FirstService Corp
FSV- Exchange
- Nasdaq
- Industry
- Real Estate
- SEC CIK
- 0001637810
No open-market purchases or sales by FirstService Corp insiders were filed in the last 90 days; 281 institutions reported holding it in 13F filings for Q2 2026, worth $4.61B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in FirstService Corp 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
- 264
- +28 vs. Q3 2023
- Shares held
- 30.9M
- −336.2K (−1.1%) vs. Q3 2023
- Total value
- $5.01B
- +$441.8M (+9.7%) vs. Q3 2023
- New holders
- 41
- 103 more added
- Sold out
- 13
- 85 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FSV 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 | 281 | $4.61B |
| Q1 2026 | 299 | $4.43B |
| Q4 2025 | 310 | $5.10B |
| Q3 2025 | 322 | $5.89B |
| Q2 2025 | 322 | $5.38B |
| Q1 2025 | 316 | $5.06B |
| Q4 2024 | 310 | $5.53B |
| Q3 2024 | 286 | $5.63B |
| Q2 2024 | 268 | $4.71B |
| Q1 2024 | 270 | $5.16B |
| Q4 2023 | 264 | $5.01B |
| Q3 2023 | 237 | $4.57B |
| Q2 2023 | 236 | $4.86B |
| Q1 2023 | 215 | $4.49B |
| Q4 2022 | 198 | $3.94B |
| Q3 2022 | 196 | $3.90B |
| Q2 2022 | 195 | $3.84B |
| Q1 2022 | 194 | $4.35B |
| Q4 2021 | 206 | $5.94B |
| Q3 2021 | 196 | $5.74B |
| Q2 2021 | 184 | $5.30B |
| Q1 2021 | 179 | $4.61B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding FirstService Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3 | $486 | 0.00% | +3 | New |
| Larson Financial Group LLC | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $1.78K | 0.00% | +6+120.0% | Added |
| Lindbrook Capital, LLC | 14 | $2.27K | 0.00% | +8+133.3% | Added |
| JFS Wealth Advisors, LLC | 14 | $2.27K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $2.58K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| Turtle Creek Wealth Advisors, LLC | 19 | $3.08K | 0.00% | +19 | New |
| Northwestern Mutual Wealth Management Co | 35 | $5.67K | 0.00% | +35 | New |
| Pacifica Partners Inc. | 40 | $6.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $6.81K | 0.00% | −7−14.3% | Reduced |
| VisionPoint Advisory Group, LLC | 42 | $6.81K | 0.00% | +42 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $8.11K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 54 | $8.75K | 0.00% | +54 | New |
| SRS Capital Advisors, Inc. | 54 | $8.75K | 0.00% | +5+10.2% | Added |
| Quadrant Capital Group LLC | 55 | $8.91K | 0.00% | +36+189.5% | Added |
| AdvisorNet Financial, Inc | 74 | $12.0K | 0.00% | −50−40.3% | Reduced |
| Iron Horse Wealth Management, LLC | 93 | $15.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $16.2K | 0.01% | +100 | New |
| EverSource Wealth Advisors, LLC | 104 | $16.9K | 0.00% | −210−66.9% | Reduced |
| Whittier Trust Co | 115 | $18.6K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 196 | $31.8K | 0.00% | +196 | New |
| Harbour Investments, Inc. | 208 | $33.7K | 0.00% | +58+38.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 240 | $39.0K | 0.00% | +240 | New |
| Accent Capital Management, LLC | 245 | $39.7K | 0.03% | +245 | New |
| Spire Wealth Management | 243 | $39.9K | 0.00% | +243 | New |
| Global Retirement Partners, LLC | 257 | $41.5K | 0.00% | −137−34.8% | Reduced |
| Benjamin Edwards Inc | 266 | $43.0K | 0.01% | +3+1.1% | Added |
| Gulf International Bank (UK) Ltd | 290 | $47.0K | 0.00% | −60−17.1% | Reduced |
| Tacita Capital Inc | 290 | $47.1K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 359 | $58.2K | 0.00% | +48+15.4% | Added |
| Seaport Global Advisors, LLC | 383 | $62.2K | 0.15% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 300 | $64.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 417 | $67.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 466 | $76.0K | 0.01% | −8−1.7% | Reduced |
| Tower Research Capital LLC (TRC) | 472 | $76.5K | 0.00% | −468−49.8% | Reduced |
| Fifth Third Bancorp | 476 | $77.2K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 488 | $79.0K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 416 | $89.3K | 0.05% | 00.0% | Unchanged |
| Security National Bank | 553 | $89.6K | 0.02% | +553 | New |
| Signaturefd, LLC | 603 | $97.7K | 0.00% | +103+20.6% | Added |
| Barclays PLC | 616 | $99.8K | 0.00% | +601+4,006.7% | Added |
