Institutional Ownership Shoals Technologies Group, Inc. (SHLS)
This table provides information about the institutional ownership of Shoals Technologies Group, Inc. (SHLS). We have compiled data on the 243 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $932 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
527
shares
|
$2,972
0.0% of portfolio
|
Q3 2024
Reduced 69.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
399
shares
|
$2,250
0.0% of portfolio
|
Q4 2024
Added 38.06%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
365
shares
|
$2,058
0.0% of portfolio
|
Q4 2024
Reduced 93.8%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
351
shares
|
$1,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
255
shares
|
$1,438
0.0% of portfolio
|
Q1 2025
Added 218.75%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
254
shares
|
$1,432
0.0% of portfolio
|
Q2 2024
Reduced 97.82%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
243
shares
|
$1,370
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
226
shares
|
$1,274
0.0% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
215
shares
|
$1,212
0.0% of portfolio
|
Q1 2025
Reduced 92.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
200
shares
|
$1,128
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
192
shares
|
$1,082
0.0% of portfolio
|
Q3 2024
Added 125.88%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
191
shares
|
$1,077
0.0% of portfolio
|
Q1 2025
Added 416.22%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
175
shares
|
$987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
127
shares
|
$716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
125
shares
|
$705
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
110
shares
|
$620
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
110
shares
|
$620
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
67
shares
|
$377
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
55
shares
|
$310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
42
shares
|
$236
0.0% of portfolio
|
Q1 2022
Reduced 51.72%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
35
shares
|
$197
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
25
shares
|
$141
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
10
shares
|
$56
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|