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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 20,444 | $373.1K | 0.00% | +3,132+18.1% | Added |
| Cetera Advisor Networks LLC | 20,465 | $373.5K | 0.00% | +6,069+42.2% | Added |
| Virginia Retirement Systems Et Al | 20,500 | $374.1K | 0.00% | +20,500 | New |
| Congress Asset Management Co | 20,516 | $374.4K | 0.00% | +1,390+7.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 20,815 | $381.0K | 0.01% | −14,662−41.3% | Reduced |
| Algert Global LLC | 21,685 | $395.8K | 0.02% | −2,820−11.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,479 | $447.0K | 0.00% | +7,854+47.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 24,876 | $454.0K | 0.04% | +24,876 | New |
| Waratah Capital Advisors Ltd. | 24,968 | $455.7K | 0.02% | +24,968 | New |
| Harvest Portfolios Group Inc. | 26,290 | $479.8K | 0.02% | −2,818−9.7% | Reduced |
| Amalgamated Bank | 26,331 | $481.0K | 0.00% | +596+2.3% | Added |
| Pathstone Family Office, LLC | 26,840 | $489.8K | 0.00% | +3,537+15.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,158 | $495.6K | 0.00% | +1,121+4.3% | Added |
| Vident Advisory, LLC | 27,618 | $504.0K | 0.02% | +27,618 | New |
| Citigroup Inc | 28,699 | $523.8K | 0.00% | −57,641−66.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 29,700 | $542.0K | 0.00% | −600−2.0% | Reduced |
| ProShare Advisors LLC | 30,721 | $560.7K | 0.00% | −25−0.1% | Reduced |
| Cidel Asset Management Inc | 30,749 | $561.2K | 0.03% | +4,005+15.0% | Added |
| Boothbay Fund Management, LLC | 30,897 | $563.9K | 0.02% | −9,452−23.4% | Reduced |
| Values First Advisors, Inc. | 30,977 | $565.3K | 0.37% | +771+2.6% | Added |
| Nikko Asset Management Americas, Inc. | 31,374 | $571.9K | 0.01% | −9,462−23.2% | Reduced |
| Sandy Spring Bank | 33,097 | $604.0K | 0.03% | +3,825+13.1% | Added |
| Dynamic Technology Lab Private Ltd | 37,532 | $685.0K | 0.07% | +37,532 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,697 | $688.0K | 0.00% | +13,608+56.5% | Added |
| SG Americas Securities, LLC | 38,573 | $704.0K | 0.01% | +8,511+28.3% | Added |
| Engineers Gate Manager LP | 39,659 | $723.8K | 0.03% | +39,659 | New |
| Green Alpha Advisors, LLC | 40,144 | $732.6K | 0.56% | −2,297−5.4% | Reduced |
| Tealwood Asset Management Inc | 40,605 | $741.0K | 0.38% | −404−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 40,956 | $747.4K | 0.00% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 40,956 | $747.4K | 0.17% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 41,342 | $754.5K | 0.01% | +1,430+3.6% | Added |
| Janney Montgomery Scott LLC | 41,907 | $765.0K | 0.00% | +28,166+205.0% | Added |
| La Banque Postale Asset Management SA | 43,029 | $785.3K | 0.02% | −14,781−25.6% | Reduced |
| Jump Financial, LLC | 44,965 | $820.6K | 0.03% | +29,280+186.7% | Added |
| PEAK6 Investments LLC | 47,410 | $865.2K | 0.04% | −24,469−34.0% | Reduced |
| Arizona State Retirement System | 48,353 | $882.4K | 0.01% | +689+1.4% | Added |
| Kennedy Capital Management, Inc. | 48,698 | $888.7K | 0.02% | +48,698 | New |
| State Board of Administration of Florida Retirement System | 48,967 | $893.6K | 0.00% | +260+0.5% | Added |
| Gotham Asset Management, LLC | 50,066 | $913.7K | 0.02% | −103,035−67.3% | Reduced |
| Man Group plc | – | $938.7K | 0.00% | – | – |
| Ensign Peak Advisors, Inc | 51,600 | $941.7K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 52,800 | $963.6K | 0.05% | +52,800 | New |
| Westwood Holdings Group Inc. | 52,799 | $964.0K | 0.01% | −44,286−45.6% | Reduced |
| Sumitomo Life Insurance Co | 58,147 | $1.06M | 0.03% | −652−1.1% | Reduced |
| Formula Growth Ltd | 61,175 | $1.12M | 0.38% | +30,500+99.4% | Added |
| Hussman Strategic Advisors, Inc. | 63,000 | $1.15M | 0.22% | −30,600−32.7% | Reduced |
| Marshall Wace, LLP | 63,154 | $1.15M | 0.00% | +63,154 | New |
| Pinebridge Investments, L.P. | 64,010 | $1.17M | 0.01% | +63,403+10,445.3% | Added |
| Freemont Management S.A. | 65,700 | $1.20M | 0.19% | −11,100−14.5% | Reduced |
| Edgestream Partners, L.P. | 67,345 | $1.23M | 0.10% | −445−0.7% | Reduced |
| Aquila Investment Management LLC | 70,000 | $1.28M | 1.18% | +30,000+75.0% | Added |
| Leonteq Securities AG | 71,149 | $1.30M | 0.14% | +69,545+4,335.7% | Added |
| Walleye Trading LLC | 72,810 | $1.33M | 0.03% | +55,712+325.8% | Added |
| Capstone Investment Advisors, LLC | 73,763 | $1.35M | 0.04% | +73,763 | New |
| Polar Capital Holdings Plc | 75,000 | $1.37M | 0.01% | −409,000−84.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 75,853 | $1.38M | 0.01% | +14,759+24.2% | Added |
| Castleark Management LLC | 76,230 | $1.39M | 0.07% | −75,910−49.9% | Reduced |
| Pearl River Capital, LLC | 76,762 | $1.40M | 0.22% | +24,255+46.2% | Added |
| Asset Management One Co.,Ltd. | 78,075 | $1.42M | 0.01% | +78,075 | New |
| Mackenzie Financial Corp | 87,620 | $1.44M | 0.00% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 80,059 | $1.46M | 0.24% | −19,761−19.8% | Reduced |
| Envestnet Asset Management Inc | 80,927 | $1.48M | 0.00% | +34,388+73.9% | Added |
| Navellier & Associates Inc | 80,998 | $1.48M | 0.25% | +12,363+18.0% | Added |
| Panagora Asset Management Inc | 85,340 | $1.56M | 0.01% | −250,000−74.6% | Reduced |
| American International Group, Inc. | 85,635 | $1.56M | 0.01% | +3,045+3.7% | Added |
| Renaissance Capital LLC | 85,896 | $1.57M | 0.83% | +18,905+28.2% | Added |
| Holocene Advisors, LP | 86,560 | $1.58M | 0.01% | +86,560 | New |
| MetLife Investment Management | 90,632 | $1.65M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 92,084 | $1.68M | 0.00% | +23,835+34.9% | Added |
| Renaissance Group LLC | 92,788 | $1.69M | 0.08% | +92,788 | New |
| Gilder Gagnon Howe & Co LLC | 92,805 | $1.69M | 0.03% | −1,120−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 93,235 | $1.70M | 0.00% | +36,567+64.5% | Added |
| Viking Fund Management LLC | 94,000 | $1.72M | 0.35% | +40,000+74.1% | Added |
| CoreCommodity Management, LLC | 97,218 | $1.77M | 0.59% | +50,278+107.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 98,455 | $1.80M | 0.00% | −202,288−67.3% | Reduced |
| Shelton Capital Management | 100,250 | $1.83M | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 102,457 | $1.87M | 0.00% | +13,236+14.8% | Added |
| Graham Capital Management, L.P. | 102,568 | $1.87M | 0.06% | −244,822−70.5% | Reduced |
| Moody Aldrich Partners LLC | 102,884 | $1.88M | 0.36% | +3,770+3.8% | Added |
| Standard Life Aberdeen plc | 104,773 | $1.91M | 0.00% | −388,721−78.8% | Reduced |
| Clear Sky Advisers, LLC | 107,225 | $1.96M | 1.02% | −67,775−38.7% | Reduced |
| AQR Capital Management LLC | 116,051 | $2.12M | 0.00% | +55,767+92.5% | Added |
| Royce & Associates LP | 118,000 | $2.15M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 121,353 | $2.21M | 0.00% | +23,969+24.6% | Added |
| Walleye Capital LLC | 124,082 | $2.26M | 0.03% | +124,082 | New |
| State of New Jersey Common Pension Fund D | 126,181 | $2.30M | 0.01% | +17,921+16.6% | Added |
| Royal Bank of Canada | 128,438 | $2.34M | 0.00% | +44,262+52.6% | Added |
| Stansberry Asset Management, LLC | 130,387 | $2.38M | 0.42% | +17,462+15.5% | Added |
| Wells Fargo & Company | 130,456 | $2.38M | 0.00% | −33,718−20.5% | Reduced |
| Sycomore Asset Management | 120,271 | $2.41M | 0.62% | −27,219−18.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 133,073 | $2.43M | 0.05% | +11,050+9.1% | Added |
| Carnegie Capital Asset Management, LLC | 134,000 | $2.45M | 0.09% | −52,440−28.1% | Reduced |
| Essex Investment Management Co LLC | 137,991 | $2.52M | 0.41% | −3,037−2.2% | Reduced |
| Trexquant Investment LP | 138,324 | $2.52M | 0.06% | +138,324 | New |
| Bank of Montreal | 121,311 | $2.64M | 0.00% | +3,169+2.7% | Added |
| State of Wisconsin Investment Board | 145,497 | $2.66M | 0.01% | +55,814+62.2% | Added |
| Mirova | 146,649 | $2.68M | 0.54% | +48,622+49.6% | Added |
| Moore Capital Management, LP | 147,006 | $2.68M | 0.07% | −2,250,306−93.9% | Reduced |
| Alberta Investment Management Corp | 152,202 | $2.78M | 0.03% | +25,365+20.0% | Added |
| Squarepoint Ops LLC | 162,194 | $2.96M | 0.01% | +162,194 | New |