New
GeoSphere Capital Management, LLC72,854$2.13M1.28%+72,854New
Formula Growth Ltd82,852$2.43M1.09%+82,852New
Wolverine Asset Management LLC85,000$2.49M0.04%+85,000New
Arosa Capital Management LP85,000$2.49M1.62%+85,000New
SMA Capital LLC85,000$2.49M1.07%+85,000New
Readystate Asset Management LP85,001$2.49M0.15%+85,001New
SEI Investments Co85,922$2.51M0.00%+85,922New
ABN AMRO Bank N.V.88,000$2.58M0.03%+88,000New
B. Metzler seel. Sohn & Co. AG96,120$2.81M0.03%+96,120New
Polymer Capital Management (US) LLC97,600$2.86M0.42%+97,600New
Hound Partners, LLC100,000$2.93M0.37%+100,000New
Valiant Capital Management, L.P.100,000$2.93M0.23%+100,000New
DLD Asset Management, LP100,000$2.93M0.30%+100,000New
Siren, L.L.C.100,000$2.93M0.08%+100,000New