DaveManuel.com · Institutional Ownership · Who Owns It
LEGENCE CORP (LGN)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
268
Reporting holders
$7.3B
Reported value
0.3%
Calls
0.4%
Puts
+69
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Blackstone Inc. | $1.7B | 19,475,952 | 4.26% | 4q | -23.1%-$499.9M |
| BlackRock, Inc. | $385.5M | 4,523,195 | 0.01% | 4q | +70.9%+$159.9M |
| Jupiter Topco LLC | $245.6M | 2,882,048 | 0.10% | new | FIRST |
| FRANKLIN RESOURCES INC | $244.6M | 2,870,439 | 0.05% | 4q | +24.1%+$47.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $218.6M | 2,564,791 | 0.01% | 2q | +74.8%+$93.6M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $216.5M | 2,539,939 | 0.30% | 4q | +287.8%+$160.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $212.7M | 2,495,846 | 0.00% | 2q | +64.8%+$83.6M |
| FIRST TRUST ADVISORS LP | $160.4M | 1,881,424 | 0.09% | 3q | +1185.5%+$147.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $132.6M | 1,555,495 | 0.01% | 4q | +73.6%+$56.2M |
| Forest Avenue Capital Management LP | $131.8M | 1,546,512 | 5.54% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $126.0M | 1,478,072 | 0.09% | 4q | +2074.4%+$120.2M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $114.4M | 1,341,963 | 0.37% | 3q | -27.9%-$44.3M |
| Invesco Ltd. | $110.8M | 1,300,349 | 0.01% | 3q | +4907.7%+$108.6M |
| STATE STREET CORP | $110.5M | 1,296,500 | 0.00% | 3q | +57.7%+$40.4M |
| RENAISSANCE TECHNOLOGIES LLC | $100.6M | 1,180,400 | 0.14% | 3q | +103.6%+$51.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $89.1M | 1,045,881 | 0.03% | 4q | -46.6%-$77.7M |
| FMR LLC | $83.1M | 974,787 | 0.00% | 4q | -67.0%-$169.1M |
| GOLDMAN SACHS GROUP INC | $78.0M | 914,813 | 0.01% | 4q | +657.3%+$67.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $73.6M | 864,097 | 0.07% | 4q | -28.9%-$29.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $73.3M | 859,907 | 0.09% | 3q | +9.6%+$6.4M |
| Merewether Investment Management, LP | $72.7M | 852,658 | 1.37% | 4q | +17.4%+$10.8M |
| UBS Group AG | $67.1M | 787,489 | 0.01% | 4q | +157.6%+$41.1M |
| Munro Partners | $66.4M | 779,617 | 1.46% | 4q | +4.3%+$2.7M |
| BANK OF AMERICA CORP /DE/ | $66.3M | 777,550 | 0.00% | 4q | +14.3%+$8.3M |
| LOOMIS SAYLES & CO L P | $62.4M | 732,152 | 0.08% | 4q | -18.7%-$14.4M |
| Alyeska Investment Group, L.P. | $61.7M | 724,393 | 0.16% | new | NEW |
| Clearbridge Investments, LLC | $61.3M | 718,840 | 0.05% | 4q | +79.0%+$27.0M |
| JPMORGAN CHASE & CO | $59.5M | 735,740 | 0.00% | 3q | +43.5%+$18.0M |
| Value Aligned Research Advisors, LLC | $59.0M | 692,150 | 0.15% | 4q | +124.6%+$32.7M |
| ALLIANCEBERNSTEIN L.P. | $58.9M | 1,043,580 | 0.02% | 4q | +2585.2%+$56.7M |
| FEDERATED HERMES, INC. | $57.2M | 671,675 | 0.08% | 4q | -8.8%-$5.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $56.1M | 658,709 | 0.20% | new | NEW |
| EMERALD ADVISERS, LLC | $55.7M | 653,788 | 1.31% | new | NEW |
| LORD, ABBETT & CO. LLC | $54.1M | 635,305 | 0.15% | 4q | +10.7%+$5.2M |
| Yaupon Capital Management LP | $53.5M | 627,256 | 1.05% | new | NEW |
| SEVEN GRAND MANAGERS, LLC | $51.1M | 600,000 | 2.06% | 4q | HELD |
| AMERIPRISE FINANCIAL INC | $50.5M | 592,378 | 0.01% | 2q | +162.2%+$31.2M |
| GW&K Investment Management, LLC | $50.3M | 590,365 | 0.39% | 3q | -2.1%-$1.1M |
| Allspring Global Investments Holdings, LLC | $47.7M | 596,284 | 0.07% | 4q | +238.3%+$33.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $47.3M | 555,024 | 0.07% | new | NEW |
| Nuveen, LLC | $44.9M | 526,650 | 0.01% | 3q | +117.9%+$24.3M |
| CI INVESTMENTS INC. | $43.3M | 508,613 | 0.14% | 4q | -10.3%-$5.0M |
| Conestoga Capital Advisors, LLC | $43.2M | 506,578 | 0.94% | 2q | +21.8%+$7.7M |
| BNP PARIBAS FINANCIAL MARKETS | $43.1M | 505,406 | 0.01% | 3q | +174.2%+$27.4M |
| Ghisallo Capital Management LLC | $42.6M | 500,000 | 0.84% | 4q | HELD |
| NORTHERN TRUST CORP | $41.9M | 491,856 | 0.00% | 3q | +65.5%+$16.6M |
| BAMCO INC /NY/ | $40.5M | 475,469 | 0.06% | 4q | -61.8%-$65.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39.9M | 467,577 | 0.01% | 3q | +61.4%+$15.2M |
| MORGAN STANLEY | $37.1M | 435,506 | 0.00% | 4q | +45.4%+$11.6M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $36.3M | 425,628 | 1.27% | new | NEW |
| Driehaus Capital Management LLC | $34.8M | 408,382 | 0.20% | 3q | -55.3%-$43.1M |
| Goodlander Investment Management, LLC | $33.2M | 390,000 | 10.03% | 2q | -9.3%-$3.4M |
| Qube Research & Technologies Ltd | $33.1M | 388,820 | 0.03% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $33.1M | 388,756 | 0.01% | 2q | +66.6%+$13.2M |
| Pictet Asset Management Holding SA | $32.5M | 381,505 | 0.03% | 3q | +112.1%+$17.2M |
| Zimmer Partners, LP | $31.7M incl. $10.7M options PUT | 247,500 | 0.73% | new | NEW |
| ROYCE & ASSOCIATES LP | $31.4M | 368,619 | 0.25% | 4q | HELD |
| Engle Capital Management, L.P. | $30.9M | 362,199 | 8.48% | 3q | -29.1%-$12.7M |
| BARCLAYS PLC | $30.4M | 356,973 | 0.01% | 4q | +115.8%+$16.3M |
| CITADEL ADVISORS LLC | $28.6M incl. $27.8M options CALL+PUT | 9,798 | 0.00% | 4q | -88.9%-$229.5M |
| SOROS FUND MANAGEMENT LLC | $28.0M | 328,000 | 0.34% | 4q | +147.3%+$16.6M |
| FRED ALGER MANAGEMENT, LLC | $27.0M | 316,697 | 0.09% | 3q | -52.1%-$29.4M |
| Penn Capital Management Company, LLC | $26.6M | 311,830 | 1.69% | 2q | -12.5%-$3.8M |
| JANE STREET GROUP, LLC | $25.0M incl. $1.0M options CALL | 281,404 | 0.00% | 4q | HELD |
| TimesSquare Capital Management, LLC | $23.6M | 276,601 | 0.35% | 4q | HELD |
| CITIGROUP INC | $22.5M | 264,397 | 0.01% | 3q | +5969.7%+$22.2M |
| Squarepoint Ops LLC | $22.5M | 264,000 | 0.02% | 4q | -1.1%-$255.9K |
| GILDER GAGNON HOWE & CO LLC | $22.0M | 258,691 | 0.23% | 2q | +29.9%+$5.1M |
| MARSHALL WACE, LLP | $20.3M | 237,700 | 0.02% | 4q | +224.9%+$14.0M |
| MILLENNIUM MANAGEMENT LLC | $19.7M | 231,670 | 0.01% | 2q | +761.8%+$17.5M |
| AXIOM INVESTORS LLC /DE | $19.2M | 225,101 | 0.17% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $18.2M incl. $16.5M options CALL+PUT | 20,475 | 0.00% | 2q | +51.8%+$6.2M |
| RAYMOND JAMES FINANCIAL INC | $18.2M | 213,360 | 0.00% | 4q | -12.8%-$2.7M |
| NEW YORK STATE COMMON RETIREMENT FUND | $18.0M | 210,858 | 0.02% | 3q | -7.5%-$1.5M |
| Russell Investments Group, Ltd. | $17.7M | 208,258 | 0.02% | 3q | +129.5%+$10.0M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $17.6M | 206,500 | 0.57% | 4q | -5.8%-$1.1M |
| Burkehill Global Management, LP | $17.0M | 200,000 | 0.62% | 4q | -52.9%-$19.2M |
| Verition Fund Management LLC | $16.8M | 197,049 | 0.09% | 2q | +135.4%+$9.7M |
| Bank of New York Mellon Corp | $15.3M | 179,696 | 0.00% | 3q | +58.7%+$5.7M |
| Walleye Capital LLC | $15.3M | 178,929 | 0.05% | new | NEW |
| Hudson Bay Capital Management LP | $14.4M | 168,740 | 0.04% | 4q | +97.5%+$7.1M |
| Voleon Capital Management LP | $14.2M | 166,060 | 0.26% | 3q | +106.0%+$7.3M |
| Capelight Capital Asset Management LP | $14.1M | 165,000 | 6.75% | 3q | +6.5%+$852.3K |
| Trexquant Investment LP | $12.6M | 147,380 | 0.07% | 2q | +1093.7%+$11.5M |
| ArrowMark Colorado Holdings LLC | $12.1M | 142,435 | 0.51% | 4q | -69.1%-$27.2M |
| NORGES BANK | $10.9M | 127,514 | 0.00% | 2q | -81.9%-$49.2M |
| Asset Management One Co., Ltd. | $10.8M | 126,729 | 0.03% | 3q | +31.1%+$2.6M |
| SEI INVESTMENTS CO | $10.7M | 126,081 | 0.01% | 4q | +21.1%+$1.9M |
| WELLS FARGO & COMPANY/MN | $10.2M | 120,141 | 0.00% | 4q | +88.6%+$4.8M |
| Swiss National Bank | $9.2M | 108,000 | 0.00% | 2q | +35.5%+$2.4M |
| BW Gestao de Investimentos Ltda. | $8.5M | 100,000 | 0.17% | new | NEW |
| WHITTIER TRUST CO | $8.4M | 108,426 | 0.08% | new | NEW |
| 180 GPS Investments IC Ltd | $8.0M | 93,429 | 5.89% | new | NEW |
| Summit Creek Advisors LLC | $7.9M | 92,167 | 2.67% | 3q | -52.2%-$8.6M |
| LAZARD ASSET MANAGEMENT LLC | $7.1M | 83,523 | 0.01% | 4q | -52.3%-$7.8M |
| WINTON GROUP Ltd | $7.1M | 83,300 | 0.23% | 3q | +174.0%+$4.5M |
| Rockefeller Capital Management L.P. | $7.0M | 82,587 | 0.01% | 3q | +4.8%+$321.0K |
| Public Sector Pension Investment Board | $7.0M | 82,000 | 0.02% | new | NEW |
| Covalis Capital LLP | $6.4M | 75,000 | 0.36% | 3q | -6.2%-$426.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.3M | 74,333 | 0.00% | 2q | +39.8%+$1.8M |
Showing the largest 100 of 268 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-18 | 2026-08-18 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-15 | Le Bris Philippe | Chief Accounting Officer | Sold | 4,196 | $226.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 37 | $38.7M | 721,186 | 15 | 12 | 7 | 0.0% |
| Q2 2026 | 268 | $7.3B | 85,392,492 | 91 | 99 | 57 | 0.8% |
| Q1 2026 | 199 | $4.1B | 72,688,673 | 57 | 77 | 42 | 0.3% |
| Q4 2025 | 169 | $3.1B | 71,733,970 | 95 | 36 | 29 | 0.0% |
| Q3 2025 | 95 | $1.9B | 61,632,528 | 95 | 0 | 0 | 0.0% |