Advantage Solutions Inc (ADV) Ownership

1.47 ↑0.09 (6.52%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

CVC Capital Partners VI Ltd is the biggest individual institutional holder of Advantage Solutions Inc (ADV), owning a total of 80.7 million shares. Combined, the top 46 institutional holders of ADV own 57.68% of the company with a total of 185.7 million shares.

In the latest ownership report on December 31st 2024, the top 46 institutional holders increased their combined ownership of ADV by 2.5 million shares. 13 institutions bought 3,531,519 total additional shares and increased their ownership by an average of 21.96%. However 6 institutions sold 1,048,896 total shares and decreased their ownership by an average of 4.32%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Advantage Solutions increased by a net total of 2,482,623 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
LEONARD GREEN PARTNERS LP4.807%0.000%15,450,00002024-12-31
T. Rowe Price Investment Management,Inc.4.604%-5.677%14,797,929-890,6282024-12-31
BlackRock Inc2.222%-0.188%7,141,310-13,4312024-12-31
Dimensional Fund Advisors, Inc.1.458%11.399%4,684,721479,3482024-12-31
CastleKnight Management LP1.221%61.657%3,924,9221,496,9942024-12-31
Bridgeway Capital Management, LLC0.980%1.714%3,150,86353,1052024-12-31
Bain Capital Investors LLC0.899%0.000%2,890,00002024-12-31
State Street Corp0.680%2.091%2,184,70844,7532024-12-31
Geode Capital Management, LLC0.669%0.063%2,149,3841,3482024-12-31
Vanguard Group Inc0.636%0.655%2,043,96213,3032024-12-31
Empowered Funds, LLC0.529%5.137%1,700,86383,1052024-12-31
Contrarian Capital Management LLC0.398%-0.117%1,278,140-1,4912024-12-31
Sovereign’s Capital Management, LLC0.277%0.000%890,225890,2252024-12-31
Northern Trust Corp0.275%6.531%885,04854,2572024-12-31
Ancora Advisors LLC0.258%0.610%829,8725,0302024-12-31
Prudential Financial Inc0.228%1.020%732,6757,4002024-12-31
Renaissance Technologies Corp0.202%1.091%648,5007,0002024-12-31
Kennedy Capital Management Inc0.200%-13.194%644,168-97,9102024-12-31
Goldman Sachs Group Inc0.200%-0.956%641,830-6,1972024-12-31
Charles Schwab Investment Management Inc0.199%-5.781%639,503-39,2392024-12-31
Millennium Management LLC0.187%193.474%600,149395,6512024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
CVC Capital Partners VI Ltd25.051%0.000%80,707,82080,707,8202023-12-31
LEONARD GREEN PARTNERS LP4.807%0.000%15,450,00002024-12-31
T. Rowe Price Investment Management,Inc.4.604%-5.677%14,797,929-890,6282024-12-31
T. Rowe Price Associates, Inc.2.469%-9.336%7,891,765-812,6752022-06-30
