Fund shareholders of Legence Corp
ISIN US52476L1098 · United States
- Fund shareholders
- 233
- Of which ETFs
- 40 193 other funds
- Value held
- 1.5B $
233 funds hold this company. This table lists the 231 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Franklin Dynatech Fund Franklin Custodian Funds | 1,450,000 | 81.9M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | 1,355,466 | 76.5M $ | 1.48 % | as of Mar 31, 2026 ↗ |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,100,000 | 62.1M $ | 2.30 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,095,747 | 61.9M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Contrarian Fund JANUS INVESTMENT FUND | 1,054,758 | 59.6M $ | 1.39 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 917,402 | 51.8M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Harbor Small Cap Growth Fund HARBOR FUNDS | 856,265 | 74.5M $ | 2.88 % | as of Apr 30, 2026 ↗ |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 813,528 | 45.9M $ | 1.50 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 795,944 | 44.9M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS | 716,621 | 41.6M $ | 0.33 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 659,766 | 57.4M $ | 0.26 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 553,160 | 48.1M $ | 0.57 % | as of Apr 30, 2026 ↗ |
| MFS Core Equity Fund MFS SERIES TRUST I | 547,320 | 31.8M $ | 0.50 % | as of Feb 28, 2026 ↗ |
| MFS New Discovery Fund MFS SERIES TRUST I | 534,017 | 31M $ | 1.48 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 505,980 | 44M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Putnam Small Cap Growth Fund Putnam Funds Trust | 482,441 | 27.2M $ | 1.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 453,265 | 39.4M $ | 0.57 % | as of Apr 30, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 447,817 | 25.3M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 420,922 | 24.4M $ | 0.89 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 381,899 | 21.6M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 363,800 | 31.6M $ | 1.10 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 355,563 | 30.9M $ | 0.61 % | as of Apr 30, 2026 ↗ |
| CONESTOGA SMALL CAP FUND Conestoga Funds | 281,635 | 15.9M $ | 0.71 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 276,637 | 15.6M $ | 0.55 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 275,890 | 24M $ | 0.56 % | as of Apr 30, 2026 ↗ |
| LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. | 269,776 | 23.5M $ | 1.06 % | as of Apr 30, 2026 ↗ |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 235,594 | 13.3M $ | 0.69 % | as of Mar 31, 2026 ↗ |
| Focused Growth Portfolio PACIFIC SELECT FUND | 223,782 | 12.6M $ | 2.86 % | as of Mar 31, 2026 ↗ |
| Nomura Small Cap Growth Fund IVY FUNDS | 193,700 | 10.9M $ | 1.11 % | as of Mar 31, 2026 ↗ |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | 190,272 | 10.7M $ | 1.52 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 186,179 | 10.8M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 184,316 | 10.4M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 183,618 | 10.7M $ | 0.07 % | as of Feb 28, 2026 ↗ |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 179,035 | 15.6M $ | 5.55 % | as of Apr 30, 2026 ↗ |
| Driehaus Small Cap Growth Fund Driehaus Mutual Funds | 177,707 | 10M $ | 0.87 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 174,191 | 9.8M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 173,968 | 10.1M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 168,989 | 14.7M $ | 0.78 % | as of Apr 30, 2026 ↗ |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 157,100 | 9.1M $ | 0.41 % | as of Feb 28, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 152,106 | 8.6M $ | 0.47 % | as of Mar 31, 2026 ↗ |
| Baron Real Estate Fund BARON SELECT FUNDS | 143,281 | 8.1M $ | 0.38 % | as of Mar 31, 2026 ↗ |
| First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund | 141,583 | 8M $ | 0.69 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 141,558 | 8M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| AMG GW&K Small Cap Core Fund AMG Funds | 141,465 | 8M $ | 1.19 % | as of Mar 31, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 114,472 | 10M $ | 0.26 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 112,304 | 9.8M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 110,304 | 6.2M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 96,375 | 5.4M $ | 0.40 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 94,500 | 8.2M $ | 0.51 % | as of Apr 30, 2026 ↗ |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 87,093 | 7.6M $ | 1.47 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 85,156 | 4.8M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 84,994 | 4.8M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 83,207 | 7.2M $ | 2.23 % | as of Apr 30, 2026 ↗ |
| Meridian Growth Fund Meridian Fund Inc | 81,342 | 4.6M $ | 0.94 % | as of Mar 31, 2026 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 78,025 | 4.4M $ | 1.67 % | as of Mar 31, 2026 ↗ |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 76,100 | 4.3M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST | 74,140 | 6.4M $ | 3.17 % | as of Apr 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 72,805 | 6.3M $ | 0.85 % | as of Apr 30, 2026 ↗ |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 70,438 | 4M $ | 0.52 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 68,295 | 3.9M $ | 1.71 % | as of Mar 31, 2026 ↗ |
