FirstserviceFSV
13F holders, Q4 2024 (December 31)309holders +25
36new positions
15sold out
3famous investors
$181.26avg. 13F price*
At the end of Q4 2024, 309 institutions reported holding Firstservice Corp. (FSV) in their 13F filings, up 25 from Q3 2024. 36 opened new positions and 15 sold out. The largest holders were Durable Capital Partners LP ($466.0M), Vanguard Group Inc. ($325.1M) and Neuberger Berman Group LLC ($285.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Firstservice Corp.
- CUSIP
- 33767E202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $38.8M |
| Exits | 15 | $17.8M |
All 13F filers, Q3 2024 → Q4 2024: 2,852,556 shares bought and 3,671,771 shares sold, net −819,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 309 holders
| Durable Capital Partners LP | 3.80% | Reduce -23.9% | 2,574,268 | $466.0M |
| Vanguard Group Inc. | 0.01% | Add +1.3% | 1,794,676 | $325.1M |
| Neuberger Berman Group LLC | 0.23% | Add +1.8% | 1,578,795 | $285.8M |
| Conestoga Capital Advisors, LLC | 3.48% | Reduce -0.1% | 1,448,952 | $262.3M |
| Manufacturers Life Insurance Company, The | 0.22% | Reduce -36.1% | 1,350,212 | $244.9M |
| T. Rowe Price Investment Management, Inc. | 0.14% | Reduce -8.7% | 1,285,283 | $232.7M |
| Orbis Allan Gray Ltd | 1.16% | Add +147.4% | 1,193,065 | $216.0M |
| FIL Ltd | 0.18% | Add +12.0% | 1,057,284 | $191.5M |
| Mackenzie Financial Corp. | 0.20% | Reduce -27.7% | 804,877 | $145.6M |
| William Blair Investment Management, LLC | 0.33% | Reduce -14.8% | 737,551 | $133.5M |
| Morgan Stanley | 0.01% | Add +6.2% | 698,883 | $126.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +53.9% | 656,097 | $118.8M |
| Royal Bank of Canada | 0.02% | Reduce -8.1% | 629,683 | $114.0M |
| Fred Alger Management, LLC | 0.53% | Reduce -17.9% | 615,357 | $111.5M |
| Renaissance Technologies | 0.16% | Reduce -5.9% | 591,488 | $107.1M |
| Franklin Resources Inc. | 0.03% | Add +18.5% | 556,050 | $100.6M |
| Norges Bank | 0.01% | Reduce -2.2% | 545,089 | $98.6M |
| American Century Companies Inc. | 0.06% | Add +36.2% | 543,163 | $98.4M |
| Cibc World Market Inc. | 0.19% | Reduce -7.7% | 464,513 | $84.1M |
| CIBC Asset Management Inc | 0.27% | Add +57.4% | 457,735 | $83.1M |
| 1832 Asset Management L.P. | 0.14% | Reduce -2.8% | 445,617 | $80.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.34% | Reduce -10.6% | 417,487 | $75.5M |
| Royce & Associates LP | 0.67% | Reduce -9.2% | 398,446 | $72.1M |
| Copeland Capital Management, LLC | 1.20% | Add +1.0% | 357,023 | $64.6M |
| National Bank of Canada | 0.08% | Add +34.4% | 328,780 | $59.6M |
| Bank of Montreal | 0.03% | Reduce -20.2% | 309,939 | $56.1M |
| Geode Capital Management, LLC | 0.00% | Add +23.5% | 297,037 | $55.5M |
| Raymond James Financial Inc. | 0.02% | — | 268,150 | $48.5M |
| Fiera Capital Corp | 0.15% | Add +24.1% | 258,848 | $46.8M |
| Boston Financial Mangement LLC | 1.38% | Add +1.9% | 251,439 | $45.5M |
| Baskin Financial Services Inc. | 3.60% | Reduce -0.1% | 250,262 | $45.3M |
| JPMorgan Chase & Co. | 0.00% | Add +18.8% | 238,471 | $43.2M |
| Geneva Capital Management LLC | 0.75% | Reduce -1.3% | 237,908 | $43.1M |
| Clearbridge Investments, LLC | 0.03% | Reduce -1.6% | 225,761 | $40.9M |
| Bank of America Corp. | 0.00% | Add +17.2% | 216,270 | $39.1M |
| Lionstone Capital Management LLC | 10.02% | No change | 216,200 | $39.1M |
| TD Asset Management Inc | 0.03% | Reduce -7.3% | 207,696 | $37.6M |
| Bank of Nova Scotia | 0.06% | Reduce -53.2% | 198,853 | $36.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +33.5% | 177,496 | $32.1M |
| Invesco Ltd. | 0.01% | Reduce -20.5% | 174,544 | $31.6M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +244.3% | 172,258 | $31.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -16.1% | 167,099 | $30.2M |
| Waratah Capital Advisors Ltd. | 1.67% | Add +107.4% | 164,947 | $29.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.9% | 163,133 | $29.5M |
| Legal & General Group Plc | 0.01% | Reduce -20.7% | 160,014 | $29.0M |
| Focus Partners Wealth | 0.07% | Reduce -72.7% | 156,246 | $28.3M |
| Bessemer Group Inc. | 0.05% | Reduce -9.0% | 155,961 | $28.2M |
| AltraVue Capital, LLC | 1.98% | No change | 131,175 | $23.7M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.4% | 122,903 | $22.2M |
| Swiss National Bank | 0.01% | Reduce -4.0% | 117,600 | $21.3M |
| Janus Henderson Group PLC | 0.01% | Add +6.4% | 116,529 | $21.1M |
| Osterweis Capital Management Inc. | 1.27% | Add +15.6% | 115,138 | $20.8M |
| Summit Creek Advisors LLC | 2.53% | Reduce -8.1% | 106,284 | $19.2M |
| Qube Research & Technologies Ltd | 0.03% | Add +74.6% | 101,411 | $18.4M |
| Fenimore Asset Management Inc | 0.38% | Reduce -0.5% | 100,007 | $18.1M |
| Acadian Asset Management LLC | 0.05% | Add +127.8% | 96,600 | $17.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.10% | Add +8.0% | 94,842 | $17.2M |
| Jacobson & Schmitt Advisors, LLC | 3.29% | Reduce -5.1% | 94,078 | $17.0M |
| D. E. Shaw & Co. | 0.02% | Add +201.3% | 91,311 | $16.5M |
| Blair William & Co. | 0.05% | Reduce -4.2% | 90,464 | $16.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.3% | 90,267 | $16.3M |
| Ameriprise Financial Inc. | 0.00% | Add +13.7% | 88,055 | $16.0M |
| Canada Pension Plan Investment Board | 0.01% | No change | 86,300 | $15.6M |
| BlackRock, Inc. | 0.00% | Add +4.0% | 85,857 | $15.5M |
| TD Waterhouse Canada Inc. | 0.12% | Add +18.6% | 83,485 | $14.5M |
| UBS Group AG | 0.00% | Add +33.2% | 77,478 | $14.0M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -25.7% | 71,868 | $13.0M |
| Amundi | 0.00% | Add +21.4% | 67,162 | $11.9M |
| Northern Trust Corp. | 0.00% | Add +41.7% | 64,496 | $11.7M |
| Montrusco Bolton Investments Inc. | 0.14% | Reduce -1.1% | 63,948 | $11.6M |
| Mufg Securities (canada), LTD. | 0.41% | Add +72.6% | 63,405 | $11.5M |
| Toronto Dominion Bank | 0.02% | Reduce -11.2% | 62,375 | $11.3M |
| Voloridge Investment Management, LLC | 0.04% | Add +20.1% | 58,213 | $10.5M |
| Wellington Management Group LLP | 0.00% | Reduce -7.9% | 57,671 | $10.4M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 56,689 | $10.3M |
| Hillsdale Investment Management Inc. | 0.45% | Add +97980.0% | 49,040 | $8.9M |
| Catawba River Capital | 4.99% | Reduce -0.2% | 46,223 | $8.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -32.6% | 42,317 | $7.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +2.7% | 42,200 | $7.7M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.91% | Add +10.4% | 41,667 | $7.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +9.4% | 41,061 | $7.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +3.6% | 28,371 | $7.4M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -10.2% | 40,818 | $7.4M |
| Bank of New York Mellon Corp | 0.00% | Add +9.6% | 39,525 | $7.2M |
| Jennison Associates LLC | 0.00% | Add +686.9% | 37,702 | $6.8M |
| Cumberland Partners Ltd | 0.47% | Add +0.1% | 36,860 | $6.7M |
| King Luther Capital Management Corp. | 0.03% | Add +7.2% | 35,664 | $6.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.6% | 34,086 | $6.2M |
| Argent Capital Management LLC | 0.17% | Add +16.0% | 33,406 | $6.0M |
| Polen Capital Management LLC | 0.02% | Add +16.5% | 32,771 | $5.9M |
| Canoe Financial LP | 0.09% | Add +1451.8% | 29,018 | $5.3M |
| Scotia Capital Inc. | 0.03% | New | 27,710 | $5.0M |
| Sargent Investment Group, LLC | 0.82% | Add +11.3% | 28,506 | $5.0M |
| Millennium Management | 0.00% | Add +130.6% | 27,090 | $4.9M |
| Legato Capital Management LLC | 0.63% | No change | 26,475 | $4.8M |
| Natixis Advisors, LLC | 0.01% | Add +3.5% | 24,645 | $4.5M |
| Agf Management Ltd. | 0.02% | Add +29.6% | 24,527 | $4.4M |
| Jane Street Group, LLC | 0.01% | Add +443.0% | 24,388 | $4.4M |
| Alberta Investment Management Corp | 0.03% | No change | 24,300 | $4.4M |
| Onex Canada Asset Management Inc. | 0.52% | Reduce -8.6% | 24,187 | $4.4M |
| New York State Common Retirement Fund | 0.01% | No change | 24,033 | $4.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +14.4% | 22,898 | $4.1M |
| Aviva PLC | 0.01% | New | 22,786 | $4.1M |
| Advisors Capital Management, LLC | 0.06% | Add +1.0% | 22,555 | $4.1M |
| JCIC Asset Management Inc. | 1.62% | New | 22,090 | $4.0M |
| Andra AP-fonden | 0.06% | Reduce -42.6% | 14,800 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 21,205 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | Add +190.1% | 20,942 | $3.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.7% | 20,353 | $3.7M |
| PDT Partners, LLC | 0.32% | No change | 19,726 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -12.0% | 20,271 | $3.5M |
| Harbor Capital Advisors, Inc. | 0.15% | Add +253.4% | 19,351 | $3.5M |
| APG Asset Management N.V. | 0.01% | New | 19,700 | $3.4M |
| Corient Private Wealth LP | 0.01% | Reduce -6.8% | 18,929 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -11.1% | 18,926 | $3.3M |
| HSBC Holdings PLC | 0.00% | Add +51.1% | 17,837 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +1.9% | 16,189 | $2.9M |
| Triasima Portfolio Management inc. | 0.55% | New | 15,556 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +123.6% | 15,151 | $2.7M |
| Quantinno Capital Management LP | 0.03% | Add +10.6% | 14,774 | $2.7M |
| Global IMC LLC | 0.47% | New | 14,427 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -33.1% | 14,099 | $2.6M |
| Barclays PLC | 0.00% | Reduce -10.1% | 13,888 | $2.5M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.85% | New | 9,486 | $2.5M |
| Eos Management, L.P. | 1.01% | Add +43.6% | 13,182 | $2.4M |
| Empowered Funds, LLC | 0.03% | Add +31.2% | 12,769 | $2.3M |
| USS Investment Management Ltd | 0.02% | Reduce -33.9% | 13,242 | $2.3M |
| GFI Investment Counsel Ltd. | 0.26% | No change | 12,502 | $2.3M |
| Creative Planning | 0.00% | Add +33.9% | 12,420 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +262.0% | 12,271 | $2.2M |
| Sei Investments Co. | 0.00% | Add +13.8% | 11,711 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 11,687 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 11,687 | $2.1M |
| Nexus Investment Management ULC | 0.21% | No change | 11,495 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -7.3% | 11,131 | $2.0M |
| Citigroup Inc. | 0.00% | Add +123.4% | 10,519 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +20.8% | 10,122 | $1.8M |
| JB Capital Partners LP | 0.35% | No change | 10,104 | $1.8M |
| Financial Council, LLC | 0.93% | No change | 10,000 | $1.8M |
| Amica Mutual Insurance Co. | 0.18% | No change | 9,908 | $1.8M |
| LPL Financial LLC | 0.00% | Add +5.1% | 9,707 | $1.8M |
| Korea Investment CORP | 0.00% | Add +5.4% | 9,704 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 9,629 | $1.7M |
