Skip to main content
Institutional Ownership · SEC Form 13F

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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

316
Institutional holders
98M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on FTRE is one-sided between 2026-Q1 and 2026-Q2: 111 added or opened and 27 trimmed or exited — on balance accumulating.

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 gap the other way — the median holder sizes FTRE more heavily than its largest holder by dollar value does.

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 2026-Q1 and 2026-Q2, across 316 tracked filers holding FTRE, 136 increased or opened the position and 162 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

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 13

  • WELLINGTON MANAGEMENT GROUP LLP$41M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$14M
  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$5M
  • NORDEA INVESTMENT MANAGEMENT AB$5M
  • ARDSLEY ADVISORY PARTNERS LP$3M
  • SEGALL BRYANT & HAMILL, LLC$2M

Full exits 14

  • LORD, ABBETT & CO. LLC$8M
  • Point72 Asset Management, L.P.$3M
  • SG Americas Securities, LLC$2M
  • CWM, LLC$1M
  • MUFG Securities EMEA plc$1M
  • HRT FINANCIAL LP$1M

Largest adds

  • BlackRock, Inc.$132M
  • GOLDMAN SACHS GROUP INC$70M
  • FMR LLC$52M
  • Sessa Capital IM, L.P.$37M
  • VANGUARD CAPITAL MANAGEMENT LLC$35M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$32M

Largest trims

  • Longaeva Partners L.P.$15M
  • NATIONAL BANK OF CANADA /FI/$3M
  • ALLIANCEBERNSTEIN L.P.$3M
  • Qube Research & Technologies Ltd$2M
  • VICTORY CAPITAL MANAGEMENT INC$2M
  • MARSHALL WACE, LLP$1M

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added15,799,104$275M14.4%2026-Q2
GOLDMAN SACHS GROUP INC added8,414,011$146M7.7%2026-Q2
Sessa Capital IM, L.P.4,593,550$80M4.2%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added4,181,552$73M3.8%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added3,816,627$66M3.5%2026-Q2
STATE STREET CORP trimmed3,784,173$66M3.4%2026-Q2
FMR LLC added3,646,931$63M3.3%2026-Q2
Corvex Management LP trimmed2,988,551$52M2.7%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed2,980,474$52M2.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added2,546,771$44M2.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed2,489,423$43M2.3%2026-Q2
LOOMIS SAYLES & CO L P added2,440,583$42M2.2%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP new2,384,349$41M2.2%2026-Q2
Park West Asset Management LLC trimmed2,106,131$37M1.9%2026-Q2
MORGAN STANLEY trimmed2,094,075$36M1.9%2026-Q2
AMERIPRISE FINANCIAL INC added1,718,933$30M1.6%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,650,100$29M1.5%2026-Q2
Nuveen, LLC added1,421,943$25M1.3%2026-Q2
DEUTSCHE BANK AG\ trimmed1,397,053$24M1.3%2026-Q2
MetLife Investment Management, LLC trimmed1,362,169$24M1.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed1,289,609$22M1.2%2026-Q2
Eagle Health Investments LP trimmed1,181,274$21M1.1%2026-Q2
NORTHERN TRUST CORP added1,162,577$20M1.1%2026-Q2
Allianz Asset Management GmbH added1,127,337$20M1.0%2026-Q2
CITADEL ADVISORS LLC added1,023,010$18M0.9%2026-Q2
BECK MACK & OLIVER LLC trimmed834,758$15M0.8%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added828,772$14M0.8%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added806,676$14M0.7%2026-Q2
Invesco Ltd. added733,525$13M0.7%2026-Q2
ALGERT GLOBAL LLC trimmed722,376$13M0.7%2026-Q2
MILLENNIUM MANAGEMENT LLC added626,489$11M0.6%2026-Q2
VANGUARD FIDUCIARY TRUST CO added625,894$11M0.6%2026-Q2
Bank of New York Mellon Corp added607,429$11M0.6%2026-Q2
JPMORGAN CHASE & CO trimmed580,935$10M0.5%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed564,873$10M0.5%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC added526,897$9M0.5%2026-Q2
Public Sector Pension Investment Board trimmed401,938$7M0.4%2026-Q2
WINTON GROUP Ltd added389,155$7M0.4%2026-Q2
Trexquant Investment LP trimmed350,148$6M0.3%2026-Q2
IEQ CAPITAL, LLC trimmed341,742$6M0.3%2026-Q2
BRANDES INVESTMENT PARTNERS, LP added335,408$6M0.3%2026-Q2
UBS Group AG trimmed316,234$6M0.3%2026-Q2
Hillsdale Investment Management Inc. trimmed313,100$5M0.3%2026-Q2
PDT Partners, LLC trimmed301,272$5M0.3%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new282,627$5M0.3%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed269,800$5M0.2%2026-Q2
Longaeva Partners L.P. trimmed263,964$5M0.2%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB trimmed261,754$5M0.2%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC added259,994$5M0.2%2026-Q2
RHUMBLINE ADVISERS added251,965$4M0.2%2026-Q2
Russell Investments Group, Ltd. added243,206$4M0.2%2026-Q2
Ausbil Investment Management Ltd trimmed229,826$4M0.2%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed232,002$4M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed230,619$4M0.2%2026-Q2
Legal & General Group Plc added224,211$4M0.2%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed215,937$4M0.2%2026-Q2
BARCLAYS PLC added197,637$3M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added183,048$3M0.2%2026-Q2
Swiss National Bank trimmed181,600$3M0.2%2026-Q2
PRUDENTIAL FINANCIAL INC added176,649$3M0.2%2026-Q2
Sequoia Financial Advisors, LLC trimmed175,864$3M0.2%2026-Q2
ARDSLEY ADVISORY PARTNERS LP new175,000$3M0.2%2026-Q2
Assenagon Asset Management S.A. added173,129$3M0.2%2026-Q2
Y-Intercept (Hong Kong) Ltd added169,370$3M0.2%2026-Q2
Cinctive Capital Management LP trimmed168,625$3M0.2%2026-Q2
Tidal Investments LLC trimmed167,173$3M0.2%2026-Q2
Quantinno Capital Management LP added158,421$3M0.1%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed155,992$3M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added151,849$3M0.1%2026-Q2
AMERICAN CENTURY COMPANIES INC added149,567$3M0.1%2026-Q2
FEDERATED HERMES, INC. trimmed146,653$3M0.1%2026-Q2
SEGALL BRYANT & HAMILL, LLC new137,694$2M0.1%2026-Q2
FRANKLIN RESOURCES INC added132,542$2M0.1%2026-Q2
Mariner, LLC trimmed129,328$2M0.1%2026-Q2
D. E. Shaw & Co., Inc. added127,123$2M0.1%2026-Q2
SEI INVESTMENTS CO trimmed126,489$2M0.1%2026-Q2
ING GROEP NV122,100$2M0.1%2026-Q2
Cohen Capital Management, Inc.120,072$2M0.1%2026-Q2
Engineers Gate Manager LP trimmed117,456$2M0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed116,365$2M0.1%2026-Q2
Creative Planning added115,677$2M0.1%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added112,516$2M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added106,146$2M0.1%2026-Q2
ROYAL BANK OF CANADA added103,162$2M0.1%2026-Q2
VANGUARD GROUP INC added8,331,016$144M7.5%2025-Q4 stale (2 quarters behind)
Iron Triangle Partners LP new1,986,333$34M1.8%2025-Q4 stale (2 quarters behind)
Starboard Value LP trimmed2,495,558$12M0.6%2025-Q2 stale (4 quarters behind)
NORGES BANK trimmed465,882$9M0.5%2025-Q3 stale (3 quarters behind)
Alyeska Investment Group, L.P.500,000$9M0.5%2025-Q4 stale (2 quarters behind)
LORD, ABBETT & CO. LLC added826,519$8M0.4%2026-Q1 stale (1 quarter behind)
ExodusPoint Capital Management, LP added384,755$7M0.3%2025-Q4 stale (2 quarters behind)
Coliseum Capital Management, LLC1,227,065$6M0.3%2025-Q2 stale (4 quarters behind)
THOMPSON SIEGEL & WALMSLEY LLC trimmed680,639$6M0.3%2025-Q3 stale (3 quarters behind)
Concentric Capital Strategies, LP new293,924$5M0.3%2025-Q4 stale (2 quarters behind)
Eversept Partners, LP added224,139$4M0.2%2025-Q4 stale (2 quarters behind)
BANK OF NOVA SCOTIA208,700$4M0.2%2025-Q4 stale (2 quarters behind)
Point72 Asset Management, L.P. added352,372$3M0.2%2026-Q1 stale (1 quarter behind)
PFM Health Sciences, LP new165,439$3M0.1%2025-Q4 stale (2 quarters behind)
Verition Fund Management LLC added149,998$3M0.1%2025-Q4 stale (2 quarters behind)
SG Americas Securities, LLC added217,592$2M0.1%2026-Q1 stale (1 quarter behind)

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.

HoldersTotal shares

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.

Learn how to read institutional ownership