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Advantage Solutions (ADV) Institutional Ownership

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$37.78 +1.15 (+3.14%)
Closing price 04:00 PM Eastern
Extended Trading
$37.89 +0.11 (+0.29%)
As of 04:33 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
49.82%
Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$320.67M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$409.11M
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ADV Institutional Buying and Selling by Quarter

Advantage Solutions Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/19/2026T. Rowe Price Investment Management Inc.2,950,137$2.60M0.0%-53.9%0.904%
2/19/2026Invesco Ltd.169,408$149K0.0%-18.6%0.052%
2/18/2026Empowered Funds LLC1,530,529$1.35M0.0%-11.5%0.469%
2/18/2026Stoic Point Capital Management LLC1,562,158$1.38M1.2%N/A0.479%
2/18/2026Millennium Management LLC400,638$353K0.0%-79.7%0.123%
2/18/2026 Inspire Investing LLC554,271$488K0.0%+87.3%0.170%
2/18/2026CastleKnight Management LP11,794,950$10.38M0.2%+18.1%3.615%
2/18/2026Bridgeway Capital Management LLC1,935,529$1.70M0.0%-24.9%0.593%
2/17/2026T. Rowe Price Investment Management Inc.2,654,282$2.34M0.0%-58.5%0.814%
2/17/2026Russell Investments Group Ltd.54,666$48K0.0%-95.2%0.017%
2/17/2026Graham Capital Management L.P.88,862$78K0.0%+285.1%0.027%
2/17/2026Sovereign s Capital Management LLC223,629$197K0.1%-73.2%0.069%
2/16/2026Squarepoint Ops LLC175,542$154K0.0%+760.9%0.054%
2/13/2026Contrarian Capital Management L.L.C.1,000,000$880K0.2%-41.2%0.306%
2/13/2026Charles Schwab Investment Management Inc.3,761,016$3.31M0.0%+37.4%1.153%
2/13/2026State Street Corp2,180,442$1.92M0.0%+4.2%0.668%
2/13/2026Wells Fargo & Company MN164,316$145K0.0%+25.3%0.050%
2/12/2026Renaissance Technologies LLC801,200$705K0.0%+3.9%0.246%
2/12/2026Dimensional Fund Advisors LP4,037,164$3.55M0.0%-6.3%1.237%
2/11/2026Empowered Funds LLC1,530,529$1.35M0.0%-11.5%0.469%
2/11/2026Los Angeles Capital Management LLC134,560$118K0.0%+25.9%0.041%
2/11/2026WINTON GROUP Ltd126,406$111K0.0%N/A0.039%
2/10/2026Goldman Sachs Group Inc.116,042$102K0.0%+39.9%0.036%
2/10/2026Intech Investment Management LLC46,574$41K0.0%-25.3%0.014%
2/9/2026Geode Capital Management LLC2,763,633$2.43M0.0%+0.8%0.847%
1/30/2026 Citizens Financial Group Inc. RI208,000$183K0.0%+73.0%0.064%
1/30/2026Levin Capital Strategies L.P.89,560$79K0.0%-52.8%0.027%
1/1/2026JPMorgan Chase & Co.171,345$262K0.0%+78.6%0.053%
11/17/2025Voleon Capital Management LP23,218$36K0.0%N/A0.007%
11/17/2025Verition Fund Management LLC99,793$153K0.0%N/A0.031%
11/17/2025Susquehanna International Group LLP36,011$55K0.0%-78.1%0.011%
11/17/2025Millennium Management LLC1,973,940$3.02M0.0%+71.7%0.605%
11/17/2025Bank of America Corp DE287,841$440K0.0%+301.6%0.088%
11/14/2025Virtu Financial LLC23,261$36K0.0%N/A0.007%
11/14/2025Two Sigma Investments LP23,059$35K0.0%N/A0.007%
11/14/2025Bridgeway Capital Management LLC2,578,641$3.95M0.1%-4.1%0.791%
11/14/2025Squarepoint Ops LLC20,391$31K0.0%-57.6%0.006%
11/13/2025Kennedy Capital Management LLC449,435$688K0.0%+61.9%0.138%
11/13/2025Contrarian Capital Management L.L.C.1,700,000$2.60M0.7%+5.5%0.522%
11/13/2025BNP Paribas Financial Markets30,346$46K0.0%+220.0%0.009%
11/13/2025Russell Investments Group Ltd.1,134,401$1.74M0.0%+337.1%0.348%
11/12/2025Dimensional Fund Advisors LP4,308,757$6.59M0.0%-7.1%1.322%
11/12/2025Intech Investment Management LLC62,345$95K0.0%-23.6%0.019%
11/7/2025Levin Capital Strategies L.P.189,560$290K0.0%-46.6%0.058%
11/7/2025Vanguard Group Inc.2,675,768$4.09M0.0%+40.7%0.821%
11/7/2025JPMorgan Chase & Co.171,345$262K0.0%+78.6%0.053%
10/24/2025 Citizens Financial Group Inc. RI120,199$184K0.0%N/A0.037%
10/9/2025Voya Investment Management LLC19,611$30K0.0%-36.1%0.006%
8/15/2025Tower Research Capital LLC TRC 35,394$47K0.0%+143.2%0.011%
8/15/2025Bridgeway Capital Management LLC2,687,907$3.55M0.1%-7.1%0.829%
8/15/2025Bank of America Corp DE71,676$95K0.0%+21.8%0.022%
8/14/2025Jane Street Group LLC273,487$361K0.0%-37.1%0.084%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.51,505$68K0.0%-18.2%0.016%
8/13/2025Kennedy Capital Management LLC277,584$366K0.0%+9.4%0.086%
8/13/2025Invesco Ltd.241,662$319K0.0%-18.2%0.075%
8/13/2025Northwestern Mutual Wealth Management Co.23,781$31K0.0%N/A0.007%
8/13/2025Russell Investments Group Ltd.259,520$343K0.0%-44.7%0.080%
8/12/2025Prudential Financial Inc.634,305$837K0.0%-1.5%0.196%
8/12/2025JPMorgan 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%
8/8/2025Intech Investment Management LLC81,568$108K0.0%-16.6%0.025%
8/8/2025Creative Planning19,461$26K0.0%N/A0.006%
8/8/2025Geode Capital Management LLC2,159,482$2.85M0.0%-2.8%0.666%
8/7/2025Los Angeles Capital Management LLC149,054$197K0.0%+26.5%0.046%
8/5/2025Levin 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%
7/25/2025NorthRock Partners LLC186,245$244K0.0%+114.1%0.057%
7/24/2025 Inspire Investing LLC297,843$393K0.0%+28.5%0.092%
6/27/2025Goldman 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%


ADV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ADV shares?

During the previous two years, 102 institutional investors and hedge funds held shares of Advantage Solutions. The most heavily invested institutionals were CVC Management Holdings II Ltd. ($262.79M), Atairos Partners GP Inc. ($35.37M), CastleKnight Management LP ($10.38M), Kent Lake Capital LLC ($6.35M), Vanguard Group Inc. ($4.09M), Dimensional Fund Advisors LP ($3.55M), and Charles Schwab Investment Management Inc. ($3.31M).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 85 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. ($6.73M), CastleKnight Management LP ($3.30M), Dimensional Fund Advisors LP ($1.87M), Stoic Point Capital Management LLC ($1.56M), Charles Schwab Investment Management Inc. ($1.43M), Millennium Management LLC ($1.22M), and Russell Investments Group Ltd. ($961.80K).

How much institutional buying is happening at Advantage Solutions?

Institutional investors have bought a total of 10,737,856 shares in the last 24 months. This purchase volume represents approximately $320.67M in transactions.

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

Of the 25 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. ($7.53M), Millennium Management LLC ($1.57M), Russell Investments Group Ltd. ($1.29M), Bridgeway Capital Management LLC ($1.22M), Contrarian Capital Management L.L.C. ($700K), Sovereign s Capital Management LLC ($610.21K), and Dimensional Fund Advisors LP ($598.43K).

How much institutional selling is happening at Advantage Solutions?

Institutional investors have sold a total of 16,203,160 shares in the last 24 months. This volume of shares sold represents approximately $409.11M in transactions.



This page (NASDAQ:ADV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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