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 ($33.3m this quarter). Holder counts are more reliable. Shares outstanding: 106.8m as of 2023-10-27, 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 ≈ $161.78. Options: 41 managers hold calls ($2.7bn notional), 45 hold puts ($3.2bn).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 573 |
| Q4 2022 | 675 |
| Q1 2023 | 730 |
| Q2 2023 | 749 |
| Q3 2023 | 740 |
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 |
| Q2 2023 | 348 | 351 |
| Q3 2023 | 350 | 338 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $1.9bn | $4.5bn | 2.33 |
| Q1 2023 | $3.4bn | $4.3bn | 1.27 |
| Q2 2023 | $2.9bn | $3.7bn | 1.29 |
| Q3 2023 | $2.7bn | $3.2bn | 1.20 |
Biggest buyers
| Capital Research Global Investors | Added | +1.6m |
| Clean Energy Transition LLP | Added | +1.1m |
| Alyeska Investment Group, L.P. | Added | +562.6k |
| SAMLYN CAPITAL, LLC | Added | +556.7k |
| BARCLAYS PLC | Added | +472.3k |
| Balyasny Asset Management L.P. | Added | +359.5k |
| JPMORGAN CHASE & CO | Added | +355.7k |
| Covalis Capital LLP | Added | +351.0k |
| VANGUARD GROUP INC | Added | +279.4k |
| Korea Investment CORP | Added | +270.8k |
Biggest sellers
| FMR LLC | Reduced | -3.3m |
| Qube Research & Technologies Ltd | Sold out | -304.3k |
| FRED ALGER MANAGEMENT, LLC | Reduced | -302.5k |
| JANE STREET GROUP, LLC | Reduced | -253.3k |
| Man Group plc | Sold out | -252.7k |
| CLEAR STREET LLC | Sold out | -184.8k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -175.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -170.9k |
| PRUDENTIAL FINANCIAL INC | Reduced | -170.7k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -164.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $673.7m4.2m shares |
| JANE STREET GROUP, LLC | Added | $657.7m4.1m shares |
| CITADEL ADVISORS LLC | Added | $456.8m2.8m shares |
| GROUP ONE TRADING LLC | Added | $202.5m1.3m shares |
| SIMPLEX TRADING, LLC | Added | $101.6m629.0k shares |
| D. E. Shaw & Co., Inc. | Added | $100.5m622.0k shares |
| IMC-Chicago, LLC | Reduced | $81.8m506.3k shares |
| WOLVERINE TRADING, LLC | Added | $50.1m309.8k shares |
| UBS Group AG | Added | $49.4m305.8k shares |
| GTS SECURITIES LLC | New | $44.4m274.5k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $960.8m5.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $612.1m3.8m shares |
| CITADEL ADVISORS LLC | Reduced | $380.3m2.4m shares |
| D. E. Shaw & Co., Inc. | Added | $200.7m1.2m shares |
| Walleye Trading LLC | Reduced | $171.4m1.1m shares |
| SIMPLEX TRADING, LLC | Reduced | $143.2m885.9k shares |
| GROUP ONE TRADING LLC | Added | $124.7m771.5k shares |
| Twin Tree Management, LP | Added | $77.9m482.3k shares |
| IMC-Chicago, LLC | Reduced | $60.8m376.5k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $56.5m349.4k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 0 | — | 4 | $12.2m | $8.0m |
| Q3 2023 | 0 | — | 6 | $7.3m | $7.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-01 | Bradley Alexander R. Chief Financial Officer | Sold plan | $1.0m5.5k shares |
| 2023-08-21 | Gloeckler Markus Chief Technology Officer | Sold plan | $84.4k464 shares |
| 2023-08-14 | ANTOUN GEORGES Chief Commercial Officer | Sold plan | $2.5m12.3k shares |
| 2023-08-07 | KENNEDY R CRAIG Director | Sold | $289.4k1.5k shares |
| 2023-08-02 | Bradley Alexander R. Chief Financial Officer | Sold plan | $1.1m5.5k shares |
| 2023-07-28 | Widmar Mark R Chief Executive Officer, director | Sold plan | $482.6k2.2k shares |
| 2023-07-18 | Widmar Mark R Chief Executive Officer, director | Sold plan | $453.6k2.2k shares |
| 2023-07-17 | Widmar Mark R Chief Executive Officer, director | Sold plan | $816.3k4.0k shares |
| 2023-07-10 | Verma Kuntal Kumar Chief Manufacturing Officer | Sold plan | $562.6k3.0k 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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.06% of their portfolio | 13.3m $2.1bn | Added +93.0k |
| VANGUARD GROUP INC 0.05% of their portfolio | 12.0m $1.9bn | Added +279.4k |
| JPMORGAN CHASE & CO 0.13% of their portfolio | 6.8m $1.1bn | Added +355.7k |
| STATE STREET CORP 0.04% of their portfolio | 4.5m $733.7m | Added +121.0k |
| Invesco Ltd. 0.14% of their portfolio | 3.2m $522.4m | Reduced -108.1k |
| Capital Research Global Investors 0.13% of their portfolio | 2.9m $475.5m | Added +1.6m |
| FMR LLC 0.03% of their portfolio | 2.5m $401.1m | Reduced -3.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 2.4m $384.9m | Added +164.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 2.3m $369.0m | Added +211.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.51% of their portfolio | 2.1m $339.8m | Added +181.0k |
| SAMLYN CAPITAL, LLC 5.19% of their portfolio | 1.8m $293.6m | Added +556.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.80% of their portfolio | 1.6m $260.9m | Added +250.0k |
| NORGES BANK 0.04% of their portfolio | 1.4m $220.4m | Added +15.8k |
| Clean Energy Transition LLP 27.90% of their portfolio | 1.2m $191.8m | Added +1.1m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.0m $162.2m | Added +74.4k |
| Amundi 0.06% of their portfolio | 877.2k $132.0m | Added +39.8k |
| BARCLAYS PLC 0.09% of their portfolio | 848.6k $137.1m | Added +472.3k |
| JANE STREET GROUP, LLC 0.21% of their portfolio | 829.6k $134.1m | Reduced -253.3k |
| MORGAN STANLEY 0.01% of their portfolio | 811.6k $131.1m | Reduced -151.3k |
| Robeco Schweiz AG 2.19% of their portfolio | 803.0k $129.8m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 779.0k $125.9m | Reduced -11.0k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 711.5k $115.0m | Reduced -2.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 694.4k $112.2m | Added +264.4k |
| Legal & General Group Plc 0.04% of their portfolio | 671.2k $108.5m | Reduced -13.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 661.1k $106.8m | Added +209.7k |
| CREDIT SUISSE AG/ 0.11% of their portfolio | 638.8k $103.2m | Added +15.9k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 626.0k $101.2m | Added +210.9k |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 618.5k $99.9m | Added +121.4k |
| FIRST TRUST ADVISORS LP 0.12% of their portfolio | 611.0k $98.7m | Reduced -28.2k |
| Alyeska Investment Group, L.P. 0.67% of their portfolio | 609.3k $98.5m | Added +562.6k |
| DekaBank Deutsche Girozentrale 0.22% of their portfolio | 603.2k $97.2m | Added +53.3k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 596.4k $96.4m | Reduced -17.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 594.5k $96.1m | Reduced -170.9k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.38% of their portfolio | 527.1k $85.2m | Added +95.1k |
| Allianz Asset Management GmbH 0.14% of their portfolio | 429.0k $69.3m | Reduced -65.6k |
| Covalis Capital LLP 11.66% of their portfolio | 408.0k $65.9m | Added +351.0k |
| Balyasny Asset Management L.P. 0.16% of their portfolio | 362.8k $58.6m | Added +359.5k |
| D. E. Shaw & Co., Inc. 0.10% of their portfolio | 360.2k $58.2m | Added +131.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 345.9k $55.9m | Reduced -62.0k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 331.6k $53.6m | Reduced -38.2k |
| Swiss National Bank 0.04% of their portfolio | 326.5k $52.8m | Reduced -39.9k |
| UBS Group AG 0.02% of their portfolio | 319.8k $51.7m | Added +32.8k |
| APG Asset Management N.V. 0.10% of their portfolio | 301.6k $48.7m | Added +214.6k |
| STOREBRAND ASSET MANAGEMENT AS 0.23% of their portfolio | 299.7k $48.4m | Added +7.0k |
| Korea Investment CORP 0.14% of their portfolio | 290.8k $47.0m | Added +270.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 281.8k $45.5m | Added +8.9k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.83% of their portfolio | 276.9k $44.7m | Reduced -48.1k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 275.1k $44.4m | Added +50.3k |
| Merewether Investment Management, LP 2.67% of their portfolio | 273.5k $44.2m | Added +187.7k |
| Polar Capital Holdings Plc 0.32% of their portfolio | 267.4k $43.2m | Reduced -8.4k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 265.9k $43.0m | Added +234.9k |
| Twin Tree Management, LP 1.40% of their portfolio | 257.7k $41.6m | Added +160.4k |
| NATIONAL BANK OF CANADA /FI/ 0.07% of their portfolio | 252.0k $39.4m | Added +223.3k |
| Guinness Asset Management LTD 0.93% of their portfolio | 250.7k $40.5m | Added +13.6k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.01% of their portfolio | 245.7k $39.7m | Added +4.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 245.6k $39.7m | Reduced -5.2k |
| Vontobel Holding Ltd. 0.35% of their portfolio | 234.8k $37.9m | Reduced -30.4k |
| Aberdeen Group plc 0.10% of their portfolio | 231.2k $37.4m | Added +22.3k |
| Hill City Capital, LP 4.99% of their portfolio | 230.0k $37.2m | Added +10.0k |
| Encompass Capital Advisors LLC 2.27% of their portfolio | 225.0k $36.4m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 224.2k $36.2m | Added +1.0k |
| AXA S.A. 0.12% of their portfolio | 212.9k $34.4m | Reduced -21.7k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 210.0k $33.9m | Added +2.7k |
| CAPITAL FUND MANAGEMENT S.A. 0.44% of their portfolio | 204.6k $33.1m | Added +92.3k |
| California Public Employees Retirement System 0.03% of their portfolio | 198.7k $32.1m | Reduced -3.6k |
| CITIGROUP INC 0.04% of their portfolio | 194.8k $31.5m | Added +45.0k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 194.4k $31.4m | Added +70.8k |
| ABN AMRO INVESTMENT SOLUTIONS 0.61% of their portfolio | 193.9k $31.3m | Added +108.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.14% of their portfolio | 191.2k $30.9m | Added +20.9k |
| National Pension Service 0.05% of their portfolio | 185.4k $29.9m | Added +7.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 175.6k $28.4m | Added +85.7k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.82% of their portfolio | 169.1k $27.3m | Reduced -14.9k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 166.6k $26.9m | Added +33.6k |
| UniSuper Management Pty Ltd 0.33% of their portfolio | 164.7k $26.6m | Added +900 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 162.0k $26.2m | Reduced -5.7k |
| Man Group plc 0.08% of their portfolio | 161.8k $26.2m | New |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.65% of their portfolio | 161.7k $26.1m | Reduced -5.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.12% of their portfolio | 160.9k $26.0m | Added +63.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 157.9k $28.5m | Added +18.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 153.4k $24.8m | Reduced -137.0k |
| INTECH INVESTMENT MANAGEMENT LLC 0.35% of their portfolio | 144.8k $23.4m | Reduced -37.4k |
| Erste Asset Management GmbH 0.39% of their portfolio | 140.2k $22.6m | Added +17.2k |
| ABN AMRO Bank N.V. 0.40% of their portfolio | 137.5k $22.2m | Added +87.7k |
| GROUP ONE TRADING LLC 0.87% of their portfolio | 134.8k $21.8m | Reduced -57.5k |
| TORONTO DOMINION BANK 0.02% of their portfolio | 132.6k $21.4m | Added +4.7k |
| Swedbank AB 0.04% of their portfolio | 131.9k $21.3m | Added +17.7k |
| TOBAM 1.65% of their portfolio | 127.5k $20.6m | Added +8.2k |
| NATIXIS 0.16% of their portfolio | 127.4k $20.6m | Added +80.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 123.3k $19.9m | Added +57.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 123.3k $19.9m | Reduced -48.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 120.1k $19.4m | Reduced -2.0k |
| ALPS ADVISORS INC 0.16% of their portfolio | 118.3k $19.1m | Reduced -3.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 115.8k $18.7m | New |
| Triodos Investment Management BV 1.89% of their portfolio | 110.0k $17.8m | Reduced -20.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 107.7k $17.4m | Reduced -18.5k |
| Boston Common Asset Management, LLC 0.41% of their portfolio | 107.6k $17.4m | Added +54.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 106.8k $17.3m | Reduced -5.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio | 106.2k $17.2m | Added +7.2k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% of their portfolio | 105.1k $17.0m | Added +68.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 100.6k $16.3m | Added +12.7k |