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, Q1 2024
Institutional positions in Shoals Technologies Group, Inc. as of Mar 31, 2024. 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
- 278
- −11 vs. Q4 2023
- Shares held
- 199.5M
- +3.18M (+1.6%) vs. Q4 2023
- Total value
- $2.23B
- −$818.3M (−26.8%) vs. Q4 2023
- New holders
- 42
- 104 more added
- Sold out
- 53
- 98 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Shoals Technologies Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 5 | $42 | 0.00% | −50−90.9% | Reduced |
| Rothschild Investment LLC | 20 | $224 | 0.00% | −80−80.0% | Reduced |
| Institutional & Family Asset Management, LLC | 33 | $369 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 34 | $380 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $380 | 0.00% | +34 | New |
| Quadrant Capital Group LLC | 37 | $414 | 0.00% | −24−39.3% | Reduced |
| North Star Investment Management Corp. | 42 | $470 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 48 | $537 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $559 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 50 | $569 | 0.00% | −37−42.5% | Reduced |
| National Bank of Canada | 100 | $692 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 85 | $951 | 0.00% | +81+2,025.0% | Added |
| Covestor Ltd | 55 | $1.00K | 0.00% | +47+587.5% | Added |
| Avion Wealth | 43 | $1.00K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 106 | $1.19K | 0.00% | +69+186.5% | Added |
| CIBC Private Wealth Group, LLC | 111 | $1.26K | 0.00% | +111 | New |
| Allworth Financial LP | 113 | $1.26K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 170 | $1.90K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 199 | $2.23K | 0.00% | −80−28.7% | Reduced |
| Beacon Capital Management, LLC | 200 | $2.24K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 233 | $2.60K | 0.00% | +233 | New |
| Mather Group, LLC. | 195 | $3.03K | 0.00% | +195 | New |
| Quarry LP | 323 | $3.61K | 0.00% | +323 | New |
| Whittier Trust Co | 332 | $3.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 393 | $4.39K | 0.00% | −125−24.1% | Reduced |
| GAMMA Investing LLC | 431 | $4.82K | 0.00% | +34+8.6% | Added |
| EntryPoint Capital, LLC | 435 | $4.86K | 0.00% | −364−45.6% | Reduced |
| Global Retirement Partners, LLC | 439 | $4.91K | 0.00% | −245−35.8% | Reduced |
| Lindbrook Capital, LLC | 480 | $5.37K | 0.00% | +88+22.4% | Added |
| Toth Financial Advisory Corp | 500 | $5.59K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 500 | $5.59K | 0.01% | +500 | New |
| First Horizon Advisors, Inc. | 650 | $7.27K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 764 | $8.54K | 0.00% | +132+20.9% | Added |
| Catalyst Capital Advisors LLC | 764 | $8.54K | 0.00% | +132+20.9% | Added |
| US Bancorp | 995 | $11.1K | 0.00% | −97−8.9% | Reduced |
| Orion Capital Management LLC | 1,000 | $11.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,000 | $11.2K | 0.00% | +1,000 | New |
| Fifth Third Bancorp | 1,025 | $11.5K | 0.00% | +1,015+10,150.0% | Added |
| AdvisorNet Financial, Inc | 1,155 | $12.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,176 | $13.0K | 0.00% | +45+4.0% | Added |
| Huntington National Bank | 1,170 | $13.1K | 0.00% | −15−1.3% | Reduced |
| Riverview Trust Co | 1,390 | $15.5K | 0.01% | +1,390 | New |
| Smartleaf Asset Management LLC | 1,582 | $18.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,747 | $19.5K | 0.00% | +117+7.2% | Added |
| Proequities, Inc. | 1,823 | $20.4K | 0.00% | +228+14.3% | Added |
| Assetmark, Inc | 1,905 | $21.3K | 0.00% | 00.0% | Unchanged |
| Castleark Management LLC | 2,140 | $23.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,000 | $33.5K | 0.01% | +1,500+100.0% | Added |
| Nomura Asset Management Co Ltd | 3,038 | $34.0K | 0.00% | +620+25.6% | Added |
| Exchange Traded Concepts, LLC | 3,207 | $35.9K | 0.00% | +588+22.5% | Added |
| State of Wyoming | 3,483 | $38.9K | 0.01% | +422+13.8% | Added |
| Mirova | 5,372 | $60.1K | 0.01% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 4,793 | $62.0K | 0.00% | +2,638+122.4% | Added |
| Point72 Hong Kong Ltd | 5,700 | $63.7K | 0.00% | −7,970−58.3% | Reduced |
| Amalgamated Bank | 5,845 | $65.0K | 0.00% | −18,747−76.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,998 | $67.0K | 0.00% | −40−0.7% | Reduced |
| Headlands Technologies LLC | 8,219 | $91.9K | 0.02% | +8,219 | New |
| iA Global Asset Management Inc. | 8,590 | $96.0K | 0.00% | −263,270−96.8% | Reduced |
| Metropolitan Life Insurance Co | 9,425 | $105.4K | 0.00% | −480−4.8% | Reduced |
| The PNC Financial Services Group, Inc. | 10,156 | $113.5K | 0.00% | −1,477−12.7% | Reduced |
| Paloma Partners Management Co | 10,322 | $115.4K | 0.02% | +10,322 | New |
| Xponance, Inc. | 10,405 | $116.3K | 0.00% | +6+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,929 | $122.2K | 0.00% | +10,929 | New |
| Banque Cantonale Vaudoise | 11,677 | $131.0K | 0.01% | −458−3.8% | Reduced |
| Keystone Investors Pte Ltd | 11,727 | $131.1K | 0.01% | +11,727 | New |
| Prospera Financial Services Inc | 11,871 | $132.7K | 0.00% | −1,020−7.9% | Reduced |
| Algert Global LLC | 11,955 | $133.7K | 0.01% | −87,231−87.9% | Reduced |
| Keebeck Alpha, LP | 12,024 | $134.4K | 0.09% | +1,279+11.9% | Added |
| Dakota Wealth Management | 12,169 | $136.1K | 0.00% | +12,169 | New |
| Harbour Capital Advisors, LLC | 12,870 | $138.4K | 0.03% | +12,870 | New |
| GTS Securities LLC | 12,651 | $141.4K | 0.00% | −1,513−10.7% | Reduced |
| Prudential Financial Inc | 12,702 | $142.0K | 0.00% | −3,504−21.6% | Reduced |
| CoreCommodity Management, LLC | 13,387 | $149.7K | 0.05% | −25,985−66.0% | Reduced |
| Aviva PLC | 13,643 | $152.5K | 0.00% | −27,261−66.6% | Reduced |
| SG Americas Securities, LLC | 13,733 | $154.0K | 0.00% | −60,763−81.6% | Reduced |
| Prelude Capital Management, LLC | 13,843 | $154.8K | 0.01% | +13,843 | New |
| Quest Partners LLC | 14,237 | $159.2K | 0.03% | −819−5.4% | Reduced |
| Federated Hermes, Inc. | 14,400 | $161.0K | 0.00% | +14,400 | New |
| Federation des caisses Desjardins du Quebec | 15,048 | $168.2K | 0.00% | +933+6.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 15,157 | $169.5K | 0.04% | −305,643−95.3% | Reduced |
| ExodusPoint Capital Management, LP | 15,357 | $172.0K | 0.00% | −67,051−81.4% | Reduced |
| Janney Montgomery Scott LLC | 15,613 | $175.0K | 0.00% | −337−2.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,274 | $181.9K | 0.00% | +588+3.7% | Added |
| Marshall Wace, LLP | 16,300 | $182.2K | 0.00% | +16,300 | New |
| Ameritas Investment Partners, Inc. | 17,762 | $198.6K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 17,912 | $200.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 18,218 | $203.7K | 0.00% | +180+1.0% | Added |
| Boothbay Fund Management, LLC | 18,441 | $206.2K | 0.01% | −27,765−60.1% | Reduced |
| Walleye Capital LLC | 18,482 | $206.6K | 0.00% | +18,482 | New |
| Harel Insurance Investments & Financial Services Ltd. | 19,012 | $213.0K | 0.00% | −4,310−18.5% | Reduced |
| Quantbot Technologies LP | 19,452 | $217.5K | 0.01% | +19,452 | New |
| Gilder Gagnon Howe & Co LLC | 19,910 | $222.6K | 0.00% | −60.0% | Reduced |
| Mirabella Financial Services LLP | 20,464 | $229.9K | 0.02% | +20,464 | New |
| Two Sigma Securities, LLC | 21,321 | $238.4K | 0.01% | +21,321 | New |
| Principal Financial Group Inc | 23,069 | $257.9K | 0.00% | +3,230+16.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,070 | $258.0K | 0.00% | +2,016+9.6% | Added |
| Advisors Asset Management, Inc. | 23,169 | $259.0K | 0.00% | −686−2.9% | Reduced |
| Pathstone Holdings, LLC | 24,789 | $277.1K | 0.00% | −1,634−6.2% | Reduced |
| Assenagon Asset Management S.A. | 25,241 | $282.2K | 0.00% | +3,811+17.8% | Added |
| Dark Forest Capital Management LP | 26,991 | $301.8K | 0.05% | +26,991 | New |