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 |
|---|---|---|---|---|---|
| O'Neil Global Advisors, Inc. | 15,291 | $391.0K | 0.08% | +15,291 | New |
| Duff & Phelps Investment Management Co | 15,056 | $384.8K | 0.00% | +3,536+30.7% | Added |
| Transatlantique Private Wealth LLC | 14,933 | $381.7K | 0.20% | +335+2.3% | Added |
| Twinbeech Capital LP | 14,718 | $376.2K | 0.01% | +14,718 | New |
| Campbell & CO Investment Adviser LLC | 14,399 | $368.0K | 0.07% | +14,399 | New |
| Cetera Advisor Networks LLC | 14,396 | $368.0K | 0.00% | +14,396 | New |
| Federation des caisses Desjardins du Quebec | 14,315 | $365.9K | 0.00% | +14,315 | New |
| Ameritas Investment Partners, Inc. | 14,170 | $362.2K | 0.01% | +1,423+11.2% | Added |
| Fox Run Management, L.L.C. | 14,149 | $361.6K | 0.10% | +14,149 | New |
| Janney Montgomery Scott LLC | 13,741 | $351.0K | 0.00% | −2,611−16.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,725 | $350.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 13,691 | $349.9K | 0.00% | +10,887+388.3% | Added |
| Vahanian & Associates Financial Planning Inc. | 13,447 | $343.7K | 1.09% | −12,650−48.5% | Reduced |
| Diversified Trust Co | 13,431 | $343.3K | 0.01% | +853+6.8% | Added |
| Assenagon Asset Management S.A. | 13,427 | $343.2K | 0.00% | +2,167+19.2% | Added |
| Allianz Asset Management GmbH | 13,000 | $332.3K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 12,696 | $325.0K | 0.02% | −282−2.2% | Reduced |
| ClariVest Asset Management LLC | 12,423 | $317.0K | 0.02% | −900−6.8% | Reduced |
| Arete Wealth Advisors, LLC | 12,264 | $313.0K | 0.03% | +12,264 | New |
| BIT Capital GmbH | 12,015 | $307.1K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 10,114 | $258.5K | 0.00% | +949+10.4% | Added |
| Stifel Financial Corp | 9,987 | $255.3K | 0.00% | +9,987 | New |
| Metropolitan Life Insurance Co | 9,392 | $240.1K | 0.01% | +328+3.6% | Added |
| Sheets Smith Wealth Management | 9,343 | $238.8K | 0.03% | +9,343 | New |
| Corton Capital Inc. | 9,329 | $238.4K | 0.11% | +9,329 | New |
| J.W. Cole Advisors, Inc. | 9,300 | $237.7K | 0.02% | −1,050−10.1% | Reduced |
| American Trust | 9,167 | $234.3K | 0.02% | −1,249−12.0% | Reduced |
| Principal Street Partners, LLC | 8,640 | $220.8K | 0.05% | −612−6.6% | Reduced |
| Virtu Financial LLC | 8,433 | $216.0K | 0.02% | +8,433 | New |
| B. Metzler seel. Sohn & Co. AG | 8,300 | $212.1K | 0.00% | +8,300 | New |
| D.A. Davidson & Co. | 8,250 | $210.9K | 0.00% | +8,250 | New |
| Commerce Bank | 7,853 | $200.7K | 0.00% | +7,853 | New |
| Psagot Value Holdings Ltd. / (Israel) | 7,906 | $196.0K | 0.10% | −211−2.6% | Reduced |
| The PNC Financial Services Group, Inc. | 6,810 | $174.1K | 0.00% | +568+9.1% | Added |
| Robeco Institutional Asset Management B.V. | 5,704 | $145.8K | 0.00% | +5,704 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 4,751 | $121.0K | 0.00% | +2,155+83.0% | Added |
| Rockefeller Capital Management L.P. | 4,165 | $106.5K | 0.00% | +4,165 | New |
| Nisa Investment Advisors, LLC | 4,040 | $103.3K | 0.00% | +643+18.9% | Added |
| Nomura Asset Management Co Ltd | 2,965 | $75.8K | 0.00% | +2,965 | New |
| AdvisorNet Financial, Inc | 2,811 | $71.8K | 0.01% | +6+0.2% | Added |
| TFC Financial Management | 2,692 | $68.8K | 0.02% | +630+30.6% | Added |
| Headlands Technologies LLC | 2,214 | $56.6K | 0.02% | +2,214 | New |
| Tower Research Capital LLC (TRC) | 1,863 | $47.6K | 0.00% | −883−32.2% | Reduced |
