13F reference period
Q3 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
236
Shares (Excl. Options)
102.11M
Full value: 102,110,429 · shares · 30 Sep 2026Price
$37.44
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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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 Sep 2026
- Q3 2026
- Total 13F shares
- 102,110,429
- Total 13F value
- $3,738,936,167
- Portfolio coverage rank
- 0.01%
- Share change
- +43,346,937
- Value change
- +$1,567,097,958
- Number of holders
- 236
- Shares outstanding
- 273,351,827
- SEC-reported price per share
- $37.09
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.
- 236 institutions reported positions in Q3 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 369 to 236 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$9.38B
Full value: $9,378,605,551 · USD · 30 Jun 2026.$3.74B
Full value: $3,738,936,167 · USD · 30 Sep 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 236 institutions filings for Q3 2026.
Security key
34631F102
13F reference period
Q3 2026
13F holders
236
13D/G owners
2
CIK / CUSIP context first
Open Q3 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 Sep 2026,
236
institutional investors reported holding
shares of
Forgent Power Solutions, Inc. - Class A common stock, par value $0.00001 per share (FPS).
This represents
37%
of the company’s total
outstanding shares.
102.11M
Full value: 102,110,429 · shares · 30 Sep 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
31%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 4% | 11,030,700 | +12662% | 0.24% | $412,989,408 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3% | 8,133,522 | +43% | 0.01% | $304,519,064 |
| Invesco Ltd. | 2.9% | 7,850,961 | +9.9% | 0.02% | $293,939,985 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.4% | 6,683,237 | +37% | 0.01% | $250,220,393 |
| FRANKLIN TEMPLETON INC | 2% | 5,583,788 | +8.3% | 0.03% | $125,300,203 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1.8% | 5,029,055 | +267% | 0.62% | $188,287,819 |
| MARSHALL WACE, LLP | 1.7% | 4,712,443 | +3174% | 0.17% | $176,433,864 |
| BNP PARIBAS FINANCIAL MARKETS | 1.7% | 4,518,649 | 0.09% | $169,178,219 | |
| STATE STREET CORP | 1.2% | 3,291,083 | +56% | 0% | $123,195,459 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2% | 3,266,577 | +46% | 0.01% | $122,334,260 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.1% | 3,123,649 | 0.34% | $116,949,428 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.1% | 2,925,175 | +16% | 0.36% | $109,518,552 |
| Phoenix Financial Ltd. | 0.91% | 2,493,924 | +50% | 0.63% | $93,374,106 |
| Amundi | 0.89% | 2,439,990 | +1468% | 0.02% | $91,353,226 |
| AMERICAN CENTURY COMPANIES INC | 0.75% | 2,038,858 | +781% | 0.03% | $76,334,852 |
| Assenagon Asset Management S.A. | 0.7% | 1,900,452 | +178% | 0.07% | $71,152,923 |
| MORGAN STANLEY | 0.69% | 1,895,711 | +172% | 0% | $70,975,468 |
| Spyglass Capital Management LLC | 0.6% | 1,650,104 | +134% | 3.6% | $61,779,894 |
| Stephens Investment Management Group LLC | 0.56% | 1,517,776 | -6.1% | 0.61% | $56,825,533 |
| VANGUARD FIDUCIARY TRUST CO | 0.45% | 1,233,014 | +48% | 0.01% | $46,164,044 |
| RAYMOND JAMES FINANCIAL INC | 0.45% | 1,224,102 | +95% | 0.01% | $45,830,377 |
| BLAIR WILLIAM & CO/IL | 0.35% | 961,945 | 0.09% | $36,015,221 | |
| Blue Whale Capital LLP | 0.34% | 938,252 | 1.1% | $35,128,155 | |
| Goodlander Investment Management, LLC | 0.3% | 830,000 | +152% | 13% | $31,075,200 |
| Sandhill Capital Partners LLC | 0.3% | 829,273 | +17% | 2.7% | $31,047,981 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
3
Headline period
Q3 2026
Rows shown
1-3 of 3