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 2024
Institutional positions in Shoals Technologies Group, Inc. as of Sep 30, 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
- 236
- −12 vs. Q2 2024
- Shares held
- 167.4M
- −4.38M (−2.5%) vs. Q2 2024
- Total value
- $938.3M
- −$134.1M (−12.5%) vs. Q2 2024
- New holders
- 39
- 84 more added
- Sold out
- 51
- 84 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Shoals Technologies Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 10 | $56 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 15 | $85 | 0.00% | −31−67.4% | Reduced |
| EverSource Wealth Advisors, LLC | 41 | $230 | 0.00% | +41 | New |
| North Star Investment Management Corp. | 42 | $236 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 50 | $281 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 67 | $376 | 0.00% | +67 | New |
| Northwestern Mutual Wealth Management Co | 101 | $567 | 0.00% | +101 | New |
| Quadrant Capital Group LLC | 108 | $606 | 0.00% | +8+8.0% | Added |
| Bell Investment Advisors, Inc | 133 | $747 | 0.00% | +96+259.5% | Added |
| Sterling Capital Management LLC | 175 | $982 | 0.00% | +175 | New |
| Massmutual Trust Co FSB | 177 | $993 | 0.00% | +177 | New |
| Banque Cantonale Vaudoise | 254 | $1.00K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 192 | $1.08K | 0.00% | +107+125.9% | Added |
| Beacon Capital Management, LLC | 200 | $1.12K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 204 | $1.14K | 0.00% | +204 | New |
| IFP Advisors, Inc | 241 | $1.35K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 252 | $1.41K | 0.00% | −300−54.3% | Reduced |
| Johnson Financial Group, Inc. | 261 | $1.47K | 0.00% | +261 | New |
| Rothschild Investment LLC | 275 | $1.54K | 0.00% | +190+223.5% | Added |
| Smartleaf Asset Management LLC | 276 | $1.61K | 0.00% | +195+240.7% | Added |
| Principal Securities, Inc. | 289 | $1.62K | 0.00% | +130+81.8% | Added |
| Allworth Financial LP | 309 | $1.73K | 0.00% | +126+68.9% | Added |
| Clear Street Markets LLC | 356 | $2.00K | 0.00% | +356 | New |
| Capital Advisors, Ltd. LLC | 433 | $2.00K | 0.00% | +433 | New |
| CoreCap Advisors, LLC | 400 | $2.24K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 382 | $2.38K | 0.00% | −176−31.5% | Reduced |
| Point72 (DIFC) Ltd | 494 | $2.77K | 0.00% | −54,156−99.1% | Reduced |
| Toth Financial Advisory Corp | 500 | $2.81K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 504 | $2.83K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 527 | $2.96K | 0.00% | −1,224−69.9% | Reduced |
| Harbor Capital Advisors, Inc. | 470 | $3.00K | 0.00% | +470 | New |
| Quarry LP | 856 | $4.80K | 0.00% | −1,500−63.7% | Reduced |
| GAMMA Investing LLC | 1,027 | $5.76K | 0.00% | +378+58.2% | Added |
| Huntington National Bank | 1,054 | $5.91K | 0.00% | −92−8.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,128 | $6.33K | 0.00% | −609−35.1% | Reduced |
| Parallel Advisors, LLC | 1,200 | $6.73K | 0.00% | +1,102+1,124.5% | Added |
| Lindbrook Capital, LLC | 1,246 | $6.99K | 0.00% | +475+61.6% | Added |
| Bogart Wealth, LLC | 1,376 | $7.72K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,380 | $7.74K | 0.00% | +173+14.3% | Added |
| CWM, LLC | 1,390 | $8.00K | 0.00% | −14,378−91.2% | Reduced |
| Millburn Ridgefield Corp | 1,487 | $8.34K | 0.00% | +230+18.3% | Added |
| Catalyst Capital Advisors LLC | 1,487 | $8.34K | 0.00% | +230+18.3% | Added |
| Larson Financial Group LLC | 1,520 | $8.53K | 0.00% | +1,520 | New |
| Covestor Ltd | 1,571 | $9.00K | 0.01% | +603+62.3% | Added |
| Assetmark, Inc | 1,905 | $10.7K | 0.00% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 1,954 | $11.0K | 0.00% | −1,634−45.5% | Reduced |
| Castleark Management LLC | 2,140 | $12.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,215 | $12.4K | 0.00% | −2,500−53.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,000 | $16.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,318 | $18.6K | 0.00% | +3,132+1,683.9% | Added |
