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Advantage Solutions Ownership | Who Owns Advantage Solutions?

OverviewForecastRevenueFinancialsChartTranscripts

Advantage Solutions Ownership Summary

Advantage Solutions is owned by 52.48% institutional investors, 62.01% insiders. 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 Solutions52.48%62.01%-14.49%
SectorCommunication Services Stocks 38.61%11.88%49.51%
IndustryAdvertising Stocks 39.15%8.88%51.97%

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 %
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%
Jun 30, 202393-13.08%80,579,139-1.93%253.83%48-5.88%27-20.59%

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%-660.24K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 11, 2024PEACOCK DAVID A Chief Executive OfficerBuy$54.87K
Nov 12, 2024PEACOCK DAVID A Chief Executive OfficerBuy$60.61K
Sep 09, 2024PEACOCK DAVID A Chief Executive OfficerBuy$50.96K
Jun 21, 2024PEACOCK DAVID A Chief Executive OfficerBuy$111.58K
Mar 11, 2024Pestello Jack Anthony COO, Branded ServicesBuy$38.70K

Insider Transactions Trends

DateBuySell
2024 Q42-
2024 Q31-
2024 Q21-
2024 Q13-
2023 Q49-

ADV Ownership FAQ

Who Owns Advantage Solutions?

Advantage Solutions shareholders are primarily institutional investors at 52.48%, followed by 62.01% insiders and -14.49% retail investors. The average institutional ownership in Advantage Solutions's industry, Advertising Stocks , is 39.15%, which Advantage Solutions exceeds.

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.

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