Fund shareholders of Forgent Power Solutions Inc
ISIN US34631F1021 · United States · LEI 529900VOEJB5GLOFQR48
- Fund shareholders
- 252
- Of which ETFs
- 47 205 other funds
- Value held
- 3B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Franklin Large Cap Growth VIP Fund Franklin Templeton Variable Insurance Products Trust | 6,267 | 350.1K $ | 0.40 % | as of Jun 30, 2026 ↗ |
| RiverPark/Next Century Growth Fund RiverPark Funds Trust | 5,886 | 328.8K $ | 2.72 % | as of Jun 30, 2026 ↗ |
| Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 5,643 | 315.2K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 5,051 | 282.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Global Artificial Intelligence ETF Janus Detroit Street Trust | 5,003 | 166.4K $ | 0.71 % | as of Jul 31, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 4,931 | 164.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 4,233 | 236.5K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 4,118 | 137K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 4,038 | 134.3K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 3,988 | 222.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Defiance Retail Kings ETF ETF Series Solutions | 3,980 | 222.3K $ | 3.11 % | as of Jun 30, 2026 ↗ |
| First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII | 3,695 | 202K $ | 0.39 % | as of May 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 3,600 | 201.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,430 | 187.5K $ | 0.03 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 3,323 | 110.6K $ | 0.53 % | as of Jul 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,240 | 181K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Alger AI Enablers & Adopters ETF Alger ETF Trust | 3,039 | 169.8K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 2,861 | 159.8K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 2,836 | 158.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 2,675 | 149.4K $ | 0.19 % | as of Jun 30, 2026 ↗ |
| Alger Capital Appreciation Portfolio ALGER PORTFOLIOS | 2,564 | 143.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 2,495 | 139.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 2,400 | 134.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 2,309 | 129K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 2,204 | 123.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 2,163 | 118.2K $ | 0.01 % | as of May 31, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 1,935 | 108.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Harbor Active Small Cap Growth ETF Harbor ETF Trust | 1,932 | 64.3K $ | 0.24 % | as of Jul 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 1,814 | 101.3K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,759 | 98.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,690 | 92.4K $ | 0.01 % | as of May 31, 2026 ↗ |
| Janus Henderson VIT Global Sustainable Equity Portfolio Janus Aspen Series | 1,505 | 84.1K $ | 0.63 % | as of Jun 30, 2026 ↗ |
| Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | 1,460 | 81.6K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,422 | 47.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| MoA Large Cap Growth Index Fund MoA Funds Corp | 1,301 | 72.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 1,203 | 67.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 1,150 | 38.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Polen 5Perspectives Small-Mid Growth ETF FundVantage Trust | 1,119 | 37.2K $ | 1.43 % | as of Jul 31, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 1,060 | 35.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 998 | 55.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II | 763 | 25.4K $ | 0.79 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 656 | 36.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 568 | 18.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 538 | 29.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 500 | 27.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 455 | 25.4K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 455 | 24.9K $ | 0.08 % | as of May 31, 2026 ↗ |
| Truth Social American Energy Security ETF Yorkville America Investment Trust | 341 | 19K $ | 0.23 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 314 | 17.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 167 | 5.6K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust | 116 | 3.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 98 | 5.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Corgi High Voltage Grid Equipment ETF Corgi ETF Trust I | 4.95 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Transformational Growth ETF Janus Detroit Street Trust | 3.51 % | as of Jul 31, 2026 ↗ |
| TCW Transform Supply Chain ETF TCW ETF Trust | 3.38 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Contrarian Fund Janus Investment Fund | 3.31 % | as of Jun 30, 2026 ↗ |
| Defiance Retail Kings ETF ETF Series Solutions | 3.11 % | as of Jun 30, 2026 ↗ |
| BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 3.05 % | as of Jun 30, 2026 ↗ |
| Focused Growth Portfolio PACIFIC SELECT FUND | 2.88 % | as of Jun 30, 2026 ↗ |
| RiverPark/Next Century Growth Fund RiverPark Funds Trust | 2.72 % | as of Jun 30, 2026 ↗ |
| Baron SMID Cap ETF Baron ETF Trust | 2.70 % | as of Jun 30, 2026 ↗ |
| VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 2.34 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 252 | +107 | 60,417,195 | +48.0 % |
| 2026Q2 | 145 | 40,830,805 |
Institutional managers
207 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 8,546,834 | 250.2M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 7,769,612 | 227.4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 6,162,683 | 180.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 5,109,202 | 149.5M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 4,674,583 | 136.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 4,494,181 | 131.5M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 3,473,621 | 101.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,324,686 | 68M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 2,173,584 | 63.6M $ | as of Mar 31, 2026 |
| Granahan Investment Management, LLC | 2,071,084 | 60.6M $ | as of Mar 31, 2026 |
| Zimmer Partners, LP | 1,950,520 | 57.1M $ | as of Mar 31, 2026 |
| Encompass Capital Advisors LLC | 1,925,699 | 56.4M $ | as of Mar 31, 2026 |
| Ghisallo Capital Management LLC | 1,850,000 | 54.1M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 1,804,824 | 52.8M $ | as of Mar 31, 2026 |
| Burkehill Global Management, LP | 1,700,000 | 49.8M $ | as of Mar 31, 2026 |
| ExodusPoint Capital Management, LP | 1,627,490 | 47.6M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 1,570,524 | 46M $ | as of Mar 31, 2026 |
| Jain Global LLC | 1,531,469 | 44.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,499,680 | 41.9M $ | as of Mar 31, 2026 |
| Holocene Advisors, LP | 1,468,749 | 43M $ | as of Mar 31, 2026 |
| Davidson Kempner Capital Management LP | 1,395,147 | 40.8M $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 1,384,123 | 40.5M $ | as of Mar 31, 2026 |
| Goodlander Investment Management, LLC | 1,380,000 | 40.4M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 1,342,800 | 39.3M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 1,231,125 | 36M $ | as of Mar 31, 2026 |
Declared shareholders of Forgent Power Solutions Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Neos Partners, LP and 16 others | 51.50 % | 156,906,889 | as of Jun 30, 2026 · SCHEDULE 13G |
| Coatue Management, L.L.C. and 1 other | 7.50 % | 20,501,387 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Forgent Power Solutions Inc". https://titelia.com/en/stocks/forgent-power-solutions-inc-US34631F1021