Advantage Solutions Ownership | Who Owns Advantage Solutions?


OverviewForecastRevenueFinancialsChartTranscripts

Advantage Solutions Ownership Summary


Advantage Solutions is owned by 31.84% institutional investors, 61.98% insiders, and 6.18% retail investors. Cvc management ii is the largest institutional shareholder, holding 25.39% of ADV shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 1.84% of its assets in Advantage Solutions shares.

ADV Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAdvantage Solutions31.84%61.98%6.18%
SectorCommunication Services Stocks 41.93%12.83%45.23%
IndustryAdvertising Stocks 45.53%10.91%43.56%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Cvc management ii81.61M25.39%$262.78M
Leonard green & partners15.45M4.81%$49.75M
T. rowe price investment management13.29M4.13%$42.78M
Atairos partners gp10.99M3.42%$35.37M
Blackrock7.38M2.30%$23.76M
Castleknight management lp3.53M1.10%$11.36M
Dimensional fund advisors lp3.41M1.06%$10.97M
Bridgeway capital management2.90M0.90%$9.34M
Bain capital investors2.89M0.90%$9.31M
Vanguard group2.67M0.83%$8.60M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Atairos partners gp10.99M100.00%$35.37M
Cvc management ii81.61M23.87%$262.78M
Kent lake capital1.87M2.71%$6.02M
Contrarian capital management1.27M1.28%$4.09M
Prentice capital management, lp169.30K1.28%$545.14K
Leonard green & partners15.45M1.06%$49.75M
Scoggin management lp625.00K0.67%$2.01M
Castleknight management lp3.53M0.56%$11.36M
Bridgeway capital management2.90M0.22%$9.34M
Bain capital investors2.89M0.20%$9.31M

Top Buyers

HolderShares% AssetsChange
Atairos partners gp10.99M100.00%6.01M
Castleknight management lp3.53M0.56%1.40M
Dimensional fund advisors lp3.41M0.00%1.39M
Cvc management ii81.61M23.87%902.41K
Blackrock7.38M0.00%796.90K

Top Sellers

HolderShares% AssetsChange
Vanguard group2.67M0.00%-5.70M
Arrowstreet capital, limited partnership378.63K0.00%-647.45K
Hrt financial lp---573.26K
Morgan stanley406.80K0.00%-217.09K
Blackbarn capital partners lp---211.70K

New Positions

HolderShares% AssetsChangeValue
Scoggin management lp625.00K0.67%625.00K$2.01M
First trust advisors lp316.96K0.00%316.96K$1.02M
Hsbc99.79K0.00%99.79K$320.51K
Aristeia capital87.93K0.01%87.93K$283.14K
Northrock partners86.67K0.03%86.67K$279.08K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-26.00
Advisor group-244.00
Sjs investment consulting-444.00
C m bidwell & associates-986.00
Thurston, springer, miller, herd & titak-4.00K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241274.96%102,237,846-0.13%313.14%65-15.58%3011.11%
Jun 30, 20241213.42%168,691,1485.47%522.16%7836.84%27-28.95%
Mar 31, 20241173.54%159,940,109-0.32%492.02%57-20.83%3872.73%
Dec 31, 20231139.71%160,454,442103.36%498.34%7235.85%22-4.35%
Sep 30, 202310310.75%78,900,368-2.08%243.87%5310.42%23-14.81%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
T. Rowe Price Small-Cap Value5.89M1.84%-26.71K
T. Rowe Price US Smlr Cm Eq A USD4.87M1.52%439.10K
T. Rowe Price U.S. SC Value Eq Tr-Z2.91M0.91%5.76K
iShares Russell 2000 ETF2.75M0.86%-6.17K
EA Bridgeway Omni Small-Cap Value ETF1.64M0.51%-
Bridgeway Omni Small-Cap Value1.48M0.46%-
Bridgeway Omni Small-Cap Value N1.48M0.46%130.00K
Fidelity Small Cap Index1.10M0.34%-27.39K
iShares Russell 2000 Value ETF1.02M0.32%-
Vanguard Institutional Extnd Mkt Idx Tr888.88K0.28%-

Recent Insider Transactions


DateNameRoleActivityValue
Nov 21, 2024Young Andrea COO, Experiential ServicesSell$226.53K
Nov 12, 2024PEACOCK DAVID A Chief Executive OfficerBuy$60.61K
Nov 11, 2024PEACOCK DAVID A Chief Executive OfficerBuy$54.87K
Sep 09, 2024PEACOCK DAVID A Chief Executive OfficerBuy$50.96K
Jun 21, 2024PEACOCK DAVID A Chief Executive OfficerBuy$111.58K

Insider Transactions Trends


DateBuySell
2024 Q421
2024 Q31-
2024 Q21-
2024 Q13-
2023 Q49-

ADV Ownership FAQ


Who Owns Advantage Solutions?

Advantage Solutions shareholders are primarily institutional investors at 31.84%, followed by 61.98% insiders and 6.18% retail investors. The average institutional ownership in Advantage Solutions's industry, Advertising Stocks , is 45.53%, which Advantage Solutions falls below.

Who owns the most shares of Advantage Solutions?

Advantage Solutions’s largest shareholders are Cvc management ii (81.61M shares, 25.39%), Leonard green & partners (15.45M shares, 4.81%), and T. rowe price investment management (13.29M shares, 4.13%). Together, they hold 34.33% of Advantage Solutions’s total shares outstanding.

Does Blackrock own Advantage Solutions?

Yes, BlackRock owns 2.30% of Advantage Solutions, totaling 7.38M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 23.76M$. In the last quarter, BlackRock increased its holdings by 796.9K shares, a 12.11% change.

Who is Advantage Solutions’s biggest shareholder by percentage of total assets invested?

Atairos partners gp is Advantage Solutions’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 10.99M Advantage Solutions shares, valued at 35.37M$.

Who is the top mutual fund holder of Advantage Solutions shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of Advantage Solutions shares, with 1.84% of its total shares outstanding invested in 5.89M Advantage Solutions shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools