FPS · Forgent Power Solutions, Inc. · Shareholders & Ownership
$30.23
-1.29 (-4.09%)
At close · Oct 20
Return incl. dividend (before tax)
Market Cap
$9.60B
Shares
304.43M
Volume · Oct 20
9.61M
Avg daily vol (3M)
8.18M
Every disclosed holder of FPS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns FPS
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 170,935,583 | 56.15% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 156,906,889 | 51.54% |
| Remaining | 23,413,583 | -7.69% |
| Registered funds (N-PORT, not summed) | 63,050,556 | 20.71% |
Shares outstanding: 304,428,889, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of FPS
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
83,401,850 | ||
| 1.1 |
|
156,906,889 | ||
| 2 |
COATUE MANAGEMENT LLC
13F
CIK 1135730 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,501,387 | ||
| 2.1 |
COATUE MANAGEMENT LLC
13G
CIK 1135730 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
20,501,387 | ||
| 3 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,508,562 | ||
| 3.1 |
Strategic Advisers Fidelity U.S. Total Stock Fund
Fund
S000061481 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
2,407,074 | ||
| 3.2 |
Fidelity Blue Chip Growth Fund
Fund
S000007195 · Registered fund · Jul 31, 2026
Fidelity Securities Fund, not summed
|
1,070,303 | ||
| 3.3 |
Fidelity Mid-Cap Stock Fund
Fund
S000055365 · Registered fund · Jul 31, 2026
Fidelity Concord Street Trust, not summed
|
1,024,600 | ||
| 3.4 |
Fidelity Contrafund
Fund
S000006037 · Registered fund · Jun 30, 2026
Fidelity Contrafund, not summed
|
832,744 | ||
| 3.5 |
Fidelity Advisor New Insights Fund
Fund
S000006036 · Registered fund · Jun 30, 2026
Fidelity Contrafund, not summed
|
742,515 | ||
| 4 |
Jupiter Topco LLC
13F
CIK 2146052 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,457,260 | ||
| 4.1 |
Janus Henderson VIT Global Technology and Innovation Portfolio
Fund
S000010408 · Registered fund · Jun 30, 2026
Janus Aspen Series, not summed
|
205,452 | ||
| 4.2 |
Janus Henderson Small/Mid Cap Growth Alpha ETF
Fund
S000052564 · Registered fund · Jul 31, 2026
Janus Detroit Street Trust, not summed
|
112,285 | ||
| 4.3 |
Janus Henderson Transformational Growth ETF
Fund
S000089963 · Registered fund · Jul 31, 2026
Janus Detroit Street Trust, not summed
|
28,170 | ||
| 4.4 |
Janus Henderson Mid Cap Growth Alpha ETF
Fund
S000087757 · Registered fund · Jul 31, 2026
Janus Detroit Street Trust, not summed
|
6,615 | ||
| 4.5 |
Janus Henderson Global Artificial Intelligence ETF
Fund
S000094567 · Registered fund · Jul 31, 2026
Janus Detroit Street Trust, not summed
|
5,003 | ||
| 5 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,144,743 | ||
| 5.1 |
Invesco Discovery Fund
Fund
S000064618 · Registered fund · May 31, 2026
AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
|
2,145,477 | ||
| 5.2 |
Invesco Discovery Mid Cap Growth Fund
Fund
S000064710 · Registered fund · Jul 31, 2026
AIM Investment Funds (Invesco Investment Funds), not summed
|
1,369,111 | ||
| 5.3 |
Invesco Small Cap Growth Fund
Fund
S000000476 · Registered fund · Jun 30, 2026
AIM Growth Series (Invesco Growth Series), not summed
|
569,923 | ||
| 5.4 |
Invesco Small Cap Equity Fund
Fund
S000000218 · Registered fund · Jun 30, 2026
AIM Funds Group (Invesco Funds Group), not summed
|
474,356 | ||
| 5.5 |
Invesco Global Opportunities Fund
Fund
S000064625 · Registered fund · Jul 31, 2026
AIM International Mutual Funds (Invesco International Mutual Funds), not summed
|
256,120 | ||
| 6 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,666,695 | ||
| 6.1 |
iShares Russell Mid-Cap Growth ETF
Fund
S000004336 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
754,755 | ||
| 6.2 |
BlackRock Mid-Cap Growth Equity Portfolio
Fund
S000001505 · Registered fund · May 29, 2026
BlackRock Funds, not summed
|
651,045 | ||
| 6.3 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
524,669 | ||
| 6.4 |
iShares Russell 1000 Growth ETF
Fund
S000004346 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
487,918 | ||
| 6.5 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
164,623 | ||
| 7 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,685,919 | ||
| 8 |
|
5,641,827 | ||
| 9 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,155,338 | ||
| 9.1 |
Franklin Dynatech Fund
Fund
S000006754 · Registered fund · Jun 30, 2026
Franklin Custodian Funds, not summed
|
1,200,000 | ||
| 9.2 |
Franklin Small Cap Growth Fund
Fund
S000006889 · Registered fund · Jul 31, 2026
Franklin Strategic Series, not summed
|
847,856 | ||
| 9.3 |
Franklin Small-Mid Cap Growth Fund
Fund
S000006888 · Registered fund · Jul 31, 2026
Franklin Strategic Series, not summed
|
707,116 | ||
| 9.4 |
Franklin Growth Opportunities Fund
Fund
S000006878 · Registered fund · Jul 31, 2026
Franklin Strategic Series, not summed
|
332,179 | ||
| 9.5 |
Franklin Natural Resources Fund
Fund
S000006887 · Registered fund · Jul 31, 2026
Franklin Strategic Series, not summed
|
60,300 | ||
| 10 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,884,628 | ||
| 11 |
Jericho Capital Asset Management L.P.
