FTRE · Company research
Fortrea Holdings Inc. Common Stock (FTRE): 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.
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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 |
|---|---|---|---|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37893 | 659338 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37164 | 646654 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4900 | 85260 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 804638 | 14000701 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 274 | 4836 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 435 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71 | 1235 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 269541 | 4690013 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6763 | 117676 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Olympiad Research LP | 1787147 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19888 | 346051 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8764 | 152494 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 302 | 5255 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 378 | 6577 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57695 | 1003893 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mascoma Wealth Management LLC | 1695664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150 | 2610 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31885 | 554799 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5519 | 96022 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3784173 | 65844610 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FEDERATED HERMES, INC. | 1056288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140614 | 2446684 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ankerstar Wealth, LLC | 2053917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 331 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Longaeva Partners L.P. | 2054122 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 263964 | 4592974 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3923 | 68264 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54494 | 948196 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89494 | 1557 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 330753 | 5755103 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 261 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1551827 | 27001790 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 509160 | 8920483 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NOMURA ASSET MANAGEMENT CO LTD | 1055964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2300 | 40020 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10835 | 188529 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14200 | 247080 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124212 | 2161289 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145667 | 2534606 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 192 | 3341 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20200 | 351480 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HANTZ FINANCIAL SERVICES, INC. | 1071061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2301 | 40 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63 | 1096 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LOOMIS SAYLES & CO L P | 312348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2030993 | 35339278 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| William B. Walkup & Associates, Inc. | 2034054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8816 | 153398 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Plante Moran Financial Advisors, LLC | 1424717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45 | 783 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21161 | 368201 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 313028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117 | 2036 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Mirae Asset Global Investments Co., Ltd. | 1569395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4231 | 73619 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22435 | 390370 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14910 | 259434 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41 | 721 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178708 | 3109519 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PARADIGM ASSET MANAGEMENT CO LLC | 1034549 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 501 | 8717 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20103 | 349798 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| State of Wyoming | 1821626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50241 | 874193 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Maryland State Retirement & Pension System | 1795552 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13767 | 239546 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151849 | 2643 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158421 | 2756525 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 181600 | 3159840 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10966 | 190808 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116502 | 2027143 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 828772 | 14420633 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1776801 | 102115 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Hara Capital LLC | 2010015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1430 | 24882 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19300 | 335820 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CARY STREET PARTNERS FINANCIAL LLC | 1475045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12333 | 214591 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1535845 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 269800 | 4694520 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 139 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Horizon Investments, LLC | 1560717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87 | 1514 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BRANDES INVESTMENT PARTNERS, LP | 1015079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 335408 | 5836099 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13372 | 232673 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22147 | 385358 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 167173 | 2908810 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211 | 3671 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 766 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HB Wealth Management, LLC | 1911253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10186 | 177236 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 453902 | 7897895 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25310 | 440394 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| China Universal Asset Management Co., Ltd. | 1906594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15056 | 261974 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Fulcrum Asset Management LLP | 1353395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 2278 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| GABLES CAPITAL MANAGEMENT INC. | 1740839 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 174 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GF FUND MANAGEMENT CO. LTD. | 2057060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1982 | 34487 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Capital Analysts, LLC | 1624758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2661 | 46 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Key Financial Inc | 1801720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 17 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136 | 2366 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.