Fortrea Holdings Inc.: which funds bought and sold

Institutions that bought and sold Fortrea shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 140 institutions that filed 13F reports for both quarters added to or opened positions in Fortrea, and 147 cut or closed them. Together they added a net 240K shares, +0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.8M shares (+10.6%); index fund managers were net buyers of 241K shares (+0.7%). 42 opened a new position and 38 sold out entirely.

Bought, Q2 2026 140 institutions, 42 of them new holders Sold, Q2 2026 147 institutions, 38 of them sold out

Net change, all compared +240K shares (+0.2%)

Net change, active managers +2.8M shares (+10.6%), 25 bought, 25 sold

Buyers versus sellers

institutions compared, 365

140 bought 78 147 sold

Active managers and hedge funds 25 bought · 25 sold · +2.8M

Index fund managers 7 bought · 4 sold · +241K

Other institutions 108 bought · 118 sold · −2.8M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+2.4M +193.1%	3.6M	$63.5M
Wellington Management Group LLP Active manager	+2.4M New position	2.4M	$41.5M
Arrowstreet Capital, Limited Partnership Hedge fund	+829K New position	829K	$14.4M
Blackrock, Inc. Index funds	+647K +4.3%	15.8M	$275M
Loomis Sayles & Co L P Active manager	+618K +33.9%	2.4M	$42.5M
Citadel Advisors LLC Hedge fund	+513K +100.8%	1.0M	$17.8M
Pacer Advisors, Inc.	+411K New position	411K	$7.1M
Millennium Management LLC Hedge fund	+374K +148.0%	626K	$10.9M
Principal Financial Group Inc	+358K +79.6%	807K	$14M
Dimensional Fund Advisors LP	+350K +26.9%	1.7M	$28.7M
Nuveen, LLC	+347K +32.2%	1.4M	$24.7M
Goldman Sachs Group Inc	+315K +3.9%	8.4M	$146M
Nomura Asset Management International Inc.	+283K New position	283K	$4.9M
Allianz Asset Management Gmbh	+272K +31.8%	1.1M	$19.6M
Nordea Investment Management AB	+262K New position	262K	$4.6M
Assenagon Asset Management S.A.	+255K +281.4%	346K	$6M
Geode Capital Management, LLC Index funds	+180K +7.6%	2.5M	$44.3M
Ardsley Advisory Partners LP	+175K New position	175K	$3M
Northern Trust Corp Index funds	+162K +16.2%	1.2M	$20.2M
Vanguard Capital Management LLC Index funds	+143K +3.5%	4.2M	$72.8M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+2.4M +193.1%	3.6M	$63.5M
Wellington Management Group LLP Active manager	+2.4M New position	2.4M	$41.5M
Arrowstreet Capital, Limited Partnership Hedge fund	+829K New position	829K	$14.4M
Loomis Sayles & Co L P Active manager	+618K +33.9%	2.4M	$42.5M
Citadel Advisors LLC Hedge fund	+513K +100.8%	1.0M	$17.8M
Millennium Management LLC Hedge fund	+374K +148.0%	626K	$10.9M
Segall Bryant & Hamill, LLC Active manager	+138K New position	138K	$2.4M
Gotham Asset Management, LLC Hedge fund	+101K New position	101K	$1.8M
Winton Group Ltd Hedge fund	+82K +26.7%	389K	$6.8M
D. E. Shaw & Co., Inc. Hedge fund	+74K +139.7%	127K	$2.2M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Longaeva Partners L.P.	−1.8M −87.1%	264K	$4.6M
Corvex Management LP Hedge fund	−1.7M −35.6%	3.0M	$52M
Deutsche Bank Ag\	−1.2M −45.6%	1.4M	$24.3M
Charles Schwab Investment Management Inc Index funds	−718K −22.4%	2.5M	$43.3M
Metlife Investment Management, LLC	−443K −24.5%	1.4M	$23.7M
Jpmorgan Chase & Co	−429K −42.5%	581K	$10.2M
Algert Global LLC Hedge fund	−416K −36.6%	722K	$12.6M
Point72 Asset Management, L.P. Hedge fund	−352K Sold out	0	—
National Bank Of Canada	−337K −100.0%	33	$573
State Street Corp Index funds	−325K −7.9%	3.8M	$65.8M
AQR Capital Management LLC Hedge fund	−318K −9.6%	3.0M	$51.9M
Trexquant Investment LP Hedge fund	−317K −47.5%	350K	$6.1M
UBS Group AG	−262K −45.3%	316K	$5.5M
BNP Paribas Financial Markets	−254K −31.0%	565K	$9.8M
Qube Research & Technologies Ltd Hedge fund	−253K −84.6%	46K	$805,150
Two Sigma Investments, LP Hedge fund	−236K −52.2%	216K	$3.8M
SG Americas Securities, LLC	−218K Sold out	0	—
Marshall Wace, LLP Hedge fund	−212K −72.0%	83K	$1.4M
Victory Capital Management Inc Active manager	−206K −93.3%	15K	$256,302
Morgan Stanley	−203K −8.9%	2.1M	$36.4M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Corvex Management LP Hedge fund	−1.7M −35.6%	3.0M	$52M
Algert Global LLC Hedge fund	−416K −36.6%	722K	$12.6M
Point72 Asset Management, L.P. Hedge fund	−352K Sold out	0	—
AQR Capital Management LLC Hedge fund	−318K −9.6%	3.0M	$51.9M
Trexquant Investment LP Hedge fund	−317K −47.5%	350K	$6.1M
Qube Research & Technologies Ltd Hedge fund	−253K −84.6%	46K	$805,150
Two Sigma Investments, LP Hedge fund	−236K −52.2%	216K	$3.8M
Marshall Wace, LLP Hedge fund	−212K −72.0%	83K	$1.4M
Victory Capital Management Inc Active manager	−206K −93.3%	15K	$256,302
PDT Partners, LLC Hedge fund	−172K −36.4%	301K	$5.2M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Wellington Management Group LLPActive manager	2.4M	$41.5M
Arrowstreet Capital, Limited PartnershipHedge fund	829K	$14.4M
Pacer Advisors, Inc.	411K	$7.1M
Nomura Asset Management International Inc.	283K	$4.9M
Nordea Investment Management AB	262K	$4.6M
Ardsley Advisory Partners LP	175K	$3M
Segall Bryant & Hamill, LLCActive manager	138K	$2.4M
Gotham Asset Management, LLCHedge fund	101K	$1.8M
Universal- Beteiligungs- Und Servicegesellschaft Mbh	83K	$1.5M
Tudor Investment Corp Et AlHedge fund	58K	$1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Point72 Asset Management, L.P.Hedge fund	352K	$3.3M
SG Americas Securities, LLC	218K	$2M
Mufg Securities Emea PLC	145K	$1.4M
HRT Financial LP	126K	$1.2M
Kerrisdale Advisers, LLC	73K	$685,964
Twinbeech Capital LP	72K	$680,896
Moore Capital Management, LPHedge fund	71K	$666,211
Boothbay Fund Management, LLCHedge fund	63K	$591,538
Allstate Corp	60K	$562,035
Royce & Associates LPActive manager	56K	$530,779

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 331
Ten largest holders: 52.7%
Index fund managers: 34.7%
Active managers and hedge funds: 29.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	25	25	9	6	+2.8M	+10.6%
Index fund managers	7	4	0	0	+241K	+0.7%
Other institutions	108	118	33	32	−2.8M	−7.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Fortrea.

Only managers that filed a holdings report for both quarters are compared (365 here). 9 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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