DaveManuel.com · Institutional Ownership · Who Owns It
SHOALS TECHNOLOGIES GROUP IN (SHLS)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
285
Reporting holders
$1.9B
Reported value
5.3%
Calls
1.4%
Puts
+10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $284.4M | 28,727,968 | 0.00% | 8q | +44.7%+$87.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $213.9M | 21,602,202 | 0.02% | 22q | +10.2%+$19.9M |
| 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 |
| T. Rowe Price Investment Management, Inc. | $59.8M | 6,037,171 | 0.04% | 6q | +20.0%+$10.0M |
| 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 |
| Handelsbanken Fonder AB | $37.3M | 3,766,966 | 0.11% | 19q | +31.9%+$9.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $28.7M incl. $25.3M options CALL+PUT | 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 CALL+PUT | 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 | -17.1%-$3.9M |
| 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 CALL | options only | 2.56% | 2q | OPTIONS |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.9M | 1,407,162 | 0.00% | 22q | +2.3%+$317.3K |
| JANE STREET GROUP, LLC | $13.8M incl. $13.4M options CALL+PUT | 36,542 | 0.00% | 15q | HELD |
| CITADEL ADVISORS LLC | $13.5M incl. $9.0M options CALL+PUT | 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 incl. $34.6K options CALL | 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 CALL+PUT | 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 incl. $5.0M options CALL+PUT | 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% | 21q | -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 CALL+PUT | 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 incl. $3.7M options CALL+PUT | 34,915 | 0.03% | 3q | -50.2%-$4.1M |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | $4.0M CALL | 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 CALL+PUT | 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 incl. $1.8M options CALL | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.9M | 194,632 | 0.00% | 22q | -2.6%-$52.2K |
| Aperture Investors, LLC | $1.9M CALL | options only | 0.17% | new | OPTIONS |
| D. E. Shaw & Co., Inc. | $1.8M incl. $436.6K options CALL | 142,207 | 0.00% | 20q | +217.1%+$1.3M |
| Round Rock Advisors LLC | $1.8M | 185,927 | 0.24% | 4q | +14.1%+$227.4K |
| Cambridge Investment Research Advisors, Inc. | $1.8M | 183,492 | 0.00% | new | NEW |
| 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 | +133.1%+$951.0K |
| SG Americas Securities, LLC | $1.7M | 166,980 | 0.00% | 5q | -6.1%-$107.4K |
| 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 |
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 |
|---|---|---|---|
| 2026-10-30 | 13G | First Trust Portfolios L.P.with 2 co-filers | 5.9% |
| 2026-10-27 | 13G | BlackRock Portfolio Management LLC | 6.6% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-31 | 2026-08-28 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-08 | Bardos Dominic | Chief Financial Officer | Sold | 54,449 | $461.7K |
| 2026-06-16 | King Bobbie Lee Jr | Chief Legal Officer | Sold | 10,000 | $104.1K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 49 | $23.3M | 2,916,881 | 11 | 15 | 12 | 0.0% |
| Q2 2026 | 285 | $1.9B | 176,075,460 | 52 | 89 | 89 | 6.7% |
| Q1 2026 | 275 | $1.2B | 179,189,028 | 56 | 85 | 80 | 4.5% |
| Q4 2025 | 275 | $1.6B | 184,869,672 | 65 | 84 | 79 | 2.9% |
| Q3 2025 | 245 | $1.4B | 180,653,109 | 47 | 67 | 85 | 4.7% |
| Q2 2025 | 228 | $821.2M | 185,975,504 | 46 | 71 | 80 | 3.5% |
| Q1 2025 | 223 | $585.1M | 173,822,924 | 43 | 71 | 65 | 1.4% |
| Q4 2024 | 228 | $963.5M | 171,512,520 | 32 | 73 | 81 | 1.4% |
| Q3 2024 | 240 | $996.7M | 173,656,138 | 37 | 82 | 83 | 2.4% |
| Q2 2024 | 253 | $1.3B | 204,027,625 | 38 | 97 | 84 | 2.1% |
| Q1 2024 | 282 | $2.4B | 209,880,179 | 42 | 100 | 93 | 1.0% |
| Q4 2023 | 294 | $3.2B | 205,719,519 | 38 | 124 | 84 | 1.1% |
| Q3 2023 | 303 | $3.5B | 187,325,540 | 43 | 130 | 81 | 1.2% |
| Q2 2023 | 292 | $4.7B | 181,447,933 | 41 | 120 | 86 | 1.0% |
| Q1 2023 | 288 | $4.0B | 175,178,162 | 42 | 153 | 63 | 1.2% |
| Q4 2022 | 283 | $3.6B | 145,399,805 | 78 | 105 | 63 | 1.0% |
| Q3 2022 | 217 | $39.8B | 1,871,372,538 | 42 | 65 | 67 | 0.2% |
| Q2 2022 | 203 | $35.7B | 2,313,135,607 | 54 | 69 | 50 | 0.1% |
| Q1 2022 | 195 | $33.8B | 1,894,630,941 | 55 | 79 | 40 | 0.1% |
| Q4 2021 | 170 | $28.2B | 1,168,549,952 | 28 | 71 | 45 | 0.1% |
| Q3 2021 | 171 | $27.0B | 958,788,761 | 43 | 82 | 24 | 0.1% |
| Q2 2021 | 155 | $27.4B | 791,136,266 | 44 | 53 | 40 | 0.2% |
| Q1 2021 | 143 | $3.2B | 90,247,606 | 145 | 0 | 0 | 1.0% |
| Q4 2020 | 1 | $20.0K | 584 | 1 | 0 | 0 | 0.0% |