Advantage Solutions Inc.
ADV- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001776661
No open-market purchases or sales by Advantage Solutions Inc. insiders were filed in the last 90 days; 86 institutions reported holding it in 13F filings for Q2 2026, worth $180.0M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Advantage Solutions Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 111
- +10 vs. Q3 2023
- Shares held
- 95.1M
- +16.2M (+20.5%) vs. Q3 2023
- Total value
- $344.2M
- +$120.2M (+53.6%) vs. Q3 2023
- New holders
- 20
- 52 more added
- Sold out
- 10
- 23 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ADV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 86 | $180.0M |
| Q1 2026 | 69 | $85.5M |
| Q4 2025 | 102 | $89.1M |
| Q3 2025 | 117 | $155.4M |
| Q2 2025 | 109 | $134.2M |
| Q1 2025 | 118 | $154.9M |
| Q4 2024 | 121 | $300.6M |
| Q3 2024 | 123 | $350.6M |
| Q2 2024 | 119 | $329.6M |
| Q1 2024 | 114 | $409.3M |
| Q4 2023 | 111 | $344.2M |
| Q3 2023 | 101 | $224.1M |
| Q2 2023 | 89 | $188.6M |
| Q1 2023 | 104 | $129.4M |
| Q4 2022 | 114 | $173.5M |
| Q3 2022 | 119 | $177.5M |
| Q2 2022 | 91 | $322.3M |
| Q1 2022 | 90 | $538.7M |
| Q4 2021 | 87 | $672.8M |
| Q3 2021 | 83 | $753.6M |
| Q2 2021 | 86 | $967.7M |
| Q1 2021 | 68 | $994.6M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Advantage Solutions Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 41 | $0 | 0.00% | −4−8.9% | Reduced |
| Glassman Wealth Services | 147 | $532 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 274 | $992 | 0.00% | +94+52.2% | Added |
| Lindbrook Capital, LLC | 907 | $3.28K | 0.00% | +907 | New |
| Fifth Third Bancorp | 1,000 | $3.62K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,214 | $4.39K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,425 | $5.16K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,770 | $6.41K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,000 | $7.24K | 0.00% | +2,000 | New |
| Metropolitan Life Insurance Co | 5,044 | $18.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7,294 | $26.4K | 0.00% | +1,978+37.2% | Added |
| Amalgamated Bank | 7,451 | $27.0K | 0.00% | −783−9.5% | Reduced |
| Ameritas Investment Partners, Inc. | 8,993 | $32.6K | 0.00% | +3,003+50.1% | Added |
| Cresset Asset Management, LLC | 10,600 | $38.4K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 10,937 | $39.6K | 0.00% | −1,248−10.2% | Reduced |
| Citigroup Inc | 13,016 | $47.1K | 0.00% | +11,933+1,101.8% | Added |
| AQR Capital Management LLC | 13,892 | $50.3K | 0.00% | +13,892 | New |
| Victory Capital Management Inc | 14,056 | $50.9K | 0.00% | +14,056 | New |
| Ethic Inc. | 14,240 | $51.5K | 0.00% | +14,240 | New |
| ProShare Advisors LLC | 14,381 | $52.1K | 0.00% | +3,094+27.4% | Added |
| Quadrature Capital Ltd | 15,222 | $55.0K | 0.00% | +15,222 | New |
| Dynamic Technology Lab Private Ltd | 15,714 | $57.0K | 0.01% | +15,714 | New |
| Centiva Capital, LP | 15,834 | $57.3K | 0.00% | +15,834 | New |
| BancFirst Trust & Investment Management | 15,000 | $57.9K | 0.03% | +5,000+50.0% | Added |
| SEI Investments Co | 16,522 | $59.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,316 | $66.3K | 0.00% | +15,263+499.9% | Added |
| CAPROCK Group, Inc. | 18,702 | $67.7K | 0.00% | +6,220+49.8% | Added |
| Price T Rowe Associates Inc | 20,423 | $74.0K | 0.00% | +882+4.5% | Added |
| Occudo Quantitative Strategies LP | 23,404 | $84.7K | 0.01% | +23,404 | New |
| Federated Hermes, Inc. | 23,405 | $84.7K | 0.00% | −4,135−15.0% | Reduced |
| State Board of Administration of Florida Retirement System | 24,790 | $89.7K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 25,234 | $91.3K | 0.00% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 25,409 | $92.0K | 0.01% | −12,897−33.7% | Reduced |
| Counterpoint Mutual Funds LLC | 25,569 | $92.6K | 0.04% | −20,251−44.2% | Reduced |
| Amundi | 24,968 | $92.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 27,051 | $98.0K | 0.00% | +9,530+54.4% | Added |
| Arizona State Retirement System | 27,218 | $98.5K | 0.00% | −471−1.7% | Reduced |
| Prelude Capital Management, LLC | 34,228 | $123.9K | 0.01% | +20,500+149.3% | Added |
| Oppenheimer Asset Management Inc. | 34,291 | $124.1K | 0.00% | +34,291 | New |
| New York State Common Retirement Fund | 36,931 | $133.7K | 0.00% | +28,211+323.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,924 | $137.3K | 0.00% | +11,209+42.0% | Added |
| Manufacturers Life Insurance Company, The | 38,973 | $141.1K | 0.00% | −1,998−4.9% | Reduced |
