Advantage Solutions (ADV) Institutional Ownership

$1.68 +0.11 (+6.65%)

As of 11:57 AM Eastern

Current Institutional Ownership Percentage: 49.82%
Number of Institutional Buyers (last 12 months): 59
Total Institutional Inflows (last 12 months): $50.54M

Number of Institutional Sellers (last 12 months): 30
Total Institutional Outflows (last 12 months): $11.77M

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ADV Institutional Buying and Selling by Quarter

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Advantage Solutions 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
2/20/2025	Forum Financial Management LP	11,527	$34K	0.0%	N/A	0.004%
2/18/2025	Mosaic Family Wealth Partners LLC	360,000	$1.05M	0.2%	+10.8%	0.112%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	230,293	$672K	0.0%	+18.1%	0.072%
2/17/2025	Vident Advisory LLC	10,381	$30K	0.0%	-95.1%	0.003%
2/17/2025	Sovereign s Capital Management LLC	890,225	$2.60M	1.7%	N/A	0.278%
2/17/2025	State of Wyoming	33,817	$99K	0.0%	N/A	0.011%
2/17/2025	Prentice Capital Management LP	58,323	$170K	0.3%	-32.4%	0.018%
2/17/2025	ProShare Advisors LLC	29,823	$87K	0.0%	+47.5%	0.009%
2/17/2025	Nuveen Asset Management LLC	276,759	$808K	0.0%	-34.6%	0.086%
2/17/2025	NorthRock Partners LLC	105,462	$308K	0.0%	+17.5%	0.033%
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2/17/2025	Millennium Management LLC	600,149	$1.75M	0.0%	+193.5%	0.187%
2/17/2025	Humankind Investments LLC	10,529	$31K	0.0%	N/A	0.003%
2/17/2025	Gotham Asset Management LLC	16,415	$48K	0.0%	-21.6%	0.005%
2/17/2025	Deutsche Bank AG	110,984	$324K	0.0%	+44.8%	0.035%
2/17/2025	CastleKnight Management LP	3,924,922	$11.46M	0.3%	+61.7%	1.224%
2/17/2025	Bridgeway Capital Management LLC	3,150,863	$9.20M	0.2%	+1.7%	0.982%
2/17/2025	Brevan Howard Capital Management LP	16,132	$47K	0.0%	N/A	0.005%
2/17/2025	Balyasny Asset Management L.P.	27,195	$79K	0.0%	-18.1%	0.008%
2/17/2025	Bank of America Corp DE	131,652	$384K	0.0%	+43.3%	0.041%
2/17/2025	BNP Paribas Financial Markets	13,463	$39K	0.0%	N/A	0.004%
2/17/2025	Ancora Advisors LLC	829,872	$2.42M	0.1%	+0.6%	0.259%
2/17/2025	Aristeia Capital L.L.C.	23,625	$69K	0.0%	-83.1%	0.007%
2/14/2025	Jane Street Group LLC	517,040	$1.51M	0.0%	-14.5%	0.161%
2/14/2025	Northern Trust Corp	885,048	$2.58M	0.0%	+6.5%	0.276%
2/14/2025	Price T Rowe Associates Inc. MD	39,715	$116K	0.0%	+16.1%	0.012%
2/14/2025	T. Rowe Price Investment Management Inc.	14,797,929	$43.21M	0.0%	-5.7%	4.614%
2/14/2025	Dimensional Fund Advisors LP	4,684,721	$13.68M	0.0%	+11.4%	1.461%
2/14/2025	Forum Financial Management LP	11,527	$34K	0.0%	N/A	0.004%
2/13/2025	Marshall Wace LLP	41,858	$122K	0.0%	-80.1%	0.013%
2/13/2025	Barclays PLC	182,960	$534K	0.0%	+10.2%	0.057%
2/13/2025	Kennedy Capital Management LLC	644,168	$1.88M	0.0%	-13.2%	0.201%
2/13/2025	LSV Asset Management	138,300	$404K	0.0%	-30.3%	0.043%
2/13/2025	Renaissance Technologies LLC	648,500	$1.89M	0.0%	+1.1%	0.202%
2/13/2025	Legal & General Group Plc	112,022	$327K	0.0%	-9.9%	0.035%
2/13/2025	Invesco Ltd.	263,179	$768K	0.0%	-9.7%	0.082%
2/13/2025	Dynamic Technology Lab Private Ltd	11,372	$33K	0.0%	N/A	0.004%
2/13/2025	Wells Fargo & Company MN	112,424	$328K	0.0%	+23.5%	0.035%
2/12/2025	Arrowstreet Capital Limited Partnership	569,869	$1.66M	0.0%	+12.5%	0.178%
2/12/2025	JPMorgan Chase & Co.	525,482	$1.53M	0.0%	+62.5%	0.164%
2/11/2025	Prudential Financial Inc.	732,675	$2.14M	0.0%	+1.0%	0.228%
Alert: DOGE goes live (Ad) Elon will most likely be at the helm of it all. And just days from now, could bring about the biggest economic transformation in American history. See, there's one particular part of Elon and Trump's plans that you need to pay special attention to right now. Click here to learn more.
2/11/2025	Corebridge Financial Inc.	52,650	$154K	0.0%	-8.0%	0.016%
2/11/2025	KLP Kapitalforvaltning AS	16,400	$48K	0.0%	N/A	0.005%
2/11/2025	Intech Investment Management LLC	46,594	$136K	0.0%	+61.5%	0.015%
2/7/2025	PNC Financial Services Group Inc.	350,134	$1.02M	0.0%	N/A	0.109%
2/6/2025	a16z Perennial Management L.P.	18,867	$55K	0.0%	N/A	0.006%
2/6/2025	Victory Capital Management Inc.	48,864	$143K	0.0%	N/A	0.015%