BlackRock Inc2.222%-0.188%7,141,310-13,4312024-12-31
Baupost Group LLC1.885%-42.224%6,153,982-4,497,3872023-09-30
Dimensional Fund Advisors, Inc.1.458%11.399%4,684,721479,3482024-12-31
CastleKnight Management LP1.221%61.657%3,924,9221,496,9942024-12-31
Bridgeway Capital Management, LLC0.980%1.714%3,150,86353,1052024-12-31
Bain Capital Investors LLC0.899%0.000%2,890,00002024-12-31
ClearBridge Advisors, LLC0.794%11.006%2,539,065251,7422022-06-30
State Street Corp0.680%2.091%2,184,70844,7532024-12-31
Geode Capital Management, LLC0.669%0.063%2,149,3841,3482024-12-31
Armistice Capital, LLC0.647%0.000%2,111,00002023-09-30
Vanguard Group Inc0.636%0.655%2,043,96213,3032024-12-31
Rubric Capital Management LP0.591%0.000%1,889,57402022-09-30
Kent Lake Capital LLC0.583%27.505%1,869,060403,1842024-06-30
State Street Corporation0.579%1.388%1,855,37325,3982024-03-31
Empowered Funds, LLC0.529%5.137%1,700,86383,1052024-12-31
FMR Inc0.436%-80.969%1,420,183-6,042,1552023-06-30
Federated Hermes Inc0.437%11.231%1,411,959142,5672023-03-31
Contrarian Capital Management LLC0.398%-0.117%1,278,140-1,4912024-12-31
Arrowstreet Capital Limited Partnership0.319%97.513%1,026,083506,5812024-03-31
Bank of New York Mellon Corp0.277%2.695%903,35723,7022023-09-30
Sovereign’s Capital Management, LLC0.277%0.000%890,225890,2252024-12-31
Northern Trust Corp0.275%6.531%885,04854,2572024-12-31
Ancora Advisors LLC0.258%0.610%829,8725,0302024-12-31
BlackBarn Capital Partners LP0.252%0.000%816,606816,6062023-12-31
Morgan Stanley - Brokerage Accounts0.254%-34.797%813,604-434,1882024-06-30
AQR Capital Management LLC0.242%4.001%780,46930,0262023-03-31
Prudential Financial Inc0.228%1.020%732,6757,4002024-12-31
First Trust Advisors L.P.0.221%123.987%709,950392,9892024-09-30
Marshall Wace Asset Management Ltd0.210%24.168%675,163131,4122024-03-31
Renaissance Technologies Corp0.202%1.091%648,5007,0002024-12-31
JPMorgan Chase & Co0.202%116.805%646,748348,4402024-09-30
Kennedy Capital Management Inc0.200%-13.194%644,168-97,9102024-12-31
Goldman Sachs Group Inc0.200%-0.956%641,830-6,1972024-12-31
Charles Schwab Investment Management Inc0.199%-5.781%639,503-39,2392024-12-31
Citigroup Inc0.200%6,333.060%638,546628,6202022-09-30
SCOGGIN LLC0.195%0.000%625,000625,0002024-06-30
Prentice Capital Management, LP0.192%-48.063%620,205-573,9492022-12-31
Millennium Management LLC0.187%193.474%600,149395,6512024-12-31
Amvescap Plc.0.179%35.939%580,148153,3772022-12-31
Bank of America Corp0.124%11.169%396,70239,8562022-06-30
Connor Clark & Lunn Inv Mgmt Ltd0.119%22.311%387,57970,7002023-06-30
Nuveen Asset Management, LLC0.099%5.262%315,64515,7802022-06-30

