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, Q4 2023
Institutional positions in Shoals Technologies Group, Inc. as of Dec 31, 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
- 290
- −8 vs. Q3 2023
- Shares held
- 196.4M
- +9.18M (+4.9%) vs. Q3 2023
- Total value
- $3.05B
- −$366.7M (−10.7%) vs. Q3 2023
- New holders
- 49
- 125 more added
- Sold out
- 57
- 90 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Shoals Technologies Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 4 | $62 | 0.00% | +4 | New |
| Fifth Third Bancorp | 10 | $155 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 33 | $513 | 0.00% | +33 | New |
| Sanctuary Wealth Management, L.L.C. | 34 | $528 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $575 | 0.00% | −118−76.1% | Reduced |
| Fortitude Family Office, LLC | 41 | $637 | 0.00% | +41 | New |
| North Star Investment Management Corp. | 42 | $653 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 42 | $653 | 0.00% | +42 | New |
| SRS Capital Advisors, Inc. | 48 | $746 | 0.00% | +6+14.3% | Added |
| Geneos Wealth Management Inc. | 50 | $777 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 55 | $855 | 0.00% | −321−85.4% | Reduced |
| Quadrant Capital Group LLC | 61 | $948 | 0.00% | +24+64.9% | Added |
| Ronald Blue Trust, Inc. | 31 | $1.00K | 0.00% | +31 | New |
| Farther Finance Advisors, LLC | 87 | $1.35K | 0.00% | +57+190.0% | Added |
| ClariVest Asset Management LLC | 96 | $1.49K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 100 | $1.52K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $1.55K | 0.00% | +100 | New |
| Allworth Financial LP | 113 | $1.76K | 0.00% | −6−5.0% | Reduced |
| Crewe Advisors LLC | 148 | $2.30K | 0.00% | +148 | New |
| RFP Financial Group LLC | 170 | $2.64K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $3.11K | 0.00% | +200 | New |
| Beacon Capital Management, LLC | 200 | $3.65K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 279 | $4.34K | 0.00% | +279 | New |
| Whittier Trust Co | 332 | $5.16K | 0.00% | −298−47.3% | Reduced |
| GAMMA Investing LLC | 397 | $5.23K | 0.00% | +397 | New |
| Lindbrook Capital, LLC | 392 | $6.09K | 0.00% | +312+390.0% | Added |
| Toth Financial Advisory Corp | 500 | $7.77K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 518 | $8.05K | 0.00% | +30+6.1% | Added |
| Global Retirement Partners, LLC | 684 | $9.01K | 0.00% | −297−30.3% | Reduced |
| Millburn Ridgefield Corp | 632 | $9.82K | 0.00% | +65+11.5% | Added |
| Catalyst Capital Advisors LLC | 632 | $9.82K | 0.00% | +65+11.5% | Added |
| First Horizon Advisors, Inc. | 650 | $10.1K | 0.00% | −271−29.4% | Reduced |
| Desjardins Global Asset Management Inc. | 746 | $11.6K | 0.00% | +25+3.5% | Added |
| Parallel Advisors, LLC | 753 | $11.7K | 0.00% | +728+2,912.0% | Added |
| EntryPoint Capital, LLC | 799 | $12.4K | 0.01% | +799 | New |
| Orion Capital Management LLC | 1,000 | $15.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,092 | $17.0K | 0.00% | −14,618−93.0% | Reduced |
| AdvisorNet Financial, Inc | 1,155 | $17.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,131 | $18.0K | 0.00% | +32+2.9% | Added |
| Huntington National Bank | 1,185 | $18.4K | 0.00% | +315+36.2% | Added |
| Cutler Group LP | 1,255 | $19.0K | 0.00% | −3,707−74.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,500 | $23.3K | 0.01% | +1,500 | New |
| Proequities, Inc. | 1,595 | $24.8K | 0.00% | +66+4.3% | Added |
| Smartleaf Asset Management LLC | 1,582 | $25.0K | 0.01% | +1,582 | New |
| Nisa Investment Advisors, LLC | 1,630 | $25.3K | 0.00% | −2,425−59.8% | Reduced |
| Assetmark, Inc | 1,905 | $29.6K | 0.00% | +315+19.8% | Added |
| Antipodes Partners Ltd | 2,155 | $33.0K | 0.00% | +2,155 | New |
| Castleark Management LLC | 2,140 | $33.3K | 0.00% | −74,090−97.2% | Reduced |
| Nomura Asset Management Co Ltd | 2,418 | $37.6K | 0.00% | −158−6.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,419 | $38.0K | 0.02% | −5,255−68.5% | Reduced |
| Exchange Traded Concepts, LLC | 2,619 | $40.7K | 0.00% | −32−1.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,836 | $44.1K | 0.00% | −2,868−50.3% | Reduced |
| Comerica Bank | 3,052 | $47.4K | 0.00% | −753−19.8% | Reduced |
| State of Wyoming | 3,061 | $47.6K | 0.01% | +1,314+75.2% | Added |
| Mirova | 5,372 | $83.5K | 0.02% | −141,277−96.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,038 | $94.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 8,826 | $137.2K | 0.00% | −331−3.6% | Reduced |
| Metropolitan Life Insurance Co | 9,905 | $153.9K | 0.01% | 00.0% | Unchanged |
| American Trust | 10,233 | $159.0K | 0.01% | −1,697−14.2% | Reduced |
| Xponance, Inc. | 10,399 | $161.6K | 0.00% | +134+1.3% | Added |
| Keebeck Alpha, LP | 10,745 | $167.0K | 0.13% | +10,745 | New |
| DekaBank Deutsche Girozentrale | 10,800 | $171.0K | 0.00% | −1,251,900−99.1% | Reduced |
| The PNC Financial Services Group, Inc. | 11,633 | $180.8K | 0.00% | +1,429+14.0% | Added |
| PEAK6 Investments LLC | 11,975 | $186.1K | 0.01% | −35,435−74.7% | Reduced |
| Banque Cantonale Vaudoise | 12,135 | $189.0K | 0.01% | −657−5.1% | Reduced |
| Captrust Financial Advisors | 12,527 | $194.7K | 0.00% | +12,527 | New |
| Virtu Financial LLC | 12,545 | $195.0K | 0.02% | −4,836−27.8% | Reduced |
| Prospera Financial Services Inc | 12,891 | $200.3K | 0.01% | −3,372−20.7% | Reduced |
| Hartline Investment Corp | 13,323 | $207.0K | 0.03% | −1,470−9.9% | Reduced |
| Point72 Hong Kong Ltd | 13,670 | $212.4K | 0.01% | +13,670 | New |
| Federation des caisses Desjardins du Quebec | 14,115 | $219.3K | 0.00% | +100+0.7% | Added |
| GTS Securities LLC | 14,164 | $220.1K | 0.00% | +14,164 | New |
| Navellier & Associates Inc | 14,432 | $224.3K | 0.03% | −66,566−82.2% | Reduced |
| HSBC Holdings PLC | 14,723 | $228.7K | 0.00% | +14,723 | New |
| Quest Partners LLC | 15,056 | $234.0K | 0.05% | +15,056 | New |
| Transatlantique Private Wealth LLC | 15,107 | $234.8K | 0.11% | +228+1.5% | Added |
| Natixis Advisors, L.P. | 15,223 | $236.0K | 0.00% | −145−0.9% | Reduced |
| Verition Fund Management LLC | 15,463 | $240.3K | 0.00% | −497,737−97.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,686 | $243.8K | 0.00% | −82,769−84.1% | Reduced |
| Janney Montgomery Scott LLC | 15,950 | $248.0K | 0.00% | −25,957−61.9% | Reduced |
| Prudential Financial Inc | 16,206 | $251.8K | 0.00% | −1,538−8.7% | Reduced |
| Tower Research Capital LLC (TRC) | 16,755 | $260.4K | 0.00% | +14,565+665.1% | Added |
| Los Angeles Capital Management LLC | 17,047 | $264.9K | 0.00% | +106+0.6% | Added |
| Ameritas Investment Partners, Inc. | 17,762 | $276.0K | 0.01% | +714+4.2% | Added |
| Balyasny Asset Management LLC | 17,820 | $276.9K | 0.00% | −165,296−90.3% | Reduced |
| Public Employees Retirement Association of Colorado | 17,912 | $278.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 17,985 | $279.5K | 0.00% | −2,480−12.1% | Reduced |
| Commerce Bank | 18,038 | $280.3K | 0.00% | +2,045+12.8% | Added |
| Principal Financial Group Inc | 19,839 | $308.3K | 0.00% | +1,898+10.6% | Added |
| Gilder Gagnon Howe & Co LLC | 19,916 | $309.5K | 0.00% | −72,889−78.5% | Reduced |
| Aquila Investment Management LLC | 20,000 | $310.8K | 0.27% | −50,000−71.4% | Reduced |
| Blair William & Co | 20,845 | $323.9K | 0.00% | +1,121+5.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,054 | $327.0K | 0.00% | −3,425−14.0% | Reduced |
| Assenagon Asset Management S.A. | 21,430 | $333.0K | 0.00% | +4,261+24.8% | Added |
| LPL Financial LLC | 22,546 | $350.4K | 0.00% | +2,102+10.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 23,322 | $363.0K | 0.01% | +2,507+12.0% | Added |
| Advisors Asset Management, Inc. | 23,855 | $370.7K | 0.01% | +5,365+29.0% | Added |
| Harvest Portfolios Group Inc. | 23,863 | $370.8K | 0.02% | −2,427−9.2% | Reduced |
| Foresight Group Ltd Liability Partnership | 23,510 | $372.3K | 0.13% | +23,510 | New |