Legence Corp.
LGN- Exchange
- Nasdaq
- Industry
- Construction - Special Trade Contractors
- SEC CIK
- 0002052568
In the last 90 days, Legence Corp. insiders filed 0 open-market purchases and 2 sales; 267 institutions reported holding it in 13F filings for Q2 2026, worth $7.24B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q1 2026
Institutional positions in Legence Corp. as of Mar 31, 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
- 197
- +33 vs. Q4 2025
- Shares held
- 72.7M
- +4.91M (+7.2%) vs. Q4 2025
- Total value
- $4.10B
- +$1.19B (+40.7%) vs. Q4 2025
- New holders
- 62
- 79 more added
- Sold out
- 29
- 44 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LGN 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 | 267 | $7.24B |
| Q1 2026 | 197 | $4.10B |
| Q4 2025 | 169 | $3.09B |
| Q3 2025 | 95 | $1.90B |
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Legence Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 2 | $113 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 3 | $169 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $226 | 0.00% | +4 | New |
| Rachor Investment Advisory Services, LLC | 5 | $283 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 7 | $417 | 0.00% | +7 | New |
| Caitong International Asset Management Co., Ltd | 9 | $508 | 0.00% | −239−96.4% | Reduced |
| UMA Financial Services, Inc. | 15 | $847 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 17 | $960 | 0.00% | +7+70.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 17 | $960 | 0.00% | +17 | New |
| Massmutual Trust Co FSB | 19 | $1.07K | 0.00% | +19 | New |
| Root Financial Partners, LLC | 19 | $1.07K | 0.00% | +19 | New |
| Rothschild Investment LLC | 23 | $1.30K | 0.00% | +18+360.0% | Added |
| International Assets Investment Management, LLC | 22 | $1.31K | 0.00% | +22 | New |
| Allworth Financial LP | 45 | $2.54K | 0.00% | +11+32.4% | Added |
| IFP Advisors, Inc | 50 | $2.82K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $3.10K | 0.00% | +55 | New |
| Advisor Group Holdings, Inc. | 61 | $3.44K | 0.00% | −7−10.3% | Reduced |
| CWM, LLC | 62 | $3.50K | 0.00% | +62 | New |
| Golden State Equity Partners | 80 | $4.52K | 0.00% | +80 | New |
| Stone House Investment Management, LLC | 80 | $4.52K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 64 | $5.78K | 0.00% | +20+45.5% | Added |
| US Bancorp | 155 | $8.75K | 0.00% | +155 | New |
| GAMMA Investing LLC | 207 | $11.7K | 0.00% | +93+81.6% | Added |
| First Horizon Corp | 226 | $12.8K | 0.00% | +11+5.1% | Added |
| MCF Advisors LLC | 310 | $17.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 500 | $28.2K | 0.00% | −13−2.5% | Reduced |
| Sterling Capital Management LLC | 681 | $38.4K | 0.00% | −383−36.0% | Reduced |
| Nisa Investment Advisors, LLC | 906 | $51.2K | 0.00% | +906 | New |
| KBC Group NV | 1,162 | $66.0K | 0.00% | +1,162 | New |
| Mark Sheptoff Financial Planning, LLC | 750 | $74.5K | 0.04% | +750 | New |
| Truvestments Capital LLC | 1,775 | $100.2K | 0.02% | +1,775 | New |
| Ameritas Investment Partners, Inc. | 3,060 | $172.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,451 | $194.8K | 0.01% | −14,884−81.2% | Reduced |
| Level Four Advisory Services, LLC | 3,808 | $215.0K | 0.01% | +3,808 | New |
| Vident Advisory, LLC | 3,986 | $225.1K | 0.00% | +3,986 | New |
| Sanctuary Advisors, LLC | 4,043 | $228.3K | 0.00% | +4,043 | New |
| American Century Companies Inc | 4,083 | $230.5K | 0.00% | +4,083 | New |
| Citigroup Inc | 4,356 | $245.9K | 0.00% | +3,025+227.3% | Added |
| Victory Capital Management Inc | 4,447 | $251.1K | 0.00% | +4,447 | New |
| State of Wyoming | 4,524 | $255.4K | 0.03% | +4,524 | New |
| Centiva Capital, LP | 4,611 | $260.3K | 0.01% | +4,611 | New |
| Diametric Capital, LP | 4,840 | $273.3K | 0.07% | −34,300−87.6% | Reduced |
| Atria Investments LLC | 4,948 | $279.4K | 0.00% | +4,948 | New |
| ProShare Advisors LLC | 5,450 | $307.7K | 0.00% | −1,323−19.5% | Reduced |
| AdvisorShares Investments LLC | 5,738 | $324.0K | 0.06% | +5,738 | New |
| Prudential Financial Inc | 5,850 | $330.3K | 0.00% | +5,850 | New |
