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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 19,839 | $308.3K | 0.00% | +1,898+10.6% | Added |
| Commerce Bank | 18,038 | $280.3K | 0.00% | +2,045+12.8% | Added |
| Cetera Advisor Networks LLC | 17,985 | $279.5K | 0.00% | −2,480−12.1% | Reduced |
| Public Employees Retirement Association of Colorado | 17,912 | $278.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 17,820 | $276.9K | 0.00% | −165,296−90.3% | Reduced |
| Ameritas Investment Partners, Inc. | 17,762 | $276.0K | 0.01% | +714+4.2% | Added |
| Los Angeles Capital Management LLC | 17,047 | $264.9K | 0.00% | +106+0.6% | Added |
| Tower Research Capital LLC (TRC) | 16,755 | $260.4K | 0.00% | +14,565+665.1% | Added |
| Prudential Financial Inc | 16,206 | $251.8K | 0.00% | −1,538−8.7% | Reduced |
| Janney Montgomery Scott LLC | 15,950 | $248.0K | 0.00% | −25,957−61.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,686 | $243.8K | 0.00% | −82,769−84.1% | Reduced |
| Verition Fund Management LLC | 15,463 | $240.3K | 0.00% | −497,737−97.0% | Reduced |
| Natixis Advisors, L.P. | 15,223 | $236.0K | 0.00% | −145−0.9% | Reduced |
| Transatlantique Private Wealth LLC | 15,107 | $234.8K | 0.11% | +228+1.5% | Added |
| Quest Partners LLC | 15,056 | $234.0K | 0.05% | +15,056 | New |
| HSBC Holdings PLC | 14,723 | $228.7K | 0.00% | +14,723 | New |
| Navellier & Associates Inc | 14,432 | $224.3K | 0.03% | −66,566−82.2% | Reduced |
| GTS Securities LLC | 14,164 | $220.1K | 0.00% | +14,164 | New |
| Federation des caisses Desjardins du Quebec | 14,115 | $219.3K | 0.00% | +100+0.7% | Added |
| Point72 Hong Kong Ltd | 13,670 | $212.4K | 0.01% | +13,670 | New |
| Hartline Investment Corp | 13,323 | $207.0K | 0.03% | −1,470−9.9% | Reduced |
| Prospera Financial Services Inc | 12,891 | $200.3K | 0.01% | −3,372−20.7% | Reduced |
| Virtu Financial LLC | 12,545 | $195.0K | 0.02% | −4,836−27.8% | Reduced |
| Captrust Financial Advisors | 12,527 | $194.7K | 0.00% | +12,527 | New |
| Banque Cantonale Vaudoise | 12,135 | $189.0K | 0.01% | −657−5.1% | Reduced |
| PEAK6 Investments LLC | 11,975 | $186.1K | 0.01% | −35,435−74.7% | Reduced |
| The PNC Financial Services Group, Inc. | 11,633 | $180.8K | 0.00% | +1,429+14.0% | Added |
| DekaBank Deutsche Girozentrale | 10,800 | $171.0K | 0.00% | −1,251,900−99.1% | Reduced |
| Keebeck Alpha, LP | 10,745 | $167.0K | 0.13% | +10,745 | New |
| Xponance, Inc. | 10,399 | $161.6K | 0.00% | +134+1.3% | Added |
| American Trust | 10,233 | $159.0K | 0.01% | −1,697−14.2% | Reduced |
| Metropolitan Life Insurance Co | 9,905 | $153.9K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 8,826 | $137.2K | 0.00% | −331−3.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,038 | $94.0K | 0.00% | 00.0% | Unchanged |
| Mirova | 5,372 | $83.5K | 0.02% | −141,277−96.3% | Reduced |
| State of Wyoming | 3,061 | $47.6K | 0.01% | +1,314+75.2% | Added |
| Comerica Bank | 3,052 | $47.4K | 0.00% | −753−19.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,836 | $44.1K | 0.00% | −2,868−50.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,619 | $40.7K | 0.00% | −32−1.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,419 | $38.0K | 0.02% | −5,255−68.5% | Reduced |
| Nomura Asset Management Co Ltd | 2,418 | $37.6K | 0.00% | −158−6.1% | Reduced |
| Castleark Management LLC | 2,140 | $33.3K | 0.00% | −74,090−97.2% | Reduced |
| Antipodes Partners Ltd | 2,155 | $33.0K | 0.00% | +2,155 | New |
| Assetmark, Inc | 1,905 | $29.6K | 0.00% | +315+19.8% | Added |
| Nisa Investment Advisors, LLC | 1,630 | $25.3K | 0.00% | −2,425−59.8% | Reduced |
| Smartleaf Asset Management LLC | 1,582 | $25.0K | 0.01% | +1,582 | New |
| Proequities, Inc. | 1,595 | $24.8K | 0.00% | +66+4.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,500 | $23.3K | 0.01% | +1,500 | New |
| Cutler Group LP | 1,255 | $19.0K | 0.00% | −3,707−74.7% | Reduced |
| Huntington National Bank | 1,185 | $18.4K | 0.00% | +315+36.2% | Added |
| CWM, LLC | 1,131 | $18.0K | 0.00% | +32+2.9% | Added |
| AdvisorNet Financial, Inc | 1,155 | $17.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,092 | $17.0K | 0.00% | −14,618−93.0% | Reduced |
| Orion Capital Management LLC | 1,000 | $15.5K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 799 | $12.4K | 0.01% | +799 | New |
| Parallel Advisors, LLC | 753 | $11.7K | 0.00% | +728+2,912.0% | Added |
| Desjardins Global Asset Management Inc. | 746 | $11.6K | 0.00% | +25+3.5% | Added |
| First Horizon Advisors, Inc. | 650 | $10.1K | 0.00% | −271−29.4% | 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 |
| Global Retirement Partners, LLC | 684 | $9.01K | 0.00% | −297−30.3% | Reduced |
| IFP Advisors, Inc | 518 | $8.05K | 0.00% | +30+6.1% | Added |
| Toth Financial Advisory Corp | 500 | $7.77K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 392 | $6.09K | 0.00% | +312+390.0% | Added |
| GAMMA Investing LLC | 397 | $5.23K | 0.00% | +397 | New |
| Whittier Trust Co | 332 | $5.16K | 0.00% | −298−47.3% | Reduced |
| Principal Securities, Inc. | 279 | $4.34K | 0.00% | +279 | New |
| Beacon Capital Management, LLC | 200 | $3.65K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $3.11K | 0.00% | +200 | New |
| RFP Financial Group LLC | 170 | $2.64K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 148 | $2.30K | 0.00% | +148 | New |
| Allworth Financial LP | 113 | $1.76K | 0.00% | −6−5.0% | Reduced |
| Rothschild Investment LLC | 100 | $1.55K | 0.00% | +100 | New |
| National Bank of Canada | 100 | $1.52K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 96 | $1.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 87 | $1.35K | 0.00% | +57+190.0% | Added |
| Ronald Blue Trust, Inc. | 31 | $1.00K | 0.00% | +31 | New |
| Quadrant Capital Group LLC | 61 | $948 | 0.00% | +24+64.9% | Added |
| EverSource Wealth Advisors, LLC | 55 | $855 | 0.00% | −321−85.4% | Reduced |
| Geneos Wealth Management Inc. | 50 | $777 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 48 | $746 | 0.00% | +6+14.3% | Added |
| North Star Investment Management Corp. | 42 | $653 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 42 | $653 | 0.00% | +42 | New |
| Fortitude Family Office, LLC | 41 | $637 | 0.00% | +41 | New |
| Bell Investment Advisors, Inc | 37 | $575 | 0.00% | −118−76.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 34 | $528 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 33 | $513 | 0.00% | +33 | New |
| Fifth Third Bancorp | 10 | $155 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4 | $62 | 0.00% | +4 | New |
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −2,332,576−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −1,661,754−100.0% | Sold out |
| Zevenbergen Capital Investments LLC | 0 | $0 | 0.00% | −1,051,421−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −627,868−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −493,666−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −426,532−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −375,414−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −370,250−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −337,019−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |