ADV Institutional Ownership & Shareholders
ADVANTAGE SOLUTIONS INC (ADV) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $180.37M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Leonard Green & Partners, L.P. is currently the largest disclosed institutional shareholder of ADV tracked by InsiderSet, reporting ownership valued at approximately $26.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.80M, representing an estimated loss of -25.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed ADV value among the investors covered in this analysis. Major shareholders include Leonard Green & Partners, L.P., Cvc Management Holdings Ii Ltd., Castleknight Management Lp, and several other long-term asset managers with concentrated positions in ADVANTAGE SOLUTIONS INC (ADV).
This page ranks the largest institutional ADV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$180.37M
Largest Holder
Leonard Green & Partners, L.P.
Largest Position
$26.72M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
141
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Leonard Green & Partners, L.P. | 2.78% | 618,000 | $26,722,320 | $19,800,720 | -$6,921,600 | -25.90% | |
| Cvc Management Holdings Ii Ltd. | 5.67% | 611,600 | $26,445,584 | $19,595,664 | -$6,849,920 | -25.90% | |
| Castleknight Management Lp | 0.92% | 581,347 | $25,137,444 | $18,626,358 | -$6,511,086 | -25.90% | |
| Atairos Partners Gp, Inc. | 46.23% | 439,430 | $19,000,953 | $14,079,337 | -$4,921,616 | -25.90% | |
| Blackrock, Inc. | 0.00% | 339,775 | $14,691,871 | $10,886,391 | -$3,805,480 | -25.90% | |
| Vanguard Capital Management Llc | 0.00% | 200,310 | $8,661,404 | $6,417,932 | -$2,243,472 | -25.90% | |
| Geode Capital Management, Llc | 0.00% | 126,287 | $5,461,861 | $4,046,235 | -$1,415,626 | -25.92% | |
| Bain Capital Investors Llc | 0.10% | 115,600 | $4,998,544 | $3,703,824 | -$1,294,720 | -25.90% | |
| Charles Schwab Investment Management Inc | 0.00% | 101,381 | $4,383,714 | $3,248,247 | -$1,135,467 | -25.90% | |
| Dimensional Fund Advisors Lp | 0.00% | 96,609 | $4,180,216 | $3,095,352 | -$1,084,864 | -25.95% | |
| State Street Corp | 0.00% | 90,502 | $3,913,306 | $2,899,684 | -$1,013,622 | -25.90% | |
| Walleye Capital Llc | 0.01% | 59,863 | $2,588,476 | $1,918,011 | -$670,465 | -25.90% | |
| Bank Of America Corp | 0.00% | 51,427 | $2,223,703 | $1,647,721 | -$575,982 | -25.90% | |
| Invesco Ltd. | 0.00% | 47,467 | $2,052,472 | $1,520,843 | -$531,629 | -25.90% | |
| Aqr Capital Management Llc | 0.00% | 46,313 | $2,002,573 | $1,483,869 | -$518,704 | -25.90% | |
| Bridgeway Capital Management, Llc | 0.03% | 45,199 | $1,954,405 | $1,448,176 | -$506,229 | -25.90% | |
| Stoic Point Capital Management Llc | 1.64% | 45,165 | $1,952,935 | $1,447,087 | -$505,848 | -25.90% | |
| Vanguard Portfolio Management Llc | 0.00% | 43,276 | $1,871,254 | $1,386,563 | -$484,691 | -25.90% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 40,531 | $1,752,560 | $1,298,613 | -$453,947 | -25.90% |
| American Century Companies Inc | 0.00% | 40,108 | $1,734,270 | $1,285,060 | -$449,210 | -25.90% | |
| Empowered Funds, Llc | 0.01% | 37,699 | $1,630,105 | $1,207,876 | -$422,229 | -25.90% | |
| Northern Trust Corp | 0.00% | 34,437 | $1,489,055 | $1,103,361 | -$385,694 | -25.90% | |
| Prudential Financial Inc | 0.00% | 30,153 | $1,303,816 | $966,102 | -$337,714 | -25.90% | |
| Mosaic Family Wealth Partners, Llc | 0.09% | 29,831 | $1,289,892 | $955,785 | -$334,107 | -25.90% | |
| State Of Wisconsin Investment Board | 0.00% | 28,532 | $1,233,724 | $914,165 | -$319,559 | -25.90% | |
| Vanguard Fiduciary Trust Co | 0.00% | 28,028 | $1,211,931 | $898,017 | -$313,914 | -25.90% | |
