SEC 13F Intelligence

ADVANTAGE SOLUTIONS INC

CUSIP 00791N102

Advantage Solutions Inc has 3 institutional holders in Filings Flow’s 13F database, together reporting 963.3K shares worth $10M as of Q1 2026. The largest reported holders are Leonard Green & Partners, L.P., Cvc Management Holdings II Ltd., and Castleknight Management LP.

Institutional Holders
3
Q1 2026
Reported Value
$10M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q2 ’21: 71Q2 ’21Q4 ’21: 72Q4 ’21Q4 ’22: 101Q4 ’22Q4 ’25: 100Q4 ’25Q1 ’26: 3Q1 ’26filingsflow.com
Total reported value
Q2 ’21: $1.2BQ2 ’21Q4 ’21: $958MQ4 ’21Q4 ’22: $68MQ4 ’22Q4 ’25: $86MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CVC Management Holdings II Ltd.$420M AUM2.26%$13M15.29MQ4 2025OLDER
Stoic Point Capital Management LLC$103M AUM1.16%$1M1.56MQ4 2025OLDER
Leonard Green & Partners, L.P.$2.8B AUM0.53%$14M15.45MQ4 2025OLDER
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$357M AUM0.23%$880,0001.00MQ4 2025OLDER
CastleKnight Management LP$6.0B AUM0.23%$10M11.79MQ4 2025OLDER
Sovereign's Capital Management, LLC$136M AUM0.12%$196,794223.6KQ4 2025OLDER
BAIN CAPITAL INVESTORS LLC$3.3B AUM0.06%$3M2.89MQ4 2025OLDER
MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM0.05%$444,400505.0KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$487,758554.3KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.04%$100,50665.7KQ3 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.04%$2M1.94MQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.02%$1M1.53MQ4 2025OLDER
St. Louis Financial Planners Asset Management, LLC$188M AUM0.02%$26,11329.7KQ4 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.02%$687,636449.4KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$58,60744.4KQ2 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$172,318112.6KQ3 2025OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.01%$78,81389.6KQ4 2025OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$243,982186.2KQ3 2025OLDER
NINE MASTS CAPITAL Ltd$693M AUM0.01%$30,79135.0KQ4 2025OLDER
Sagewood Asset Management LP$319M AUM0.00%$12,67914.4KQ4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$14,58216.6KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.00%$111,237126.4KQ4 2025OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.00%$160,775105.1KQ3 2025OLDER
Oak Thistle LLC$1.0B AUM0.00%$23,34317.7KQ2 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$4,9335.60MQ4 2025OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$183,040208.0KQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.00%$78,19988.9KQ4 2025OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.00%$25,81029.3KQ4 2025OLDER
SAWGRASS ASSET MANAGEMENT LLC$664M AUM0.00%$10,45411.9KQ4 2025OLDER
a16z Perennial Management, L.P.$1.2B AUM0.00%$16,60318.9KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$705,056801.2KQ4 2025OLDER
CarsonAllaria Wealth Management, Ltd.$202M AUM0.00%$1,8811.4KQ2 2025OLDER
Voleon Capital Management LP$4.6B AUM0.00%$35,52423.2KQ3 2025OLDER
Caprock Group, LLC$4.1B AUM0.00%$35,97140.9KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$4M4.04MQ4 2025OLDER
Quarry LP$558M AUM0.00%$3,3702.6KQ2 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$152,68399.8KQ3 2025OLDER
Retirement Planning Group, LLC$3.2B AUM0.00%$17,60911.5KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$504,464573.3KQ4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$174,255134.6KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$3M3.76MQ4 2025OLDER
Clayton Financial Group LLC$195M AUM0.00%$8801.0KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$40,98546.6KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$145,992110.6KQ2 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$72,89847.6KQ3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$27,92521.2KQ2 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$25,88316.9KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$10,74712.2KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$68,46477.8KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$178,709203.1KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$22,79017.3KQ2 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$7,9149.0KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$27,47231.2KQ4 2025OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$15,88310.4KQ3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$3,1642.1KQ3 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$1,3201.0KQ2 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$332,391217.2KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$154,477175.5KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$2M2.76MQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$352,561400.6KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$28,26818.5KQ3 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$424277Q3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$11,19912.7KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$6M7.00MQ4 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$15,32811.6KQ2 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$7M7.39MQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$5,7236.5KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$113,960129.5KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$4,8845.5KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$44,21728.9KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$2,3172.6KQ4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$15,37010.0KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$152,398173.2KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$636,811723.6KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$1,4141.6KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$429,304280.6KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$2M2.18MQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$83,77254.8KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$40,22745.7KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$32,72324.8KQ2 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$48,10654.7KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$3,5452.3KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$215,790163.5KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$57,96337.9KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$347227Q3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$174,273198.0KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$14,38416.3KQ4 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$9,32810.6KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$219,964250.0KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$234,846266.9KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$27,66131.4KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$112,728128.1KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$460,937523.8KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$15,16117.2KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$81,37492.5KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$144,598164.3KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$15,19211.5KQ2 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$31,39123.8KQ2 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$149,079169.4KQ4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$9,39010.7KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$1,2161.4KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$17,25819.6KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$39,37925.7KQ3 2025OLDER
J. Goldman & Co LP$3.4B AUM0.00%$53359.9KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$102,117116.0KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$10,54212.0KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$23,19926.4KQ4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$2,7861.8KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$865983Q4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$18,50321.0KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$113,915129.4KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$55,18262.7KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$2123Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$77,35987.9KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$22.1KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$9,36710.6KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$4854.4KQ4 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$1,6031.0KQ3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$5,0865.8KQ4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$11,14912.7KQ4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$5664Q4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$24,64028.0KQ4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$241157Q3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$8801.0KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$13,00014.2KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$5,7584.4KQ2 2025OLDER
COMERICA BANK$25.1B AUM0.00%$499326Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$8898Q1 2026
Legal & General Group Plc$432.4B AUM0.00%$7,9609.0KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$11Q2 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2630Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1,4571.7KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$10,61112.1KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$11Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.