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 |
|---|---|---|---|---|---|
| Pinnbrook Capital Management LP | 26,900 | $1.50M | 0.25% | +26,900 | New |
| D.A. Davidson & Co. | 26,615 | $1.49M | 0.01% | +26,615 | New |
| Captrust Financial Advisors | 25,793 | $1.44M | 0.00% | +15,740+156.6% | Added |
| BCJ Capital Management, LLC | 25,030 | $1.40M | 0.07% | +25,030 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 24,685 | $1.38M | 0.00% | +24,685 | New |
| Galaxy Digital Capital Management GP LLC | 24,130 | $1.35M | 0.81% | +24,130 | New |
| Jones Financial Companies LLLP | 24,388 | $1.34M | 0.00% | +7,962+48.5% | Added |
| Symmetry Investments LP | 23,800 | $1.33M | 0.15% | −32,200−57.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 23,684 | $1.32M | 0.18% | −47,489−66.7% | Reduced |
| Acadian Asset Management LLC | 23,534 | $1.31M | 0.00% | +23,534 | New |
| Pekin Hardy Strauss, Inc. | 23,025 | $1.29M | 0.11% | +23,025 | New |
| Worldquant Millennium Advisors LLC | 22,958 | $1.28M | 0.00% | +22,958 | New |
| Natixis Advisors, L.P. | 21,576 | $1.21M | 0.00% | +5,821+36.9% | Added |
| Diametric Capital, LP | 21,500 | $1.20M | 0.13% | −123,093−85.1% | Reduced |
| Xponance, Inc. | 20,908 | $1.17M | 0.01% | +20,908 | New |
| Longaeva Partners L.P. | 20,877 | $1.17M | 0.03% | −97,534−82.4% | Reduced |
| IVC Wealth Advisors LLC | 20,464 | $1.14M | 0.45% | +20,464 | New |
| Stifel Financial Corp | 20,145 | $1.13M | 0.00% | +20,145 | New |
| Citigroup Inc | 19,216 | $1.07M | 0.00% | −8,189−29.9% | Reduced |
| MCF Advisors LLC | 17,905 | $1.00M | 0.04% | +17,588+5,548.3% | Added |
| Maven Securities LTD | 17,655 | $986.2K | 0.07% | −257,595−93.6% | Reduced |
| Yorktown Management & Research Co Inc | 17,200 | $960.8K | 0.59% | +17,200 | New |
| Quantbot Technologies LP | 17,164 | $958.8K | 0.04% | +16,969+8,702.1% | Added |
| Caption Management, LLC | 17,000 | $949.6K | 0.03% | +17,000 | New |
| Virginia Retirement Systems Et Al | 16,800 | $938.4K | 0.01% | +16,800 | New |
| Oppenheimer & Co Inc | 15,685 | $876.2K | 0.01% | +15,685 | New |
| Dockside LLC | 15,564 | $869.4K | 0.20% | +15,564 | New |
| Manufacturers Life Insurance Company, The | 15,143 | $845.9K | 0.00% | +15,143 | New |
| Mosaic Advisors LLC | 15,000 | $837.9K | 1.12% | 00.0% | Unchanged |
| US Bancorp | 14,403 | $804.6K | 0.00% | +7,174+99.2% | Added |
| Sanctuary Advisors, LLC | 14,392 | $803.9K | 0.00% | +2,244+18.5% | Added |
| Oppenheimer Asset Management Inc. | 14,257 | $796.4K | 0.01% | +14,257 | New |
| Public Employees Retirement Association of Colorado | 14,131 | $789.0K | 0.00% | +14,131 | New |
| Vestmark Advisory Solutions, Inc. | 13,708 | $765.7K | 0.01% | −2,379−14.8% | Reduced |
| Concentric Capital Strategies, LP | 13,222 | $738.6K | 0.05% | −6,705−33.6% | Reduced |
| Readystate Asset Management LP | 13,070 | $730.1K | 0.03% | −71,931−84.6% | Reduced |
| Simplex Trading, LLC | 12,933 | $722.4K | 0.02% | +12,933 | New |
| Summit Financial, LLC | 12,322 | $688.3K | 0.01% | +12,322 | New |
| Round Rock Advisors, LLC | 12,184 | $680.6K | 0.09% | +125+1.0% | Added |
| Bannerstone Capital Management, LLC | 11,094 | $619.7K | 0.52% | +11,094 | New |
| Wellington Shields Capital Management, LLC | 11,050 | $617.3K | 0.08% | +11,050 | New |
| Teacher Retirement System of Texas | 10,954 | $611.9K | 0.00% | −34,046−75.7% | Reduced |
| Park Avenue Securities LLC | 10,946 | $611.0K | 0.00% | +10,946 | New |
| Creative Financial Designs Inc | 10,728 | $599.3K | 0.03% | +10,728 | New |
| Wealth Enhancement Advisory Services, LLC | 12,481 | $571.0K | 0.00% | +12,481 | New |
| Omers Administration Corp | 10,200 | $569.8K | 0.00% | +3,000+41.7% | Added |
| Amalgamated Bank | 10,169 | $568.0K | 0.00% | +10,169 | New |
| The PNC Financial Services Group, Inc. | 9,306 | $519.8K | 0.00% | +9,306 | New |
| Snowden Capital Advisors LLC | 9,265 | $517.5K | 0.01% | +9,265 | New |
| Truist Financial Corp | 8,985 | $501.9K | 0.00% | +8,985 | New |
| Integrated Wealth Concepts LLC | 8,662 | $483.9K | 0.00% | +8,662 | New |
| Swiss Life Asset Management Ltd | 8,637 | $482.5K | 0.00% | +8,637 | New |
| Oasis Management Co Ltd. | 8,100 | $452.5K | 0.05% | +8,100 | 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 |
| EntryPoint Capital, LLC | 7,964 | $444.9K | 0.11% | +7,964 | New |
| Cresset Asset Management, LLC | 7,783 | $434.8K | 0.00% | +7,783 | New |
| MML Investors Services, LLC | 7,624 | $425.9K | 0.00% | +7,624 | New |
| Concurrent Investment Advisors, LLC | 7,352 | $410.7K | 0.00% | +7,352 | New |
| Leavell Investment Management, Inc. | 7,255 | $405.3K | 0.01% | +7,255 | New |
| SG Americas Securities, LLC | 7,252 | $405.0K | 0.00% | +7,252 | New |
| CIBC Asset Management Inc | 7,216 | $403.1K | 0.00% | +7,216 | New |
| Vident Advisory, LLC | 7,209 | $402.7K | 0.00% | +7,209 | New |
| DV Trading LLC | 7,104 | $396.8K | 0.03% | +7,104 | New |
| MetLife Investment Management | 7,103 | $396.8K | 0.00% | +7,103 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 6,925 | $386.8K | 0.11% | +6,925 | New |
| Maryland State Retirement & Pension System | 6,730 | $375.9K | 0.01% | +6,730 | New |
| Utah Retirement Systems | 6,666 | $372.4K | 0.00% | +6,666 | New |
| GWM Advisors LLC | 6,646 | $371.2K | 0.00% | +6,166+1,284.6% | Added |
| Advisor Group Holdings, Inc. | 6,631 | $370.4K | 0.00% | +5,657+580.8% | Added |
| Baird Financial Group, Inc. | 6,624 | $370.0K | 0.00% | −5,194−43.9% | Reduced |
| Stephens Inc | 6,544 | $365.5K | 0.00% | +6,544 | New |
| Foundations Investment Advisors, LLC | 6,513 | $363.8K | 0.00% | −2,109−24.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,477 | $361.8K | 0.00% | +6,477 | New |
| Level Four Advisory Services, LLC | 6,460 | $360.9K | 0.01% | +6,460 | New |
| Kopp Family Office, LLC | 6,104 | $341.0K | 0.21% | +6,104 | New |
| Mane Global Capital Management LP | 6,000 | $335.2K | 0.03% | −9,829−62.1% | Reduced |
| RiverPark Advisors, LLC | 5,886 | $328.8K | 0.15% | +2,152+57.6% | Added |
| Moneta Group Investment Advisors LLC | 5,724 | $319.7K | 0.00% | +5,724 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 5,488 | $306.6K | 0.13% | −3,134−36.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,315 | $296.9K | 0.00% | +5,315 | New |
| National Bank of Canada | 5,197 | $290.3K | 0.00% | +5,197 | New |
| SummitTX Capital, L.P. | 5,182 | $289.5K | 0.01% | +5,182 | New |
| Cerity Partners LLC | 5,333 | $286.8K | 0.00% | −2,130−28.5% | Reduced |
| HighTower Advisors, LLC | 5,020 | $280.4K | 0.00% | +5,020 | New |
| Scoggin Management LP | 5,000 | $279.3K | 0.07% | +5,000 | New |
| Dara Capital US, Inc. | 4,824 | $269.5K | 0.19% | +4,824 | New |
| Federation des caisses Desjardins du Quebec | 4,552 | $254.3K | 0.00% | +4,552 | New |
| Private Advisor Group, LLC | 4,375 | $244.4K | 0.00% | +4,375 | New |
| Savant Capital, LLC | 4,514 | $243.7K | 0.00% | +4,514 | New |
| Assetmark, Inc | 4,358 | $243.4K | 0.00% | −63−1.4% | Reduced |
| Prelude Capital Management, LLC | 4,275 | $238.8K | 0.02% | −18,223−81.0% | Reduced |
| Motley Fool Asset Management LLC | 4,264 | $238.2K | 0.01% | +4,264 | New |
| Secure Asset Management, LLC | 4,236 | $236.6K | 0.03% | +4,236 | New |
| Everence Capital Management Inc | 4,233 | $236.0K | 0.01% | +4,233 | New |
| Soros Capital Management LLC | 4,156 | $232.2K | 0.04% | +4,156 | New |
| KBC Group NV | 4,105 | $229.0K | 0.00% | +4,105 | New |
| Waterloo Capital, L.P. | 4,085 | $228.2K | 0.01% | +4,085 | New |
| Armstrong Advisory Group, Inc | 4,084 | $228.1K | 0.01% | +4,084 | New |
| Itau Unibanco Holding S.A. | 4,000 | $223.4K | 0.00% | +2,300+135.3% | Added |