Shoals Technologies Group, Inc.
SHLS- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001831651
No open-market purchases or sales by Shoals Technologies Group, Inc. insiders were filed in the last 90 days; 271 institutions reported holding it in 13F filings for Q2 2026, worth $1.74B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Shoals Technologies Group, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 283
- +60 vs. Q3 2022
- Shares held
- 144.4M
- +33.0M (+29.6%) vs. Q3 2022
- Total value
- $3.56B
- +$1.16B (+48.4%) vs. Q3 2022
- New holders
- 86
- 116 more added
- Sold out
- 26
- 55 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SHLS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 271 | $1.74B |
| Q1 2026 | 267 | $1.18B |
| Q4 2025 | 268 | $1.56B |
| Q3 2025 | 238 | $1.34B |
| Q2 2025 | 221 | $791.3M |
| Q1 2025 | 217 | $576.2M |
| Q4 2024 | 224 | $949.4M |
| Q3 2024 | 236 | $938.3M |
| Q2 2024 | 249 | $1.22B |
| Q1 2024 | 278 | $2.23B |
| Q4 2023 | 290 | $3.05B |
| Q3 2023 | 301 | $3.42B |
| Q2 2023 | 289 | $4.60B |
| Q1 2023 | 290 | $3.95B |
| Q4 2022 | 283 | $3.56B |
| Q3 2022 | 224 | $2.40B |
| Q2 2022 | 209 | $1.94B |
| Q1 2022 | 197 | $1.90B |
| Q4 2021 | 171 | $2.75B |
| Q3 2021 | 170 | $3.09B |
| Q2 2021 | 155 | $3.82B |
| Q1 2021 | 146 | $3.08B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Shoals Technologies Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| Ronald Blue Trust, Inc. | 21 | $0 | 0.00% | +21 | New |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 1 | $25 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $25 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 25 | $53 | 0.00% | +25 | New |
| Schubert & Co | 4 | $99 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 5 | $123 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 13 | $321 | 0.00% | +13 | New |
| Belpointe Asset Management LLC | 18 | $444 | 0.00% | +18 | New |
| Parallel Advisors, LLC | 25 | $617 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $617 | 0.00% | +25 | New |
| Hexagon Capital Partners LLC | 32 | $789 | 0.00% | −74−69.8% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 34 | $839 | 0.00% | +34 | New |
| Quadrant Capital Group LLC | 37 | $913 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 41 | $1.00K | 0.00% | +41 | New |
| Private Trust Co NA | 60 | $1.00K | 0.00% | +60 | New |
| North Star Investment Management Corp. | 42 | $1.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $1.55K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 115 | $2.00K | 0.00% | +115 | New |
| Spire Wealth Management | 66 | $2.00K | 0.00% | +66 | New |
| Park Place Capital Corp | 95 | $2.00K | 0.00% | +95 | New |
| Harbour Investments, Inc. | 100 | $2.47K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 100 | $2.47K | 0.00% | −13−11.5% | Reduced |
| Beacon Capital Management, LLC | 100 | $2.47K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 109 | $2.69K | 0.00% | +109 | New |
| Allworth Financial LP | 121 | $2.98K | 0.00% | +8+7.1% | Added |
| IFP Advisors, Inc | 75 | $3.00K | 0.00% | +50+200.0% | Added |
| Lindbrook Capital, LLC | 135 | $3.33K | 0.00% | +21+18.4% | Added |
| Bell Investment Advisors, Inc | 138 | $3.40K | 0.00% | +40+40.8% | Added |
| Parkside Financial Bank & Trust | 161 | $3.97K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 170 | $4.19K | 0.00% | +170 | New |
| TCI Wealth Advisors, Inc. | 190 | $4.69K | 0.00% | +1+0.5% | Added |
| Whittier Trust Co | 290 | $7.15K | 0.00% | +290 | New |
| Advisory Services Network, LLC | 305 | $7.52K | 0.00% | +305 | New |
| Cutler Group LP | 433 | $10.0K | 0.00% | +233+116.5% | Added |
| Rational Advisors LLC | 408 | $10.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 480 | $11.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 490 | $12.1K | 0.00% | +490 | New |
| CoreCap Advisors, LLC | 512 | $12.6K | 0.00% | +512 | New |
| Glassman Wealth Services | 585 | $14.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 586 | $14.5K | 0.00% | +446+318.6% | Added |
| Desjardins Global Asset Management Inc. | 637 | $15.0K | 0.00% | +73+12.9% | Added |
