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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, 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
169.4M
+60.0M (+54.8%) vs. Q1 2026
Total value
$9.38B
+$6.18B (+193.1%) 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: $9.38B
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, 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
FNY Investment Advisers, LLC1$00.00%+1New
Cornerstone Planning Group LLC2$780.00%+2New
Manchester Capital Management LLC5$2800.00%+5New
Bell Investment Advisors, Inc11$6150.00%+11New
Raffa Wealth Management, LLC15$8380.00%+15New
Proathlete Wealth Management LLC16$8930.00%+16New
Transamerica Financial Advisors, Inc.19$1.06K0.00%+19New
Larson Financial Group LLC19$1.06K0.00%+19New
Atlantic Union Bankshares Corp20$1.12K0.00%+20New
Quarry LP21$1.17K0.00%+21New
Massmutual Trust Co FSB22$1.23K0.00%+22New
Gill Capital Partners, LLC30$1.68K0.00%+30New
International Assets Investment Management, LLC35$1.75K0.00%+35New
Cromwell Holdings LLC32$1.79K0.00%+32New
Rothschild Investment LLC50$2.79K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.50$2.79K0.00%+50New
Huntington National Bank57$3.18K0.00%+24+72.7%Added
SHP Wealth Management65$3.63K0.00%+65New
Dogwood Wealth Management LLC72$4.00K0.00%+72New
GAMMA Investing LLC92$5.14K0.00%+79+607.7%Added
Farther Finance Advisors, LLC105$5.86K0.00%+105New
GHP Investment Advisors, Inc.110$6.14K0.00%+110New
Brown, Lisle/Cummings, Inc.125$6.98K0.00%+125New
Signaturefd, LLC130$7.26K0.00%+130New
Keating Financial Advisory Services, Inc.157$8.77K0.00%+157New
Anchor Investment Management, LLC200$11.2K0.00%+200New
WPG Advisers, LLC221$12.3K0.01%+221New
Steward Partners Investment Advisory, LLC246$13.7K0.00%+177+256.5%Added
Toth Financial Advisory Corp250$14.0K0.00%+250New
Tower Research Capital LLC (TRC)251$14.0K0.00%+251New
Rakuten Securities, Inc.256$14.3K0.00%+256New
Crewe Advisors LLC267$14.9K0.00%+267New
Clearstead Advisors, LLC277$15.5K0.00%+277New
Gilpin Wealth Management, LLC300$16.8K0.01%+200+200.0%Added
Harbour Investments, Inc.305$17.0K0.00%+305New
Tradewinds Capital Management, LLC334$18.7K0.00%+162+94.2%Added
Nisa Investment Advisors, LLC336$18.8K0.00%+336New
Pin Oak Investment Advisors Inc380$21.0K0.01%+380New
Wolff Wiese Magana LLC500$27.9K0.01%+500New
Silvant Capital Management LLC532$29.7K0.00%+532New
Northwestern Mutual Wealth Management Co545$30.4K0.00%+506+1,297.4%Added
SBI Securities Co., Ltd.579$32.3K0.00%+427+280.9%Added
Los Angeles Capital Management LLC603$33.7K0.00%+603New
Triumph Capital Management700$39.1K0.01%00.0%Unchanged
CoreCap Advisors, LLC700$39.1K0.00%+700New
Hilltop National Bank729$40.7K0.01%+729New
Strategic Investment Solutions, Inc.800$44.7K0.01%00.0%Unchanged
Sterling Capital Management LLC843$47.1K0.00%+843New
IFP Advisors, Inc865$48.3K0.00%+115+15.3%Added
Lodestone Wealth Management LLC866$48.4K0.02%+866New
Hollencrest Capital Management1,000$55.9K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,042$58.2K0.00%+1,042New
Wellington Shields & Co., LLC1,200$67.0K0.02%+1,200New
Vestor Capital, LLC2,375$70.0K0.01%+2,375New
Medallion Wealth Advisors, LLC1,284$70.8K0.02%+1,284New
Persistent Asset Partners Ltd1,322$73.8K0.02%+1,322New
Allworth Financial LP1,545$86.3K0.00%+1,133+275.0%Added
Walleye Trading LLC1,878$104.9K0.00%+1,878New
State of Wyoming2,460$137.4K0.01%+2,460New
University of Texas/Texas Am Investment Managment Co2,477$138.4K0.02%+2,477New
Clear Street Group Inc.2,496$139.4K0.00%+2,496New
Pension & Wealth Management Advisors, Inc.2,604$145.5K0.04%−1,464−36.0%Reduced
STRS Ohio3,163$176.7K0.00%+3,163New
Nykredit A/S3,473$194.0K0.00%+3,473New
Apollon Wealth Management, LLC3,595$200.8K0.00%+3,595New
North Dakota State Investment Board3,763$210.2K0.01%+3,763New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,900$217.9K0.02%+3,900New
MONECO Advisors, LLC3,960$221.2K0.01%+3,960New
Penserra Capital Management LLC3,980$222.0K0.00%+3,980New
Itau Unibanco Holding S.A.4,000$223.4K0.00%+2,300+135.3%Added
Leonteq Securities AG4,000$223.4K0.01%+4,000New
Armstrong Advisory Group, Inc4,084$228.1K0.01%+4,084New
Waterloo Capital, L.P.4,085$228.2K0.01%+4,085New
KBC Group NV4,105$229.0K0.00%+4,105New
Soros Capital Management LLC4,156$232.2K0.04%+4,156New
Everence Capital Management Inc4,233$236.0K0.01%+4,233New
Secure Asset Management, LLC4,236$236.6K0.03%+4,236New
Motley Fool Asset Management LLC4,264$238.2K0.01%+4,264New
Prelude Capital Management, LLC4,275$238.8K0.02%−18,223−81.0%Reduced
Assetmark, Inc4,358$243.4K0.00%−63−1.4%Reduced
Savant Capital, LLC4,514$243.7K0.00%+4,514New
Private Advisor Group, LLC4,375$244.4K0.00%+4,375New
Federation des caisses Desjardins du Quebec4,552$254.3K0.00%+4,552New
Dara Capital US, Inc.4,824$269.5K0.19%+4,824New
Scoggin Management LP5,000$279.3K0.07%+5,000New
HighTower Advisors, LLC5,020$280.4K0.00%+5,020New
Cerity Partners LLC5,333$286.8K0.00%−2,130−28.5%Reduced
SummitTX Capital, L.P.5,182$289.5K0.01%+5,182New
National Bank of Canada5,197$290.3K0.00%+5,197New
Kayne Anderson Rudnick Investment Management LLC5,315$296.9K0.00%+5,315New
Walser Wealth Management Company, A Ltd Liability Co5,488$306.6K0.13%−3,134−36.3%Reduced
Moneta Group Investment Advisors LLC5,724$319.7K0.00%+5,724New
RiverPark Advisors, LLC5,886$328.8K0.15%+2,152+57.6%Added
Mane Global Capital Management LP6,000$335.2K0.03%−9,829−62.1%Reduced
Kopp Family Office, LLC6,104$341.0K0.21%+6,104New
Level Four Advisory Services, LLC6,460$360.9K0.01%+6,460New
Mitsubishi UFJ Trust & Banking Corp6,477$361.8K0.00%+6,477New
Foundations Investment Advisors, LLC6,513$363.8K0.00%−2,109−24.5%Reduced
Stephens Inc6,544$365.5K0.00%+6,544New
Baird Financial Group, Inc.6,624$370.0K0.00%−5,194−43.9%Reduced