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 |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 13,290 | $327.0K | 0.02% | +79+0.6% | Added |
| Ameritas Investment Partners, Inc. | 11,047 | $322.9K | 0.01% | +2,277+26.0% | Added |
| Allianz Asset Management GmbH | 13,000 | $320.7K | 0.00% | +13,000 | New |
| Cna Financial Corp | 12,973 | $320.0K | 0.19% | −9,881−43.2% | Reduced |
| Squarepoint Ops LLC | 12,971 | $320.0K | 0.00% | +12,971 | New |
| Boulder Hill Capital Management LP | 12,800 | $315.8K | 0.26% | +12,800 | New |
| Teacher Retirement System of Texas | 12,642 | $312.0K | 0.00% | −3,349−20.9% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 11,980 | $295.5K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 11,670 | $288.0K | 0.00% | +11,670 | New |
| Transatlantique Private Wealth LLC | 11,087 | $272.8K | 0.16% | +1,167+11.8% | Added |
| BIT Capital GmbH | 10,800 | $266.4K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,221 | $252.0K | 0.00% | −4,804−32.0% | Reduced |
| American Trust | 10,101 | $249.2K | 0.02% | +10,101 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,000 | $246.7K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 9,585 | $236.5K | 0.01% | +9,585 | New |
| STRS Ohio | 9,500 | $234.0K | 0.00% | +6,100+179.4% | Added |
| Thompson Davis & Co., Inc. | 9,175 | $226.3K | 0.32% | +9,175 | New |
| Sigma Planning Corp | 8,802 | $217.1K | 0.01% | +8,802 | New |
| Diversified Trust Co | 8,631 | $213.0K | 0.01% | +8,631 | New |
| Metropolitan Life Insurance Co | 8,572 | $211.5K | 0.01% | +1,725+25.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,300 | $204.8K | 0.00% | +8,300 | New |
| Principal Street Partners, LLC | 8,139 | $200.8K | 0.05% | +8,139 | New |
| US Bancorp | 6,470 | $159.6K | 0.00% | +505+8.5% | Added |
| Tower Research Capital LLC (TRC) | 6,436 | $159.0K | 0.01% | −4,032−38.5% | Reduced |
| Walleye Trading LLC | 6,170 | $152.2K | 0.00% | +6,170 | New |
| Shell Asset Management Co | 6,168 | $152.0K | 0.01% | −1,252−16.9% | Reduced |
| Point72 Middle East FZE | 5,666 | $139.8K | 0.01% | +5,666 | New |
| Rockefeller Capital Management L.P. | 5,115 | $126.0K | 0.00% | +2,885+129.4% | Added |
| Convergence Investment Partners, LLC | 5,076 | $125.2K | 0.07% | +5,076 | New |
| Nisa Investment Advisors, LLC | 3,397 | $84.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,252 | $80.2K | 0.00% | +2,761+562.3% | Added |
| AdvisorNet Financial, Inc | 2,805 | $69.2K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,300 | $56.7K | 0.00% | +2,000+666.7% | Added |
| Leonteq Securities AG | 1,602 | $39.5K | 0.00% | −70−4.2% | Reduced |
| Riverview Trust Co | 1,390 | $34.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 1,315 | $32.4K | 0.01% | +1,100+511.6% | Added |
| CWM, LLC | 1,200 | $30.0K | 0.00% | +37+3.2% | Added |
| Orion Capital Management LLC | 1,000 | $24.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 652 | $16.1K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 637 | $15.0K | 0.00% | +73+12.9% | Added |
| First Horizon Advisors, Inc. | 586 | $14.5K | 0.00% | +446+318.6% | Added |
| Glassman Wealth Services | 585 | $14.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 512 | $12.6K | 0.00% | +512 | New |
| Assetmark, Inc | 490 | $12.1K | 0.00% | +490 | New |
| Geneos Wealth Management Inc. | 480 | $11.8K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 408 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 433 | $10.0K | 0.00% | +233+116.5% | Added |
| Advisory Services Network, LLC | 305 | $7.52K | 0.00% | +305 | New |
| Whittier Trust Co | 290 | $7.15K | 0.00% | +290 | New |
| TCI Wealth Advisors, Inc. | 190 | $4.69K | 0.00% | +1+0.5% | Added |
| RFP Financial Group LLC | 170 | $4.19K | 0.00% | +170 | New |
| Parkside Financial Bank & Trust | 161 | $3.97K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 138 | $3.40K | 0.00% | +40+40.8% | Added |
| Lindbrook Capital, LLC | 135 | $3.33K | 0.00% | +21+18.4% | Added |
| IFP Advisors, Inc | 75 | $3.00K | 0.00% | +50+200.0% | Added |
| Allworth Financial LP | 121 | $2.98K | 0.00% | +8+7.1% | Added |
| Signaturefd, LLC | 109 | $2.69K | 0.00% | +109 | 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 |
| 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 |
| EverSource Wealth Advisors, LLC | 63 | $1.55K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 42 | $1.04K | 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 |
| Quadrant Capital Group LLC | 37 | $913 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 34 | $839 | 0.00% | +34 | New |
| Hexagon Capital Partners LLC | 32 | $789 | 0.00% | −74−69.8% | Reduced |
| Parallel Advisors, LLC | 25 | $617 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $617 | 0.00% | +25 | New |
| Belpointe Asset Management LLC | 18 | $444 | 0.00% | +18 | New |
| SRS Capital Advisors, Inc. | 13 | $321 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 5 | $123 | 0.00% | +5 | New |
| Schubert & Co | 4 | $99 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 25 | $53 | 0.00% | +25 | New |
| Disciplined Investments, LLC | 1 | $25 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $25 | 0.00% | +1 | New |
| 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 |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −650,112−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −396,722−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −183,870−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −183,433−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −182,400−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −99,700−100.0% | Sold out |
| Stamina Capital Management LP | 0 | $0 | 0.00% | −86,621−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −83,450−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −39,160−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,852−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −24,307−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −23,268−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −21,624−100.0% | Sold out |
| Bray Capital Advisors | 0 | $0 | 0.00% | −18,690−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −17,607−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,460−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −12,854−100.0% | Sold out |