Forgent Power Solutions Ownership | Who Owns Forgent Power Solutions?


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Forgent Power Solutions Ownership Summary


Forgent Power Solutions is owned by 5.77% institutional investors, 0.13% insiders, and 94.10% retail investors. Coatue management is the largest institutional shareholder, holding 6.73% of FPS shares. First Trust RBA Amer Indl RenaisTM ETF is the top mutual fund, with 3.18% of its assets in Forgent Power Solutions shares.

FPS Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockForgent Power Solutions5.77%0.13%94.10%
SectorIndustrials Stocks 49.20%16.03%34.77%
IndustryElectrical Equipment Stocks34.58%15.80%49.62%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Coatue management20.50M6.73%$1.15B
Fmr10.51M3.45%$587.01M
Janus henderson group7.77M2.55%$227.42M
Invesco7.14M2.35%$399.11M
Blackrock funding, inc. /de6.67M2.19%$372.40M
Vanguard capital management5.69M1.87%$317.62M
Ubs group5.64M1.85%$315.15M
Franklin resources5.16M1.69%$287.98M
Jericho capital asset management4.43M1.45%$247.40M
Bamco inc /ny/4.07M1.34%$227.49M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Crestwood capital management192.87K7.06%$10.77M
Goodlander investment management330.00K5.56%$18.43M
Glynn capital management334.75K5.15%$18.70M
Science & technology partners468.00K4.41%$26.14M
Dilation capital management lp175.88K3.96%$9.82M
Brooklands fund management108.81K3.80%$4.86M
Wealth high governance capital ltda220.82K3.69%$12.34M
Granahan investment management1.81M3.60%$100.97M
Sandhill capital partners709.88K3.22%$39.65M
Rithm capital45.00K3.09%$2.51M

Top Buyers

HolderShares% AssetsChange
Coatue management20.50M2.35%20.50M
Janus henderson group7.77M0.11%7.77M
Jericho capital asset management4.43M2.04%4.43M
Ubs group5.64M0.04%3.32M
Value aligned research advisors3.16M0.44%3.16M

Top Sellers

HolderShares% AssetsChange
Citadel advisors712.78K0.00%-3.78M
Encompass capital advisors424.48K0.84%-1.50M
Davidson kempner capital management lp---1.40M
Holocene advisors, lp122.95K0.02%-1.35M
Balyasny asset management---1.34M

New Positions

HolderShares% AssetsChangeValue
Coatue management20.50M2.35%20.50M$1.15B
Janus henderson group7.77M0.11%7.77M$227.42M
Jericho capital asset management4.43M2.04%4.43M$247.40M
Value aligned research advisors3.16M0.44%3.16M$176.44M
William blair investment management2.52M0.42%2.52M$140.56M

Sold Out

HolderChange
Mrp capital investments-65.00
Golden state equity partners-140.00
Advisory services network-446.00
Group one trading-1.95K
R squared-6.96K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202659-17,574,603-5-59---

Top Mutual Funds Shareholders


HolderShares% HoldingChange
First Trust RBA Amer Indl RenaisTM ETF8.26M3.18%14.24K
Vanguard Morn Total Stk Mkt Idx Investor4.08M1.57%-5.28K
Vanguard Total Stock Mkt Idx Inv4.08M1.57%-5.28K
Janus Henderson Contrarian D3.69M1.51%181.13K
Janus Henderson US Opportunistic Alpha3.25M1.25%-257.28K
Janus Henderson Opportunistic Alpha MA3.25M1.25%3.25M
Vanguard Small Cap Index2.94M1.13%-10.21K
Strategic Advisers Fidelity US TtlStk2.45M0.94%43.00K
Invesco OFI Small Cap Growth2.20M0.85%59.52K
Invesco Discovery A2.20M0.85%59.52K

FPS Ownership FAQ


Who Owns Forgent Power Solutions?

Forgent Power Solutions shareholders are primarily institutional investors at 5.77%, followed by 0.13% insiders and 94.10% retail investors. The average institutional ownership in Forgent Power Solutions's industry, Electrical Equipment Stocks, is 34.58%, which Forgent Power Solutions falls below.

Who owns the most shares of Forgent Power Solutions?

Forgent Power Solutions’s largest shareholders are Coatue management (20.5M shares, 6.73%), Fmr (10.51M shares, 3.45%), and Janus henderson group (7.77M shares, 2.55%). Together, they hold 12.74% of Forgent Power Solutions’s total shares outstanding.

Does Blackrock own Forgent Power Solutions?

BlackRock is not among the top 10 institutional shareholders of Forgent Power Solutions.

Who is Forgent Power Solutions’s biggest shareholder by percentage of total assets invested?

Crestwood capital management is Forgent Power Solutions’s biggest shareholder by percentage of total assets invested, with 7.06% of its assets in 192.87K Forgent Power Solutions shares, valued at 10.77M$.

Who is the top mutual fund holder of Forgent Power Solutions shares?

First Trust RBA Amer Indl RenaisTM ETF is the top mutual fund holder of Forgent Power Solutions shares, with 3.18% of its total shares outstanding invested in 8.26M Forgent Power Solutions shares.

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