Who owns Shoals Technologies Group (SHLS)
Which tracked institutional funds hold SHLS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHLS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
92 tracked funds added or opened SHLS while 53 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SHLS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SHLS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SHLS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 258 tracked filers holding SHLS, 142 increased or opened the position and 143 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SHLS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- Greenvale Capital LLP$42M
- ACK Asset Management LLC$22M
- SILVERCREST ASSET MANAGEMENT GROUP LLC$11M
- Trexquant Investment LP$8M
- RICE HALL JAMES & ASSOCIATES, LLC$6M
- Aventail Capital Group, LP$6M
Full exits 24
- Amundi$38M
- T. Rowe Price Investment Management, Inc.$33M
- Handelsbanken Fonder AB$19M
- Point72 Asset Management, L.P.$9M
- MARSHALL WACE, LLP$6M
- Freestone Grove Partners LP$5M
Largest adds
- BlackRock, Inc.$154M
- PRICE T ROWE ASSOCIATES INC /MD/$85M
- VANGUARD CAPITAL MANAGEMENT LLC$25M
- Invesco Ltd.$20M
- STATE STREET CORP$20M
- DIMENSIONAL FUND ADVISORS LP$17M
Largest trims
- FIRST TRUST ADVISORS LP$35M
- CenterBook Partners LP$9M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9M
- CITADEL ADVISORS LLC$6M
- Palo Duro Investment Partners, LP$4M
- NORGES BANK$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 28,727,968 | $284M | 18.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 21,602,202 | $214M | 13.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 7,435,246 | $74M | 4.8% | 2026-Q2 |
| Invesco Ltd. trimmed | 7,157,142 | $71M | 4.6% | 2026-Q2 |
| STATE STREET CORP added | 6,052,905 | $60M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,745,938 | $47M | 3.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,590,497 | $45M | 2.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 4,500,168 | $45M | 2.9% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 4,276,470 | $42M | 2.7% | 2026-Q2 |
| Greenvale Capital LLP new | 4,250,000 | $42M | 2.7% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 2,889,908 | $29M | 1.8% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 2,839,736 | $28M | 1.8% | 2026-Q2 |
| UBS Group AG added | 2,732,435 | $27M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 2,324,998 | $23M | 1.5% | 2026-Q2 |
| ACK Asset Management LLC new | 2,255,000 | $22M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,926,830 | $19M | 1.2% | 2026-Q2 |
| Redwood Grove Capital, LLC trimmed | 1,760,722 | $17M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 1,749,628 | $17M | 1.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,723,952 | $17M | 1.1% | 2026-Q2 |
| ARDSLEY ADVISORY PARTNERS LP trimmed | 1,665,000 | $16M | 1.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,627,824 | $16M | 1.0% | 2026-Q2 |
| Woodson Capital Management, LP trimmed | 1,600,000 | $16M | 1.0% | 2026-Q2 |
| HEARTLAND ADVISORS INC added | 1,466,050 | $15M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,407,162 | $14M | 0.9% | 2026-Q2 |
| Swedbank AB added | 1,315,945 | $13M | 0.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,299,894 | $13M | 0.8% | 2026-Q2 |
| Nishkama Capital, LLC trimmed | 1,284,065 | $13M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,279,425 | $13M | 0.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,265,277 | $13M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,197,853 | $12M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,185,780 | $12M | 0.8% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC new | 1,123,547 | $11M | 0.7% | 2026-Q2 |
| Centiva Capital, LP added | 1,106,278 | $11M | 0.7% | 2026-Q2 |
| Raiffeisen Bank International AG | 950,000 | $9M | 0.6% | 2026-Q2 |
| Pier Capital, LLC trimmed | 948,433 | $9M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 946,744 | $9M | 0.6% | 2026-Q2 |
| Erste Asset Management GmbH trimmed | 935,609 | $9M | 0.6% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC added | 926,734 | $9M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 839,000 | $8M | 0.5% | 2026-Q2 |
| Trexquant Investment LP added | 797,856 | $8M | 0.5% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 793,968 | $8M | 0.5% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 714,154 | $7M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 660,690 | $7M | 0.4% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC new | 650,383 | $6M | 0.4% | 2026-Q2 |
| Palo Duro Investment Partners, LP trimmed | 647,469 | $6M | 0.4% | 2026-Q2 |
| SORA INVESTORS LLC added | 609,206 | $6M | 0.4% | 2026-Q2 |
| CREDIT AGRICOLE S A | 607,589 | $6M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 605,555 | $6M | 0.4% | 2026-Q2 |
| Aventail Capital Group, LP new | 567,790 | $6M | 0.4% | 2026-Q2 |
| STANSBERRY ASSET MANAGEMENT, LLC added | 558,849 | $6M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 545,464 | $5M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 526,219 | $5M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 448,745 | $4M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 445,442 | $4M | 0.3% | 2026-Q2 |
| CenterBook Partners LP trimmed | 425,534 | $4M | 0.3% | 2026-Q2 |
| Oribel Capital Management, LP new | 419,500 | $4M | 0.3% | 2026-Q2 |
| DNB Asset Management AS trimmed | 373,569 | $4M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 371,409 | $4M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 367,387 | $4M | 0.2% | 2026-Q2 |
| Defiance ETFs, LLC added | 358,402 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 336,600 | $3M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 334,755 | $3M | 0.2% | 2026-Q2 |
| IMC-Chicago, LLC added | 316,550 | $3M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 312,016 | $3M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 306,104 | $3M | 0.2% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 264,141 | $3M | 0.2% | 2026-Q2 |
| HUSSMAN STRATEGIC ADVISORS, INC. trimmed | 252,000 | $2M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 250,678 | $2M | 0.2% | 2026-Q2 |
| SCALAR GAUGE MANAGEMENT, LLC new | 250,000 | $2M | 0.2% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 243,465 | $2M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 233,693 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 218,490 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 194,632 | $2M | 0.1% | 2026-Q2 |
| Round Rock Advisors LLC added | 185,927 | $2M | 0.1% | 2026-Q2 |
| Torrey Growth & Income Advisors trimmed | 170,560 | $2M | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 169,532 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 168,219 | $2M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 167,434 | $1M | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 162,410 | $2M | 0.1% | 2026-Q2 |
| CoreCommodity Management, LLC trimmed | 159,991 | $2M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 155,075 | $2M | 0.1% | 2026-Q2 |
| NORGES BANK trimmed | 151,251 | $1M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 146,551 | $1M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 144,683 | $1M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 142,207 | $1M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 141,336 | $1M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 140,206 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 135,208 | $1M | 0.1% | 2026-Q2 |
| Edgestream Partners, L.P. trimmed | 135,084 | $1M | 0.1% | 2026-Q2 |
| CIDEL ASSET MANAGEMENT INC | 131,340 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 128,417 | $1M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 122,904 | $1M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 113,575 | $1M | 0.1% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 113,500 | $1M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 108,616 | $1M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D new | 106,369 | $1M | 0.1% | 2026-Q2 |
| Headlands Technologies LLC trimmed | 100,704 | $997K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 100,159 | $992K | 0.1% | 2026-Q2 |
| VIKING FUND MANAGEMENT LLC trimmed | 100,000 | $990K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 98,661 | $977K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.