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 | |
|---|---|---|---|---|
| Global X Russell 2000 ETF GLOBAL X FUNDS | 28,140 | 1.8M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 28,132 | 2.4M $ | 0.01 % | as of May 31, 2026 ↗ |
| Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | 27,333 | 2.3M $ | 1.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 27,295 | 2.3M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 27,132 | 2.3M $ | 0.14 % | as of May 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 27,116 | 2.3M $ | 0.82 % | as of May 31, 2026 ↗ |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 26,347 | 2.2M $ | 0.40 % | as of Jun 30, 2026 ↗ |
| ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 25,600 | 2.2M $ | 0.47 % | as of Jun 30, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 25,350 | 2.2M $ | 0.68 % | as of Jun 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 24,289 | 1.6M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Thrivent Mid Cap Value ETF Thrivent ETF Trust | 23,966 | 2M $ | 0.69 % | as of Jun 30, 2026 ↗ |
| Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust | 23,627 | 2M $ | 1.83 % | as of May 31, 2026 ↗ |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 23,160 | 1.5M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| SFT Nomura Small Cap Growth Fund Securian Funds Trust | 23,151 | 2M $ | 1.02 % | as of Jun 30, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 23,140 | 1.9M $ | 0.24 % | as of May 31, 2026 ↗ |
| MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 22,974 | 2M $ | 0.67 % | as of Jun 30, 2026 ↗ |
| ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 21,587 | 1.4M $ | 0.68 % | as of Jul 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 21,159 | 1.8M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 21,110 | 1.8M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 21,000 | 1.8M $ | 0.00 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 20,443 | 1.7M $ | 0.13 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 19,956 | 1.7M $ | 0.02 % | as of May 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 19,900 | 1.7M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 19,818 | 1.3M $ | 0.53 % | as of Jul 31, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 19,763 | 1.7M $ | 1.70 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 19,596 | 1.3M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 19,432 | 1.7M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 18,856 | 1.6M $ | 0.51 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 18,718 | 1.6M $ | 0.72 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 18,430 | 1.6M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 18,416 | 1.6M $ | 0.50 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 17,879 | 1.5M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 17,826 | 1.1M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 17,726 | 1.1M $ | 0.44 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 17,520 | 1.5M $ | 0.12 % | as of May 31, 2026 ↗ |
| Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 17,115 | 1.5M $ | 0.66 % | as of Jun 30, 2026 ↗ |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 16,800 | 1.4M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 16,530 | 1.4M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 15,020 | 1.3M $ | 1.02 % | as of Jun 30, 2026 ↗ |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 13,850 | 1.2M $ | 1.06 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 13,657 | 1.2M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 13,260 | 847.7K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Allspring Special Global Small Cap Fund ALLSPRING FUNDS TRUST | 13,239 | 846.4K $ | 0.75 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 12,763 | 1.1M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 12,320 | 1.1M $ | 1.22 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 12,098 | 773.4K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 12,046 | 1M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 11,741 | 1M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 11,696 | 996.9K $ | 0.25 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 11,607 | 742K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 11,467 | 977.3K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 11,457 | 732.4K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Franklin DynaTech VIP Fund Franklin Templeton Variable Insurance Products Trust | 11,404 | 972K $ | 0.48 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Transformational Growth ETF Janus Detroit Street Trust | 11,253 | 719.4K $ | 2.70 % | as of Jul 31, 2026 ↗ |
| Developing Growth Portfolio LORD ABBETT SERIES FUND INC | 11,230 | 957.1K $ | 1.20 % | as of Jun 30, 2026 ↗ |
| Franklin Intelligent Machines ETF Franklin Templeton ETF Trust | 10,997 | 937.3K $ | 0.80 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 10,191 | 651.5K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,115 | 847K $ | 0.44 % | as of May 31, 2026 ↗ |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 9,860 | 840.4K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 9,756 | 831.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Putnam VT Small Cap Growth Fund Putnam Variable Trust | 9,520 | 811.4K $ | 1.56 % | as of Jun 30, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 9,415 | 802.4K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 9,168 | 781.4K $ | 1.36 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 9,120 | 777.3K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 9,000 | 767.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,863 | 755.4K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 8,659 | 738K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 8,420 | 538.3K $ | 0.67 % | as of Jul 31, 2026 ↗ |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 8,172 | 696.5K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 7,974 | 509.8K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 7,757 | 661.1K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 7,635 | 650.7K $ | 0.37 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,500 | 628.1K $ | 0.05 % | as of May 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 7,118 | 606.7K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 6,969 | 594K $ | 0.37 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 6,960 | 445K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 6,710 | 571.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 6,646 | 424.9K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 6,604 | 562.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 6,376 | 533.9K $ | 0.05 % | as of May 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,333 | 539.8K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 6,172 | 394.6K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC | 6,016 | 512.7K $ | 1.35 % | as of Jun 30, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 5,880 | 501.2K $ | 0.09 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 5,334 | 454.6K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 5,208 | 443.9K $ | 0.29 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 5,165 | 330.2K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| AdvisorShares HVAC and Industrials ETF AdvisorShares Trust | 4,976 | 424.1K $ | 2.59 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,694 | 400.1K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| THRIVENT MID CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 4,691 | 399.8K $ | 0.70 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon Industrials Sector Fund JNL Series Trust | 4,387 | 373.9K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,281 | 358.5K $ | 0.01 % | as of May 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 4,100 | 349.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 3,986 | 339.7K $ | 0.37 % | as of Jun 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,916 | 333.8K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 3,883 | 330.9K $ | 0.38 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 3,872 | 247.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 3,696 | 236.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 3,686 | 314.2K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,292 | 275.7K $ | 0.04 % | as of May 31, 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