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, Q3 2024
Institutional positions in Advantage Solutions Inc. as of Sep 30, 2024. 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
- 123
- +6 vs. Q2 2024
- Shares held
- 102.2M
- +9.10M (+9.8%) vs. Q2 2024
- Total value
- $350.6M
- +$50.8M (+16.9%) vs. Q2 2024
- New holders
- 17
- 47 more added
- Sold out
- 11
- 31 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Advantage Solutions Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 28 | $96 | 0.00% | +28 | New |
| Allworth Financial LP | 80 | $275 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 140 | $480 | 0.00% | +110+366.7% | Added |
| Covestor Ltd | 229 | $1.00K | 0.00% | +188+458.5% | Added |
| Sterling Capital Management LLC | 394 | $1.35K | 0.00% | +394 | New |
| US Bancorp | 480 | $1.65K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 470 | $2.00K | 0.00% | +372+379.6% | Added |
| SRS Capital Advisors, Inc. | 617 | $2.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 788 | $2.70K | 0.00% | +788 | New |
| Northwestern Mutual Wealth Management Co | 800 | $2.74K | 0.00% | +800 | New |
| Comerica Bank | 829 | $2.84K | 0.00% | +4+0.5% | Added |
| Fifth Third Bancorp | 1,000 | $3.43K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,048 | $3.60K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,112 | $3.81K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,114 | $3.82K | 0.00% | +58+5.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,425 | $4.89K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,794 | $6.15K | 0.00% | −17,564−90.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,836 | $6.30K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,926 | $6.61K | 0.00% | +1,926 | New |
| Amalgamated Bank | 3,050 | $10.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,200 | $14.4K | 0.00% | +1,500+55.6% | Added |
| Ronald Blue Trust, Inc. | 4,702 | $15.1K | 0.00% | +4,702 | New |
| Simplex Trading, LLC | 4,888 | $16.0K | 0.00% | +3,383+224.8% | Added |
| FMR LLC | 7,008 | $24.0K | 0.00% | −5,392−43.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 7,800 | $26.8K | 0.01% | −1,200−13.3% | Reduced |
| Federated Hermes, Inc. | 7,935 | $27.2K | 0.00% | −10,229−56.3% | Reduced |
| Ameritas Investment Partners, Inc. | 8,993 | $30.8K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,600 | $36.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 11,436 | $39.2K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 12,136 | $41.6K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 12,482 | $42.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,712 | $47.0K | 0.00% | +710+5.5% | Added |
| Citadel Advisors LLC | 15,481 | $53.1K | 0.00% | −18,104−53.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,889 | $54.5K | 0.00% | +15,889 | New |
| Prelude Capital Management, LLC | 16,028 | $55.0K | 0.00% | −8,700−35.2% | Reduced |
| Caxton Associates LP | 16,552 | $56.8K | 0.00% | +16,552 | New |
| Two Sigma Securities, LLC | 18,144 | $62.2K | 0.00% | +18,144 | New |
| Ethic Inc. | 15,089 | $65.3K | 0.00% | +433+3.0% | Added |
| ProShare Advisors LLC | 20,223 | $69.4K | 0.00% | +8,578+73.7% | Added |
| Gotham Asset Management, LLC | 20,942 | $71.8K | 0.00% | +4,638+28.4% | Added |
| Innealta Capital, LLC | 21,660 | $74.3K | 0.03% | −460−2.1% | Reduced |
| Paloma Partners Management Co | 22,400 | $76.8K | 0.00% | +22,400 | New |
| Creative Planning | 23,812 | $81.7K | 0.00% | +23,812 | New |
| Verition Fund Management LLC | 24,016 | $82.4K | 0.00% | −11,737−32.8% | Reduced |
| State Board of Administration of Florida Retirement System | 24,790 | $85.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,183 | $89.8K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 28,859 | $99.0K | 0.00% | +28,859 | New |
| New York State Common Retirement Fund | 31,433 | $107.8K | 0.00% | +14,100+81.3% | Added |
| Arizona State Retirement System | 32,469 | $111.4K | 0.00% | +1,051+3.3% | Added |
| Balyasny Asset Management LLC | 33,201 | $113.9K | 0.00% | +19,187+136.9% | Added |
| Price T Rowe Associates Inc | 34,217 | $118.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 34,657 | $118.9K | 0.00% | +29+0.1% | Added |
| Voya Investment Management LLC | 37,378 | $128.2K | 0.00% | +51+0.1% | Added |
| SG Americas Securities, LLC | 39,329 | $135.0K | 0.00% | +20,009+103.6% | Added |
| Manufacturers Life Insurance Company, The | 44,846 | $153.8K | 0.00% | −10,746−19.3% | Reduced |
| Susquehanna International Group, LLP | 44,864 | $153.9K | 0.00% | −40,645−47.5% | Reduced |
| Franklin Resources Inc | 48,373 | $158.2K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 55,207 | $189.4K | 0.00% | +7,114+14.8% | Added |
| Corebridge Financial, Inc. | 57,224 | $196.3K | 0.00% | −353−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 58,634 | $201.1K | 0.00% | +14,705+33.5% | Added |
| Janus Henderson Group PLC | 61,600 | $211.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 62,292 | $213.7K | 0.02% | +62,292 | New |
| MetLife Investment Management | 64,074 | $219.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 66,691 | $228.8K | 0.00% | +19,965+42.7% | Added |
| Deutsche Bank AG | 76,622 | $262.8K | 0.00% | +19,658+34.5% | Added |
| STRS Ohio | 77,800 | $266.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 79,076 | $271.2K | 0.00% | +54,292+219.1% | Added |
| Martingale Asset Management L P | 79,381 | $272.3K | 0.01% | −149−0.2% | Reduced |
| Prentice Capital Management, LP | 86,305 | $296.0K | 0.66% | −82,994−49.0% | Reduced |
| NorthRock Partners, LLC | 87,002 | $298.4K | 0.01% | +60+0.1% | Added |
| Wells Fargo & Company | 91,024 | $312.2K | 0.00% | +2,110+2.4% | Added |
| Bank of America Corp | 91,848 | $315.0K | 0.00% | −65,059−41.5% | Reduced |
| HSBC Holdings PLC | 95,239 | $324.8K | 0.00% | −4,547−4.6% | Reduced |
| California State Teachers Retirement System | 106,192 | $364.2K | 0.00% | −2,882−2.6% | Reduced |
| Legal & General Group Plc | 112,022 | $384.2K | 0.00% | +1,100+1.0% | Added |
| CWM Advisors, LLC | 122,625 | $420.6K | 0.04% | +122,625 | New |
| Alliancebernstein L.P. | 130,800 | $448.6K | 0.00% | 00.0% | Unchanged |
| Aristeia Capital LLC | 140,200 | $480.9K | 0.02% | +52,269+59.4% | Added |
| American Century Companies Inc | 142,016 | $487.1K | 0.00% | −1,218−0.9% | Reduced |
| Rhumbline Advisers | 152,754 | $523.9K | 0.00% | +2,936+2.0% | Added |
| Barclays PLC | 166,024 | $569.5K | 0.00% | +126,375+318.7% | Added |
| UBS Asset Management Americas Inc | 194,941 | $668.6K | 0.00% | +36,547+23.1% | Added |
| LSV Asset Management | 198,300 | $680.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 204,498 | $701.4K | 0.00% | +143,759+236.7% | Added |
| Marshall Wace, LLP | 210,667 | $722.6K | 0.00% | −354,429−62.7% | Reduced |
| Vident Advisory, LLC | 213,816 | $733.4K | 0.02% | +63,817+42.5% | Added |
| Levin Capital Strategies, L.P. | 215,000 | $737.5K | 0.07% | +215,000 | New |
| Swiss National Bank | 220,776 | $757.3K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 230,701 | $791.3K | 0.00% | −102,833−30.8% | Reduced |
| State of Wisconsin Investment Board | 238,733 | $818.9K | 0.00% | +1,846+0.8% | Added |
| Invesco Ltd. | 291,578 | $1.00M | 0.00% | −54,622−15.8% | Reduced |
| JPMorgan Chase & Co | 323,374 | $1.11M | 0.00% | +174,220+116.8% | Added |
| Mosaic Family Wealth Partners, LLC | 325,000 | $1.11M | 0.17% | +15,000+4.8% | Added |
| Russell Investments Group, Ltd. | 382,762 | $1.31M | 0.00% | +19,676+5.4% | Added |
| Nuveen Asset Management, LLC | 423,083 | $1.45M | 0.00% | +136,324+47.5% | Added |
| Bank of New York Mellon Corp | 460,430 | $1.58M | 0.00% | −118,686−20.5% | Reduced |
| Kent Lake PR LLC | 506,418 | $1.74M | 0.69% | +506,418 | New |
| Arrowstreet Capital, Limited Partnership | 506,682 | $1.74M | 0.00% | +128,049+33.8% | Added |
| Morgan Stanley | 585,549 | $2.01M | 0.00% | +178,747+43.9% | Added |
| Scoggin Management LP | 600,000 | $2.06M | 1.14% | −25,000−4.0% | Reduced |