FIRST SOLAR INC FSLR
COM · Common Stock · CUSIP 336433107 · ISIN US3364331070
American company dedicated to the production of photovoltaic modules
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersPhoenix, AZ
- Founded1999
- Websitefirstsolar.com
- 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 ($27.8m this quarter). Holder counts are more reliable. Shares outstanding: 106.6m as of 2022-10-21, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $150.01. Options: 35 managers hold calls ($1.9bn notional), 41 hold puts ($4.5bn).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 573 |
| Q4 2022 | 675 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $1.5bn | $2.8bn | 1.81 |
| Q4 2022 | $1.9bn | $4.5bn | 2.33 |
Biggest buyers
| Capital Research Global Investors | New | +2.6m |
| VANGUARD GROUP INC | Added | +2.1m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +1.4m |
| Invesco Ltd. | Added | +1.1m |
| STATE STREET CORP | Added | +982.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +780.0k |
| FMR LLC | Added | +748.2k |
| JPMORGAN CHASE & CO | Added | +538.5k |
| LORD, ABBETT & CO. LLC | Added | +469.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +245.6k |
Biggest sellers
| BlackRock Inc. | Reduced | -2.0m |
| JANE STREET GROUP, LLC | Reduced | -1.3m |
| GOLDMAN SACHS GROUP INC | Reduced | -999.6k |
| NORGES BANK | Reduced | -899.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -690.7k |
| CITADEL ADVISORS LLC | Reduced | -689.7k |
| D. E. Shaw & Co., Inc. | Reduced | -658.6k |
| Allianz Asset Management GmbH | Reduced | -393.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -388.6k |
| FIRST TRUST ADVISORS LP | Reduced | -339.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $489.8m3.3m shares |
| JANE STREET GROUP, LLC | Added | $283.3m1.9m shares |
| CITADEL ADVISORS LLC | Added | $278.5m1.9m shares |
| GROUP ONE TRADING LLC | Added | $149.7m999.4k shares |
| D. E. Shaw & Co., Inc. | Added | $94.1m628.1k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $80.3m536.3k shares |
| MASTERS CAPITAL MANAGEMENT LLC | New | $74.9m500.0k shares |
| Walleye Trading LLC | Added | $74.2m495.6k shares |
| UBS Group AG | Unchanged | $68.0m453.7k shares |
| SIMPLEX TRADING, LLC | Added | $65.4m436.4k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $1.2bn8.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $887.4m5.9m shares |
| CITADEL ADVISORS LLC | Added | $496.5m3.3m shares |
| Walleye Trading LLC | Reduced | $395.6m2.6m shares |
| GROUP ONE TRADING LLC | Added | $322.4m2.2m shares |
| SIMPLEX TRADING, LLC | Added | $172.5m1.2m shares |
| UBS Group AG | Added | $172.2m1.1m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $117.8m786.4k shares |
| D. E. Shaw & Co., Inc. | Added | $110.5m737.6k shares |
| Parallax Volatility Advisers, L.P. | Added | $79.8m533.0k 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 |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-07-28 | 11.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.3% |
| SUSQUEHANNA SECURITIES, LLC 13G · institution +1.7 pts · filed 2026-08-14 | 7.0% |
| Citadel Securities GP LLC 13G · passive investor +1.0 pts · filed 2026-10-15 | 6.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.2% |
| JANE STREET GROUP, LLC 13G · institution new · filed 2026-08-13 | 5.1% |
Fell to 5% or below in the last year: FMR LLC (1.7%, 2026-05-06), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
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.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 3 | $376.0k | — |
| Q1 2022 | 0 | — | 6 | $3.5m | — |
| Q2 2022 | 0 | — | 5 | $1.7m | — |
| Q3 2022 | 3 | $1.2m | 7 | $4.8m | — |
| Q4 2022 | 0 | — | 1 | $75.4k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-10-17 | KENNEDY R CRAIG Director | Sold | $75.4k600 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.06% of their portfolio | 13.3m $2.0bn | Reduced -2.0m |
| VANGUARD GROUP INC 0.05% of their portfolio | 11.6m $1.7bn | Added +2.1m |
| STATE STREET CORP 0.04% of their portfolio | 4.1m $612.3m | Added +982.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.12% of their portfolio | 4.0m $599.9m | Reduced -316.3k |
| Invesco Ltd. 0.15% of their portfolio | 3.4m $515.9m | Added +1.1m |
| FMR LLC 0.04% of their portfolio | 2.7m $402.9m | Added +748.2k |
| Capital Research Global Investors 0.12% of their portfolio | 2.6m $386.9m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.56% of their portfolio | 2.4m $352.2m | Reduced -690.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 2.2m $326.1m | Added +780.0k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 1.6m $246.4m | Reduced -9.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.84% of their portfolio | 1.6m $235.5m | Reduced -388.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.31% of their portfolio | 1.5m $227.4m | Added +1.4m |
| NORGES BANK 0.05% of their portfolio | 1.4m $213.0m | Reduced -899.1k |
| Clean Energy Transition LLP 30.10% of their portfolio | 1.3m $188.5m | Added +78.3k |
| Amundi 0.11% of their portfolio | 1.2m $207.5m | Added +110.3k |
| Robeco Schweiz AG 2.61% of their portfolio | 953.5k $142.8m | Reduced -136.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 935.3k $140.1m | Added +197.3k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 912.7k $136.7m | Added +83.7k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 861.6k $129.1m | Added +538.5k |
| MORGAN STANLEY 0.01% of their portfolio | 815.8k $122.2m | Reduced -223.8k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 780.4k $116.9m | Reduced -307.8k |
| LORD, ABBETT & CO. LLC 0.19% of their portfolio | 724.9k $108.6m | Added +469.9k |
| Allianz Asset Management GmbH 0.22% of their portfolio | 657.0k $98.4m | Reduced -393.4k |
| CREDIT SUISSE AG/ 0.11% of their portfolio | 654.8k $98.1m | Added +31.5k |
| FRED ALGER MANAGEMENT, LLC 0.51% of their portfolio | 632.1k $94.7m | Reduced -124.0k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.49% of their portfolio | 607.6k $91.0m | Reduced -31.5k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 581.2k $87.0m | Reduced -339.2k |
| Legal & General Group Plc 0.03% of their portfolio | 545.5k $81.7m | Added +227.3k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 529.3k $79.3m | Added +64.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.43% of their portfolio | 519.8k $77.9m | Added +179.5k |
| DekaBank Deutsche Girozentrale 0.20% of their portfolio | 502.6k $74.7m | Added +233.8k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 5.21% of their portfolio | 476.7k $71.4m | Added +243.0k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 2.04% of their portfolio | 468.2k $70.1m | Reduced -83.3k |
| Encompass Capital Advisors LLC 3.57% of their portfolio | 434.4k $65.1m | Added +103.5k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 432.2k $64.7m | Reduced -223.2k |
| Vontobel Holding Ltd. 0.62% of their portfolio | 419.8k $61.4m | Added +40.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 409.0k $61.3m | Added +245.6k |
| Swiss National Bank 0.04% of their portfolio | 389.7k $58.4m | Added +162.2k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 389.2k $58.3m | Reduced -31.6k |
| JANE STREET GROUP, LLC 0.11% of their portfolio | 374.8k $56.1m | Reduced -1.3m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 342.5k $51.3m | Added +6.3k |
| Guinness Asset Management LTD 1.33% of their portfolio | 316.4k $47.4m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.09% of their portfolio | 314.7k $47.1m | Added +244.1k |
| Handelsbanken Fonder AB 0.26% of their portfolio | 281.2k $42.1m | Reduced -175.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 272.1k $40.8m | Added +223.7k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.34% of their portfolio | 267.1k $40.0m | Added +39.6k |
| AXA S.A. 0.14% of their portfolio | 262.4k $39.3m | Added +39.3k |
| TRILLIUM ASSET MANAGEMENT, LLC 1.18% of their portfolio | 255.0k $38.2m | Reduced -74.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 243.7k $36.5m | New |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 241.3k $36.2m | Reduced -658.6k |
| California Public Employees Retirement System 0.03% of their portfolio | 237.8k $35.6m | Added +20.6k |
| ARDSLEY ADVISORY PARTNERS LP 8.57% of their portfolio | 225.9k $33.8m | Added +44.9k |
| ALPS ADVISORS INC 0.29% of their portfolio | 217.4k $32.6m | Reduced -101.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 208.4k $31.2m | Reduced -178.9k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 204.6k $30.5m | Added +106.7k |
| BANK OF NOVA SCOTIA 0.08% of their portfolio | 202.5k $30.3m | Reduced -2.2k |
| Quadrature Capital Ltd 0.89% of their portfolio | 199.3k $29.9m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 195.0k $29.2m | Reduced -35.1k |
| Driehaus Capital Management LLC 0.42% of their portfolio | 187.7k $28.1m | Added +157.6k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 186.9k $28.0m | Reduced -106.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 185.9k $27.9m | Added +1.3k |
| Polar Capital Holdings Plc 0.21% of their portfolio | 179.3k $26.9m | Reduced -60.9k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 179.3k $26.9m | Added +137.6k |
| Erste Asset Management GmbH 0.55% of their portfolio | 174.6k $26.0m | Added +18.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 172.1k $25.8m | Reduced -999.6k |
| AEGON ASSET MANAGEMENT UK Plc 0.46% of their portfolio | 171.8k $25.7m | Not comparable |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 166.5k $24.9m | Added +41.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 166.3k $24.9m | Reduced -16.5k |
| BARCLAYS PLC 0.02% of their portfolio | 163.0k $24.4m | First filing |
| Arosa Capital Management LP 7.37% of their portfolio | 161.8k $24.2m | Reduced -23.2k |
| National Pension Service 0.05% of their portfolio | 156.6k $23.5m | New |
| Triodos Investment Management BV 3.06% of their portfolio | 155.0k $23.2m | Reduced -20.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 143.1k $21.4m | Reduced -35.3k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 142.0k $21.3m | Reduced -689.7k |
| Granahan Investment Management, LLC 0.64% of their portfolio | 139.6k $20.9m | Reduced -19.8k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.31% of their portfolio | 139.6k $20.9m | Reduced -59.5k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.10% of their portfolio | 126.1k $18.9m | Reduced -33.8k |
| JUPITER ASSET MANAGEMENT LTD 0.27% of their portfolio | 124.8k $18.7m | Reduced -22.7k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 124.0k $18.6m | Reduced -86.0k |
| CITIGROUP INC 0.02% of their portfolio | 116.8k $17.5m | Reduced -16.8k |
| NATIXIS 0.10% of their portfolio | 115.2k $17.3m | Added +39.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 114.3k $17.1m | Added +2.4k |
| UBS Group AG 0.01% of their portfolio | 110.2k $16.5m | Reduced -7.4k |
| KBC Group NV 0.08% of their portfolio | 108.9k $16.3m | Added +34.3k |
| DNB Asset Management AS 0.11% of their portfolio | 107.4k $16.1m | Reduced -71.8k |
| Cubist Systematic Strategies, LLC 0.14% of their portfolio | 106.4k $15.9m | Added +53.1k |
| Watchtower Advisors, LP 9.24% of their portfolio | 104.4k $15.6m | Unchanged |
| Swedbank AB 0.03% of their portfolio | 102.7k $15.4m | Reduced -29.2k |
| GRACE & WHITE INC /NY 3.01% of their portfolio | 101.5k $15.2m | Reduced -4.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 100.8k $15.1m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 99.0k $14.8m | Reduced -9.2k |
| Man Group plc 0.05% of their portfolio | 97.3k $14.6m | Added +62.6k |
| CREDIT AGRICOLE S A 0.54% of their portfolio | 96.8k $14.5m | Reduced -8.3k |
| APG Asset Management N.V. 0.03% of their portfolio | 96.0k $14.4m | New |
| STRS OHIO 0.06% of their portfolio | 92.0k $13.8m | Added +14.0k |
| Cutler Group LLC / CA 1.67% of their portfolio | 91.4k $13.7m | Added +63.1k |
| Cinctive Capital Management LP 0.69% of their portfolio | 89.3k $13.4m | Added +22.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 89.1k $13.3m | Reduced -14.9k |
| Aberdeen Group plc 0.04% of their portfolio | 88.3k $13.2m | Added +85.8k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 88.1k $13.2m | Reduced -52.7k |