Fund shareholders of Legence Corp
ISIN US52476L1098 · United States · LEI 529900LFX8I46NGWUO67
- Fund shareholders
- 267
- Of which ETFs
- 44 223 other funds
- Value held
- 2.1B $
267 funds hold this company. This table lists the 265 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,830,475 | 156M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Franklin Dynatech Fund Franklin Custodian Funds | 1,700,000 | 144.9M $ | 0.48 % | as of Jun 30, 2026 ↗ |
| First Trust RBA American Industrial Renaissance ETF First Trust Exchange-Traded Fund VI | 1,599,542 | 136.3M $ | 1.19 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,508,541 | 128.6M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,322,602 | 112.7M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Triton Fund Janus Investment Fund | 1,183,029 | 100.8M $ | 1.70 % | as of Jun 30, 2026 ↗ |
| Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS | 766,189 | 64.2M $ | 0.47 % | as of May 31, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 761,007 | 64.9M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Venture Fund Janus Investment Fund | 735,894 | 62.7M $ | 1.73 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 642,588 | 41.1M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Putnam Small Cap Growth Fund Putnam Funds Trust | 621,970 | 53M $ | 1.56 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 608,279 | 51.8M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 545,025 | 34.8M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 542,566 | 46.2M $ | 0.30 % | as of Jun 30, 2026 ↗ |
| MFS Core Equity Fund MFS SERIES TRUST I | 477,783 | 40M $ | 0.62 % | as of May 31, 2026 ↗ |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 475,000 | 40.5M $ | 1.42 % | as of Jun 30, 2026 ↗ |
| AB Small Cap Growth Portfolio AB CAP FUND, INC. | 470,305 | 40.1M $ | 1.28 % | as of Jun 30, 2026 ↗ |
| LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. | 463,209 | 29.6M $ | 1.33 % | as of Jul 31, 2026 ↗ |
| MFS New Discovery Fund MFS SERIES TRUST I | 355,258 | 29.7M $ | 1.39 % | as of May 31, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 344,230 | 29.3M $ | 1.02 % | as of Jun 30, 2026 ↗ |
| CONESTOGA SMALL CAP FUND Conestoga Funds | 326,360 | 27.8M $ | 1.36 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 316,329 | 20.2M $ | 0.81 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 262,779 | 22M $ | 0.13 % | as of May 31, 2026 ↗ |
| Emerald Growth Fund RBB Fund, Inc. | 259,977 | 16.6M $ | 1.12 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 247,987 | 20.8M $ | 0.05 % | as of May 31, 2026 ↗ |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 235,783 | 20.1M $ | 0.89 % | as of Jun 30, 2026 ↗ |
| First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund | 232,182 | 19.8M $ | 1.18 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 230,954 | 19.3M $ | 0.08 % | as of May 31, 2026 ↗ |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 195,024 | 16.3M $ | 0.66 % | as of May 31, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 186,610 | 11.9M $ | 0.29 % | as of Jul 31, 2026 ↗ |
| ALGER SMALL CAP FOCUS FUND ALGER FUNDS | 178,821 | 11.4M $ | 1.34 % | as of Jul 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 168,989 | 10.8M $ | 0.48 % | as of Jul 31, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 147,421 | 12.6M $ | 0.59 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 142,408 | 9.1M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Nomura Small Cap Growth Fund IVY FUNDS | 139,774 | 11.9M $ | 1.02 % | as of Jun 30, 2026 ↗ |
| AMG GW&K Small Cap Core Fund AMG Funds | 135,717 | 11.6M $ | 1.49 % | as of Jun 30, 2026 ↗ |
| Focused Growth Portfolio PACIFIC SELECT FUND | 123,187 | 10.5M $ | 2.01 % | as of Jun 30, 2026 ↗ |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | 117,596 | 10M $ | 1.22 % | as of Jun 30, 2026 ↗ |
| ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 114,700 | 7.3M $ | 0.38 % | as of Jul 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 114,638 | 9.8M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| JNL/Invesco Small Cap Growth Fund JNL Series Trust | 112,045 | 9.5M $ | 0.47 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 108,358 | 9.2M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 104,718 | 6.7M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| Small Cap Dynamic Growth Fund John Hancock Funds II | 103,855 | 8.7M $ | 1.66 % | as of May 31, 2026 ↗ |
| Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) | 100,900 | 8.6M $ | 0.47 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 92,243 | 7.9M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 91,700 | 7.7M $ | 0.32 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 90,312 | 7.6M $ | 0.01 % | as of May 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 90,263 | 7.7M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Infrastructure ETF iShares Trust | 86,683 | 7.4M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Driehaus Small Cap Growth Fund Driehaus Mutual Funds | 86,331 | 7.4M $ | 0.46 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 84,178 | 5.4M $ | 0.65 % | as of Jul 31, 2026 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 83,779 | 7.1M $ | 2.13 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 80,326 | 6.8M $ | 0.32 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 80,113 | 6.7M $ | 0.52 % | as of May 31, 2026 ↗ |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 76,204 | 4.9M $ | 1.59 % | as of Jul 31, 2026 ↗ |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 76,100 | 6.5M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 76,094 | 4.9M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 73,371 | 6.1M $ | 0.01 % | as of May 31, 2026 ↗ |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 69,368 | 4.4M $ | 0.87 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 68,055 | 5.8M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 67,607 | 5.8M $ | 0.61 % | as of Jun 30, 2026 ↗ |