| Lazard Asset Management LLC | 1,737 | $44.0K | 0.00% | −489−22.0% | Reduced |
| Leonteq Securities AG | 1,604 | $41.0K | 0.00% | −99−5.8% | Reduced |
| IFP Advisors, Inc | 1,223 | $37.9K | 0.00% | +518+73.5% | Added |
| Riverview Trust Co | 1,390 | $35.5K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,081 | $27.6K | 0.00% | +200+22.7% | Added |
| CWM, LLC | 1,009 | $26.0K | 0.00% | −7−0.7% | Reduced |
| State of Wyoming | 936 | $23.9K | 0.01% | +535+133.4% | Added |
| Quadrant Capital Group LLC | 849 | $21.7K | 0.00% | +9+1.1% | Added |
| Assetmark, Inc | 825 | $21.1K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 721 | $18.4K | 0.00% | +12+1.7% | Added |
| Whittier Trust Co | 630 | $16.1K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 607 | $15.5K | 0.00% | +607 | New |
| First Horizon Advisors, Inc. | 561 | $14.3K | 0.00% | +109+24.1% | Added |
| Rational Advisors LLC | 408 | $10.4K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 376 | $9.61K | 0.01% | +376 | New |
| Glassman Wealth Services | 264 | $6.75K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 246 | $6.29K | 0.00% | −14−5.4% | Reduced |
| GWM Advisors LLC | 245 | $6.26K | 0.00% | +195+390.0% | Added |
| Beacon Capital Management, LLC | 200 | $5.11K | 0.00% | +200 | New |
| RFP Financial Group LLC | 170 | $4.34K | 0.00% | +170 | New |
| Bell Investment Advisors, Inc | 161 | $4.12K | 0.00% | +22+15.8% | Added |
| Russell Investments Group, Ltd. | 157 | $4.01K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 113 | $2.89K | 0.00% | −108−48.9% | Reduced |
| Hillsdale Investment Management Inc. | 110 | $2.81K | 0.00% | −25,590−99.6% | Reduced |
| Harbour Investments, Inc. | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 95 | $2.43K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 92 | $2.35K | 0.00% | +5+5.7% | Added |
| Private Trust Co NA | 90 | $2.30K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $1.15K | 0.00% | −43−48.9% | Reduced |
| North Star Investment Management Corp. | 42 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 64 | $1.00K | 0.00% | −3,191−98.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 34 | $869 | 0.00% | +34 | New |
| Lindbrook Capital, LLC | 33 | $843 | 0.00% | −57−63.3% | Reduced |
| Parallel Advisors, LLC | 25 | $639 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $639 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $537 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $358 | 0.00% | +10+250.0% | Added |
| Fifth Third Bancorp | 10 | $256 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $231 | 0.00% | +8+800.0% | Added |
| Disciplined Investments, LLC | 7 | $179 | 0.00% | +3+75.0% | Added |
| Sofos Investments, Inc. | 26 | $55 | 0.00% | +26 | New |
| Comerica Bank | 261 | $3 | 0.00% | +261 | New |
| 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 |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −818,790−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −602,234−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −392,157−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −363,231−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −340,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −278,466−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −233,056−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −147,310−100.0% | Sold out |