Vault-13

THERMON GROUP HLDGS INC

COM · Common Stock · CUSIP 88362T103

3 institutional holders -213 vs Q1 2026
78,20078.2k shares reported held*
$4.8mreported value*
1 new 0 added 2 reduced 209 sold out net sold ≈ $2.0bn (-32.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $61.14.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 120Q4 22: 134Q1 23: 156Q2 23: 154Q3 23: 151Q4 23: 160Q1 24: 147Q2 24: 156Q3 24: 152Q4 24: 170Q1 25: 161Q2 25: 170Q3 25: 158Q4 25: 193Q1 26: 216Q2 26: 33Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022120
Q4 2022134
Q1 2023156
Q2 2023154
Q3 2023151
Q4 2023160
Q1 2024147
Q2 2024156
Q3 2024152
Q4 2024170
Q1 2025161
Q2 2025170
Q3 2025158
Q4 2025193
Q1 2026216
Q2 20263

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 77 bought or addedQ3 24: 63 cut or sold outQ4 24: 85 bought or addedQ4 24: 67 cut or sold outQ4 24Q1 25: 76 bought or addedQ1 25: 78 cut or sold outQ2 25: 94 bought or addedQ2 25: 74 cut or sold outQ2 25Q3 25: 83 bought or addedQ3 25: 80 cut or sold outQ4 25: 104 bought or addedQ4 25: 83 cut or sold outQ4 25Q1 26: 115 bought or addedQ1 26: 113 cut or sold outQ2 26: 1 bought or addedQ2 26: 211 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247763
Q4 20248567
Q1 20257678
Q2 20259474
Q3 20258380
Q4 202510483
Q1 2026115113
Q2 20261211

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $1.2mQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $3.4mQ1 26 puts: $2.0mQ1 26P/C 0.58Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$1.2m$00.00
Q1 2026$3.4m$2.0m0.58
Q2 2026$0$0—

Biggest buyers

IFP Advisors, Inc New +6+6

Biggest sellers

FMR LLC Sold out -2,970,723-3.0m
BlackRock, Inc. Sold out -2,588,149-2.6m
DIMENSIONAL FUND ADVISORS LP Sold out -1,730,100-1.7m
VANGUARD PORTFOLIO MANAGEMENT LLC Sold out -1,404,091-1.4m
VANGUARD CAPITAL MANAGEMENT LLC Sold out -1,387,057-1.4m
Medina Value Partners, LLC Sold out -966,319-966.3k
GW&K Investment Management, LLC Sold out -952,518-952.5k
GEODE CAPITAL MANAGEMENT, LLC Sold out -832,516-832.5k
WESTWOOD HOLDINGS GROUP INC Sold out -782,763-782.8k
STATE STREET CORP Sold out -772,529-772.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: GLAZER CAPITAL, LLC (0.0%, 2026-08-13), FMR LLC (0.0%, 2026-08-06), DIMENSIONAL FUND ADVISORS LP (0.0%, 2026-07-14), VANGUARD GROUP INC (0.0%, 2026-03-27), T. Rowe Price Investment Management, Inc. (3.5%, 2025-11-14)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 78,19378.2k $4.8m $4.8m 0.00% Reduced -350.0k -349,986
2 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 66 $367 $367 0.00% New
3 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $61 $61 0.00% Reduced -143 -143