FirstService Ownership | Who Owns FirstService?


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FirstService Ownership Summary


FirstService is owned by 65.57% institutional investors, 8.88% insiders, and 25.55% retail investors. Durable capital partners lp is the largest institutional shareholder, holding 5.88% of FSV shares. Neuberger Berman Genesis Inv is the top mutual fund, with 2.06% of its assets in FirstService shares.

FSV Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockFirstService65.57%8.88%25.55%
SectorReal Estate Stocks 47.20%8.74%44.06%
IndustryReal Estate Services Stocks 39.20%20.20%40.60%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Durable capital partners lp1.96M5.88%$342.88M
Mackenzie financial1.48M4.42%$257.63M
Orbis allan gray1.42M4.27%$248.64M
Conestoga capital advisors1.40M4.20%$244.91M
Vanguard group1.79M3.98%$325.10M
Neuberger berman group1.58M3.50%$285.79M
Fil1.11M3.33%$193.71M
Manufacturers life insurance company, the1.35M3.00%$244.91M
T. rowe price investment management885.86K2.65%$154.69M
William blair investment management511.49K1.53%$89.32M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Lionstone capital management216.20K9.07%$37.75M
R.p. boggs47.71K4.23%$8.33M
Norwood investment partners, lp28.88K3.78%$5.04M
Conestoga capital advisors1.40M3.62%$244.91M
Baskin financial services252.07K3.33%$43.98M
Jacobson & schmitt advisors96.75K2.99%$16.89M
Durable capital partners lp1.96M2.60%$342.88M
Summit creek advisors106.28K2.53%$19.24M
Altravue capital131.18K1.98%$23.75M
Jcic asset management22.09K1.62%$4.00M

Top Buyers

HolderShares% AssetsChange
Mackenzie financial1.48M0.33%740.58K
Norges bank545.09K0.01%545.09K
Price t rowe associates inc /md/656.10K0.01%229.89K
Cibc asset management457.74K0.27%167.00K
Bank of america corp /de/173.60K0.00%108.39K

Top Sellers

HolderShares% AssetsChange
Manufacturers life insurance company, the1.35M0.21%-764.38K
Connor, clark & lunn investment management140.11K0.09%-393.28K
American century companies252.87K0.02%-285.66K
Durable capital partners lp1.96M2.60%-193.15K
Colony group---176.14K

New Positions

HolderShares% AssetsChangeValue
Norges bank545.09K0.01%545.09K$98.62M
Motley fool wealth management29.57K0.31%29.57K$5.16M
Ars wealth advisors group13.00K0.26%13.00K$2.27M
Point72 asia (singapore) pte.12.49K0.39%12.49K$2.18M
Orion portfolio solutions11.69K0.02%11.69K$2.12M

Sold Out

HolderChange
Optiver b.v.-7.00
Physician wealth advisors-10.00
Continuum advisory-11.00
Dixon mitchell investment counsel-15.00
Sterling capital management-20.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20253070.99%29,746,139-2.46%651.43%1573.97%100-2.91%
Dec 31, 20242953.15%30,368,677-0.88%671.46%145-8.80%9920.73%
Sep 30, 20242845.19%30,639,255-1.23%681.42%1584.64%822.50%
Jun 30, 20242700.75%31,018,8751.59%691.49%15114.39%80-16.67%
Mar 31, 20242680.75%30,532,676-1.26%681.42%132-8.33%9612.94%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Neuberger Berman Genesis Inv935.18K2.06%-35.81K
Conestoga Small Cap Investors743.21K1.64%-9.70K
Vanguard Total Intl Stock Index Inv583.75K1.28%1.68K
Orbis SICAV Intl Eq Inv536.36K1.18%-
Handelsbanken Global Tema (A1 SEK)463.80K1.02%-
Janus Inst Mid Cap Growth CF446.39K0.98%163.65K
Janus Henderson Enterprise D446.39K0.98%23.88K
US Small-Cap Growth II Equity Comp435.33K0.96%-7.96K
T. Rowe Price New Horizons435.33K0.96%-2.17K
Vanguard Developed Markets Index Admiral365.18K0.80%3.02K

FSV Ownership FAQ


Who Owns FirstService?

FirstService shareholders are primarily institutional investors at 65.57%, followed by 8.88% insiders and 25.55% retail investors. The average institutional ownership in FirstService's industry, Real Estate Services Stocks , is 39.20%, which FirstService exceeds.

Who owns the most shares of FirstService?

FirstService’s largest shareholders are Durable capital partners lp (1.96M shares, 5.88%), Mackenzie financial (1.48M shares, 4.42%), and Orbis allan gray (1.42M shares, 4.27%). Together, they hold 14.57% of FirstService’s total shares outstanding.

Does Blackrock own FirstService?

BlackRock is not among the top 10 institutional shareholders of FirstService.

Who is FirstService’s biggest shareholder by percentage of total assets invested?

Lionstone capital management is FirstService’s biggest shareholder by percentage of total assets invested, with 9.07% of its assets in 216.2K FirstService shares, valued at 37.75M$.

Who is the top mutual fund holder of FirstService shares?

Neuberger Berman Genesis Inv is the top mutual fund holder of FirstService shares, with 2.06% of its total shares outstanding invested in 935.18K FirstService shares.

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