Forgent Power Solutions, Inc. (FPS) — Institutional Holders, Q2 2026 (page 3)

370 institutional investment managers reported a FPS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

FPS 13F holders ranked 201–300 of 370

Institutional investors reporting a position in Forgent Power Solutions, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
PINNBROOK CAPITAL MANAGEMENT#201 · 26,900 sh$1.5MNew
D.A. DAVIDSON#202 · 26,615 sh$1.5MNew
CAPTRUST FINANCIAL ADVISORS#203 · 25,793 sh$1.4M+156.6%
Trek Financial#204 · 25,030 sh$1.4MNew
Bank Julius Baer & Ltd, Zurich#205 · 24,685 sh$1.4MNew
Galaxy Digital Capital Management GP#206 · 24,130 sh$1.3MNew
JONES FINANCIAL COMPANIES LLLP#207 · 24,388 sh$1.3M+48.5%
Symmetry Investments#208 · 23,800 sh$1.3M-57.5%
Caitong International Asset Management , Ltd#209 · 23,684 sh$1.3M-66.7%
ACADIAN ASSET MANAGEMENT#210 · 23,534 sh$1.3MNew
Pekin Hardy Strauss#211 · 23,025 sh$1.3MNew
WORLDQUANT MILLENNIUM ADVISORS#212 · 22,958 sh$1.3MNew
NATIXIS ADVISORS#213 · 21,576 sh$1.2M+36.9%
Diametric Capital#214 · 21,500 sh$1.2M-85.1%
XPONANCE#215 · 20,908 sh$1.2MNew
Longaeva Partners L.P.#216 · 20,877 sh$1.2M-82.4%
IVC Wealth Advisors#217 · 20,464 sh$1.1MNew
STIFEL FINANCIAL#218 · 20,145 sh$1.1MNew
CITIGROUP#219 · 19,216 sh$1.1M-29.9%
MCF Advisors#220 · 17,905 sh$1.0M+5548.3%
Maven Securities LTD#221 · 17,655 sh$986.2K-93.6%
Yorktown Management & Research#222 · 17,200 sh$960.8KNew
Quantbot Technologies#223 · 17,164 sh$958.8K+8702.1%
Caption Management#224 · 17,000 sh$949.6KNew
Integrated Wealth Concepts#225 · 16,527 sh$923.2KNew
OPPENHEIMER#226 · 15,685 sh$876.2KNew
Dockside#227 · 15,564 sh$869.4KNew
MANUFACTURERS LIFE INSURANCE COMPANY, THE#228 · 15,143 sh$845.9KNew
Mosaic Advisors#229 · 15,000 sh$837.9K0.0%
US BANCORP \DE\#230 · 14,403 sh$804.6K+99.2%
Sanctuary Advisors#231 · 14,392 sh$803.9K+18.5%
OPPENHEIMER ASSET MANAGEMENT#232 · 14,257 sh$796.4KNew
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#233 · 14,131 sh$789.0KNew
Vestmark Advisory Solutions#234 · 13,708 sh$765.7K-14.8%
Concentric Capital Strategies#235 · 13,222 sh$738.6K-33.6%
READYSTATE ASSET MANAGEMENT#236 · 13,070 sh$730.1K-84.6%
SIMPLEX TRADING#237 · 12,933 sh$722.4KNew
Summit Financial#238 · 12,322 sh$688.3KNew
Round Rock Advisors#239 · 12,184 sh$680.6K+1.0%
Bannerstone Capital Management#240 · 11,094 sh$619.7KNew
Wellington Shields Capital Management#241 · 11,050 sh$617.3KNew
TEACHER RETIREMENT SYSTEM OF TEXAS#242 · 10,954 sh$611.9K-75.7%
PARK AVENUE SECURITIES#243 · 10,946 sh$611.0KNew
CREATIVE FINANCIAL DESIGNS#244 · 10,728 sh$599.3KNew
WEALTH ENHANCEMENT ADVISORY SERVICES#245 · 12,481 sh$571.0KNew
OMERS ADMINISTRATION#246 · 10,200 sh$569.8K+41.7%
AMALGAMATED BANK#247 · 10,169 sh$568.0KNew
