FirstService (FSV) Institutional Ownership

$175.63

+1.26 (+0.72%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 69.35%
Number of Institutional Buyers (last 12 months): 136
Total Institutional Inflows (last 12 months): $492.58M

Number of Institutional Sellers (last 12 months): 80
Total Institutional Outflows (last 12 months): $396.28M

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FSV Institutional Buying and Selling by Quarter

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FirstService Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Conestoga Capital Advisors LLC	1,426,851	$217.41M	3.3%	+3.2%	3.173%
7/26/2024	Dearborn Partners LLC	6,136	$935K	0.0%	+49.5%	0.014%
7/26/2024	Bank of New York Mellon Corp	38,594	$5.88M	0.0%	+2.5%	0.086%
7/26/2024	Amica Mutual Insurance Co.	9,908	$1.51M	0.2%	+99.9%	0.022%
7/24/2024	Argent Capital Management LLC	26,751	$4.08M	0.1%	+9.6%	0.059%
7/24/2024	Baskin Financial Services Inc.	249,855	$38.01M	3.3%	+0.8%	0.556%
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7/24/2024	Quotient Wealth Partners LLC	1,737	$265K	0.0%	-57.8%	0.004%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	4,979	$759K	0.0%	-21.2%	0.011%
7/24/2024	&PARTNERS	2,480	$378K	0.0%	N/A	0.006%
7/23/2024	Nexus Investment Management ULC	11,518	$1.75M	0.2%	-41.1%	0.026%
7/22/2024	Fifth Third Bancorp	634	$97K	0.0%	+20.5%	0.001%
7/20/2024	First Horizon Advisors Inc.	488	$74K	0.0%	+40.6%	0.001%
7/19/2024	Raymond James & Associates	141,869	$21.62M	0.0%	+16.6%	0.315%
7/18/2024	Blue Trust Inc.	245	$41K	0.0%	+8,066.7%	0.001%
7/16/2024	Wealth Enhancement Advisory Services LLC	1,437	$219K	0.0%	N/A	0.003%
7/16/2024	NorthCrest Asset Manangement LLC	2,483	$378K	0.0%	+18.0%	0.006%
7/10/2024	JCIC Asset Management Inc.	20,930	$3.19M	1.3%	N/A	0.047%
7/9/2024	Harbor Capital Advisors Inc.	1,721	$262K	0.0%	N/A	0.004%
7/8/2024	Thompson Investment Management Inc.	2,061	$314K	0.0%	-10.2%	0.005%
6/4/2024	DekaBank Deutsche Girozentrale	6,040	$998K	0.0%	+2.5%	0.013%
5/24/2024	Cetera Advisors LLC	1,878	$311K	0.0%	N/A	0.004%
5/20/2024	Virtu Financial LLC	4,190	$695K	0.1%	+152.1%	0.009%
5/16/2024	Janus Henderson Group PLC	108,802	$18.04M	0.0%	-1.5%	0.242%
5/15/2024	Lazard Asset Management LLC	524	$86K	0.0%	-31.4%	0.001%
5/15/2024	1832 Asset Management L.P.	394,853	$65.47M	0.0%	-3.8%	0.878%
5/15/2024	Quadrature Capital Ltd	218,800	$36.13M	0.6%	+2.8%	0.487%
5/14/2024	Toronto Dominion Bank	68,856	$11.42M	0.0%	+68.0%	0.153%
5/14/2024	Shell Asset Management Co.	2,731	$453K	0.0%	-41.5%	0.006%
5/14/2024	CANADA LIFE ASSURANCE Co	20,349	$3.37M	0.0%	-2.5%	0.045%
5/14/2024	National Bank of Canada FI	347,338	$57.59M	0.1%	+7.9%	0.772%
5/13/2024	Bessemer Group Inc.	108,213	$17.94M	0.0%	+7.0%	0.241%
5/13/2024	UniSuper Management Pty Ltd	600	$99K	0.0%	+100.0%	0.001%
5/13/2024	Clearbridge Investments LLC	233,776	$38.76M	0.0%	-1.1%	0.520%
5/13/2024	O Shaughnessy Asset Management LLC	2,694	$447K	0.0%	-63.9%	0.006%
5/11/2024	Hillsdale Investment Management Inc.	49,764	$8.24M	0.7%	-19.9%	0.111%
5/11/2024	Summit Creek Advisors LLC	70,626	$11.71M	1.5%	N/A	0.157%
5/10/2024	Acadian Asset Management LLC	8,500	$1.41M	0.0%	+39.3%	0.019%
5/10/2024	Bristol Gate Capital Partners Inc.	5,154	$853K	0.0%	+68.4%	0.011%
5/10/2024	Vanguard Group Inc.	1,654,783	$274.36M	0.0%	+4.8%	3.680%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	39,700	$6.56M	0.0%	+23.7%	0.088%
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5/9/2024	Orion Portfolio Solutions LLC	14,387	$2.39M	0.0%	-5.0%	0.032%
5/9/2024	Blair William & Co. IL	67,881	$11.26M	0.0%	+11.5%	0.151%
5/9/2024	Pembroke Management LTD	4,835	$802K	0.1%	+4.7%	0.011%
5/9/2024	Jacobson & Schmitt Advisors LLC	95,263	$15.80M	3.7%	-0.3%	0.212%
5/8/2024	William Blair Investment Management LLC	855,008	$141.76M	0.4%	-1.1%	1.901%
