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 |
|---|---|---|---|---|---|
| Anson Funds Management LP | 207,737 | $11.6M | 1.09% | +189,356+1,030.2% | Added |
| 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 |
| Security National Bank | 199,710 | $11.2M | 1.33% | +199,710 | New |
| Algert Global LLC | 196,992 | $11.0M | 0.13% | +196,992 | New |
| Hel Ved Capital Management Ltd | 194,400 | $10.9M | 1.53% | +194,400 | New |
| Crestwood Capital Management, L.P. | 192,866 | $10.8M | 7.06% | −87,134−31.1% | Reduced |
| Moore Capital Management, LP | 186,199 | $10.4M | 0.24% | −550,225−74.7% | Reduced |
| Dilation Capital Management LP | 175,875 | $9.82M | 3.96% | +175,875 | New |
| Gillson Capital LP | 166,000 | $9.27M | 0.55% | +126,000+315.0% | Added |
| California State Teachers Retirement System | 163,746 | $9.15M | 0.01% | +163,746 | New |
| HRT Financial LP | 162,333 | $9.07M | 0.02% | +162,333 | New |
| Engineers Gate Manager LP | 160,961 | $8.99M | 0.12% | +27,209+20.3% | Added |
| Nomura Asset Management International Inc. | 160,421 | $8.96M | 0.01% | +160,421 | New |
| PDT Partners, LLC | 160,391 | $8.96M | 0.47% | +160,391 | New |
| Quadrature Capital Ltd | 159,886 | $8.93M | 0.08% | +159,886 | New |
| Barclays PLC | 159,880 | $8.93M | 0.00% | +153,576+2,436.2% | Added |
| Amundi | 155,658 | $8.70M | 0.00% | +155,658 | New |
| Verition Fund Management LLC | 151,582 | $8.47M | 0.06% | −351,718−69.9% | Reduced |
| Capstone Investment Advisors, LLC | 150,000 | $8.38M | 0.06% | −150,000−50.0% | Reduced |
| Conestoga Capital Advisors, LLC | 148,895 | $8.32M | 0.18% | +148,895 | New |
| Marshall Wace, LLP | 143,944 | $8.04M | 0.01% | −505,690−77.8% | Reduced |
| Dnca Finance | 143,400 | $8.01M | 0.39% | −184,600−56.3% | Reduced |
| Toroso Investments, LLC | 140,667 | $7.86M | 0.02% | +140,667 | New |
| Moody National Bank Trust Division | 139,809 | $7.81M | 0.65% | +139,809 | New |
| Mediolanum International Funds Ltd | 136,135 | $7.49M | 0.06% | +136,135 | New |
| Envestnet Asset Management Inc | 132,620 | $7.41M | 0.00% | +114,803+644.3% | Added |
| G2 Investment Partners Management LLC | 129,605 | $7.24M | 1.32% | +129,605 | New |
| Centiva Capital, LP | 128,734 | $7.19M | 0.24% | +128,734 | New |
| New York State Common Retirement Fund | 125,717 | $7.02M | 0.01% | +83,904+200.7% | Added |
| Cramer Rosenthal McGlynn LLC | 123,967 | $6.92M | 0.35% | +88,696+251.5% | Added |
| Holocene Advisors, LP | 122,946 | $6.87M | 0.02% | −1,345,803−91.6% | Reduced |
| XTX Topco Ltd | 122,886 | $6.86M | 0.09% | +5,924+5.1% | Added |
| Rhumbline Advisers | 122,491 | $6.84M | 0.01% | +122,491 | New |
| State of Wisconsin Investment Board | 117,391 | $6.56M | 0.01% | +61,891+111.5% | Added |
| Kerrisdale Advisers, LLC | 116,572 | $6.51M | 1.63% | +116,572 | New |
| Legal & General Group Plc | 116,381 | $6.50M | 0.00% | +97,462+515.2% | Added |
| Cetera Investment Advisers | 112,882 | $6.31M | 0.01% | +84,119+292.5% | Added |
| Ensign Peak Advisors, Inc | 111,774 | $6.24M | 0.01% | +111,774 | New |
| Zweig-DiMenna Associates LLC | 109,268 | $6.10M | 0.55% | +109,268 | New |
| Pier Capital, LLC | 109,208 | $6.10M | 0.81% | +109,208 | New |
| Defiance ETFs, LLC | 121,122 | $6.04M | 0.08% | +121,122 | New |
| Aventail Capital Group, LP | 106,399 | $5.94M | 0.34% | −173,087−61.9% | Reduced |
| Vanguard Asset Management, Ltd | 102,691 | $5.74M | 0.00% | +102,691 | New |
| Lazard Asset Management LLC | 96,356 | $5.38M | 0.01% | −25,899−21.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 96,120 | $5.37M | 0.05% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 94,151 | $5.26M | 0.00% | +94,151 | New |
| Capital Fund Management S.A. | 90,763 | $5.07M | 0.04% | +90,763 | New |
| Interval Partners, LP | 89,818 | $5.02M | 0.16% | −209,069−69.9% | Reduced |
| Brooklands Fund Management Ltd | 108,812 | $4.86M | 3.81% | +42,797+64.8% | Added |
| First Trust Advisors LP | 86,436 | $4.83M | 0.00% | +86,436 | New |
| Shikiar Asset Management Inc | 86,290 | $4.82M | 1.22% | +86,290 | New |
| Boothbay Fund Management, LLC | 86,148 | $4.81M | 0.09% | −177,751−67.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79,200 | $4.42M | 0.00% | +79,200 | New |
| State Board of Administration of Florida Retirement System | 78,118 | $4.36M | 0.01% | +78,118 | New |
| FirstWave Capital Management LLC | 77,617 | $4.34M | 1.91% | +77,617 | New |
| Schonfeld Strategic Advisors LLC | 77,408 | $4.32M | 0.02% | −185,913−70.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 73,240 | $4.09M | 0.01% | +63,678+665.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 71,173 | $3.98M | 0.08% | +71,173 | New |
| Melqart Asset Management (UK) Ltd | 65,574 | $3.66M | 0.35% | +65,574 | New |
| Renaissance Capital LLC | 65,171 | $3.64M | 2.01% | +26,732+69.5% | Added |
| 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 |
| Tribune Investment Group LP | 64,700 | $3.61M | 2.44% | +64,700 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 60,116 | $3.36M | 0.00% | +60,116 | New |
| TCW Group Inc | 58,865 | $3.29M | 0.02% | −418,638−87.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 57,732 | $3.22M | 0.02% | +57,732 | New |
| Pathstone Holdings, LLC | 57,482 | $3.21M | 0.01% | +57,482 | New |
| Emerald Investment Advisers, LLC | 57,062 | $3.19M | 0.21% | +57,062 | New |
| ABN AMRO Bank N.V. | 56,850 | $3.16M | 0.04% | −31,150−35.4% | Reduced |
| Aire Advisors, LLC | 55,000 | $3.07M | 0.50% | +20,000+57.1% | Added |
| Treasurer of the State of North Carolina | 54,420 | $3.04M | 0.01% | +54,420 | New |
| Polen Capital Management LLC | 50,328 | $2.81M | 0.02% | +50,328 | New |
| Capricorn Fund Managers Ltd | 49,657 | $2.77M | 0.22% | +49,657 | New |
| Vanguard Global Advisers, LLC | 49,217 | $2.75M | 0.00% | +14,586+42.1% | Added |
| LPL Financial LLC | 47,786 | $2.67M | 0.00% | +31,375+191.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,439 | $2.54M | 0.00% | +45,439 | 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 |
| Entropy Technologies, LP | 44,073 | $2.46M | 0.10% | +44,073 | New |
| Fifth Third Bancorp | 39,850 | $2.23M | 0.00% | +39,796+73,696.3% | Added |
| Arizona State Retirement System | 39,144 | $2.19M | 0.01% | +39,144 | New |
| Winton Group Ltd | 37,500 | $2.09M | 0.07% | +37,500 | New |
| Public Employees Retirement System of Ohio | 36,421 | $2.03M | 0.01% | +36,421 | New |
| Vanguard Investments Australia, Ltd. | 36,379 | $2.03M | 0.01% | +36,379 | New |
| Altshuler Shaham Ltd | 35,541 | $1.99M | 0.02% | +35,541 | New |
| Rockefeller Capital Management L.P. | 35,460 | $1.98M | 0.00% | +34,448+3,404.0% | Added |
| Virtu Financial LLC | 34,722 | $1.94M | 0.06% | +34,722 | New |
| Abn Amro Investment Solutions | 34,082 | $1.90M | 0.02% | +34,082 | New |
| Scholtz & Company, LLC | 33,869 | $1.89M | 0.94% | +33,869 | New |
| Shay Capital LLC | 32,860 | $1.84M | 0.20% | −140,000−81.0% | Reduced |
| Commonwealth Equity Services, LLC | 32,379 | $1.81M | 0.00% | +24,874+331.4% | Added |
| KLP Kapitalforvaltning AS | 32,100 | $1.79M | 0.01% | +32,100 | New |
| DnB Asset Management AS | 31,537 | $1.76M | 0.00% | −159,756−83.5% | Reduced |
| Formula Growth Ltd | 30,335 | $1.69M | 0.60% | −52,517−63.4% | Reduced |
| KLCM Advisors, Inc. | 30,000 | $1.68M | 0.13% | 00.0% | Unchanged |
| Alps Advisors Inc | 29,255 | $1.63M | 0.01% | +29,255 | New |
| IMC-Chicago, LLC | 28,554 | $1.60M | 0.01% | +28,554 | New |
| State of New Jersey Common Pension Fund D | 28,200 | $1.58M | 0.01% | +28,200 | New |
| Steadfast Capital Management LP | 27,000 | $1.51M | 0.05% | +27,000 | New |