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, Q1 2026
Institutional positions in Advantage Solutions Inc. as of Mar 31, 2026. 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
- 69
- −31 vs. Q4 2025
- Shares held
- 4.04M
- +292.5K (+7.8%) vs. Q4 2025Converted for a 1-for-25 split
- Total value
- $85.5M
- +$2.91M (+3.5%) vs. Q4 2025
- New holders
- 17
- 20 more added
- Sold out
- 48
- 16 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Advantage Solutions Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 31 | $0 | 0.00% | +31 | New |
| Root Financial Partners, LLC | 1 | $21 | 0.00% | +1 | New |
| Rothschild Investment LLC | 4 | $85 | 0.00% | +4+9,900.0% | AddedConverted for a 1-for-25 split |
| Wealth Preservation Advisors, LLC | 5 | $106 | 0.00% | +5 | New |
| IFP Advisors, Inc | 100 | $130 | 0.00% | +99+11,804.8% | AddedConverted for a 1-for-25 split |
| True Wealth Design, LLC | 8 | $170 | 0.00% | +7+769.6% | AddedConverted for a 1-for-25 split |
| SRS Capital Advisors, Inc. | 9 | $190 | 0.00% | +9 | New |
| MAI Capital Management | 9 | $191 | 0.00% | +9 | New |
| Nisa Investment Advisors, LLC | 12 | $254 | 0.00% | +12 | New |
| GAMMA Investing LLC | 19 | $402 | 0.00% | −45−70.4% | ReducedConverted for a 1-for-25 split |
| Bell Investment Advisors, Inc | 27 | $571 | 0.00% | +27 | New |
| Allworth Financial LP | 32 | $677 | 0.00% | +32 | New |
| Farther Finance Advisors, LLC | 41 | $787 | 0.00% | +2+4.3% | AddedConverted for a 1-for-25 split |
| Fifth Third Bancorp | 40 | $846 | 0.00% | 00.0% | UnchangedConverted for a 1-for-25 split |
| Clayton Financial Group LLC | 40 | $846 | 0.00% | 00.0% | UnchangedConverted for a 1-for-25 split |
| EverSource Wealth Advisors, LLC | 51 | $1.08K | 0.00% | −54−51.6% | ReducedConverted for a 1-for-25 split |
| Royal Bank of Canada | 91 | $2.00K | 0.00% | −477−84.0% | ReducedConverted for a 1-for-25 split |
| Essential Partners LLC | 122 | $2.58K | 0.00% | +120+6,993.0% | AddedConverted for a 1-for-25 split |
| Citigroup Inc | 181 | $3.83K | 0.00% | −326−64.3% | ReducedConverted for a 1-for-25 split |
| Russell Investments Group, Ltd. | 312 | $6.59K | 0.00% | −1,875−85.7% | ReducedConverted for a 1-for-25 split |
| Ameritas Investment Partners, Inc. | 359 | $7.59K | 0.00% | 00.0% | UnchangedConverted for a 1-for-25 split |
| Legal & General Group Plc | 361 | $7.63K | 0.00% | 00.0% | UnchangedConverted for a 1-for-25 split |
| State of Alaska, Department of Revenue | 380 | $8.00K | 0.00% | 00.0% | UnchangedConverted for a 1-for-25 split |
| Advisor Group Holdings, Inc. | 400 | $8.46K | 0.00% | +400 | New |
| Tower Research Capital LLC (TRC) | 578 | $12.2K | 0.00% | +89+18.3% | AddedConverted for a 1-for-25 split |
| CWM, LLC | 626 | $13.2K | 0.00% | +543+657.1% | AddedConverted for a 1-for-25 split |
| BNP Paribas Arbitrage, SA | 808 | $17.1K | 0.00% | −33−3.9% | ReducedConverted for a 1-for-25 split |
| FMR LLC | 855 | $18.1K | 0.00% | +373+77.3% | AddedConverted for a 1-for-25 split |
| Barclays PLC | 931 | $19.7K | 0.00% | −4,942−84.1% | ReducedConverted for a 1-for-25 split |
| Rockefeller Capital Management L.P. | 1,155 | $24.4K | 0.00% | +1,155 | New |
| Police & Firemen's Retirement System of New Jersey | 1,248 | $26.4K | 0.00% | 00.0% | UnchangedConverted for a 1-for-25 split |
| New York State Common Retirement Fund | 1,257 | $26.6K | 0.00% | 00.0% | UnchangedConverted for a 1-for-25 split |
| Vanguard Global Advisers, LLC | 1,655 | $35.0K | 0.00% | +1,655 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,871 | $39.6K | 0.00% | +43+2.3% | AddedConverted for a 1-for-25 split |
| Simplex Trading, LLC | 2,074 | $43.8K | 0.00% | +2,074 | New |
| JPMorgan Chase & Co | 1,749 | $48.1K | 0.00% | −3,429−66.2% | ReducedConverted for a 1-for-25 split |
| STRS Ohio | 3,112 | $65.8K | 0.00% | 00.0% | UnchangedConverted for a 1-for-25 split |
| Sterling Capital Management LLC | 3,119 | $65.9K | 0.00% | +2,859+1,099.1% | AddedConverted for a 1-for-25 split |
| Morgan Stanley | 3,672 | $77.6K | 0.00% | −17,280−82.5% | ReducedConverted for a 1-for-25 split |
| Deutsche Bank AG | 3,698 | $78.2K | 0.00% | 00.0% | UnchangedConverted for a 1-for-25 split |
| Wells Fargo & Company | 3,774 | $79.8K | 0.00% | −2,799−42.6% | ReducedConverted for a 1-for-25 split |
| Rhumbline Advisers | 4,558 | $96.3K | 0.00% | −622−12.0% | ReducedConverted for a 1-for-25 split |
| Bank of New York Mellon Corp | 11,300 | $238.9K | 0.00% | +1,302+13.0% | AddedConverted for a 1-for-25 split |
| Quadrature Capital Ltd | 11,892 | $251.4K | 0.00% | +11,892 | New |
| Jane Street Group, LLC | 12,677 | $268.0K | 0.00% | +12,677 | New |
| AQR Capital Management LLC | 13,526 | $285.9K | 0.00% | +12,471+1,182.6% | AddedConverted for a 1-for-25 split |
| UBS Group AG | 20,465 | $432.6K | 0.00% | +9,790+91.7% | AddedConverted for a 1-for-25 split |
| CWM Advisors, LLC | 22,270 | $470.8K | 0.03% | 00.0% | UnchangedConverted for a 1-for-25 split |
| Vanguard Fiduciary Trust Co | 24,917 | $526.7K | 0.00% | +24,917 | New |
| Mosaic Family Wealth Partners, LLC | 28,200 | $596.1K | 0.06% | +8,000+39.6% | AddedConverted for a 1-for-25 split |
| Squarepoint Ops LLC | 28,589 | $604.4K | 0.00% | +21,567+307.2% | AddedConverted for a 1-for-25 split |
| Prudential Financial Inc | 29,123 | $615.7K | 0.00% | +6,193+27.0% | AddedConverted for a 1-for-25 split |
| Northern Trust Corp | 30,536 | $645.5K | 0.00% | +1,590+5.5% | AddedConverted for a 1-for-25 split |
| Renaissance Technologies LLC | 33,475 | $707.7K | 0.00% | +1,427+4.5% | AddedConverted for a 1-for-25 split |
| Vanguard Portfolio Management LLC | 36,913 | $780.3K | 0.00% | +36,913 | New |
| Stoic Point Capital Management LLC | 53,086 | $1.12M | 1.11% | −9,400−15.0% | ReducedConverted for a 1-for-25 split |
| Bridgeway Capital Management, LLC | 54,021 | $1.14M | 0.02% | −23,400−30.2% | ReducedConverted for a 1-for-25 split |
| Empowered Funds, LLC | 54,021 | $1.14M | 0.01% | −7,200−11.8% | ReducedConverted for a 1-for-25 split |
| State Street Corp | 87,312 | $1.85M | 0.00% | 00.0% | UnchangedConverted for a 1-for-25 split |
| Bain Capital Investors LLC | 115,600 | $2.44M | 0.07% | 00.0% | UnchangedConverted for a 1-for-25 split |
| Geode Capital Management, LLC | 116,023 | $2.45M | 0.00% | +5,478+5.0% | AddedConverted for a 1-for-25 split |
| Charles Schwab Investment Management Inc | 131,848 | $2.79M | 0.00% | −18,593−12.4% | ReducedConverted for a 1-for-25 split |
| Dimensional Fund Advisors LP | 157,061 | $3.33M | 0.00% | −4,426−2.7% | ReducedConverted for a 1-for-25 split |
| Vanguard Capital Management LLC | 233,632 | $4.94M | 0.00% | +233,632 | New |
| BlackRock, Inc. | 281,289 | $5.95M | 0.00% | 00.0% | UnchangedConverted for a 1-for-25 split |
| Atairos Partners GP, Inc. | 439,430 | $9.29M | 26.41% | 00.0% | UnchangedConverted for a 1-for-25 split |
| CVC Management Holdings II Ltd. | 611,600 | $12.9M | 3.08% | 00.0% | UnchangedConverted for a 1-for-25 split |