5/8/2024	Russell Investments Group Ltd.	20,592	$3.41M	0.0%	+21.5%	0.046%
5/7/2024	Fiduciary Family Office LLC	2,994	$496K	0.2%	+16.5%	0.007%
5/7/2024	Concurrent Investment Advisors LLC	1,276	$212K	0.0%	-16.5%	0.003%
5/7/2024	Swiss National Bank	121,300	$20.08M	0.0%	-7.1%	0.270%
5/7/2024	Oppenheimer Asset Management Inc.	11,676	$1.94M	0.0%	-0.9%	0.026%
5/7/2024	Hilltop National Bank	1,147	$190K	0.1%	N/A	0.003%
5/7/2024	Empowered Funds LLC	7,238	$1.20M	0.0%	+9.8%	0.016%
5/6/2024	Quantbot Technologies LP	1,547	$256K	0.0%	-76.0%	0.003%
5/4/2024	Eos Management L.P.	9,178	$1.52M	0.6%	N/A	0.020%
5/3/2024	Chevy Chase Trust Holdings LLC	8,675	$1.44M	0.0%	-3.1%	0.019%
5/2/2024	Knowledge Leaders Capital LLC	9,820	$1.63M	2.9%	-1.6%	0.022%
5/2/2024	Jennison Associates LLC	5,283	$875K	0.0%	+4.0%	0.012%
5/1/2024	Capstone Investment Advisors LLC	2,128	$353K	0.0%	N/A	0.005%
5/1/2024	BNP Paribas Financial Markets	15,790	$2.62M	0.0%	+103.1%	0.035%
5/1/2024	Diversify Advisory Services LLC	2,601	$429K	0.0%	N/A	0.006%
4/30/2024	Norden Group LLC	5,196	$862K	0.1%	N/A	0.012%
4/30/2024	Argent Capital Management LLC	24,412	$4.05M	0.1%	+2.4%	0.054%
4/26/2024	Triasima Portfolio Management inc.	160,258	$26.53M	2.2%	-8.3%	0.356%
4/26/2024	Conestoga Capital Advisors LLC	1,382,615	$229.24M	3.3%	+1.1%	3.075%
4/26/2024	Tritonpoint Wealth LLC	3,373	$605K	0.1%	-10.6%	0.008%
4/25/2024	Zurcher Kantonalbank Zurich Cantonalbank	17,418	$2.89M	0.0%	-2.8%	0.039%
4/24/2024	Spire Wealth Management	457	$76K	0.0%	+88.1%	0.001%
4/23/2024	Duncker Streett & Co. Inc.	2,392	$397K	0.1%	+238.8%	0.005%
4/22/2024	Raymond James & Associates	121,689	$20.18M	0.0%	+2.5%	0.271%
4/22/2024	Berry Wealth Group LP	1,666	$276K	0.2%	N/A	0.004%
4/19/2024	First Trust Direct Indexing L.P.	2,315	$384K	0.0%	-6.6%	0.005%
4/19/2024	Norden Group LLC	5,196	$862K	0.0%	N/A	0.012%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	81,663	$13.53M	0.0%	+1.5%	0.182%
4/17/2024	First Bank & Trust	1,621	$269K	0.1%	-6.5%	0.004%
4/11/2024	Gulf International Bank UK Ltd	365	$60K	0.0%	+25.9%	0.001%
4/11/2024	Financiere des Professionnels Fonds d investissement inc.	11,882	$1.97M	0.2%	-2.0%	0.026%
4/5/2024	NBC Securities Inc.	3,674	$619K	0.1%	-6.1%	0.008%
3/25/2024	Quadrature Capital Ltd	212,900	$34.56M	0.6%	-8.9%	0.473%
3/19/2024	Accent Capital Management LLC	245	$40K	0.0%	N/A	0.001%
3/11/2024	Vanguard Group Inc.	1,578,280	$255.82M	0.0%	-0.3%	3.536%
3/1/2024	Goldman Sachs Group Inc.	338,104	$54.80M	0.0%	+245.7%	0.758%
2/26/2024	Virtu Financial LLC	1,662	$269K	0.0%	N/A	0.004%
2/15/2024	Osterweis Capital Management Inc.	66,103	$10.72M	0.7%	-4.9%	0.148%
2/15/2024	Onex Canada Asset Management Inc.	45,363	$7.35M	0.7%	-55.5%	0.102%
2/15/2024	Argent Capital Management LLC	23,844	$3.87M	0.1%	+22.2%	0.053%
2/14/2024	LM Advisors LLC	95,978	$15.56M	3.0%	N/A	0.215%
2/14/2024	Shell Asset Management Co.	4,665	$759K	0.0%	-18.6%	0.010%
2/14/2024	Connectus Wealth LLC	130,335	$21.13M	0.4%	+0.7%	0.292%
2/14/2024	Quadrature Capital Ltd	212,900	$34.56M	0.6%	-8.9%	0.477%
2/14/2024	Security National Bank	553	$90K	0.0%	N/A	0.001%
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2/13/2024	1832 Asset Management L.P.	410,571	$66.55M	0.1%	-0.2%	0.920%
2/13/2024	Crossmark Global Holdings Inc.	10,062	$1.63M	0.0%	+12.7%	0.023%
2/13/2024	Tower Research Capital LLC TRC	472	$76K	0.0%	-49.8%	0.001%
2/13/2024	CIBC Asset Management Inc	520,447	$84.58M	0.3%	+1.6%	1.166%
2/13/2024	The Manufacturers Life Insurance Company	2,332,282	$378.13M	0.2%	-2.9%	5.226%
2/12/2024	Eagle Asset Management Inc.	109,237	$17.71M	0.1%	+9.9%	0.245%
2/12/2024	Bristol Gate Capital Partners Inc.	3,061	$497K	0.0%	-8.3%	0.007%
2/12/2024	Bank of Nova Scotia	362,452	$58.72M	0.1%	+3.7%	0.812%
2/12/2024	Scotia Capital Inc.	11,049	$1.79M	0.0%	+0.7%	0.025%
2/12/2024	TD Asset Management Inc	250,577	$40.74M	0.0%	+8.9%	0.561%

