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 |
|---|---|---|---|---|---|
| ABN AMRO Bank N.V. | 56,850 | $3.16M | 0.04% | −31,150−35.4% | Reduced |
| Emerald Investment Advisers, LLC | 57,062 | $3.19M | 0.21% | +57,062 | New |
| Pathstone Holdings, LLC | 57,482 | $3.21M | 0.01% | +57,482 | New |
| Police & Firemen's Retirement System of New Jersey | 57,732 | $3.22M | 0.02% | +57,732 | New |
| TCW Group Inc | 58,865 | $3.29M | 0.02% | −418,638−87.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 60,116 | $3.36M | 0.00% | +60,116 | New |
| Tribune Investment Group LP | 64,700 | $3.61M | 2.44% | +64,700 | New |
| Pentwater Capital Management LP | 65,000 | $3.63M | 0.03% | −95,000−59.4% | Reduced |
| Resolute Capital Asset Partners LLC | 65,000 | $3.63M | 1.55% | +18,400+39.5% | Added |
| Renaissance Capital LLC | 65,171 | $3.64M | 2.01% | +26,732+69.5% | Added |
| Melqart Asset Management (UK) Ltd | 65,574 | $3.66M | 0.35% | +65,574 | New |
| Y-Intercept (Hong Kong) Ltd | 71,173 | $3.98M | 0.08% | +71,173 | New |
| Cambridge Investment Research Advisors, Inc. | 73,240 | $4.09M | 0.01% | +63,678+665.9% | Added |
| Schonfeld Strategic Advisors LLC | 77,408 | $4.32M | 0.02% | −185,913−70.6% | Reduced |
| FirstWave Capital Management LLC | 77,617 | $4.34M | 1.91% | +77,617 | New |
| State Board of Administration of Florida Retirement System | 78,118 | $4.36M | 0.01% | +78,118 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79,200 | $4.42M | 0.00% | +79,200 | New |
| Boothbay Fund Management, LLC | 86,148 | $4.81M | 0.09% | −177,751−67.4% | Reduced |
| Shikiar Asset Management Inc | 86,290 | $4.82M | 1.22% | +86,290 | New |
| First Trust Advisors LP | 86,436 | $4.83M | 0.00% | +86,436 | New |
| Brooklands Fund Management Ltd | 108,812 | $4.86M | 3.81% | +42,797+64.8% | Added |
| Interval Partners, LP | 89,818 | $5.02M | 0.16% | −209,069−69.9% | Reduced |
| Capital Fund Management S.A. | 90,763 | $5.07M | 0.04% | +90,763 | New |
| Russell Investments Group, Ltd. | 94,151 | $5.26M | 0.00% | +94,151 | New |
| B. Metzler seel. Sohn & Co. AG | 96,120 | $5.37M | 0.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 96,356 | $5.38M | 0.01% | −25,899−21.2% | Reduced |
| Vanguard Asset Management, Ltd | 102,691 | $5.74M | 0.00% | +102,691 | New |
| Aventail Capital Group, LP | 106,399 | $5.94M | 0.34% | −173,087−61.9% | Reduced |
| Defiance ETFs, LLC | 121,122 | $6.04M | 0.08% | +121,122 | New |
| Pier Capital, LLC | 109,208 | $6.10M | 0.81% | +109,208 | New |
| Zweig-DiMenna Associates LLC | 109,268 | $6.10M | 0.55% | +109,268 | New |
| Ensign Peak Advisors, Inc | 111,774 | $6.24M | 0.01% | +111,774 | New |
| Cetera Investment Advisers | 112,882 | $6.31M | 0.01% | +84,119+292.5% | Added |
| Legal & General Group Plc | 116,381 | $6.50M | 0.00% | +97,462+515.2% | Added |
| Kerrisdale Advisers, LLC | 116,572 | $6.51M | 1.63% | +116,572 | New |
| State of Wisconsin Investment Board | 117,391 | $6.56M | 0.01% | +61,891+111.5% | Added |
| Rhumbline Advisers | 122,491 | $6.84M | 0.01% | +122,491 | New |
| XTX Topco Ltd | 122,886 | $6.86M | 0.09% | +5,924+5.1% | Added |
| Holocene Advisors, LP | 122,946 | $6.87M | 0.02% | −1,345,803−91.6% | Reduced |
| Cramer Rosenthal McGlynn LLC | 123,967 | $6.92M | 0.35% | +88,696+251.5% | Added |
| New York State Common Retirement Fund | 125,717 | $7.02M | 0.01% | +83,904+200.7% | Added |
| Centiva Capital, LP | 128,734 | $7.19M | 0.24% | +128,734 | New |
| G2 Investment Partners Management LLC | 129,605 | $7.24M | 1.32% | +129,605 | New |
| Envestnet Asset Management Inc | 132,620 | $7.41M | 0.00% | +114,803+644.3% | Added |
| Mediolanum International Funds Ltd | 136,135 | $7.49M | 0.06% | +136,135 | New |
| Moody National Bank Trust Division | 139,809 | $7.81M | 0.65% | +139,809 | New |
| Toroso Investments, LLC | 140,667 | $7.86M | 0.02% | +140,667 | New |
| Dnca Finance | 143,400 | $8.01M | 0.39% | −184,600−56.3% | Reduced |
| Marshall Wace, LLP | 143,944 | $8.04M | 0.01% | −505,690−77.8% | Reduced |
