Forgent Power Solutions Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COATUE MANAGEMENT LLC | 08/14/2026 | 20.50 M | $1.15 B | 100.00% | 6.73% |
| FMR LLC | 08/13/2026 | 10.51 M | $587.01 M | 22.95% | 3.45% |
| JUPITER TOPCO LLC | 08/14/2026 | 8.46 M | $472.45 M | 100.00% | 2.78% |
| INVESCO LTD. | 08/14/2026 | 7.14 M | $399.11 M | 15.94% | 2.35% |
| BLACKROCK, INC. | 08/07/2026 | 6.67 M | $372.40 M | 30.48% | 2.19% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 5.69 M | $317.62 M | 51.55% | 1.87% |
| UBS GROUP AG | 08/13/2026 | 5.64 M | $315.15 M | 142.69% | 1.85% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 5.16 M | $287.98 M | 48.41% | 1.69% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 4.88 M | $272.86 M | 58.57% | 1.60% |
| JERICHO CAPITAL ASSET MANAGEMENT L.P. | 08/14/2026 | 4.43 M | $247.40 M | 100.00% | 1.45% |
| BAMCO INC /NY/ | 08/14/2026 | 4.07 M | $227.49 M | -12.88% | 1.34% |
| VALUE ALIGNED RESEARCH ADVISORS, LLC | 08/17/2026 | 3.16 M | $176.44 M | 100.00% | 1.04% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 3.06 M | $89.43 M | 40.57% | 1.00% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 2.52 M | $140.56 M | 100.00% | 0.83% |
| ZIMMER PARTNERS, LP | 08/14/2026 | 2.27 M | $126.87 M | 16.44% | 0.75% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 2.24 M | $125.43 M | 136.12% | 0.74% |
| STATE STREET CORP | 08/07/2026 | 2.11 M | $118.07 M | 448.78% | 0.69% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 2.08 M | $116.45 M | 100.00% | 0.68% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 1.81 M | $100.97 M | -12.72% | 0.59% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 1.71 M | $95.45 M | 239.97% | 0.56% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 1.67 M | $93.27 M | 100.00% | 0.55% |
| PHOENIX HOLDINGS LTD. | 08/11/2026 | 1.66 M | $92.85 M | 100.00% | 0.55% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.62 M | $90.70 M | 215.65% | 0.53% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 07/29/2026 | 1.62 M | $90.28 M | 100.65% | 0.53% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 08/14/2026 | 1.50 M | $83.79 M | -11.76% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 1.41 M | $78.84 M | -21.80% | 0.46% |
| JANE STREET GROUP, LLC | 08/14/2026 | 1.40 M | $78.05 M | 130.55% | 0.46% |
| WOODLINE PARTNERS LP | 08/14/2026 | 1.39 M | $77.37 M | 12.51% | 0.46% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 08/12/2026 | 1.37 M | $76.58 M | 100.00% | 0.45% |
| BLACKSTONE INC. | 08/14/2026 | 1.37 M | $76.53 M | 138.26% | 0.45% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.33 M | $74.54 M | -3.59% | 0.44% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2026 | 1.28 M | $71.59 M | 80.50% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 1.26 M | $70.22 M | 37.51% | 0.41% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 08/14/2026 | 1.25 M | $69.66 M | 258.84% | 0.41% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 1.22 M | $68.24 M | 20.88% | 0.40% |
| GHISALLO CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.18 M | $65.64 M | -36.49% | 0.39% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.16 M | $64.83 M | 53.66% | 0.38% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.16 M | $64.83 M | 100.00% | 0.38% |
| YAUPON CAPITAL MANAGEMENT LP | 08/14/2026 | 1.00 M | $55.86 M | 150.00% | 0.33% |
| AVALA GLOBAL LP | 08/14/2026 | 980.78 K | $54.79 M | 100.00% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 889.86 K | $49.71 M | 140.99% | 0.29% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 832.84 K | $46.52 M | 57.94% | 0.27% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 08/14/2026 | 825.73 K | $46.13 M | 17.84% | 0.27% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 770.32 K | $43.03 M | -36.86% | 0.25% |
| CITADEL ADVISORS LLC | 08/14/2026 | 712.78 K | $39.82 M | -84.14% | 0.23% |
| CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG | 08/10/2026 | 711.33 K | $39.73 M | 100.00% | 0.23% |
| SANDHILL CAPITAL PARTNERS LLC | 08/13/2026 | 709.88 K | $39.65 M | 100.00% | 0.23% |
| VOYA INVESTMENT MANAGEMENT LLC | 08/12/2026 | 706.97 K | $39.49 M | 100.00% | 0.23% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 705.97 K | $39.44 M | 100.00% | 0.23% |
| SPYGLASS CAPITAL MANAGEMENT LLC | 08/14/2026 | 705.36 K | $39.40 M | 100.00% | 0.23% |
Forgent Power Solutions Inc. institutional Ownership - FAQ's
During the previous two years, 421 institutional investors and hedge funds held shares of Forgent Power Solutions Inc.. The most heavily invested institutionals were:
COATUE MANAGEMENT LLC: 20.5 M
FMR LLC: 10.51 M
Jupiter Topco LLC: 8.46 M
Invesco Ltd.: 7.14 M
BlackRock, Inc.: 6.67 M
VANGUARD CAPITAL MANAGEMENT LLC: 5.69 M
55.97% of Forgent Power Solutions Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 178.17 M shares in the last 24 months. This purchase volume represents approximately $6.15 B in transactions.