IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fortrea Holdings Inc (FTRE)

CUSIP: 34965K107 | NYSE | Healthcare · Biotechnology | Small Cap | 891 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,006,884
0.0% of portfolio›$40.0M
Penn Capital Management Company, LLC1,140,647
1.7% of portfolio›$22.8M
Principal Financial Group Inc800,174
0.0% of portfolio›$16.0M
Bank of New York Mellon Corp596,666
0.0% of portfolio›$11.9M
Ausbil Investment Management Ltd171,704
1.7% of portfolio›$3.4M
Creative Planning125,722
0.0% of portfolio›$2.5M
Cohen Capital Management, Inc.120,072
0.3% of portfolio›$2.4M
Thrivent Financial for Lutherans112,873
0.0% of portfolio›$2.3M
Pullen Investment Management, LLC111,271
1.1% of portfolio›$2.2M
New York State Teachers Retirement System89,644
0.0% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC83,217
0.0% of portfolio›$1.7M
Assenagon Asset Management S.A.72,693
0.0% of portfolio›$1.5M
Strs Ohio68,200
0.0% of portfolio›$1.4M
Illinois Municipal Retirement Fund53,204
0.0% of portfolio›$1.1M
Y-Intercept (Hong Kong) Ltd53,051
0.0% of portfolio›$1.1M
Allspring Global Investments Holdings, LLC48,435
0.0% of portfolio›$939.6K
State of Wyoming46,145
0.1% of portfolio›$920.6K
Prescott Group Capital Management, L.L.C.45,768
0.1% of portfolio›$913.1K
Louisiana State Employees Retirement System40,500
0.0% of portfolio›$808.0K
Atria Investments, Inc39,415
0.0% of portfolio›$786.3K
Calamos Advisors LLC34,300
0.0% of portfolio›$684.3K
KBC Group NV33,262
0.0% of portfolio›$663.0K
Brighton Jones LLC32,858
0.0% of portfolio›$655.5K
Achmea Investment Management B.V.31,176
0.0% of portfolio›$622.5K
Citigroup Inc26,818
0.0% of portfolio›$535.0K
Fifth Third Bancorp26,615
0.0% of portfolio›$531.0K
Arizona State Retirement System25,967
0.0% of portfolio›$518.0K
Amalgamated Bank24,692
0.0% of portfolio›$493.0K
Yousif Capital Management, LLC24,630
0.0% of portfolio›$491.4K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS22,407
0.0% of portfolio›$447.0K
Oregon Public Employees Retirement Fund21,366
0.0% of portfolio›$426.3K
State of Alaska, Department of Revenue19,837
0.0% of portfolio›$395.0K
Sterling Capital Management LLC17,640
0.0% of portfolio›$351.9K
China Universal Asset Management Co., Ltd.17,352
0.0% of portfolio›$342.5K
Fractal Investments LLC17,000
0.0% of portfolio›$339.2K
ProShare Advisors LLC16,521
0.0% of portfolio›$329.6K
Virginia Retirement Systems ET Al16,500
0.0% of portfolio›$329.2K
Bradley & Co. Private Wealth Management, LLC16,384
0.1% of portfolio›$326.9K
Cohen Klingenstein LLC15,271
0.0% of portfolio›$304.7K
Marks Group Wealth Management, Inc15,000
0.0% of portfolio›$299.3K
Wedmont Private Capital14,959
0.0% of portfolio›$304.7K
Ethic Inc.14,928
0.0% of portfolio›$297.8K
Swiss Life Asset Management Ltd14,760
0.0% of portfolio›$294.5K
Pictet Asset Management Holding SA14,578
0.0% of portfolio›$290.8K
Krilogy Financial LLC14,524
0.0% of portfolio›$305.0K
Nisa Investment Advisors, LLC11,670
0.0% of portfolio›$232.8K
HB Wealth Management, LLC11,096
0.0% of portfolio›$221.4K
Mutual of America Capital Management LLC10,852
0.0% of portfolio›$216.5K
Granite Investment Partners, LLC10,748
0.0% of portfolio›$214.4K
Pinnacle Wealth Planning Services, Inc.9,183
0.0% of portfolio›$183.2K
Assetmark, Inc8,910
0.0% of portfolio›$177.7K
William B. Walkup & Associates, Inc.8,816
0.1% of portfolio›$175.9K
EverSource Wealth Advisors, LLC8,241
0.0% of portfolio›$164.4K
Gamma Investing LLC7,678
0.0% of portfolio›$153.2K
US Bancorp \de\6,673
0.0% of portfolio›$133.1K
Mirae Asset Global Investments Co., Ltd.4,860
0.0% of portfolio›$97.0K
Versant Capital Management, Inc4,679
0.0% of portfolio›$93.3K
Hazlett, Burt & Watson, Inc.4,672
0.0% of portfolio›$39.1K
DekaBank Deutsche Girozentrale4,320
0.0% of portfolio›$85
Essential Partners LLC4,084
0.0% of portfolio›$81.5K
Caitong International Asset Management Co., Ltd3,136
0.0% of portfolio›$62.6K
Signaturefd, LLC2,282
0.0% of portfolio›$45.5K
GF Fund Management Co. Ltd.2,157
0.0% of portfolio›$43.0K
Larson Financial Group LLC2,101
0.0% of portfolio›$41.9K
IFP Advisors, Inc1,527
0.0% of portfolio›$30.5K
True Wealth Design, LLC1,512
0.0% of portfolio›$30.2K
Financial Management Professionals, Inc.1,507
0.0% of portfolio›$30.1K
Farther Finance Advisors, LLC1,435
0.0% of portfolio›$28.6K
Hara Capital LLC1,430
0.0% of portfolio›$28.5K
Fortitude Family Office, LLC1,365
0.0% of portfolio›$27.2K
Atwood & Palmer Inc1,000
0.0% of portfolio›$20.0K
Parallel Advisors, LLC961
0.0% of portfolio›$19.2K
Salomon & Ludwin, LLC931
0.0% of portfolio›$18.6K
Root Financial Partners, LLC792
0.0% of portfolio›$15.8K
Elyxium Wealth, LLC739
0.0% of portfolio›$14.7K
SBI Securities Co., Ltd.700
0.0% of portfolio›$14.0K
Covestor Ltd512
0.0% of portfolio›$10
Eukles Asset Management493
0.0% of portfolio›$9.8K
Plato Investment Management Ltd448
0.0% of portfolio›$9.0K
Duncker Streett & Co Inc400
0.0% of portfolio›$8.0K
SJS Investment Consulting Inc.308
0.0% of portfolio›$6.1K
Physician Wealth Advisors, Inc.300
0.0% of portfolio›$6.0K
Parkside Financial Bank & Trust265
0.0% of portfolio›$5.3K
Provenance Wealth Advisors, LLC252
0.0% of portfolio›$5.0K
CoreCap Advisors, LLC180
0.0% of portfolio›$3.6K
Tradewinds Capital Management, LLC170
0.0% of portfolio›$3.4K
Mascoma Wealth Management LLC150
0.0% of portfolio›$3.0K
Beacon Financial Strategies Corp130
0.0% of portfolio›$2.6K
Bare Financial Services, Inc123
0.0% of portfolio›$2.5K
Hickory Point Bank & Trust106
0.0% of portfolio›$2.1K
Torren Management, LLC105
0.0% of portfolio›$2.1K
J.Safra Asset Management Corp104
0.0% of portfolio›$2.1K
Trust Co of Vermont88
0.0% of portfolio›$1.8K
Farmers & Merchants Investments Inc83
0.0% of portfolio›$1.7K
Mather Group, Llc.80
0.0% of portfolio›$1.6K
Concord Wealth Partners60
0.0% of portfolio›$1.2K
Silver Grove Financial Group, Inc.57
0.0% of portfolio›$1.1K
Canton Hathaway, LLC55
0.0% of portfolio›$1.1K
Nova Financial LLC50
0.0% of portfolio›$998
MV Capital Management, Inc.50
0.0% of portfolio›$998
UMB Private Wealth Management, LLC48
0.0% of portfolio›$958
Evolution Wealth Management Inc.40
0.0% of portfolio›$798
Hilton Head Capital Partners, LLC40
0.0% of portfolio›$798
Golden State Wealth Management, LLC37
0.0% of portfolio›$738
Spire Wealth Management33
0.0% of portfolio›$658
MTM Investment Management, LLC26
0.0% of portfolio›$519
CX Institutional26
0.0% of portfolio›$1
Ascentis Wealth Management, LLC26
0.0% of portfolio›$518
GK Wealth Management LLC25
0.0% of portfolio›$499
TD Private Client Wealth LLC25
0.0% of portfolio›$499
Private Trust Co NA24
0.0% of portfolio›$479
Holos Integrated Wealth LLC22
0.0% of portfolio›$493
Hoey Investments, Inc21
