FPS: Forgent Power Solutions, Inc. insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | New 13G stake | Coatue Management, L.L.C. | 7.50% | SEC | |
| 2026-08-13 | 13G amendment | Neos Partners, LP | 51.50% | SEC |
Institutional ownership (Q2 2026)
371 institutions reported holding $9.33B of Forgent Power Solutions, Inc. on Form 13F (214 the quarter before). 207 opened a new position and 52 sold out. Shares held by institutions: +45%.
| Largest holders | Shares | Value |
|---|---|---|
| COATUE MANAGEMENT LLC | 20,501,387 | $1.15B |
| FMR LLC | 10,508,562 | $587.01M |
| Jupiter Topco LLC | 8,457,260 | $472.45M |
| Invesco Ltd. | 7,144,743 | $399.11M |
| BlackRock, Inc. | 6,666,695 | $372.40M |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,685,919 | $317.62M |
| UBS Group AG | 5,641,827 | $315.15M |
| FRANKLIN RESOURCES INC | 5,155,338 | $287.98M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,884,628 | $272.86M |
| Jericho Capital Asset Management L.P. | 4,429,000 | $247.40M |
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