ATS CORPORATION ATS
COM · Common Stock · CUSIP 00217Y104 · ISIN CA00217Y1043
- SectorIndustrials
- IndustryGeneral Industrial Machinery & Equipment, NEC
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.04. Options: 1 managers hold calls ($791.5k notional), 2 hold puts ($6.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 1 |
| Q1 2023 | 2 |
| Q2 2023 | 132 |
| Q3 2023 | 129 |
| Q4 2023 | 134 |
| Q1 2024 | 138 |
| Q2 2024 | 133 |
| Q3 2024 | 131 |
| Q4 2024 | 130 |
| Q1 2025 | 123 |
| Q2 2025 | 132 |
| Q3 2025 | 115 |
| Q4 2025 | 122 |
| Q1 2026 | 130 |
| Q2 2026 | 140 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 74 | 62 |
| Q4 2024 | 69 | 62 |
| Q1 2025 | 68 | 60 |
| Q2 2025 | 69 | 63 |
| Q3 2025 | 55 | 76 |
| Q4 2025 | 61 | 54 |
| Q1 2026 | 65 | 51 |
| Q2 2026 | 77 | 58 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.4m | $7.3m | 5.36 |
| Q4 2025 | $724.3k | $104.7k | 0.14 |
| Q1 2026 | $611.9k | $634.5k | 1.04 |
| Q2 2026 | $791.5k | $6.7m | 8.52 |
Biggest buyers
| FMR LLC | Added | +628.0k |
| Langdon Equity Partners | New | +600.0k |
| Legal & General Group Plc | Added | +444.7k |
| TORONTO DOMINION BANK | Added | +313.7k |
| Roubaix Capital, LLC | New | +246.9k |
| Alberta Investment Management Corp | Added | +237.3k |
| NATIONAL BANK OF CANADA /FI/ | Added | +207.0k |
| BANK OF AMERICA CORP /DE/ | Added | +176.3k |
| GOLDMAN SACHS GROUP INC | Added | +171.5k |
| NewGen Asset Management Ltd | New | +150.0k |
Biggest sellers
| Vinva Investment Management Ltd | Sold out | -2.1m |
| TURTLE CREEK ASSET MANAGEMENT INC. | Reduced | -1.8m |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | -1.2m |
| Beutel, Goodman & Co Ltd. | Reduced | -657.8k |
| PRINCIPAL FINANCIAL GROUP INC | Sold out | -620.8k |
| FIL Ltd | Reduced | -451.3k |
| TD Asset Management Inc | Reduced | -418.9k |
| ACK Asset Management LLC | Reduced | -346.2k |
| Invesco Ltd. | Reduced | -334.9k |
| Van Berkom & Associates Inc. | Reduced | -326.7k |
Biggest calls
| SIG North Trading, ULC | Added | $791.5k27.5k shares |
Biggest puts
| SIG North Trading, ULC | Added | $4.6m160.6k shares |
| TORONTO DOMINION BANK | New | $2.1m73.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| ROYAL BANK OF CANADA 13G · institution +1.4 pts · filed 2026-02-13 | 6.6% |
| EdgePoint Investment Group Inc. 13G · institution +1.5 pts · filed 2025-08-14 | 6.6% |
| Beutel, Goodman & Co Ltd. 13G · institution +1.5 pts · filed 2026-10-06 | 6.4% |
Fell to 5% or below in the last year: Turtle Creek Asset Management Inc. (5.0%, 2026-05-15)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MASON CAPITAL MANAGEMENT LLC 77.78% of their portfolio | 16.4m $472.1m | Unchanged |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 7.9m $226.8m | Added +119.6k |
| EdgePoint Investment Group Inc. 1.52% of their portfolio | 7.0m $201.7m | Reduced -163.5k |
| Beutel, Goodman & Co Ltd. 1.02% of their portfolio | 4.8m $138.2m | Reduced -657.8k |
| TURTLE CREEK ASSET MANAGEMENT INC. 3.47% of their portfolio | 3.1m $88.8m | Reduced -1.8m |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 3.1m $88.2m | Reduced -52.4k |
| FMR LLC 0.00% of their portfolio | 2.9m $83.7m | Added +628.0k |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 2.67% of their portfolio | 2.5m $70.5m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.4m $69.1m | Added +31.7k |
| Jupiter Topco LLC 0.03% of their portfolio | 2.3m $66.9m | First filing |
| TD Waterhouse Canada Inc. 0.12% of their portfolio | 1.7m $47.4m | Added +49.2k |
| Hill City Capital, LP 1.11% of their portfolio | 1.6m $47.5m | Unchanged |
| ACK Asset Management LLC 5.04% of their portfolio | 1.5m $43.2m | Reduced -346.2k |
| FIL Ltd 0.03% of their portfolio | 1.3m $38.2m | Reduced -451.3k |
| Alberta Investment Management Corp 0.20% of their portfolio | 1.2m $33.9m | Added +237.3k |
| Scheer, Rowlett & Associates Investment Management Ltd. 2.43% of their portfolio | 1.2m $33.8m | Reduced -6.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $32.3m | Added +176.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio | 1.1m $31.4m | Reduced -1.2m |
| NORGES BANK 0.00% of their portfolio | 1.1m $31.2m | Not comparable |
| Clearbridge Investments, LLC 0.03% of their portfolio | 1.1m $30.5m | Reduced -30.8k |
| Legal & General Group Plc 0.01% of their portfolio | 1.1m $30.4m | Added +444.7k |
| TD Asset Management Inc 0.03% of their portfolio | 1.0m $28.9m | Reduced -418.9k |
| Marathon Asset Management Ltd 1.12% of their portfolio | 954.5k $27.5m | Reduced -139.4k |
| NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio | 855.3k $24.2m | Added +207.0k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.25% of their portfolio | 795.6k $32.5m | Reduced -67.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio | 788.8k $22.7m | Added +30.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 724.3k $20.9m | Reduced -3.8k |
| Langdon Equity Partners 9.66% of their portfolio | 600.0k $17.3m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 540.7k $22.1m | Added +6.8k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 524.8k $21.5m | Reduced -91.7k |
| TORONTO DOMINION BANK 0.02% of their portfolio | 406.9k $11.7m | Added +313.7k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 378.0k $10.9m | Added +21.2k |
| 1832 Asset Management L.P. 0.01% of their portfolio | 355.7k $10.2m | Reduced -46.0k |
| Waratah Capital Advisors Ltd. 0.74% of their portfolio | 334.9k $9.6m | Added +110.9k |
| CIBC WORLD MARKET INC. 0.02% of their portfolio | 327.1k $9.4m | Reduced -19.5k |
| ArrowMark Colorado Holdings LLC 0.34% of their portfolio | 280.0k $8.1m | Added +106.0k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 274.1k $7.9m | Added +15.1k |
| Roubaix Capital, LLC 2.55% of their portfolio | 246.9k $7.1m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 243.5k $7.0m | Added +4.9k |
| MORGAN STANLEY 0.00% of their portfolio | 234.2k $6.7m | Added +133.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 223.8k $6.4m | Added +171.5k |
| UBS Group AG 0.00% of their portfolio | 222.6k $6.4m | Reduced -5.1k |
| SCOTIA CAPITAL INC. 0.02% of their portfolio | 212.7k $6.0m | Added +20.2k |
| Dixon Mitchell Investment Counsel Inc. 0.20% of their portfolio | 211.0k $6.1m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 199.6k $5.7m | Added +117.0k |
| Granite Investment Partners, LLC 0.29% of their portfolio | 195.9k $5.6m | Added +22.9k |
| Van Berkom & Associates Inc. 0.17% of their portfolio | 188.1k $5.4m | Reduced -326.7k |
| Focus Partners Wealth 0.01% of their portfolio | 182.0k $5.2m | Unchanged |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 181.6k $5.2m | Added +27.2k |
| Swiss National Bank 0.00% of their portfolio | 168.0k $4.8m | Added +3.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 167.1k $4.8m | Added +44.7k |
| Candelo Capital Management LP 3.49% of their portfolio | 165.1k $4.8m | Added +13.4k |
| Delaney Capital Management Ltd. 0.73% of their portfolio | 160.4k $4.6m | Added +6.3k |
| NewGen Asset Management Ltd 2.37% of their portfolio | 150.0k $4.3m | New |
| CIBC Asset Management Inc 0.01% of their portfolio | 138.2k $4.0m | Added +4.1k |
| Front Street Capital Management, Inc. 0.41% of their portfolio | 125.0k $3.6m | Reduced -136.1k |
| HARBOR CAPITAL ADVISORS, INC. 0.23% of their portfolio | 115.2k $3.3m | Added +12.0k |
| LOUISBOURG INVESTMENTS INC. 0.59% of their portfolio | 111.1k $3.2m | Added +26.2k |
| Polar Asset Management Partners Inc. 0.06% of their portfolio | 105.2k $3.0m | New |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% of their portfolio | 101.5k $2.9m | Added +31.1k |
| K.J. Harrison & Partners Inc 0.41% of their portfolio | 100.0k $2.9m | New |
| MONTRUSCO BOLTON INVESTMENTS INC. 0.04% of their portfolio | 99.1k $2.9m | Reduced -71.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 97.4k $2.8m | Reduced -70.4k |
| PCJ Investment Counsel Ltd. 0.71% of their portfolio | 85.6k $2.5m | Added +35.6k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 83.1k $2.4m | Added +13.1k |
| Canoe Financial LP 0.03% of their portfolio | 83.0k $2.4m | Reduced -4.4k |
| HALLSTATT ADVISORS L.P. 1.68% of their portfolio | 83.0k $2.4m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 82.3k $2.4m | Added +1.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 73.7k $2.1m | Reduced -476 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 69.6k $2.0m | Added +800 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 66.8k $1.9m | Unchanged |
| CenterBook Partners LP 0.09% of their portfolio | 65.2k $1.9m | New |
| Nuveen, LLC 0.00% of their portfolio | 62.6k $1.8m | Unchanged |
| Caldwell Investment Management Ltd. 1.15% of their portfolio | 60.8k $1.7m | Unchanged |
| BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio | 59.9k $1.7m | New |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 54.9k $1.6m | Reduced -58.1k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 54.4k $1.6m | Added +22.9k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 46.5k $1.3m | Added +22.2k |
| GUARDIAN CAPITAL LP 0.03% of their portfolio | 46.4k $1.3m | Reduced -522 |
| INTACT INVESTMENT MANAGEMENT INC. 0.03% of their portfolio | 40.5k $1.2m | Reduced -12.9k |
| Aviso Financial Inc. 0.04% of their portfolio | 40.1k $1.2m | Reduced -5.6k |
| PenderFund Capital Management Ltd. 0.14% of their portfolio | 37.7k $1.1m | Added +17.7k |
| CITIGROUP INC 0.00% of their portfolio | 36.7k $1.1m | Added +9.8k |
| BANK OF NOVA SCOTIA TRUST CO 0.08% of their portfolio | 35.3k $1.0m | Added +959 |
| XTX Topco Ltd 0.01% of their portfolio | 35.0k $1.0m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 34.8k $1.0m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 32.5k $936.8k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 31.4k $902.6k | Added +18.3k |
| Verition Fund Management LLC 0.01% of their portfolio | 29.5k $849.4k | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 28.4k $817.3k | Added +1.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 25.4k $731.7k | Reduced -222.1k |
| Squarepoint Ops LLC 0.00% of their portfolio | 24.8k $712.6k | New |
| SIG North Trading, ULC 0.12% of their portfolio | 22.6k $649.7k | Reduced -3.7k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 22.1k $636.0k | Added +50 |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 21.9k $630.5k | Added +2.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 19.7k $568.3k | Added +18.2k |
| BARCLAYS PLC 0.00% of their portfolio | 16.8k $483.9k | Added +13.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 16.4k $461.9k | Added +7.4k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 16.0k $460.7k | Reduced -436 |
| Purpose Unlimited Inc. 0.02% of their portfolio | 15.8k $454.1k | Reduced -12.8k |