Shoals Technologies Group Inc (SHLS) Ownership

3.32 ↑0.01 (0.30%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Shoals Technologies Group Inc (SHLS), owning a total of 31.7 million shares. Combined, the top 52 institutional holders of SHLS own 139.82% of the company with a total of 231.6 million shares.

In the latest ownership report on December 31st 2024, the top 52 institutional holders increased their combined ownership of SHLS by 16.4 million shares. 15 institutions bought 19,325,924 total additional shares and increased their ownership by an average of 136.15%. However 6 institutions sold 2,887,019 total shares and decreased their ownership by an average of 12.09%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Shoals Technologies Group increased by a net total of 16,438,905 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	18.979%	17.260%	31,693,300	4,665,121	2024-12-31
Vanguard Group Inc	10.278%	3.477%	17,163,583	576,736	2024-12-31
Wellington Management Company LLP	8.523%	8.590%	14,233,342	1,125,938	2024-12-31
Amvescap Plc.	3.842%	20.660%	6,415,911	1,098,577	2024-12-31
State Street Corp	3.638%	15.026%	6,075,230	793,600	2024-12-31
Point72 Asset Management, L.P.	3.316%	-19.091%	5,537,579	-1,306,643	2024-12-31
Encompass Capital Advisors LLC	3.240%	14.464%	5,410,245	683,642	2024-12-31
Franklin Resources Inc	2.844%	-0.001%	4,748,633	-40	2024-12-31
Geode Capital Management, LLC	2.378%	-1.293%	3,970,896	-52,001	2024-12-31
Peconic Partners LLC	2.216%	0.000%	3,700,000	3,700,000	2024-12-31
Erste Asset Management GmbH	2.152%	3.713%	3,593,806	128,664	2024-12-31
Pictet Asset Manangement SA	1.824%	-8.378%	3,046,258	-278,559	2024-12-31
Citadel Advisors Llc	1.524%	1,665.920%	2,544,342	2,400,262	2024-12-31
Goldman Sachs Group Inc	1.505%	74.711%	2,513,775	1,074,958	2024-12-31
Frontier Capital Management CO Inc	1.498%	34.470%	2,501,876	641,328	2024-12-31
Morgan Stanley - Brokerage Accounts	1.354%	85.828%	2,261,537	1,044,534	2024-12-31
NORGES BANK	1.351%	-24.117%	2,255,335	-716,796	2024-12-31
Handelsbanken Fonder AB	1.305%	-19.656%	2,178,623	-532,980	2024-12-31
Redwood Grove Capital, LLC	1.230%	12.816%	2,054,273	233,373	2024-12-31
Trexquant Investment LP	1.198%	40.036%	2,000,551	571,956	2024-12-31
Ameriprise Financial Inc	1.129%	45.340%	1,882,420	587,235	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	18.979%	17.260%	31,693,300	4,665,121	2024-12-31
Vanguard Group Inc	10.278%	3.477%	17,163,583	576,736	2024-12-31
Wellington Management Company LLP	8.523%	8.590%	14,233,342	1,125,938	2024-12-31
JPMorgan Chase & Co	7.484%	-29.842%	12,475,954	-5,306,640	2024-09-30
JOHO Capital LLC	5.786%	50.113%	9,642,545	3,219,000	2024-06-30
Amvescap Plc.	3.842%	20.660%	6,415,911	1,098,577	2024-12-31
AllianceBernstein L.P.	3.629%	0.056%	6,170,558	3,434	2023-09-30
State Street Corp	3.638%	15.026%	6,075,230	793,600	2024-12-31
Point72 Asset Management, L.P.	3.316%	-19.091%	5,537,579	-1,306,643	2024-12-31
First Trust Advisors L.P.	3.252%	113.504%	5,421,492	2,882,197	2024-06-30
Encompass Capital Advisors LLC	3.240%	14.464%	5,410,245	683,642	2024-12-31
UBS Asset Mgmt Americas Inc	3.121%	0.000%	5,304,022	0	2023-06-30
BNP Paribas Investment Partners SA	3.032%	30.074%	5,102,882	1,179,834	2024-03-31
T. Rowe Price Investment Management,Inc.	3.004%	0.002%	5,005,978	100	2024-06-30
Franklin Resources Inc	2.844%	-0.001%	4,748,633	-40	2024-12-31
State Street Corporation	2.609%	0.454%	4,391,460	19,849	2024-03-31
Geode Capital Management, LLC	2.378%	-1.293%	3,970,896	-52,001	2024-12-31
JANE STREET GROUP, LLC	2.239%	563.485%	3,804,711	3,231,268	2023-03-31
Peconic Partners LLC	2.216%	0.000%	3,700,000	3,700,000	2024-12-31
Allspring Global Investments Holdings, LLC	2.165%	-0.715%	3,681,172	-26,507	2023-09-30
Erste Asset Management GmbH	2.152%	3.713%	3,593,806	128,664	2024-12-31
Schroder Investment Management Group	2.040%	83.276%	3,433,591	1,560,141	2024-03-31
Pictet Asset Manangement SA	1.824%	-8.378%	3,046,258	-278,559	2024-12-31
T. Rowe Price Associates, Inc.	1.778%	0.748%	3,024,160	22,442	2023-09-30
Citadel Advisors Llc	1.524%	1,665.920%	2,544,342	2,400,262	2024-12-31
Goldman Sachs Group Inc	1.505%	74.711%	2,513,775	1,074,958	2024-12-31
Frontier Capital Management CO Inc	1.498%	34.470%	2,501,876	641,328	2024-12-31
Amundi	1.456%	8.634%	2,426,127	192,814	2024-03-31
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	1.426%	36.900%	2,421,496	652,691	2022-12-31
Moore Capital Management, LP	1.411%	98.262%	2,397,312	1,188,146	2023-06-30
Millennium Management LLC	1.427%	-29.456%	2,378,457	-993,136	2024-09-30
Eventide Asset Management, LLC	1.372%	-5.043%	2,332,576	-123,886	2023-09-30
Driehaus Capital Management LLC	1.351%	151.846%	2,294,192	1,383,243	2022-12-31
FMR Inc	1.363%	14.719%	2,293,287	294,240	2024-03-31
Morgan Stanley - Brokerage Accounts	1.354%	85.828%	2,261,537	1,044,534	2024-12-31
NORGES BANK	1.351%	-24.117%	2,255,335	-716,796	2024-12-31
Verition Fund Managegment, LLC	1.350%	938.318%	2,251,093	2,034,291	2024-09-30
ClearBridge Advisors, LLC	1.334%	-46.483%	2,223,575	-1,931,322	2024-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.317%	365.150%	2,194,794	1,722,947	2024-06-30
Handelsbanken Fonder AB	1.305%	-19.656%	2,178,623	-532,980	2024-12-31
SIR Capital Management, L.P.	1.269%	-3.341%	2,162,045	-74,736	2024-03-31
Electron Capital Partners, LLC	1.804%	40.960%	2,084,183	605,620	2022-09-30
Redwood Grove Capital, LLC	1.230%	12.816%	2,054,273	233,373	2024-12-31
Trexquant Investment LP	1.198%	40.036%	2,000,551	571,956	2024-12-31
Invenomic Capital Management, LP	1.180%	-5.286%	1,967,135	-109,785	2024-09-30
William Blair Investment Management, LLC	1.161%	1.979%	1,935,817	37,565	2024-09-30
Ameriprise Financial Inc	1.129%	45.340%	1,882,420	587,235	2024-12-31
BAMCO Inc	1.059%	0.000%	1,800,000	0	2023-06-30
Artisan Partners Limited Partnership	1.016%	-1.684%	1,727,014	-29,589	2023-06-30
Kornitzer Capital Management Inc	1.028%	37.181%	1,166,805	316,247	2022-06-30
Northern Trust Corp	1.028%	93.791%	1,166,757	564,686	2022-06-30
Park West Asset Management LLC	1.004%	0.000%	1,139,984	1,139,984	2022-06-30

Mutual Fund Ownership

BGF Sustainable Energy A2 is the biggest individual fund holder of Shoals Technologies Group Inc (SHLS), owning a total of 13.3 million shares. Combined, the top 47 mutual fund holders of SHLS own 80.18% of the company with a total of 132.4 million shares.

In the latest ownership report on February 28th 2025, the top 47 fund holders increased their combined ownership of SHLS by 235 thousand shares. 2 funds bought 7,561 total additional shares and increased their ownership by an average of 0.12%. However 7 funds sold 243,047 total shares and decreased their ownership by an average of 2.07%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Shoals Technologies Group decreased by a net total of -235,486 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.212%	0.000%	5,363,848	0	2025-02-28
Invesco Solar ETF	2.920%	0.000%	4,876,795	0	2025-02-28
Vanguard Small Cap Index	2.606%	0.082%	4,351,156	3,546	2025-02-28
Templeton Glb Climate Change A(Ydis)EUR	2.594%	0.000%	4,331,324	0	2025-02-28
iShares Russell 2000 ETF	2.585%	-1.162%	4,316,230	-50,735	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.523%	0.158%	2,543,551	4,015	2025-02-28
iShares Global Clean Energy ETF USD Dist	1.202%	-0.206%	2,006,866	-4,146	2025-02-28
iShares Russell 2000 Growth ETF	0.889%	-0.118%	1,484,754	-1,753	2025-02-28
Vanguard Small Cap Value Index Inv	0.859%	-0.129%	1,434,489	-1,845	2025-02-28
Columbia Small Cap Value I A	0.796%	-0.539%	1,329,238	-7,200	2025-02-28
iShares Global Clean Energy ETF	0.791%	-0.689%	1,320,943	-9,168	2025-02-28
ClearBridge Select I	0.764%	-11.645%	1,276,252	-168,200	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BGF Sustainable Energy A2	7.981%	23.737%	13,328,160	2,556,819	2024-11-30
Vanguard Explorer Inv	4.278%	3.121%	7,144,397	216,232	2024-12-31
Vanguard Total Stock Mkt Idx Inv	3.212%	0.000%	5,363,848	0	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.053%	97.947%	5,192,223	2,569,182	2023-03-31
Invesco Solar ETF	2.920%	0.000%	4,876,795	0	2025-02-28
First Trust RBA Amer Indl RenaisTM ETF	2.825%	0.284%	4,814,941	13,640	2024-06-30
BNP Paribas Energy Transition C D	2.789%	0.007%	4,752,854	335	2024-04-30
Vanguard Small Cap Index	2.606%	0.082%	4,351,156	3,546	2025-02-28
Templeton Glb Climate Change A(Ydis)EUR	2.594%	0.000%	4,331,324	0	2025-02-28
iShares Russell 2000 ETF	2.585%	-1.162%	4,316,230	-50,735	2025-02-28
Pictet-Clean Energy Transition I USD	2.396%	99.773%	4,001,791	1,998,620	2025-01-31
JPM US Small Cap Core-Composite	2.196%	6.394%	3,660,319	219,983	2024-09-30
JPM Small Cap Equity-MA	2.196%	6.394%	3,660,319	219,983	2024-09-30
JPMorgan Small Cap Equity A	2.196%	0.000%	3,660,319	0	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.523%	0.158%	2,543,551	4,015	2025-02-28
T. Rowe Price US Mid-Cap Growth Equity	1.473%	-0.207%	2,454,900	-5,100	2024-06-30
T. Rowe Price Mid-Cap Growth	1.473%	-0.207%	2,454,900	-5,100	2024-06-30
Vanguard Small Cap Growth Index Inv	1.421%	0.650%	2,368,866	15,305	2024-11-30
Vanguard Extended Market Index Investor	1.374%	-0.018%	2,335,430	-417	2023-08-31
Pictet-Clean Energy I USD	1.994%	-0.908%	2,303,291	-21,106	2022-06-30
Eventide Gilead N	1.336%	0.000%	2,272,922	0	2023-09-30
Handelsbanken Hållbar Energi (A1 SEK)	1.305%	0.000%	2,178,623	0	2025-01-31
iShares Global Clean Energy ETF USD Dist	1.202%	-0.206%	2,006,866	-4,146	2025-02-28
Handelsbanken Hållbar Energi A1 SEK	1.188%	0.000%	1,979,459	0	2024-08-31
ASN Milieu & Waterfonds R	1.159%	0.000%	1,932,246	0	2024-12-31
AB Small Cap Growth A	1.136%	-3.582%	1,931,294	-71,755	2023-10-31
ERSTE WWF Stock Environment EUR R01 T	1.133%	0.581%	1,892,307	10,923	2025-01-31
Allspring Growth Inst	1.093%	-3.877%	1,859,390	-75,000	2023-10-31
Schroder ISF Glbl Engy Tnstn E Acc USD	1.095%	0.000%	1,842,830	0	2024-04-30
UBS (Lux) ES L/T Thms $Q	1.074%	0.000%	1,825,519	0	2023-05-31
JPMorgan Small Cap Growth A	1.062%	0.000%	1,805,967	0	2023-09-30
Baron Opp. Small Cap Growth Strategy	1.060%	0.000%	1,800,000	0	2023-06-30
Baron Small Cap Retail	1.057%	0.000%	1,800,000	0	2023-12-31
Fidelity Small Cap Index	1.012%	-3.686%	1,689,583	-64,654	2024-12-31
ClearBridge Small Cap Growth A	0.986%	-42.491%	1,642,400	-1,213,500	2024-06-30
ClearBridge Small Cap Growth	0.976%	-25.451%	1,642,400	-560,700	2024-06-30
iShares Russell 2000 Growth ETF	0.889%	-0.118%	1,484,754	-1,753	2025-02-28
Vanguard Small Cap Value Index Inv	0.859%	-0.129%	1,434,489	-1,845	2025-02-28
T. Rowe Price Small-Cap Value	1.184%	-0.401%	1,367,039	-5,500	2022-09-30
Columbia Small Cap Value I	0.800%	7.713%	1,336,438	95,700	2025-01-31
Columbia Small Cap Value I A	0.796%	-0.539%	1,329,238	-7,200	2025-02-28
iShares Global Clean Energy ETF	0.791%	-0.689%	1,320,943	-9,168	2025-02-28
ClearBridge Select I	0.764%	-11.645%	1,276,252	-168,200	2025-02-28
ERSTE GREEN INVEST EUR R01 A	0.764%	1.103%	1,276,098	13,923	2025-01-31
Impax Specialists Strategy Composite	0.759%	0.000%	1,267,175	1,267,175	2024-12-31
Federated Hermes MDT SCC Institutional	0.742%	0.000%	1,238,512	0	2024-12-31
T. Rowe Price Small-Cap Stock	0.875%	-0.551%	1,010,839	-5,600	2022-09-30