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Advantage Solutions (ADV) Institutional Ownership

Advantage Solutions logo
$31.45 -0.47 (-1.47%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Advantage Solutions (NASDAQ:ADV)

Current
Institutional Ownership
Percentage
49.82%
Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$247.68M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$347.54M
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ADV Institutional Buying and Selling by Quarter

Advantage Solutions Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP725,000$594K0.0%-55.9%5.654%
8/24/2026 California State Teachers Retirement System2,594$112K0.0%N/A0.020%
8/6/2026 Bank of New York Mellon Corp12,187$527K0.0%+7.8%0.092%
2/19/2026 T. Rowe Price Investment Management Inc.2,950,137$2.60M0.0%-53.9%0.904%
2/19/2026 Invesco Ltd.169,408$149K0.0%-18.6%0.052%
2/18/2026 Empowered Funds LLC1,530,529$1.35M0.0%-11.5%0.469%
2/18/2026 Stoic Point Capital Management LLC1,562,158$1.38M1.2%N/A0.479%
2/18/2026 Millennium Management LLC400,638$353K0.0%-79.7%0.123%
2/18/2026 Inspire Investing LLC554,271$488K0.0%+87.3%0.170%
2/18/2026 CastleKnight Management LP11,794,950$10.38M0.2%+18.1%3.615%
2/18/2026 Bridgeway Capital Management LLC1,935,529$1.70M0.0%-24.9%0.593%
2/17/2026 T. Rowe Price Investment Management Inc.2,654,282$2.34M0.0%-58.5%0.814%
2/17/2026 Russell Investments Group Ltd.54,666$48K0.0%-95.2%0.017%
2/17/2026 Graham Capital Management L.P.88,862$78K0.0%+285.1%0.027%
2/17/2026 Sovereign s Capital Management LLC223,629$197K0.1%-73.2%0.069%
2/16/2026 Squarepoint Ops LLC175,542$154K0.0%+760.9%0.054%
2/13/2026 Contrarian Capital Management L.L.C.1,000,000$880K0.2%-41.2%0.306%
2/13/2026 Charles Schwab Investment Management Inc.3,761,016$3.31M0.0%+37.4%1.153%
2/13/2026 State Street Corp2,180,442$1.92M0.0%+4.2%0.668%
2/13/2026 Wells Fargo & Company MN164,316$145K0.0%+25.3%0.050%
2/12/2026 Renaissance Technologies LLC801,200$705K0.0%+3.9%0.246%
2/12/2026 Dimensional Fund Advisors LP4,037,164$3.55M0.0%-6.3%1.237%
2/11/2026 Empowered Funds LLC1,530,529$1.35M0.0%-11.5%0.469%
2/11/2026 Los Angeles Capital Management LLC134,560$118K0.0%+25.9%0.041%
2/11/2026 WINTON GROUP Ltd126,406$111K0.0%N/A0.039%
2/10/2026 Goldman Sachs Group Inc.116,042$102K0.0%+39.9%0.036%
2/10/2026 Intech Investment Management LLC46,574$41K0.0%-25.3%0.014%
2/9/2026 Geode 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%
1/30/2026 Levin Capital Strategies L.P.89,560$79K0.0%-52.8%0.027%
1/1/2026 JPMorgan Chase & Co.171,345$262K0.0%+78.6%0.053%
11/17/2025 Voleon Capital Management LP23,218$36K0.0%N/A0.007%
11/17/2025 Verition Fund Management LLC99,793$153K0.0%N/A0.031%
11/17/2025 Susquehanna International Group LLP36,011$55K0.0%-78.1%0.011%
11/17/2025 Millennium Management LLC1,973,940$3.02M0.0%+71.7%0.605%
11/17/2025 Bank of America Corp DE287,841$440K0.0%+301.6%0.088%
11/14/2025 Virtu Financial LLC23,261$36K0.0%N/A0.007%
11/14/2025 Two Sigma Investments LP23,059$35K0.0%N/A0.007%
11/14/2025 Bridgeway Capital Management LLC2,578,641$3.95M0.1%-4.1%0.791%
11/14/2025 Squarepoint Ops LLC20,391$31K0.0%-57.6%0.006%
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11/13/2025 Kennedy Capital Management LLC449,435$688K0.0%+61.9%0.138%
11/13/2025 Contrarian Capital Management L.L.C.1,700,000$2.60M0.7%+5.5%0.522%
11/13/2025 BNP Paribas Financial Markets30,346$46K0.0%+220.0%0.009%
11/13/2025 Russell Investments Group Ltd.1,134,401$1.74M0.0%+337.1%0.348%
11/12/2025 Dimensional Fund Advisors LP4,308,757$6.59M0.0%-7.1%1.322%
11/12/2025 Intech Investment Management LLC62,345$95K0.0%-23.6%0.019%
11/7/2025 Levin 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%
11/7/2025 JPMorgan Chase & Co.171,345$262K0.0%+78.6%0.053%
10/24/2025 Citizens Financial Group Inc. RI120,199$184K0.0%N/A0.037%
10/9/2025 Voya Investment Management LLC19,611$30K0.0%-36.1%0.006%
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%
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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%


ADV Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 institutional investors and hedge funds held shares of Advantage Solutions. The most heavily invested institutionals were CastleKnight Management LP ($10.38M), Vanguard Group Inc. ($4.09M), Dimensional Fund Advisors LP ($3.55M), Charles Schwab Investment Management Inc. ($3.31M), T. Rowe Price Investment Management Inc. ($2.60M), Northern Trust Corp ($2.58M), and Geode Capital Management LLC ($2.43M).Learn more on Advantage Solutions' institutional investors.

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

Of the 73 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: CastleKnight Management LP ($3.30M), Stoic Point Capital Management LLC ($1.56M), Charles Schwab Investment Management Inc. ($1.43M), Millennium Management LLC ($1.22M), Russell Investments Group Ltd. ($961.80K), Sovereign s Capital Management LLC ($890.23K), and Vanguard Group Inc. ($773.56K).

Institutional investors have bought a total of 8,735,487 shares in the last 24 months. This purchase volume represents approximately $247.68M in transactions.

Of the 15 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. ($7.19M), Millennium Management LLC ($1.57M), Russell Investments Group Ltd. ($1.08M), Corient Private Wealth LP ($917.72K), Bridgeway Capital Management LLC ($752.38K), Contrarian Capital Management L.L.C. ($700K), and Sovereign s Capital Management LLC ($610.21K).

Institutional investors have sold a total of 14,329,148 shares in the last 24 months. This volume of shares sold represents approximately $347.54M in transactions.


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Institutional ownership data for NASDAQ:ADV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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