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Forgent Power Solutions, Inc. · 13F filings

FPS Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns Forgent Power Solutions, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 371 funds reported holding FPS at Jun 30, 2026.

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Fund sentiment
Bullish
Strongly bearishNeutralStrongly bullish
  • ▲294 buying vs 116 selling
  • ▲Shares held by funds +45.7%
  • ▲Funds holding +158
  • ▼Superinvestors: 3 added, 4 cut
  • ●Put/call not meaningful

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding371+158 vs Q1 2026
Held by funds–of shares outstanding
Value held$9.5B171M shares
Put/call ratio0.14down from 0.80

Funds holding and ownership

2 quarters
Q1 2026: 213 fundsQ1 '26Q2 2026: 371 fundsQ2 '26
Funds holding

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding371213+74.2%
In funds' top 10811−27.3%
13F shares171M117M+45.7%
Held by funds–––
New positions2092090.0%
Increased850–
Reduced640–
Sold out520–
Calls (shares)777K175K+344.1%
Puts (shares)109K140K−22.1%
Put/call ratio0.140.80−82.5%

Buyers vs sellers

adding or new vs cutting or sold out
Q1 2026: 209 buyingQ1 2026: 0 sellingQ1 '26Q2 2026: 294 buyingQ2 2026: 116 sellingQ2 '26
Buying 294Selling 116latest quarter

Superinvestors in FPS

All superinvestors →

Who owns FPS

share of fund held shares
  • Index and passive funds18.6%
  • Active managers and hedge funds67.6%
  • Banks and brokers12.5%
  • Pensions, insurers and other1.3%

The top 10 holders own 46.3% of all FPS shares that funds reported. Groups are our own grouping of filers by name.

Put/call ratio

funds' options, market makers left out
1.00Q1 2026: 0.80Q1 '26Q2 2026: 0.14Q2 '260.14

Above 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.

Filed so far for Q3 2026

115 funds changed their position

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1Coatue Management LLC–20.5M$1.1B+20.5M
2Fmr LLC–10.5M$587M+2M
3Jupiter Topco LLC–8.5M$472M–
4Invesco Ltd.–7.1M$399M+982K
5BlackRock, Inc.–6.7M$372M+1.6M
6Vanguard Capital Management LLC–5.7M$318M+1.9M
7UBS Group AG–5.6M$315M+3.3M
8Franklin Resources Inc–5.2M$288M+1.7M
9Vanguard Portfolio Management LLC–4.9M$273M+1.8M
10Jericho Capital Asset Management L.P.–4.4M$247M+4.4M
🔒 15 more top holders. Create a free account or sign in to see them.
Biggest buyers
Biggest sellers

FPS institutional ownership FAQ

Who owns the most FPS stock?

In Q2 2026 13F filings the largest holder of FPS was Coatue Management LLC, followed by Fmr LLC and Jupiter Topco LLC. Index fund managers are usually the biggest holders of large companies.

What percentage of FPS is owned by institutions?

371 funds reported holding 171M FPS shares at Jun 30, 2026.

Are hedge funds buying FPS?

In Q2 2026, 294 funds bought FPS (209 of them new positions) and 116 sold (52 sold out completely). Among well known investors, 3 added and 4 cut. Our fund sentiment for FPS is bullish.

What is FPS's institutional put/call ratio?

Funds reported $6.1M of FPS puts against $43.4M of calls, a put/call ratio of 0.14 (0.80 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.

How current is this FPS ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.