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 |
|---|---|---|---|---|---|
| Hartline Investment Corp | 16,423 | $374.3K | 0.07% | +1,100+7.2% | Added |
| Janney Montgomery Scott LLC | 16,352 | $373.0K | 0.00% | +1,104+7.2% | Added |
| Cubist Systematic Strategies, LLC | 15,998 | $364.6K | 0.00% | −88,985−84.8% | Reduced |
| Kent Lake Capital LLC | 15,000 | $341.9K | 0.23% | +15,000 | New |
| Transatlantique Private Wealth LLC | 14,598 | $332.7K | 0.18% | +3,511+31.7% | Added |
| Natixis Advisors, L.P. | 13,939 | $318.0K | 0.00% | −16,461−54.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,725 | $312.8K | 0.01% | +13,725 | New |
| ClariVest Asset Management LLC | 13,323 | $304.0K | 0.01% | +33+0.2% | Added |
| Allianz Asset Management GmbH | 13,000 | $296.3K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 12,978 | $296.0K | 0.01% | −566−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 12,747 | $290.5K | 0.01% | +1,700+15.4% | Added |
| Diversified Trust Co | 12,578 | $286.7K | 0.01% | +3,947+45.7% | Added |
| BIT Capital GmbH | 12,015 | $273.8K | 0.04% | +1,215+11.3% | Added |
| Sciencast Management LP | 11,198 | $270.8K | 0.36% | +11,198 | New |
| Duff & Phelps Investment Management Co | 11,520 | $262.5K | 0.00% | +11,520 | New |
| STRS Ohio | 11,300 | $257.0K | 0.00% | +1,800+18.9% | Added |
| Assenagon Asset Management S.A. | 11,260 | $256.6K | 0.00% | −410−3.5% | Reduced |
| Bayesian Capital Management, LP | 10,788 | $245.9K | 0.03% | +10,788 | New |
| American Trust | 10,416 | $237.4K | 0.02% | +315+3.1% | Added |
| J.W. Cole Advisors, Inc. | 10,350 | $235.9K | 0.02% | +10,350 | New |
| XTX Topco Ltd | 10,322 | $235.2K | 0.05% | +10,322 | New |
| Blair William & Co | 10,308 | $234.9K | 0.00% | −3,511−25.4% | Reduced |
| 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 |
| Principal Street Partners, LLC | 9,252 | $210.9K | 0.05% | +1,113+13.7% | Added |
| Xponance, Inc. | 9,165 | $208.9K | 0.00% | +9,165 | New |
| Metropolitan Life Insurance Co | 9,064 | $206.6K | 0.01% | +492+5.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 8,117 | $180.0K | 0.08% | +8,117 | New |
| The PNC Financial Services Group, Inc. | 6,242 | $142.3K | 0.00% | +2,990+91.9% | Added |
| Sandia Investment Management LP | 5,000 | $114.0K | 0.02% | +5,000 | New |
| Castleark Management LLC | 4,280 | $97.5K | 0.00% | −274,270−98.5% | Reduced |
| Group One Trading, L.P. | 3,786 | $86.3K | 0.00% | +3,786 | New |
| Nisa Investment Advisors, LLC | 3,397 | $77.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,255 | $74.0K | 0.01% | +2,822+651.7% | Added |
| AdvisorNet Financial, Inc | 2,805 | $63.9K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,804 | $63.9K | 0.00% | −3,666−56.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,746 | $62.0K | 0.00% | −3,690−57.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,596 | $59.0K | 0.00% | +2,596 | New |
| Lazard Asset Management LLC | 2,226 | $50.0K | 0.00% | +2,111+1,835.7% | Added |
| TFC Financial Management | 2,062 | $47.0K | 0.01% | +747+56.8% | Added |
| Leonteq Securities AG | 1,703 | $38.8K | 0.00% | +101+6.3% | Added |
| Riverview Trust Co | 1,390 | $31.7K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,016 | $23.0K | 0.00% | −184−15.3% | Reduced |
| Orion Capital Management LLC | 1,000 | $22.8K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 705 | $21.8K | 0.00% | +630+840.0% | Added |
| Quadrant Capital Group LLC | 840 | $19.1K | 0.00% | +803+2,170.3% | Added |
| Assetmark, Inc | 825 | $18.8K | 0.00% | +335+68.4% | Added |
| Simplex Trading, LLC | 796 | $18.0K | 0.00% | −24,612−96.9% | Reduced |
| Global Retirement Partners, LLC | 881 | $16.3K | 0.00% | +229+35.1% | Added |
| Desjardins Global Asset Management Inc. | 709 | $16.0K | 0.00% | +72+11.3% | Added |
| Whittier Trust Co | 630 | $14.3K | 0.00% | +340+117.2% | Added |
| First Horizon Advisors, Inc. | 452 | $10.3K | 0.00% | −134−22.9% | Reduced |
| Rational Advisors LLC | 408 | $9.30K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 401 | $9.14K | 0.00% | +401 | New |
| Advisory Services Network, LLC | 355 | $8.09K | 0.00% | +50+16.4% | Added |
| Ameritas Advisory Services, LLC | 350 | $7.87K | 0.00% | +350 | New |
| TCI Wealth Advisors, Inc. | 278 | $6.34K | 0.00% | +88+46.3% | Added |
| Glassman Wealth Services | 264 | $6.02K | 0.00% | −321−54.9% | Reduced |
| EverSource Wealth Advisors, LLC | 260 | $5.92K | 0.00% | +197+312.7% | Added |
| Allworth Financial LP | 221 | $5.04K | 0.00% | +100+82.6% | Added |
| Russell Investments Group, Ltd. | 157 | $3.58K | 0.00% | +157 | New |
| Bell Investment Advisors, Inc | 139 | $3.17K | 0.00% | +1+0.7% | Added |
| Bessemer Group Inc | 114 | $3.00K | 0.00% | +73+178.0% | Added |
| International Assets Investment Management, LLC | 105 | $2.39K | 0.00% | +105 | New |
| Geneos Wealth Management Inc. | 100 | $2.28K | 0.00% | −380−79.2% | Reduced |
| Harbour Investments, Inc. | 100 | $2.28K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 95 | $2.17K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 88 | $2.01K | 0.00% | −73−45.3% | Reduced |
| Signaturefd, LLC | 87 | $1.98K | 0.00% | −22−20.2% | Reduced |
| Spire Wealth Management | 69 | $1.57K | 0.00% | +3+4.5% | Added |
| Belpointe Asset Management LLC | 56 | $1.28K | 0.00% | +38+211.1% | Added |
| GWM Advisors LLC | 50 | $1.14K | 0.00% | +50 | New |
| North Star Investment Management Corp. | 42 | $957 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 35 | $798 | 0.00% | +35 | New |
| Northwestern Mutual Wealth Management Co | 28 | $638 | 0.00% | +28 | New |
| 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 |
| SRS Capital Advisors, Inc. | 21 | $478 | 0.00% | +8+61.5% | Added |
| Schubert & Co | 8 | $183 | 0.00% | +4+100.0% | Added |
| JFS Wealth Advisors, LLC | 4 | $92 | 0.00% | −1−20.0% | Reduced |
| Disciplined Investments, LLC | 4 | $91 | 0.00% | +3+300.0% | Added |
| Hexagon Capital Partners LLC | 2 | $46 | 0.00% | −30−93.8% | Reduced |
| SJS Investment Consulting Inc. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| 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 |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −1,500,000−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −1,459,195−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −1,093,208−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −422,101−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Peconic Partners LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −193,627−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −131,435−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −123,650−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −90,111−100.0% | Sold out |