0.0% of portfolio›$419
Fairscale Capital, LLC20
0.0% of portfolio›$426
Archer Investment Corp17
0.0% of portfolio›$339
Rossby Financial, LCC16
0.0% of portfolio›$319
JFS Wealth Advisors, LLC12
0.0% of portfolio›$240
Oakworth Capital, Inc.10
0.0% of portfolio›$200
Gables Capital Management Inc.10
0.0% of portfolio›$200
Gilpin Wealth Management, LLC9
0.0% of portfolio›$180
Davis Capital Management5
0.0% of portfolio›$100
Valley National Advisers Inc5
0.0% of portfolio›$100
Financial Consulate, Inc5
0.0% of portfolio›$100
WPG Advisers, LLC3
0.0% of portfolio›$60
Cedar Mountain Advisors, LLC2
0.0% of portfolio›$40
Key FInancial Inc1
0.0% of portfolio›$20
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,006,884$40.0M0.0%IndexLowAustin, TX2026-11-04
Penn Capital Management Company, LLC
1,140,647$22.8M1.7%ValueHighPhiladelphia, PA2026-11-04
Principal Financial Group Inc
800,174$16.0M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
596,666$11.9M0.0%CoreLowNew York, NY2026-11-05
Ausbil Investment Management Ltd
171,704$3.4M1.7%ValueMediumSydney, China2026-10-08
Creative Planning
125,722$2.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Cohen Capital Management, Inc.
120,072$2.4M0.3%CoreVery LowCorte Madera, CA2026-10-14
Thrivent Financial for Lutherans
112,873$2.3M0.0%GARPMediumMinneapolis, MN2026-11-05
Pullen Investment Management, LLC
111,271$2.2M1.1%Deep ValueMediumBradenton, FL2026-10-23
New York State Teachers Retirement System
89,644$1.8M0.0%CoreVery LowAlbany, NY2026-10-22
Wealth Enhancement Advisory Services, LLC
83,217$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Assenagon Asset Management S.A.
72,693$1.5M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Strs Ohio
68,200$1.4M0.0%CoreMediumColumbus, OH2026-10-30
Illinois Municipal Retirement Fund
53,204$1.1M0.0%CoreMediumOak Brook, IL2026-11-05
Y-Intercept (Hong Kong) Ltd
53,051$1.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Allspring Global Investments Holdings, LLC
48,435$939.6K0.0%CoreMediumCharlotte, NC2026-11-04
State of Wyoming
46,145$920.6K0.1%ValueHighCheyenne, WY2026-10-28
Prescott Group Capital Management, L.L.C.
45,768$913.1K0.1%Deep ValueMediumTulsa, OK2026-10-30
Louisiana State Employees Retirement System
40,500$808.0K0.0%IndexLowBaton Rouge, LA2026-10-20
Atria Investments, Inc
39,415$786.3K0.0%CoreMediumCharlotte, NC2026-10-15
Calamos Advisors LLC
34,300$684.3K0.0%GrowthMediumNaperville, IL2026-11-02
KBC Group NV
33,262$663.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Brighton Jones LLC
32,858$655.5K0.0%CoreVery LowSeattle, WA2026-11-03
Achmea Investment Management B.V.
31,176$622.5K0.0%CoreMediumZeist, Philippines2026-10-30
Citigroup Inc
26,818$535.0K0.0%CoreMediumNew York, NY2026-11-04
Fifth Third Bancorp
26,615$531.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Arizona State Retirement System
25,967$518.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
24,692$493.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
24,630$491.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
22,407$447.0K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
21,366$426.3K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
19,837$395.0K0.0%CoreVery LowJuneau, AK2026-10-15
Sterling Capital Management LLC
17,640$351.9K0.0%GARPMediumCharlotte, NC2026-10-22
China Universal Asset Management Co., Ltd.
