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, Q3 2023
Institutional positions in Shoals Technologies Group, Inc. as of Sep 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
- 301
- +13 vs. Q2 2023
- Shares held
- 187.3M
- +10.9M (+6.2%) vs. Q2 2023
- Total value
- $3.42B
- −$1.07B (−23.8%) vs. Q2 2023
- New holders
- 47
- 133 more added
- Sold out
- 34
- 86 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Shoals Technologies Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | −1−10.0% | Reduced |
| Fifth Third Bancorp | 10 | $183 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 25 | $456 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $548 | 0.00% | +5+20.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 34 | $621 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 37 | $676 | 0.00% | −812−95.6% | Reduced |
| North Star Investment Management Corp. | 42 | $766 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $767 | 0.00% | +21+100.0% | Added |
| Parkside Financial Bank & Trust | 45 | $822 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $913 | 0.00% | −50−50.0% | Reduced |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +30 | New |
| Glassman Wealth Services | 62 | $1.13K | 0.00% | −202−76.5% | Reduced |
| Lindbrook Capital, LLC | 80 | $1.46K | 0.00% | +47+142.4% | Added |
| National Bank of Canada | 100 | $1.70K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 100 | $1.82K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 96 | $2.00K | 0.00% | −12,327−99.2% | Reduced |
| Allworth Financial LP | 119 | $2.17K | 0.00% | +6+5.3% | Added |
| Bell Investment Advisors, Inc | 155 | $2.83K | 0.00% | −6−3.7% | Reduced |
| Russell Investments Group, Ltd. | 157 | $2.87K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 170 | $3.10K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 185 | $3.38K | 0.00% | +95+105.6% | Added |
| Park Place Capital Corp | 195 | $3.56K | 0.00% | +100+105.3% | Added |
| Signaturefd, LLC | 226 | $4.13K | 0.00% | +134+145.7% | Added |
| Beacon Capital Management, LLC | 200 | $5.11K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 376 | $6.86K | 0.00% | +130+52.8% | Added |
| IFP Advisors, Inc | 488 | $8.90K | 0.00% | −735−60.1% | Reduced |
| Toth Financial Advisory Corp | 500 | $9.13K | 0.00% | +500 | New |
| Millburn Ridgefield Corp | 567 | $10.3K | 0.00% | +567 | New |
| Catalyst Capital Advisors LLC | 567 | $10.3K | 0.00% | +567 | New |
| Rational Advisors LLC | 408 | $10.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 630 | $11.5K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 721 | $13.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 870 | $15.9K | 0.00% | +870 | New |
| Global Retirement Partners, LLC | 981 | $16.3K | 0.00% | −100−9.3% | Reduced |
| First Horizon Advisors, Inc. | 921 | $16.8K | 0.00% | +360+64.2% | Added |
| Orion Capital Management LLC | 1,000 | $18.3K | 0.01% | +1,000 | New |
| CWM, LLC | 1,099 | $20.0K | 0.00% | +90+8.9% | Added |
| AdvisorNet Financial, Inc | 1,155 | $21.1K | 0.00% | −1,656−58.9% | Reduced |
| BIT Capital GmbH | 1,215 | $22.2K | 0.00% | −10,800−89.9% | Reduced |
| Riverview Trust Co | 1,390 | $25.4K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,529 | $27.9K | 0.00% | +1,529 | New |
| Assetmark, Inc | 1,590 | $29.0K | 0.00% | +765+92.7% | Added |
| State of Wyoming | 1,747 | $31.9K | 0.01% | +811+86.6% | Added |
| Tower Research Capital LLC (TRC) | 2,190 | $40.0K | 0.00% | +327+17.6% | Added |
| Nomura Asset Management Co Ltd | 2,576 | $47.0K | 0.00% | −389−13.1% | Reduced |
| Exchange Traded Concepts, LLC | 2,651 | $48.4K | 0.00% | +2,651 | New |
| Lazard Asset Management LLC | 2,764 | $50.0K | 0.00% | +1,027+59.1% | Added |
| TFC Financial Management | 2,809 | $51.3K | 0.01% | +117+4.3% | Added |
| Comerica Bank | 3,805 | $69.4K | 0.00% | +3,544+1,357.9% | Added |
| Cubist Systematic Strategies, LLC | 4,026 | $73.5K | 0.00% | −50,847−92.7% | Reduced |
| Nisa Investment Advisors, LLC | 4,055 | $74.0K | 0.00% | +15+0.4% | Added |
| Qube Research & Technologies Ltd | 4,159 | $75.9K | 0.00% | +4,159 | New |
| Headlands Technologies LLC | 4,459 | $81.4K | 0.04% | +2,245+101.4% | Added |
| Cutler Group LP | 4,962 | $90.0K | 0.01% | +4,898+7,653.1% | Added |
| Sandia Investment Management LP | 5,000 | $91.3K | 0.02% | +5,000 | New |
| Trium Capital LLP | 5,101 | $93.0K | 0.00% | +5,101 | New |
| iA Global Asset Management Inc. | 5,580 | $102.0K | 0.00% | +5,580 | New |
| Robeco Institutional Asset Management B.V. | 5,704 | $104.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5,961 | $108.8K | 0.06% | +5,961 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 6,038 | $110.0K | 0.00% | +1,287+27.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7,674 | $145.0K | 0.07% | −232−2.9% | Reduced |
| Group One Trading, L.P. | 9,157 | $167.1K | 0.01% | +9,157 | New |
| Metropolitan Life Insurance Co | 9,905 | $180.8K | 0.01% | +513+5.5% | Added |
| The PNC Financial Services Group, Inc. | 10,204 | $186.2K | 0.00% | +3,394+49.8% | Added |
| Xponance, Inc. | 10,265 | $187.3K | 0.00% | +151+1.5% | Added |
| Dakota Wealth Management | 10,284 | $187.7K | 0.01% | +10,284 | New |
| Glenmede Trust Co NA | 11,296 | $206.2K | 0.00% | +11,296 | New |
| American Trust | 11,930 | $217.7K | 0.02% | +2,763+30.1% | Added |
| Arete Wealth Advisors, LLC | 12,264 | $223.8K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,718 | $232.1K | 0.00% | +12,718 | New |
| Banque Cantonale Vaudoise | 12,792 | $233.0K | 0.01% | +96+0.8% | Added |
| Allianz Asset Management GmbH | 13,000 | $237.3K | 0.00% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 13,047 | $238.1K | 0.76% | −400−3.0% | Reduced |
| Teacher Retirement System of Texas | 13,121 | $239.0K | 0.00% | −9,407−41.8% | Reduced |
| Diversified Trust Co | 13,603 | $248.3K | 0.01% | +172+1.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,725 | $250.5K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 13,800 | $251.0K | 0.00% | −1,600−10.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,015 | $255.8K | 0.00% | −300−2.1% | Reduced |
| Cipher Capital LP | 14,756 | $269.3K | 0.19% | +14,756 | New |
| Hartline Investment Corp | 14,793 | $270.0K | 0.05% | −1,630−9.9% | Reduced |
| Transatlantique Private Wealth LLC | 14,879 | $271.5K | 0.15% | −54−0.4% | Reduced |
| Natixis Advisors, L.P. | 15,368 | $280.0K | 0.00% | −190−1.2% | Reduced |
| US Bancorp | 15,710 | $286.7K | 0.00% | +2,019+14.7% | Added |
| Commerce Bank | 15,993 | $291.9K | 0.00% | +8,140+103.7% | Added |
| Prospera Financial Services Inc | 16,263 | $296.8K | 0.01% | −51−0.3% | Reduced |
| Los Angeles Capital Management LLC | 16,941 | $309.2K | 0.00% | −19,301−53.3% | Reduced |
| Ameritas Investment Partners, Inc. | 17,048 | $311.1K | 0.01% | +2,878+20.3% | Added |
| Assenagon Asset Management S.A. | 17,169 | $313.3K | 0.00% | +3,742+27.9% | Added |
| Fox Run Management, L.L.C. | 17,295 | $315.6K | 0.09% | +3,146+22.2% | Added |
| Virtu Financial LLC | 17,381 | $317.0K | 0.03% | +8,948+106.1% | Added |
| Prudential Financial Inc | 17,744 | $323.8K | 0.00% | −54,048−75.3% | Reduced |
| Public Employees Retirement Association of Colorado | 17,912 | $327.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 17,941 | $327.4K | 0.00% | −2,312−11.4% | Reduced |
| Congress Wealth Management LLC | 18,181 | $331.8K | 0.01% | −405−2.2% | Reduced |
| Advisors Asset Management, Inc. | 18,490 | $337.4K | 0.01% | +929+5.3% | Added |
| Magnetar Financial LLC | 18,780 | $342.7K | 0.01% | +18,780 | New |
| Aquatic Capital Management LLC | 19,400 | $354.0K | 0.01% | +19,400 | New |
| Duff & Phelps Investment Management Co | 19,503 | $355.9K | 0.00% | +4,447+29.5% | Added |
| Blair William & Co | 19,724 | $360.0K | 0.00% | +4,291+27.8% | Added |