| American International Group, Inc. | 43,184 | $156.3K | 0.00% | −175−0.4% | Reduced |
| MetLife Investment Management | 48,162 | $174.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 49,288 | $178.0K | 0.00% | +10,103+25.8% | Added |
| Verition Fund Management LLC | 52,731 | $190.9K | 0.00% | +16,514+45.6% | Added |
| Algert Global LLC | 55,760 | $201.9K | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 57,010 | $206.4K | 0.00% | +57,010 | New |
| Deutsche Bank AG | 62,819 | $227.4K | 0.00% | −2,344−3.6% | Reduced |
| Wells Fargo & Company | 68,792 | $249.0K | 0.00% | +5,292+8.3% | Added |
| Two Sigma Advisers, LP | 72,300 | $261.7K | 0.00% | +57,900+402.1% | Added |
| STRS Ohio | 74,300 | $268.0K | 0.00% | −14,100−16.0% | Reduced |
| Bailard, Inc. | 76,000 | $275.1K | 0.01% | −6,800−8.2% | Reduced |
| Ameriprise Financial Inc | 76,655 | $277.5K | 0.00% | +76,655 | New |
| Allspring Global Investments Holdings, LLC | 84,561 | $306.1K | 0.00% | −43,227−33.8% | Reduced |
| Credit Suisse AG | 84,792 | $306.9K | 0.00% | +8,846+11.6% | Added |
| Voya Investment Management LLC | 85,109 | $308.1K | 0.00% | −2,358−2.7% | Reduced |
| American Century Companies Inc | 91,108 | $329.8K | 0.00% | +42,411+87.1% | Added |
| Alliancebernstein L.P. | 93,130 | $337.1K | 0.00% | +960+1.0% | Added |
| California State Teachers Retirement System | 100,944 | $365.4K | 0.00% | −4,139−3.9% | Reduced |
| JPMorgan Chase & Co | 101,912 | $368.9K | 0.00% | +42,447+71.4% | Added |
| XTX Topco Ltd | 104,048 | $376.7K | 0.08% | +104,048 | New |
| Legal & General Group Plc | 106,894 | $386.6K | 0.00% | +625+0.6% | Added |
| Susquehanna International Group, LLP | 110,346 | $399.5K | 0.00% | +99,228+892.5% | Added |
| Pasadena Private Wealth, LLC | 111,872 | $405.0K | 0.10% | −15,608−12.2% | Reduced |
| UBS Group AG | 123,527 | $447.2K | 0.00% | +62,178+101.4% | Added |
| Bank of America Corp | 124,388 | $450.3K | 0.00% | +61,386+97.4% | Added |
| Vident Advisory, LLC | 125,084 | $452.8K | 0.01% | +125,084 | New |
| Los Angeles Capital Management LLC | 128,980 | $466.9K | 0.00% | +21,650+20.2% | Added |
| Rhumbline Advisers | 129,485 | $468.7K | 0.00% | −65−0.1% | Reduced |
| Jane Street Group, LLC | 133,720 | $484.1K | 0.00% | +133,720 | New |
| Barclays PLC | 138,373 | $500.9K | 0.00% | +95,111+219.8% | Added |
| Citadel Advisors LLC | 159,936 | $579.0K | 0.00% | +79,542+98.9% | Added |
| Prentice Capital Management, LP | 170,507 | $617.2K | 1.43% | −42,494−20.0% | Reduced |
| Swiss National Bank | 191,876 | $694.6K | 0.00% | −21,900−10.2% | Reduced |
| Two Sigma Investments, LP | 192,311 | $696.2K | 0.00% | +192,311 | New |
| LSV Asset Management | 198,300 | $718.0K | 0.00% | +198,300 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 218,603 | $791.3K | 0.00% | −127,270−36.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 255,000 | $923.1K | 0.16% | +30,000+13.3% | Added |
| Goldman Sachs Group Inc | 302,067 | $1.09M | 0.00% | −18,334−5.7% | Reduced |
| Invesco Ltd. | 320,664 | $1.16M | 0.00% | +40,024+14.3% | Added |
| Russell Investments Group, Ltd. | 363,086 | $1.31M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 469,797 | $1.68M | 0.00% | +44,112+10.4% | Added |
| D. E. Shaw & Co., Inc. | 484,150 | $1.75M | 0.00% | +112,302+30.2% | Added |
| Bank of New York Mellon Corp | 506,444 | $1.83M | 0.00% | −396,913−43.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 519,502 | $1.88M | 0.00% | +519,502 | New |
| Marshall Wace, LLP | 543,751 | $1.97M | 0.00% | +127,808+30.7% | Added |
| Morgan Stanley | 564,901 | $2.04M | 0.00% | +231,426+69.4% | Added |
| Renaissance Technologies LLC | 719,800 | $2.61M | 0.00% | +311,000+76.1% | Added |
| Charles Schwab Investment Management Inc | 736,469 | $2.67M | 0.00% | +12,880+1.8% | Added |
| Millennium Management LLC | 767,781 | $2.78M | 0.00% | +513,310+201.7% | Added |
| BlackBarn Capital Partners LP | 816,606 | $2.96M | 1.95% | +816,606 | New |
| Northern Trust Corp | 837,796 | $3.03M | 0.00% | +59,634+7.7% | Added |
| Kennedy Capital Management, Inc. | 906,375 | $3.28M | 0.07% | +177,384+24.3% | Added |
| Prudential Financial Inc | 943,795 | $3.42M | 0.01% | +249,130+35.9% | Added |
| Ancora Advisors, LLC | 971,640 | $3.52M | 0.08% | +293,500+43.3% | Added |
| Empowered Funds, LLC | 1,027,647 | $3.72M | 0.09% | +239,756+30.4% | Added |
| Dimensional Fund Advisors LP | 1,140,085 | $4.13M | 0.00% | +655,356+135.2% | Added |
| Contrarian Capital Management, L.L.C. | 1,269,631 | $4.60M | 1.12% | +25,000+2.0% | Added |
| Kent Lake Capital LLC | 1,615,260 | $5.85M | 2.26% | +15,260+1.0% | Added |