Advantage Solutions Ownership | Who Owns Advantage Solutions?
Advantage Solutions Ownership Summary
Advantage Solutions is owned by 31.47% institutional investors, 60.82% insiders, and 7.71% retail investors. Leonard green & partners is the largest institutional shareholder, holding 4.78% of ADV shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 1.71% of its assets in Advantage Solutions shares.
ADV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Advantage Solutions | 31.47% | 60.82% | 7.71% |
| Sector | Communication Services Stocks | 46.39% | 16.16% | 37.45% |
| Industry | Advertising Stocks | 46.36% | 15.23% | 38.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Leonard green & partners | 15.45M | 4.78% | $20.39M |
| Cvc management ii | 15.29M | 4.73% | $20.18M |
| T. rowe price investment management | 13.32M | 4.12% | $17.59M |
| Atairos partners gp | 10.99M | 3.40% | $14.50M |
| Blackrock | 7.38M | 2.30% | $23.76M |
| Castleknight management lp | 7.40M | 2.29% | $9.76M |
| Blackrock funding, inc. /de | 6.15M | 1.90% | $8.12M |
| Dimensional fund advisors lp | 4.68M | 1.46% | $13.68M |
| Bridgeway capital management | 3.15M | 0.98% | $9.20M |
| Bain capital investors | 2.89M | 0.89% | $3.81M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Atairos partners gp | 10.99M | 49.32% | $14.50M |
| Cvc management ii | 15.29M | 3.14% | $20.18M |
| Kent lake capital | 1.87M | 2.71% | $6.02M |
| Indaba capital management | 980.87K | 0.96% | $1.29M |
| Sovereign's capital management | 1.11M | 0.78% | $1.47M |
| Contrarian capital management | 1.61M | 0.61% | $2.13M |
| Leonard green & partners | 15.45M | 0.61% | $20.39M |
| Castleknight management lp | 7.40M | 0.28% | $9.76M |
| Bridgeway capital management | 3.15M | 0.21% | $9.20M |
| Bain capital investors | 2.89M | 0.12% | $3.81M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Castleknight management lp | 7.40M | 0.28% | 2.45M |
| 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 |
| Kent lake capital | 1.87M | 2.71% | 403.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 13.32M | 0.01% | -1.14M |
| Blackrock funding, inc. /de | 6.15M | 0.00% | -845.51K |
| First trust advisors lp | - | - | -709.95K |
| Scoggin management lp | - | - | -600.00K |
| Ancora advisors | - | - | -469.86K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Victory capital management | 48.86K | 0.00% | 48.86K | $142.68K |
| Point72 asia (singapore) pte. | 44.40K | 0.01% | 44.40K | $58.61K |
| Hrt financial lp | 36.99K | 0.00% | 36.99K | $48.00K |
| Private wealth management group | 26.57K | 0.01% | 26.57K | $35.07K |
| Oak thistle | 17.68K | 0.00% | 17.68K | $23.34K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -26.00 |
| Capital performance advisors llp | -28.00 |
| True wealth design | -32.00 |
| Massmutual trust co fsb/adv | -61.00 |
| Parallel advisors | -63.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 110 | -7.56% | 101,636,339 | 10.97% | 31 | 3.88% | 50 | -1.96% | 37 | -13.95% |
| Mar 31, 2025 | 118 | -1.67% | 102,267,787 | -0.59% | 31 | 3.10% | 50 | -20.63% | 43 | 53.57% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 5.53M | 1.71% | -6.47K |
| T. Rowe Price US Smlr Cm Eq A USD | 4.89M | 1.51% | -189.91K |
| T. Rowe Price US Smlr Coms Eq A | 3.97M | 1.22% | -374.57K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 2.74M | 0.85% | 5.22K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 2.76M | 0.85% | 15.71K |
| iShares Russell 2000 ETF | 2.25M | 0.69% | -42.84K |
| EA Bridgeway Omni Small-Cap Value ETF | 1.78M | 0.55% | - |
| Fidelity Small Cap Index | 1.07M | 0.33% | - |
| Schwab Fundamental U.S. Small CompanyETF | 997.40K | 0.31% | - |
| Bridgeway Omni Small-Cap Value | 949.64K | 0.29% | -175.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 06, 2025 | KILTS JAMES M | - | Buy | $12.48K |
| Jun 04, 2025 | KILTS JAMES M | - | Buy | $7.10K |
| Jun 05, 2025 | KILTS JAMES M | - | Buy | $19.49K |
| Jun 03, 2025 | KILTS JAMES M | - | Buy | $28.91K |
| Jun 02, 2025 | KILTS JAMES M | - | Buy | $19.87K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 16 | - |
| 2025 Q1 | 6 | 1 |
| 2024 Q4 | 2 | 1 |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 1 | - |
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