Legence LGN Institutional Ownership

NASDAQ LGN

$56.65 +3.10 (+5.79%)

At close: Sep 11, 2026 · 4:00 PM EDT

Institutions by Trading Activity

267 Institutions

Increased 195 73.0%

Unchanged 13 4.9%

Reduced 59 22.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

113.10%

▼-16.76 pp QoQ

Shares Held by Institutions

85.99Mn

of 76.03Mn outstanding

▲+28.56% QoQ

Shares Outstanding

76.03Mn

-9.96Mn held outside 13F filers

Institutional Investors

267

filed 13F for Jun 2026

▲+70 vs prior quarter

Net Shares Added (QoQ)

+19.11Mn

accumulated since last quarter

Value of Holdings

$4.87Bn

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

Quarter ending 30 Jun, 2026

Legence Corp. (NASDAQ:LGN) has 267 institutional investors that have filed 13F reports for the period ending June 2026.

These investors held 113.1% of outstanding shares in June 2026, down from 129.9% in March 2026.
They increased total shares held in Legence by 28.56% from last quarter, and the number of investors in LGN stayed flat annually.
During the quarter, 195 of these 267 funds increased positions in LGN, 59 reduced exposure, and 13 held steady.
In total, institutional investors held 85.99Mn shares in Legence as of June 2026, up by 19.11Mn shares quarter on quarter, and with no net change year over year.
Blackstone Inc. holds the largest position in LGN at 19.48Mn shares as of June 30, 2026, or 25.62% of shares outstanding.
Top purchasers of LGN stock for the quarter ending June 2026 included Jupiter Topco LLC (2.88Mn), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (1.88Mn), BlackRock, Inc. (1.88Mn), FIRST TRUST ADVISORS LP (1.74Mn), Forest Avenue Capital Management LP (1.55Mn).
The largest sellers of Legence for the quarter ending June 2026 were Blackstone Inc. (5.87Mn), FMR LLC (1.98Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (911.4K), BAMCO INC /NY/ (770.21K), WESTFIELD CAPITAL MANAGEMENT CO LP (519.69K).
According to Business Quant data, leading holders of LGN for June 2026 are Blackstone Inc. (19.48Mn), BlackRock, Inc. (4.52Mn), Jupiter Topco LLC (2.88Mn), Franklin Templeton Inc (2.87Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.56Mn), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (2.54Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.5Mn), FIRST TRUST ADVISORS LP (1.88Mn), GEODE CAPITAL MANAGEMENT, LLC (1.56Mn), Forest Avenue Capital Management LP (1.55Mn).

Form 13F Holdings

267 Institutional Holders

Report period 30 Jun, 2026

Total shares held 85.99Mn

Of outstanding 113.10%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Blackstone Inc.	0001393818	19,475,952	25.62%	▼5,865,413	-23.15%	$1.66Bn
2	BlackRock, Inc.	0002012383	4,523,195	5.95%	▲1,876,001	+70.87%	$385.51Mn
3	Jupiter Topco LLC	0002146052	2,882,048	3.79%	▲2,882,048	0.00%	$245.63Mn
4	Franklin Resources Inc	0000038777	2,870,439	3.78%	▲558,173	+24.14%	$244.65Mn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,564,791	3.37%	▲1,097,928	+74.85%	$218.60Mn
6	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0001535845	2,539,939	3.34%	▲1,884,939	+287.78%	$216.48Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,495,846	3.28%	▲981,172	+64.78%	$212.72Mn
8	FIRST TRUST ADVISORS LP	0001125816	1,881,424	2.47%	▲1,735,066	+1,185.49%	$160.35Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,555,495	2.05%	▲659,542	+73.61%	$132.60Mn
10	Forest Avenue Capital Management LP	0001944889	1,546,512	2.03%	▲1,546,512	0.00%	$131.81Mn
11	TWO SIGMA INVESTMENTS, LP	0001179392	1,478,072	1.94%	▲1,410,097	+2,074.43%	$125.98Mn
12	WESTFIELD CAPITAL MANAGEMENT CO LP	0001177719	1,341,963	1.76%	▼519,690	-27.92%	$114.38Mn
13	Invesco Ltd.	0000914208	1,300,349	1.71%	▲1,274,382	+4,907.70%	$110.83Mn
14	State Street Corp	0000093751	1,296,500	1.71%	▲474,482	+57.72%	$110.47Mn
15	RENAISSANCE TECHNOLOGIES LLC	0001037389	1,180,400	1.55%	▲600,700	+103.62%	$100.61Mn
16	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	1,045,881	1.38%	▼911,399	-46.56%	$89.14Mn
17	ALLIANCEBERNSTEIN L.P.	0001109448	1,043,580	1.37%	▲1,004,716	+2,585.21%	$58.92Mn
18	FMR LLC	0000315066	974,787	1.28%	▼1,983,572	-67.05%	$83.08Mn
19	Goldman Sachs Group Inc	0000886982	914,813	1.20%	▲794,006	+657.25%	$77.97Mn
20	BNP Paribas Asset Management Holding S.A.	0001520354	864,097	1.14%	▼350,726	-28.87%	$73.65Mn

Showing 1 to 20 of 267 holders