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 | |
|---|---|---|---|---|
| JPMorgan Diversified Fund JPMorgan Trust I | 1,363 | 77K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,237 | 69.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,034 | 58.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,000 | 56.5K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 988 | 85.9K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 938 | 53K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 879 | 49.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 873 | 50.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 824 | 71.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 800 | 45.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 770 | 67K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 745 | 42.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 741 | 64.4K $ | 0.35 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 722 | 62.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 686 | 38.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 669 | 37.8K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 576 | 50.1K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 518 | 29.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 325 | 28.3K $ | 0.18 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 207 | 12K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 184 | 10.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 177 | 10K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 150 | 13K $ | 0.17 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 126 | 7.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 95 | 5.4K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 93 | 8.1K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 85 | 4.8K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 51 | 2.9K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 38 | 2.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 12 | 696.6 $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 10 | 564.6 $ | 0.02 % | 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