| Conestoga Capital Advisors, LLC | 148,895 | $8.32M | 0.18% | +148,895 | New |
| Capstone Investment Advisors, LLC | 150,000 | $8.38M | 0.06% | −150,000−50.0% | Reduced |
| Verition Fund Management LLC | 151,582 | $8.47M | 0.06% | −351,718−69.9% | Reduced |
| Amundi | 155,658 | $8.70M | 0.00% | +155,658 | New |
| Barclays PLC | 159,880 | $8.93M | 0.00% | +153,576+2,436.2% | Added |
| Quadrature Capital Ltd | 159,886 | $8.93M | 0.08% | +159,886 | New |
| PDT Partners, LLC | 160,391 | $8.96M | 0.47% | +160,391 | New |
| Nomura Asset Management International Inc. | 160,421 | $8.96M | 0.01% | +160,421 | New |
| Engineers Gate Manager LP | 160,961 | $8.99M | 0.12% | +27,209+20.3% | Added |
| HRT Financial LP | 162,333 | $9.07M | 0.02% | +162,333 | New |
| California State Teachers Retirement System | 163,746 | $9.15M | 0.01% | +163,746 | New |
| Gillson Capital LP | 166,000 | $9.27M | 0.55% | +126,000+315.0% | Added |
| Dilation Capital Management LP | 175,875 | $9.82M | 3.96% | +175,875 | New |
| Moore Capital Management, LP | 186,199 | $10.4M | 0.24% | −550,225−74.7% | Reduced |
| Crestwood Capital Management, L.P. | 192,866 | $10.8M | 7.06% | −87,134−31.1% | Reduced |
| Hel Ved Capital Management Ltd | 194,400 | $10.9M | 1.53% | +194,400 | New |
| Algert Global LLC | 196,992 | $11.0M | 0.13% | +196,992 | New |
| Security National Bank | 199,710 | $11.2M | 1.33% | +199,710 | New |
| Reaves W H & Co Inc | 200,000 | $11.2M | 0.17% | +200,000 | New |
| Norges Bank | 200,000 | $11.2M | 0.00% | +200,000 | New |
| Anson Funds Management LP | 207,737 | $11.6M | 1.09% | +189,356+1,030.2% | Added |
| SEI Investments Co | 212,545 | $11.9M | 0.01% | +126,623+147.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 218,624 | $12.2M | 0.02% | −2,886−1.3% | Reduced |
| Wealth High Governance Capital Ltda | 220,824 | $12.3M | 3.69% | +220,824 | New |
| Jump Financial, LLC | 224,707 | $12.6M | 0.11% | +224,707 | New |
| D. E. Shaw & Co., Inc. | 228,174 | $12.7M | 0.01% | −980,336−81.1% | Reduced |
| American Century Companies Inc | 231,490 | $12.9M | 0.01% | −345−0.1% | Reduced |
| Cooper Creek Partners Management LLC | 239,363 | $13.4M | 0.56% | +239,363 | New |
| Squarepoint Ops LLC | 240,607 | $13.4M | 0.03% | −296,618−55.2% | Reduced |
| Tudor Investment Corp Et Al | 261,760 | $14.6M | 0.06% | −45,521−14.8% | Reduced |
| Federated Hermes, Inc. | 276,200 | $15.4M | 0.02% | +276,200 | New |
| Wells Fargo & Company | 278,126 | $15.5M | 0.00% | +123,740+80.1% | Added |
| Swiss National Bank | 284,700 | $15.9M | 0.01% | +284,700 | New |
| Laurion Capital Management LP | 293,800 | $16.4M | 1.19% | −406,200−58.0% | Reduced |
| Maplelane Capital, LLC | 320,000 | $17.9M | 0.75% | −796,246−71.3% | Reduced |
| Susquehanna International Group, LLP | 320,642 | $17.9M | 0.02% | +320,642 | New |
| BW Gestao de Investimentos Ltda. | 320,824 | $17.9M | 0.43% | −219,176−40.6% | Reduced |
| Bank of New York Mellon Corp | 326,317 | $18.2M | 0.00% | +290,577+813.0% | Added |
| Mizuho Markets Cayman LP | 327,712 | $18.3M | 0.69% | +327,712 | New |
| Goodlander Investment Management, LLC | 330,000 | $18.4M | 5.56% | −1,050,000−76.1% | Reduced |
| Glynn Capital Management LLC | 334,753 | $18.7M | 5.15% | −6,714−2.0% | Reduced |
| Victory Capital Management Inc | 335,062 | $18.7M | 0.01% | +179,930+116.0% | Added |
| Qube Research & Technologies Ltd | 341,678 | $19.1M | 0.02% | +114,836+50.6% | Added |
| Axiom Investors LLC | 343,185 | $19.2M | 0.17% | +343,185 | New |
| Hudson Bay Capital Management LP | 345,247 | $19.3M | 0.09% | −199,291−36.6% | Reduced |
| Covalis Capital LLP | 350,000 | $19.6M | 1.10% | +24,259+7.4% | Added |
| Aperture Investors, LLC | 360,862 | $20.2M | 2.14% | −434,202−54.6% | Reduced |
| Thames Capital Management LLC | 398,912 | $22.3M | 1.83% | +398,912 | New |
| Royal Bank of Canada | 407,309 | $22.8M | 0.00% | −30,276−6.9% | Reduced |
| UBS Asset Management Americas Inc | 413,941 | $23.1M | 0.00% | +413,941 | New |
| Encompass Capital Advisors LLC | 424,476 | $23.7M | 1.02% | −1,501,223−78.0% | Reduced |