FirstService Ownership | Who Owns FirstService?
FirstService Ownership Summary
FirstService is owned by 53.93% institutional investors, 8.95% insiders, and 37.12% retail investors. Orbis allan gray is the largest institutional shareholder, holding 8.68% of FSV shares. Janus Henderson Enterprise D is the top mutual fund, with 2.33% of its assets in FirstService shares.
FSV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | FirstService | 53.93% | 8.95% | 37.12% |
| Sector | Real Estate Stocks | 49.41% | 9.79% | 40.80% |
| Industry | Real Estate Services Stocks | 30.00% | 18.52% | 51.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Orbis allan gray | 3.97M | 8.68% | $551.35M |
| Vanguard group | 1.95M | 5.90% | $304.00M |
| Manufacturers life insurance company, the | 1.91M | 4.19% | $265.93M |
| Janus henderson group | 1.59M | 3.47% | $220.56M |
| Mackenzie financial | 1.47M | 3.22% | $204.65M |
| Conestoga capital advisors | 1.22M | 2.65% | $172.95M |
| Neuberger berman group | 1.20M | 2.62% | $166.59M |
| Norges bank | 550.40K | 1.65% | $85.60M |
| Cibc asset management | 721.87K | 1.58% | $100.24M |
| Morgan stanley | 611.55K | 1.34% | $84.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lionstone capital management | 261.95K | 8.81% | $36.40M |
| Norwood investment partners, lp | 27.32K | 5.84% | $3.80M |
| Conestoga capital advisors | 1.22M | 3.76% | $172.95M |
| Jacobson & schmitt advisors | 142.19K | 3.30% | $20.21M |
| R.p. boggs | 50.16K | 3.19% | $7.13M |
| Baskin financial services | 246.26K | 2.75% | $34.97M |
| Summit creek advisors | 93.07K | 2.66% | $12.93M |
| Orbis allan gray | 3.97M | 2.33% | $551.35M |
| Geneva capital management | 527.57K | 1.56% | $73.30M |
| Altravue capital | 126.25K | 1.51% | $17.54M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Orbis allan gray | 3.97M | 2.33% | 1.98M |
| Norges bank | 550.40K | 0.01% | 550.40K |
| Cibc asset management | 721.87K | 0.24% | 400.91K |
| Vanguard fiduciary trust | 360.51K | 0.01% | 360.51K |
| Vanguard global advisers | 321.07K | 0.02% | 321.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Manufacturers life insurance company, the | 1.91M | 0.23% | -861.95K |
| T. rowe price investment management | - | - | -437.94K |
| Durable capital partners lp | - | - | -436.60K |
| Price t rowe associates inc /md/ | - | - | -382.07K |
| Franklin resources | 18.84K | 0.00% | -343.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 550.40K | 0.01% | 550.40K | $85.60M |
| Vanguard fiduciary trust | 360.51K | 0.01% | 360.51K | $50.15M |
| Vanguard global advisers | 321.07K | 0.02% | 321.07K | $44.67M |
| Vanguard asset management | 74.03K | 0.01% | 74.03K | $10.30M |
| Vanguard investments australia | 20.78K | 0.01% | 20.78K | $2.89M |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| Wealthspire advisors | -1.00 |
| Creative financial designs inc /adv | -2.00 |
| Twin peaks wealth advisors | -3.00 |
| Quadrant capital group | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 249 | -20.19% | 24,655,314 | -24.22% | 53 | 1.06% | 131 | -10.27% | 79 | -30.09% |
| Dec 31, 2025 | 90 | -72.14% | 5,331,683 | -82.86% | 16 | 0.19% | 36 | -77.07% | 31 | -73.28% |
| Sep 30, 2025 | 126 | -60.38% | 6,813,598 | -77.81% | 20 | 0.24% | 46 | -71.78% | 52 | -51.85% |
| Jun 30, 2025 | 316 | 1.28% | 30,707,110 | 3.05% | 91 | 2.13% | 163 | 2.52% | 107 | 3.88% |
| Mar 31, 2025 | 307 | 0.99% | 29,746,139 | -2.46% | 65 | 1.43% | 157 | 3.97% | 100 | -2.91% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Henderson Enterprise D | 1.07M | 2.33% | 44.33K |
| Janus Inst Mid Cap Growth CF | 1.03M | 2.24% | 133.27K |
| Neuberger Berman Genesis Inv | 935.18K | 2.06% | -35.81K |
| Orbis SICAV Intl Eq Inv | 667.45K | 1.45% | - |
| Neuberger Genesis Inv | 661.00K | 1.44% | -11.08K |
| Orbis Optimal (US$) Fund | 619.55K | 1.35% | 172.38K |
| Vanguard Total Intl Stock Index Inv | 606.03K | 1.32% | 4.12K |
| Conestoga Small Cap Investors | 589.85K | 1.28% | -22.00K |
| Janus Henderson Mid Cap Growth MA | 488.54K | 1.06% | 488.54K |
| US Small-Cap Growth II Equity Comp | 435.33K | 0.96% | -7.96K |
FSV Ownership FAQ
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