FPS Institutional Ownership & Shareholders
Forgent Power Solutions, Inc. (FPS) is currently held by 384 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.70B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Coatue Management Llc is currently the largest disclosed institutional shareholder of FPS tracked by InsiderSet, reporting ownership valued at approximately $1.15B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $503.51M, representing an estimated loss of -56.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed FPS value among the investors covered in this analysis. Major shareholders include Coatue Management Llc, Fmr Llc, Invesco Ltd., and several other long-term asset managers with concentrated positions in Forgent Power Solutions, Inc. (FPS).
This page ranks the largest institutional FPS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
384
Total Reported Value
$8.70B
Largest Holder
Coatue Management Llc
Largest Position
$1.15B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
176
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Coatue Management Llc | 2.35% | 20,501,387 | $1,145,207,477 | $503,514,065 | -$641,693,412 | -56.03% | |
| Fmr Llc | 0.03% | 10,508,562 | $587,008,274 | $258,090,283 | -$328,917,991 | -56.03% | |
| Invesco Ltd. | 0.03% | 7,144,743 | $399,105,319 | $175,474,888 | -$223,630,431 | -56.03% | |
| Blackrock, Inc. | 0.01% | 6,666,695 | $372,401,582 | $163,734,029 | -$208,667,553 | -56.03% | |
| Vanguard Capital Management Llc | 0.01% | 5,685,919 | $317,615,435 | $139,646,171 | -$177,969,264 | -56.03% | |
| Ubs Group Ag | 0.05% | 5,641,827 | $315,152,456 | $138,563,271 | -$176,589,185 | -56.03% | |
| Vanguard Portfolio Management Llc | 0.01% | 4,884,628 | $272,855,320 | $119,966,464 | -$152,888,856 | -56.03% | |
| Jericho Capital Asset Management L.P. | 2.04% | 4,429,000 | $247,403,940 | $108,776,240 | -$138,627,700 | -56.03% | |
| Bamco Inc | 0.34% | 4,072,575 | $227,494,039 | $100,022,442 | -$127,471,597 | -56.03% | |
| Janus Henderson Group Plc | 0.11% | 7,769,612 | $227,415,200 | $190,821,671 | -$36,593,529 | -16.09% | |
| Value Aligned Research Advisors, Llc | 1.05% | 3,158,622 | $176,440,625 | $77,575,756 | -$98,864,869 | -56.03% | |
| William Blair Investment Management, Llc | 0.42% | 2,516,270 | $140,558,842 | $61,799,591 | -$78,759,251 | -56.03% | |
| Zimmer Partners, Lp | 3.00% | 2,271,217 | $126,870,182 | $55,781,090 | -$71,089,092 | -56.03% | |
| Geode Capital Management, Llc | 0.01% | 2,244,537 | $125,425,418 | $55,125,829 | -$70,299,589 | -56.05% | |
| State Street Corp | 0.00% | 2,113,904 | $118,073,033 | $51,917,482 | -$66,155,551 | -56.03% | |
| Bnp Paribas Financial Markets | 0.06% | 2,084,601 | $116,445,812 | $51,197,801 | -$65,248,011 | -56.03% | |
| Granahan Investment Management, Llc | 3.60% | 1,807,608 | $100,972,983 | $44,394,852 | -$56,578,131 | -56.03% | |
| Ameriprise Financial Inc | 0.02% | 1,709,803 | $95,447,969 | $41,992,762 | -$53,455,207 | -56.00% | |
| Renaissance Technologies LLC | Jim Simons | 0.13% | 1,669,700 | $93,269,442 | $41,007,832 | -$52,261,610 | -56.03% |
| Phoenix Financial Ltd. | 0.63% | 1,662,217 | $92,849,876 | $40,824,050 | -$52,025,826 | -56.03% | |
| Goldman Sachs Group Inc | 0.01% | 1,623,779 | $90,704,295 | $39,880,012 | -$50,824,283 | -56.03% | |
| Stephens Investment Management Group Llc | 0.97% | 1,616,102 | $90,275,458 | $39,691,465 | -$50,583,993 | -56.03% | |
| Alliancebernstein L.P. | 0.03% | 3,055,363 | $89,430,475 | $75,039,715 | -$14,390,760 | -16.09% | |
| Burkehill Global Management, Lp | 3.03% | 1,500,000 | $83,790,000 | $36,840,000 | -$46,950,000 | -56.03% | |
| Jane Street Group, Llc | 0.05% | 1,397,302 | $78,053,290 | $34,317,737 | -$43,735,553 | -56.03% | |
| Woodline Partners Lp | 0.24% | 1,385,109 | $77,372,189 | $34,018,277 | -$43,353,912 | -56.03% | |
| Westfield Capital Management Co Lp | 0.25% | 1,370,928 | $76,580,038 | $33,669,992 | -$42,910,046 | -56.03% | |
