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, Q3 2024
Institutional positions in FirstService Corp 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
- 286
- +20 vs. Q2 2024
- Shares held
- 31.3M
- +335.8K (+1.1%) vs. Q2 2024
- Total value
- $5.63B
- +$928.1M (+19.7%) vs. Q2 2024
- New holders
- 38
- 123 more added
- Sold out
- 18
- 81 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 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, Q3 2024
Shares, value and share of portfolio for each institution holding FirstService Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 3 | $548 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4 | $730 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 7 | $1.28K | 0.00% | +7 | New |
| Assetmark, Inc | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| Natixis | 9 | $1.64K | 0.00% | −1−10.0% | Reduced |
| Bell Investment Advisors, Inc | 10 | $1.82K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $1.85K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $2.19K | 0.00% | +12 | New |
| Mather Group, LLC. | 13 | $2.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $2.56K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 19 | $3.43K | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 19 | $3.63K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21 | $3.81K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21 | $3.83K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22 | $4.01K | 0.00% | +22 | New |
| Financial Network Wealth Advisors LLC | 25 | $4.56K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 30 | $5.47K | 0.00% | +30 | New |
| EverSource Wealth Advisors, LLC | 32 | $5.84K | 0.00% | −41−56.2% | Reduced |
| GeoWealth Management, LLC | 35 | $6.39K | 0.00% | +35 | New |
| Iron Horse Wealth Management, LLC | 37 | $6.75K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 50 | $9.12K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 50 | $9.13K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 52 | $9.49K | 0.00% | −29−35.8% | Reduced |
| Quadrant Capital Group LLC | 70 | $12.8K | 0.00% | +15+27.3% | Added |
| Ashton Thomas Securities, LLC | 72 | $13.1K | 0.00% | +72 | New |
| Centerpoint Advisors, LLC | 80 | $15.0K | 0.01% | +39+95.1% | Added |
| CBIZ Investment Advisory Services, LLC | 98 | $17.9K | 0.00% | +44+81.5% | Added |
| Gulf International Bank (UK) Ltd | 100 | $18.0K | 0.00% | −265−72.6% | Reduced |
| Principal Securities, Inc. | 106 | $19.3K | 0.00% | +79+292.6% | Added |
| Whittier Trust Co | 115 | $21.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 172 | $31.4K | 0.00% | +10+6.2% | Added |
| SRS Capital Advisors, Inc. | 175 | $31.9K | 0.00% | +17+10.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $36.6K | 0.01% | +100+100.0% | Added |
| Harbour Investments, Inc. | 208 | $37.9K | 0.00% | −20−8.8% | Reduced |
| CIBC Private Wealth Group, LLC | 219 | $40.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 282 | $43.0K | 0.00% | +37+15.1% | Added |
| Global Retirement Partners, LLC | 255 | $46.5K | 0.00% | +23+9.9% | Added |
| Cromwell Holdings LLC | 264 | $48.2K | 0.03% | +18+7.3% | Added |
| Tacita Capital Inc | 290 | $53.1K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 291 | $53.1K | 0.00% | +291 | New |
| Accent Capital Management, LLC | 319 | $58.4K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 357 | $65.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 363 | $66.2K | 0.00% | +363 | New |
| GHP Investment Advisors, Inc. | 419 | $76.4K | 0.00% | +1+0.2% | Added |
| Financial Management Professionals, Inc. | 466 | $85.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 476 | $86.9K | 0.00% | +473+15,766.7% | Added |
| First Horizon Advisors, Inc. | 538 | $98.2K | 0.00% | +50+10.2% | Added |
| Security National Bank | 553 | $100.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 707 | $129.0K | 0.00% | +73+11.5% | Added |
| Clearstead Advisors, LLC | 709 | $129.4K | 0.00% | −135−16.0% | Reduced |
| Smartleaf Asset Management LLC | 933 | $168.3K | 0.02% | +125+15.5% | Added |
| Advisor Group Holdings, Inc. | 1,023 | $186.8K | 0.00% | +661+182.6% | Added |
| Quotient Wealth Partners, LLC | 1,116 | $203.6K | 0.01% | −621−35.8% | Reduced |
| Hilltop National Bank | 1,127 | $205.6K | 0.06% | −70−5.8% | Reduced |
| Credit Agricole S A | 1,158 | $211.3K | 0.00% | +20+1.8% | Added |
| Schechter Investment Advisors, LLC | 1,163 | $212.2K | 0.02% | +1,163 | New |
| Amica Retiree Medical Trust | 1,165 | $213.0K | 0.18% | +1,165 | New |
| Vident Advisory, LLC | 1,172 | $213.8K | 0.01% | +1,172 | New |
| Hardy Reed LLC | 1,190 | $217.1K | 0.02% | +1,190 | New |
| Private Advisor Group, LLC | 1,207 | $220.2K | 0.00% | +1,207 | New |
| Parallel Advisors, LLC | 1,207 | $220.2K | 0.01% | +1+0.1% | Added |
| Metis Global Partners, LLC | 1,242 | $226.9K | 0.01% | +1,242 | New |
| Signaturefd, LLC | 1,268 | $231.3K | 0.00% | +293+30.1% | Added |
| US Bancorp | 1,278 | $233.2K | 0.00% | +294+29.9% | Added |
| Evergreen Capital Management LLC | 1,314 | $240.1K | 0.01% | +1,314 | New |
| MML Investors Services, LLC | 1,436 | $262.0K | 0.00% | +1,436 | New |
| Sterling Capital Management LLC | 1,483 | $270.6K | 0.00% | +1,483 | New |
| Congress Wealth Management LLC | 1,486 | $271.1K | 0.00% | +1,486 | New |
| Marco Investment Management LLC | 1,510 | $275.5K | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,530 | $279.2K | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,600 | $292.7K | 0.00% | +1,600 | New |
| Dearborn Partners LLC | 1,627 | $296.9K | 0.01% | −4,509−73.5% | Reduced |
| Duncker Streett & Co Inc | 1,631 | $297.6K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,671 | $305.0K | 0.01% | −809−32.6% | Reduced |
| Berry Wealth Group, LP | 1,695 | $309.3K | 0.22% | +246+17.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,753 | $319.8K | 0.00% | +2+0.1% | Added |
| Personal Cfo Solutions, LLC | 1,768 | $322.6K | 0.05% | +1,768 | New |
| Investment Management Corp of Ontario | 1,791 | $326.8K | 0.01% | −200−10.0% | Reduced |
| Canoe Financial LP | 1,870 | $337.2K | 0.01% | −28,175−93.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,875 | $342.0K | 0.04% | +1,875 | New |
| Greenleaf Trust | 1,939 | $353.8K | 0.00% | 00.0% | Unchanged |
| Lindenwold Advisors | 1,942 | $354.3K | 0.18% | +5+0.3% | Added |
| Two Sigma Investments, LP | 1,964 | $358.4K | 0.00% | −1,595−44.8% | Reduced |
| Apollon Wealth Management, LLC | 2,027 | $369.8K | 0.01% | −198−8.9% | Reduced |
| Thompson Investment Management, Inc. | 2,061 | $376.0K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 2,127 | $386.7K | 0.00% | +347+19.5% | Added |
| Diversify Wealth Management, LLC | 2,124 | $391.9K | 0.04% | −247−10.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,224 | $405.8K | 0.00% | +787+54.8% | Added |
| Yorktown Management & Research Co Inc | 2,300 | $419.7K | 0.43% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,302 | $420.0K | 0.14% | +11+0.5% | Added |
| Rhumbline Advisers | 2,321 | $423.5K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,322 | $424.3K | 0.01% | +955+69.9% | Added |
| Cerity Partners LLC | 2,330 | $425.1K | 0.00% | +261+12.6% | Added |
| NorthCrest Asset Manangement, LLC | 2,400 | $437.9K | 0.01% | −83−3.3% | Reduced |
| Numerai GP LLC | 2,484 | $453.2K | 0.12% | −135−5.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,487 | $454.4K | 0.21% | +2,487 | New |
| Shell Asset Management Co | 2,486 | $455.0K | 0.02% | +2,486 | New |
| Tritonpoint Wealth, LLC | 2,561 | $462.5K | 0.04% | −286−10.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,683 | $489.6K | 0.00% | −154−5.4% | Reduced |
| Captrust Financial Advisors | 2,688 | $490.4K | 0.00% | 00.0% | Unchanged |