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 ($93.6m this quarter). Holder counts are more reliable. Shares outstanding: 107.5m as of 2026-07-24, 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 ≈ $233.63. Options: 53 managers hold calls ($7.5bn notional), 43 hold puts ($4.3bn).
Trends to Q2 2026
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 |
| Q1 2025 | 825 |
| Q2 2025 | 874 |
| Q3 2025 | 934 |
| Q4 2025 | 1,059 |
| Q1 2026 | 970 |
| Q2 2026 | 1,008 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 477 | 380 |
| Q4 2024 | 401 | 453 |
| Q1 2025 | 398 | 452 |
| Q2 2025 | 481 | 354 |
| Q3 2025 | 461 | 406 |
| Q4 2025 | 508 | 422 |
| Q1 2026 | 450 | 552 |
| Q2 2026 | 484 | 465 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $8.0bn | $6.8bn | 0.86 |
| Q4 2025 | $8.1bn | $6.7bn | 0.83 |
| Q1 2026 | $5.1bn | $3.7bn | 0.73 |
| Q2 2026 | $7.5bn | $4.3bn | 0.57 |
Biggest buyers
| Capital World Investors | New | +4.1m |
| D. E. Shaw & Co., Inc. | Added | +1.3m |
| SAMLYN CAPITAL, LLC | Added | +534.5k |
| Hill City Capital, LP | Added | +450.6k |
| FMR LLC | Added | +370.8k |
| ASSETMARK, INC | Added | +312.1k |
| STATE STREET CORP | Added | +291.4k |
| Yaupon Capital Management LP | New | +272.4k |
| Ahara Advisors LLC | Added | +234.1k |
| WELLS FARGO & COMPANY/MN | Added | +221.4k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -1.1m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -695.0k |
| Capital Research Global Investors | Sold out | -406.9k |
| PECONIC PARTNERS LLC | Sold out | -395.0k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -386.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -380.0k |
| Amundi | Reduced | -318.8k |
| Man Group plc | Reduced | -276.8k |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -276.1k |
| CITADEL ADVISORS LLC | Reduced | -248.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.7bn7.4m shares |
| JANE STREET GROUP, LLC | Added | $1.3bn5.5m shares |
| CITADEL ADVISORS LLC | Added | $1.0bn4.4m shares |
| JPMORGAN CHASE & CO | Added | $711.4m3.1m shares |
| IMC-Chicago, LLC | Added | $496.1m2.1m shares |
| Walleye Trading LLC | Added | $400.5m1.7m shares |
| GROUP ONE TRADING LLC | Added | $326.1m1.4m shares |
| PEAK6 LLC | Added | $212.5m900.6k shares |
| D. E. Shaw & Co., Inc. | Added | $156.6m663.6k shares |
| CITIGROUP INC | Reduced | $151.5m642.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.2bn5.2m shares |
| JANE STREET GROUP, LLC | Reduced | $1.1bn4.8m shares |
| CITADEL ADVISORS LLC | Added | $544.1m2.3m shares |
| IMC-Chicago, LLC | Reduced | $257.1m1.1m shares |
| Walleye Trading LLC | Added | $224.8m952.9k shares |
| GROUP ONE TRADING LLC | Reduced | $145.5m616.6k shares |
| D. E. Shaw & Co., Inc. | Added | $135.0m572.2k shares |
| JPMORGAN CHASE & CO | Reduced | $99.2m426.3k shares |
| UBS Group AG | Added | $64.9m275.0k shares |
| CITIGROUP INC | Added | $45.3m192.0k 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 since 1 Apr 2026
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 2024 | 0 | — | 1 | $714.9k | $714.9k |
| Q1 2025 | 0 | — | 10 | $5.2m | $4.1m |
| Q2 2025 | 0 | — | 4 | $3.5m | $3.5m |
| Q3 2025 | 0 | — | 5 | $6.4m | $6.4m |
| Q4 2025 | 0 | — | 3 | $13.0m | $9.9m |
| Q1 2026 | 0 | — | 11 | $14.9m | $6.0m |
| Q2 2026 | 0 | — | 11 | $11.8m | $10.7m |
| Q3 2026 | 0 | — | 4 | $3.6m | $3.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-01 | Gloeckler Markus Chief Technology Officer | Sold plan | $160.0k800 shares |
| 2026-08-17 | Sloan Samantha L. EVP, Corporate Affairs | Sold | $28.3k127 shares |
| 2026-08-11 | Dymbort Jason E. General Counsel and Secretary | Sold plan | $922.7k3.7k shares |
| 2026-08-04 | Gloeckler Markus Chief Technology Officer | Sold plan | $205.6k829 shares |
| 2026-08-03 | Koralewski Michael Chief Supply Chain Officer | Sold plan | $1.6m7.0k shares |
| 2026-08-03 | Gloeckler Markus Chief Technology Officer | Sold plan | $749.9k3.4k shares |
| 2026-06-02 | Buehler Patrick James Chief Product Officer | Sold plan | $906.0k3.0k shares |
| 2026-05-28 | Stockdale Caroline Chief People and Comm. Officer | Sold plan | $2.9m10.6k shares |
| 2026-05-26 | Widmar Mark R Chief Executive Officer, director | Sold plan | $1.4m5.2k shares |
| 2026-05-22 | Widmar Mark R Chief Executive Officer, director | Sold plan | $502.5k2.0k shares |
| 2026-05-21 | Widmar Mark R Chief Executive Officer, director | Sold plan | $1.2m4.8k shares |
| 2026-05-21 | Verma Kuntal Kumar Chief Manufacturing Officer | Sold plan | $145.5k582 shares |
| 2026-05-13 | Verma Kuntal Kumar Chief Manufacturing Officer | Sold plan | $349.2k1.5k shares |
| 2026-05-13 | Widmar Mark R Chief Executive Officer, director | Sold plan | $312.0k1.3k shares |
| 2026-05-11 | Widmar Mark R Chief Executive Officer, director | Sold plan | $2.3m9.9k shares |
| 2026-05-11 | Verma Kuntal Kumar Chief Manufacturing Officer | Sold plan | $500.4k2.2k shares |
| 2026-05-06 | Verma Kuntal Kumar Chief Manufacturing Officer | Sold | $58.9k270 shares |
| 2026-05-06 | Dymbort Jason E. General Counsel and Secretary | Sold plan | $49.7k228 shares |
| 2026-05-06 | Theurer Nathan B. VP - Global Controller and CAO | Sold plan | $6.8k31 shares |
| 2026-05-05 | Widmar Mark R Chief Executive Officer, director | Sold | $329.1k1.5k shares |
| 2026-05-05 | ANTOUN GEORGES Chief Commercial Officer | Sold | $122.0k566 shares |
| 2026-05-05 | Bradley Alexander R. Chief Financial Officer | Sold | $107.4k498 shares |
| 2026-05-05 | Verma Kuntal Kumar Chief Manufacturing Officer | Sold | $103.3k479 shares |
| 2026-05-05 | Gloeckler Markus Chief Technology Officer | Sold | $90.6k420 shares |
| 2026-05-05 | Dymbort Jason E. General Counsel and Secretary | Sold | $88.2k409 shares |
| 2026-05-05 | Stockdale Caroline Chief People and Comm. Officer | Sold | $56.5k262 shares |
| 2026-05-05 | Buehler Patrick James Chief Product Officer | Sold | $50.7k235 shares |
| 2026-05-05 | Koralewski Michael Chief Supply Chain Officer | Sold | $46.4k215 shares |
| 2026-05-05 | Sloan Samantha L. EVP, Corporate Affairs | Sold | $4.1k19 shares |
| 2026-05-05 | Theurer Nathan B. VP - Global Controller and CAO | Sold | $2.8k13 shares |
The latest 30 of 31 trades.
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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.05% of their portfolio | 14.0m $3.3bn | Added +208.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 6.8m $1.6bn | Added +48.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.06% of their portfolio | 5.6m $1.3bn | Reduced -58.4k |
| STATE STREET CORP 0.04% of their portfolio | 5.6m $1.3bn | Added +291.4k |
| Capital World Investors 0.11% of their portfolio | 4.1m $970.9m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 3.1m $733.1m | Added +2.8k |
| Hill City Capital, LP 14.48% of their portfolio | 2.6m $620.1m | Added +450.6k |
| Invesco Ltd. 0.05% of their portfolio | 2.6m $613.4m | Reduced -57.3k |
| FMR LLC 0.02% of their portfolio | 2.2m $514.2m | Added +370.8k |
| MORGAN STANLEY 0.02% of their portfolio | 1.8m $422.5m | Added +108.1k |
| Amundi 0.10% of their portfolio | 1.7m $408.3m | Reduced -318.8k |
| NORGES BANK 0.04% of their portfolio | 1.6m $377.2m | Not comparable |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 1.5m $362.4m | Added +100.7k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 1.4m $320.6m | Added +53.5k |
| D. E. Shaw & Co., Inc. 0.19% of their portfolio | 1.3m $311.3m | Added +1.3m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.31% of their portfolio | 1.3m $307.2m | Reduced -380.0k |
| Clean Energy Transition LLP 21.00% of their portfolio | 1.3m $301.6m | Reduced -148.3k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.3m $298.4m | Reduced -125.9k |
| UBS Group AG 0.05% of their portfolio | 1.2m $286.7m | Added +9.2k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.2m $276.0m | Reduced -1.1m |
| Pictet Asset Management Holding SA 0.26% of their portfolio | 1.1m $269.9m | Added +5.6k |
| SAMLYN CAPITAL, LLC 4.09% of their portfolio | 1.0m $246.7m | Added +534.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.15% of their portfolio | 924.5k $218.1m | Reduced -94.3k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 901.1k $212.6m | Reduced -198.9k |
| HSBC HOLDINGS PLC 0.09% of their portfolio | 806.3k $190.3m | Added +139.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 724.9k $171.0m | Reduced -155.9k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 709.6k $167.4m | Added +178.8k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 699.1k $165.0m | Reduced -9.0k |
| Handelsbanken Fonder AB 0.46% of their portfolio | 683.1k $161.2m | Added +89.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 662.7k $156.4m | Added +3.0k |
| Mirova US LLC 1.66% of their portfolio | 655.6k $154.7m | Reduced -42.9k |
| Robeco Schweiz AG 2.47% of their portfolio | 651.9k $153.8m | Added +6.2k |
| Legal & General Group Plc 0.03% of their portfolio | 649.1k $153.2m | Added +47.8k |
| Lightrock Netherlands B.V. 4.08% of their portfolio | 605.0k $20.7m | Reduced -2.5k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 599.2k $141.4m | Reduced -81 |
| DekaBank Deutsche Girozentrale 0.17% of their portfolio | 524.2k $100.9m | Unchanged |
| Pacer Advisors, Inc. 0.27% of their portfolio | 447.5k $105.6m | Added +42.3k |
| BARCLAYS PLC 0.03% of their portfolio | 434.7k $102.6m | Added +13.8k |
| Nuveen, LLC 0.02% of their portfolio | 428.2k $101.0m | Reduced -31.7k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 414.9k $97.9m | Reduced -386.8k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 394.8k $93.2m | Added +57.7k |
| Russell Investments Group, Ltd. 0.08% of their portfolio | 384.1k $90.0m | Added +65.8k |
| Assenagon Asset Management S.A. 0.06% of their portfolio | 377.2k $89.0m | Added +141.5k |
| CITIGROUP INC 0.04% of their portfolio | 373.2k $88.1m | Added +40.0k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 359.3k $84.8m | Added +146.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 357.7k $84.4m | Reduced -13.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 341.0k $80.5m | Reduced -31.4k |
| ASSETMARK, INC 0.14% of their portfolio | 333.3k $78.6m | Added +312.1k |
| Triodos Investment Management BV 4.61% of their portfolio | 321.2k $75.7m | Added +43.6k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 312.9k $73.8m | Added +221.4k |
| STOREBRAND ASSET MANAGEMENT AS 0.18% of their portfolio | 308.6k $72.8m | Reduced -36.4k |
| Swiss National Bank 0.04% of their portfolio | 287.9k $67.9m | Reduced -11.3k |
| Yaupon Capital Management LP 2.14% of their portfolio | 272.4k $64.3m | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.22% of their portfolio | 264.2k $62.3m | Added +113.3k |
| TODD ASSET MANAGEMENT LLC 1.10% of their portfolio | 262.7k $62.0m | Added +6.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 261.6k $61.7m | Added +17.1k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 256.8k $60.6m | Reduced -695.0k |
| National Pension Service 0.04% of their portfolio | 254.8k $60.1m | Added +19.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 251.4k $59.3m | Added +200.6k |
| ARIEL INVESTMENTS, LLC 0.57% of their portfolio | 242.4k $57.2m | Reduced -29.0k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 242.4k $57.2m | Added +187.3k |
| Ahara Advisors LLC 1.62% of their portfolio | 242.2k $4.8m | Added +234.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 242.0k $57.1m | Reduced -134.5k |
| Vanguard Global Advisers, LLC 0.03% of their portfolio | 231.4k $54.6m | Reduced -3.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% of their portfolio | 231.3k $54.5m | Added +19.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 228.3k $53.9m | Reduced -191 |
| IMC-Chicago, LLC 0.48% of their portfolio | 219.3k $51.7m | Added +200.9k |
| Erste Asset Management GmbH 0.39% of their portfolio | 213.7k $49.9m | Added +2.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 212.4k $41.9m | Added +29.5k |
| Man Group plc 0.09% of their portfolio | 206.3k $48.7m | Reduced -276.8k |
| ABN AMRO Bank N.V. 0.62% of their portfolio | 203.5k $48.0m | Added +4.6k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 197.9k $46.7m | Reduced -269 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.03% of their portfolio | 196.6k $46.4m | Added +21.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% of their portfolio | 194.8k $46.0m | Reduced -3.4k |
| Swedbank AB 0.04% of their portfolio | 192.2k $45.3m | Reduced -3.2k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.30% of their portfolio | 187.5k $44.3m | Added +5.2k |
| Employees Provident Fund Board 0.24% of their portfolio | 178.8k $42.2m | Added +32.3k |
| NATIONAL BANK OF CANADA /FI/ 0.04% of their portfolio | 174.0k $41.0m | Added +13.8k |
| California Public Employees Retirement System 0.02% of their portfolio | 171.9k $40.6m | Added +43.0k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 171.6k $40.5m | Added +8.0k |
| SG Americas Securities, LLC 0.02% of their portfolio | 170.9k $40.3m | Reduced -26.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 162.5k $38.3m | Added +6.8k |
| SEB Asset Management AB 0.14% of their portfolio | 159.6k $37.7m | Reduced -17.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 157.6k $37.2m | Reduced -4.1k |
| Caisse de depot et placement du Quebec 0.05% of their portfolio | 153.6k $36.3m | Added +15.0k |
| E. Ohman J:or Asset Management AB 0.83% of their portfolio | 152.0k $35.9m | Added +14.8k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.08% of their portfolio | 151.4k $35.7m | Added +18.8k |
| Raiffeisen Bank International AG 0.41% of their portfolio | 150.1k $34.9m | Added +4.3k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 148.9k $30.4m | Reduced -45.4k |
| Aberdeen Group plc 0.05% of their portfolio | 147.7k $34.9m | Added +14.6k |
| TRILLIUM ASSET MANAGEMENT, LLC 1.00% of their portfolio | 137.4k $32.4m | Reduced -5.0k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 137.4k $32.4m | Added +14.0k |
| Eurizon Capital SGR S.p.A. 0.08% of their portfolio | 128.8k $30.4m | Reduced -40.5k |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.58% of their portfolio | 128.7k $30.4m | Reduced -1.8k |
| Two Seas Capital LP 1.15% of their portfolio | 128.0k $30.2m | Reduced -175.0k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 125.2k $29.5m | Added +58.6k |
| Altshuler Shaham Ltd 0.37% of their portfolio | 124.9k $29.5m | Added +114.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 122.8k $29.0m | Reduced -7.6k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.52% of their portfolio | 116.9k $27.6m | New |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 114.1k $26.9m | Added +12.8k |