Forgent Power Solutions Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 05/15/2026 | 8.55 M | $250.17 M | 100.00% | 2.81% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 7.77 M | $227.42 M | 100.00% | 2.55% |
| INVESCO LTD. | 05/12/2026 | 6.16 M | $180.38 M | 100.00% | 2.02% |
| BLACKROCK, INC. | 05/13/2026 | 5.11 M | $149.55 M | 100.00% | 1.68% |
| BAMCO INC /NY/ | 05/15/2026 | 4.67 M | $136.83 M | 100.00% | 1.54% |
| CITADEL ADVISORS LLC | 05/15/2026 | 4.49 M | $131.54 M | 100.00% | 1.48% |
| 05/15/2026 | 3.75 M | $109.81 M | 100.00% | 1.23% | |
| FRANKLIN RESOURCES INC | 05/13/2026 | 3.47 M | $101.67 M | 100.00% | 1.14% |
| 05/08/2026 | 3.08 M | $90.16 M | 100.00% | 1.01% | |
| UBS GROUP AG | 05/05/2026 | 2.32 M | $68.04 M | 100.00% | 0.76% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 2.17 M | $63.62 M | 100.00% | 0.71% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 2.07 M | $60.62 M | 100.00% | 0.68% |
| ZIMMER PARTNERS, LP | 05/15/2026 | 1.95 M | $57.09 M | 100.00% | 0.64% |
| ENCOMPASS CAPITAL ADVISORS LLC | 05/15/2026 | 1.93 M | $56.37 M | 100.00% | 0.63% |
| GHISALLO CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.85 M | $54.15 M | 100.00% | 0.61% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 1.80 M | $52.83 M | 100.00% | 0.59% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 05/15/2026 | 1.70 M | $49.76 M | 100.00% | 0.56% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 05/15/2026 | 1.63 M | $47.64 M | 100.00% | 0.53% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 1.57 M | $45.97 M | 100.00% | 0.52% |
| JAIN GLOBAL LLC | 05/15/2026 | 1.53 M | $44.83 M | 100.00% | 0.50% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.50 M | $41.95 M | 100.00% | 0.49% |
| HOLOCENE ADVISORS, LP | 05/15/2026 | 1.47 M | $42.99 M | 100.00% | 0.48% |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 05/15/2026 | 1.40 M | $40.84 M | 100.00% | 0.46% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.38 M | $40.51 M | 100.00% | 0.45% |
| GOODLANDER INVESTMENT MANAGEMENT, LLC | 05/18/2026 | 1.38 M | $40.39 M | 100.00% | 0.45% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 1.34 M | $39.30 M | 100.00% | 0.44% |
| WOODLINE PARTNERS LP | 05/15/2026 | 1.23 M | $36.04 M | 100.00% | 0.40% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 1.22 M | $35.71 M | 100.00% | 0.40% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 1.21 M | $35.37 M | 100.00% | 0.40% |
| MAPLELANE CAPITAL, LLC | 05/14/2026 | 1.12 M | $32.67 M | 100.00% | 0.37% |
| CINCTIVE CAPITAL MANAGEMENT LP | 05/15/2026 | 1.07 M | $31.46 M | 100.00% | 0.35% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 1.01 M | $29.58 M | 100.00% | 0.33% |
| HITE HEDGE ASSET MANAGEMENT LLC | 05/15/2026 | 974.60 K | $28.53 M | 100.00% | 0.32% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 950.60 K | $27.84 M | 100.00% | 0.31% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 914.23 K | $26.76 M | 100.00% | 0.30% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 04/28/2026 | 805.42 K | $23.57 M | 100.00% | 0.26% |
| APERTURE INVESTORS, LLC | 05/15/2026 | 795.06 K | $23.27 M | 100.00% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 755.28 K | $22.11 M | 100.00% | 0.25% |
| MOORE CAPITAL MANAGEMENT, LP | 05/15/2026 | 736.42 K | $21.56 M | 100.00% | 0.24% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 710.00 K | $20.78 M | 100.00% | 0.23% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 05/15/2026 | 700.73 K | $20.51 M | 100.00% | 0.23% |
| LAURION CAPITAL MANAGEMENT LP | 05/14/2026 | 700.00 K | $20.49 M | 100.00% | 0.23% |
| VIKING GLOBAL INVESTORS LP | 05/15/2026 | 650.00 K | $19.03 M | 100.00% | 0.21% |
| MARSHALL WACE, LLP | 05/15/2026 | 649.63 K | $19.01 M | 100.00% | 0.21% |
| WCM INVESTMENT MANAGEMENT, LLC | 05/07/2026 | 625.08 K | $17.48 M | 100.00% | 0.21% |
| JANE STREET GROUP, LLC | 05/12/2026 | 606.09 K | $17.74 M | 100.00% | 0.20% |
| LMR PARTNERS LLP | 05/15/2026 | 586.79 K | $17.18 M | 100.00% | 0.19% |
| BLACKSTONE INC. | 05/15/2026 | 575.00 K | $16.83 M | 100.00% | 0.19% |
| ILEX CAPITAL PARTNERS (UK) LLP | 05/15/2026 | 549.00 K | $16.07 M | 100.00% | 0.18% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 05/13/2026 | 544.54 K | $15.94 M | 100.00% | 0.18% |
Forgent Power Solutions Inc. institutional Ownership - FAQ's
During the previous two years, 206 institutional investors and hedge funds held shares of Forgent Power Solutions Inc.. The most heavily invested institutionals were:
FMR LLC: 8.55 M
JANUS HENDERSON GROUP PLC: 7.77 M
Invesco Ltd.: 6.16 M
BlackRock, Inc.: 5.11 M
BAMCO INC /NY/: 4.67 M
CITADEL ADVISORS LLC: 4.49 M
38.49% of Forgent Power Solutions Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 110.04 M shares in the last 24 months. This purchase volume represents approximately $3.80 B in transactions.