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 2024
Institutional positions in Advantage Solutions Inc. as of Dec 31, 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
- 121
- −2 vs. Q3 2024
- Shares held
- 102.9M
- +719.8K (+0.7%) vs. Q3 2024
- Total value
- $300.6M
- −$50.0M (−14.3%) vs. Q3 2024
- New holders
- 17
- 47 more added
- Sold out
- 19
- 29 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Advantage Solutions Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 141 | $0 | 0.00% | −88−38.4% | Reduced |
| Lazard Asset Management LLC | 243 | $0 | 0.00% | +243 | New |
| IFP Advisors, Inc | 0 | $9 | 0.00% | 0 | New |
| Parallel Advisors, LLC | 63 | $184 | 0.00% | +63 | New |
| CWM, LLC | 474 | $1.00K | 0.00% | +4+0.9% | Added |
| US Bancorp | 480 | $1.40K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 617 | $1.80K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 838 | $2.45K | 0.00% | +9+1.1% | Added |
| EverSource Wealth Advisors, LLC | 879 | $2.57K | 0.00% | +91+11.5% | Added |
| Fifth Third Bancorp | 1,000 | $2.92K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,112 | $2.92K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,048 | $3.06K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,133 | $3.31K | 0.00% | +19+1.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,425 | $4.16K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,090 | $6.10K | 0.00% | +254+13.8% | Added |
| Aquatic Capital Management LLC | 2,754 | $8.04K | 0.00% | +2,754 | New |
| Tower Research Capital LLC (TRC) | 3,049 | $8.90K | 0.00% | +1,255+70.0% | Added |
| Amalgamated Bank | 3,050 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,428 | $10.0K | 0.00% | +3,034+770.1% | Added |
| FMR LLC | 7,062 | $20.6K | 0.00% | +54+0.8% | Added |
| Federated Hermes, Inc. | 7,935 | $23.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,993 | $26.3K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,269 | $30.0K | 0.00% | +10,269 | New |
| Vident Advisory, LLC | 10,381 | $30.3K | 0.00% | −203,435−95.1% | Reduced |
| Humankind Investments LLC | 10,529 | $30.7K | 0.01% | +10,529 | New |
| Cresset Asset Management, LLC | 10,600 | $31.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,372 | $33.0K | 0.01% | +11,372 | New |
| Forum Financial Management, LP | 11,527 | $33.7K | 0.00% | +11,527 | New |
| Pictet Asset Management Holding SA | 12,136 | $35.4K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 12,265 | $35.8K | 0.00% | −217−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 13,463 | $39.3K | 0.00% | +13,463 | New |
| Ethic Inc. | 15,207 | $44.4K | 0.00% | +118+0.8% | Added |
| Creative Planning | 15,638 | $45.7K | 0.00% | −8,174−34.3% | Reduced |
| Brevan Howard Capital Management LP | 16,132 | $47.1K | 0.00% | +16,132 | New |
| KLP Kapitalforvaltning AS | 16,400 | $47.9K | 0.00% | +16,400 | New |
| Gotham Asset Management, LLC | 16,415 | $47.9K | 0.00% | −4,527−21.6% | Reduced |
| Prelude Capital Management, LLC | 16,728 | $48.8K | 0.00% | +700+4.4% | Added |
| Royal Bank of Canada | 16,845 | $49.0K | 0.00% | +3,133+22.8% | Added |
| a16z Perennial Management, L.P. | 18,867 | $55.1K | 0.01% | +18,867 | New |
| Police & Firemen's Retirement System of New Jersey | 21,032 | $61.4K | 0.00% | +21,032 | New |
| Innealta Capital, LLC | 21,660 | $63.2K | 0.03% | 00.0% | Unchanged |
| Aristeia Capital LLC | 23,625 | $69.0K | 0.00% | −116,575−83.1% | Reduced |
| State Board of Administration of Florida Retirement System | 24,790 | $72.4K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,183 | $76.5K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 27,195 | $79.4K | 0.00% | −6,006−18.1% | Reduced |
| ProShare Advisors LLC | 29,823 | $87.1K | 0.00% | +9,600+47.5% | Added |
| New York State Common Retirement Fund | 31,433 | $91.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 32,559 | $95.1K | 0.00% | +90+0.3% | Added |
| Oppenheimer Asset Management Inc. | 33,696 | $98.4K | 0.00% | −961−2.8% | Reduced |
