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 ($35.2m this quarter). Holder counts are more reliable. Shares outstanding: 107.1m as of 2024-10-25, 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 ≈ $175.20. Options: 53 managers hold calls ($3.2bn notional), 45 hold puts ($3.3bn).
Trends to Q4 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 |
| Q3 2024 | 923 |
| Q4 2024 | 891 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 330 | 321 |
| Q2 2023 | 348 | 351 |
| Q3 2023 | 350 | 338 |
| Q4 2023 | 355 | 363 |
| Q1 2024 | 389 | 347 |
| Q2 2024 | 459 | 394 |
| Q3 2024 | 477 | 380 |
| Q4 2024 | 401 | 453 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $2.5bn | $3.2bn | 1.30 |
| Q2 2024 | $4.3bn | $5.9bn | 1.39 |
| Q3 2024 | $4.6bn | $6.4bn | 1.39 |
| Q4 2024 | $3.2bn | $3.3bn | 1.04 |
Biggest buyers
| SAMLYN CAPITAL, LLC | Added | +720.7k |
| Demars Financial Group, LLC | Added | +718.6k |
| Balyasny Asset Management L.P. | Added | +603.1k |
| BlackRock, Inc. | Added | +586.7k |
| Mirova US LLC | Added | +585.4k |
| UBS Group AG | Added | +474.4k |
| Amundi | Added | +426.8k |
| Hill City Capital, LP | Added | +390.0k |
| ROYAL BANK OF CANADA | Added | +306.6k |
| NORTHERN TRUST CORP | Added | +293.1k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -3.2m |
| FMR LLC | Reduced | -2.2m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -655.8k |
| Capital Research Global Investors | Reduced | -599.6k |
| Polar Capital Holdings Plc | Reduced | -426.0k |
| Egerton Capital (UK) LLP | Sold out | -348.2k |
| Alyeska Investment Group, L.P. | Sold out | -317.3k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | Reduced | -293.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -257.6k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Reduced | -216.4k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $692.6m3.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $669.8m3.8m shares |
| CITADEL ADVISORS LLC | Added | $448.7m2.5m shares |
| GROUP ONE TRADING LLC | Reduced | $271.8m1.5m shares |
| D. E. Shaw & Co., Inc. | Added | $182.0m1.0m shares |
| IMC-Chicago, LLC | Added | $134.9m765.6k shares |
| PEAK6 LLC | First filing | $72.4m410.6k shares |
| Squarepoint Ops LLC | Added | $66.6m377.7k shares |
| UBS Group AG | Added | $63.7m361.7k shares |
| WOLVERINE TRADING, LLC | Added | $62.9m353.3k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $746.7m4.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $740.9m4.2m shares |
| CITADEL ADVISORS LLC | Reduced | $414.1m2.3m shares |
| D. E. Shaw & Co., Inc. | Added | $214.9m1.2m shares |
| GROUP ONE TRADING LLC | Reduced | $156.8m889.6k shares |
| IMC-Chicago, LLC | Added | $129.9m737.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $96.3m546.4k shares |
| Walleye Trading LLC | Reduced | $93.8m532.5k shares |
| BARCLAYS PLC | Added | $84.0m476.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $82.0m465.1k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 2 | $2.4m | $2.4m |
| Q4 2024 | 0 | — | 1 | $714.9k | $714.9k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-10-31 | Gloeckler Markus Chief Technology Officer | Sold plan | $714.9k3.6k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 12.8m $2.3bn | Added +120.3k |
| BlackRock, Inc. 0.04% of their portfolio | 11.7m $2.1bn | Added +586.7k |
| STATE STREET CORP 0.04% of their portfolio | 5.2m $911.4m | Added +214.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 2.7m $469.2m | Added +63.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 2.4m $415.9m | Added +262.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.82% of their portfolio | 1.9m $332.7m | Added +143.8k |
| Invesco Ltd. 0.06% of their portfolio | 1.8m $323.4m | Added +223.9k |
| MORGAN STANLEY 0.02% of their portfolio | 1.8m $319.5m | Added +230.5k |
| Amundi 0.12% of their portfolio | 1.8m $336.9m | Added +426.8k |
| NORGES BANK 0.04% of their portfolio | 1.8m $317.4m | Added +65.2k |
| Capital Research Global Investors 0.06% of their portfolio | 1.8m $315.4m | Reduced -599.6k |
| FMR LLC 0.02% of their portfolio | 1.8m $310.3m | Reduced -2.2m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.33% of their portfolio | 1.7m $308.2m | Added +137.9k |
| SAMLYN CAPITAL, LLC 4.59% of their portfolio | 1.6m $288.8m | Added +720.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 1.5m $255.7m | Added +120.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.23% of their portfolio | 1.3m $237.4m | Added +92.9k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 1.3m $222.6m | Added +258.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.23% of their portfolio | 1.3m $220.7m | Reduced -655.8k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.2m $220.2m | Added +261.5k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.2m $220.0m | Added +293.1k |
| UBS Group AG 0.04% of their portfolio | 1.1m $194.1m | Added +474.4k |
| Clean Energy Transition LLP 16.88% of their portfolio | 935.1k $164.8m | Added +248.4k |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 931.8k $164.2m | Added +42.8k |
| Hill City Capital, LP 9.60% of their portfolio | 850.0k $149.8m | Added +390.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 837.9k $147.7m | Reduced -257.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 773.3k $136.3m | Added +57.2k |
| Legal & General Group Plc 0.04% of their portfolio | 767.0k $135.2m | Added +520 |
| Demars Financial Group, LLC 0.04% of their portfolio | 722.8k $4.1k | Added +718.6k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 711.7k $125.4m | Added +63.8k |
| Mirova US LLC 1.37% of their portfolio | 646.3k $113.9m | Added +585.4k |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 622.2k $109.8m | Reduced -27.8k |
| Balyasny Asset Management L.P. 0.25% of their portfolio | 614.4k $108.3m | Added +603.1k |
| Robeco Institutional Asset Management B.V. 0.20% of their portfolio | 595.3k $104.9m | Added +49.1k |
| Anomaly Capital Management, LP 2.84% of their portfolio | 545.9k $96.2m | Added +56.1k |
| DekaBank Deutsche Girozentrale 0.17% of their portfolio | 524.2k $94.1m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 516.4k $91.0m | Added +290.0k |
| BARCLAYS PLC 0.04% of their portfolio | 485.4k $85.5m | Added +13.9k |
| Robeco Schweiz AG 1.77% of their portfolio | 469.4k $82.7m | Reduced -26.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 454.7k $80.1m | Added +229.0k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 446.8k $78.7m | Added +306.6k |
| Aberdeen Group plc 0.14% of their portfolio | 433.4k $76.9m | Reduced -2.8k |
| JANE STREET GROUP, LLC 0.11% of their portfolio | 392.2k $69.1m | Reduced -75.1k |
| Handelsbanken Fonder AB 0.25% of their portfolio | 375.0k $66.1m | Added +196.7k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.18% of their portfolio | 362.5k $63.9m | Added +17.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 352.9k $62.2m | Reduced -197.5k |
| Encompass Capital Advisors LLC 2.49% of their portfolio | 329.7k $58.1m | Added +269.3k |
| CITIGROUP INC 0.05% of their portfolio | 323.4k $57.0m | Added +153.4k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 315.8k $55.7m | Added +17.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.16% of their portfolio | 305.8k $53.9m | Added +124.2k |
| Southpoint Capital Advisors LP 1.24% of their portfolio | 300.0k $52.9m | Reduced -100.0k |
| Swiss National Bank 0.03% of their portfolio | 287.4k $50.7m | Reduced -14.4k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 285.1k $50.2m | Added +68.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 282.3k $49.7m | Added +71.8k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 271.2k $47.8m | Added +144.4k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.15% of their portfolio | 267.5k $47.1m | Reduced -2.3k |
| Erste Asset Management GmbH 0.59% of their portfolio | 261.5k $47.8m | Reduced -3.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 249.8k $44.0m | Added +5.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 248.1k $43.7m | Reduced -3.2m |
| Polar Capital Holdings Plc 0.24% of their portfolio | 247.7k $43.7m | Reduced -426.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% of their portfolio | 246.5k $43.4m | First filing |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.39% of their portfolio | 222.0k $39.1m | Added +115.1k |
| SOROS FUND MANAGEMENT LLC 0.67% of their portfolio | 216.6k $38.2m | New |
| TODD ASSET MANAGEMENT LLC 0.90% of their portfolio | 212.6k $37.5m | Added +42.2k |
| Triodos Investment Management BV 2.97% of their portfolio | 208.4k $36.7m | Added +113.2k |
| Assenagon Asset Management S.A. 0.07% of their portfolio | 206.7k $36.4m | Added +159.8k |
| National Pension Service 0.03% of their portfolio | 195.4k $34.4m | Added +9.5k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 194.0k $34.2m | Added +17.4k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 192.3k $33.9m | Reduced -17.8k |
| Yaupon Capital Management LP 2.12% of their portfolio | 190.5k $33.6m | Added +105.4k |
| STRS OHIO 0.13% of their portfolio | 185.5k $32.7m | Added +8.7k |
| Merewether Investment Management, LP 1.28% of their portfolio | 181.3k $32.0m | Reduced -141.6k |
| Point72 Asset Management, L.P. 0.09% of their portfolio | 180.0k $31.7m | New |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 176.6k $31.1m | Added +82.3k |
| ABN AMRO Bank N.V. 0.41% of their portfolio | 175.9k $30.7m | Added +6.3k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.79% of their portfolio | 171.8k $30.3m | Added +11.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 170.2k $30.0m | Reduced -60.0k |
| Raiffeisen Bank International AG 0.46% of their portfolio | 169.9k $30.2m | First filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 168.2k $29.6m | Reduced -4.9k |
| Vontobel Holding Ltd. 0.10% of their portfolio | 165.8k $29.2m | Reduced -31.1k |
| GROUP ONE TRADING LLC 0.99% of their portfolio | 165.4k $29.1m | Added +158.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 160.7k $30.0m | Added +13.8k |
| E. Ohman J:or Asset Management AB 0.65% of their portfolio | 157.2k $27.7m | Added +87.3k |
| ABN AMRO INVESTMENT SOLUTIONS 0.51% of their portfolio | 155.2k $27.3m | Reduced -6.3k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 151.3k $26.7m | Added +19.7k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 150.8k $26.6m | Added +13.1k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 150.2k $26.5m | Reduced -90.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.23% of their portfolio | 148.8k $26.2m | Added +26.0k |
| Squarepoint Ops LLC 0.07% of their portfolio | 147.6k $26.0m | Added +144.7k |
| Senator Investment Group LP 0.74% of their portfolio | 143.5k $25.3m | Added +43.5k |
| Swedbank AB 0.03% of their portfolio | 142.1k $25.0m | Added +30.0k |
| Avalon Trust Co 1.75% of their portfolio | 140.0k $24.7m | Added +2.1k |
| California Public Employees Retirement System 0.02% of their portfolio | 135.7k $23.9m | Reduced -46.6k |
| Walleye Trading LLC 0.47% of their portfolio | 134.8k $23.8m | Added +132.1k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 132.5k $23.4m | Added +56.0k |
| SORA INVESTORS LLC 2.59% of their portfolio | 132.2k $23.3m | New |
| UniSuper Management Pty Ltd 0.16% of their portfolio | 128.9k $22.7m | Reduced -10.4k |
| Covalis Capital LLP 3.25% of their portfolio | 126.1k $22.2m | Added +102.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 121.0k $21.3m | Reduced -29.8k |
| Bank Julius Baer & Co. Ltd, Zurich 0.07% of their portfolio | 116.1k $21.8m | Reduced -8.2k |
| INTECH INVESTMENT MANAGEMENT LLC 0.18% of their portfolio | 106.6k $18.8m | Added +102.6k |