| State of Wyoming | 4,311 | $24.2K | 0.00% | +398+10.2% | Added |
| Group One Trading, L.P. | 5,555 | $31.2K | 0.00% | +5,555 | New |
| FMR LLC | 5,806 | $32.6K | 0.00% | +1,906+48.9% | Added |
| Amalgamated Bank | 5,845 | $33.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5,890 | $33.0K | 0.00% | −7,140−54.8% | Reduced |
| Advisor Group Holdings, Inc. | 7,228 | $40.5K | 0.00% | +654+9.9% | Added |
| Acadian Asset Management LLC | 7,381 | $41.0K | 0.00% | +7,381 | New |
| Harel Insurance Investments & Financial Services Ltd. | 7,554 | $42.0K | 0.00% | −33,120−81.4% | Reduced |
| Walleye Capital LLC | 8,696 | $48.8K | 0.00% | −50,160−85.2% | Reduced |
| 1620 Investment Advisors, Inc. | 9,088 | $51.0K | 0.04% | +425+4.9% | Added |
| Walleye Trading LLC | 9,550 | $53.6K | 0.00% | −58,786−86.0% | Reduced |
| Essex Private Wealth Management, LLC | 10,000 | $56.1K | 0.13% | +10,000 | New |
| Mackenzie Financial Corp | 10,319 | $57.9K | 0.00% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,781 | $60.5K | 0.01% | +10,781 | New |
| Xponance, Inc. | 11,262 | $63.2K | 0.00% | +476+4.4% | Added |
| The PNC Financial Services Group, Inc. | 11,714 | $65.7K | 0.00% | +120+1.0% | Added |
| Toroso Investments, LLC | 11,846 | $66.5K | 0.00% | −1,194−9.2% | Reduced |
| Wolverine Trading, LLC | 11,788 | $68.7K | 0.00% | +11,788 | New |
| Tower Research Capital LLC (TRC) | 12,873 | $72.2K | 0.00% | −15,644−54.9% | Reduced |
| Prudential Financial Inc | 12,951 | $72.7K | 0.00% | +26+0.2% | Added |
| Prelude Capital Management, LLC | 14,523 | $81.5K | 0.01% | +14,523 | New |
| Principal Financial Group Inc | 16,071 | $90.2K | 0.00% | −7,102−30.6% | Reduced |
| Advisors Asset Management, Inc. | 16,596 | $93.1K | 0.00% | −7,926−32.3% | Reduced |
| Commerce Bank | 17,620 | $98.8K | 0.00% | −565−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 17,762 | $99.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 17,912 | $100.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 18,572 | $104.0K | 0.01% | +18,572 | New |
| Qsemble Capital Management, LP | 18,565 | $104.2K | 0.02% | −9,348−33.5% | Reduced |
| Centiva Capital, LP | 19,622 | $110.1K | 0.00% | −266,749−93.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 20,478 | $114.9K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 23,234 | $130.3K | 0.00% | −22,784−49.5% | Reduced |
| Fox Run Management, L.L.C. | 24,569 | $137.8K | 0.03% | +4,252+20.9% | Added |
| Pathstone Holdings, LLC | 30,610 | $171.7K | 0.00% | +7,436+32.1% | Added |
| HSBC Holdings PLC | 30,584 | $174.6K | 0.00% | −1,074−3.4% | Reduced |
| LPL Financial LLC | 32,406 | $181.8K | 0.00% | −7,374−18.5% | Reduced |
| Entropy Technologies, LP | 32,421 | $181.9K | 0.02% | +32,421 | New |
| Creative Planning | 33,288 | $186.7K | 0.00% | +17,844+115.5% | Added |
| New York State Common Retirement Fund | 36,447 | $204.5K | 0.00% | −34,200−48.4% | Reduced |
| Envestnet Asset Management Inc | 37,556 | $210.7K | 0.00% | +25,249+205.2% | Added |
| Keeley-Teton Advisors, LLC | 37,600 | $210.9K | 0.02% | +37,600 | New |
| Bridgefront Capital, LLC | 38,169 | $214.1K | 0.08% | +15,433+67.9% | Added |
| Victory Capital Management Inc | 38,281 | $214.8K | 0.00% | −31,660−45.3% | Reduced |
| DekaBank Deutsche Girozentrale | 25,805 | $218.0K | 0.00% | −1,910−6.9% | Reduced |
| Teza Capital Management LLC | 40,338 | $226.3K | 0.02% | +40,338 | New |
| Green Alpha Advisors, LLC | 40,636 | $228.0K | 0.18% | +12,324+43.5% | Added |
| Royal Bank of Canada | 41,726 | $235.0K | 0.00% | +341+0.8% | Added |
| D. E. Shaw & Co., Inc. | 42,287 | $237.2K | 0.00% | +14,179+50.4% | Added |
| Schonfeld Strategic Advisors LLC | 42,784 | $240.0K | 0.00% | −193,449−81.9% | Reduced |
| Maven Securities LTD | 45,000 | $252.4K | 0.03% | +45,000 | New |
| Intech Investment Management LLC | 45,441 | $254.9K | 0.00% | +45,441 | New |