| Swiss Life Asset Management Ltd | 0.01% | New | 9,560 | $1.7M |
| Van Lanschot Kempen Investment Management N.V. | 0.02% | Reduce -2.1% | 4,548 | $1.7M |
| Quantbot Technologies LP | 0.06% | Add +48.5% | 8,471 | $1.5M |
| Aviso Financial Inc. | 0.08% | Reduce -0.1% | 8,377 | $1.5M |
| Pembroke Management, LTD | 0.19% | No change | 5,819 | $1.5M |
| Aquatic Capital Management LLC | 0.04% | Add +134.8% | 8,219 | $1.5M |
| Plato Investment Management Ltd | 0.11% | No change | 7,949 | $1.4M |
| Schwartz Investment Counsel Inc. | 0.05% | No change | 7,500 | $1.4M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -9.1% | 7,500 | $1.4M |
| Bank of Nova Scotia Trust Co. | 0.14% | Reduce -1.9% | 7,304 | $1.3M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 7,244 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.10% | New | 7,227 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.2% | 7,070 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -20.4% | 7,000 | $1.3M |
| Auxier Asset Management LLC | 0.19% | No change | 6,873 | $1.2M |
| Parr McKnight Wealth Management Group, LLC | 0.17% | — | 6,690 | $1.2M |
| Bristol Gate Capital Partners Inc. | 0.06% | Add +8.1% | 6,629 | $1.2M |
| Granahan Investment Management, LLC | 0.05% | New | 6,241 | $1.1M |
| Accretive Wealth Partners, LLC | 0.47% | Reduce -0.5% | 6,166 | $1.1M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 6,092 | $1.1M |
| Informed Momentum Co LLC | 0.15% | New | 5,749 | $1.0M |
| Allianz Asset Management GmbH | 0.00% | Add +0.3% | 5,708 | $1.0M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -79.4% | 5,558 | $1.0M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -18.6% | 5,541 | $1.0M |
| Glenmede Trust Co. NA | 0.01% | Reduce -5.9% | 5,514 | $998K |
| Two Sigma Investments, LP | 0.00% | Add +173.9% | 5,380 | $974K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.07% | Reduce -52.9% | 5,185 | $939K |
| DAVENPORT & Co LLC | 0.01% | Add +77.6% | 5,074 | $918K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.0% | 4,888 | $885K |
| Numerai GP LLC | 0.22% | Add +81.8% | 4,517 | $818K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -24.9% | 4,395 | $796K |
| Balyasny Asset Management L.P. | 0.00% | New | 4,354 | $788K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.4% | 4,311 | $780K |
| Entropy Technologies, LP | 0.08% | Add +19.4% | 4,300 | $778K |
| AXS Investments LLC | 0.21% | Reduce -54.3% | 4,120 | $746K |
| Townsquare Capital LLC | 0.01% | Add +1.1% | 4,009 | $726K |
| Public Sector Pension Investment Board | 0.00% | Reduce -24.4% | 3,976 | $720K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -7.7% | 3,897 | $705K |
| UMB Bank, n.a. | 0.01% | No change | 3,624 | $656K |
| Lazard Asset Management LLC | 0.00% | New | 3,614 | $654K |
| Avanza Fonder AB | 0.02% | — | 2,500 | $651K |
| FMR LLC | 0.00% | Add +4.7% | 3,515 | $637K |
| Shell Asset Management Co. | 0.03% | Add +37.4% | 3,415 | $618K |
| Verition Fund Management LLC | 0.00% | New | 3,029 | $548K |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 2,974 | $538K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -4.3% | 2,953 | $535K |
| Orgel Wealth Management, LLC | 0.01% | No change | 2,865 | $519K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +0.3% | 2,784 | $504K |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 2,721 | $493K |
| PAX Financial Group, LLC | 0.09% | Reduce -17.5% | 2,682 | $485K |
| &partners | 0.01% | Add +58.8% | 2,654 | $482K |
| Centaurus Financial, Inc. | 0.03% | Reduce -5.8% | 2,585 | $468K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -0.1% | 2,559 | $464K |
| Mariner, LLC | 0.00% | Add +20.4% | 2,560 | $464K |
| Snowden Capital Advisors LLC | 0.01% | Add +6.5% | 2,473 | $448K |
| Trexquant Investment LP | 0.01% | Reduce -59.5% | 2,473 | $448K |
| XTX Topco Ltd | 0.04% | New | 2,446 | $443K |
| First Trust Advisors LP | 0.00% | New | 2,443 | $442K |
| Sustainable Insight Capital Management, LLC | 0.19% | Reduce -4.0% | 2,387 | $432K |
| Kornitzer Capital Management Inc. | 0.01% | Reduce -36.6% | 2,369 | $429K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -3.5% | 2,316 | $419K |
| Argonautica Private Wealth Management, Inc. | 0.13% | Reduce -0.0% | 2,301 | $417K |
| Yorktown Management & Research Co Inc | 0.40% | No change | 2,300 | $416K |
| Cerity Partners LLC | 0.00% | Reduce -3.4% | 2,250 | $408K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.9% | 2,204 | $399K |
| Rhumbline Advisers | 0.00% | Reduce -5.8% | 2,187 | $396K |
| HRT Financial LP | 0.00% | New | 2,175 | $393K |
| Thompson Investment Management, Inc. | 0.05% | No change | 2,061 | $373K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -4.0% | 2,038 | $356K |
| Greenleaf Trust | 0.00% | Add +0.7% | 1,953 | $354K |
| Lindenwold Advisors, INC | 0.18% | Reduce -1.9% | 1,905 | $345K |
| Vista Finance, LLC | 0.35% | New | 1,869 | $338K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.7% | 1,800 | $326K |
| Berry Wealth Group, LP | 0.23% | Add +5.4% | 1,786 | $323K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -13.2% | 1,760 | $319K |
| Versor Investments LP | 0.05% | Reduce -36.4% | 1,753 | $317K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 1,703 | $308K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -5.8% | 1,665 | $301K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 1,631 | $295K |
| Investment Management Corp of Ontario | 0.01% | Reduce -11.2% | 1,591 | $288K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,530 | $277K |
| Dearborn Partners LLC | 0.01% | Reduce -6.1% | 1,528 | $277K |
| Marco Investment Management LLC | 0.02% | No change | 1,510 | $273K |
| MML Investors Services, LLC | 0.00% | Add +4.7% | 1,504 | $272K |
| Evergreen Capital Management LLC | 0.01% | Add +7.2% | 1,408 | $255K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -12.8% | 1,396 | $253K |
| Signaturefd, LLC | 0.00% | Add +7.5% | 1,363 | $247K |
| US Bancorp \de | 0.00% | Add +4.4% | 1,334 | $242K |
| Parallel Advisors, LLC | 0.01% | Add +7.8% | 1,301 | $236K |
| Congress Asset Management Co. | 0.00% | New | 1,284 | $232K |
| CW Advisors, LLC | 0.00% | Reduce -13.6% | 1,284 | $232K |
| Metis Global Partners, LLC | 0.01% | No change | 1,242 | $225K |
| Private Advisor Group, LLC | 0.00% | Add +2.4% | 1,236 | $224K |
| Capital A Wealth Management, LLC | 0.36% | — | 1,203 | $218K |
| Hardy Reed LLC | 0.02% | No change | 1,190 | $215K |
| Amica Retiree Medical Trust | 0.20% | No change | 1,165 | $211K |
| Two Sigma Advisers, LP | 0.00% | New | 1,108 | $201K |
| Gitterman Wealth Management, LLC | 0.08% | New | 1,107 | $201K |
| Credit Agricole S A | 0.00% | Reduce -6.6% | 1,082 | $196K |
| Hilltop National Bank | 0.06% | Reduce -6.3% | 1,056 | $191K |
| Smartleaf Asset Management LLC | 0.02% | Add +5.4% | 983 | $178K |
| Fifth Third Bancorp | 0.00% | Reduce -11.6% | 625 | $113K |
| State of Wyoming | 0.01% | New | 559 | $101K |
| Security National Bank | 0.01% | No change | 553 | $100K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.8% | 553 | $100K |
| Osaic Holdings, Inc. | 0.00% | Reduce -48.4% | 528 | $96K |
| Natixis | 0.00% | Add +5511.1% | 505 | $91K |
| Clearstead Advisors, LLC | 0.00% | Reduce -34.0% | 468 | $85K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.9% | 462 | $84K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 419 | $76K |
| Grayhawk Investment Strategies Inc. | 0.14% | New | 416 | $75K |
| Venturi Wealth Management, LLC | 0.00% | Add +6.1% | 385 | $70K |
| Spire Wealth Management | 0.00% | No change | 357 | $65K |
| Accent Capital Management, LLC | 0.03% | No change | 319 | $58K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 291 | $53K |
| Tacita Capital Inc | 0.04% | No change | 290 | $52K |
| Cromwell Holdings LLC | 0.03% | No change | 264 | $48K |
| Global Retirement Partners, LLC | 0.00% | Add +2.8% | 262 | $47K |
| Trust Co. of Vermont | 0.00% | New | 255 | $46K |
| Ravenstone Capital Management Inc. | 0.03% | New | 250 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 219 | $39K |
| Harbour Investments, Inc. | 0.00% | No change | 208 | $38K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 200 | $36K |
| Clark Wealth Partners | 0.03% | — | 190 | $34K |
| Arax Advisory Partners | 0.00% | Add +5.7% | 185 | $33K |
| Versant Capital Management, Inc | 0.01% | New | 159 | $29K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +38.8% | 136 | $25K |
| Principal Securities, Inc. | 0.00% | Add +18.9% | 126 | $23K |
| Whittier Trust Co. | 0.00% | No change | 115 | $21K |
| Gulf International Bank (UK) Ltd | 0.00% | No change | 100 | $18K |
| Centerpoint Advisors, LLC | 0.00% | No change | 80 | $14K |
| Quadrant Capital Group LLC | 0.00% | No change | 70 | $13K |
| TCTC Holdings, LLC | 0.00% | New | 67 | $12K |
| Huntington National Bank | 0.00% | New | 55 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 49 | $9K |
| Mather Group, Llc. | 0.00% | Add +269.2% | 48 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +43.8% | 46 | $8K |
| Sierra Ocean, LLC | 0.01% | — | 44 | $8K |
| Allworth Financial LP | 0.00% | Reduce -77.3% | 39 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 37 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -32.7% | 35 | $6K |
| GeoWealth Management, LLC | 0.00% | Reduce -5.7% | 33 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.1% | 28 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Add +22.7% | 27 | $5K |
| Brooklyn Investment Group | 0.00% | New | 23 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 21 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 21 | $4K |
| Jones Financial Companies LLLP | 0.00% | Add +5.3% | 20 | $4K |
| Sterling Capital Management LLC | 0.00% | Reduce -98.7% | 20 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 19 | $4K |
| Assetmark, Inc. | 0.00% | Add +100.0% | 16 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 14 | $3K |
| NFSG Corp | 0.00% | New | 14 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 12 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 10 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 10 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -10.0% | 9 | $2K |
| TD Private Client Wealth LLC | 0.00% | Add +28.6% | 9 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | New | 8 | $1K |
| WPG Advisers, LLC | 0.00% | — | 5 | $905 |
| Lanark Financial, Inc. | 0.06% | — | 3 | $620 |
| True Wealth Design, LLC | 0.00% | No change | 3 | $544 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 2 | $362 |
| Lindbrook Capital, LLC | 0.00% | Reduce -50.0% | 2 | $362 |
| Blue Trust, Inc. | 0.00% | Reduce -99.3% | 2 | $362 |
"% of holder's portfolio" is FSV's weight in each manager's 13F, not the share of Firstservice Corp. the manager owns.