| Leonard Green & Partners, L.P. | 618,000 | $13.1M | 0.47% | 00.0% | UnchangedConverted for a 1-for-25 split |
| CastleKnight Management LP | 748,323 | $15.8M | 0.74% | +276,525+58.6% | AddedConverted for a 1-for-25 split |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −118,005−100.0% | Sold outConverted for a 1-for-25 split |
| Contrarian Capital Management, L.L.C. | 0 | $0 | 0.00% | −40,000−100.0% | Sold outConverted for a 1-for-25 split |
| Millennium Management LLC | 0 | $0 | 0.00% | −16,026−100.0% | Sold outConverted for a 1-for-25 split |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,950−100.0% | Sold outConverted for a 1-for-25 split |
| Sovereign's Capital Management, LLC | 0 | $0 | 0.00% | −8,945−100.0% | Sold outConverted for a 1-for-25 split |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −8,320−100.0% | Sold outConverted for a 1-for-25 split |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −8,123−100.0% | Sold outConverted for a 1-for-25 split |
| Nuveen, LLC | 0 | $0 | 0.00% | −7,922−100.0% | Sold outConverted for a 1-for-25 split |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −5,382−100.0% | Sold outConverted for a 1-for-25 split |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −6,927−100.0% | Sold outConverted for a 1-for-25 split |
| Invesco Ltd. | 0 | $0 | 0.00% | −6,776−100.0% | Sold outConverted for a 1-for-25 split |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −5,124−100.0% | Sold outConverted for a 1-for-25 split |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,056−100.0% | Sold outConverted for a 1-for-25 split |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −4,642−100.0% | Sold outConverted for a 1-for-25 split |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −3,582−100.0% | Sold outConverted for a 1-for-25 split |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,554−100.0% | Sold outConverted for a 1-for-25 split |
| Bank of America Corp | 0 | $0 | 0.00% | −3,516−100.0% | Sold outConverted for a 1-for-25 split |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,750−100.0% | Sold outConverted for a 1-for-25 split |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −2,508−100.0% | Sold outConverted for a 1-for-25 split |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −2,174−100.0% | Sold outConverted for a 1-for-25 split |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −1,863−100.0% | Sold outConverted for a 1-for-25 split |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,635−100.0% | Sold outConverted for a 1-for-25 split |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −1,400−100.0% | Sold outConverted for a 1-for-25 split |
| St. Louis Financial Planners Asset Management, LLC | 0 | $0 | 0.00% | −1,187−100.0% | Sold outConverted for a 1-for-25 split |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −1,173−100.0% | Sold outConverted for a 1-for-25 split |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold outConverted for a 1-for-25 split |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −784−100.0% | Sold outConverted for a 1-for-25 split |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −755−100.0% | Sold outConverted for a 1-for-25 split |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −689−100.0% | Sold outConverted for a 1-for-25 split |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −663−100.0% | Sold outConverted for a 1-for-25 split |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −654−100.0% | Sold outConverted for a 1-for-25 split |