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 ($45.5m this quarter). Holder counts are more reliable. Shares outstanding: 107.0m as of 2024-04-26, 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 ≈ $168.90. Options: 37 managers hold calls ($2.5bn notional), 36 hold puts ($3.2bn).
Trends to Q1 2024
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 |
| Q4 2023 | 781 |
| Q1 2024 | 791 |
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 |
| Q4 2023 | 355 | 363 |
| Q1 2024 | 389 | 347 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $2.9bn | $3.7bn | 1.29 |
| Q3 2023 | $2.7bn | $3.2bn | 1.20 |
| Q4 2023 | $3.0bn | $3.8bn | 1.30 |
| Q1 2024 | $2.5bn | $3.2bn | 1.30 |
Biggest buyers
| FMR LLC | Added | +1.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.2m |
| MORGAN STANLEY | Added | +649.6k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +514.0k |
| CITADEL ADVISORS LLC | Added | +484.7k |
| Park West Asset Management LLC | Added | +417.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +304.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +279.7k |
| BANK OF AMERICA CORP /DE/ | Added | +238.4k |
| Balyasny Asset Management L.P. | Added | +217.8k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -2.6m |
| BlackRock Inc. | Reduced | -539.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -391.4k |
| AXA S.A. | Reduced | -336.7k |
| Assenagon Asset Management S.A. | Reduced | -326.4k |
| D. E. Shaw & Co., Inc. | Reduced | -305.3k |
| Covalis Capital LLP | Reduced | -295.9k |
| DekaBank Deutsche Girozentrale | Reduced | -231.6k |
| ROYAL BANK OF CANADA | Reduced | -212.6k |
| BANK OF MONTREAL /CAN/ | Reduced | -204.4k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $594.6m3.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $569.8m3.4m shares |
| CITADEL ADVISORS LLC | Reduced | $341.6m2.0m shares |
| GROUP ONE TRADING LLC | Reduced | $183.7m1.1m shares |
| IMC-Chicago, LLC | Reduced | $99.4m589.0k shares |
| D. E. Shaw & Co., Inc. | Added | $91.8m543.7k shares |
| SIMPLEX TRADING, LLC | Added | $65.3m387.0k shares |
| Walleye Trading LLC | Added | $49.8m294.8k shares |
| PEAK6 Investments LLC | Added | $49.6m294.1k shares |
| UBS Group AG | Reduced | $38.5m227.8k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $962.5m5.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $722.1m4.3m shares |
| CITADEL ADVISORS LLC | Reduced | $385.6m2.3m shares |
| D. E. Shaw & Co., Inc. | Added | $196.3m1.2m shares |
| JPMORGAN CHASE & CO | Reduced | $141.4m837.6k shares |
| GROUP ONE TRADING LLC | Reduced | $111.7m661.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $99.9m591.7k shares |
| Walleye Trading LLC | Reduced | $91.5m542.3k shares |
| IMC-Chicago, LLC | Added | $81.4m482.0k shares |
| Squarepoint Ops LLC | Added | $45.2m267.6k 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 2024
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 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 |
| Q4 2023 | 0 | — | 3 | $1.8m | $1.8m |
| Q1 2024 | 0 | — | 6 | $8.2m | $7.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-19 | ANTOUN GEORGES Chief Commercial Officer | Sold plan | $52.0k356 shares |
| 2024-03-18 | Gloeckler Markus Chief Technology Officer | Sold plan | $70.5k470 shares |
| 2024-03-18 | Verma Kuntal Kumar Chief Manufacturing Officer | Sold plan | $37.1k250 shares |
| 2024-03-08 | ANTOUN GEORGES Chief Commercial Officer | Sold plan | $525.5k3.2k shares |
| 2024-03-07 | Verma Kuntal Kumar Chief Manufacturing Officer | Sold plan | $125.9k787 shares |
| 2024-03-07 | Gloeckler Markus Chief Technology Officer | Sold plan | $108.6k679 shares |
| 2024-03-04 | ANTOUN GEORGES Chief Commercial Officer | Sold plan | $2.6m16.7k shares |
| 2024-03-01 | Widmar Mark R Chief Executive Officer, director | Sold plan | $3.2m21.2k shares |
| 2024-03-01 | STEBBINS PAUL H Director · By Stebbins Family Trust | Sold | $787.5k5.0k shares |
| 2024-03-01 | Verma Kuntal Kumar Chief Manufacturing Officer | Sold plan | $384.1k2.5k shares |
| 2024-03-01 | KENNEDY R CRAIG Director | Sold | $236.6k1.5k 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 12.3m $2.1bn | Added +105.2k |
| BlackRock Inc. 0.05% of their portfolio | 12.0m $2.0bn | Reduced -539.1k |
| STATE STREET CORP 0.04% of their portfolio | 4.9m $822.4m | Added +106.8k |
| FMR LLC 0.04% of their portfolio | 4.0m $666.9m | Added +1.6m |
| MORGAN STANLEY 0.01% of their portfolio | 3.2m $535.2m | Added +649.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio | 3.1m $526.4m | Added +1.2m |
| Capital Research Global Investors 0.11% of their portfolio | 2.9m $496.7m | Added +2.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1.26% of their portfolio | 2.8m $473.0m | Added +279.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 2.5m $422.8m | Added +78.0k |
| Invesco Ltd. 0.09% of their portfolio | 2.4m $403.0m | Reduced -181.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.39% of their portfolio | 2.3m $393.6m | Added +514.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.41% of their portfolio | 2.1m $348.2m | Reduced -391.4k |
| SAMLYN CAPITAL, LLC 5.27% of their portfolio | 1.8m $303.1m | Added +3.7k |
| NORGES BANK 0.05% of their portfolio | 1.7m $293.3m | Added +7.0k |
| Amundi 0.10% of their portfolio | 1.3m $227.5m | Reduced -105.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.3m $217.7m | Reduced -2.6m |
| JANE STREET GROUP, LLC 0.25% of their portfolio | 1.2m $195.8m | Reduced -44.7k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 970.6k $163.8m | Reduced -49.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 874.5k $147.6m | Added +238.4k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 867.5k $146.4m | Reduced -20.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.20% of their portfolio | 804.8k $135.8m | Added +304.3k |
| CITADEL ADVISORS LLC 0.12% of their portfolio | 766.1k $129.3m | Added +484.7k |
| Legal & General Group Plc 0.04% of their portfolio | 746.7k $126.0m | Added +20.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 731.1k $123.4m | Reduced -54.2k |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 694.4k $117.2m | Reduced -131.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 689.8k $116.4m | Reduced -11.5k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 650.0k $109.7m | Reduced -34.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 635.0k $107.2m | Added +21.2k |
| Park West Asset Management LLC 7.21% of their portfolio | 570.0k $96.2m | Added +417.0k |
| Robeco Schweiz AG 1.68% of their portfolio | 569.0k $96.0m | Reduced -75.0k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.32% of their portfolio | 533.2k $90.0m | Reduced -14.9k |
| Clean Energy Transition LLP 8.89% of their portfolio | 531.8k $89.8m | Reduced -160.7k |
| DekaBank Deutsche Girozentrale 0.16% of their portfolio | 504.2k $84.0m | Reduced -231.6k |
| FIRST TRUST ADVISORS LP 0.08% of their portfolio | 489.5k $82.6m | Reduced -48.2k |
| Hill City Capital, LP 5.72% of their portfolio | 460.0k $77.6m | Unchanged |
| UBS Group AG 0.03% of their portfolio | 453.7k $76.6m | Added +52.7k |
| Balyasny Asset Management L.P. 0.17% of their portfolio | 402.1k $67.9m | Added +217.8k |
| Southpoint Capital Advisors LP 1.34% of their portfolio | 400.0k $67.5m | Added +100.0k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.24% of their portfolio | 395.1k $66.7m | Added +98.2k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.82% of their portfolio | 391.0k $66.0m | Added +40.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 387.5k $65.4m | Added +128.4k |
| BARCLAYS PLC 0.03% of their portfolio | 387.4k $65.4m | Reduced -104.7k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 373.9k $63.1m | Added +564 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.32% of their portfolio | 369.3k $62.3m | Added +33.2k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 328.9k $55.5m | Added +42.8k |
| D. E. Shaw & Co., Inc. 0.07% of their portfolio | 317.2k $53.5m | Reduced -305.3k |
| APG Asset Management N.V. 0.09% of their portfolio | 315.0k $49.2m | Added +17.9k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 2.53% of their portfolio | 313.6k $52.9m | Added +200.0k |
| CREDIT SUISSE AG/ 0.05% of their portfolio | 306.9k $51.8m | Reduced -56.1k |
| Swiss National Bank 0.04% of their portfolio | 303.9k $51.3m | Reduced -13.4k |
| Point72 Asset Management, L.P. 0.14% of their portfolio | 295.2k $49.8m | Added +196.0k |
| Allianz Asset Management GmbH 0.08% of their portfolio | 289.1k $48.8m | Reduced -65.1k |
| Aberdeen Group plc 0.09% of their portfolio | 283.5k $47.9m | Added +16.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 279.5k $47.2m | Reduced -56.8k |
| Korea Investment CORP 0.11% of their portfolio | 263.2k $44.4m | Reduced -61.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 259.2k $43.7m | Added +15.4k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 244.8k $41.3m | Reduced -78.8k |
| STOREBRAND ASSET MANAGEMENT AS 0.14% of their portfolio | 240.5k $40.6m | Reduced -63.8k |
| TRILLIUM ASSET MANAGEMENT, LLC 1.02% of their portfolio | 237.8k $40.1m | Added +10.4k |
| Erste Asset Management GmbH 0.54% of their portfolio | 234.9k $39.3m | Added +43.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.13% of their portfolio | 221.2k $37.3m | Added +29.7k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 215.7k $36.4m | Added +1.3k |
| MARSHALL WACE, LLP 0.06% of their portfolio | 214.3k $36.2m | Added +154.7k |
| National Pension Service 0.04% of their portfolio | 209.0k $35.3m | Added +23.6k |
| Candriam S.C.A. 0.22% of their portfolio | 206.2k $34.8m | Reduced -6.2k |
| Guinness Asset Management LTD 0.72% of their portfolio | 205.8k $34.7m | Reduced -44.2k |
| AEGON ASSET MANAGEMENT UK Plc 0.52% of their portfolio | 204.8k $34.6m | Reduced -297 |
| Vontobel Holding Ltd. 0.27% of their portfolio | 200.5k $33.9m | Reduced -66.6k |
| Bank Julius Baer & Co. Ltd, Zurich 0.13% of their portfolio | 200.2k $33.3m | Reduced -10.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 198.2k $33.5m | Added +47.6k |
| Walleye Trading LLC 0.54% of their portfolio | 194.7k $32.9m | Reduced -39.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 174.2k $29.4m | Reduced -17.3k |
| ABN AMRO INVESTMENT SOLUTIONS 0.51% of their portfolio | 173.3k $29.3m | Reduced -30.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% of their portfolio | 173.1k $29.2m | Added +46.6k |
| UniSuper Management Pty Ltd 0.28% of their portfolio | 171.5k $28.9m | Added +6.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 167.9k $28.3m | Added +2.8k |
| ABN AMRO Bank N.V. 0.41% of their portfolio | 162.8k $27.5m | Added +8.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 148.5k $25.1m | Added +28.1k |
| California Public Employees Retirement System 0.02% of their portfolio | 146.4k $24.7m | Reduced -5.9k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 145.7k $24.7m | Reduced -204.4k |
| CITIGROUP INC 0.03% of their portfolio | 140.1k $23.6m | Reduced -39.5k |
| Rockefeller Capital Management L.P. 0.07% of their portfolio | 137.1k $23.1m | Added +114.0k |
| STRS OHIO 0.09% of their portfolio | 130.0k $21.9m | Added +45.0k |
| Swedbank AB 0.03% of their portfolio | 129.2k $21.8m | Added +5.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 127.0k $21.4m | Reduced -99.6k |
| NATIONAL BANK OF CANADA /FI/ 0.04% of their portfolio | 122.4k $23.4m | Added +61.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 121.1k $20.4m | Added +20.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 120.4k $20.3m | Reduced -212.6k |
| AXA S.A. 0.06% of their portfolio | 120.4k $20.3m | Reduced -336.7k |
| AVIVA PLC 0.07% of their portfolio | 119.5k $20.2m | Added +18.9k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 117.8k $19.9m | Reduced -86.8k |
| GROUP ONE TRADING LLC 0.70% of their portfolio | 116.1k $19.6m | Reduced -187.9k |
| Man Group plc 0.05% of their portfolio | 115.2k $19.4m | Reduced -63.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.06% of their portfolio | 113.4k $24.7m | Added +777 |
| Triodos Investment Management BV 1.68% of their portfolio | 110.0k $18.6m | Unchanged |
| Senator Investment Group LP 0.82% of their portfolio | 107.0k $18.1m | Not comparable |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 104.8k $17.7m | Added +1.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 101.2k $17.1m | Reduced -12.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 98.2k $16.6m | Added +687 |
| DANSKE BANK A/S 0.05% of their portfolio | 96.8k $16.3m | First filing |