Forgent Power Solutions, Inc. — Institutional Ownership

Which tracked institutions hold FPS, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

30
Funds holding
$2358549917
Total value held
Buying
26 added/new · 3 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Invesco Ltd. $399105319 7144743 +7144743 NEW BUY
2 Blackrock, Inc. $372401582 6666695 +1557493 +30.48%
3 Ubs Group Ag $315152456 5641827 +5641827 NEW BUY
4 Franklin Resources Inc $287977204 5155338 +1681717 +48.41%
5 Janus Henderson Group Plc $227415200 7769612 +7769612 NEW BUY
6 State Street Corp $118073033 2113904 +1728704 +448.78%
7 Ameriprise Financial Inc $95447969 1709803 +1709803 NEW BUY
8 Goldman Sachs Group Inc $92659395 1658779 +1144361 +222.46%
9 Principal Financial Group Inc $78835274 1411301 -393523 -21.80%
10 Blackstone Inc. $76528200 1370000 +1370000 NEW BUY
11 Bank Of America Corp /De/ $49707803 889864 +520608 +140.99%
12 Morgan Stanley $38903307 696443 +373925 +115.94%
13 Jpmorgan Chase & Co $35977537 650011 -849669 -56.66%
14 Raymond James Financial Inc $35067401 627773 +365905 +139.73%
15 Northern Trust Corp $33559626 600781 +415881 +224.92%
16 Royal Bank Of Canada $22753000 407309 -30276 -6.92%
17 Bank Of New York Mellon Corp $18228054 326317 +290577 +813.03%
18 Wells Fargo & Company/Mn $15536118 278126 +123740 +80.15%
19 Federated Hermes, Inc. $15428532 276200 +276200 NEW BUY
20 Sei Investments Co $11872729 212545 +126623 +147.37%
21 Barclays Plc $8930896 159880 +153576 +2436.17%
22 Rithm Capital Corp. $2513700 45000 Held
23 Fifth Third Bancorp $2226030 39850 +39796 +73696.30%
24 Stifel Financial Corp $1125300 20145 +20145 NEW BUY
25 Citigroup Inc $1073406 19216 +19216 NEW BUY
26 Us Bancorp \De\ $804552 14403 +7174 +99.24%
27 Pnc Financial Services Group, Inc. $519834 9306 +9306 NEW BUY
28 Truist Financial Corp $501902 8985 +8985 NEW BUY
29 Itau Unibanco Holding S.A. $223440 4000 +2300 +135.29%
30 Atlantic Union Bankshares Corp $1118 20 +20 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.