Legence Corp. 13F holders
267 funds reported a position in Legence Corp. in their 13F for the quarter ended 30 June 2026, together 85.4 million shares worth $7.24 billion. Against the quarter before, 87 opened a position, 101 added, 58 trimmed and 21 sold out; together they bought a net 14.0 million shares. The largest holders: Blackstone Inc., BlackRock, Inc. and Jupiter Topco LLC.
Funds holding267+70 on Q1 2026
Shares they held85.4Mworth $7.24 billion
Net bought on the quarter14.0M sharesabout $1.19 billion at the funds' values
Funds buying to selling188 to 79opened or added, to cut or sold
Opened 87Added 101Held 19Trimmed 58Sold out 21
What each fund did in LGN against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in LGN in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 27 reported a position in Legence Corp.: 12 opened one, 9 added, 3 trimmed and 8 sold out, a net 86,408 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 9 reported a position in Legence Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 1.6 million shares worth $132.6 million, 0.0% of its reported book. New this quarter: Alyeska. In the quarter, 6 funds added or opened a position and 2 trimmed or sold out; together they bought a net 1.7 million shares, about $147.7 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 1,555,495 | $132.6 million | 0.0% | +659,542 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 1,478,072 | $126.0 million | 0.1% | +1,410,097 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 1,180,400 | $100.6 million | 0.1% | +600,700 | added | 30 June 2026 | 13F |
| FMR LLC | 974,787 | $83.1 million | 0.0% | -1,983,572 | trimmed | 30 June 2026 | 13F |
| Alyeska | 724,393 | $61.7 million | 0.2% | +724,393 | new | 30 June 2026 | 13F |
| Soros Fund Management | 328,000 | $28.0 million | 0.5% | +195,346 | added | 30 June 2026 | 13F |
| Millennium Management | 231,670 | $19.7 million | 0.0% | +204,788 | added | 30 June 2026 | 13F |
| Norges Bank | 127,514 | $10.9 million | 0.0% | held | 30 June 2026 | 13F | |
| Citadel Advisors | 9,798 | $835,084 | 0.0% | -78,517 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
Read more
Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Blackstone Inc. | 19,475,952 | 22.81% | $1.66 billion | 4.54% | -5,865,413 | 13F |
| BlackRock, Inc. | 4,523,195 | 5.30% | $385.5 million | 0.01% | +1,876,001 | 13F |
| Jupiter Topco LLC | 2,882,048 | 3.38% | $245.6 million | 0.10% | first 13F | 13F |
| Franklin Resources Inc. | 2,870,439 | 3.36% | $244.6 million | 0.05% | +558,173 | 13F |
| Vanguard Portfolio Management LLC | 2,564,791 | 3.00% | $218.6 million | 0.01% | +1,097,928 | 13F |
| Healthcare of Ontario Pension Plan Trust Fund | 2,539,939 | 2.97% | $216.5 million | 0.31% | +1,884,939 | 13F |
| Vanguard Capital Management LLC | 2,495,846 | 2.92% | $212.7 million | 0.01% | +981,172 | 13F |
| First Trust Advisors LP | 1,881,424 | 2.20% | $160.4 million | 0.09% | +1,735,066 | 13F |
| Geode Capital Management, LLC | 1,555,495 | 1.82% | $132.6 million | 0.01% | +659,542 | 13F |
| Forest Avenue Capital Management LP | 1,546,512 | 1.81% | $131.8 million | 5.54% | new | 13F |
| Two Sigma Investments, LP | 1,478,072 | 1.73% | $126.0 million | 0.10% | +1,410,097 | 13F |
| Westfield Capital Management Co. LP | 1,341,963 | 1.57% | $114.4 million | 0.37% | -519,690 | 13F |
| Invesco Ltd. | 1,300,349 | 1.52% | $110.8 million | 0.01% | +1,274,382 | 13F |
| State Street Corp. | 1,296,500 | 1.52% | $110.5 million | 0.00% | +474,482 | 13F |
| Renaissance Technologies LLC | 1,180,400 | 1.38% | $100.6 million | 0.14% | +600,700 | 13F |
| Massachusetts Financial Services Co. | 1,045,881 | 1.22% | $89.1 million | 0.03% | -911,399 | 13F |
| FMR LLC | 974,787 | 1.14% | $83.1 million | 0.00% | -1,983,572 | 13F |
| Goldman Sachs Group Inc. | 914,813 | 1.07% | $78.0 million | 0.01% | +794,006 | 13F |
| BNP Paribas Asset Management Holding S.A. | 864,097 | 1.01% | $73.6 million | 0.07% | -350,726 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 859,907 | 1.01% | $73.3 million | 0.09% | +75,254 | 13F |
| Merewether Investment Management, LP | 852,658 | 1.00% | $72.7 million | 1.37% | +126,322 | 13F |
| UBS Group AG | 787,489 | 0.92% | $67.1 million | 0.01% | +481,791 | 13F |
| Munro Partners | 779,617 | 0.91% | $66.4 million | 1.51% | +31,785 | 13F |
| Bank of America Corp. | 777,550 | 0.91% | $66.3 million | 0.00% | +97,333 | 13F |
| Loomis Sayles & Co. L P | 732,152 | 0.86% | $62.4 million | 0.08% | -168,505 | 13F |
| Alyeska Investment Group, L.P. | 724,393 | 0.85% | $61.7 million | 0.16% | new | 13F |
| Clearbridge Investments, LLC | 718,840 | 0.84% | $61.3 million | 0.05% | +317,206 | 13F |
| JPMorgan Chase & Co. | 735,740 | 0.86% | $59.5 million | 0.00% | +223,138 | 13F |
| Value Aligned Research Advisors, LLC | 692,150 | 0.81% | $59.0 million | 0.35% | +384,009 | 13F |
| AllianceBernstein L.P. | 1,043,580 | 1.22% | $58.9 million | 0.02% | +1,004,716 | 13F |
| Federated Hermes, Inc. | 671,675 | 0.79% | $57.2 million | 0.08% | -65,196 | 13F |
| Jacobs Levy Equity Management, Inc. | 658,709 | 0.77% | $56.1 million | 0.20% | new | 13F |
| Emerald Advisers, LLC | 653,788 | 0.77% | $55.7 million | 1.31% | new | 13F |
| Lord, Abbett & Co. LLC | 635,305 | 0.74% | $54.1 million | 0.16% | +61,436 | 13F |
| Yaupon Capital Management LP | 627,256 | 0.73% | $53.5 million | 1.78% | new | 13F |
| Seven Grand Managers, LLC | 600,000 | 0.70% | $51.1 million | 2.06% | no change | 13F |
| Ameriprise Financial Inc. | 592,378 | 0.69% | $50.5 million | 0.01% | +366,426 | 13F |
| GW&K Investment Management, LLC | 590,365 | 0.69% | $50.3 million | 0.39% | -12,768 | 13F |
| Allspring Global Investments Holdings, LLC | 596,284 | 0.70% | $47.7 million | 0.07% | +420,033 | 13F |
| Nomura Asset Management International Inc. | 555,024 | 0.65% | $47.3 million | 0.07% | new | 13F |
| Nuveen, LLC | 526,650 | 0.62% | $44.9 million | 0.01% | +284,920 | 13F |
| CI Investments Inc. | 508,613 | 0.60% | $43.3 million | 0.14% | -58,479 | 13F |
| Conestoga Capital Advisors, LLC | 506,578 | 0.59% | $43.2 million | 0.94% | +90,718 | 13F |
| BNP Paribas Financial Markets | 505,406 | 0.59% | $43.1 million | 0.02% | +321,100 | 13F |
| Ghisallo Capital Management LLC | 500,000 | 0.59% | $42.6 million | 1.01% | no change | 13F |
| Northern Trust Corp. | 491,856 | 0.58% | $41.9 million | 0.01% | +194,702 | 13F |
| Bamco Inc. | 475,469 | 0.56% | $40.5 million | 0.06% | -770,213 | 13F |
| Charles Schwab Investment Management Inc. | 467,577 | 0.55% | $39.9 million | 0.01% | +177,885 | 13F |
| Morgan Stanley | 435,506 | 0.51% | $37.1 million | 0.00% | +135,974 | 13F |
| Emerald Mutual Fund Advisers Trust | 425,628 | 0.50% | $36.3 million | 1.27% | new | 13F |
The 50 largest of the 267 funds that reported a position in LGN in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read more
Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on LGN
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 250,500 | $21.4 million | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 75,700 | $6.5 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read more
They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 7 August 2026 | 13G/A | Legence Parent ML LLC and 31 others | 50.6 million | 46.9% | 30 June 2026 | passive, other (13d-1(d)) | EDGAR |
| 29 July 2026 | 13G | BlackRock, Inc. and 1 other | 4.3 million | 5.6% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 May 2026 | 13G/A | FMR LLC and 3 others | 3.0 million | 4.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 1 May 2026 | 13G/A | Legence Parent ML LLC and 31 others | 66.0 million | 61.1% | 31 March 2026 | passive, other (13d-1(d)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | Legence Parent ML LLC and 31 others | 67.3 million | 67.2% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 5 February 2026 | 13G/A | FMR LLC and 3 others | 4.0 million | 6.8% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 30 January 2026 | 13G | The Vanguard Group and 1 other | 3.2 million | 5.5% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read more
Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 29 September 2026 | 58 | $53.41 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.