17,352$342.5K0.0%GrowthMediumShanghai, France2026-10-28
Fractal Investments LLC
17,000$339.2K0.0%YieldLowGlastonbury, CT2026-10-28
ProShare Advisors LLC
16,521$329.6K0.0%GrowthLowBethesda, MD2026-10-29
Virginia Retirement Systems ET Al
16,500$329.2K0.0%CoreMediumRichmond, VA2026-10-28
Bradley & Co. Private Wealth Management, LLC
16,384$326.9K0.1%CoreVery LowMiami, FL2026-10-23
Cohen Klingenstein LLC
15,271$304.7K0.0%CoreVery LowNew York, NY2026-10-15
Marks Group Wealth Management, Inc
15,000$299.3K0.0%CoreMediumMinnetonka, MN2026-11-05
Wedmont Private Capital
14,959$304.7K0.0%IndexVery LowWest Chester, PA2026-10-09
Ethic Inc.
14,928$297.8K0.0%CoreLowNew York, NY2026-11-03
Swiss Life Asset Management Ltd
14,760$294.5K0.0%CoreLowZurich, Switzerland2026-11-03
Pictet Asset Management Holding SA
14,578$290.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Krilogy Financial LLC
14,524$305.0K0.0%GrowthLowSt. Louis, MO2026-10-13
Nisa Investment Advisors, LLC
11,670$232.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
HB Wealth Management, LLC
11,096$221.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Mutual of America Capital Management LLC
10,852$216.5K0.0%IndexLowNew York, NY2026-10-23
Granite Investment Partners, LLC
10,748$214.4K0.0%CoreMediumEl Segundo, CA2026-11-04
Pinnacle Wealth Planning Services, Inc.
9,183$183.2K0.0%GARPLowMansfield, OH2026-10-27
Assetmark, Inc
8,910$177.7K0.0%ETFLowConcord, CA2026-10-21
William B. Walkup & Associates, Inc.
8,816$175.9K0.1%ValueLowColumbia, SC2026-11-05
EverSource Wealth Advisors, LLC
8,241$164.4K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
7,678$153.2K0.0%IndexVery LowFoster City, CA2026-10-08
US Bancorp \de\
6,673$133.1K0.0%IndexLowMinneapolis, MN2026-11-05
Mirae Asset Global Investments Co., Ltd.
4,860$97.0K0.0%GrowthLowSeoul, Malaysia2026-11-03
Versant Capital Management, Inc
4,679$93.3K0.0%GARPLowPhoenix, AZ2026-10-02
Hazlett, Burt & Watson, Inc.
4,672$39.1K0.0%CoreVery LowWheeling, WV2026-11-04
DekaBank Deutsche Girozentrale
4,320$850.0%CoreLowFrankfurt, Hong Kong2026-10-27
Essential Partners LLC
4,084$81.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Caitong International Asset Management Co., Ltd
3,136$62.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Signaturefd, LLC
2,282$45.5K0.0%IndexLowAtlanta, GA2026-10-23
GF Fund Management Co. Ltd.
2,157$43.0K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Larson Financial Group LLC
2,101$41.9K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
1,527$30.5K0.0%GrowthLowTampa, FL2026-10-16
True Wealth Design, LLC
1,512$30.2K0.0%ETFMediumAkron, OH2026-10-13
Financial Management Professionals, Inc.
1,507$30.1K0.0%ETFMediumAustin, TX2026-10-23
Farther Finance Advisors, LLC
1,435$28.6K0.0%IndexLowSan Francisco, CA2026-10-08
Hara Capital LLC
1,430$28.5K0.0%Deep ValueMediumBellevue, WA2026-10-30
Fortitude Family Office, LLC
1,365$27.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Atwood & Palmer Inc
1,000$20.0K0.0%CoreVery LowKansas City, MO2026-10-08
Parallel Advisors, LLC
961$19.2K0.0%IndexLowSan Francisco, CA2026-11-03
Salomon & Ludwin, LLC
931$18.6K0.0%ETFVery LowRichmond, VA2026-10-29
Root Financial Partners, LLC
792$15.8K0.0%ETFMediumEncinitas, CA2026-10-21
Elyxium Wealth, LLC
739$14.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
SBI Securities Co., Ltd.
700$14.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Covestor Ltd
512$100.0%ValueHighLondon, United Kingdom2026-10-30
Eukles Asset Management
493$9.8K0.0%CoreLowCincinnati, OH2026-11-04
Plato Investment Management Ltd
448$9.0K0.0%CoreLowSydney, China2026-11-05
Duncker Streett & Co Inc
400$8.0K0.0%GrowthLowSt. Louis, MO2026-10-27
SJS Investment Consulting Inc.
308$6.1K0.0%ETFVery LowSylvania, OH2026-10-26
Physician Wealth Advisors, Inc.
