13F reference period
Q2 2026
Security Snapshot
Forgent Power Solutions, Inc. - Class A common stock, par value $0.00001 per share (FPS) Institutional Ownership
CUSIP: 34631F102
13F Institutional Holders and Ownership History from Q1 2026 to Q3 2026
Institutions Reporting
369
Shares (Excl. Options)
169.4M
Full value: 169,403,367 · shares · 30 Jun 2026Price
$55.86
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Class A common stock, par value $0.00001 per share
- Symbol
- FPS on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 169,403,367
- Total 13F value
- $9,378,605,551
- Portfolio coverage rank
- 0.01%
- Share change
- +49,444,250
- Value change
- +$3,068,670,836
- Number of holders
- 369
- Shares outstanding
- 273,351,827
- SEC-reported price per share
- $37.44
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- FPS - Forgent Power Solutions, Inc. - Class A common stock, par value $0.00001 per share is tracked under CUSIP 34631F102.
- 369 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 213 to 369 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$3.43B
Full value: $3,427,919,943 · USD · 31 Mar 2026.$9.38B
Full value: $9,378,605,551 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 369 institutions filings for Q2 2026.
Security key
34631F102
13F reference period
Q2 2026
13F holders
369
13D/G owners
2
CIK / CUSIP context first
Open Q2 2026 holders
FPS full holder history
Forgent Power Solutions, Inc. SEC filings
Forgent Power Solutions, Inc. company facts
Forgent Power Solutions, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 34631F102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
FPS
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Neos Partners, LP | 52% | -24% | $7,009,030,732 | -$2,171,944,740 | 156,906,889 | -24% | Neos Partners, LP | 30 Jun 2026 |
| COATUE MANAGEMENT LLC | 7.5% | $915,796,957 | 20,501,387 | Coatue Management, L.L.C. | 30 Jun 2026 |
As of 30 Jun 2026,
369
institutional investors reported holding
shares of
Forgent Power Solutions, Inc. - Class A common stock, par value $0.00001 per share (FPS).
This represents
62%
of the company’s total
outstanding shares.
169.4M
Full value: 169,403,367 · shares · 30 Jun 2026273.35M
Full value: 273,351,827 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
41%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| COATUE MANAGEMENT LLC | 7.5% | 20,501,387 | 2.4% | $1,145,207,477 | |
| FMR LLC | 3.8% | 10,508,562 | +23% | 0.03% | $587,008,274 |
| Jupiter Topco LLC | 3.1% | 8,457,260 | 0% | 0.19% | $472,452,654 |
| Invesco Ltd. | 2.6% | 7,144,743 | +16% | 0.03% | $399,105,319 |
| BlackRock, Inc. | 2.4% | 6,666,695 | +30% | 0.01% | $372,401,582 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.1% | 5,685,919 | +52% | 0.01% | $317,615,435 |
| UBS Group AG | 2.1% | 5,641,827 | +143% | 0.05% | $315,152,456 |
| FRANKLIN RESOURCES INC | 1.9% | 5,155,338 | +48% | 0.06% | $287,977,204 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8% | 4,884,628 | +59% | 0.01% | $272,855,320 |
| Jericho Capital Asset Management L.P. | 1.6% | 4,429,000 | 2% | $247,403,940 | |
| BAMCO INC /NY/ | 1.5% | 4,072,575 | -13% | 0.34% | $227,494,039 |
| Value Aligned Research Advisors, LLC | 1.2% | 3,158,622 | 1.1% | $176,440,625 | |
| ALLIANCEBERNSTEIN L.P. | 1.1% | 3,055,363 | +41% | 0.03% | $89,430,475 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0.92% | 2,516,270 | 0.42% | $140,558,842 | |
| Zimmer Partners, LP | 0.83% | 2,271,217 | +16% | 3% | $126,870,182 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 2,244,537 | +136% | 0.01% | $125,425,418 |
| STATE STREET CORP | 0.77% | 2,113,904 | +449% | 0% | $118,073,033 |
| BNP PARIBAS FINANCIAL MARKETS | 0.76% | 2,084,601 | 0% | 0.06% | $116,445,812 |
| Granahan Investment Management, LLC | 0.66% | 1,807,608 | -13% | 3.6% | $100,972,983 |
| AMERIPRISE FINANCIAL INC | 0.63% | 1,709,803 | +240% | 0.02% | $95,447,969 |
| RENAISSANCE TECHNOLOGIES LLC | 0.61% | 1,669,700 | 0.13% | $93,269,442 | |
| Phoenix Financial Ltd. | 0.61% | 1,662,217 | 0.63% | $92,849,876 | |
| GOLDMAN SACHS GROUP INC | 0.59% | 1,623,779 | +216% | 0.01% | $90,704,295 |
| Stephens Investment Management Group LLC | 0.59% | 1,616,102 | +101% | 0.97% | $90,275,458 |
| Burkehill Global Management, LP | 0.55% | 1,500,000 | -12% | 3% | $83,790,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
3
Headline period
Q2 2026
Rows shown
1-3 of 3