Who owns Fortrea Holdings (FTRE)
Which tracked institutional funds hold FTRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FTRE company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FTRE is one-sided between 2026-Q1 and 2026-Q2: 12 added or opened and 103 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FTRE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FTRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 328 tracked filers holding FTRE, 164 increased or opened the position and 149 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FTRE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- WELLINGTON MANAGEMENT GROUP LLP$41M
- TUDOR INVESTMENT CORP ET AL$1M
Full exits 101
- GOLDMAN SACHS GROUP INC$76M
- Corvex Management LP$44M
- Sessa Capital IM, L.P.$43M
- VANGUARD CAPITAL MANAGEMENT LLC$38M
- VANGUARD PORTFOLIO MANAGEMENT LLC$35M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$30M
Largest adds
- BlackRock, Inc.$132M
- FMR LLC$52M
- STATE STREET CORP$27M
- AQR CAPITAL MANAGEMENT LLC$22M
- CITADEL ADVISORS LLC$13M
- RENAISSANCE TECHNOLOGIES LLC$9M
Largest trims
- MARSHALL WACE, LLP$1M
- TWO SIGMA INVESTMENTS, LP$496K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 15,799,104 | $275M | 18.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 8,098,517 | $76M | 5.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 3,784,173 | $66M | 4.5% | 2026-Q2 |
| FMR LLC added | 3,646,931 | $63M | 4.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,980,474 | $52M | 3.5% | 2026-Q2 |
| Corvex Management LP added | 4,644,193 | $44M | 3.0% | 2026-Q1 |
| Sessa Capital IM, L.P. added | 4,593,550 | $43M | 2.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP new | 2,384,349 | $41M | 2.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,038,562 | $38M | 2.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,696,749 | $35M | 2.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 3,207,673 | $30M | 2.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,569,274 | $24M | 1.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,289,609 | $22M | 1.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,366,477 | $22M | 1.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,297,568 | $22M | 1.5% | 2026-Q1 |
| Park West Asset Management LLC added | 2,257,324 | $21M | 1.4% | 2026-Q1 |
| Longaeva Partners L.P. added | 2,046,727 | $19M | 1.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,023,010 | $18M | 1.2% | 2026-Q2 |
| LOOMIS SAYLES & CO L P new | 1,822,769 | $17M | 1.2% | 2026-Q1 |
| MetLife Investment Management, LLC added | 1,805,184 | $17M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,579,914 | $15M | 1.0% | 2026-Q1 |
| Invesco Ltd. added | 733,525 | $13M | 0.9% | 2026-Q2 |
| Eagle Health Investments LP added | 1,307,560 | $12M | 0.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,299,862 | $12M | 0.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 626,489 | $11M | 0.7% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 1,138,584 | $11M | 0.7% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,075,256 | $10M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,000,286 | $9M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,010,361 | $9M | 0.6% | 2026-Q1 |
| BECK MACK & OLIVER LLC added | 947,748 | $9M | 0.6% | 2026-Q1 |
| Allianz Asset Management GmbH added | 855,510 | $8M | 0.5% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 826,519 | $8M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 818,384 | $8M | 0.5% | 2026-Q1 |
| Trexquant Investment LP added | 666,983 | $6M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 603,590 | $6M | 0.4% | 2026-Q1 |
| UBS Group AG added | 578,536 | $5M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 563,269 | $5M | 0.4% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 498,743 | $5M | 0.3% | 2026-Q1 |
| PDT Partners, LLC trimmed | 473,507 | $4M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 449,081 | $4M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 439,985 | $4M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 215,937 | $4M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 211,035 | $4M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 370,052 | $3M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 352,372 | $3M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | 337,000 | $3M | 0.2% | 2026-Q1 |
| Hillsdale Investment Management Inc. new | 317,400 | $3M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 314,800 | $3M | 0.2% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 307,267 | $3M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd added | 307,096 | $3M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 299,690 | $3M | 0.2% | 2026-Q1 |
| Ausbil Investment Management Ltd added | 293,141 | $3M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 295,176 | $3M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 151,849 | $3M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 237,468 | $2M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 127,123 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 233,172 | $2M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 232,574 | $2M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 227,631 | $2M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 220,871 | $2M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 217,592 | $2M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 217,602 | $2M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 211,271 | $2M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 194,725 | $2M | 0.1% | 2026-Q1 |
| Cinctive Capital Management LP new | 186,886 | $2M | 0.1% | 2026-Q1 |
| Swiss National Bank added | 182,700 | $2M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 175,917 | $2M | 0.1% | 2026-Q1 |
| Tidal Investments LLC new | 168,849 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 157,583 | $1M | 0.1% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 156,722 | $1M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 82,638 | $1M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 151,617 | $1M | 0.1% | 2026-Q1 |
| CWM, LLC added | 147,342 | $1M | 0.1% | 2026-Q1 |
| MUFG Securities EMEA plc | 145,000 | $1M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 136,240 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 133,272 | $1M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 132,420 | $1M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 132,369 | $1M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 130,545 | $1M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 126,370 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 8,331,016 | $144M | 9.7% | 2025-Q4 stale |
| Iron Triangle Partners LP new | 1,986,333 | $34M | 2.3% | 2025-Q4 stale |
| Starboard Value LP trimmed | 2,495,558 | $12M | 0.8% | 2025-Q2 stale |
| NORGES BANK trimmed | 465,882 | $9M | 0.6% | 2025-Q3 stale |
| Alyeska Investment Group, L.P. | 500,000 | $9M | 0.6% | 2025-Q4 stale |
| Pacer Advisors, Inc. added | 1,139,657 | $9M | 0.6% | 2025-Q1 stale |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,028,377 | $8M | 0.5% | 2025-Q1 stale |
| ExodusPoint Capital Management, LP added | 384,755 | $7M | 0.4% | 2025-Q4 stale |
| Coliseum Capital Management, LLC | 1,227,065 | $6M | 0.4% | 2025-Q2 stale |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 680,639 | $6M | 0.4% | 2025-Q3 stale |
| Kent Lake PR LLC new | 682,356 | $5M | 0.3% | 2025-Q1 stale |
| Concentric Capital Strategies, LP new | 293,924 | $5M | 0.3% | 2025-Q4 stale |
| Eversept Partners, LP added | 224,139 | $4M | 0.3% | 2025-Q4 stale |
| BANK OF NOVA SCOTIA | 208,700 | $4M | 0.2% | 2025-Q4 stale |
| PFM Health Sciences, LP new | 165,439 | $3M | 0.2% | 2025-Q4 stale |
| Walleye Capital LLC trimmed | 154,256 | $3M | 0.2% | 2025-Q4 stale |
| Verition Fund Management LLC added | 149,998 | $3M | 0.2% | 2025-Q4 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 94,803 | $2M | 0.1% | 2025-Q4 stale |
| DekaBank Deutsche Girozentrale | 38,219 | $2M | 0.1% | 2025-Q4 stale |
| Willis Investment Counsel trimmed | 184,307 | $1M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.