Free Trial
→ Why Trump’s “Smart Dollar” could rewrite the rules (From Stansberry Research) (Ad)tc pixel Free ADV Stock Alerts

Advantage Solutions (ADV) Institutional Ownership

Advantage Solutions logo
$1.96 +0.06 (+3.26%)
As of 09:50 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Advantage Solutions (NASDAQ:ADV)

Current
Institutional Ownership
Percentage
49.82%
Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$20.27M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$12.82M
Get ADV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Advantage Solutions stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ADV Institutional Buying and Selling by Quarter

Advantage Solutions Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Tower Research Capital LLC TRC 35,394$47K0.0%+143.2%0.011%
8/15/2025 Bridgeway Capital Management LLC2,687,907$3.55M0.1%-7.1%0.829%
8/15/2025 Bank of America Corp DE71,676$95K0.0%+21.8%0.022%
8/14/2025 Jane Street Group LLC273,487$361K0.0%-37.1%0.084%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.51,505$68K0.0%-18.2%0.016%
8/13/2025 Kennedy Capital Management LLC277,584$366K0.0%+9.4%0.086%
8/13/2025 Invesco Ltd.241,662$319K0.0%-18.2%0.075%
8/13/2025 Northwestern Mutual Wealth Management Co.23,781$31K0.0%N/A0.007%
8/13/2025 Russell Investments Group Ltd.259,520$343K0.0%-44.7%0.080%
8/12/2025 Prudential Financial Inc.634,305$837K0.0%-1.5%0.196%
8/12/2025 JPMorgan Chase & Co.95,936$127K0.0%-59.4%0.030%
8/11/2025 Mosaic Family Wealth Partners LLC505,000$667K0.1%+17.4%0.156%
8/8/2025 Intech Investment Management LLC81,568$108K0.0%-16.6%0.025%
8/8/2025 Creative Planning19,461$26K0.0%N/A0.006%
8/8/2025 Geode Capital Management LLC2,159,482$2.85M0.0%-2.8%0.666%
8/7/2025 Los Angeles Capital Management LLC149,054$197K0.0%+26.5%0.046%
8/5/2025 Levin Capital Strategies L.P.355,000$469K0.0%+69.0%0.109%
7/29/2025 Private Wealth Management Group LLC26,570$35K0.0%N/A0.008%
7/25/2025 NorthRock Partners LLC186,245$244K0.0%+114.1%0.057%
7/24/2025 Inspire Investing LLC297,843$393K0.0%+28.5%0.092%
6/27/2025 Goldman Sachs Group Inc.356,382$538K0.0%-44.5%0.110%
6/3/2025 Inspire Investing LLC231,825$350K0.0%+68.0%0.071%
5/29/2025Rhumbline Advisers153,491$232K0.0%-5.7%0.047%
5/28/2025Strs Ohio77,800$117K0.0%N/A0.024%
5/19/2025Jane Street Group LLC434,726$656K0.0%-15.9%0.135%
5/16/2025Empowered Funds LLC1,769,040$2.67M0.0%+4.0%0.550%
5/16/2025Goldman Sachs Group Inc.356,382$538K0.0%-44.5%0.111%
5/16/2025Bridgeway Capital Management LLC2,893,683$4.37M0.1%-8.2%0.900%
5/16/2025AQR Capital Management LLC41,182$62K0.0%-84.6%0.013%
5/16/2025Ancora Advisors LLC469,863$709K0.0%-43.4%0.146%
5/15/2025Contrarian Capital Management L.L.C.1,451,140$2.19M0.6%+13.5%0.451%
5/14/2025MetLife Investment Management LLC22,833$34K0.0%-64.4%0.007%
5/14/2025T. Rowe Price Investment Management Inc.14,458,747$21.83M0.0%-2.3%4.499%
5/14/2025Hsbc Holdings PLC110,132$166K0.0%+15.3%0.034%
5/13/2025American Century Companies Inc.165,077$249K0.0%+15.5%0.051%
5/13/2025Russell Investments Group Ltd.469,684$709K0.0%+22.7%0.146%
5/12/2025Nuveen LLC393,241$594K0.0%N/A0.122%
5/12/2025Invesco Ltd.295,421$446K0.0%+12.3%0.092%
5/12/2025Swiss National Bank186,376$281K0.0%-15.6%0.058%
5/9/2025Deutsche Bank AG120,461$182K0.0%+8.5%0.037%
5/9/2025Charles Schwab Investment Management Inc.1,048,305$1.58M0.0%+63.9%0.326%
5/9/2025Levin Capital Strategies L.P.210,000$317K0.0%+37.7%0.065%
5/8/2025XTX Topco Ltd84,920$128K0.0%+40.1%0.026%
5/2/2025Mosaic Family Wealth Partners LLC430,000$649K0.1%+19.4%0.134%