300$6.0K0.0%ETFMediumMidvale, UT2026-10-20
Parkside Financial Bank & Trust
265$5.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Provenance Wealth Advisors, LLC
252$5.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
CoreCap Advisors, LLC
180$3.6K0.0%ETFMediumSouthfield, MI2026-10-08
Tradewinds Capital Management, LLC
170$3.4K0.0%ETFVery HighBellingham, WA2026-10-23
Mascoma Wealth Management LLC
150$3.0K0.0%ETFVery LowHanover, NH2026-10-23
Beacon Financial Strategies Corp
130$2.6K0.0%ETFVery LowRaleigh, NC2026-10-14
Bare Financial Services, Inc
123$2.5K0.0%ETFVery LowGap, PA2026-11-04
Hickory Point Bank & Trust
106$2.1K0.0%CoreVery LowDecatur, IL2026-10-01
Torren Management, LLC
105$2.1K0.0%ETFMediumSan Diego, CA2026-10-29
J.Safra Asset Management Corp
104$2.1K0.0%ETFLowNew York, NY2026-11-03
Trust Co of Vermont
88$1.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Farmers & Merchants Investments Inc
83$1.7K0.0%CoreVery LowLincoln, NE2026-10-22
Mather Group, Llc.
80$1.6K0.0%ETFMediumChicago, IL2026-10-14
Concord Wealth Partners
60$1.2K0.0%GrowthLowAbingdon, VA2026-11-02
Silver Grove Financial Group, Inc.
57$1.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Canton Hathaway, LLC
55$1.1K0.0%ValueLowProvidence, RI2026-10-23
Nova Financial LLC
50$9980.0%N/AN/ATucson, AZ2026-11-04
MV Capital Management, Inc.
50$9980.0%ETFLowBethesda, MD2026-10-29
UMB Private Wealth Management, LLC
48$9580.0%GrowthN/AKansas City, MO2026-10-19
Evolution Wealth Management Inc.
40$7980.0%ETFMediumFort Myers, FL2026-10-28
Hilton Head Capital Partners, LLC
40$7980.0%CoreMediumHilton Head Island, SC2026-10-23
Golden State Wealth Management, LLC
37$7380.0%ETFMediumSanta Ana, CA2026-11-02
Spire Wealth Management
33$6580.0%GrowthMediumMclean, VA2026-10-30
MTM Investment Management, LLC
26$5190.0%CoreVery LowSpartanburg, SC2026-10-30
CX Institutional
26$10.0%CoreMediumAuburn, IN2026-10-02
Ascentis Wealth Management, LLC
26$5180.0%Agg GrowthLowDallas, TX2026-11-03
GK Wealth Management LLC
25$4990.0%GARPVery HighReno, NV2026-10-09
TD Private Client Wealth LLC
25$4990.0%ETFLowNew York, NY2026-10-28
Private Trust Co NA
24$4790.0%CoreLowCleveland, OH2026-10-20
Holos Integrated Wealth LLC
22$4930.0%ETFLowKennett Square, PA2026-10-23
Hoey Investments, Inc
21$4190.0%Agg GrowthLowCoatesville, PA2026-10-29
Fairscale Capital, LLC
20$4260.0%GrowthVery LowNashua, NH2026-11-04
Archer Investment Corp
17$3390.0%CoreMediumCarmel, IN2026-11-05
Rossby Financial, LCC
16$3190.0%ETFMediumMelbourne, FL2026-11-05
JFS Wealth Advisors, LLC
12$2400.0%ETFVery LowHermitage, PA2026-11-03
Oakworth Capital, Inc.
10$2000.0%ETFLowBirmingham, AL2026-10-26
Gables Capital Management Inc.
10$2000.0%GrowthVery LowMiami, FL2026-11-04
Gilpin Wealth Management, LLC
9$1800.0%GrowthLowDenver, CO2026-10-09
Davis Capital Management
5$1000.0%CoreLowJacksonville, FL2026-10-08
Valley National Advisers Inc
5$1000.0%ETFLowBethlehem, PA2026-10-23
Financial Consulate, Inc
5$1000.0%ETFLowHunt Valley, MD2026-10-23
WPG Advisers, LLC
3$600.0%CoreLowBaltimore, MD2026-10-27
Cedar Mountain Advisors, LLC
2$400.0%ETFVery LowLake Oswego, OR2026-10-15
Key FInancial Inc
1$200.0%ETFLowWest Chester, PA2026-11-02