(Data available from 1/1/2016 forward)

FSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSV shares?: During the previous two years, 229 institutional investors and hedge funds held shares of FirstService. The most heavily invested institutionals were Durable Capital Partners LP ($514.28M), Mackenzie Financial Corp ($385.92M), The Manufacturers Life Insurance Company ($378.13M), Vanguard Group Inc. ($274.36M), Conestoga Capital Advisors LLC ($217.41M), Price T Rowe Associates Inc. MD ($214.10M), and Neuberger Berman Group LLC ($204.83M).Learn more on FSV's institutional investors.
What percentage of FirstService stock is owned by institutional investors?: 69.35% of FirstService stock is owned by institutional investors. Learn more on FSV's institutional investor holdings.
Which institutional investors have been buying FirstService stock?: Of the 195 institutional investors that purchased FirstService stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mackenzie Financial Corp ($1.42M), Bank of Montreal Can ($590.34K), Norges Bank ($509.18K), Triasima Portfolio Management inc. ($353.46K), American Century Companies Inc. ($308.20K), National Bank of Canada FI ($288.62K), and Eaton Vance Management ($278.79K).

How much institutional buying is happening at FirstService?: Institutional investors have bought a total of 8,561,297 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions.
Which FirstService major shareholders have been selling company stock?: Of the 121 institutional investors that sold FirstService stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($2.60M), The Manufacturers Life Insurance Company ($1.14M), Bank of Montreal Can ($770.43K), Durable Capital Partners LP ($576.44K), Franklin Resources Inc. ($246.11K), Renaissance Technologies LLC ($237.40K), and Fiera Capital Corp ($180.14K).
How much institutional selling is happening at FirstService?: Institutional investors have sold a total of 7,374,316 shares in the last 24 months. This volume of shares sold represents approximately $979.17M in transactions.