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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
Zimmer Partners, LP1,950,520$57.1M1.40%+1,950,520New
Granahan Investment Management Inc2,071,084$60.6M2.93%+2,071,084New
Alliancebernstein L.P.2,173,584$63.6M0.02%+2,173,584New
UBS Group AG2,324,686$68.0M0.01%+2,324,686New
Vanguard Portfolio Management LLC3,080,376$90.2M0.00%+3,080,376New
Franklin Resources Inc3,473,621$101.7M0.02%+3,473,621New
Vanguard Capital Management LLC3,751,772$109.8M0.00%+3,751,772New
Citadel Advisors LLC4,494,181$131.5M0.09%+4,494,181New
Bamco Inc4,674,583$136.8M0.41%+4,674,583New
BlackRock, Inc.5,109,202$149.5M0.00%+5,109,202New
Invesco Ltd.6,162,683$180.4M0.02%+6,162,683New
Janus Henderson Group PLC7,769,612$227.4M0.11%+7,769,612New
FMR LLC8,546,834$250.2M0.01%+8,546,834New