| Global Retirement Partners, LLC | 652 | $16.1K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $24.7K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,200 | $30.0K | 0.00% | +37+3.2% | Added |
| TFC Financial Management | 1,315 | $32.4K | 0.01% | +1,100+511.6% | Added |
| Riverview Trust Co | 1,390 | $34.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,602 | $39.5K | 0.00% | −70−4.2% | Reduced |
| Centiva Capital, LP | 2,300 | $56.7K | 0.00% | +2,000+666.7% | Added |
| AdvisorNet Financial, Inc | 2,805 | $69.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,252 | $80.2K | 0.00% | +2,761+562.3% | Added |
| Nisa Investment Advisors, LLC | 3,397 | $84.0K | 0.00% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 5,076 | $125.2K | 0.07% | +5,076 | New |
| Rockefeller Capital Management L.P. | 5,115 | $126.0K | 0.00% | +2,885+129.4% | Added |
| Point72 Middle East FZE | 5,666 | $139.8K | 0.01% | +5,666 | New |
| Shell Asset Management Co | 6,168 | $152.0K | 0.01% | −1,252−16.9% | Reduced |
| Walleye Trading LLC | 6,170 | $152.2K | 0.00% | +6,170 | New |
| Tower Research Capital LLC (TRC) | 6,436 | $159.0K | 0.01% | −4,032−38.5% | Reduced |
| US Bancorp | 6,470 | $159.6K | 0.00% | +505+8.5% | Added |
| Principal Street Partners, LLC | 8,139 | $200.8K | 0.05% | +8,139 | New |
| B. Metzler seel. Sohn & Co. AG | 8,300 | $204.8K | 0.00% | +8,300 | New |
| Metropolitan Life Insurance Co | 8,572 | $211.5K | 0.01% | +1,725+25.2% | Added |
| Diversified Trust Co | 8,631 | $213.0K | 0.01% | +8,631 | New |
| Sigma Planning Corp | 8,802 | $217.1K | 0.01% | +8,802 | New |
| Thompson Davis & Co., Inc. | 9,175 | $226.3K | 0.32% | +9,175 | New |
| STRS Ohio | 9,500 | $234.0K | 0.00% | +6,100+179.4% | Added |
| Gotham Asset Management, LLC | 9,585 | $236.5K | 0.01% | +9,585 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,000 | $246.7K | 0.00% | 00.0% | Unchanged |
| American Trust | 10,101 | $249.2K | 0.02% | +10,101 | New |
| SG Americas Securities, LLC | 10,221 | $252.0K | 0.00% | −4,804−32.0% | Reduced |
| BIT Capital GmbH | 10,800 | $266.4K | 0.06% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 11,087 | $272.8K | 0.16% | +1,167+11.8% | Added |
| Assenagon Asset Management S.A. | 11,670 | $288.0K | 0.00% | +11,670 | New |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 11,980 | $295.5K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,642 | $312.0K | 0.00% | −3,349−20.9% | Reduced |
| Boulder Hill Capital Management LP | 12,800 | $315.8K | 0.26% | +12,800 | New |
| Squarepoint Ops LLC | 12,971 | $320.0K | 0.00% | +12,971 | New |
| Cna Financial Corp | 12,973 | $320.0K | 0.19% | −9,881−43.2% | Reduced |
| Allianz Asset Management GmbH | 13,000 | $320.7K | 0.00% | +13,000 | New |
| Ameritas Investment Partners, Inc. | 11,047 | $322.9K | 0.01% | +2,277+26.0% | Added |
| ClariVest Asset Management LLC | 13,290 | $327.0K | 0.02% | +79+0.6% | Added |
| Banque Cantonale Vaudoise | 13,544 | $334.0K | 0.02% | +13,544 | New |
| LPL Financial LLC | 13,771 | $339.7K | 0.00% | −681−4.7% | Reduced |
| Blair William & Co | 13,819 | $340.9K | 0.00% | −3,613−20.7% | Reduced |
| Prospera Financial Services Inc | 13,963 | $344.5K | 0.02% | +296+2.2% | Added |
| Values First Advisors, Inc. | 14,820 | $365.6K | 0.26% | +55+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,222 | $375.5K | 0.00% | +1,030+7.3% | Added |
| Janney Montgomery Scott LLC | 15,248 | $376.0K | 0.00% | +361+2.4% | Added |
| Hartline Investment Corp | 15,323 | $378.0K | 0.09% | +15,323 | New |
| Walleye Capital LLC | 15,900 | $392.3K | 0.01% | +15,900 | New |
| Numerai GP LLC | 15,931 | $393.0K | 0.27% | +15,931 | New |
| Cambridge Investment Research Advisors, Inc. | 17,150 | $423.0K | 0.00% | −708−4.0% | Reduced |
| Public Employees Retirement Association of Colorado | 17,912 | $442.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 18,257 | $450.4K | 0.00% | +5,635+44.6% | Added |
| Advisors Asset Management, Inc. | 19,057 | $470.1K | 0.01% | +1,130+6.3% | Added |
| Handelsbanken Fonder AB | 19,600 | $484.0K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Investment Management | 20,122 | $493.0K | 0.54% | +20,122 | New |
| AQR Capital Management LLC | 20,303 | $493.4K | 0.00% | +20,303 | New |