First Solar Inc
$205.93-0.4%
+$9.3B
Net Activity
+34.89% total shares
Institutions Holding
1027
Popularity Rank
#460
Avg Weight
0.24%
Total Value
$35.4B
Market Cap
$22.1B
1027 institutions currently hold FSLR, with 506 net buyers and 476 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
476
Net Buying Institutions
506
Top 5 by Value
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Across its top 20 institutional holders, FSLR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 38/100).
FSLR ranks #460 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
FSLR is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.2% of that fund's own 13F portfolio.
FSLR is a top-conviction position for Clean Energy Transition LLP — at 21.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in FSLR belongs to BlackRock, Inc., but the position matters far more to Clean Energy Transition LLP, who has 21.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
JPMorgan has added to its FSLR position for two straight quarters, increasing it by $660.2M to reach $1.1B today.
BNP Paribas Asset Management Holding S.A. has trimmed its FSLR position for two straight quarters, cutting it by $177.0M while still holding $307.2M.
FSLR is down 0.4% today, but institutions show net buying of $9.3B this quarter — a divergence between today's price move and the underlying institutional flow.
FSLR posted net income of $1.7B over the trailing twelve months, and currently trades at a P/E of 12.7.
+$5.8B
Total Buy Value
$2.2B
Total Sell Value
506
Net Buyers
476
Net Sellers
FSLR
Q2 2026
Top 5 Institutional Movers
Institutions aggressively accumulate FSLR; insider sell negligible
Signal Basis
The latest 13F quarter shows institutional net accumulation of $9.28B, with 506 net buyers exceeding 476 net sellers and 146 new positions versus 106 exits; BlackRock, Susquehanna, Jane Street, Vanguard, and Citadel all rank among the top five holders. On the insider side, a single sell by EVP Samantha Sloan on August 17 totaled just $28,314.65 — a de minimis amount with a confidence score of 0.0 and no cluster alert, effectively too small to signal meaningful insider distribution.
Confirmation
A subsequent 13F quarter confirming continued institutional net inflows alongside an explicit smart_money_convergence flag would further validate the bullish thesis.
Invalidation Risk
Multiple insiders executing coordinated sales or institutions turning to consecutive quarters of net outflows would invalidate this bullish stance.
Generated by AI directly from institutional holders' Form 13F data on SEC EDGAR, reflecting past activity only. Not investment advice — do not base trading decisions on this alone; verify against the source filings below.
See the institutional 13F filings behind this signalFSLR does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Samantha L. Sloan | 2026-08-17 | $28K |
| Sell | Verma Kuntal Kumar | 2026-03-17 | $36K |
| Sell | Theurer Nathan B. | 2026-03-17 | $19K |
| Sell | Dymbort Jason E. | 2026-03-17 | $1.80M |
| Sell | Bradley Alexander R. | 2026-03-17 | $1.07M |
| Sell | Bradley Alexander R. | 2026-03-17 | $1.02M |
| Sell | Bradley Alexander R. | 2026-03-17 | $70K |
| Sell | Bradley Alexander R. | 2026-03-17 | $588K |
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Buy | Alan Armstrong Senate | 2026-03-27 | $1K–$15K |
6
Filings (90d)
$3.62M
Total Est. Value
16K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Gloeckler Markus | 2026-09-01 | $160K |
| Sloan Samantha L. | 2026-08-17 | $28K |
| Dymbort Jason E. | 2026-08-11 | $923K |
| Gloeckler Markus | 2026-08-04 | $206K |
| Gloeckler Markus | 2026-08-03 | $750K |
| Koralewski Michael | 2026-08-03 | $1.55M |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
2
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| G1 Execution Services, LLC | 13G/A | 2026-08-14 | 7.0% |
| BlackRock, Inc. | 13G/A | 2026-07-28 | 11.8% |
1
Filings (14d)
First Solar issued its second-quarter 2026 earnings release on July 30, 2026, and held a conference call to discuss results for the period ended June 30, 2026. This 8-K is the standard way of formally furnishing that press release as an exhibit. The excerpt doesn't include any actual revenue or profit numbers, so it only confirms that the quarterly report was published.
View Full Filing (SEC EDGAR)336433107, 26943B100, 319383105, 33582V108, 33610F109, 336169107, 33616c100, 336433907, 336433957, 337319107
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Access FSLR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/FSLRCLI
npx alphasmo stocks get FSLR