Security Snapshot

Legence Corp. - Class A common stock, par value $0.01 per share (LGN) Institutional Ownership

CUSIP: 52476L109

13F Institutional Holders and Ownership History from Q3 2025 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

170

Shares (Excl. Options)

71,734,218

Price

$43.04

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Type / Class
Equity / Class A common stock, par value $0.01 per share
Symbol
LGN on Nasdaq
Shares outstanding
108,087,067
Price per share
$59.75
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
71,734,218
Total reported value
$3,087,521,563
% of total 13F portfolios
0.01%
Share change
+9,988,436
Value change
+$469,504,875
Number of holders
170
Price from insider filings
$59.75
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • LGN - Legence Corp. - Class A common stock, par value $0.01 per share is tracked under CUSIP 52476L109.
  • 170 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 170 to 32 between Q4 2025 and Q1 2026.
  • Reported value moved from $3,087,521,563 to $87,426,937.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 170 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 52476L109?
CUSIP 52476L109 identifies LGN - Legence Corp. - Class A common stock, par value $0.01 per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Legence Corp. - Class A common stock, par value $0.01 per share (LGN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
LEGENCE PARENT LLC 61% -9.1% $3,945,961,580 -$75,304,478 66,041,198 -1.9% BCP 8/BEP 3 Holdings Manager L.L.C. 31 Mar 2026
FMR LLC 6.8% -40% $172,466,185 -$109,261,573 4,007,235 -39% FMR LLC 31 Dec 2025
VANGUARD GROUP INC 5.5% $138,914,721 3,227,670 The Vanguard Group 31 Dec 2025

As of 31 Dec 2025, 170 institutional investors reported holding 71,734,218 shares of Legence Corp. - Class A common stock, par value $0.01 per share (LGN). This represents 66% of the company’s total 108,087,067 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Legence Corp. - Class A common stock, par value $0.01 per share (LGN) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Blackstone Inc. 24% 25,821,570 -11% 4.9% $1,111,360,373
JANUS HENDERSON GROUP PLC 4.1% 4,401,402 +128% 0.08% $189,441,791
FMR LLC 3.7% 4,007,235 -39% 0.01% $172,471,394
VANGUARD GROUP INC 3% 3,227,670 +78% 0% $138,918,916
BlackRock, Inc. 2.3% 2,481,174 +4681360% 0% $106,789,728
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.9% 2,016,178 -15% 0.03% $86,776,301
WESTFIELD CAPITAL MANAGEMENT CO LP 1.5% 1,613,326 0.29% $69,437,551
Munro Partners 1.3% 1,396,642 +1876% 1.7% $60,111,472
BAMCO INC /NY/ 1.3% 1,395,682 +0.23% 0.16% $60,070,153
FRANKLIN RESOURCES INC 1.3% 1,384,077 -1.6% 0.01% $59,570,675
Merewether Investment Management, LP 1% 1,134,422 -13% 1.1% $48,825,523
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.94% 1,019,883 -3.3% 0.05% $43,896,000
LOOMIS SAYLES & CO L P 0.88% 947,111 +90% 0.05% $40,763,657
ALLIANCEBERNSTEIN L.P. 0.81% 876,065 -37% 0.01% $37,705,838
GEODE CAPITAL MANAGEMENT, LLC 0.8% 866,914 +1765% 0% $37,320,315
CI INVESTMENTS INC. 0.73% 788,287 +2210% 0.15% $33,927,872
NORGES BANK 0.65% 705,000 0% $30,343,200
STATE STREET CORP 0.65% 703,626 0% $30,284,063
Driehaus Capital Management LLC 0.64% 686,510 0.2% $29,547,390
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.62% 675,000 +286% 0.05% $29,052,000
CITADEL ADVISORS LLC 0.58% 622,802 +523% 0.02% $26,805,398
SEVEN GRAND MANAGERS, LLC 0.56% 600,000 +50% 2% $25,824,000
Engle Capital Management, L.P. 0.52% 559,000 9.3% $24,059,360
ArrowMark Colorado Holdings LLC 0.47% 510,373 -15% 0.48% $21,966,454
FEDERATED HERMES, INC. 0.47% 506,800 +13% 0.04% $21,812,672

Institutional Holders of Legence Corp. - Class A common stock, par value $0.01 per share (LGN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,548,478 $87,426,937 +$32,636,492 $56.46 32
2025 Q4 71,734,218 $3,087,521,563 +$469,504,875 $43.04 170
2025 Q3 61,632,528 $1,899,315,495 +$1,899,311,767 $30.81 95
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