Mutual Fund Ownership

T. Rowe Price Small-Cap Value is the biggest individual fund holder of Advantage Solutions Inc (ADV), owning a total of 5.5 million shares. Combined, the top 48 mutual fund holders of ADV own 17.29% of the company with a total of 55.7 million shares.

In the latest ownership report on March 31st 2025, the top 48 fund holders increased their combined ownership of ADV by 335 thousand shares. 4 funds bought 35,301 total additional shares and increased their ownership by an average of 1.56%. However 3 funds sold 370,111 total shares and decreased their ownership by an average of 15.27%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Advantage Solutions decreased by a net total of -334,810 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price Small-Cap Value1.725%-0.022%5,545,589-1,1922025-03-31
iShares Russell 2000 ETF0.872%-0.858%2,802,404-24,2552025-03-31
T. Rowe Price U.S. SC Value Eq Tr-Z0.854%0.191%2,744,6285,2202025-03-31
EA Bridgeway Omni Small-Cap Value ETF0.550%0.107%1,769,0401,8842025-03-31
iShares Russell 2000 Value ETF0.305%0.000%979,90002025-03-31
Vanguard Institutional Extnd Mkt Idx Tr0.277%0.000%888,88302025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.176%0.000%566,39202025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.176%0.000%566,39202025-03-31
Dimensional US Targeted Value ETF0.173%0.000%555,31602025-03-31
Dimensional US Small Cap Value ETF0.159%0.000%511,19002025-03-31
Vanguard Russell 2000 ETF0.157%5.334%505,48725,5972025-03-31
Sovereign's Capital Flourish Fund0.134%0.606%431,7852,6002025-03-31
Ancora/Thelen Small Mid Cap Core0.131%-44.944%422,218-344,6642025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price Small-Cap Value1.725%-0.022%5,545,589-1,1922025-03-31
T. Rowe Price US Smlr Cm Eq A USD1.660%-1.941%5,335,751-105,6202025-02-28
iShares Russell 2000 ETF0.872%-0.858%2,802,404-24,2552025-03-31
T. Rowe Price U.S. SC Value Eq Tr-Z0.854%0.191%2,744,6285,2202025-03-31
T. Rowe Price U.S. SC Value Eq Tr-D0.852%-5.769%2,739,408-167,7102024-12-31
Vanguard Total Stock Mkt Idx Inv0.703%0.000%2,266,09702024-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr0.694%0.000%2,262,14802023-03-31
Vanguard Small Cap Index0.646%0.237%2,081,1284,9202024-05-31
EA Bridgeway Omni Small-Cap Value ETF0.550%0.107%1,769,0401,8842025-03-31
Bridgeway Omni Small-Cap Value N0.451%-2.027%1,450,000-30,0002024-12-31
Bridgeway Omni Small-Cap Value0.451%-2.027%1,450,000-30,0002024-12-31
Vanguard Small Cap Value Index Inv0.434%-0.043%1,399,312-6052024-05-31
Vanguard Extended Market Index Investor0.420%0.000%1,363,49902023-08-31
Federated Hermes MDT SCC Institutional0.393%11.627%1,273,985132,6952023-03-31
Federated Hermes MDT Small Cap Core IS0.393%11.627%1,273,985132,6962023-03-31
Fidelity® Value0.381%-65.676%1,216,337-2,327,3612022-09-30
Fidelity Small Cap Index0.333%-1.838%1,069,558-20,0292025-01-31
iShares Russell 2000 Value ETF0.305%0.000%979,90002025-03-31
Bridgeway Omni Tax-Managed Sm-Cp Val N0.277%0.000%900,00002022-12-31
Vanguard Institutional Extnd Mkt Idx Tr0.277%0.000%888,88302025-03-31
Fidelity® Select Consumer Staples Port0.258%-49.846%838,107-832,9602023-06-30
Fidelity® Small Cap Index0.255%1.799%832,37114,7102023-10-31
DFA US Small Cap Value I0.206%5.848%663,14536,6352025-02-28
DFA US Targeted Value I0.190%0.000%609,87902025-02-28
Fidelity Extended Market Index0.184%2.461%591,05914,1972024-08-31
Fidelity® Stock Selector All Cap Inv0.183%0.000%583,80002022-10-31
WisdomTree US SmallCap Earnings ETF0.179%0.000%583,19702023-11-30
First Trust Small Cap Val AlphaDEX® ETF0.180%0.000%582,96602023-03-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.176%0.000%566,39202025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.176%0.000%566,39202025-03-31
Dimensional US Targeted Value ETF0.173%0.000%555,31602025-03-31
Fidelity® Extended Market Index0.161%0.000%525,84802023-11-30
Fidelity® VIP Consumer Staples Initial0.162%-13.598%518,500-81,6002022-11-30
Fidelity® Stock Selec All Cp0.161%-18.130%514,325-113,8942022-11-30
Dimensional US Small Cap Value ETF0.159%0.000%511,19002025-03-31
Vanguard Russell 2000 ETF0.157%5.334%505,48725,5972025-03-31
First Trust Small Cap Core AlphaDEX® ETF0.153%0.000%491,38302024-09-30
Kennedy Extended Small Cap0.148%-6.989%475,528-35,7342024-12-31
T. Rowe Price US Smlr Cm Eq CAccGBP0.147%-2.180%473,178-10,5472025-02-28
Ancora/Thelen Small-Mid Cap I0.147%84.639%472,140216,4302023-12-31
Dimensional US Core Equity 2 ETF0.145%0.000%465,26902025-01-31
Schwab US Small-Cap ETF™0.144%0.000%460,12502024-08-31
State St Russell Sm Cap® Indx SL Cl I0.139%2.162%444,1899,4002024-08-31
Vanguard Communication Services ETF0.136%2.402%435,10510,2042025-01-31
Sovereign's Capital Flourish Fund0.134%0.606%431,7852,6002025-03-31
Ancora/Thelen Small Mid Cap Core0.131%-44.944%422,218-344,6642025-03-31
CREF Stock R10.121%124.289%393,740218,1902023-10-31
Russell Inv Tax-Managed US Mid&Sm Cap S0.109%0.000%354,916354,9162023-07-31

Discussions

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tighttechniq4/13/25 11:54pm

$ADV wow. The volume is so low today. Unreal

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145zip8/23/24 05:54pm

$ADV let’s ride

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wsb_pro8/16/24 05:00am

$ADV back to business

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