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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 370 | $9.38B |
| Q1 2026 | 213 | $3.43B |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Forgent Power Solutions, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 6,631 | $370.4K | 0.00% | +5,657+580.8% | Added |
| GWM Advisors LLC | 6,646 | $371.2K | 0.00% | +6,166+1,284.6% | Added |
| Utah Retirement Systems | 6,666 | $372.4K | 0.00% | +6,666 | New |
| Maryland State Retirement & Pension System | 6,730 | $375.9K | 0.01% | +6,730 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 6,925 | $386.8K | 0.11% | +6,925 | New |
| MetLife Investment Management | 7,103 | $396.8K | 0.00% | +7,103 | New |
| DV Trading LLC | 7,104 | $396.8K | 0.03% | +7,104 | New |
| Vident Advisory, LLC | 7,209 | $402.7K | 0.00% | +7,209 | New |
| CIBC Asset Management Inc | 7,216 | $403.1K | 0.00% | +7,216 | New |
| SG Americas Securities, LLC | 7,252 | $405.0K | 0.00% | +7,252 | New |
| Leavell Investment Management, Inc. | 7,255 | $405.3K | 0.01% | +7,255 | New |
| Concurrent Investment Advisors, LLC | 7,352 | $410.7K | 0.00% | +7,352 | New |
| MML Investors Services, LLC | 7,624 | $425.9K | 0.00% | +7,624 | New |
| Cresset Asset Management, LLC | 7,783 | $434.8K | 0.00% | +7,783 | New |
| EntryPoint Capital, LLC | 7,964 | $444.9K | 0.11% | +7,964 | New |
| Connable Office Inc | 8,000 | $446.9K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,000 | $446.9K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 8,100 | $452.5K | 0.05% | +8,100 | New |
| Swiss Life Asset Management Ltd | 8,637 | $482.5K | 0.00% | +8,637 | New |
| Integrated Wealth Concepts LLC | 8,662 | $483.9K | 0.00% | +8,662 | New |
| Truist Financial Corp | 8,985 | $501.9K | 0.00% | +8,985 | New |
| Snowden Capital Advisors LLC | 9,265 | $517.5K | 0.01% | +9,265 | New |
| The PNC Financial Services Group, Inc. | 9,306 | $519.8K | 0.00% | +9,306 | New |
| Amalgamated Bank | 10,169 | $568.0K | 0.00% | +10,169 | New |
| Omers Administration Corp | 10,200 | $569.8K | 0.00% | +3,000+41.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,481 | $571.0K | 0.00% | +12,481 | New |
| Creative Financial Designs Inc | 10,728 | $599.3K | 0.03% | +10,728 | New |
| Park Avenue Securities LLC | 10,946 | $611.0K | 0.00% | +10,946 | New |
| Teacher Retirement System of Texas | 10,954 | $611.9K | 0.00% | −34,046−75.7% | Reduced |
| Wellington Shields Capital Management, LLC | 11,050 | $617.3K | 0.08% | +11,050 | New |
| Bannerstone Capital Management, LLC | 11,094 | $619.7K | 0.52% | +11,094 | New |
| Round Rock Advisors, LLC | 12,184 | $680.6K | 0.09% | +125+1.0% | Added |
| Summit Financial, LLC | 12,322 | $688.3K | 0.01% | +12,322 | New |
| Simplex Trading, LLC | 12,933 | $722.4K | 0.02% | +12,933 | New |
| Readystate Asset Management LP | 13,070 | $730.1K | 0.03% | −71,931−84.6% | Reduced |
| Concentric Capital Strategies, LP | 13,222 | $738.6K | 0.05% | −6,705−33.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,708 | $765.7K | 0.01% | −2,379−14.8% | Reduced |
| Public Employees Retirement Association of Colorado | 14,131 | $789.0K | 0.00% | +14,131 | New |
| Oppenheimer Asset Management Inc. | 14,257 | $796.4K | 0.01% | +14,257 | New |
| Sanctuary Advisors, LLC | 14,392 | $803.9K | 0.00% | +2,244+18.5% | Added |
| US Bancorp | 14,403 | $804.6K | 0.00% | +7,174+99.2% | Added |
| Mosaic Advisors LLC | 15,000 | $837.9K | 1.12% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 15,143 | $845.9K | 0.00% | +15,143 | New |
| Dockside LLC | 15,564 | $869.4K | 0.20% | +15,564 | New |
| Oppenheimer & Co Inc | 15,685 | $876.2K | 0.01% | +15,685 | New |
| Virginia Retirement Systems Et Al | 16,800 | $938.4K | 0.01% | +16,800 | New |
| Caption Management, LLC | 17,000 | $949.6K | 0.03% | +17,000 | New |
| Quantbot Technologies LP | 17,164 | $958.8K | 0.04% | +16,969+8,702.1% | Added |
