Forgent Power Solutions FPS Institutional Ownership

NYSE FPS

$31.69 -0.67 (-2.09%)

As of: Oct 16, 2026 · 3:59 PM EDT

Institutions by Trading Activity

369 Institutions

Increased 296 80.2%

Unchanged 10 2.7%

Reduced 63 17.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

55.41%

▲+17.45 pp QoQ

Shares Held by Institutions

168.70Mn

of 304.43Mn outstanding

▲+45.98% QoQ

Shares Outstanding

304.43Mn

135.73Mn held outside 13F filers

Institutional Investors

369

filed 13F for Jun 2026

▲+159 vs prior quarter

Net Shares Added (QoQ)

+53.13Mn

accumulated since last quarter

Value of Holdings

$5.47Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Forgent Power Solutions, Inc. (NYSE:FPS) had 369 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Their combined stake equaled 55.41% of outstanding shares in Q2 2026, up from 37.96% in Q1 2026.
Total shares held in Forgent Power Solutions rose 45.98% versus Q1 2026.
Of the 369 holders, 296 added to their positions, 63 reduced their stakes and 10 left their positions unchanged in Q2 2026.
Altogether, institutional holders owned 168.7Mn FPS shares at the end of Q2 2026, up 53.13Mn from the prior quarter.
As of June 30, 2026, the biggest holder of Forgent Power Solutions was Coatue Management LLC with 20.5Mn shares, or 6.73% of shares outstanding.
The biggest increases in FPS positions during Q2 2026 came from UBS Group AG (+3.32Mn shares), FMR LLC (+1.96Mn shares), Vanguard Capital Management LLC (+1.93Mn shares), Vanguard Portfolio Management LLC (+1.8Mn shares) and State Street Corp (+1.73Mn shares).
On the other side, among holders that kept a position in Forgent Power Solutions, the largest reductions in Q2 2026 came from Citadel Advisors LLC (-3.78Mn shares), Encompass Capital Advisors LLC (-1.5Mn shares), Holocene Advisors, LP (-1.35Mn shares), Goodlander Investment Management, LLC (-1.05Mn shares) and D. E. Shaw & Co., Inc. (-980.34K shares).
Per Business Quant data, the 10 largest holders of Forgent Power Solutions at the end of Q2 2026 were Coatue Management LLC (20.5Mn shares), FMR LLC (10.51Mn shares), Jupiter Topco LLC (8.46Mn shares), Invesco Ltd. (7.14Mn shares), BlackRock, Inc. (6.67Mn shares), Vanguard Capital Management LLC (5.69Mn shares), UBS Group AG (5.64Mn shares), Franklin Templeton Inc (5.16Mn shares), Vanguard Portfolio Management LLC (4.88Mn shares) and Jericho Capital Asset Management L.P. (4.43Mn shares).

Form 13F Holdings

370 Institutional Holders

Report period 30 Jun, 2026

Total shares held 168.70Mn

Of outstanding 55.41%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	COATUE MANAGEMENT LLC	0001135730	20,501,387	6.73%	▲20,501,387	0.00%	$1.15Bn
2	FMR LLC	0000315066	10,508,562	3.45%	▲1,961,728	+22.95%	$587.01Mn
3	Jupiter Topco LLC	0002146052	8,457,260	2.78%	▲8,457,260	0.00%	$472.45Mn
4	Invesco Ltd.	0000914208	7,144,743	2.35%	▲982,060	+15.94%	$399.11Mn
5	BlackRock, Inc.	0002012383	6,666,695	2.19%	▲1,557,493	+30.48%	$372.40Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	5,685,919	1.87%	▲1,934,147	+51.55%	$317.62Mn
7	UBS Group AG	0001610520	5,641,827	1.85%	▲3,317,141	+142.69%	$315.15Mn
8	Franklin Templeton Inc	0000038777	5,155,338	1.69%	▲1,681,717	+48.41%	$287.98Mn
9	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,884,628	1.60%	▲1,804,252	+58.57%	$272.86Mn
10	Jericho Capital Asset Management L.P.	0001525234	4,429,000	1.45%	▲4,429,000	0.00%	$247.40Mn
11	BAMCO INC /NY/	0001017918	4,072,575	1.34%	▼602,008	-12.88%	$227.49Mn
12	Value Aligned Research Advisors, LLC	0001963565	3,158,622	1.04%	▲3,158,622	0.00%	$176.44Mn
13	ALLIANCEBERNSTEIN L.P.	0001109448	3,055,363	1.00%	▲881,779	+40.57%	$89.43Mn
14	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0001644956	2,516,270	0.83%	▲2,516,270	0.00%	$140.56Mn
15	Zimmer Partners, LP	0001565854	2,271,217	0.75%	▲320,697	+16.44%	$126.87Mn
16	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,244,537	0.74%	▲1,293,933	+136.12%	$125.43Mn
17	State Street Corp	0000093751	2,113,904	0.69%	▲1,728,704	+448.78%	$118.07Mn
18	BNP PARIBAS FINANCIAL MARKETS	0001166588	2,084,601	0.68%	▲2,084,601	0.00%	$116.45Mn
19	Granahan Investment Management, LLC	0001026710	1,807,608	0.59%	▼263,476	-12.72%	$100.97Mn
20	Ameriprise Financial Inc	0000820027	1,709,803	0.56%	▲1,206,873	+239.97%	$95.45Mn

Showing 1 to 20 of 370 holders