FPS · Company research
Forgent Power Solutions, Inc. (FPS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 325000 | 18154500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SCOGGIN MANAGEMENT LP | 1086416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 279300 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Gillson Capital LP | 1698055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 166000 | 9273 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Secure Asset Management, LLC | 1800692 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4236 | 236623 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| STEADFAST CAPITAL MANAGEMENT LP | 1214822 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27000 | 1508220 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CenterStar Asset Management, LLC | 1722053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26500 | 1480290 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 832836 | 46522219 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 1788 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1545 | 86297 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1411301 | 78835274 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Oasis Management Co Ltd. | 1317904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8100 | 452466 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4552 | 254275 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36379 | 2032131 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| POLEN CAPITAL MANAGEMENT LLC | 1034524 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50328 | 2811322 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4233 | 236 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1621168 | 90496818 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32100 | 1793106 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 432684 | 24169728 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 269 | 15026 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MOODY NATIONAL BANK TRUST DIVISION | 1092903 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120360 | 6723310 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6856984 | 383031126 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700 | 39102 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19216 | 1073406 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36421 | 2034477 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10169 | 568 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 2905 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Hilltop National Bank | 2021658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 729 | 40722 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7216 | 403086 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79200 | 4424112 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Treasurer of the State of North Carolina | 1761054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54420 | 3040 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14144 | 790084 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162333 | 9067 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 246 | 13742 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Trek Financial, LLC | 1768195 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25030 | 1398176 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CAPITAL FUND MANAGEMENT S.A. | 1323645 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90763 | 5070021 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SOROS CAPITAL MANAGEMENT LLC | 1748240 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4156 | 232154 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capricorn Fund Managers Ltd | 1901361 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49657 | 2773840 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 1118 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 1396 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122886 | 6864412 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 341678 | 19086133 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lodestone Wealth Management LLC | 1950158 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 866 | 48375 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ASSETMARK, INC | 1344551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4358 | 243438 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6646 | 371247 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MONECO ADVISORS, LLC | 1765690 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3960 | 221206 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 510700 | 28527702 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Maryland State Retirement & Pension System | 1795552 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6730 | 375938 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3163 | 176685 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Wellington Shields & Co., LLC | 1506073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200 | 67032 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| G2 Investment Partners Management LLC | 1593404 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129605 | 7239735 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SOROS FUND MANAGEMENT LLC | 1029160 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 629106 | 35141861 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1694217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1247131 | 69664738 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FRED ALGER MANAGEMENT, LLC | 3520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121183 | 6769282 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73233 | 4091 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14131 | 789 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1696715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6460 | 360856 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 284700 | 15903342 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20908 | 1167921 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| AXIOM INVESTORS LLC /DE | 1109147 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 343185 | 19170314 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7783 | 434776 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Encompass Capital Advisors LLC | 1541901 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 424476 | 23711229 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41886 | 2339751 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112882 | 6305589 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16800 | 938448 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279400 | 15607284 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200000 | 11172000 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Trust & Banking Corp | 1462160 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6477 | 361805 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2516270 | 140558842 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21576 | 1205 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45000 | 2513700 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96120 | 5369263 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WPG Advisers, LLC | 2067343 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 221 | 12345 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| GILL CAPITAL PARTNERS, LLC | 729563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 1676 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5020 | 280417 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Pier Capital, LLC | 1310051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109208 | 6100359 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 1396500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7252 | 405 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153259 | 8561048 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116449 | 6504841 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CloudAlpha Capital Management Limited/Hong Kong | 1745907 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 711329 | 39734838 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.