| Morgan Stanley | 0.00% | 20,940 | $905,447 | $670,918 | -$234,529 | -25.90% | |
| Millennium Management Llc | 0.00% | 19,266 | $833,062 | $617,283 | -$215,779 | -25.90% | |
| Aristeia Capital, L.L.C. | 0.01% | 18,202 | $787,054 | $583,192 | -$203,862 | -25.90% | |
| Cetera Investment Advisers | 0.00% | 16,267 | $703,385 | $521,195 | -$182,190 | -25.90% | |
| Two Sigma Investments, Lp | 0.00% | 15,003 | $648,730 | $480,696 | -$168,034 | -25.90% | |
| Summerhaven Investment Management, Llc | 0.33% | 22,926 | $595,159 | $734,549 | +$139,390 | +23.42% | |
| Bank Of New York Mellon Corp | 0.00% | 12,187 | $526,950 | $390,471 | -$136,479 | -25.90% | |
| Canada Pension Plan Investment Board | 0.00% | 11,900 | $514,556 | $381,276 | -$133,280 | -25.90% | |
| Goldman Sachs Group Inc | 0.00% | 11,657 | $504,049 | $373,490 | -$130,559 | -25.90% | |
| Marshall Wace, Llp | 0.00% | 11,417 | $493,671 | $365,801 | -$127,870 | -25.90% | |
| Ubs Group Ag | 0.00% | 11,302 | $488,698 | $362,116 | -$126,582 | -25.90% | |
| Squarepoint Ops Llc | 0.00% | 10,545 | $455,966 | $337,862 | -$118,104 | -25.90% | |
| Nuveen, Llc | 0.00% | 9,506 | $411,040 | $304,572 | -$106,468 | -25.90% | |
| Creative Planning | 0.00% | 14,483 | $375,979 | $464,035 | +$88,056 | +23.42% | |
| Xtx Topco Ltd | 0.00% | 8,383 | $362,481 | $268,591 | -$93,890 | -25.90% | |
| Wells Fargo & Company/Mn | 0.00% | 5,306 | $229,431 | $170,004 | -$59,427 | -25.90% | |
| Rhumbline Advisers | 0.00% | 4,962 | $214,547 | $158,982 | -$55,565 | -25.90% | |
| Deutsche Bank Ag\ | 0.00% | 3,813 | $164,874 | $122,169 | -$42,705 | -25.90% | |
| Strs Ohio | 0.00% | 5,300 | $137,588 | $169,812 | +$32,224 | +23.42% | |
| Metlife Investment Management, Llc | 0.00% | 2,763 | $119,472 | $88,527 | -$30,945 | -25.90% | |
| Russell Investments Group, Ltd. | 0.00% | 2,268 | $98,068 | $72,667 | -$25,401 | -25.90% | |
| State Of Wyoming | 0.01% | 3,601 | $93,482 | $115,376 | +$21,894 | +23.42% | |
| Citigroup Inc | 0.00% | 2,002 | $86,566 | $64,144 | -$22,422 | -25.90% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 1,996 | $86,307 | $63,952 | -$22,355 | -25.90% |
Frequently asked questions about ADV
Who are the largest institutional holders of ADV?
The largest institutional holders of ADV reported in the latest SEC Form 13F filings include Leonard Green & Partners, L.P., Cvc Management Holdings Ii Ltd., Castleknight Management Lp, Atairos Partners Gp, Inc., and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported ADV position.
What is ADV institutional ownership?
This page tracks ADV positions reported by institutional investment managers through SEC Form 13F. ADVANTAGE SOLUTIONS INC (ADV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ADV?
InsiderSet currently tracks 89 institutional managers reporting ADV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ADV shareholders.
How much ADV stock do institutions own?
Institutional investment managers disclosed approximately $180.37M in ADV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ADV institutional ownership last updated?
The latest ADV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ADV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ADV position after the reporting date.
Are institutions buying or selling ADV?
Institutional buying and selling can be analyzed by comparing ADV positions across consecutive 13F reporting periods. InsiderSet's ADV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ADV ownership changes.
How has ADV institutional ownership changed over time?
InsiderSet tracks ADV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.