Advantage Solutions Ownership | Who Owns Advantage Solutions?
Advantage Solutions Ownership Summary
Advantage Solutions is owned by 31.93% institutional investors, 61.81% insiders, and 6.26% retail investors. Leonard green & partners is the largest institutional shareholder, holding 4.81% of ADV shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 1.73% of its assets in Advantage Solutions shares.
ADV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Advantage Solutions | 31.93% | 61.81% | 6.26% |
| Sector | Communication Services Stocks | 31.68% | 14.81% | 53.51% |
| Industry | Advertising Stocks | 32.52% | 12.08% | 55.40% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Leonard green & partners | 15.45M | 4.81% | $45.11M |
| Cvc management ii | 15.29M | 4.76% | $44.65M |
| T. rowe price investment management | 14.80M | 4.61% | $43.21M |
| Atairos partners gp | 10.99M | 3.42% | $32.08M |
| Blackrock | 7.38M | 2.30% | $23.76M |
| Blackrock funding, inc. /de | 7.14M | 2.22% | $20.85M |
| Dimensional fund advisors lp | 4.68M | 1.46% | $13.68M |
| Castleknight management lp | 3.92M | 1.22% | $11.46M |
| Bridgeway capital management | 3.15M | 0.98% | $9.20M |
| Bain capital investors | 2.89M | 0.90% | $8.44M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Atairos partners gp | 10.99M | 64.57% | $32.08M |
| Cvc management ii | 15.29M | 5.03% | $44.65M |
| Kent lake capital | 1.87M | 2.71% | $6.02M |
| Sovereign's capital management | 890.23K | 1.66% | $2.60M |
| Contrarian capital management | 1.28M | 1.26% | $3.73M |
| Leonard green & partners | 15.45M | 1.10% | $45.11M |
| Castleknight management lp | 3.92M | 0.33% | $11.46M |
| Prentice capital management, lp | 58.32K | 0.29% | $170.30K |
| Bain capital investors | 2.89M | 0.24% | $8.44M |
| Bridgeway capital management | 3.15M | 0.21% | $9.20M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Castleknight management lp | 3.92M | 0.33% | 1.50M |
| Sovereign's capital management | 890.23K | 1.66% | 890.23K |
| Blackrock | 7.38M | 0.00% | 796.90K |
| Alyeska investment group | 488.68K | 0.01% | 488.68K |
| Dimensional fund advisors lp | 4.68M | 0.00% | 479.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 14.80M | 0.03% | -890.63K |
| First trust advisors lp | - | - | -709.95K |
| Scoggin management lp | - | - | -600.00K |
| Hrt financial lp | - | - | -573.26K |
| Morgan stanley | 406.80K | 0.00% | -217.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sovereign's capital management | 890.23K | 1.66% | 890.23K | $2.60M |
| Pnc financial services group | 350.13K | 0.00% | 350.13K | $1.02M |
| Victory capital management | 48.86K | 0.00% | 48.86K | $142.68K |
| Brevan howard capital management lp | 16.13K | 0.00% | 16.13K | $47.10K |
| Bnp paribas arbitrage, snc | 13.46K | - | 13.46K | $39.31K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -26.00 |
| Capital performance advisors llp | -28.00 |
| Parallel advisors | -63.00 |
| Allworth financial lp | -80.00 |
| Rothschild investment | -140.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 119 | -6.30% | 102,528,457 | 0.28% | 31 | 3.15% | 63 | -1.56% | 29 | -6.45% |
| Sep 30, 2024 | 127 | 4.96% | 102,237,846 | -0.13% | 31 | 3.14% | 65 | -15.58% | 30 | 11.11% |
| Jun 30, 2024 | 121 | 3.42% | 168,691,148 | 5.47% | 52 | 2.16% | 78 | 36.84% | 27 | -28.95% |
| Mar 31, 2024 | 117 | 3.54% | 159,940,109 | -0.32% | 49 | 2.02% | 57 | -20.83% | 38 | 72.73% |
| Dec 31, 2023 | 113 | 9.71% | 160,454,442 | 103.36% | 49 | 8.34% | 72 | 35.85% | 22 | -4.35% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 5.55M | 1.73% | - |
| T. Rowe Price US Smlr Cm Eq A USD | 5.34M | 1.66% | -105.62K |
| iShares Russell 2000 ETF | 2.80M | 0.87% | -24.25K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 2.74M | 0.85% | -167.71K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 2.74M | 0.85% | -167.71K |
| EA Bridgeway Omni Small-Cap Value ETF | 1.77M | 0.55% | 1.88K |
| Bridgeway Omni Small-Cap Value N | 1.45M | 0.45% | -30.00K |
| Bridgeway Omni Small-Cap Value | 1.45M | 0.45% | -30.00K |
| Fidelity Small Cap Index | 1.07M | 0.33% | -20.03K |
| iShares Russell 2000 Value ETF | 979.90K | 0.30% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 18, 2025 | KILTS JAMES M | - | Buy | $56.68K |
| Mar 14, 2025 | KILTS JAMES M | - | Buy | $58.58K |
| Mar 17, 2025 | KILTS JAMES M | - | Buy | $45.74K |
| Mar 12, 2025 | Poole Deborah | - | Sell | $58.41K |
| Mar 12, 2025 | Growe Christopher | Chief Financial Officer | Buy | $11.68K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 6 | 1 |
| 2024 Q4 | 2 | 1 |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 1 | - |
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