2/6/2025	Charles Schwab Investment Management Inc.	639,503	$1.87M	0.0%	-5.8%	0.199%
2/5/2025	Levin Capital Strategies L.P.	152,500	$445K	0.0%	-29.1%	0.048%
2/4/2025	Bank of New York Mellon Corp	273,540	$799K	0.0%	-40.6%	0.085%
1/31/2025	CIBC Asset Management Inc	10,269	$30K	0.0%	N/A	0.003%
1/31/2025	Principal Financial Group Inc.	59,558	$174K	0.0%	+7.9%	0.019%
1/30/2025	Rhumbline Advisers	162,734	$475K	0.0%	+6.5%	0.051%
1/28/2025	a16z Perennial Management L.P.	18,867	$55K	0.0%	N/A	0.006%
1/28/2025	Empowered Funds LLC	1,700,863	$4.97M	0.1%	+5.1%	0.530%
1/17/2025	Inspire Investing LLC	138,031	$403K	0.0%	+12.6%	0.043%
1/17/2025	SG Americas Securities LLC	48,178	$141K	0.0%	+22.5%	0.015%
12/26/2024	JPMorgan Chase & Co.	323,374	$1.11M	0.0%	+116.8%	0.101%
12/19/2024	Principal Financial Group Inc.	55,207	$189K	0.0%	+14.8%	0.017%
11/19/2024	Barclays PLC	166,024	$570K	0.0%	+318.7%	0.052%
11/16/2024	Geode Capital Management LLC	2,148,036	$7.37M	0.0%	-18.9%	0.670%
11/15/2024	Barclays PLC	166,024	$570K	0.0%	+318.7%	0.052%
11/15/2024	Y Intercept Hong Kong Ltd	15,889	$54K	0.0%	N/A	0.005%
11/15/2024	XTX Topco Ltd	62,292	$214K	0.0%	N/A	0.019%
11/15/2024	Jane Street Group LLC	604,588	$2.07M	0.0%	+29.1%	0.189%
11/15/2024	State Street Corp	2,139,955	$7.34M	0.0%	-0.9%	0.668%
11/15/2024	Prentice Capital Management LP	86,305	$296K	0.7%	-49.0%	0.027%
11/15/2024	Paloma Partners Management Co	22,400	$77K	0.0%	N/A	0.007%
11/14/2024	Verition Fund Management LLC	24,016	$82K	0.0%	-32.8%	0.007%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	194,941	$669K	0.0%	+23.1%	0.061%
11/13/2024	The Manufacturers Life Insurance Company	44,846	$154K	0.0%	-19.3%	0.014%
11/12/2024	Charles Schwab Investment Management Inc.	678,742	$2.33M	0.0%	-12.9%	0.212%
11/9/2024	Intech Investment Management LLC	28,859	$99K	0.0%	N/A	0.009%
11/6/2024	Empowered Funds LLC	1,617,758	$5.55M	0.1%	+13.9%	0.505%
10/31/2024	Principal Financial Group Inc.	55,207	$189K	0.0%	+14.8%	0.017%
10/11/2024	Creative Planning	23,812	$82K	0.0%	N/A	0.007%
10/10/2024	Inspire Investing LLC	122,625	$421K	0.0%	N/A	0.038%
10/3/2024	SG Americas Securities LLC	39,329	$135K	0.0%	+103.6%	0.012%
8/16/2024	Algert Global LLC	11,286	$36K	0.0%	N/A	0.004%
8/15/2024	Susquehanna Portfolio Strategies LLC	11,436	$37K	0.0%	-71.5%	0.004%
8/15/2024	The Manufacturers Life Insurance Company	55,592	$179K	0.0%	+22.0%	0.017%
8/15/2024	AQR Capital Management LLC	333,534	$1.07M	0.0%	+88.1%	0.104%
8/14/2024	Atairos Partners GP Inc.	10,985,759	$35.37M	100.0%	+121.0%	3.410%
8/14/2024	Aristeia Capital L.L.C.	87,931	$283K	0.0%	N/A	0.027%
8/14/2024	Marshall Wace LLP	565,096	$1.82M	0.0%	-16.3%	0.175%
8/14/2024	CVC Management Holdings II Ltd.	81,610,235	$262.79M	23.9%	+1.1%	25.331%
8/14/2024	ProShare Advisors LLC	11,645	$37K	0.0%	-25.4%	0.004%
8/12/2024	Hsbc Holdings PLC	99,786	$321K	0.0%	N/A	0.031%
8/9/2024	Renaissance Technologies LLC	632,800	$2.04M	0.0%	-14.3%	0.196%
8/9/2024	Dimensional Fund Advisors LP	3,407,224	$10.97M	0.0%	+68.8%	1.058%
8/8/2024	Oppenheimer Asset Management Inc.	34,628	$112K	0.0%	+22.9%	0.011%
Alert: DOGE goes live (Ad) Elon will most likely be at the helm of it all. And just days from now, could bring about the biggest economic transformation in American history. See, there's one particular part of Elon and Trump's plans that you need to pay special attention to right now. Click here to learn more.
8/8/2024	Federated Hermes Inc.	18,164	$58K	0.0%	-20.7%	0.006%
8/8/2024	American Century Companies Inc.	143,234	$461K	0.0%	+9.1%	0.044%
8/1/2024	Rhumbline Advisers	149,818	$482K	0.0%	+11.3%	0.047%
7/29/2024	Principal Financial Group Inc.	48,093	$155K	0.0%	+11.9%	0.015%
7/29/2024	Zurcher Kantonalbank Zurich Cantonalbank	26,183	$84K	0.0%	+46.1%	0.008%
7/26/2024	Allspring Global Investments Holdings LLC	9,683	$31K	0.0%	N/A	0.003%
7/26/2024	Bank of New York Mellon Corp	579,116	$1.87M	0.0%	+24.7%	0.180%
7/12/2024	SG Americas Securities LLC	19,320	$62K	0.0%	-45.8%	0.006%
6/13/2024	Mosaic Family Wealth Partners LLC	270,000	$1.17M	0.2%	+5.9%	0.084%
5/17/2024	Innealta Capital LLC	22,299	$97K	0.0%	N/A	0.007%

(Data available from 1/1/2016 forward)

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ADV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ADV shares?: During the previous two years, 97 institutional investors and hedge funds held shares of Advantage Solutions. The most heavily invested institutionals were CVC Management Holdings II Ltd. ($262.79M), T. Rowe Price Investment Management Inc. ($43.21M), Vanguard Group Inc. ($36.25M), Atairos Partners GP Inc. ($35.37M), Baupost Group LLC MA ($17.48M), Dimensional Fund Advisors LP ($13.68M), and CastleKnight Management LP ($11.46M).Learn more on ADV's 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 80 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), CastleKnight Management LP ($2.99M), Dimensional Fund Advisors LP ($1.87M), Kent Lake Capital LLC ($1.62M), CVC Management Holdings II Ltd. ($902.42K), Sovereign s Capital Management LLC ($890.23K), and BlackBarn Capital Partners LP ($816.61K).

How much institutional buying is happening at Advantage Solutions?: Institutional investors have bought a total of 26,208,403 shares in the last 24 months. This purchase volume represents approximately $80.92M in transactions.
Which Advantage Solutions major shareholders have been selling company stock?: Of the 41 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: Baupost Group LLC MA ($4.85M), T. Rowe Price Investment Management Inc. ($890.63K), Geode Capital Management LLC ($501.48K), CastleKnight Management LP ($387.28K), Allspring Global Investments Holdings LLC ($321.23K), Marshall Wace LLP ($278.88K), and Kennedy Capital Management LLC ($237.23K).
How much institutional selling is happening at Advantage Solutions?: Institutional investors have sold a total of 9,499,441 shares in the last 24 months. This volume of shares sold represents approximately $28.45M in transactions.

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This page (NASDAQ:ADV) was last updated on 3/27/2025 by MarketBeat.com Staff

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Advantage Solutions (ADV) Institutional Ownership

ADV Institutional Buying and Selling by Quarter

Advantage Solutions Major Shareholders & Ownership History

ADV Institutional Ownership - Frequently Asked Questions

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Advantage Solutions (ADV) Institutional Ownership

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

ADV Institutional Buying and Selling by Quarter

Advantage Solutions Major Shareholders & Ownership History

ADV Institutional Ownership - Frequently Asked Questions

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