| Yorktown Management & Research Co Inc | 17,200 | $960.8K | 0.59% | +17,200 | New |
| Maven Securities LTD | 17,655 | $986.2K | 0.07% | −257,595−93.6% | Reduced |
| MCF Advisors LLC | 17,905 | $1.00M | 0.04% | +17,588+5,548.3% | Added |
| Citigroup Inc | 19,216 | $1.07M | 0.00% | −8,189−29.9% | Reduced |
| Stifel Financial Corp | 20,145 | $1.13M | 0.00% | +20,145 | New |
| IVC Wealth Advisors LLC | 20,464 | $1.14M | 0.45% | +20,464 | New |
| Longaeva Partners L.P. | 20,877 | $1.17M | 0.03% | −97,534−82.4% | Reduced |
| Xponance, Inc. | 20,908 | $1.17M | 0.01% | +20,908 | New |
| Diametric Capital, LP | 21,500 | $1.20M | 0.13% | −123,093−85.1% | Reduced |
| Natixis Advisors, L.P. | 21,576 | $1.21M | 0.00% | +5,821+36.9% | Added |
| Worldquant Millennium Advisors LLC | 22,958 | $1.28M | 0.00% | +22,958 | New |
| Pekin Hardy Strauss, Inc. | 23,025 | $1.29M | 0.11% | +23,025 | New |
| Acadian Asset Management LLC | 23,534 | $1.31M | 0.00% | +23,534 | New |
| Caitong International Asset Management Co., Ltd | 23,684 | $1.32M | 0.18% | −47,489−66.7% | Reduced |
| Symmetry Investments LP | 23,800 | $1.33M | 0.15% | −32,200−57.5% | Reduced |
| Jones Financial Companies LLLP | 24,388 | $1.34M | 0.00% | +7,962+48.5% | Added |
| Galaxy Digital Capital Management GP LLC | 24,130 | $1.35M | 0.81% | +24,130 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 24,685 | $1.38M | 0.00% | +24,685 | New |
| BCJ Capital Management, LLC | 25,030 | $1.40M | 0.07% | +25,030 | New |
| Captrust Financial Advisors | 25,793 | $1.44M | 0.00% | +15,740+156.6% | Added |
| D.A. Davidson & Co. | 26,615 | $1.49M | 0.01% | +26,615 | New |
| Pinnbrook Capital Management LP | 26,900 | $1.50M | 0.25% | +26,900 | New |
| Steadfast Capital Management LP | 27,000 | $1.51M | 0.05% | +27,000 | New |
| State of New Jersey Common Pension Fund D | 28,200 | $1.58M | 0.01% | +28,200 | New |
| IMC-Chicago, LLC | 28,554 | $1.60M | 0.01% | +28,554 | New |
| Alps Advisors Inc | 29,255 | $1.63M | 0.01% | +29,255 | New |
| KLCM Advisors, Inc. | 30,000 | $1.68M | 0.13% | 00.0% | Unchanged |
| Formula Growth Ltd | 30,335 | $1.69M | 0.60% | −52,517−63.4% | Reduced |
| DnB Asset Management AS | 31,537 | $1.76M | 0.00% | −159,756−83.5% | Reduced |
| KLP Kapitalforvaltning AS | 32,100 | $1.79M | 0.01% | +32,100 | New |
| Commonwealth Equity Services, LLC | 32,379 | $1.81M | 0.00% | +24,874+331.4% | Added |
| Shay Capital LLC | 32,860 | $1.84M | 0.20% | −140,000−81.0% | Reduced |
| Scholtz & Company, LLC | 33,869 | $1.89M | 0.94% | +33,869 | New |
| Abn Amro Investment Solutions | 34,082 | $1.90M | 0.02% | +34,082 | New |
| Virtu Financial LLC | 34,722 | $1.94M | 0.06% | +34,722 | New |
| Rockefeller Capital Management L.P. | 35,460 | $1.98M | 0.00% | +34,448+3,404.0% | Added |
| Altshuler Shaham Ltd | 35,541 | $1.99M | 0.02% | +35,541 | New |
| Vanguard Investments Australia, Ltd. | 36,379 | $2.03M | 0.01% | +36,379 | New |
| Public Employees Retirement System of Ohio | 36,421 | $2.03M | 0.01% | +36,421 | New |
| Winton Group Ltd | 37,500 | $2.09M | 0.07% | +37,500 | New |
| Arizona State Retirement System | 39,144 | $2.19M | 0.01% | +39,144 | New |
| Fifth Third Bancorp | 39,850 | $2.23M | 0.00% | +39,796+73,696.3% | Added |
| Entropy Technologies, LP | 44,073 | $2.46M | 0.10% | +44,073 | New |
| Rithm Capital Corp. | 45,000 | $2.51M | 3.09% | 00.0% | Unchanged |
| Credit Agricole S A | 45,000 | $2.51M | 0.01% | +45,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,439 | $2.54M | 0.00% | +45,439 | New |
| LPL Financial LLC | 47,786 | $2.67M | 0.00% | +31,375+191.2% | Added |
| Vanguard Global Advisers, LLC | 49,217 | $2.75M | 0.00% | +14,586+42.1% | Added |
| Capricorn Fund Managers Ltd | 49,657 | $2.77M | 0.22% | +49,657 | New |
| Polen Capital Management LLC | 50,328 | $2.81M | 0.02% | +50,328 | New |
| Treasurer of the State of North Carolina | 54,420 | $3.04M | 0.01% | +54,420 | New |
| Aire Advisors, LLC | 55,000 | $3.07M | 0.50% | +20,000+57.1% | Added |