| Duncker Streett & Co Inc | 706 | $114.4K | 0.02% | +544+335.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 752 | $121.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 764 | $123.0K | 0.00% | +5+0.7% | Added |
| Smartleaf Asset Management LLC | 766 | $124.8K | 0.03% | +766 | New |
| Parallel Advisors, LLC | 1,192 | $193.2K | 0.01% | +248+26.3% | Added |
| Point72 Asset Management, L.P. | 1,200 | $194.5K | 0.00% | +1,200 | New |
| US Bancorp | 1,235 | $200.2K | 0.00% | +405+48.8% | Added |
| FORA Capital, LLC | 1,251 | $202.8K | 0.02% | +1,251 | New |
| Squarepoint Ops LLC | 1,299 | $210.6K | 0.00% | +1,299 | New |
| Wasatch Advisors Inc | 1,328 | $215.1K | 0.00% | +1,328 | New |
| Stifel Financial Corp | 1,334 | $216.2K | 0.00% | +1,334 | New |
| Cetera Advisor Networks LLC | 1,339 | $217.0K | 0.00% | −865−39.2% | Reduced |
| Metis Global Partners, LLC | 1,406 | $227.8K | 0.01% | +1,406 | New |
| Cetera Investment Advisers | 1,420 | $230.2K | 0.00% | +1,420 | New |
| Scientech Research LLC | 1,469 | $238.1K | 0.24% | +1,469 | New |
| Aigen Investment Management, LP | 1,482 | $240.1K | 0.04% | +1,482 | New |
| Vident Advisory, LLC | 1,485 | $240.7K | 0.01% | +1,485 | New |
| Marco Investment Management LLC | 1,510 | $244.8K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,529 | $247.8K | 0.01% | +1,529 | New |
| Virtu Financial LLC | 1,662 | $269.0K | 0.02% | +1,662 | New |
| First Bank & Trust | 1,733 | $280.9K | 0.07% | +207+13.6% | Added |
| Lindenwold Advisors | 1,927 | $312.3K | 0.18% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,053 | $332.8K | 0.00% | −91−4.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,114 | $342.7K | 0.01% | +146+7.4% | Added |
| Campbell & CO Investment Adviser LLC | 2,118 | $343.3K | 0.03% | −2,389−53.0% | Reduced |
| JustInvest LLC | 2,156 | $349.5K | 0.01% | −132−5.8% | Reduced |
| Wellington Management Group LLP | 2,155 | $350.8K | 0.00% | +36+1.7% | Added |
| Mariner, LLC | 2,235 | $362.3K | 0.00% | +571+34.3% | Added |
| Creative Planning | 2,239 | $362.9K | 0.00% | +87+4.0% | Added |
| Stevens Capital Management LP | 2,283 | $370.0K | 0.09% | +2,283 | New |
| Thompson Investment Management, Inc. | 2,295 | $372.0K | 0.06% | −50−2.1% | Reduced |
| Yorktown Management & Research Co Inc | 2,300 | $372.8K | 0.39% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 2,370 | $384.2K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 2,403 | $389.4K | 0.00% | −208−8.0% | Reduced |
| Veriti Management LLC | 2,479 | $401.8K | 0.04% | −65−2.6% | Reduced |
| Axq Capital, LP | 2,490 | $403.6K | 0.11% | +2,490 | New |
| Rhumbline Advisers | 2,499 | $405.1K | 0.00% | −25−1.0% | Reduced |
| SEI Investments Co | 2,562 | $415.3K | 0.00% | −19,491−88.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,564 | $415.6K | 0.17% | −10.0% | Reduced |
| Fiduciary Family Office, LLC | 2,570 | $416.6K | 0.18% | +2,570 | New |
| Steward Partners Investment Advisory, LLC | 2,612 | $423.3K | 0.01% | +2+0.1% | Added |
| Davenport & Co LLC | 2,708 | $438.9K | 0.00% | −399−12.8% | Reduced |
| Centaurus Financial, Inc. | 2,744 | $445.0K | 0.03% | −60−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 2,760 | $447.4K | 0.01% | +2,760 | New |
| DFPG Investments, LLC | 2,843 | $449.2K | 0.04% | +288+11.3% | Added |
| HighTower Advisors, LLC | 2,819 | $457.0K | 0.00% | +2+0.1% | Added |
| Wetherby Asset Management Inc | 2,861 | $463.7K | 0.02% | +13+0.5% | Added |
| Orgel Wealth Management, LLC | 2,865 | $464.4K | 0.01% | −425−12.9% | Reduced |
| Engineers Gate Manager LP | 2,909 | $471.5K | 0.01% | +756+35.1% | Added |
| Bristol Gate Capital Partners Inc. | 3,061 | $496.8K | 0.02% | −276−8.3% | Reduced |
| Raymond James Trust N.A. | 3,127 | $506.9K | 0.01% | +19+0.6% | Added |
| Captrust Financial Advisors | 3,583 | $580.8K | 0.00% | +919+34.5% | Added |
| Investment Management Corp of Ontario | 3,591 | $582.1K | 0.01% | +3,591 | New |
| PenderFund Capital Management Ltd. | 2,720 | $583.8K | 0.19% | 00.0% | Unchanged |
| Umb Bank N A | 3,610 | $585.1K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 3,773 | $612.4K | 0.06% | +3,773 | New |
| Jarislowsky, Fraser Ltd | 3,783 | $613.2K | 0.00% | +3,783 | New |