| Needham Aggressive Growth Fund Needham Funds Inc | 67,500 | 3.8M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 67,060 | 5.8M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 66,151 | 3.8M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 64,700 | 5.6M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 64,000 | 3.7M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 61,324 | 5.3M $ | 0.13 % | as of Apr 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 60,596 | 3.4M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 55,218 | 3.1M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 54,985 | 3.2M $ | 0.44 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Infrastructure ETF iShares Trust | 54,190 | 3.1M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 52,449 | 3M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 52,400 | 4.6M $ | 0.35 % | as of Apr 30, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 52,234 | 3M $ | 0.18 % | as of Feb 28, 2026 ↗ |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 52,101 | 2.9M $ | 1.29 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 50,789 | 2.9M $ | 0.92 % | as of Feb 28, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 46,287 | 4M $ | 0.19 % | as of Apr 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 46,007 | 2.6M $ | 0.32 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 44,780 | 2.5M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AMG GW&K Small Cap Growth Fund AMG Funds IV | 43,375 | 3.8M $ | 1.81 % | as of Apr 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 42,793 | 2.4M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Thrivent Mid Cap Value ETF Thrivent ETF Trust | 42,347 | 2.4M $ | 0.84 % | as of Mar 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 39,304 | 2.2M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 37,999 | 2.1M $ | 0.68 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 37,353 | 2.2M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | 36,423 | 2.1M $ | 1.10 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 34,024 | 1.9M $ | 1.10 % | as of Mar 31, 2026 ↗ |
| Meridian Small Cap Growth Fund Meridian Fund Inc | 33,693 | 1.9M $ | 0.81 % | as of Mar 31, 2026 ↗ |
| Royce Smaller-Companies Growth Fund ROYCE FUND | 32,000 | 1.8M $ | 1.01 % | as of Mar 31, 2026 ↗ |
| SFT Nomura Small Cap Growth Fund Securian Funds Trust | 31,041 | 1.8M $ | 1.10 % | as of Mar 31, 2026 ↗ |
| Fidelity Trend Fund Fidelity Trend Fund | 31,000 | 1.8M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 30,883 | 2.7M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 29,709 | 2.6M $ | 0.74 % | as of Apr 30, 2026 ↗ |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 29,524 | 1.7M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 28,978 | 1.6M $ | 0.57 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 28,191 | 2.5M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 27,931 | 2.4M $ | 0.77 % | as of Apr 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 25,400 | 1.5M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 24,500 | 1.4M $ | 0.07 % | as of Mar 31, 2026 ↗ |
| MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 24,253 | 1.4M $ | 0.51 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 23,799 | 1.3M $ | 1.53 % | as of Mar 31, 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 | |
|---|---|---|
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 5.55 % | as of Apr 30, 2026 ↗ |
| AdvisorShares HVAC and Industrials ETF AdvisorShares Trust | 4.31 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Transformational Growth ETF Janus Detroit Street Trust | 3.86 % | as of Apr 30, 2026 ↗ |
| BNP Paribas Funds Clean Energy Solutions BNP Paribas Asset Management Luxembourg | 3.77 % | as of Dec 31, 2025 ↗ |
| Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST | 3.17 % | as of Apr 30, 2026 ↗ |
| Harbor Small Cap Growth Fund HARBOR FUNDS | 2.88 % | as of Apr 30, 2026 ↗ |
| Focused Growth Portfolio PACIFIC SELECT FUND | 2.86 % | as of Mar 31, 2026 ↗ |
| BNP Paribas Funds Environmental Solutions BNP Paribas Asset Management Luxembourg | 2.55 % | as of Dec 31, 2025 ↗ |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2.30 % | as of Mar 31, 2026 ↗ |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 2.23 % | as of Apr 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 |
|---|---|---|---|---|
| 2026Q2 | 231 | +49 | 24,115,710 | +17.3 % |
| 2026Q1 | 182 | +88 | 20,566,667 | +29.9 % |
| 2025Q4 | 94 | 15,830,800 |
Institutional managers
190 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Blackstone Inc. | 25,341,365 | 1.4B $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 4,341,989 | 245.2M $ | as of Mar 31, 2026 |
| FMR LLC | 2,958,359 | 167M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,647,194 | 149.5M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 2,312,266 | 130.6M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,957,280 | 110.5M $ | as of Mar 31, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1,861,653 | 105.1M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 1,245,682 | 70.3M $ | as of Mar 31, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,214,823 | 68.6M $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 914,566 | 51.6M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 900,657 | 50.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 895,953 | 50.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 822,018 | 46.4M $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 784,653 | 44.3M $ | as of Mar 31, 2026 |
| Munro Partners | 747,832 | 42.2M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 736,871 | 41.6M $ | as of Mar 31, 2026 |
| Merewether Investment Management, LP | 726,336 | 41M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 680,217 | 38.4M $ | as of Mar 31, 2026 |
| FRED ALGER MANAGEMENT, LLC | 661,335 | 37.3M $ | as of Mar 31, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 655,000 | 37M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 603,133 | 34.1K $ | as of Mar 31, 2026 |
| SEVEN GRAND MANAGERS, LLC | 600,000 | 33.9M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 579,700 | 32.7M $ | as of Mar 31, 2026 |
| LORD, ABBETT & CO. LLC | 573,869 | 32.4K $ | as of Mar 31, 2026 |
| CI INVESTMENTS INC. | 567,092 | 32M $ | as of Mar 31, 2026 |
Declared shareholders of Legence Corp
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 | |
|---|---|---|---|
| Legence Parent ML LLC and 15 others | 61.10 % | 66,041,198 | as of Mar 31, 2026 · SCHEDULE 13G |
| FMR LLC and 1 other | 4.40 % | 2,958,359 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Legence Corp". https://titelia.com/en/stocks/legence-corp-US52476L1098