Shoals Technologies Group Ownership | Who Owns Shoals Technologies Group?

Overview Forecast RevenueFinancials Chart Transcripts

Shoals Technologies Group Ownership Summary

Shoals Technologies Group is owned by 98.62% institutional investors, 3.08% insiders. Blackrock is the largest institutional shareholder, holding 13.60% of SHLS shares. Vanguard Explorer Inv is the top mutual fund, with 4.16% of its assets in Shoals Technologies Group shares.

SHLS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Shoals Technologies Group	98.62%	3.08%	-1.70%
Sector	Energy Stocks	59.12%	12.79%	28.09%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	23.13M	13.60%	$144.31M
Vanguard group	16.48M	9.69%	$102.81M
Wellington management group llp	11.44M	6.73%	$71.39M
Jpmorgan chase	8.89M	5.23%	$55.48M
First trust advisors lp	5.42M	3.19%	$33.83M
Invesco	5.38M	3.16%	$33.54M
State street	5.32M	3.13%	$33.17M
Morgan stanley	4.61M	2.71%	$28.74M
Clearbridge investments	4.15M	2.44%	$25.93M
Franklin resources	4.09M	2.41%	$25.52M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Redwood grove capital	1.71M	3.33%	$10.64M
Encompass capital advisors	3.75M	1.26%	$23.39M
Sir capital management	1.79M	1.11%	$11.16M
Maxi investments cy	500.00K	0.70%	$3.12M
Invenomic capital management lp	2.08M	0.63%	$12.96M
Grandeur peak global advisors	1.26M	0.63%	$7.89M
Corbyn investment management inc/md	144.80K	0.37%	$903.57K
Jade capital advisors	50.00K	0.22%	$312.00K
Viking fund management	195.00K	0.22%	$1.22M
Concentric capital strategies, lp	562.53K	0.18%	$3.51M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	23.13M	0.00%	3.48M
Morgan stanley	4.61M	0.00%	3.48M
Norges bank	2.97M	0.00%	2.97M
First trust advisors lp	5.42M	0.03%	2.88M
Millennium management	3.37M	0.01%	2.44M

Top Sellers

Holder	Shares	% Assets	Change
Joho capital	-	-	-9.64M
William blair investment management	1.90M	0.03%	-8.32M
Bnp paribas asset management	-	-	-5.10M
T. rowe price investment management	-	-	-5.01M
Clearbridge investments	4.15M	0.02%	-4.77M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.97M	0.00%	2.97M	$18.55M
Two sigma investments, lp	1.91M	0.03%	1.91M	$11.92M
M&g	1.17M	0.03%	1.17M	$7.02M
Concentric capital strategies, lp	562.53K	0.18%	562.53K	$3.51M
Maxi investments cy	500.00K	0.70%	500.00K	$3.12M

Sold Out

Holder	Change
Eversource wealth advisors	-5.00
Institutional & family asset management	-33.00
Nelson, van denburg & campbell wealth management group	-34.00
Sanctuary wealth management	-34.00
Avion wealth	-43.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	254	-4.51%	165,013,951	-13.77%	98	0.78%	121	-13.57%	84	-2.33%
Jun 30, 2024	266	-7.64%	191,358,726	-1.59%	112	0.86%	140	-1.41%	86	-13.13%
Mar 31, 2024	288	-4.95%	194,452,819	1.48%	114	0.90%	142	-18.86%	99	11.24%
Dec 31, 2023	303	-2.88%	191,616,623	6.60%	112	1.01%	175	-	89	2.30%
Sep 30, 2023	312	4.70%	179,747,023	1.62%	105	0.98%	175	4.17%	87	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Explorer Inv	6.93M	4.16%	799.11K
BGF Sustainable Energy A2	6.75M	4.05%	303.75K
Vanguard Total Stock Mkt Idx Inv	5.40M	3.24%	8.03K
iShares Russell 2000 ETF	4.41M	2.64%	-9.91K
Templeton Glb Climate Change A(Ydis)EUR	4.33M	2.60%	-
Vanguard Small Cap Index	4.28M	2.57%	8.35K
Invesco Solar ETF	3.89M	2.33%	-
JPMorgan Small Cap Equity A	3.66M	2.20%	-
JPM Small Cap Equity-MA	3.66M	2.20%	219.98K
JPM US Small Cap Core-Composite	3.66M	2.20%	219.98K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 05, 2024	Lund Inez	Chief Accounting Officer	Sell	$4.01K
Dec 05, 2024	TOLNAR JEFFERY	President	Sell	$6.09K
Dec 05, 2024	Bardos Dominic	Chief Financial Officer	Sell	$20.17K
Nov 22, 2024	Bardos Dominic	Chief Financial Officer	Buy	$70.65K
Nov 21, 2024	MOSS BRANDON	Chief Executive Officer	Buy	$101.47K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	2	3
2024 Q3	-	2
2024 Q2	-	-
2024 Q1	-	3
2023 Q4	-	3

SHLS Ownership FAQ

Who owns the most shares of Shoals Technologies Group?

Shoals Technologies Group’s largest shareholders are Blackrock (23.13M shares, 13.60%), Vanguard group (16.48M shares, 9.69%), and Wellington management group llp (11.44M shares, 6.73%). Together, they hold 30.03% of Shoals Technologies Group’s total shares outstanding.

Does Blackrock own Shoals Technologies Group?

Yes, BlackRock owns 13.60% of Shoals Technologies Group, totaling 23.13M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 144.31M$. In the last quarter, BlackRock increased its holdings by 3.48M shares, a 17.74% change.

Who is Shoals Technologies Group’s biggest shareholder by percentage of total assets invested?

Redwood grove capital is Shoals Technologies Group’s biggest shareholder by percentage of total assets invested, with 3.33% of its assets in 1.71M Shoals Technologies Group shares, valued at 10.64M$.

Who is the top mutual fund holder of Shoals Technologies Group shares?

Vanguard Explorer Inv is the top mutual fund holder of Shoals Technologies Group shares, with 4.16% of its total shares outstanding invested in 6.93M Shoals Technologies Group shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools