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, Q2 2024
Institutional positions in FirstService Corp as of Jun 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
- 268
- +3 vs. Q1 2024
- Shares held
- 31.0M
- +83.9K (+0.3%) vs. Q1 2024
- Total value
- $4.71B
- −$403.9M (−7.9%) vs. Q1 2024
- New holders
- 34
- 115 more added
- Sold out
- 31
- 81 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding FirstService Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,751 | $266.8K | 0.00% | −862−33.0% | Reduced |
| Kestra Private Wealth Services, LLC | 1,749 | $266.4K | 0.01% | −961−35.5% | Reduced |
| Quotient Wealth Partners, LLC | 1,737 | $264.7K | 0.01% | −2,376−57.8% | Reduced |
| Harbor Capital Advisors, Inc. | 1,721 | $262.0K | 0.02% | +1,721 | New |
| Lazard Asset Management LLC | 1,673 | $254.0K | 0.00% | +1,149+219.3% | Added |
| Duncker Streett & Co Inc | 1,631 | $248.5K | 0.05% | −761−31.8% | Reduced |
| Aquatic Capital Management LLC | 1,600 | $243.8K | 0.01% | +1,600 | New |
| Stonegate Investment Group, LLC | 1,530 | $233.1K | 0.01% | +1,530 | New |
| Marco Investment Management LLC | 1,510 | $230.1K | 0.02% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 1,449 | $220.8K | 0.18% | −217−13.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,437 | $219.0K | 0.00% | +1,437 | New |
| Sanctuary Advisors, LLC | 1,443 | $216.2K | 0.00% | +1,443 | New |
| Snowden Capital Advisors LLC | 1,367 | $208.6K | 0.01% | +1,367 | New |
| Parallel Advisors, LLC | 1,206 | $183.8K | 0.00% | +7+0.6% | Added |
| Hilltop National Bank | 1,197 | $182.4K | 0.06% | +50+4.4% | Added |
| Credit Agricole S A | 1,138 | $173.4K | 0.00% | +1,110+3,964.3% | Added |
| US Bancorp | 984 | $149.9K | 0.00% | +67+7.3% | Added |
| Signaturefd, LLC | 975 | $148.5K | 0.00% | +304+45.3% | Added |
| Clearstead Advisors, LLC | 844 | $128.6K | 0.00% | +844 | New |
| Smartleaf Asset Management LLC | 808 | $122.7K | 0.02% | +42+5.5% | Added |
| Fifth Third Bancorp | 634 | $96.6K | 0.00% | +108+20.5% | Added |
| Grayhawk Investment Strategies Inc. | 416 | $86.6K | 0.39% | 00.0% | Unchanged |
| Security National Bank | 553 | $84.3K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 500 | $76.2K | 0.00% | −700−58.3% | Reduced |
| First Horizon Advisors, Inc. | 488 | $74.4K | 0.00% | +141+40.6% | Added |
| Financial Management Professionals, Inc. | 466 | $71.0K | 0.01% | −1−0.2% | Reduced |
| GHP Investment Advisors, Inc. | 418 | $63.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 416 | $63.0K | 0.00% | +138+49.6% | Added |
| Advisor Group Holdings, Inc. | 362 | $55.3K | 0.00% | −844−70.0% | Reduced |
| Gulf International Bank (UK) Ltd | 365 | $55.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 357 | $54.4K | 0.00% | −100−21.9% | Reduced |
| Benjamin Edwards Inc | 351 | $53.0K | 0.01% | +91+35.0% | Added |
| Accent Capital Management, LLC | 319 | $48.6K | 0.03% | +74+30.2% | Added |
| Tacita Capital Inc | 290 | $44.1K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 245 | $40.6K | 0.00% | +242+8,066.7% | Added |
| Cromwell Holdings LLC | 246 | $37.5K | 0.02% | +246 | New |
| Global Retirement Partners, LLC | 232 | $35.4K | 0.00% | +30+14.9% | Added |
| Harbour Investments, Inc. | 228 | $34.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 219 | $33.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 162 | $26.6K | 0.00% | +120+285.7% | Added |
| SRS Capital Advisors, Inc. | 158 | $24.1K | 0.00% | +104+192.6% | Added |
| Whittier Trust Co | 115 | $17.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $15.2K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 99 | $15.1K | 0.01% | +29+41.4% | Added |
| EverSource Wealth Advisors, LLC | 73 | $12.7K | 0.00% | −53−42.1% | Reduced |
| AdvisorNet Financial, Inc | 81 | $12.3K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 77 | $11.7K | 0.00% | +77 | New |
| Quadrant Capital Group LLC | 55 | $8.38K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 54 | $8.24K | 0.00% | +54 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $7.62K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 50 | $7.61K | 0.00% | −49,714−99.9% | Reduced |
| Centerpoint Advisors, LLC | 41 | $6.00K | 0.00% | +41 | New |
| Iron Horse Wealth Management, LLC | 37 | $5.64K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 36 | $5.49K | 0.00% | +36 | New |
| Principal Securities, Inc. | 27 | $4.11K | 0.00% | +24+800.0% | Added |
| Financial Network Wealth Advisors LLC | 25 | $3.81K | 0.00% | +25 | New |
| GWM Advisors LLC | 21 | $3.20K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $3.20K | 0.00% | +14+280.0% | Added |
| IFP Advisors, Inc | 21 | $3.18K | 0.00% | +5+31.3% | Added |
| Mather Group, LLC. | 13 | $2.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $2.13K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $1.52K | 0.00% | −3−23.1% | Reduced |
| Bell Investment Advisors, Inc | 10 | $1.52K | 0.00% | −1−9.1% | Reduced |
| Natixis | 10 | $1.52K | 0.00% | +10 | New |
| Assetmark, Inc | 8 | $1.22K | 0.00% | +8 | New |
| Optiver Holding B.V. | 7 | $1.07K | 0.00% | −6−46.2% | Reduced |
| True Wealth Design, LLC | 3 | $458 | 0.00% | +1+50.0% | Added |
| Tower Research Capital LLC (TRC) | 3 | $457 | 0.00% | −2,438−99.9% | Reduced |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −97,601−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −81,663−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −16,108−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −14,387−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −14,387−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −11,622−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,308−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,269−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −9,820−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,382−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,167−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −2,720−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −2,138−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,856−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −1,621−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −1,328−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −1,276−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Connectus Wealth, LLC | – | – | – | – | Not filed |