FirstService Ownership | Who Owns FirstService?
FirstService Ownership Summary
FirstService is owned by 68.02% institutional investors, 10.25% insiders, and 21.73% retail investors. Durable capital partners lp is the largest institutional shareholder, holding 7.88% of FSV shares. Manulife Dividend Income F is the top mutual fund, with 2.44% of its assets in FirstService shares.
FSV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FirstService | 68.02% | 10.25% | 21.73% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Real Estate Services Stocks | 50.17% | 20.73% | 29.10% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Durable capital partners lp | 3.53M | 7.88% | $538.61M |
| Manufacturers life insurance company, the | 2.73M | 6.10% | $415.43M |
| Vanguard group | 1.74M | 3.88% | $265.43M |
| T. rowe price investment management | 1.59M | 3.54% | $241.71M |
| Neuberger berman group | 1.54M | 3.44% | $235.28M |
| Conestoga capital advisors | 1.43M | 3.18% | $217.41M |
| Mackenzie financial | 1.21M | 2.70% | $184.02M |
| Fil | 967.77K | 2.16% | $147.28M |
| William blair investment management | 861.87K | 1.92% | $131.32M |
| Royal bank of canada | 755.28K | 1.68% | $115.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lionstone capital management | 216.20K | 8.41% | $32.94M |
| Durable capital partners lp | 3.53M | 4.42% | $538.61M |
| R.p. boggs | 46.70K | 4.31% | $7.12M |
| Jacobson & schmitt advisors | 98.46K | 3.41% | $15.00M |
| Conestoga capital advisors | 1.43M | 3.26% | $217.41M |
| Baskin financial services | 249.85K | 3.25% | $38.01M |
| Summit creek advisors | 104.27K | 2.18% | $15.89M |
| Altravue capital | 124.66K | 1.89% | $18.99M |
| Boston financial mangement | 196.88K | 0.95% | $30.00M |
| Financial council asset management | 10.00K | 0.85% | $1.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 557.25K | 0.01% | 557.25K |
| Durable capital partners lp | 3.53M | 4.42% | 498.44K |
| Copeland capital management | 242.41K | 0.69% | 242.41K |
| Geneva capital management | 239.53K | 0.66% | 239.53K |
| Millennium management | 209.30K | 0.01% | 199.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mackenzie financial | 1.21M | 0.27% | -691.29K |
| T. rowe price investment management | 1.59M | 0.15% | -302.69K |
| Apg asset management | - | - | -235.31K |
| Fred alger management | 754.76K | 0.56% | -224.11K |
| Cibc asset management | 304.95K | 0.17% | -222.01K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 557.25K | 0.01% | 557.25K | $84.82M |
| Copeland capital management | 242.41K | 0.69% | 242.41K | $36.94M |
| Geneva capital management | 239.53K | 0.66% | 239.53K | $36.50M |
| Colony group | 154.75K | 0.08% | 154.75K | $23.58M |
| Charles schwab investment management | 93.29K | 0.00% | 93.29K | $14.19M |
Sold Out
| Holder | Change |
|---|---|
| Optiver b.v. | -7.00 |
| Lindbrook capital | -14.00 |
| Northwestern mutual wealth management | -21.00 |
| Ashton thomas private wealth | -36.00 |
| Anfield capital management | -45.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 235 | -1.67% | 30,679,254 | -2.48% | 68 | 1.38% | 118 | -13.87% | 78 | 25.81% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Manulife Dividend Income F | 1.10M | 2.44% | -89.55K |
| Neuberger Berman Genesis Inv | 980.67K | 2.18% | -4.64K |
| Conestoga Small Cap Investors | 817.43K | 1.81% | 23.05K |
| Vanguard Total Intl Stock Index Inv | 558.76K | 1.24% | 405.00 |
| iProfile Canadian Equity Private Pool I | 436.88K | 0.97% | - |
| Handelsbanken Global Tema (A1 SEK) | 408.80K | 0.91% | - |
| T. Rowe Price US Small-Cap Core Equity | 359.01K | 0.80% | -58.78K |
| T. Rowe Price Small-Cap Stock | 359.01K | 0.80% | -9.80K |
| Vanguard Developed Markets Index Admiral | 343.67K | 0.76% | 2.18K |
| Manulife Dividend Income Priv Pool C | 317.54K | 0.70% | -23.64K |
FSV Ownership FAQ
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