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 |
| Blair William & Co | 19,724 | $360.0K | 0.00% | +4,291+27.8% | Added |
| Duff & Phelps Investment Management Co | 19,503 | $355.9K | 0.00% | +4,447+29.5% | Added |
| Aquatic Capital Management LLC | 19,400 | $354.0K | 0.01% | +19,400 | New |
| Magnetar Financial LLC | 18,780 | $342.7K | 0.01% | +18,780 | New |
| Advisors Asset Management, Inc. | 18,490 | $337.4K | 0.01% | +929+5.3% | Added |
| Congress Wealth Management LLC | 18,181 | $331.8K | 0.01% | −405−2.2% | Reduced |
| Principal Financial Group Inc | 17,941 | $327.4K | 0.00% | −2,312−11.4% | Reduced |
| Public Employees Retirement Association of Colorado | 17,912 | $327.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 17,744 | $323.8K | 0.00% | −54,048−75.3% | Reduced |
| Virtu Financial LLC | 17,381 | $317.0K | 0.03% | +8,948+106.1% | Added |
| Fox Run Management, L.L.C. | 17,295 | $315.6K | 0.09% | +3,146+22.2% | Added |
| Assenagon Asset Management S.A. | 17,169 | $313.3K | 0.00% | +3,742+27.9% | Added |
| Ameritas Investment Partners, Inc. | 17,048 | $311.1K | 0.01% | +2,878+20.3% | Added |
| Los Angeles Capital Management LLC | 16,941 | $309.2K | 0.00% | −19,301−53.3% | Reduced |
| Prospera Financial Services Inc | 16,263 | $296.8K | 0.01% | −51−0.3% | Reduced |
| Commerce Bank | 15,993 | $291.9K | 0.00% | +8,140+103.7% | Added |
| US Bancorp | 15,710 | $286.7K | 0.00% | +2,019+14.7% | Added |
| Natixis Advisors, L.P. | 15,368 | $280.0K | 0.00% | −190−1.2% | Reduced |
| Transatlantique Private Wealth LLC | 14,879 | $271.5K | 0.15% | −54−0.4% | Reduced |
| Hartline Investment Corp | 14,793 | $270.0K | 0.05% | −1,630−9.9% | Reduced |
| Cipher Capital LP | 14,756 | $269.3K | 0.19% | +14,756 | New |
| Federation des caisses Desjardins du Quebec | 14,015 | $255.8K | 0.00% | −300−2.1% | Reduced |
| STRS Ohio | 13,800 | $251.0K | 0.00% | −1,600−10.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,725 | $250.5K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 13,603 | $248.3K | 0.01% | +172+1.3% | Added |
| Teacher Retirement System of Texas | 13,121 | $239.0K | 0.00% | −9,407−41.8% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 13,047 | $238.1K | 0.76% | −400−3.0% | Reduced |
| Allianz Asset Management GmbH | 13,000 | $237.3K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 12,792 | $233.0K | 0.01% | +96+0.8% | Added |
| Wolverine Trading, LLC | 12,718 | $232.1K | 0.00% | +12,718 | New |
| Arete Wealth Advisors, LLC | 12,264 | $223.8K | 0.04% | 00.0% | Unchanged |
| American Trust | 11,930 | $217.7K | 0.02% | +2,763+30.1% | Added |
| Glenmede Trust Co NA | 11,296 | $206.2K | 0.00% | +11,296 | New |
| Dakota Wealth Management | 10,284 | $187.7K | 0.01% | +10,284 | New |
| Xponance, Inc. | 10,265 | $187.3K | 0.00% | +151+1.5% | Added |
| The PNC Financial Services Group, Inc. | 10,204 | $186.2K | 0.00% | +3,394+49.8% | Added |
| Metropolitan Life Insurance Co | 9,905 | $180.8K | 0.01% | +513+5.5% | Added |
| Group One Trading, L.P. | 9,157 | $167.1K | 0.01% | +9,157 | New |
| Psagot Value Holdings Ltd. / (Israel) | 7,674 | $145.0K | 0.07% | −232−2.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,038 | $110.0K | 0.00% | +1,287+27.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,961 | $108.8K | 0.06% | +5,961 | New |
| Robeco Institutional Asset Management B.V. | 5,704 | $104.1K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 5,580 | $102.0K | 0.00% | +5,580 | New |
| Trium Capital LLP | 5,101 | $93.0K | 0.00% | +5,101 | New |
| Sandia Investment Management LP | 5,000 | $91.3K | 0.02% | +5,000 | New |
| Cutler Group LP | 4,962 | $90.0K | 0.01% | +4,898+7,653.1% | Added |
| Headlands Technologies LLC | 4,459 | $81.4K | 0.04% | +2,245+101.4% | Added |
| Qube Research & Technologies Ltd | 4,159 | $75.9K | 0.00% | +4,159 | New |
| Nisa Investment Advisors, LLC | 4,055 | $74.0K | 0.00% | +15+0.4% | Added |
| Cubist Systematic Strategies, LLC | 4,026 | $73.5K | 0.00% | −50,847−92.7% | Reduced |
| Comerica Bank | 3,805 | $69.4K | 0.00% | +3,544+1,357.9% | Added |
| TFC Financial Management | 2,809 | $51.3K | 0.01% | +117+4.3% | Added |
| Lazard Asset Management LLC | 2,764 | $50.0K | 0.00% | +1,027+59.1% | Added |
| Exchange Traded Concepts, LLC | 2,651 | $48.4K | 0.00% | +2,651 | New |
| Nomura Asset Management Co Ltd | 2,576 | $47.0K | 0.00% | −389−13.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,190 | $40.0K | 0.00% | +327+17.6% | Added |
| State of Wyoming | 1,747 | $31.9K | 0.01% | +811+86.6% | Added |
| Assetmark, Inc | 1,590 | $29.0K | 0.00% | +765+92.7% | Added |
| Proequities, Inc. | 1,529 | $27.9K | 0.00% | +1,529 | New |
| Riverview Trust Co | 1,390 | $25.4K | 0.02% | 00.0% | Unchanged |
| BIT Capital GmbH | 1,215 | $22.2K | 0.00% | −10,800−89.9% | Reduced |
| AdvisorNet Financial, Inc | 1,155 | $21.1K | 0.00% | −1,656−58.9% | Reduced |
| CWM, LLC | 1,099 | $20.0K | 0.00% | +90+8.9% | Added |
| Orion Capital Management LLC | 1,000 | $18.3K | 0.01% | +1,000 | New |
| First Horizon Advisors, Inc. | 921 | $16.8K | 0.00% | +360+64.2% | Added |
| Global Retirement Partners, LLC | 981 | $16.3K | 0.00% | −100−9.3% | Reduced |
| Huntington National Bank | 870 | $15.9K | 0.00% | +870 | New |
| Desjardins Global Asset Management Inc. | 721 | $13.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 630 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 408 | $10.4K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 567 | $10.3K | 0.00% | +567 | New |
| Catalyst Capital Advisors LLC | 567 | $10.3K | 0.00% | +567 | New |
| Toth Financial Advisory Corp | 500 | $9.13K | 0.00% | +500 | New |
| IFP Advisors, Inc | 488 | $8.90K | 0.00% | −735−60.1% | Reduced |
| EverSource Wealth Advisors, LLC | 376 | $6.86K | 0.00% | +130+52.8% | Added |
| Beacon Capital Management, LLC | 200 | $5.11K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 226 | $4.13K | 0.00% | +134+145.7% | Added |
| Park Place Capital Corp | 195 | $3.56K | 0.00% | +100+105.3% | Added |
| Private Trust Co NA | 185 | $3.38K | 0.00% | +95+105.6% | Added |
| RFP Financial Group LLC | 170 | $3.10K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 157 | $2.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 155 | $2.83K | 0.00% | −6−3.7% | Reduced |
| Allworth Financial LP | 119 | $2.17K | 0.00% | +6+5.3% | Added |
| ClariVest Asset Management LLC | 96 | $2.00K | 0.00% | −12,327−99.2% | Reduced |
| Harbour Investments, Inc. | 100 | $1.82K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 100 | $1.70K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 80 | $1.46K | 0.00% | +47+142.4% | Added |
| Glassman Wealth Services | 62 | $1.13K | 0.00% | −202−76.5% | Reduced |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | +30 | New |
| Geneos Wealth Management Inc. | 50 | $913 | 0.00% | −50−50.0% | Reduced |
| Parkside Financial Bank & Trust | 45 | $822 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $767 | 0.00% | +21+100.0% | Added |
| North Star Investment Management Corp. | 42 | $766 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 37 | $676 | 0.00% | −812−95.6% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 34 | $621 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $548 | 0.00% | +5+20.0% | Added |
| Parallel Advisors, LLC | 25 | $456 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10 | $183 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |