SHOALS TECHNOLOGIES GROUP IN (SHLS)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
270
Reporting holders
$1.6B
Reported value
8.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $284.4M | 28,727,968 | 0.00% | 8q | +44.7%+$87.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $73.6M | 7,435,246 | 0.00% | 2q | +1.0%+$731.7K |
| Invesco Ltd. | $70.9M | 7,157,142 | 0.01% | 22q | -8.0%-$6.1M |
| STATE STREET CORP | $59.9M | 6,052,905 | 0.00% | 22q | +0.7%+$435.6K |
| Amundi | $53.2M | 5,374,593 | 0.01% | 20q | -6.3%-$3.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $47.0M | 4,745,938 | 0.00% | 22q | +4.1%+$1.8M |
| DIMENSIONAL FUND ADVISORS LP | $45.4M | 4,590,497 | 0.01% | 16q | +7.5%+$3.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $44.6M | 4,500,168 | 0.00% | 2q | -23.6%-$13.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $42.3M | 4,276,470 | 0.04% | 5q | -19.8%-$10.5M |
| Greenvale Capital LLP | $42.1M | 4,250,000 | 4.60% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $28.7M | 334,755 | 0.00% | 22q | +135.7%+$16.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $28.6M | 2,889,908 | 0.02% | 5q | -37.7%-$17.3M |
| Pictet Asset Management Holding SA | $28.1M | 2,839,736 | 0.03% | 12q | +3.2%+$883.6K |
| UBS Group AG | $27.1M | 2,732,435 | 0.00% | 22q | +45.8%+$8.5M |
| Caption Management, LLC | $23.7M | options only | 0.11% | 2q | OPTIONS |
| NORTHERN TRUST CORP | $23.0M | 2,324,998 | 0.00% | 22q | -9.4%-$2.4M |
| ACK Asset Management LLC | $22.3M | 2,255,000 | 2.61% | new | NEW |
| AMERIPRISE FINANCIAL INC | $19.1M | 1,926,830 | 0.00% | 22q | -58.6%-$27.0M |
| Redwood Grove Capital, LLC | $17.4M | 1,760,722 | 4.42% | 10q | -42.0%-$12.6M |
| MORGAN STANLEY | $17.3M | 1,749,628 | 0.00% | 22q | +7.0%+$1.1M |
| ROYCE & ASSOCIATES LP | $17.1M | 1,723,952 | 0.14% | 7q | +15.7%+$2.3M |
| ARDSLEY ADVISORY PARTNERS LP | $16.5M | 1,665,000 | 1.72% | 6q | -26.3%-$5.9M |
| VOYA INVESTMENT MANAGEMENT LLC | $16.1M | 1,627,824 | 0.01% | 22q | -9.5%-$1.7M |
| Woodson Capital Management, LP | $15.8M | 1,600,000 | 2.65% | 2q | -20.0%-$4.0M |
| HEARTLAND ADVISORS INC | $14.5M | 1,466,050 | 0.65% | 2q | +38.8%+$4.1M |
| Arosa Capital Management LP | $14.4M | options only | 2.56% | 2q | OPTIONS |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.9M | 1,407,162 | 0.00% | 22q | +2.3%+$317.3K |
| Sixth Street Partners Management Company, L.P. | $13.9M | 1,407,162 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $13.8M | 36,542 | 0.00% | 15q | HELD |
| CITADEL ADVISORS LLC | $13.5M | 445,442 | 0.00% | 22q | -74.9%-$40.2M |
| Swedbank AB | $13.0M | 1,315,945 | 0.01% | 17q | +19.7%+$2.1M |
| FIRST TRUST ADVISORS LP | $12.9M | 1,299,894 | 0.01% | 21q | -82.2%-$59.4M |
| Nishkama Capital, LLC | $12.7M | 1,284,065 | 0.39% | 3q | -35.6%-$7.0M |
| GOLDMAN SACHS GROUP INC | $12.7M | 1,279,425 | 0.00% | 22q | -21.1%-$3.4M |
| FRANKLIN RESOURCES INC | $12.5M | 1,265,277 | 0.00% | 22q | -23.4%-$3.8M |
| VANGUARD FIDUCIARY TRUST CO | $11.9M | 1,197,853 | 0.00% | 2q | +8.7%+$945.9K |
| AQR CAPITAL MANAGEMENT LLC | $11.7M | 1,185,780 | 0.00% | 15q | +12.6%+$1.3M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $11.1M | 1,123,547 | 0.07% | new | NEW |
| Centiva Capital, LP | $11.0M | 1,106,278 | 0.10% | 6q | HELD |
| Pier Capital, LLC | $9.4M | 948,433 | 1.24% | 3q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9.4M | 946,744 | 0.00% | 4q | -65.3%-$17.6M |
| GROUP ONE TRADING LLC | $9.3M | options only | 0.01% | 22q | OPTIONS |
| WESTWOOD HOLDINGS GROUP INC | $9.2M | 926,734 | 0.07% | 3q | +46.8%+$2.9M |
| Raiffeisen Bank International AG | $8.8M | 950,000 | 0.10% | 7q | HELD |
| Erste Asset Management GmbH | $8.7M | 935,609 | 0.07% | 21q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $8.3M | 839,000 | 0.01% | 7q | +3766.4%+$8.1M |
| IMC-Chicago, LLC | $8.1M | 316,550 | 0.00% | 5q | +109.4%+$4.3M |
| Trexquant Investment LP | $7.9M | 797,856 | 0.05% | new | NEW |
| JUPITER ASSET MANAGEMENT LTD | $7.9M | 793,968 | 0.04% | 3q | -38.8%-$5.0M |
| STOREBRAND ASSET MANAGEMENT AS | $7.1M | 714,154 | 0.02% | 3q | -10.5%-$829.0K |
| BANK OF AMERICA CORP /DE/ | $6.5M | 660,690 | 0.00% | 22q | -11.5%-$848.8K |
| RICE HALL JAMES & ASSOCIATES, LLC | $6.4M | 650,383 | 0.31% | new | NEW |
| Palo Duro Investment Partners, LP | $6.4M | 647,469 | 1.24% | 4q | -60.6%-$9.9M |
| SORA INVESTORS LLC | $6.0M | 609,206 | 0.46% | 2q | +262.6%+$4.4M |
| CREDIT AGRICOLE S A | $6.0M | 607,589 | 0.01% | 3q | HELD |
| Nuveen, LLC | $6.0M | 605,555 | 0.00% | 6q | +2.7%+$156.4K |
| Aventail Capital Group, LP | $5.6M | 567,790 | 0.32% | new | NEW |
| SIMPLEX TRADING, LLC | $5.6M | options only | 0.00% | 2q | OPTIONS |
| STANSBERRY ASSET MANAGEMENT, LLC | $5.5M | 558,849 | 0.51% | 17q | +547.1%+$4.7M |
| Bank of New York Mellon Corp | $5.4M | 545,464 | 0.00% | 22q | -1.4%-$76.6K |
| AMERICAN CENTURY COMPANIES INC | $5.2M | 526,219 | 0.00% | 10q | -55.6%-$6.5M |
| PRINCIPAL FINANCIAL GROUP INC | $4.4M | 448,745 | 0.00% | 18q | +13.9%+$541.0K |
| CenterBook Partners LP | $4.2M | 425,534 | 0.21% | 3q | -79.5%-$16.3M |
| Oribel Capital Management, LP | $4.2M | 419,500 | 0.13% | new | NEW |
| Jefferies Financial Group Inc. | $4.1M | 34,915 | 0.03% | 3q | -50.2%-$4.1M |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | $4.0M | options only | 0.41% | new | OPTIONS |
| DNB Asset Management AS | $3.7M | 373,569 | 0.01% | 8q | -31.4%-$1.7M |
| Tidal Investments LLC | $3.7M | 371,409 | 0.01% | 2q | +91.3%+$1.8M |
| Squarepoint Ops LLC | $3.6M | 367,387 | 0.00% | 12q | +410.9%+$2.9M |
| Defiance ETFs, LLC | $3.6M | 358,402 | 0.05% | 2q | +91.8%+$1.7M |
| LMR Partners LLP | $3.5M | options only | 0.01% | 2q | OPTIONS |
| Swiss National Bank | $3.3M | 336,600 | 0.00% | 21q | +2.0%+$65.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.1M | 312,016 | 0.00% | 21q | -9.5%-$323.8K |
| Connor, Clark & Lunn Investment Management Ltd. | $3.0M | 306,104 | 0.01% | 5q | -47.2%-$2.7M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2.6M | 264,141 | 0.00% | 21q | HELD |
| HUSSMAN STRATEGIC ADVISORS, INC. | $2.5M | 252,000 | 0.57% | 4q | -40.0%-$1.7M |
| ALPS ADVISORS INC | $2.5M | 250,678 | 0.01% | 21q | -0.7%-$17.8K |
| SCALAR GAUGE MANAGEMENT, LLC | $2.5M | 250,000 | 1.36% | new | NEW |
| DARK FOREST CAPITAL MANAGEMENT LP | $2.4M | 243,465 | 0.16% | 3q | +610.3%+$2.1M |
| BARCLAYS PLC | $2.4M | 54,296 | 0.00% | 18q | -13.8%-$378.5K |
| DEUTSCHE BANK AG\ | $2.3M | 233,693 | 0.00% | 22q | +26.3%+$481.3K |
| RHUMBLINE ADVISERS | $2.2M | 218,490 | 0.00% | 22q | -0.7%-$15.1K |
| Aperture Investors, LLC | $1.9M | options only | 0.17% | new | OPTIONS |
| D. E. Shaw & Co., Inc. | $1.8M | 142,207 | 0.00% | 20q | +217.1%+$1.3M |
| Round Rock Advisors LLC | $1.8M | 185,927 | 0.24% | 4q | +14.1%+$227.4K |
| Torrey Growth & Income Advisors | $1.7M | 170,560 | 0.57% | 4q | -2.9%-$49.5K |
| CAXTON ASSOCIATES LLP | $1.7M | 169,532 | 0.03% | 4q | +43.5%+$508.8K |
| WELLS FARGO & COMPANY/MN | $1.7M | 168,219 | 0.00% | 22q | +16.6%+$236.5K |
| GREAT LAKES ADVISORS, LLC | $1.6M | 162,410 | 0.01% | 4q | -36.8%-$935.3K |
| CoreCommodity Management, LLC | $1.6M | 159,991 | 0.32% | 8q | -55.8%-$2.0M |
| Jupiter Topco LLC | $1.5M | 155,075 | 0.00% | new | FIRST |
| NORGES BANK | $1.5M | 151,251 | 0.00% | 20q | -63.5%-$2.6M |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.5M | 146,551 | 0.00% | 22q | -21.4%-$393.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.4M | 144,683 | 0.00% | 9q | -1.4%-$20.5K |
| Legal & General Group Plc | $1.4M | 141,336 | 0.00% | 22q | +5.0%+$67.1K |
| SEI INVESTMENTS CO | $1.4M | 140,206 | 0.00% | 22q | -20.2%-$351.5K |
| Edgestream Partners, L.P. | $1.3M | 135,084 | 0.04% | 2q | -60.2%-$2.0M |
| Walleye Trading LLC | $1.3M | options only | 0.00% | 9q | OPTIONS |
| CIDEL ASSET MANAGEMENT INC | $1.3M | 131,340 | 0.06% | 7q | HELD |
| CITIGROUP INC | $1.3M | 128,417 | 0.00% | 22q | -79.7%-$5.0M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | T. Rowe Price Associates, Inc. | 12.9% |
| 2026-07-30 | 13G/A | BlackRock, Inc. | 13.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 270 | $1.6B | 145,346,488 | 51 | 86 | 83 | 8.0% |
| Q1 2026 | 260 | $1.1B | 153,385,921 | 54 | 80 | 76 | 5.3% |
| Q4 2025 | 257 | $1.4B | 158,038,982 | 63 | 77 | 73 | 3.4% |
| Q3 2025 | 224 | $1.3B | 160,969,316 | 43 | 61 | 79 | 4.9% |
| Q2 2025 | 207 | $749.7M | 169,245,099 | 43 | 64 | 75 | 3.8% |
| Q1 2025 | 201 | $562.6M | 167,205,017 | 40 | 62 | 61 | 1.4% |
| Q4 2024 | 205 | $930.8M | 166,009,100 | 27 | 69 | 72 | 1.4% |
| Q3 2024 | 219 | $957.2M | 167,054,237 | 30 | 78 | 75 | 2.3% |
| Q2 2024 | 230 | $1.2B | 192,746,658 | 36 | 87 | 77 | 2.0% |
| Q1 2024 | 249 | $2.2B | 191,881,099 | 36 | 87 | 83 | 1.0% |
| Q4 2023 | 260 | $3.0B | 189,892,247 | 33 | 110 | 71 | 1.1% |
| Q3 2023 | 267 | $3.2B | 172,719,930 | 37 | 113 | 70 | 1.3% |
| Q2 2023 | 258 | $4.3B | 167,928,965 | 36 | 109 | 74 | 1.0% |
| Q1 2023 | 247 | $3.7B | 159,883,092 | 36 | 134 | 50 | 1.3% |
| Q4 2022 | 231 | $2.9B | 117,564,690 | 65 | 91 | 41 | 1.2% |
| Q3 2022 | 225 | $2.5B | 111,342,645 | 44 | 69 | 69 | 2.5% |
| Q2 2022 | 210 | $2.0B | 117,636,747 | 56 | 71 | 53 | 1.4% |
| Q1 2022 | 200 | $1.9B | 111,549,834 | 57 | 80 | 42 | 1.0% |
| Q4 2021 | 171 | $2.8B | 113,084,803 | 28 | 71 | 46 | 0.5% |
| Q3 2021 | 172 | $3.1B | 110,598,489 | 43 | 82 | 25 | 0.7% |
| Q2 2021 | 156 | $3.9B | 107,736,937 | 44 | 54 | 40 | 1.2% |
| Q1 2021 | 146 | $3.1B | 88,554,904 | 148 | 0 | 0 | 1.0% |
| Q4 2020 | 1 | $20.0K | 584 | 1 | 0 | 0 | 0.0% |