4/18/2025Cornerstone Wealth Management LLC16,830$25K0.0%N/A0.005%
4/8/2025Rhumbline Advisers153,491$232K0.0%-5.7%0.048%
4/8/2025St. Louis Financial Planners Asset Management LLC29,674$45K0.0%N/A0.009%
2/20/2025Forum Financial Management LP11,527$34K0.0%N/A0.004%
2/18/2025Mosaic Family Wealth Partners LLC360,000$1.05M0.2%+10.8%0.112%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC230,293$672K0.0%+18.1%0.072%
2/17/2025Vident Advisory LLC10,381$30K0.0%-95.1%0.003%
2/17/2025Sovereign s Capital Management LLC890,225$2.60M1.7%N/A0.278%
2/17/2025State of Wyoming33,817$99K0.0%N/A0.011%
2/17/2025Prentice Capital Management LP58,323$170K0.3%-32.4%0.018%
2/17/2025ProShare Advisors LLC29,823$87K0.0%+47.5%0.009%
2/17/2025Nuveen Asset Management LLC276,759$808K0.0%-34.6%0.086%
2/17/2025NorthRock Partners LLC105,462$308K0.0%+17.5%0.033%
2/17/2025Millennium Management LLC600,149$1.75M0.0%+193.5%0.187%
2/17/2025Humankind Investments LLC10,529$31K0.0%N/A0.003%
2/17/2025Gotham Asset Management LLC16,415$48K0.0%-21.6%0.005%
2/17/2025Deutsche Bank AG110,984$324K0.0%+44.8%0.035%
2/17/2025CastleKnight Management LP3,924,922$11.46M0.3%+61.7%1.224%
2/17/2025Bridgeway Capital Management LLC3,150,863$9.20M0.2%+1.7%0.982%
2/17/2025Brevan Howard Capital Management LP16,132$47K0.0%N/A0.005%
2/17/2025Balyasny Asset Management L.P.27,195$79K0.0%-18.1%0.008%
2/17/2025Bank of America Corp DE131,652$384K0.0%+43.3%0.041%
2/17/2025BNP Paribas Financial Markets13,463$39K0.0%N/A0.004%
2/17/2025Ancora Advisors LLC829,872$2.42M0.1%+0.6%0.259%
2/17/2025Aristeia Capital L.L.C.23,625$69K0.0%-83.1%0.007%
2/14/2025Jane Street Group LLC517,040$1.51M0.0%-14.5%0.161%
2/14/2025Northern Trust Corp885,048$2.58M0.0%+6.5%0.276%
2/14/2025Price T Rowe Associates Inc. MD39,715$116K0.0%+16.1%0.012%
2/14/2025T. Rowe Price Investment Management Inc.14,797,929$43.21M0.0%-5.7%4.614%
2/14/2025Dimensional Fund Advisors LP4,684,721$13.68M0.0%+11.4%1.461%
2/14/2025Forum Financial Management LP11,527$34K0.0%N/A0.004%
2/13/2025Marshall Wace LLP41,858$122K0.0%-80.1%0.013%
2/13/2025Barclays PLC182,960$534K0.0%+10.2%0.057%
2/13/2025Kennedy Capital Management LLC644,168$1.88M0.0%-13.2%0.201%
2/13/2025LSV Asset Management138,300$404K0.0%-30.3%0.043%
2/13/2025Renaissance Technologies LLC648,500$1.89M0.0%+1.1%0.202%
2/13/2025Legal & General Group Plc112,022$327K0.0%-9.9%0.035%
2/13/2025Invesco Ltd.263,179$768K0.0%-9.7%0.082%
2/13/2025Dynamic Technology Lab Private Ltd11,372$33K0.0%N/A0.004%
2/13/2025Wells Fargo & Company MN112,424$328K0.0%+23.5%0.035%
2/12/2025Arrowstreet Capital Limited Partnership569,869$1.66M0.0%+12.5%0.178%
2/12/2025JPMorgan Chase & Co.525,482$1.53M0.0%+62.5%0.164%
2/11/2025Prudential Financial Inc.732,675$2.14M0.0%+1.0%0.228%
2/11/2025Corebridge Financial Inc.52,650$154K0.0%-8.0%0.016%
2/11/2025KLP Kapitalforvaltning AS16,400$48K0.0%N/A0.005%
2/11/2025Intech Investment Management LLC46,594$136K0.0%+61.5%0.015%
2/7/2025PNC Financial Services Group Inc.350,134$1.02M0.0%N/A0.109%
2/6/2025a16z Perennial Management L.P.18,867$55K0.0%N/A0.006%
2/6/2025Victory Capital Management Inc.48,864$143K0.0%N/A0.015%
2/6/2025Charles Schwab Investment Management Inc.639,503$1.87M0.0%-5.8%0.199%
2/5/2025Levin Capital Strategies L.P.152,500$445K0.0%-29.1%0.048%
2/4/2025Bank of New York Mellon Corp273,540$799K0.0%-40.6%0.085%
1/31/2025CIBC Asset Management Inc10,269$30K0.0%N/A0.003%
1/31/2025Principal Financial Group Inc.59,558$174K0.0%+7.9%0.019%
1/30/2025Rhumbline Advisers162,734$475K0.0%+6.5%0.051%
1/28/2025a16z Perennial Management L.P.18,867$55K0.0%N/A0.006%
(Data available from 1/1/2016 forward)

ADV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ADV shares?

During the previous two years, 104 institutional investors and hedge funds held shares of Advantage Solutions. The most heavily invested institutionals were CVC Management Holdings II Ltd. ($262.79M), Vanguard Group Inc. ($36.25M), Atairos Partners GP Inc. ($35.37M), T. Rowe Price Investment Management Inc. ($21.83M), Baupost Group LLC MA ($17.48M), Dimensional Fund Advisors LP ($13.68M), and CastleKnight Management LP ($11.46M).Learn more on Advantage Solutions' institutional investors.

What percentage of Advantage Solutions' stock is owned by institutional investors?

49.82% of Advantage Solutions' stock is owned by institutional investors. Learn more on ADV's institutional investor holdings.

Which institutional investors have been buying Advantage Solutions' stock?

Of the 84 institutional investors that purchased Advantage Solutions' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atairos Partners GP Inc. ($9.00M), Dimensional Fund Advisors LP ($1.87M), CastleKnight Management LP ($1.50M), CVC Management Holdings II Ltd. ($902.42K), Sovereign s Capital Management LLC ($890.23K), BlackBarn Capital Partners LP ($816.61K), and Kennedy Capital Management LLC ($752.87K).

How much institutional buying is happening at Advantage Solutions?

Institutional investors have bought a total of 7,808,978 shares in the last 24 months. This purchase volume represents approximately $20.27M in transactions.

Which of Advantage Solutions' major shareholders have been selling company stock?

Of the 33 institutional investors that sold Advantage Solutions' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($1.23M), Goldman Sachs Group Inc. ($570.90K), Geode Capital Management LLC ($564.40K), Bridgeway Capital Management LLC ($462.96K), Ancora Advisors LLC ($360.01K), Jane Street Group LLC ($331.10K), and AQR Capital Management LLC ($226.14K).

How much institutional selling is happening at Advantage Solutions?

Institutional investors have sold a total of 5,671,738 shares in the last 24 months. This volume of shares sold represents approximately $12.82M in transactions.


Related Companies

This page (NASDAQ:ADV) was last updated on 9/15/2025 by MarketBeat.com Staff
From Our Partners
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
GENIUS Act: The Plot to Seize Your Cash?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel