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Forgent Power Solutions, Inc. (FPS) Institutional Ownership & Insider Trading

368 institutions reported holding Forgent Power Solutions, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 3 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

FPSForgent Power Solutions, Inc.Follow FPS — free
Electrical Equipment & Parts · Industrials
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Price chart with a free account
Market cap
7.4B
P/E TTM
—
Dividend yield
—
52-week
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Next earnings
12 Nov, in 19 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

368 institutions held 56.1% of the shares. Across filers that reported both quarters, shares held changed +48.0%.

Increased+85New+198Decreased-63Closed-46

Largest moves, shares (millions)

Coatue Management+20.5MJericho Capital Asset…+4.4MUBS Group AG+3.3MCitadel Advisors-3.8MEncompass Capital Advisors-1.5MDavidson Kempner Capital…-1.4M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
+0.0Mar 26+52.0Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 26368171+48.0%851986346
Mar 26211117—————

Forgent Power Solutions, Inc. — questions

Who owns Forgent Power Solutions, Inc. stock?
368 institutions reported Forgent Power Solutions, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: COATUE MANAGEMENT LLC (6.7%), FMR LLC (3.5%), Jupiter Topco LLC (2.8%).
Are Forgent Power Solutions, Inc. insiders buying or selling?
3 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Forgent Power Solutions, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.