Forgent Power Solutions, Inc. (FPS) — Institutional Holders, Q2 2026 (page 4)

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 301 to 370. 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 301–370 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
Penserra Capital Management#301 · 3,980 sh$222.0KNew
MONECO Advisors#302 · 3,960 sh$221.2KNew
Bay Colony Advisory Group, d/b/a Bay Colony Advisors#303 · 3,900 sh$217.9KNew
North Dakota State Investment Board#304 · 3,763 sh$210.2KNew
Apollon Wealth Management#305 · 3,595 sh$200.8KNew
Nykredit A/S#306 · 3,473 sh$194.0K—
STRS OHIO#307 · 3,163 sh$176.7KNew
PENSION & WEALTH MANAGEMENT ADVISORS#308 · 2,604 sh$145.5K-36.0%
Clear Street Group#309 · 2,496 sh$139.4KNew
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#310 · 2,477 sh$138.4KNew
State of Wyoming#311 · 2,460 sh$137.4KNew
Walleye Trading#312 · 1,878 sh$104.9KNew
Allworth Financial#313 · 1,545 sh$86.3K+275.0%
Persistent Asset Partners Ltd#314 · 1,322 sh$73.8KNew
Medallion Wealth Advisors#315 · 1,284 sh$70.8KNew
Wellington Shields#316 · 1,200 sh$67.0KNew
Global Retirement Partners#317 · 1,042 sh$58.2K—
HOLLENCREST SECURITIES#318 · 1,000 sh$55.9K0.0%
Lodestone Wealth Management#319 · 866 sh$48.4KNew
IFP Advisors#320 · 865 sh$48.3K+15.3%
Sterling Capital Management#321 · 843 sh$47.1KNew
Strategic Investment Solutions#322 · 800 sh$44.7K0.0%
Hilltop National Bank#323 · 729 sh$40.7KNew
Triumph Capital Management#324 · 700 sh$39.1K0.0%
CoreCap Advisors#325 · 700 sh$39.1KNew
LOS ANGELES CAPITAL MANAGEMENT#326 · 603 sh$33.7KNew
SBI Securities , Ltd.#327 · 579 sh$32.3K+280.9%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT#328 · 545 sh$30.4K+1297.4%
Silvant Capital Management#329 · 532 sh$29.7KNew
WOLFF WIESE MAGANA#330 · 500 sh$27.9KNew
NISA INVESTMENT ADVISORS#331 · 336 sh$18.8KNew
Tradewinds Capital Management#332 · 334 sh$18.7K+94.2%
HARBOUR INVESTMENTS#333 · 305 sh$17.0KNew
GILPIN WEALTH MANAGEMENT#334 · 300 sh$16.8K+200.0%
Clearstead Advisors#335 · 277 sh$15.5KNew
Crewe Advisors#336 · 267 sh$14.9KNew
Rakuten Securities#337 · 256 sh$14.3KNew
Tower Research Capital (TRC)#338 · 251 sh$14.0KNew
TOTH FINANCIAL ADVISORY#339 · 250 sh$14.0KNew
Steward Partners Investment Advisory#340 · 246 sh$13.7K+256.5%
WPG Advisers#341 · 221 sh$12.3KNew
Anchor Investment Management#342 · 200 sh$11.2KNew
Keating Financial Advisory Services#343 · 157 sh$8.8KNew
SIGNATUREFD#344 · 130 sh$7.3KNew
BROWN, LISLE/CUMMINGS#345 · 125 sh$7.0KNew
GHP Investment Advisors#346 · 110 sh$6.1KNew
Farther Finance Advisors#347 · 105 sh$5.9KNew
GAMMA Investing#348 · 92 sh$5.1K+607.7%
Dogwood Wealth Management#349 · 72 sh$4.0KNew
SHP Wealth Management#350 · 65 sh$3.6KNew
GILL CAPITAL PARTNERS#351 · 60 sh$3.4KNew
HUNTINGTON NATIONAL BANK#352 · 57 sh$3.2K+72.7%
SRS Capital Advisors#353 · 50 sh$2.8KNew
ROTHSCHILD INVESTMENT#354 · 50 sh$2.8K0.0%
Cromwell#355 · 32 sh$1.8KNew
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#356 · 35 sh$1.7KNew
MassMutual Private Wealth & , FSB#357 · 22 sh$1.2KNew
Quarry#358 · 21 sh$1.2KNew
Union Bankshares#359 · 20 sh$1.1KNew
Transamerica Financial Advisors#360 · 19 sh$1.1KNew
Larson Financial Group#361 · 19 sh$1.1KNew
PROATHLETE WEALTH MANAGEMENT#362 · 16 sh$893.00New
RAFFA WEALTH MANAGEMENT#363 · 15 sh$838.00New
Bell Investment Advisors#364 · 11 sh$615.00New
Manchester Capital Management#365 · 5 sh$280.00New
Cornerstone Planning Group#366 · 2 sh$78.00New
NOMURA ASSET MANAGEMENT LTD#367 · 0 sh$0.00New
FNY Investment Advisers#368 · 1 sh$0.00New
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#369 · 163,746 sh—New
VESTOR CAPITAL#370 · 2,375 sh—New

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.