| Needham Aggressive Growth Fund Needham Funds Inc | 67,500 | 5.8M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 65,036 | 4.2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 63,835 | 5.4M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 63,753 | 5.4M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| Meridian Growth Fund Meridian Fund Inc | 63,710 | 5.4M $ | 1.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 55,072 | 4.7M $ | 0.30 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 52,439 | 4.5M $ | 0.43 % | as of Jun 30, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 51,007 | 4.3M $ | 0.96 % | as of Jun 30, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 48,895 | 4.1M $ | 1.25 % | as of May 31, 2026 ↗ |
| Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I | 48,575 | 4.1M $ | 0.48 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 45,271 | 3.9M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 42,000 | 2.7M $ | 0.38 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 41,400 | 3.5M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 41,187 | 3.4M $ | 0.01 % | as of May 31, 2026 ↗ |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 39,672 | 3.4M $ | 1.30 % | as of Jun 30, 2026 ↗ |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 39,417 | 3.4M $ | 1.36 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 37,530 | 3.1M $ | 0.42 % | as of May 31, 2026 ↗ |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 37,378 | 3.2M $ | 0.90 % | as of Jun 30, 2026 ↗ |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 36,503 | 3.1M $ | 0.99 % | as of Jun 30, 2026 ↗ |
| Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST | 35,976 | 2.3M $ | 1.08 % | as of Jul 31, 2026 ↗ |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 35,318 | 3M $ | 0.85 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 34,840 | 3M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Meridian Small Cap Growth Fund Meridian Fund Inc | 32,377 | 2.8M $ | 1.01 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 32,160 | 2.1M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 30,836 | 2.6M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 30,700 | 2M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST | 30,073 | 1.9M $ | 0.71 % | as of Jul 31, 2026 ↗ |
| AMG GW&K Small Cap Growth Fund AMG Funds IV | 29,884 | 1.9M $ | 0.94 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 29,858 | 1.9M $ | 0.53 % | as of Jul 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 29,766 | 2.5M $ | 0.97 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 29,706 | 2.5M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 29,626 | 2.5M $ | 0.13 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 29,586 | 2.5M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 29,524 | 2.5M $ | 0.06 % | as of May 31, 2026 ↗ |
| Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS | 29,243 | 2.5M $ | 1.37 % | as of Jun 30, 2026 ↗ |
| Royce Smaller-Companies Growth Fund ROYCE FUND | 29,000 | 2.5M $ | 1.04 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 28,792 | 1.8M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 28,208 | 2.4M $ | 1.08 % | as of Jun 30, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| BNP Paribas Funds Clean Energy Solutions BNP Paribas Asset Management Luxembourg | 3.77 % | as of Dec 31, 2025 ↗ |
| BNP Paribas Funds Environmental Solutions BNP Paribas Asset Management Luxembourg | 2.55 % | as of Dec 31, 2025 ↗ |
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 | |
|---|---|---|
| BNP Paribas Funds Clean Energy Solutions BNP Paribas Asset Management Luxembourg | 3.77 % | as of Dec 31, 2025 ↗ |
| Janus Henderson Transformational Growth ETF Janus Detroit Street Trust | 2.70 % | as of Jul 31, 2026 ↗ |
| AdvisorShares HVAC and Industrials ETF AdvisorShares Trust | 2.59 % | as of Jun 30, 2026 ↗ |
| BNP Paribas Funds Environmental Solutions BNP Paribas Asset Management Luxembourg | 2.55 % | as of Dec 31, 2025 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 2.13 % | as of Jun 30, 2026 ↗ |
| Focused Growth Portfolio PACIFIC SELECT FUND | 2.01 % | as of Jun 30, 2026 ↗ |
| Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust | 1.83 % | as of May 31, 2026 ↗ |
| Janus Henderson Venture Fund Janus Investment Fund | 1.73 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Triton Fund Janus Investment Fund | 1.70 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 1.70 % | 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 | 265 | +34 | 25,678,826 | +6.5 % |
| 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 | 46.90 % | 50,647,086 | as of Jun 30, 2026 · SCHEDULE 13G |
| BlackRock, Inc. | 5.60 % | 4,266,143 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Legence Corp". https://titelia.com/en/stocks/legence-corp-US52476L1098