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, Q2 2023
Institutional positions in Shoals Technologies Group, Inc. as of Jun 30, 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
- 289
- +2 vs. Q1 2023
- Shares held
- 180.7M
- +7.55M (+4.4%) vs. Q1 2023
- Total value
- $4.60B
- +$651.4M (+16.5%) vs. Q1 2023
- New holders
- 44
- 123 more added
- Sold out
- 42
- 89 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Shoals Technologies Group, Inc.; share changes are against Q1 2023.
| 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% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Comerica Bank | 261 | $3 | 0.00% | +261 | New |
| Sofos Investments, Inc. | 26 | $55 | 0.00% | +26 | New |
| Disciplined Investments, LLC | 7 | $179 | 0.00% | +3+75.0% | Added |
| SJS Investment Consulting Inc. | 9 | $231 | 0.00% | +8+800.0% | Added |
| Fifth Third Bancorp | 10 | $256 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 14 | $358 | 0.00% | +10+250.0% | Added |
| SRS Capital Advisors, Inc. | 21 | $537 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 25 | $639 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $639 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $843 | 0.00% | −57−63.3% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 34 | $869 | 0.00% | +34 | New |
| Cutler Group LP | 64 | $1.00K | 0.00% | −3,191−98.0% | Reduced |
| North Star Investment Management Corp. | 42 | $1.07K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $1.15K | 0.00% | −43−48.9% | Reduced |
| Private Trust Co NA | 90 | $2.30K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 92 | $2.35K | 0.00% | +5+5.7% | Added |
| Park Place Capital Corp | 95 | $2.43K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 110 | $2.81K | 0.00% | −25,590−99.6% | Reduced |
| Allworth Financial LP | 113 | $2.89K | 0.00% | −108−48.9% | Reduced |
| Russell Investments Group, Ltd. | 157 | $4.01K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 161 | $4.12K | 0.00% | +22+15.8% | Added |
| RFP Financial Group LLC | 170 | $4.34K | 0.00% | +170 | New |
| Beacon Capital Management, LLC | 200 | $5.11K | 0.00% | +200 | New |
| GWM Advisors LLC | 245 | $6.26K | 0.00% | +195+390.0% | Added |
| EverSource Wealth Advisors, LLC | 246 | $6.29K | 0.00% | −14−5.4% | Reduced |
| Glassman Wealth Services | 264 | $6.75K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 376 | $9.61K | 0.01% | +376 | New |
| Rational Advisors LLC | 408 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 561 | $14.3K | 0.00% | +109+24.1% | Added |
| Pinebridge Investments, L.P. | 607 | $15.5K | 0.00% | +607 | New |
| Whittier Trust Co | 630 | $16.1K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 721 | $18.4K | 0.00% | +12+1.7% | Added |
| Assetmark, Inc | 825 | $21.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 849 | $21.7K | 0.00% | +9+1.1% | Added |
| State of Wyoming | 936 | $23.9K | 0.01% | +535+133.4% | Added |
| CWM, LLC | 1,009 | $26.0K | 0.00% | −7−0.7% | Reduced |
| Global Retirement Partners, LLC | 1,081 | $27.6K | 0.00% | +200+22.7% | Added |
| Riverview Trust Co | 1,390 | $35.5K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,223 | $37.9K | 0.00% | +518+73.5% | Added |
| Leonteq Securities AG | 1,604 | $41.0K | 0.00% | −99−5.8% | Reduced |
| Lazard Asset Management LLC | 1,737 | $44.0K | 0.00% | −489−22.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,863 | $47.6K | 0.00% | −883−32.2% | Reduced |
| Headlands Technologies LLC | 2,214 | $56.6K | 0.02% | +2,214 | New |
| TFC Financial Management | 2,692 | $68.8K | 0.02% | +630+30.6% | Added |
| AdvisorNet Financial, Inc | 2,811 | $71.8K | 0.01% | +6+0.2% | Added |
| Nomura Asset Management Co Ltd | 2,965 | $75.8K | 0.00% | +2,965 | New |
