FirstService Ownership | Who Owns FirstService?
FirstService Ownership Summary
FirstService is owned by 67.42% institutional investors, 10.97% insiders, and 21.62% retail investors. Durable capital partners lp is the largest institutional shareholder, holding 5.71% of FSV shares. Neuberger Berman Genesis Inv is the top mutual fund, with 2.17% of its assets in FirstService shares.
FSV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FirstService | 67.42% | 10.97% | 21.62% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Real Estate Services Stocks | 42.06% | 20.19% | 37.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Durable capital partners lp | 2.57M | 5.71% | $465.99M |
| Vanguard group | 1.79M | 3.98% | $325.10M |
| Neuberger berman group | 1.58M | 3.50% | $285.79M |
| Conestoga capital advisors | 1.45M | 3.22% | $262.29M |
| Manufacturers life insurance company, the | 1.35M | 3.00% | $244.91M |
| T. rowe price investment management | 1.29M | 2.85% | $232.66M |
| Orbis allan gray | 1.19M | 2.65% | $215.97M |
| Fil | 1.06M | 2.35% | $191.52M |
| Mackenzie financial | 804.88K | 1.79% | $151.60M |
| William blair investment management | 737.55K | 1.64% | $133.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lionstone capital management | 216.20K | 10.02% | $39.14B |
| R.p. boggs | 46.22K | 4.99% | $8.37M |
| Durable capital partners lp | 2.57M | 3.80% | $465.99M |
| Baskin financial services | 250.26K | 3.60% | $45.31M |
| Conestoga capital advisors | 1.45M | 3.48% | $262.29M |
| Jacobson & schmitt advisors | 94.08K | 3.29% | $17.03M |
| Summit creek advisors | 106.28K | 2.53% | $19.24M |
| Altravue capital | 131.18K | 1.98% | $23.75M |
| Jcic asset management | 22.09K | 1.62% | $4.00M |
| Boston financial mangement | 251.44K | 1.37% | $45.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Orbis allan gray | 1.19M | 1.16% | 710.81K |
| Norges bank | 545.09K | 0.01% | 545.09K |
| Raymond james financial | 268.15K | 0.02% | 268.15K |
| Price t rowe associates inc /md/ | 656.10K | 0.01% | 229.89K |
| Cibc asset management | 457.74K | 0.27% | 167.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Durable capital partners lp | 2.57M | 3.80% | -806.97K |
| Manufacturers life insurance company, the | 1.35M | 0.21% | -764.38K |
| Colony group | 156.25K | 0.07% | -416.48K |
| Mackenzie financial | 804.88K | 0.22% | -308.34K |
| Bank of nova scotia | 198.85K | 0.07% | -226.38K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 545.09K | 0.01% | 545.09K | $98.62M |
| Raymond james financial | 268.15K | 0.02% | 268.15K | $48.54M |
| Aviva | 22.79K | 0.01% | 22.79K | $4.12M |
| Eam global investors | 14.43K | 0.47% | 14.43K | $2.61M |
| Orion portfolio solutions | 11.69K | 0.02% | 11.69K | $2.12M |
Sold Out
| Holder | Change |
|---|---|
| Optiver b.v. | -7.00 |
| Northwestern mutual wealth management | -21.00 |
| Financial network wealth advisors | -25.00 |
| Golden state equity partners | -30.00 |
| Ashton thomas private wealth | -36.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 295 | 3.15% | 30,368,677 | -0.88% | 67 | 1.46% | 145 | -8.80% | 99 | 20.73% |
| Sep 30, 2024 | 284 | 5.19% | 30,639,255 | -1.23% | 68 | 1.42% | 158 | 4.64% | 82 | 2.50% |
| Jun 30, 2024 | 270 | 0.75% | 31,018,875 | 1.59% | 69 | 1.49% | 151 | 14.39% | 80 | -16.67% |
| Mar 31, 2024 | 268 | 0.75% | 30,532,676 | -1.26% | 68 | 1.42% | 132 | -8.33% | 96 | 12.94% |
| Dec 31, 2023 | 266 | 13.19% | 30,921,993 | 0.79% | 69 | 1.46% | 144 | 22.03% | 85 | 8.97% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Neuberger Berman Genesis Inv | 980.67K | 2.17% | - |
| Conestoga Small Cap Investors | 817.43K | 1.80% | - |
| Vanguard Total Intl Stock Index Inv | 563.38K | 1.24% | 599.00 |
| Manulife Dividend Income F | 518.71K | 1.14% | 69.00 |
| Orbis SICAV Intl Eq Inv | 512.16K | 1.13% | 366.01K |
| Handelsbanken Global Tema (A1 SEK) | 463.80K | 1.02% | - |
| US Small-Cap Growth II Equity Comp | 449.41K | 1.00% | 158.61K |
| T. Rowe Price New Horizons | 449.28K | 0.99% | - |
| Vanguard Developed Markets Index Admiral | 348.21K | 0.77% | - |
| Conestoga Small Cap Growth | 336.55K | 0.74% | 19.87K |
FSV Ownership FAQ
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