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, Q2 2026
Institutional positions in Legence Corp. 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
- 267
- +72 vs. Q1 2026
- Shares held
- 85.4M
- +17.0M (+24.9%) vs. Q1 2026
- Total value
- $7.24B
- +$3.38B (+87.6%) vs. Q1 2026
- New holders
- 93
- 102 more added
- Sold out
- 21
- 58 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 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, Q2 2026
Shares, value and share of portfolio for each institution holding Legence Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 4,494 | $383.0K | 0.00% | +4,494 | New |
| Kestra Advisory Services, LLC | 4,271 | $364.0K | 0.00% | +4,271 | New |
| Atria Investments LLC | 4,188 | $356.9K | 0.00% | −760−15.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,059 | $345.9K | 0.08% | +4,059 | New |
| Vident Advisory, LLC | 3,986 | $339.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,890 | $331.5K | 0.05% | +2,115+119.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,860 | $329.0K | 0.01% | +3,860 | New |
| EntryPoint Capital, LLC | 3,841 | $327.4K | 0.08% | +3,841 | New |
| American Century Companies Inc | 3,728 | $317.7K | 0.00% | −355−8.7% | Reduced |
| SG Americas Securities, LLC | 3,638 | $310.0K | 0.00% | −2,584−41.5% | Reduced |
| Swiss Life Asset Management Ltd | 3,632 | $309.6K | 0.00% | −3,167−46.6% | Reduced |
| Prelude Capital Management, LLC | 3,551 | $302.7K | 0.02% | +3,551 | New |
| Brevan Howard Capital Management LP | 3,514 | $299.5K | 0.00% | +3,514 | New |
| Quantinno Capital Management LP | 3,497 | $298.0K | 0.00% | +3,497 | New |
| Truist Financial Corp | 3,456 | $294.6K | 0.00% | −2,951−46.1% | Reduced |
| Level Four Advisory Services, LLC | 3,455 | $294.5K | 0.01% | −353−9.3% | Reduced |
| IMC-Chicago, LLC | 3,453 | $294.3K | 0.00% | +3,453 | New |
| CIBC Bancorp USA Inc. | 3,273 | $279.0K | 0.00% | +3,273 | New |
| Centiva Capital, LP | 3,125 | $266.3K | 0.01% | −1,486−32.2% | Reduced |
| Wexford Capital LP | 2,986 | $254.5K | 0.03% | +2,986 | New |
| Acadian Asset Management LLC | 2,878 | $244.0K | 0.00% | +2,878 | New |
| Concurrent Investment Advisors, LLC | 2,785 | $237.4K | 0.00% | +2,785 | New |
| Nisa Investment Advisors, LLC | 2,764 | $235.6K | 0.00% | +1,858+205.1% | Added |
| Tower Research Capital LLC (TRC) | 2,720 | $231.8K | 0.01% | −731−21.2% | Reduced |
| Abel Hall, LLC | 2,666 | $227.2K | 0.04% | +2,666 | New |
| DnB Asset Management AS | 2,631 | $224.2K | 0.00% | +2,631 | New |
| Keebeck Alpha, LP | 2,563 | $218.4K | 0.45% | +2,563 | New |
| JustInvest LLC | 2,432 | $207.3K | 0.00% | +2,432 | New |
| Sanctuary Advisors, LLC | 2,389 | $203.6K | 0.00% | −1,654−40.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,385 | $203.3K | 0.01% | +2,385 | New |
| Man Group plc | 2,379 | $202.8K | 0.00% | +2,379 | New |
| KBC Group NV | 1,859 | $158.0K | 0.00% | +697+60.0% | Added |
| US Bancorp | 1,851 | $157.8K | 0.00% | +1,696+1,094.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,513 | $129.0K | 0.00% | +1,513 | New |
| Nykredit A/S | 1,499 | $127.8K | 0.00% | +1,499 | New |
| Mark Sheptoff Financial Planning, LLC | 850 | $72.4K | 0.04% | +100+13.3% | Added |
| Huntington National Bank | 498 | $42.4K | 0.00% | −2−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 471 | $40.1K | 0.00% | +471 | New |
| Persistent Asset Partners Ltd | 401 | $34.2K | 0.01% | +401 | New |
| Kemnay Advisory Services Inc. | 400 | $34.1K | 0.00% | +400 | New |
| Optiver Holding B.V. | 384 | $32.7K | 0.00% | +384 | New |
| Caitong International Asset Management Co., Ltd | 277 | $23.6K | 0.00% | +268+2,977.8% | Added |
| GAMMA Investing LLC | 244 | $20.8K | 0.00% | +37+17.9% | Added |
| Sterling Capital Management LLC | 206 | $17.6K | 0.00% | −475−69.8% | Reduced |
| First Horizon Corp | 200 | $17.0K | 0.00% | −26−11.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 149 | $12.7K | 0.00% | +149 | New |
| WPG Advisers, LLC | 95 | $8.10K | 0.00% | +95 | New |
| Clearstead Advisors, LLC | 87 | $7.42K | 0.00% | +87 | New |
| Stone House Investment Management, LLC | 80 | $6.82K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 70 | $5.97K | 0.00% | +70 | New |
| Toronto Dominion Bank | 66 | $5.63K | 0.00% | +66 | New |
| Versant Capital Management, Inc | 55 | $4.69K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 53 | $4.24K | 0.00% | +31+140.9% | Added |
| Advisor Group Holdings, Inc. | 46 | $3.92K | 0.00% | −15−24.6% | Reduced |
| Rothschild Investment LLC | 33 | $2.81K | 0.00% | +10+43.5% | Added |
| Allworth Financial LP | 24 | $2.05K | 0.00% | −21−46.7% | Reduced |
| SRS Capital Advisors, Inc. | 24 | $2.04K | 0.00% | −40−62.5% | Reduced |
| Massmutual Trust Co FSB | 22 | $1.88K | 0.00% | +3+15.8% | Added |
| Cape Investment Advisory, Inc. | 22 | $1.88K | 0.00% | +22 | New |
| UMA Financial Services, Inc. | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $1.00K | 0.00% | +10+333.3% | Added |
| Washington Trust Advisors, Inc. | 11 | $926 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 8 | $682 | 0.00% | +1+14.3% | Added |
| EverSource Wealth Advisors, LLC | 8 | $681 | 0.00% | +6+300.0% | Added |
| SBI Securities Co., Ltd. | 3 | $256 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2 | $170 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 1 | $85 | 0.00% | +1 | New |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −337,638−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −245,000−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −238,114−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −134,185−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −85,794−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −75,450−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −71,783−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −68,315−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −30,470−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −10,889−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |