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Compiled from SEC Form N-PX filings and FORTREA HOLDINGS INC.’s Form 8-K, filed 2024-05-16 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore FORTREA HOLDINGS INC. in the interactive database Compare manager voting policies
These tallies are FORTREA HOLDINGS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-16 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Edward Pesicka | 73,429,206 | 4,816,629 | 31,458 | -- | 6,283,137 | Majority: yes |
| Elect Director: David Smith | 73,517,789 | 4,727,558 | 31,946 | -- | 6,283,137 | Majority: yes |
| Proposal 2: Ratification of Appointment of Independent Registered Public Accounting Firm The appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024 was ratified based upo | 84,385,312 | 133,412 | 41,706 | -- | 0 | Majority: yes |
| Proposal 3: Advisory Vote on the Compensation of the Company's Named Executive Officers The proposal to approve, on an advisory basis, the compensation of the Company's Named Executive Officers was approved based upon the following votes: | 71,701,466 | 6,512,815 | 63,012 | -- | 6,283,137 | Majority: yes |
Source: FORTREA HOLDINGS INC., Form 8-K, filed with the SEC on 2024-05-16 — read the filing on EDGAR.
Each item below shows how the 610 asset managers that disclosed a FORTREA HOLDINGS INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of FORTREA HOLDINGS INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held 2024-05-14.
Combines 21 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
FORTREA HOLDINGS INC.’s own tally for this item (“Proposal 3: Advisory Vote on the Compensation of the Company's Named Executive Officers The proposal to approve, on an advisory basis, the compensation of the Company's Named Executive Officers was approved based upon th”): 71,701,466 for, 6,512,815 against, per its Form 8-K filed 2024-05-16 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 89,400,000 outstanding shares: 80% for, 7% against (87% of the company cast a for/against vote).
The 599 asset managers below cast 92% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the total votes cast at the meeting.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 13,879,161 | 252 | 0 | 0 | For |
| Vanguard | 9,949,622 | 0 | 0 | 0 | For |
| Sessa Capital IM, L.P. | 6,375,000 | 0 | 0 | 0 | For |
| Baron Financial Group, LLC | 6,000,000 | 0 | 0 | 0 | For |
| State Street | 36,626 | 4,085,656 | 0 | 0 | Against |
| Fidelity | 3,367,381 | 403,862 | 0 | 0 | For |
| AllianceBernstein | 3,656,723 | 0 | 0 | 0 | For |
| Gates Capital Management, Inc. | 2,313,858 | 0 | 0 | 0 | For |
| John Hancock | 2,304,265 | 0 | 0 | 0 | For |
| Victory Capital | 2,205,664 | 0 | 0 | 0 | For |
| BECK MACK & OLIVER LLC | 2,130,661 | 0 | 0 | 0 | For |
| Coliseum Capital Management, LLC | 1,543,652 | 0 | 0 | 0 | For |
| BRANDES INVESTMENT PARTNERS, LP | 1,438,894 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,382,800 | 0 | 0 | 0 | For |
| NORDEA INVESTMENT MANAGEMENT AB | 29,646 | 1,147,710 | 0 | 0 | Against |
| Charles Schwab | 1,083,678 | 0 | 0 | 0 | For |
| FULLER & THALER ASSET MANAGEMENT, INC. | 734,199 | 0 | 0 | 0 | For |
| SCOPIA CAPITAL MANAGEMENT LP | 712,526 | 0 | 0 | 0 | For |
| Northern Trust | 598,592 | 61 | 0 | 0 | For |
| Invesco | 551,172 | 0 | 0 | 0 | For |
| BANK OF AMERICA NA | 514,345 | 0 | 0 | 0 | For |
| Goldman Sachs | 498,845 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 479,426 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 465,312 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 458,744 | 0 | 0 | 0 | For |
Showing the 25 largest of 599 asset managers. See all 599 in the interactive database.
Meeting held 2024-05-14.
Combines 10 wordings of this item as funds reported it.
99.9% fund support · no official result
The 547 asset managers below cast 99.9% of the shares they voted on this item FOR (946,282 for, 685 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 0 | 0 | One Year |
| Vanguard | 0 | 0 | 0 | 0 | One Year |
| State Street | 0 | 0 | 0 | 0 | One Year |
| Fidelity | 0 | 0 | 0 | 0 | One Year |
| AllianceBernstein | 0 | 0 | 0 | 0 | One Year |
| Gates Capital Management, Inc. | 0 | 0 | 0 | 0 | One Year |
| John Hancock | 0 | 0 | 0 | 0 | 1 Year |
| Victory Capital | 0 | 0 | 0 | 0 | One Year |
| BECK MACK & OLIVER LLC | 695,589 | 0 | 0 | 0 | 1 Year |
| BRANDES INVESTMENT PARTNERS, LP | 0 | 0 | 0 | 0 | 1 Year |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | One Year |
| Charles Schwab | 0 | 0 | 0 | 0 | 1 Year |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0 | 0 | 0 | 0 | One Year |
| Northern Trust | 0 | 0 | 0 | 0 | 1 Year |
| Invesco | 0 | 0 | 0 | 0 | One Year |
| BANK OF AMERICA NA | 0 | 0 | 0 | 0 | 1 Year |
| Goldman Sachs | 0 | 0 | 0 | 0 | One Year |
| PRINCIPAL GLOBAL INVESTORS | 0 | 0 | 0 | 0 | One Year |
| MELLON INVESTMENTS Corp | 0 | 0 | 0 | 0 | One Year |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0 | 0 | 0 | 0 | One Year |
| Dimensional | 0 | 0 | 0 | 0 | Three Years |
| BNY Mellon | 0 | 0 | 0 | 0 | One Year |
| PENN DAVIS MCFARLAND INC | 0 | 0 | 0 | 0 | 1 Year |
| Starboard | 0 | 0 | 0 | 0 | 1-Yr |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | One Year |
Showing the 25 largest of 547 asset managers. See all 547 in the interactive database.
Meeting held 2024-05-14.
Combines 7 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
FORTREA HOLDINGS INC.’s own tally for this item (“Proposal 2: Ratification of Appointment of Independent Registered Public Accounting Firm The appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending ”): 84,385,312 for, 133,412 against, per its Form 8-K filed 2024-05-16 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 89,400,000 outstanding shares: 94% for, 0.2% against (95% of the company cast a for/against vote).
The 97 asset managers below cast 99.8% of the shares they voted on this item FOR (35,042,887 for, 45,915 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 10,552,261 | 0 | 0 | 0 | For |
| Vanguard | 9,827,868 | 0 | 0 | 0 | For |
| Fidelity | 2,449,020 | 0 | 0 | 0 | For |
| John Hancock | 2,286,817 | 0 | 0 | 0 | For |
| State Street | 1,425,432 | 0 | 0 | 0 | For |
| AllianceBernstein | 1,156,832 | 0 | 0 | 0 | For |
| Victory Capital | 724,561 | 0 | 0 | 0 | For |
| SCOPIA CAPITAL MANAGEMENT LP | 712,526 | 0 | 0 | 0 | For |
| Charles Schwab | 519,386 | 0 | 0 | 0 | For |
| Capitol Series Trust | 445,900 | 0 | 0 | 0 | For |
| MoA Funds Corp | 344,093 | 0 | 0 | 0 | For |
| Dimensional | 298,350 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 260,038 | 0 | 0 | 0 | For |
| Invesco | 254,939 | 0 | 0 | 0 | For |
| Jackson National | 253,801 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 240,998 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 234,195 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 229,798 | 0 | 0 | 0 | For |
| TIAA | 204,535 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 175,734 | 0 | 0 | 0 | For |
| Goldman Sachs | 174,757 | 0 | 0 | 0 | For |
| JPMorgan | 164,515 | 0 | 0 | 0 | For |
| BNY Mellon | 163,066 | 0 | 0 | 0 | For |
| Lincoln Financial | 152,054 | 0 | 0 | 0 | For |
| Pacific Life | 128,077 | 0 | 0 | 0 | For |
Showing the 25 largest of 97 asset managers. See all 97 in the interactive database.
Meeting held 2024-05-14.
Combines 5 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
FORTREA HOLDINGS INC.’s own tally for this item (“Elect Director: David Smith”): 73,517,789 for, 4,727,558 against, per its Form 8-K filed 2024-05-16 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 89,400,000 outstanding shares: 82% for, 5% against (88% of the company cast a for/against vote).
The 96 asset managers below cast 89% of the shares they voted on this item FOR (30,686,352 for, 3,689,924 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 10,552,261 | 0 | 0 | 0 | For |
| Vanguard | 9,827,868 | 0 | 0 | 0 | For |
| Fidelity | 1,487,891 | 961,129 | 0 | 0 | For |
| John Hancock | 146,206 | 2,140,611 | 0 | 0 | Against |
| State Street | 1,425,432 | 0 | 0 | 0 | For |
| AllianceBernstein | 1,156,832 | 0 | 0 | 0 | For |
| Victory Capital | 724,561 | 0 | 0 | 0 | For |
| Charles Schwab | 519,386 | 0 | 0 | 0 | For |
| Capitol Series Trust | 445,900 | 0 | 0 | 0 | For |
| MoA Funds Corp | 344,093 | 0 | 0 | 0 | For |
| Dimensional | 298,350 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 260,038 | 0 | 0 | 0 | For |
| Invesco | 254,939 | 0 | 0 | 0 | For |
| Jackson National | 253,801 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 240,998 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 64,903 | 169,292 | 0 | 0 | Against |
| AIG/SunAmerica | 229,798 | 0 | 0 | 0 | For |
| TIAA | 204,535 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 175,734 | 0 | 0 | Against |
| Goldman Sachs | 126,904 | 47,853 | 0 | 0 | For |
| JPMorgan | 164,515 | 0 | 0 | 0 | For |
| BNY Mellon | 163,066 | 0 | 0 | 0 | For |
| Lincoln Financial | 152,054 | 0 | 0 | 0 | For |
| Pacific Life | 91,379 | 36,698 | 0 | 0 | For |
| Empower | 120,865 | 0 | 0 | 0 | For |
Showing the 25 largest of 96 asset managers. See all 96 in the interactive database.
Meeting held 2024-05-14.
Combines 5 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
FORTREA HOLDINGS INC.’s own tally for this item (“Elect Director: Edward Pesicka”): 73,429,206 for, 4,816,629 against, per its Form 8-K filed 2024-05-16 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 89,400,000 outstanding shares: 82% for, 5% against (88% of the company cast a for/against vote).
The 96 asset managers below cast 89% of the shares they voted on this item FOR (30,686,352 for, 3,689,924 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 10,552,261 | 0 | 0 | 0 | For |
| Vanguard | 9,827,868 | 0 | 0 | 0 | For |
| Fidelity | 1,487,891 | 961,129 | 0 | 0 | For |
| John Hancock | 146,206 | 2,140,611 | 0 | 0 | Against |
| State Street | 1,425,432 | 0 | 0 | 0 | For |
| AllianceBernstein | 1,156,832 | 0 | 0 | 0 | For |
| Victory Capital | 724,561 | 0 | 0 | 0 | For |
| Charles Schwab | 519,386 | 0 | 0 | 0 | For |
| Capitol Series Trust | 445,900 | 0 | 0 | 0 | For |
| MoA Funds Corp | 344,093 | 0 | 0 | 0 | For |
| Dimensional | 298,350 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 260,038 | 0 | 0 | 0 | For |
| Invesco | 254,939 | 0 | 0 | 0 | For |
| Jackson National | 253,801 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 240,998 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 64,903 | 169,292 | 0 | 0 | Against |
| AIG/SunAmerica | 229,798 | 0 | 0 | 0 | For |
| TIAA | 204,535 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 175,734 | 0 | 0 | Against |
| Goldman Sachs | 126,904 | 47,853 | 0 | 0 | For |
| JPMorgan | 164,515 | 0 | 0 | 0 | For |
| BNY Mellon | 163,066 | 0 | 0 | 0 | For |
| Lincoln Financial | 152,054 | 0 | 0 | 0 | For |
| Pacific Life | 91,379 | 36,698 | 0 | 0 | For |
| Empower | 120,865 | 0 | 0 | 0 | For |
Showing the 25 largest of 96 asset managers. See all 96 in the interactive database.
Meeting held 2024-05-14.
100% fund support · no official result
The 12 asset managers below cast 100% of the shares they voted on this item FOR (1,177,386 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| NORDEA INVESTMENT MANAGEMENT AB | 1,177,356 | 0 | 0 | 0 | For |
| Capitol Series Trust | 0 | 0 | 0 | 0 | One Year |
| Varenne Capital Partners | 0 | 0 | 0 | 0 | One Year |
| APG Asset Management US Inc. | 0 | 0 | 0 | 0 | One Year |
| JPMorgan | 0 | 0 | 0 | 0 | One Year |
| Empower | 0 | 0 | 0 | 0 | One Year |
| Desjardins Global Asset Management Inc. | 0 | 0 | 0 | 0 | One Year |
| Regime de rentes du Mouvement Desjardins | 0 | 0 | 0 | 0 | One Year |
| Fractal Investments LLC | 0 | 0 | 0 | 0 | Unknown |
| Symmetry Panoramic Trust | 0 | 0 | 905 | 0 | Abstain |
| Rock Point Advisors, LLC | 0 | 0 | 0 | 0 | One Year |
| Coyle Financial Counsel LLC | 30 | 0 | 0 | 0 | For |
Meeting held 2024-05-14.
Combines 2 wordings of this item as funds reported it.
— fund support · no official result
No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Sessa Capital IM, L.P. | 0 | 0 | 0 | 0 | 1 Year |
| SCOPIA CAPITAL MANAGEMENT LP | 0 | 0 | 0 | 0 | 1 Year |
| HAHN CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | 1 Year |
| Penobscot Investment Management Company, Inc. | 0 | 0 | 0 | 0 | 1 |
| GRIMES & COMPANY, INC. | 0 | 0 | 0 | 0 | 1 Year |
| OLD SECOND NATIONAL BANK OF AURORA | 0 | 0 | 0 | 0 | 2 Years |
Meeting held 2024-05-14.
Combines 3 wordings of this item as funds reported it.
— fund support · no official result
No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Clearline Capital LP | 0 | 0 | 0 | 0 | 1 Year |
| Fiera Capital Corp | 0 | 0 | 0 | 0 | 1-Year |
| IPConcept (Luxemburg) S.A. | 0 | 0 | 0 | 0 | -- |
Meeting held 2025-06-10 (outside the 2023-2024 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
FORTREA HOLDINGS INC.’s own tally for this item (“Proposal 3: Advisory Vote on the Compensation of the Company's Named Executive Officers The proposal to approve, on an advisory basis, the compensation of the Company's Named Executive Officers was approved based upon th”): 68,050,281 for, 3,302,818 against, per its Form 8-K filed 2025-06-12 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 89,400,000 outstanding shares: 76% for, 4% against (80% of the company cast a for/against vote).
The 3 asset managers below cast 100% of the shares they voted on this item FOR (533 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Argyle Capital Management, LLC | 374 | 0 | 0 | 0 | For |
| Weil Company, Inc. | 134 | 0 | 0 | 0 | For |
| Foster Victor Wealth Advisors, LLC | 25 | 0 | 0 | 0 | For |
Ranked by the number of FORTREA HOLDINGS INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 89,400,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 15.53% |
| 2 | Vanguard | 11.13% |
| 3 | Sessa Capital IM, L.P. | 7.13% |
| 4 | Baron Financial Group, LLC | 6.71% |
| 5 | State Street | 4.61% |
| 6 | Fidelity | 4.22% |
| 7 | AllianceBernstein | 4.09% |
| 8 | Gates Capital Management, Inc. | 2.59% |
| 9 | John Hancock | 2.58% |
| 10 | Victory Capital | 2.47% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 15.87% | 13F |
| Vanguard Group | 9.03% | 13F |
| Goldman Sachs | 8.92% | 13F |
| Sessa Capital (Master), L.P. | 7.13% | DEF14A |
| Starboard Value LP | 6.86% | DEF14A |
| State Street | 3.51% | 13F |
| FMR (Fidelity) | 3.41% | 13F |
| Morgan Stanley | 3.14% | 13F |
| Citadel Advisors | 1.74% | 13F |
| Geode Capital | 1.55% | 13F |
Percentages above are of 89,400,000 shares outstanding, as reported by FORTREA HOLDINGS INC. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from FORTREA HOLDINGS INC.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At FORTREA HOLDINGS INC.'s shareholder meeting held 2024-05-14, in the 2023-2024 proxy season, 610 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,998 separate fund positions. Their filings are grouped here into 9 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — Advisory vote to approve compensation for our named executive officers. — FOR was 92% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: FORTREA HOLDINGS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-05-16.
FORTREA HOLDINGS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.