| Cetera Investment Advisers | 6,007 | $339.2K | 0.00% | +6,007 | New |
| SG Americas Securities, LLC | 6,222 | $351.0K | 0.00% | +6,222 | New |
| Voya Investment Management LLC | 6,247 | $352.7K | 0.00% | −10.0% | Reduced |
| Truist Financial Corp | 6,407 | $361.7K | 0.00% | +5+0.1% | Added |
| Fiduciary Trust Co | 6,579 | $371.4K | 0.00% | +652+11.0% | Added |
| Allstate Corp | 7,697 | $434.6K | 0.00% | +7,697 | New |
| Commerce Bank | 7,816 | $441.3K | 0.00% | +1,704+27.9% | Added |
| KLP Kapitalforvaltning AS | 8,900 | $502.5K | 0.00% | +8,900 | New |
| Pinnacle Financial Partners, Inc. | 8,928 | $504.1K | 0.00% | +8,928 | New |
| Los Angeles Capital Management LLC | 9,101 | $513.8K | 0.00% | +9,101 | New |
| Intech Investment Management LLC | 9,975 | $563.2K | 0.01% | +9,975 | New |
| Police & Firemen's Retirement System of New Jersey | 9,990 | $564.0K | 0.00% | +1,410+16.4% | Added |
| Dimensional Fund Advisors LP | 10,243 | $578.3K | 0.00% | +10,243 | New |
| Vanguard Investments Australia, Ltd. | 10,702 | $604.2K | 0.00% | +10,702 | New |
| Van Eck Associates Corp | 10,889 | $615.0K | 0.00% | +1,889+21.0% | Added |
| Arizona State Retirement System | 11,073 | $625.2K | 0.00% | +11,073 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,543 | $651.7K | 0.00% | +11,543 | New |
| Boothbay Fund Management, LLC | 11,915 | $672.7K | 0.02% | +6,040+102.8% | Added |
| Trexquant Investment LP | 12,346 | $697.1K | 0.01% | +12,346 | New |
| Swiss Life Asset Management Ltd | 6,799 | $728.3K | 0.00% | +6,799 | New |
| Susquehanna International Group, LLP | 13,490 | $761.6K | 0.00% | +13,490 | New |
| Oppenheimer Asset Management Inc. | 13,587 | $767.1K | 0.01% | +6,691+97.0% | Added |
| Vanguard Global Advisers, LLC | 13,972 | $788.9K | 0.00% | +13,972 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,324 | $808.7K | 0.00% | +2,063+16.8% | Added |
| Assetmark, Inc | 14,568 | $822.5K | 0.00% | +13,848+1,923.3% | Added |
| Mariner Investment Group LLC | 15,000 | $846.9K | 0.26% | +5,000+50.0% | Added |
| Alpha Financial Partners, LLC | 17,866 | $1.01M | 0.60% | +9+0.1% | Added |
| Manufacturers Life Insurance Company, The | 18,129 | $1.02M | 0.00% | +6,647+57.9% | Added |
| Stifel Financial Corp | 18,357 | $1.04M | 0.00% | +7,014+61.8% | Added |
| LPL Financial LLC | 20,592 | $1.16M | 0.00% | +2,589+14.4% | Added |
| MetLife Investment Management | 20,810 | $1.17M | 0.01% | +192+0.9% | Added |
| Quantbot Technologies LP | 22,470 | $1.27M | 0.05% | +17,360+339.7% | Added |
| Royal Bank of Canada | 22,856 | $1.29M | 0.00% | +19,858+662.4% | Added |
| The PNC Financial Services Group, Inc. | 23,874 | $1.35M | 0.00% | +10,243+75.1% | Added |
| Potrero Capital Research LLC | 25,059 | $1.41M | 0.87% | −68,290−73.2% | Reduced |
| State of Wisconsin Investment Board | 25,810 | $1.46M | 0.00% | +25,810 | New |
| Invesco Ltd. | 25,967 | $1.47M | 0.00% | +2,401+10.2% | Added |
| Vanguard Asset Management, Ltd | 26,446 | $1.49M | 0.00% | +26,446 | New |
| Price T Rowe Associates Inc | 26,740 | $1.51M | 0.00% | +5,414+25.4% | Added |
| Freestone Capital Holdings, LLC | 26,785 | $1.51M | 0.05% | 00.0% | Unchanged |
| Millennium Management LLC | 26,882 | $1.52M | 0.00% | +26,882 | New |
| Alliancebernstein L.P. | 38,864 | $1.67M | 0.00% | −837,201−95.6% | Reduced |
| Legal & General Group Plc | 29,652 | $1.67M | 0.00% | +26,022+716.9% | Added |
| Hel Ved Capital Management Ltd | 29,670 | $1.68M | 0.29% | −226,080−88.4% | Reduced |
| Arosa Capital Management LP | 30,000 | $1.69M | 1.10% | −10,000−25.0% | Reduced |
| Winton Group Ltd | 30,396 | $1.72M | 0.06% | −17,969−37.2% | Reduced |
| Freestone Grove Partners LP | 30,470 | $1.72M | 0.01% | −259,424−89.5% | Reduced |
| Deutsche Bank AG | 32,860 | $1.86M | 0.00% | +7,199+28.1% | Added |
| Envestnet Asset Management Inc | 35,033 | $1.98M | 0.00% | +12,556+55.9% | Added |
| Jones Financial Companies LLLP | 38,136 | $2.09M | 0.00% | +38,136 | New |
| Renaissance Capital LLC | 24,154 | $2.10M | 1.52% | +24,154 | New |
| Natixis Advisors, L.P. | 38,315 | $2.16M | 0.00% | +23,178+153.1% | Added |
| Scotia Capital Inc. | 39,687 | $2.24M | 0.01% | −96−0.2% | Reduced |