13F
CIK 1525234 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,429,000 | ||
| 12 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
4,074,252 | ||
| 13 |
BAMCO INC /NY/
13F
CIK 1017918 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,072,575 | ||
| 13.1 |
BARON DISCOVERY FUND
Fund
S000042178 · Registered fund · Jun 30, 2026
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
|
1,000,000 | ||
| 13.2 |
BARON ASSET FUND
Fund
S000000582 · Registered fund · Jun 30, 2026
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
|
878,738 | ||
| 13.3 |
BARON OPPORTUNITY FUND
Fund
S000000585 · Registered fund · Jun 30, 2026
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
|
614,090 | ||
| 13.4 |
Baron Global Opportunity Fund
Fund
S000036767 · Registered fund · Jun 30, 2026
BARON SELECT FUNDS, not summed
|
451,490 | ||
| 13.5 |
Baron Technology ETF
Fund
S000096485 · Registered fund · Jun 30, 2026
Baron ETF Trust, not summed
|
45,393 | ||
| 14 |
Janus Henderson Contrarian Fund
Fund
S000010475 · Registered fund · Jun 30, 2026
Janus Investment Fund, not summed
|
3,248,079 | ||
| 15 |
Value Aligned Research Advisors, LLC
13F
CIK 1963565 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,158,622 | ||
| 16 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,055,363 | ||
| 16.1 |
AB DISCOVERY GROWTH FUND, INC.
Fund
S000010117 · Registered fund · Jun 30, 2026
AB DISCOVERY GROWTH FUND, INC., not summed
|
811,964 | ||
| 16.2 |
AB Small Cap Growth Portfolio
Fund
S000010309 · Registered fund · Jun 30, 2026
AB CAP FUND, INC., not summed
|
544,382 | ||
| 16.3 |
AB Small Cap Growth Portfolio
Fund
S000010435 · Registered fund · Jun 30, 2026
AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
|
10,315 | ||
| 16.4 |
Tax-Aware Overlay A Portfolio
Fund
S000027648 · Registered fund · Jun 30, 2026
BERNSTEIN SANFORD C FUND INC, not summed
|
5,643 | ||
| 16.5 |
Overlay A Portfolio
Fund
S000027647 · Registered fund · Jun 30, 2026
BERNSTEIN SANFORD C FUND INC, not summed
|
2,309 | ||
| 17 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,940,890 | ||
| 18 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
CIK 1644956 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,516,270 | ||
| 18.1 |
William Blair Small-Mid Cap Growth Fund
Fund
S000008603 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
318,800 | ||
| 18.2 |
William Blair Small-Mid Cap Core Fund
Fund
S000066499 · Registered fund · Jun 30, 2026
WILLIAM BLAIR FUNDS, not summed
|
62,884 | ||
| 19 |
Zimmer Partners, LP
13F
CIK 1565854 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,271,217 | ||
| 20 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,244,537 | ||
| 21 |
|
2,113,904 | ||
| 21.1 |
State Street(R) Galaxy Hedged Digital Asset Ecosystem ETF
Fund
S000087750 · Registered fund · Jul 31, 2026
SSGA Active Trust, not summed
|
44,206 | ||
| 21.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
42,200 | ||
| 21.3 |
State Street(R) Galaxy Digital Asset Ecosystem ETF
Fund
S000087748 · Registered fund · Jul 31, 2026
SSGA Active Trust, not summed
|
11,085 | ||
| 21.4 |
State Street Institutional Small-Cap Equity Fund
Fund
S000001631 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL FUNDS, not summed
|
10,630 | ||
| 21.5 |
State Street(R) Galaxy Transformative Tech Accelerators ETF
Fund
S000087749 · Registered fund · Jul 31, 2026
SSGA Active Trust, not summed
|
8,587 | ||
| 22 |
BNP PARIBAS ARBITRAGE, SA
13F
CIK 1166588 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,084,601 | ||
| 23 |
Assenagon Asset Management S.A.
