Go Pro

Advantage Solutions (ADV) Institutional Ownership

Advantage Solutions logo
$38.86 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$38.50 -0.36 (-0.93%)
As of 07/2/2026 07:58 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)
33
Total
Institutional Inflows
(last 12 months)
$265.48M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$336.61M
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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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

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%
2/18/2026Inspire 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%
1/30/2026Citizens 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
10/24/2025Citizens 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%
8/11/2025Mosaic 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%
7/29/2025Private Wealth Management Group LLC26,570$35K0.0%N/A0.008%
7/25/2025NorthRock Partners LLC186,245$244K0.0%+114.1%0.057%
7/24/2025Inspire Investing LLC297,843$393K0.0%+28.5%0.092%
6/27/2025Goldman Sachs Group Inc.356,382$538K0.0%-44.5%0.110%
6/3/2025Inspire 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

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

During the previous two years, 98 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), Vanguard Group Inc. ($4.09M), Dimensional Fund Advisors LP ($3.55M), Charles Schwab Investment Management Inc. ($3.31M), and T. Rowe Price Investment Management Inc. ($2.60M).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 81 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. ($6.01M), 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).

Institutional investors have bought a total of 9,275,846 shares in the last 24 months. This purchase volume represents approximately $265.48M in transactions.

Of the 19 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. ($1.29M), Bridgeway Capital Management LLC ($958.15K), Contrarian Capital Management L.L.C. ($700K), Sovereign s Capital Management LLC ($610.21K), and Dimensional Fund Advisors LP ($598.43K).

Institutional investors have sold a total of 14,282,552 shares in the last 24 months. This volume of shares sold represents approximately $336.61M in transactions.



This page (NASDAQ:ADV) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners