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, Q1 2023
Institutional positions in Shoals Technologies Group, Inc. as of Mar 31, 2023. 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
- 290
- +11 vs. Q4 2022
- Shares held
- 173.2M
- +28.9M (+20.0%) vs. Q4 2022
- Total value
- $3.95B
- +$389.5M (+10.9%) vs. Q4 2022
- New holders
- 44
- 155 more added
- Sold out
- 33
- 64 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Shoals Technologies Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 25 | $0 | 0.00% | +4+19.0% | Added |
| Steward Financial Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $46 | 0.00% | −30−93.8% | Reduced |
| Disciplined Investments, LLC | 4 | $91 | 0.00% | +3+300.0% | Added |
| JFS Wealth Advisors, LLC | 4 | $92 | 0.00% | −1−20.0% | Reduced |
| Schubert & Co | 8 | $183 | 0.00% | +4+100.0% | Added |
| SRS Capital Advisors, Inc. | 21 | $478 | 0.00% | +8+61.5% | Added |
| Ellevest, Inc. | 25 | $570 | 0.00% | −75−75.0% | Reduced |
| Parallel Advisors, LLC | 25 | $570 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $570 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 28 | $638 | 0.00% | +28 | New |
| Ahrens Investment Partners LLC | 35 | $798 | 0.00% | +35 | New |
| North Star Investment Management Corp. | 42 | $957 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $1.14K | 0.00% | +50 | New |
| Belpointe Asset Management LLC | 56 | $1.28K | 0.00% | +38+211.1% | Added |
| Spire Wealth Management | 69 | $1.57K | 0.00% | +3+4.5% | Added |
| Signaturefd, LLC | 87 | $1.98K | 0.00% | −22−20.2% | Reduced |
| Parkside Financial Bank & Trust | 88 | $2.01K | 0.00% | −73−45.3% | Reduced |
| Lindbrook Capital, LLC | 90 | $2.05K | 0.00% | −45−33.3% | Reduced |
| Private Trust Co NA | 90 | $2.05K | 0.00% | +30+50.0% | Added |
| Park Place Capital Corp | 95 | $2.17K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $2.28K | 0.00% | −380−79.2% | Reduced |
| Harbour Investments, Inc. | 100 | $2.28K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 105 | $2.39K | 0.00% | +105 | New |
| Bessemer Group Inc | 114 | $3.00K | 0.00% | +73+178.0% | Added |
| Bell Investment Advisors, Inc | 139 | $3.17K | 0.00% | +1+0.7% | Added |
| Russell Investments Group, Ltd. | 157 | $3.58K | 0.00% | +157 | New |
| Allworth Financial LP | 221 | $5.04K | 0.00% | +100+82.6% | Added |
| EverSource Wealth Advisors, LLC | 260 | $5.92K | 0.00% | +197+312.7% | Added |
| Glassman Wealth Services | 264 | $6.02K | 0.00% | −321−54.9% | Reduced |
| TCI Wealth Advisors, Inc. | 278 | $6.34K | 0.00% | +88+46.3% | Added |
| Ameritas Advisory Services, LLC | 350 | $7.87K | 0.00% | +350 | New |
| Advisory Services Network, LLC | 355 | $8.09K | 0.00% | +50+16.4% | Added |
| State of Wyoming | 401 | $9.14K | 0.00% | +401 | New |
| Rational Advisors LLC | 408 | $9.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 452 | $10.3K | 0.00% | −134−22.9% | Reduced |
| Whittier Trust Co | 630 | $14.3K | 0.00% | +340+117.2% | Added |
| Desjardins Global Asset Management Inc. | 709 | $16.0K | 0.00% | +72+11.3% | Added |
| Global Retirement Partners, LLC | 881 | $16.3K | 0.00% | +229+35.1% | Added |
| Simplex Trading, LLC | 796 | $18.0K | 0.00% | −24,612−96.9% | Reduced |
| Assetmark, Inc | 825 | $18.8K | 0.00% | +335+68.4% | Added |
| Quadrant Capital Group LLC | 840 | $19.1K | 0.00% | +803+2,170.3% | Added |
| IFP Advisors, Inc | 705 | $21.8K | 0.00% | +630+840.0% | Added |
| Orion Capital Management LLC | 1,000 | $22.8K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,016 | $23.0K | 0.00% | −184−15.3% | Reduced |
| Riverview Trust Co | 1,390 | $31.7K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,703 | $38.8K | 0.00% | +101+6.3% | Added |
| TFC Financial Management | 2,062 | $47.0K | 0.01% | +747+56.8% | Added |
| Lazard Asset Management LLC | 2,226 | $50.0K | 0.00% | +2,111+1,835.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,596 | $59.0K | 0.00% | +2,596 | New |
| Tower Research Capital LLC (TRC) | 2,746 | $62.0K | 0.00% | −3,690−57.3% | Reduced |
| US Bancorp | 2,804 | $63.9K | 0.00% | −3,666−56.7% | Reduced |
| AdvisorNet Financial, Inc | 2,805 | $63.9K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 3,255 | $74.0K | 0.01% | +2,822+651.7% | Added |
| Nisa Investment Advisors, LLC | 3,397 | $77.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,786 | $86.3K | 0.00% | +3,786 | New |
| Castleark Management LLC | 4,280 | $97.5K | 0.00% | −274,270−98.5% | Reduced |
| Sandia Investment Management LP | 5,000 | $114.0K | 0.02% | +5,000 | New |
| The PNC Financial Services Group, Inc. | 6,242 | $142.3K | 0.00% | +2,990+91.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 8,117 | $180.0K | 0.08% | +8,117 | New |
| Metropolitan Life Insurance Co | 9,064 | $206.6K | 0.01% | +492+5.7% | Added |
| Xponance, Inc. | 9,165 | $208.9K | 0.00% | +9,165 | New |
| Principal Street Partners, LLC | 9,252 | $210.9K | 0.05% | +1,113+13.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,000 | $227.9K | 0.00% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 10,000 | $227.9K | 0.02% | +10,000 | New |
| Blair William & Co | 10,308 | $234.9K | 0.00% | −3,511−25.4% | Reduced |
| XTX Topco Ltd | 10,322 | $235.2K | 0.05% | +10,322 | New |
| J.W. Cole Advisors, Inc. | 10,350 | $235.9K | 0.02% | +10,350 | New |
| American Trust | 10,416 | $237.4K | 0.02% | +315+3.1% | Added |
| Bayesian Capital Management, LP | 10,788 | $245.9K | 0.03% | +10,788 | New |
| Assenagon Asset Management S.A. | 11,260 | $256.6K | 0.00% | −410−3.5% | Reduced |
| STRS Ohio | 11,300 | $257.0K | 0.00% | +1,800+18.9% | Added |
| Duff & Phelps Investment Management Co | 11,520 | $262.5K | 0.00% | +11,520 | New |
| Sciencast Management LP | 11,198 | $270.8K | 0.36% | +11,198 | New |
| BIT Capital GmbH | 12,015 | $273.8K | 0.04% | +1,215+11.3% | Added |
| Diversified Trust Co | 12,578 | $286.7K | 0.01% | +3,947+45.7% | Added |
| Ameritas Investment Partners, Inc. | 12,747 | $290.5K | 0.01% | +1,700+15.4% | Added |
| Banque Cantonale Vaudoise | 12,978 | $296.0K | 0.01% | −566−4.2% | Reduced |
| Allianz Asset Management GmbH | 13,000 | $296.3K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 13,323 | $304.0K | 0.01% | +33+0.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,725 | $312.8K | 0.01% | +13,725 | New |
| Natixis Advisors, L.P. | 13,939 | $318.0K | 0.00% | −16,461−54.1% | Reduced |
| Transatlantique Private Wealth LLC | 14,598 | $332.7K | 0.18% | +3,511+31.7% | Added |
| Kent Lake Capital LLC | 15,000 | $341.9K | 0.23% | +15,000 | New |
| Cubist Systematic Strategies, LLC | 15,998 | $364.6K | 0.00% | −88,985−84.8% | Reduced |
| Janney Montgomery Scott LLC | 16,352 | $373.0K | 0.00% | +1,104+7.2% | Added |
| Hartline Investment Corp | 16,423 | $374.3K | 0.07% | +1,100+7.2% | Added |
| LMR Partners LLP | 16,659 | $379.7K | 0.01% | +16,659 | New |
| LPL Financial LLC | 16,661 | $379.7K | 0.00% | +2,890+21.0% | Added |
| Prospera Financial Services Inc | 17,280 | $393.8K | 0.02% | +3,317+23.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,405 | $397.0K | 0.00% | +255+1.5% | Added |
| Public Employees Retirement Association of Colorado | 17,912 | $408.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 19,022 | $433.5K | 0.01% | −35−0.2% | Reduced |
| HRT Financial LP | 19,319 | $440.0K | 0.01% | −106,251−84.6% | Reduced |
| Handelsbanken Fonder AB | 19,600 | $447.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 20,000 | $456.0K | 0.02% | +20,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,958 | $477.6K | 0.00% | +5,736+37.7% | Added |