13F
CIK 1546007 · Unknown · Sep 30, 2026
|
1,900,452 | ||
| 24 |
Granahan Investment Management, LLC
13F
CIK 1026710 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,807,608 | ||
| 25 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,709,803 | ||
| 25.1 |
Columbia Seligman Global Technology Fund
Fund
S000031372 · Registered fund · Jul 31, 2026
Columbia Funds Series Trust II, not summed
|
220,394 | ||
| 25.2 |
Columbia Variable Portfolio - Seligman Global Technology Fund
Fund
S000031384 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
|
18,040 | ||
| 26 |
VANGUARD SMALL-CAP GROWTH INDEX FUND
Fund
S000002846 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,693,764 | ||
| 27 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,669,700 | ||
| 28 |
Phoenix Financial Ltd.
13F
CIK 1679543 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,662,217 | ||
| 29 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,623,779 | ||
| 29.1 |
Goldman Sachs Small/Mid Cap Growth Fund
Fund
S000009322 · Registered fund · May 31, 2026
Goldman Sachs Trust, not summed
|
180,148 | ||
| 29.2 |
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Fund
S000075322 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust II, not summed
|
2,163 | ||
| 30 |
Stephens Investment Management Group LLC
13F
CIK 1314440 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,616,102 | ||
| 31 |
Burkehill Global Management, LP
13F
CIK 1904549 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,500,000 | ||
| 32 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,478,659 | ||
| 33 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,411,301 | ||
| 33.1 |
SmallCap Fund
Fund
S000007214 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
502,800 | ||
| 33.2 |
LargeCap Growth Fund I
Fund
S000007077 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
250,687 | ||
| 33.3 |
SmallCap Growth Fund I
Fund
S000007175 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
175,066 | ||
| 33.4 |
SmallCap Account
Fund
S000007675 · Registered fund · Jun 30, 2026
Principal Variable Contract Funds, Inc, not summed
|
45,400 | ||
| 34 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,397,302 | ||
| 35 |
Woodline Partners LP
13F
CIK 1784547 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,385,109 | ||
| 36 |
WESTFIELD CAPITAL MANAGEMENT CO LP
13F
CIK 1177719 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,370,928 | ||
| 37 |
Blackstone Inc.
13F
CIK 1393818 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,370,000 | ||
| 38 |
Driehaus Capital Management LLC
13F
CIK 938206 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,334,384 | ||
| 38.1 |
Driehaus Small Cap Growth Fund
Fund
S000058261 · Registered fund · Jun 30, 2026
Driehaus Mutual Funds, not summed
|
200,560 | ||
| 38.2 |
Driehaus Small/Mid Cap Growth Fund
Fund
S000068519 · Registered fund · Jun 30, 2026
Driehaus Mutual Funds, not summed
|
12,444 | ||
| 38.3 |
Driehaus Global Fund
Fund
S000056073 · Registered fund · Jun 30, 2026
Driehaus Mutual Funds, not summed
|
10,011 | ||
| 39 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
CIK 1535845 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,281,556 | ||
| 40 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,257,128 | ||
| 41 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
13F
CIK 1694217 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,247,131 | ||
| 42 |
Janus Henderson Global Technology and Innovation Fund
Fund
S000010465 · Registered fund · Jun 30, 2026
Janus Investment Fund, not summed
|
1,234,856 | ||
| 43 |
DEUTSCHE BANK AG\
13F
CIK 948046 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,221,679 | ||
| 43.1 |
DWS Large Cap Focus Growth Fund
Fund
S000005707 · Registered fund · Jul 31, 2026
DEUTSCHE DWS INVESTMENT TRUST, not summed
|
56,577 | ||
| 44 |
Ghisallo Capital Management LLC
13F
CIK 1825214 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,175,000 | ||
| 45 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,160,552 | ||
| 45.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
414,589 | ||
| 45.2 |
Schwab U.S. Mid-Cap ETF
Fund
S000026635 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
233,157 | ||
| 45.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
116,113 | ||
| 45.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
50,810 | ||
| 45.5 |
Schwab U.S. Mid-Cap Index Fund
Fund
S000059733 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
33,652 | ||
| 46 |
Harbor Small Cap Growth Fund
Fund
S000000686 · Registered fund · Jul 31, 2026
HARBOR FUNDS, not summed
|
1,121,110 | ||
| 47 |
Yaupon Capital Management LP
13F
CIK 1755028 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,000,000 | ||
| 48 |
Avala Global LP
13F
CIK 1948899 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
980,783 | ||
| 49 |
Janus Henderson Triton Fund
Fund
S000010485 · Registered fund · Jun 30, 2026
Janus Investment Fund, not summed
|
915,115 | ||
| 50 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
889,864 |
49 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
2080126
CUSIP
34631F102
13F (30d)
40 filings
40 filers
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