| Nisa Investment Advisors, LLC | 4,040 | $103.3K | 0.00% | +643+18.9% | Added |
| Rockefeller Capital Management L.P. | 4,165 | $106.5K | 0.00% | +4,165 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 4,751 | $121.0K | 0.00% | +2,155+83.0% | Added |
| Robeco Institutional Asset Management B.V. | 5,704 | $145.8K | 0.00% | +5,704 | New |
| The PNC Financial Services Group, Inc. | 6,810 | $174.1K | 0.00% | +568+9.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7,906 | $196.0K | 0.10% | −211−2.6% | Reduced |
| Commerce Bank | 7,853 | $200.7K | 0.00% | +7,853 | New |
| D.A. Davidson & Co. | 8,250 | $210.9K | 0.00% | +8,250 | New |
| B. Metzler seel. Sohn & Co. AG | 8,300 | $212.1K | 0.00% | +8,300 | New |
| Virtu Financial LLC | 8,433 | $216.0K | 0.02% | +8,433 | New |
| Principal Street Partners, LLC | 8,640 | $220.8K | 0.05% | −612−6.6% | Reduced |
| American Trust | 9,167 | $234.3K | 0.02% | −1,249−12.0% | Reduced |
| J.W. Cole Advisors, Inc. | 9,300 | $237.7K | 0.02% | −1,050−10.1% | Reduced |
| Corton Capital Inc. | 9,329 | $238.4K | 0.11% | +9,329 | New |
| Sheets Smith Wealth Management | 9,343 | $238.8K | 0.03% | +9,343 | New |
| Metropolitan Life Insurance Co | 9,392 | $240.1K | 0.01% | +328+3.6% | Added |
| Stifel Financial Corp | 9,987 | $255.3K | 0.00% | +9,987 | New |
| Xponance, Inc. | 10,114 | $258.5K | 0.00% | +949+10.4% | Added |
| BIT Capital GmbH | 12,015 | $307.1K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 12,264 | $313.0K | 0.03% | +12,264 | New |
| ClariVest Asset Management LLC | 12,423 | $317.0K | 0.02% | −900−6.8% | Reduced |
| Banque Cantonale Vaudoise | 12,696 | $325.0K | 0.02% | −282−2.2% | Reduced |
| Allianz Asset Management GmbH | 13,000 | $332.3K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 13,427 | $343.2K | 0.00% | +2,167+19.2% | Added |
| Diversified Trust Co | 13,431 | $343.3K | 0.01% | +853+6.8% | Added |
| Vahanian & Associates Financial Planning Inc. | 13,447 | $343.7K | 1.09% | −12,650−48.5% | Reduced |
| US Bancorp | 13,691 | $349.9K | 0.00% | +10,887+388.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,725 | $350.8K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,741 | $351.0K | 0.00% | −2,611−16.0% | Reduced |
| Fox Run Management, L.L.C. | 14,149 | $361.6K | 0.10% | +14,149 | New |
| Ameritas Investment Partners, Inc. | 14,170 | $362.2K | 0.01% | +1,423+11.2% | Added |
| Federation des caisses Desjardins du Quebec | 14,315 | $365.9K | 0.00% | +14,315 | New |
| Cetera Advisor Networks LLC | 14,396 | $368.0K | 0.00% | +14,396 | New |
| Campbell & CO Investment Adviser LLC | 14,399 | $368.0K | 0.07% | +14,399 | New |
| Twinbeech Capital LP | 14,718 | $376.2K | 0.01% | +14,718 | New |
| Transatlantique Private Wealth LLC | 14,933 | $381.7K | 0.20% | +335+2.3% | Added |
| Duff & Phelps Investment Management Co | 15,056 | $384.8K | 0.00% | +3,536+30.7% | Added |
| O'Neil Global Advisors, Inc. | 15,291 | $391.0K | 0.08% | +15,291 | New |
| STRS Ohio | 15,400 | $393.0K | 0.00% | +4,100+36.3% | Added |
| Blair William & Co | 15,433 | $394.5K | 0.00% | +5,125+49.7% | Added |
| Natixis Advisors, L.P. | 15,558 | $398.0K | 0.00% | +1,619+11.6% | Added |
| XTX Topco Ltd | 15,584 | $398.3K | 0.07% | +5,262+51.0% | Added |
| Jump Financial, LLC | 15,685 | $400.9K | 0.01% | +15,685 | New |
| Prospera Financial Services Inc | 16,314 | $417.0K | 0.02% | −966−5.6% | Reduced |
| Hartline Investment Corp | 16,423 | $419.8K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 16,625 | $425.0K | 0.00% | −780−4.5% | Reduced |
| Walleye Trading LLC | 17,098 | $437.0K | 0.02% | +17,098 | New |
| LPL Financial LLC | 17,312 | $442.5K | 0.00% | +651+3.9% | Added |
| Advisors Asset Management, Inc. | 17,561 | $448.9K | 0.01% | −1,461−7.7% | Reduced |