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 ($138.8m this quarter). Holder counts are more reliable. Shares outstanding: 107.0m as of 2024-07-26, 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 ≈ $225.69. Options: 43 managers hold calls ($4.3bn notional), 44 hold puts ($5.9bn).
Trends to Q2 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 |
| Q2 2024 | 907 |
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 |
| Q2 2024 | 459 | 394 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $2.7bn | $3.2bn | 1.20 |
| Q4 2023 | $3.0bn | $3.8bn | 1.30 |
| Q1 2024 | $2.5bn | $3.2bn | 1.30 |
| Q2 2024 | $4.3bn | $5.9bn | 1.39 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +1.5m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +1.4m |
| Egerton Capital (UK) LLP | New | +709.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +550.6k |
| Polar Capital Holdings Plc | New | +463.8k |
| Qube Research & Technologies Ltd | Added | +340.5k |
| FMR LLC | Added | +338.9k |
| Quadrature Capital Ltd | New | +271.8k |
| D. E. Shaw & Co., Inc. | Added | +249.0k |
| Anomaly Capital Management, LP | New | +238.4k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.9m |
| MORGAN STANLEY | Reduced | -1.7m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -1.1m |
| Invesco Ltd. | Reduced | -991.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -795.1k |
| SAMLYN CAPITAL, LLC | Reduced | -727.8k |
| BlackRock Inc. | Reduced | -708.9k |
| JANE STREET GROUP, LLC | Reduced | -681.8k |
| CITADEL ADVISORS LLC | Reduced | -577.4k |
| Capital Research Global Investors | Reduced | -555.3k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $1.1bn4.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.0bn4.4m shares |
| CITADEL ADVISORS LLC | Added | $509.9m2.3m shares |
| GROUP ONE TRADING LLC | Added | $338.1m1.5m shares |
| IMC-Chicago, LLC | Added | $218.6m969.4k shares |
| D. E. Shaw & Co., Inc. | Added | $206.6m916.4k shares |
| SIMPLEX TRADING, LLC | Added | $106.6m472.9k shares |
| PEAK6 Investments LLC | Added | $98.4m436.5k shares |
| WOLVERINE TRADING, LLC | Added | $86.7m384.6k shares |
| Walleye Trading LLC | Added | $78.2m346.9k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $1.7bn7.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5bn6.6m shares |
| CITADEL ADVISORS LLC | Added | $766.6m3.4m shares |
| Caption Management, LLC | Added | $254.1m1.1m shares |
| D. E. Shaw & Co., Inc. | Reduced | $237.1m1.1m shares |
| JPMORGAN CHASE & CO | Reduced | $185.8m824.0k shares |
| GROUP ONE TRADING LLC | Added | $165.0m731.7k shares |
| Walleye Trading LLC | Added | $161.9m717.9k shares |
| SIMPLEX TRADING, LLC | Added | $159.8m708.8k shares |
| IMC-Chicago, LLC | Added | $149.4m662.6k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 0 | — | 12 | $26.1m | $20.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-20 | Verma Kuntal Kumar Chief Manufacturing Officer | Sold plan | $421.5k1.6k shares |
| 2024-06-03 | Widmar Mark R Chief Executive Officer, director | Sold plan | $10.0m36.7k shares |
| 2024-06-03 | Dymbort Jason E. General Counsel and Secretary | Sold plan | $630.7k2.3k shares |
| 2024-05-30 | Bradley Alexander R. Chief Financial Officer | Sold plan | $4.4m16.1k shares |
| 2024-05-30 | Koralewski Michael Chief Supply Chain Officer | Sold plan | $1.3m4.6k shares |
| 2024-05-30 | Sweeney Michael T Director | Sold | $1.1m4.0k shares |
| 2024-05-23 | STEBBINS PAUL H Director · By Stebbins Family Trust | Sold | $1.0m4.0k shares |
| 2024-05-22 | Chapman Richard D Director · By Trust | Sold | $1.8m7.3k shares |
| 2024-05-21 | Stockdale Caroline Chief People and Comm. Officer | Sold plan | $2.5m12.4k shares |
| 2024-05-09 | Chapman Richard D Director | Sold | $760.7k4.0k shares |
| 2024-05-09 | Chapman Richard D Director | Sold | $488.6k2.6k shares |
| 2024-05-09 | Chapman Richard D Director | Sold | $114.3k600 shares |
| 2024-05-06 | KENNEDY R CRAIG Director | Sold | $393.5k2.0k shares |
| 2024-04-04 | ANTOUN GEORGES Chief Commercial Officer | Sold plan | $422.4k2.4k shares |
| 2024-04-04 | Gloeckler Markus Chief Technology Officer | Sold plan | $339.0k1.9k shares |
| 2024-04-01 | ANTOUN GEORGES Chief Commercial Officer | Sold plan | $407.3k2.4k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 12.5m $2.8bn | Added +236.7k |
| BlackRock Inc. 0.06% of their portfolio | 11.3m $2.6bn | Reduced -708.9k |
| STATE STREET CORP 0.05% of their portfolio | 4.8m $1.1bn | Reduced -24.6k |
| FMR LLC 0.06% of their portfolio | 4.3m $967.1m | Added +338.9k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.8m $628.1m | Added +1.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 2.6m $580.2m | Added +68.7k |
| Capital Research Global Investors 0.12% of their portfolio | 2.4m $538.4m | Reduced -555.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.50% of their portfolio | 2.2m $505.5m | Reduced -89.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1.01% of their portfolio | 1.7m $389.6m | Reduced -1.1m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.39% of their portfolio | 1.6m $358.0m | Added +1.4m |
| MORGAN STANLEY 0.02% of their portfolio | 1.4m $322.2m | Reduced -1.7m |
| Invesco Ltd. 0.07% of their portfolio | 1.4m $314.7m | Reduced -991.2k |
| NORGES BANK 0.05% of their portfolio | 1.4m $307.0m | Reduced -376.0k |
| Amundi 0.12% of their portfolio | 1.3m $300.8m | Reduced -13.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.32% of their portfolio | 1.3m $285.9m | Reduced -795.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% of their portfolio | 1.2m $279.7m | Added +550.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 1.2m $268.9m | Reduced -1.9m |
| SAMLYN CAPITAL, LLC 4.14% of their portfolio | 1.1m $240.8m | Reduced -727.8k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 1.0m $226.2m | Added +32.6k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 950.6k $214.3m | Added +76.1k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 914.9k $206.3m | Added +47.4k |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 803.2k $181.1m | Added +108.8k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 795.4k $179.5m | Added +64.3k |
| Egerton Capital (UK) LLP 1.62% of their portfolio | 709.8k $160.0m | New |
| Legal & General Group Plc 0.05% of their portfolio | 706.8k $159.4m | Reduced -39.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 681.4k $153.6m | Added +46.3k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 652.4k $147.1m | Added +2.4k |
| Balyasny Asset Management L.P. 0.36% of their portfolio | 619.4k $139.7m | Added +217.4k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 614.7k $138.6m | Added +227.2k |
| UBS Group AG 0.04% of their portfolio | 595.3k $134.2m | Added +141.5k |
| D. E. Shaw & Co., Inc. 0.18% of their portfolio | 566.2k $127.7m | Added +249.0k |
| Robeco Schweiz AG 2.19% of their portfolio | 505.7k $114.0m | Reduced -63.3k |
| DekaBank Deutsche Girozentrale 0.23% of their portfolio | 500.8k $125.2m | Reduced -3.4k |
| Clean Energy Transition LLP 6.10% of their portfolio | 498.5k $112.4m | Reduced -33.3k |
| JANE STREET GROUP, LLC 0.12% of their portfolio | 478.4k $107.9m | Reduced -681.8k |
| Polar Capital Holdings Plc 0.62% of their portfolio | 463.8k $104.6m | New |
| Hill City Capital, LP 7.45% of their portfolio | 460.0k $103.7m | Unchanged |
| Park West Asset Management LLC 7.87% of their portfolio | 446.6k $100.7m | Reduced -123.4k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.32% of their portfolio | 431.2k $97.2m | Reduced -102.0k |
| Southpoint Capital Advisors LP 2.24% of their portfolio | 400.0k $90.2m | Unchanged |
| BARCLAYS PLC 0.04% of their portfolio | 387.2k $87.3m | Reduced -234 |
| Aberdeen Group plc 0.16% of their portfolio | 379.4k $85.5m | Added +95.9k |
| Qube Research & Technologies Ltd 0.14% of their portfolio | 341.9k $77.1m | Added +340.5k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.58% of their portfolio | 326.8k $73.7m | Reduced -42.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.12% of their portfolio | 317.2k $71.5m | Reduced -487.6k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 314.1k $70.9m | Reduced -59.7k |
| FIRST TRUST ADVISORS LP 0.07% of their portfolio | 310.0k $69.9m | Reduced -179.5k |
| Swiss National Bank 0.05% of their portfolio | 301.1k $67.9m | Reduced -2.8k |
| APG Asset Management N.V. 0.11% of their portfolio | 300.5k $63.2m | Reduced -14.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.21% of their portfolio | 280.8k $63.3m | Reduced -114.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 278.3k $62.8m | Reduced -1.2k |
| Quadrature Capital Ltd 1.03% of their portfolio | 271.8k $61.3m | New |
| Anomaly Capital Management, LP 2.05% of their portfolio | 238.4k $53.8m | New |
| Erste Asset Management GmbH 0.76% of their portfolio | 229.9k $57.5m | Reduced -5.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 229.5k $51.8m | Reduced -29.6k |
| Allianz Asset Management GmbH 0.08% of their portfolio | 226.0k $51.0m | Reduced -63.2k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 215.0k $48.5m | Reduced -632 |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 211.1k $47.6m | Added +93.3k |
| LORD, ABBETT & CO. LLC 0.07% of their portfolio | 200.0k $45.1m | New |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 199.5k $45.0m | Added +79.1k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.40% of their portfolio | 195.2k $44.0m | Added +117.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.16% of their portfolio | 194.8k $43.9m | New |
| STOREBRAND ASSET MANAGEMENT AS 0.14% of their portfolio | 192.2k $43.3m | Reduced -48.3k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 188.7k $42.5m | Reduced -577.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 184.2k $41.5m | Added +35.7k |
| GROUP ONE TRADING LLC 1.26% of their portfolio | 177.0k $39.9m | Added +60.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 174.5k $39.3m | Added +167.6k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.44% of their portfolio | 174.3k $39.3m | Reduced -216.7k |
| National Pension Service 0.05% of their portfolio | 174.2k $39.3m | Reduced -34.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 173.9k $39.2m | Reduced -24.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 171.1k $38.6m | Added +3.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.11% of their portfolio | 170.6k $38.5m | Reduced -50.6k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.95% of their portfolio | 167.7k $37.8m | Reduced -70.2k |
| Vontobel Holding Ltd. 0.12% of their portfolio | 166.4k $37.5m | Reduced -34.1k |
| CITIGROUP INC 0.04% of their portfolio | 164.1k $37.0m | Added +24.0k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 163.7k $36.9m | Reduced -10.5k |
| ABN AMRO Bank N.V. 0.56% of their portfolio | 162.8k $37.1m | Reduced -32 |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 162.8k $36.7m | Reduced -82.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 159.9k $36.1m | Added +32.9k |
| Walleye Trading LLC 0.70% of their portfolio | 158.0k $35.6m | Reduced -36.7k |
| JAT Capital Mgmt LP 5.38% of their portfolio | 152.5k $34.4m | New |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.56% of their portfolio | 150.6k $33.9m | Reduced -163.0k |
| STRS OHIO 0.13% of their portfolio | 147.5k $33.3m | Added +17.5k |
| ABN AMRO INVESTMENT SOLUTIONS 0.60% of their portfolio | 146.3k $33.0m | Reduced -27.0k |
| Point72 Asset Management, L.P. 0.11% of their portfolio | 144.1k $32.5m | Reduced -151.1k |
| UniSuper Management Pty Ltd 0.27% of their portfolio | 144.1k $32.5m | Reduced -27.4k |
| California Public Employees Retirement System 0.02% of their portfolio | 143.4k $32.3m | Reduced -3.0k |
| Whale Rock Capital Management LLC 0.46% of their portfolio | 143.0k $32.3m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 142.8k $37.4m | Reduced -2.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 141.4k $31.9m | Added +20.3k |
| Avalon Trust Co 2.47% of their portfolio | 138.6k $31.3m | Added +53.8k |
| AVIVA PLC 0.09% of their portfolio | 137.4k $31.0m | Added +17.9k |
| Forest Avenue Capital Management LP 4.29% of their portfolio | 137.3k $31.0m | New |
| Guinness Asset Management LTD 0.62% of their portfolio | 132.0k $29.8m | Reduced -73.8k |
| Senator Investment Group LP 1.40% of their portfolio | 127.0k $28.6m | Added +20.0k |
| Encompass Capital Advisors LLC 1.53% of their portfolio | 125.5k $28.3m | New |
| Swedbank AB 0.04% of their portfolio | 124.5k $28.1m | Reduced -4.7k |
| Bank Julius Baer & Co. Ltd, Zurich 0.12% of their portfolio | 122.8k $30.1m | Reduced -77.4k |
| Korea Investment CORP 0.07% of their portfolio | 121.3k $27.3m | Reduced -142.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 120.1k $27.1m | New |