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 ($2.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $28.09. Options: 1 managers hold calls ($611.9k notional), 2 hold puts ($634.5k).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 76 | 59 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $2.9m | $9.8m | 3.40 |
| Q3 2025 | $1.4m | $7.3m | 5.36 |
| Q4 2025 | $724.3k | $104.7k | 0.14 |
| Q1 2026 | $611.9k | $634.5k | 1.04 |
Biggest buyers
| Vinva Investment Management Ltd | New | +2.1m |
| FIL Ltd | Added | +1.7m |
| JANUS HENDERSON GROUP PLC | Added | +1.4m |
| MASON CAPITAL MANAGEMENT LLC | Added | +840.6k |
| TD Waterhouse Canada Inc. | Added | +668.1k |
| EdgePoint Investment Group Inc. | Added | +279.3k |
| Van Berkom & Associates Inc. | Added | +245.6k |
| NATIONAL BANK OF CANADA /FI/ | Added | +229.9k |
| TD Asset Management Inc | Added | +229.3k |
| Waratah Capital Advisors Ltd. | New | +224.0k |
Biggest sellers
| Invesco Ltd. | Reduced | -929.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Sold out | -753.5k |
| TURTLE CREEK ASSET MANAGEMENT INC. | Reduced | -745.4k |
| 1832 Asset Management L.P. | Reduced | -416.9k |
| AGF MANAGEMENT LTD | Sold out | -400.1k |
| Alberta Investment Management Corp | Reduced | -400.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | -383.5k |
| Beutel, Goodman & Co Ltd. | Reduced | -382.4k |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -257.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -233.1k |
Biggest calls
| SIG North Trading, ULC | Reduced | $611.9k21.7k shares |
Biggest puts
| SIG North Trading, ULC | New | $611.9k21.7k shares |
| GROUP ONE TRADING LLC | Unchanged | $22.6k800 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 in Q1 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 in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| MASON CAPITAL MANAGEMENT LLC 75.48% of their portfolio | 16.4m $462.6m | Added +840.6k |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 7.8m $218.9m | Added +117.3k |
| EdgePoint Investment Group Inc. 1.62% of their portfolio | 7.2m $202.1m | Added +279.3k |
| Beutel, Goodman & Co Ltd. 1.04% of their portfolio | 5.5m $153.3m | Reduced -382.4k |
| TURTLE CREEK ASSET MANAGEMENT INC. 5.17% of their portfolio | 4.9m $138.1m | Reduced -745.4k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 3.1m $87.8m | Added +92.7k |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 3.57% of their portfolio | 2.5m $69.4m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.4m $66.7m | First filing |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 2.3m $64.5m | Added +1.4m |
| FMR LLC 0.00% of their portfolio | 2.3m $64.2m | Added +159.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.15% of their portfolio | 2.3m $63.8m | Reduced -220.9k |
| Vinva Investment Management Ltd 0.45% of their portfolio | 2.1m $36.5m | New |
| ACK Asset Management LLC 6.50% of their portfolio | 1.8m $52.1m | Unchanged |
| FIL Ltd 0.04% of their portfolio | 1.8m $50.1m | Added +1.7m |
| Hill City Capital, LP 1.66% of their portfolio | 1.6m $46.5m | Unchanged |
| TD Waterhouse Canada Inc. 0.14% of their portfolio | 1.6m $46.9m | Added +668.1k |
| TD Asset Management Inc 0.03% of their portfolio | 1.4m $40.0m | Added +229.3k |
| Scheer, Rowlett & Associates Investment Management Ltd. 2.40% of their portfolio | 1.2m $33.3m | Reduced -44.5k |
| Marathon Asset Management Ltd 1.18% of their portfolio | 1.1m $30.7m | Reduced -3.8k |
| Clearbridge Investments, LLC 0.03% of their portfolio | 1.1m $30.8m | Reduced -20.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 945.9k $26.7m | Reduced -154.5k |
| Alberta Investment Management Corp 0.16% of their portfolio | 940.2k $26.5m | Reduced -400.1k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.30% of their portfolio | 863.5k $33.9m | Added +48.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio | 758.3k $21.3m | Reduced -383.5k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 728.1k $20.5m | First filing |
| NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio | 648.3k $18.1m | Added +229.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 620.8k $17.4m | Reduced -257.4k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 616.5k $17.4m | Reduced -142.5k |
| Legal & General Group Plc 0.00% of their portfolio | 611.7k $17.2m | Added +69.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 534.0k $20.9m | Reduced -24.7k |
| Van Berkom & Associates Inc. 0.24% of their portfolio | 514.7k $14.5m | Added +245.6k |
| 1832 Asset Management L.P. 0.01% of their portfolio | 401.7k $11.3m | Reduced -416.9k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 356.8k $10.1m | Added +69.0k |
| CIBC WORLD MARKET INC. 0.02% of their portfolio | 346.6k $9.8m | Reduced -7.5k |
| Invesco Ltd. 0.00% of their portfolio | 343.2k $9.7m | Reduced -929.0k |
| Front Street Capital Management, Inc. 0.98% of their portfolio | 261.1k $7.4m | Reduced -25.9k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 259.0k $7.3m | First filing |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 247.5k $7.0m | Added +222.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 238.7k $6.7m | Added +2.3k |
| UBS Group AG 0.00% of their portfolio | 227.6k $6.4m | Reduced -1.1k |
| Waratah Capital Advisors Ltd. 0.57% of their portfolio | 224.0k $6.3m | New |
| Dixon Mitchell Investment Counsel Inc. 0.21% of their portfolio | 211.0k $5.9m | Unchanged |
| SCOTIA CAPITAL INC. 0.02% of their portfolio | 192.5k $5.4m | Reduced -2.5k |
| Focus Partners Wealth 0.01% of their portfolio | 182.0k $5.1m | Unchanged |
| ROYCE & ASSOCIATES LP 0.05% of their portfolio | 179.5k $5.1m | Added +15.0k |
| ArrowMark Colorado Holdings LLC 0.13% of their portfolio | 174.0k $4.9m | New |
| Granite Investment Partners, LLC 0.30% of their portfolio | 173.0k $4.9m | Reduced -30.8k |
| MONTRUSCO BOLTON INVESTMENTS INC. 0.07% of their portfolio | 171.0k $4.8m | Reduced -83.7k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 167.8k $4.7m | Added +69.1k |
| Swiss National Bank 0.00% of their portfolio | 164.4k $4.6m | Unchanged |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 154.4k $4.4m | Reduced -29.7k |
| Delaney Capital Management Ltd. 0.70% of their portfolio | 154.1k $4.3m | Added +1.0k |
| Candelo Capital Management LP 4.30% of their portfolio | 151.7k $4.3m | Added +127.0k |
| CIBC Asset Management Inc 0.01% of their portfolio | 134.2k $3.8m | Added +2.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 122.5k $3.5m | Added +12.1k |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 113.0k $3.2m | Reduced -3.4k |
| HARBOR CAPITAL ADVISORS, INC. 0.24% of their portfolio | 103.2k $2.9m | New |
| MORGAN STANLEY 0.00% of their portfolio | 100.4k $2.8m | Added +78.9k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 93.2k $2.6m | Added +11.3k |
| Canoe Financial LP 0.03% of their portfolio | 87.4k $2.5m | Added +6.8k |
| LOUISBOURG INVESTMENTS INC. 0.45% of their portfolio | 84.9k $2.4m | Reduced -122.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 82.6k $2.3m | Added +60.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 81.2k $2.3m | Reduced -67.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 74.1k $2.1m | Reduced -2.3k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% of their portfolio | 70.4k $2.0m | Added +26.7k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 69.9k $2.0m | Added +11.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 68.8k $2.0m | Added +9.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 66.8k $1.9m | First filing |
| Nuveen, LLC 0.00% of their portfolio | 62.6k $1.8m | Unchanged |
| Caldwell Investment Management Ltd. 0.65% of their portfolio | 60.8k $1.6m | Unchanged |
| INTACT INVESTMENT MANAGEMENT INC. 0.04% of their portfolio | 53.4k $1.5m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 52.3k $1.5m | Reduced -233.1k |
| PCJ Investment Counsel Ltd. 0.40% of their portfolio | 50.0k $1.4m | New |
| GUARDIAN CAPITAL LP 0.03% of their portfolio | 47.0k $1.3m | Reduced -108 |
| Aviso Financial Inc. 0.05% of their portfolio | 45.8k $1.3m | Reduced -6.0k |
| BANK OF NOVA SCOTIA TRUST CO 0.08% of their portfolio | 34.3k $968.2k | Added +3.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 31.4k $883.6k | Reduced -33.2k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 30.2k $851.0k | Reduced -77.9k |
| Purpose Unlimited Inc. 0.03% of their portfolio | 28.6k $805.2k | Reduced -235 |
| Numerai GP LLC 0.08% of their portfolio | 27.5k $776.6k | Added +11.2k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 27.3k $767.8k | Added +120 |
| CITIGROUP INC 0.00% of their portfolio | 26.8k $753.4k | Added +1.7k |
| SIG North Trading, ULC 0.15% of their portfolio | 26.3k $741.0k | Reduced -3.1k |
| Aberdeen Group plc 0.00% of their portfolio | 26.2k $739.9k | Added +6.2k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 24.3k $684.0k | Added +10.7k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 22.1k $621.8k | New |
| PenderFund Capital Management Ltd. 0.09% of their portfolio | 20.0k $563.7k | Unchanged |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 19.3k $544.4k | First filing |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 16.4k $461.4k | Added +417 |
| Mariner, LLC 0.00% of their portfolio | 16.2k $457.9k | Added +4.1k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 14.1k $398.3k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 13.1k $368.0k | New |
| Savant Capital, LLC 0.00% of their portfolio | 12.7k $356.9k | Added +1.3k |
| TRUE Private Wealth Advisors 0.03% of their portfolio | 12.1k $340.7k | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 11.9k $335.3k | Reduced -702 |
| Investment Management Corp of Ontario 0.00% of their portfolio | 11.7k $330.4k | Added +1.6k |
| Northwest & Ethical Investments L.P. 0.01% of their portfolio | 11.0k $309.4k | Added +430 |
| SkyView Investment Advisors, LLC 0.04% of their portfolio | 11.0k $309.0k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 10.8k $303.2k | Added +491 |
| MARSHALL WACE, LLP 0.00% of their portfolio | 9.9k $279.7k | New |