Legence LGN Institutional Ownership

NASDAQ LGN

$53.61 +1.94 (+3.75%)

At close: Oct 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

266 Institutions

Increased 195 73.3%

Unchanged 13 4.9%

Reduced 58 21.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

112.77%

▼-9.33 pp QoQ

Shares Held by Institutions

85.74Mn

of 76.03Mn outstanding

▲+28.71% QoQ

Shares Outstanding

76.03Mn

-9.71Mn held outside 13F filers

Institutional Investors

266

filed 13F for Jun 2026

▲+70 vs prior quarter

Net Shares Added (QoQ)

+19.13Mn

accumulated since last quarter

Value of Holdings

$4.60Bn

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 266 institutional investors that have filed 13F reports for the period ending June 2026.

Their combined ownership stood at 112.8% of outstanding shares in June 2026, down from 122.1% in March 2026.
They increased total shares held in LGN by 28.71% quarter over quarter, and investors in Legence stayed flat from a year ago.
Of these 266 holders, 195 added to their stakes in Legence, 58 trimmed positions, and 13 made no changes.
Combined, these investors held 85.74Mn shares in LGN for June 2026, up by 19.13Mn shares quarter on quarter, and with no net change year over year.
As of June 30, 2026, Blackstone Inc. held the largest stake in Legence with 19.48Mn shares, accounting for 25.62% of total 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).
Leading sellers of Legence shares 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).
Per Business Quant, the top 10 investors in LGN for the quarter ending June 2026 include 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

266 Institutional Holders

Report period 30 Jun, 2026

Total shares held 85.74Mn

Of outstanding 112.77%

#	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 Templeton 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 266 holders