PNC FINANCIAL SERVICES GROUP#248 · 9,306 sh$519.8KNew
Snowden Capital Advisors#249 · 9,265 sh$517.5KNew
TRUIST FINANCIAL#250 · 8,985 sh$501.9KNew
Swiss Life Asset Management Ltd#251 · 8,637 sh$482.5KNew
Oasis Management Ltd.#252 · 8,100 sh$452.5KNew
OneDigital Investment Advisors#253 · 8,000 sh$446.9K0.0%
CONNABLE OFFICE#254 · 8,000 sh$446.9K0.0%
EntryPoint Capital#255 · 7,964 sh$444.9KNew
Cresset Asset Management#256 · 7,783 sh$434.8KNew
MML INVESTORS SERVICES#257 · 7,624 sh$425.9KNew
Concurrent Investment Advisors#258 · 7,352 sh$410.7KNew
LEAVELL INVESTMENT MANAGEMENT#259 · 7,255 sh$405.3KNew
SG Americas Securities#260 · 7,252 sh$405.0KNew
CIBC Asset Management#261 · 7,216 sh$403.1KNew
Vident Advisory#262 · 7,209 sh$402.7KNew
DV Trading#263 · 7,104 sh$396.8KNew
MetLife Investment Management#264 · 7,103 sh$396.8KNew
Spectrum Asset Management, (NB/CA)#265 · 6,925 sh$386.8KNew
Maryland State Retirement & Pension System#266 · 6,730 sh$375.9KNew
Utah Retirement Systems#267 · 6,666 sh$372.4KNew
NewEdge Advisors#268 · 6,646 sh$371.2KNew
OSAIC#269 · 6,631 sh$370.4K+580.8%
Baird Financial Group#270 · 6,624 sh$370.0K-43.9%
STEPHENS#271 · 6,544 sh$365.5KNew
Foundations Investment Advisors#272 · 6,513 sh$363.8K-24.5%
Mitsubishi UFJ & Banking#273 · 6,477 sh$361.8KNew
LEVEL FOUR ADVISORY SERVICES#274 · 6,460 sh$360.9KNew
Kopp Family Office#275 · 6,104 sh$341.0KNew
MANE GLOBAL CAPITAL MANAGEMENT#276 · 6,000 sh$335.2K-62.1%
RiverPark Advisors#277 · 5,886 sh$328.8K+57.6%
MONETA GROUP INVESTMENT ADVISORS#278 · 5,724 sh$319.7KNew
Walser Wealth Management Company, A Ltd Liability#279 · 5,488 sh$306.6K-36.3%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#280 · 5,315 sh$296.9KNew
NATIONAL BANK OF CANADA#281 · 5,197 sh$290.3KNew
SummitTX Capital, L.P.#282 · 5,182 sh$289.5KNew
Cerity Partners#283 · 5,333 sh$286.8K-28.5%
HighTower Advisors#284 · 5,020 sh$280.4KNew
SCOGGIN MANAGEMENT#285 · 5,000 sh$279.3KNew
DARA CAPITAL US#286 · 4,824 sh$269.5KNew
Federation des caisses Desjardins du Quebec#287 · 4,552 sh$254.3KNew
Private Advisor Group#288 · 4,375 sh$244.4KNew
Savant Capital#289 · 4,514 sh$243.7KNew
ASSETMARK#290 · 4,358 sh$243.4K-1.4%
PRELUDE CAPITAL MANAGEMENT#291 · 4,275 sh$238.8K-81.0%
Motley Fool Asset Management#292 · 4,264 sh$238.2KNew
Secure Asset Management#293 · 4,236 sh$236.6KNew
PRAXIS INVESTMENT MANAGEMENT#294 · 4,233 sh$236.0KNew
SOROS CAPITAL MANAGEMENT#295 · 4,156 sh$232.2KNew
KBC Group NV#296 · 4,105 sh$229.0KNew
Waterloo Capital, L.P.#297 · 4,085 sh$228.2KNew
ARMSTRONG ADVISORY GROUP#298 · 4,084 sh$228.1KNew
Itau Unibanco Holding S.A.#299 · 4,000 sh$223.4KNew
Leonteq Securities AG#300 · 4,000 sh$223.4KNew

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.