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 ($27.4m this quarter). Holder counts are more reliable. Shares outstanding: 106.8m as of 2023-04-21, 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 ≈ $208.85. Options: 39 managers hold calls ($3.4bn notional), 41 hold puts ($4.3bn).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 573 |
| Q4 2022 | 675 |
| Q1 2023 | 730 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 333 | 275 |
| Q1 2023 | 330 | 321 |
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 |
| Q1 2023 | $3.4bn | $4.3bn | 1.27 |
Biggest buyers
| FMR LLC | Added | +6.9m |
| Capital Research Global Investors | Added | +596.2k |
| SAMLYN CAPITAL, LLC | New | +558.9k |
| TWO SIGMA INVESTMENTS, LP | New | +416.2k |
| 1832 Asset Management L.P. | Added | +387.3k |
| PRUDENTIAL FINANCIAL INC | Added | +349.0k |
| BlackRock Inc. | Added | +308.6k |
| D. E. Shaw & Co., Inc. | Added | +265.2k |
| MORGAN STANLEY | Added | +186.6k |
| STATE STREET CORP | Added | +179.0k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -899.3k |
| LORD, ABBETT & CO. LLC | Reduced | -663.8k |
| Invesco Ltd. | Reduced | -559.1k |
| Encompass Capital Advisors LLC | Sold out | -434.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -363.0k |
| Clean Energy Transition LLP | Reduced | -280.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -254.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -234.3k |
| Handelsbanken Fonder AB | Reduced | -232.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -190.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $880.6m4.0m shares |
| JANE STREET GROUP, LLC | Added | $658.5m3.0m shares |
| CITADEL ADVISORS LLC | Added | $551.0m2.5m shares |
| GROUP ONE TRADING LLC | Reduced | $183.2m842.5k shares |
| D. E. Shaw & Co., Inc. | Added | $168.7m775.6k shares |
| Walleye Trading LLC | Added | $121.5m558.8k shares |
| IMC-Chicago, LLC | Added | $106.6m490.1k shares |
| SIMPLEX TRADING, LLC | Added | $104.7m481.4k shares |
| UBS Group AG | Added | $102.2m469.9k shares |
| PEAK6 Investments LLC | Added | $79.8m366.7k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $848.2m3.9m shares |
| CITADEL ADVISORS LLC | Added | $825.7m3.8m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $812.2m3.7m shares |
| Walleye Trading LLC | Reduced | $433.3m2.0m shares |
| D. E. Shaw & Co., Inc. | Added | $245.6m1.1m shares |
| SIMPLEX TRADING, LLC | Reduced | $242.8m1.1m shares |
| GROUP ONE TRADING LLC | Reduced | $155.2m713.7k shares |
| IMC-Chicago, LLC | Added | $107.6m494.7k shares |
| UBS Group AG | Reduced | $89.0m409.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $72.4m332.9k 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 Q1 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 1 | $99.9k | 5 | $8.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-16 | Jeffers Byron Michael VP - Global Controller and CAO | Sold | $48.4k239 shares |
| 2023-03-08 | Chapman Richard D Director · By Trust | Sold | $1.6m7.5k shares |
| 2023-03-07 | KENNEDY R CRAIG Director | Sold | $323.0k1.5k shares |
| 2023-03-07 | Jeffers Byron Michael VP - Global Controller and CAO | Sold | $272.2k1.3k shares |
| 2023-03-07 | Dymbort Jason E. General Counsel and Secretary | Sold | $205.1k965 shares |
| 2023-03-07 | Wright Norman L. Director | Bought | $99.9k465 shares |
| 2023-03-03 | Widmar Mark R Chief Executive Officer, director | Sold | $5.5m26.6k shares |
| 2023-03-03 | Dymbort Jason E. General Counsel and Secretary | Sold | $322.3k1.6k 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.09% of their portfolio | 13.7m $3.0bn | Added +308.6k |
| VANGUARD GROUP INC 0.06% of their portfolio | 11.6m $2.5bn | Added +36.9k |
| FMR LLC 0.10% of their portfolio | 9.6m $2.1bn | Added +6.9m |
| STATE STREET CORP 0.05% of their portfolio | 4.3m $928.0m | Added +179.0k |
| OFI INVEST ASSET MANAGEMENT 0.09% of their portfolio | 3.7m $16.8k | First filing |
| Capital Research Global Investors 0.20% of their portfolio | 3.2m $691.5m | Added +596.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.13% of their portfolio | 3.1m $675.4m | Reduced -899.3k |
| Invesco Ltd. 0.18% of their portfolio | 2.9m $627.4m | Reduced -559.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 2.2m $485.5m | Added +56.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.64% of their portfolio | 2.0m $432.4m | Reduced -363.0k |
| DIMENSIONAL FUND ADVISORS LP 0.11% of their portfolio | 1.6m $339.5m | Reduced -84.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.41% of their portfolio | 1.4m $312.3m | Reduced -82.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1.01% of their portfolio | 1.3m $290.9m | Reduced -234.3k |
| NORGES BANK 0.06% of their portfolio | 1.2m $268.8m | Reduced -186.2k |
| Amundi 0.13% of their portfolio | 1.2m $244.2m | Reduced -38.8k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 1.0m $223.0m | Added +163.7k |
| MORGAN STANLEY 0.02% of their portfolio | 1.0m $218.0m | Added +186.6k |
| Clean Energy Transition LLP 28.90% of their portfolio | 978.1k $212.7m | Reduced -280.5k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 947.7k $206.1m | Added +35.0k |
| Robeco Schweiz AG 2.78% of their portfolio | 790.0k $171.8m | Reduced -163.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 773.5k $168.2m | Reduced -161.8k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 764.0k $166.2m | Reduced -16.4k |
| Legal & General Group Plc 0.05% of their portfolio | 681.9k $148.3m | Added +136.4k |
| FIRST TRUST ADVISORS LP 0.16% of their portfolio | 626.8k $136.3m | Added +45.6k |
| CREDIT SUISSE AG/ 0.14% of their portfolio | 617.1k $134.2m | Reduced -37.7k |
| SAMLYN CAPITAL, LLC 2.23% of their portfolio | 558.9k $121.6m | New |
| Allianz Asset Management GmbH 0.25% of their portfolio | 545.6k $118.7m | Reduced -111.3k |
| PRUDENTIAL FINANCIAL INC 0.18% of their portfolio | 528.3k $114.9m | Added +349.0k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.55% of their portfolio | 515.4k $112.1m | Reduced -92.2k |
| D. E. Shaw & Co., Inc. 0.18% of their portfolio | 506.5k $110.2m | Added +265.2k |
| DekaBank Deutsche Girozentrale 0.27% of their portfolio | 496.1k $106.3m | Reduced -6.5k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 468.5k $101.9m | Reduced -60.8k |
| FRED ALGER MANAGEMENT, LLC 0.54% of their portfolio | 465.5k $101.2m | Reduced -166.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 453.7k $98.7m | Added +111.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 451.5k $98.2m | Added +42.5k |
| 1832 Asset Management L.P. 0.19% of their portfolio | 429.3k $93.4m | Added +387.3k |
| TWO SIGMA INVESTMENTS, LP 0.27% of their portfolio | 416.2k $90.5m | New |
| Swiss National Bank 0.06% of their portfolio | 380.7k $82.8m | Reduced -9.0k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 1.57% of their portfolio | 379.7k $82.6m | Reduced -88.5k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 373.1k $81.1m | Reduced -59.1k |
| JANE STREET GROUP, LLC 0.13% of their portfolio | 359.6k $78.2m | Reduced -15.2k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 4.29% of their portfolio | 351.3k $76.4m | Reduced -125.4k |
| Polar Capital Holdings Plc 0.53% of their portfolio | 330.3k $71.8m | Added +151.0k |
| AXA S.A. 0.23% of their portfolio | 305.4k $66.4m | Added +42.9k |
| Guinness Asset Management LTD 1.58% of their portfolio | 285.6k $62.1m | Reduced -30.8k |
| Vontobel Holding Ltd. 0.58% of their portfolio | 284.7k $61.9m | Reduced -135.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 270.8k $58.9m | Added +27.1k |
| STRS OHIO 0.09% of their portfolio | 268.2k $58.3m | Added +176.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 267.9k $58.3m | Reduced -4.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.29% of their portfolio | 264.9k $57.6m | Reduced -254.9k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.54% of their portfolio | 263.4k $57.3m | Reduced -3.8k |
| BARCLAYS PLC 0.05% of their portfolio | 239.4k $52.1m | Added +76.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 219.3k $47.7m | Added +47.2k |
| California Public Employees Retirement System 0.04% of their portfolio | 209.9k $45.7m | Reduced -27.9k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 199.1k $43.3m | Reduced -190.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 198.7k $43.2m | Reduced -9.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 195.0k $10.5m | Added +147.1k |
| TRILLIUM ASSET MANAGEMENT, LLC 1.05% of their portfolio | 193.9k $35.9m | Reduced -61.1k |
| STOREBRAND ASSET MANAGEMENT AS 0.21% of their portfolio | 192.2k $41.8m | Added +167.8k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 191.7k $41.7m | Reduced -12.9k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 190.0k $41.3m | Added +3.1k |
| ARDSLEY ADVISORY PARTNERS LP 8.93% of their portfolio | 187.0k $40.7m | Reduced -38.9k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 183.7k $40.0m | Added +40.7k |
| AEGON ASSET MANAGEMENT UK Plc 0.65% of their portfolio | 171.8k $37.4m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio | 169.4k $36.9m | Reduced -145.2k |
| Aberdeen Group plc 0.09% of their portfolio | 167.2k $36.4m | Added +79.0k |
| Erste Asset Management GmbH 0.68% of their portfolio | 167.2k $35.7m | Reduced -7.5k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 166.7k $36.3m | Added +42.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 164.9k $35.9m | Reduced -1.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 162.8k $35.4m | Reduced -23.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.19% of their portfolio | 156.6k $34.1m | Added +30.5k |
| National Pension Service 0.06% of their portfolio | 156.6k $33.4m | Unchanged |
| Southpoint Capital Advisors LP 0.74% of their portfolio | 150.0k $32.6m | New |
| ALPS ADVISORS INC 0.26% of their portfolio | 134.1k $29.2m | Reduced -83.3k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 131.3k $28.6m | Reduced -63.7k |
| Triodos Investment Management BV 3.18% of their portfolio | 130.0k $28.3m | Reduced -25.0k |
| Quadrature Capital Ltd 0.71% of their portfolio | 118.5k $25.8m | Reduced -80.9k |
| CITIGROUP INC 0.03% of their portfolio | 118.3k $25.7m | Added +1.4k |
| Man Group plc 0.09% of their portfolio | 116.1k $25.3m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.06% of their portfolio | 113.4k $24.7m | Reduced -940 |
| UBS Group AG 0.01% of their portfolio | 108.0k $23.5m | Reduced -2.2k |
| Granahan Investment Management, LLC 0.71% of their portfolio | 107.7k $23.4m | Reduced -31.9k |
| KBC Group NV 0.10% of their portfolio | 107.7k $23.4m | Reduced -1.2k |
| Driehaus Capital Management LLC 0.33% of their portfolio | 107.1k $23.3m | Reduced -80.6k |
| AVIVA PLC 0.10% of their portfolio | 106.1k $23.1m | Added +30.4k |
| Watchtower Advisors, LP 14.74% of their portfolio | 104.4k $22.7m | Unchanged |
| JUPITER ASSET MANAGEMENT LTD 0.30% of their portfolio | 101.4k $22.0m | Reduced -23.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio | 99.3k $21.6m | Reduced -1.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 99.2k $21.6m | Added +212 |
| NATIXIS 0.20% of their portfolio | 98.4k $21.4m | Reduced -16.8k |
| TOBAM 1.39% of their portfolio | 96.7k $21.0m | Added +86.3k |
| PANAGORA ASSET MANAGEMENT INC 0.13% of their portfolio | 94.3k $20.5m | Added +47.0k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 92.2k $20.1m | Added +20.4k |
| GRACE & WHITE INC /NY 3.79% of their portfolio | 90.8k $19.7m | Reduced -10.7k |
| Alta Park Capital, LP 1.96% of their portfolio | 87.1k $18.9m | Added +14.7k |
| APG Asset Management N.V. 0.04% of their portfolio | 83.4k $16.7m | Reduced -12.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 80.7k $17.6m | Reduced -8.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 80.2k $17.4m | Added +6.9k |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 79.9k $17.4m | New |
| Skandinaviska Enskilda Banken AB (publ) 0.12% of their portfolio | 79.3k $17.2m | Reduced -7.6k |