| State of Wyoming | 33,817 | $98.7K | 0.01% | +33,817 | New |
| Voya Investment Management LLC | 35,218 | $102.8K | 0.00% | −2,160−5.8% | Reduced |
| Price T Rowe Associates Inc | 39,715 | $116.0K | 0.00% | +5,498+16.1% | Added |
| Marshall Wace, LLP | 41,858 | $122.2K | 0.00% | −168,809−80.1% | Reduced |
| Manufacturers Life Insurance Company, The | 43,727 | $127.7K | 0.00% | −1,119−2.5% | Reduced |
| Intech Investment Management LLC | 46,594 | $136.1K | 0.00% | +17,735+61.5% | Added |
| SG Americas Securities, LLC | 48,178 | $141.0K | 0.00% | +8,849+22.5% | Added |
| Franklin Resources Inc | 48,373 | $141.2K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 48,864 | $142.7K | 0.00% | +48,864 | New |
| Corebridge Financial, Inc. | 52,650 | $153.7K | 0.00% | −4,574−8.0% | Reduced |
| Susquehanna International Group, LLP | 56,056 | $163.7K | 0.00% | +11,192+24.9% | Added |
| Prentice Capital Management, LP | 58,323 | $170.3K | 0.29% | −27,982−32.4% | Reduced |
| Principal Financial Group Inc | 59,558 | $173.9K | 0.00% | +4,351+7.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 60,269 | $176.0K | 0.00% | +1,635+2.8% | Added |
| XTX Topco Ltd | 60,607 | $177.0K | 0.01% | −1,685−2.7% | Reduced |
| Janus Henderson Group PLC | 61,600 | $179.6K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 64,074 | $187.1K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 77,800 | $227.2K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 79,229 | $231.3K | 0.01% | −152−0.2% | Reduced |
| NorthRock Partners, LLC | 87,002 | $254.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 93,023 | $271.6K | 0.00% | +13,947+17.6% | Added |
| HSBC Holdings PLC | 95,526 | $278.9K | 0.00% | +287+0.3% | Added |
| California State Teachers Retirement System | 104,333 | $304.7K | 0.00% | −1,859−1.8% | Reduced |
| Deutsche Bank AG | 110,984 | $324.1K | 0.00% | +34,362+44.8% | Added |
| Legal & General Group Plc | 112,022 | $327.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 112,424 | $328.3K | 0.00% | +21,400+23.5% | Added |
| Alliancebernstein L.P. | 130,800 | $381.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 131,652 | $384.4K | 0.00% | +39,804+43.3% | Added |
| CWM Advisors, LLC | 138,031 | $403.1K | 0.05% | +15,406+12.6% | Added |
| LSV Asset Management | 138,300 | $404.0K | 0.00% | −60,000−30.3% | Reduced |
| American Century Companies Inc | 142,941 | $417.4K | 0.00% | +925+0.7% | Added |
| Levin Capital Strategies, L.P. | 152,500 | $445.3K | 0.04% | −62,500−29.1% | Reduced |
| Rhumbline Advisers | 162,734 | $475.2K | 0.00% | +9,980+6.5% | Added |
| Barclays PLC | 182,960 | $534.2K | 0.00% | +16,936+10.2% | Added |
| Swiss National Bank | 220,776 | $644.7K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 230,293 | $672.5K | 0.00% | +35,352+18.1% | Added |
| State of Wisconsin Investment Board | 253,275 | $739.6K | 0.00% | +14,542+6.1% | Added |
| UBS Group AG | 254,437 | $743.0K | 0.00% | +187,746+281.5% | Added |
| Invesco Ltd. | 263,179 | $768.5K | 0.00% | −28,399−9.7% | Reduced |
| AQR Capital Management LLC | 267,325 | $780.6K | 0.00% | +36,624+15.9% | Added |
| Bank of New York Mellon Corp | 273,540 | $798.7K | 0.00% | −186,890−40.6% | Reduced |
| Nuveen Asset Management, LLC | 276,759 | $808.1K | 0.00% | −146,324−34.6% | Reduced |
| The PNC Financial Services Group, Inc. | 350,134 | $1.02M | 0.00% | +350,134 | New |
| Mosaic Family Wealth Partners, LLC | 360,000 | $1.05M | 0.15% | +35,000+10.8% | Added |
| Russell Investments Group, Ltd. | 382,762 | $1.12M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 517,040 | $1.51M | 0.00% | −87,548−14.5% | Reduced |
| JPMorgan Chase & Co | 525,482 | $1.53M | 0.00% | +202,108+62.5% | Added |
| Morgan Stanley | 546,910 | $1.60M | 0.00% | −38,639−6.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 569,869 | $1.66M | 0.00% | +63,187+12.5% | Added |
| Millennium Management LLC | 600,149 | $1.75M | 0.00% | +395,651+193.5% | Added |
| Charles Schwab Investment Management Inc | 639,503 | $1.87M | 0.00% | −39,239−5.8% | Reduced |