| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| LEGENCE PARENT LLC | 72% | $2,332,431,059 | 75,703,702 | BCP 8/BEP 3 Holdings Manager L.L.C. | 30 Sep 2025 | |||
| FMR LLC | 11% | 6,545,917 | FMR LLC | 30 Sep 2025 |
As of 30 Sep 2025, 95 institutional investors reported holding 61,632,528 shares of Legence Corp. - Class A common stock, par value $0.01 per share (LGN). This represents 59% of the company’s total 105,144,031 outstanding shares.
The largest institutional shareholders of Legence Corp. - Class A common stock, par value $0.01 per share (LGN) together control 53% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Blackstone Inc. | 28% | 29,022,940 | 3.8% | $894,196,781 | |
| FMR LLC | 6.2% | 6,545,917 | 0.01% | $201,679,703 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.3% | 2,383,547 | 0.02% | $73,437,083 | |
| JANUS HENDERSON GROUP PLC | 1.8% | 1,927,182 | 0.03% | $59,341,477 | |
| VANGUARD GROUP INC | 1.7% | 1,812,388 | 0% | $55,839,674 | |
| FRANKLIN RESOURCES INC | 1.3% | 1,406,628 | 0.01% | $43,338,209 | |
| ALLIANCEBERNSTEIN L.P. | 1.3% | 1,393,186 | 0.01% | $42,924,061 | |
| BAMCO INC /NY/ | 1.3% | 1,392,531 | 0.11% | $42,903,880 | |
| Merewether Investment Management, LP | 1.2% | 1,306,852 | 0.96% | $40,264,110 | |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1% | 1,054,607 | 0.08% | $32,492,000 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1% | 1,047,148 | 0.05% | $32,262,630 | |
| TimesSquare Capital Management, LLC | 0.6% | 633,642 | 0.28% | $19,522,510 | |
| Yaupon Capital Management LP | 0.59% | 625,000 | 0.99% | $19,256,250 | |
| Zimmer Partners, LP | 0.57% | 600,000 | 0.45% | $18,486,000 | |
| ArrowMark Colorado Holdings LLC | 0.57% | 600,000 | 0.34% | $18,486,000 | |
| Allspring Global Investments Holdings, LLC | 0.51% | 535,436 | 0.03% | $16,951,904 | |
| LORD, ABBETT & CO. LLC | 0.5% | 521,361 | 0.05% | $16,063,000 | |
| LOOMIS SAYLES & CO L P | 0.47% | 499,376 | 0.02% | $15,385,774 | |
| FEDERATED HERMES, INC. | 0.43% | 450,000 | 0.02% | $13,864,500 | |
| Point72 Asset Management, L.P. | 0.4% | 425,600 | 0.03% | $13,112,736 | |
| SEVEN GRAND MANAGERS, LLC | 0.38% | 400,000 | 1% | $12,324,000 | |
| Clearbridge Investments, LLC | 0.38% | 400,000 | 0.01% | $12,324,000 | |
| JANE STREET GROUP, LLC | 0.3% | 313,257 | 0.01% | $9,651,448 | |
| Alberta Investment Management Corp | 0.29% | 300,000 | 0.09% | $9,243,000 | |
| MILLENNIUM MANAGEMENT LLC | 0.26% | 277,893 | 0.01% | $8,561,883 |