| Driehaus Capital Management Llc | 0.43% | 1,334,384 | $74,538,690 | $32,772,471 | -$41,766,219 | -56.03% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.10% | 1,281,556 | $71,587,718 | $31,475,015 | -$40,112,703 | -56.03% | |
| Assenagon Asset Management S.A. | 0.07% | 1,900,452 | $71,152,923 | $46,675,101 | -$24,477,822 | -34.40% | |
| Two Sigma Investments, Lp | 0.05% | 1,257,128 | $70,223,170 | $30,875,064 | -$39,348,106 | -56.03% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.05% | 1,247,131 | $69,664,738 | $30,629,537 | -$39,035,201 | -56.03% | |
| Deutsche Bank Ag\ | 0.02% | 1,221,679 | $68,242,989 | $30,004,436 | -$38,238,553 | -56.03% | |
| Ghisallo Capital Management Llc | 1.29% | 1,175,000 | $65,635,500 | $28,858,000 | -$36,777,500 | -56.03% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,160,552 | $64,828,435 | $28,503,157 | -$36,325,278 | -56.03% | |
| Yaupon Capital Management Lp | 1.86% | 1,000,000 | $55,860,000 | $24,560,000 | -$31,300,000 | -56.03% | |
| Avala Global Lp | 2.02% | 980,783 | $54,786,538 | $24,088,030 | -$30,698,508 | -56.03% | |
| Principal Financial Group Inc | 0.03% | 1,378,676 | $51,617,630 | $33,860,283 | -$17,757,347 | -34.40% | |
| Bank Of America Corp | 0.00% | 889,864 | $49,707,803 | $21,855,060 | -$27,852,743 | -56.03% | |
| Vanguard Fiduciary Trust Co | 0.01% | 832,836 | $46,522,219 | $20,454,452 | -$26,067,767 | -56.03% | |
| Summit Partners Public Asset Management, Llc | 1.20% | 825,726 | $46,125,054 | $20,279,831 | -$25,845,223 | -56.03% | |
| Millennium Management Llc | 0.03% | 770,318 | $43,029,963 | $18,919,010 | -$24,110,953 | -56.03% | |
| Citadel Advisors Llc | 0.02% | 712,784 | $39,816,114 | $17,505,975 | -$22,310,139 | -56.03% | |
| Cloudalpha Capital Management Limited/Hong Kong | 3.92% | 711,329 | $39,734,838 | $17,470,240 | -$22,264,598 | -56.03% | |
| Sandhill Capital Partners Llc | 3.22% | 709,880 | $39,653,897 | $17,434,653 | -$22,219,244 | -56.03% | |
| Voya Investment Management Llc | 0.03% | 706,973 | $39,491,512 | $17,363,257 | -$22,128,255 | -56.03% | |
| Price T Rowe Associates Inc | 0.00% | 705,966 | $39,436,000 | $17,338,525 | -$22,097,475 | -56.03% | |
| Spyglass Capital Management Llc | 2.13% | 705,361 | $39,401,465 | $17,323,666 | -$22,077,799 | -56.03% | |
| Fred Alger Management, Llc | 0.13% | 704,882 | $39,374,708 | $17,311,902 | -$22,062,806 | -56.03% | |
| Morgan Stanley | 0.00% | 696,443 | $38,903,307 | $17,104,640 | -$21,798,667 | -56.03% |
Frequently asked questions about FPS
Who are the largest institutional holders of FPS?
The largest institutional holders of FPS reported in the latest SEC Form 13F filings include Coatue Management Llc, Fmr Llc, Invesco Ltd., Blackrock, Inc., and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported FPS position.
What is FPS institutional ownership?
This page tracks FPS positions reported by institutional investment managers through SEC Form 13F. Forgent Power Solutions, Inc. (FPS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FPS?
InsiderSet currently tracks 384 institutional managers reporting FPS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FPS shareholders.
How much FPS stock do institutions own?
Institutional investment managers disclosed approximately $8.70B in FPS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FPS institutional ownership last updated?
The latest FPS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FPS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FPS position after the reporting date.
Are institutions buying or selling FPS?
Institutional buying and selling can be analyzed by comparing FPS positions across consecutive 13F reporting periods. InsiderSet's FPS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FPS ownership changes.
How has FPS institutional ownership changed over time?
InsiderSet tracks FPS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.