| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 9.6% | -49% | $54,423,614 | -$53,650,539 | 15,960,004 | -50% | BlackRock, Inc. | 31 Jan 2025 |
| VANGUARD GROUP INC | 8.2% | -21% | $46,896,963 | -$11,630,855 | 13,752,775 | -20% | The Vanguard Group | 31 Mar 2025 |
| Encompass Capital Advisors LLC | 7.9% | +48% | $90,319,478 | +$27,497,648 | 13,204,602 | +44% | Encompass Capital Advisors LLC | 30 Jun 2025 |
| BlackRock Portfolio Management LLC | 7.5% | -21% | $92,929,870 | -$25,944,722 | 12,541,143 | -22% | BlackRock Portfolio Management LLC | 30 Sep 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | 3% | -74% | $37,510,900 | -$91,449,977 | 5,062,268 | -71% | Wellington Management Group LLP | 30 Sep 2025 |
| Clearbridge Investments, LLC | 1.3% | $7,582,391 | 2,223,575 | Clearbridge Investments, LLC | 30 Sep 2024 |
As of 30 Sep 2025, 233 institutional investors reported holding 179,941,039 shares of Shoals Technologies Group, Inc. - Class A Stock (SHLS). This represents 108% of the company’s total 167,215,240 outstanding shares.
The largest institutional shareholders of Shoals Technologies Group, Inc. - Class A Stock (SHLS) together control 84% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17% | 27,705,220 | -11% | 0% | $205,295,679 |
| VANGUARD GROUP INC | 7.9% | 13,190,006 | +2.3% | 0% | $97,737,944 |
| Encompass Capital Advisors LLC | 7.1% | 11,863,507 | -10% | 4% | $87,908,587 |
| PECONIC PARTNERS LLC | 4.2% | 7,054,803 | +1.1% | 1.4% | $52,276,090 |
| STATE STREET CORP | 3.5% | 5,789,219 | -0.22% | 0% | $42,898,113 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3.5% | 5,787,937 | -26% | 0.11% | $42,888,000 |
| Invesco Ltd. | 3.3% | 5,553,821 | +13% | 0.01% | $41,153,814 |
| Pictet Asset Management Holding SA | 3.1% | 5,243,475 | -1.3% | 0.04% | $38,854,150 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3% | 5,068,269 | +3828% | 0% | $37,557,000 |
| T. Rowe Price Investment Management, Inc. | 2.8% | 4,761,501 | +1.8% | 0.02% | $35,283,000 |
| Erste Asset Management GmbH | 2.7% | 4,516,372 | +44% | 0.33% | $33,872,790 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.5% | 4,234,868 | -76% | 0.01% | $31,380,372 |
| CITADEL ADVISORS LLC | 2.5% | 4,214,857 | +76% | 0.03% | $31,232,091 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 4,194,155 | -0.46% | 0% | $31,082,662 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2% | 3,407,848 | +83% | 0.02% | $25,252,154 |
| UBS Group AG | 2% | 3,272,584 | +84% | 0% | $24,249,847 |
| AMERICAN CENTURY COMPANIES INC | 1.9% | 3,244,717 | +18% | 0.01% | $24,043,353 |
| Yaupon Capital Management LP | 1.9% | 3,219,416 | +280% | 1.2% | $23,855,873 |
| Redwood Grove Capital, LLC | 1.7% | 2,886,422 | -12% | 6.1% | $21,388,387 |
| Handelsbanken Fonder AB | 1.7% | 2,851,142 | +26% | 0.07% | $21,127,000 |
| DIMENSIONAL FUND ADVISORS LP | 1.5% | 2,530,453 | +35% | 0% | $18,752,103 |
| RENAISSANCE TECHNOLOGIES LLC | 1.4% | 2,402,500 | +23% | 0.02% | $17,802,525 |
| GOLDMAN SACHS GROUP INC | 1.4% | 2,317,389 | -26% | 0% | $17,171,852 |
| AMERIPRISE FINANCIAL INC | 1.4% | 2,298,238 | +36% | 0% | $17,029,944 |
| Amundi | 1.3% | 2,099,053 | +858% | 0.01% | $15,830,437 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,447,019 | $12,254,528 | +$7,838,635 | $8.50 | 11 |
| 2025 Q3 | 179,941,039 | $1,334,232,606 | -$23,595,055 | $7.41 | 233 |
| 2025 Q2 | 185,134,981 | $789,073,294 | +$76,309,114 | $4.25 | 217 |
| 2025 Q1 | 171,144,184 | $567,588,025 | -$44,170,854 | $3.32 | 212 |
| 2024 Q4 | 170,764,621 | $945,363,055 | +$13,174,596 | $5.53 | 219 |
| 2024 Q3 | 165,098,277 | $925,198,103 | -$201,573,841 | $5.61 | 234 |
| 2024 Q2 | 194,325,696 | $1,212,993,622 | -$102,176,250 | $6.24 | 246 |
| 2024 Q1 | 193,965,814 | $2,170,629,112 | -$20,758,884 | $11.18 | 267 |
| 2023 Q4 | 5,293,926 | $82,894,649 | -$1,454,954 | $15.54 | 5 |
| 2023 Q3 | 179,634,098 | $3,277,844,778 | +$140,419,323 | $18.25 | 288 |
| 2023 Q2 | 173,957,449 | $4,430,175,519 | +$86,687,011 | $25.56 | 276 |
| 2023 Q1 | 170,092,053 | $3,875,605,800 | +$637,826,103 | $22.79 | 277 |
| 2022 Q4 | 141,676,190 | $3,495,578,372 | +$783,386,232 | $24.67 | 269 |
| 2022 Q3 | 108,041,581 | $2,328,719,037 | -$319,129,244 | $21.55 | 208 |
| 2022 Q2 | 113,595,908 | $1,870,848,228 | +$114,835,111 | $16.48 | 187 |
| 2022 Q1 | 107,724,858 | $1,836,259,484 | -$82,826,529 | $17.04 | 181 |
| 2021 Q4 | 109,142,957 | $2,652,775,188 | +$1,205,481 | $24.30 | 159 |
| 2021 Q3 | 106,979,179 | $2,984,304,945 | -$19,244,546 | $27.88 | 160 |
| 2021 Q2 | 107,025,275 | $3,797,416,622 | +$645,105,195 | $35.50 | 151 |
| 2021 Q1 | 88,499,237 | $3,078,014,292 | +$3,077,986,583 | $34.78 | 139 |
| 2020 Q4 | 584 | $20,000 | $0 | $34.25 | 1 |