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Shoals Technologies Group, Inc. (SHLS) institutional ownership

Latest close $9.78 Jul 8, 2026
Market cap$1.7B 52-week range SectorEnergy
Funds holding · Q1 2026
277
reported SHLS position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $32M
144 buyers · 133 sellers

Shoals Technologies Group, Inc. (SHLS) price and institutional activity

Dates

Q1 2026

$322M bought by 144 investors
T. Rowe Price Associates$56MArdsley Advisory Partners LP$18M +142 more
$353M sold by 133 investors
Encompass Capital Advisors LLC-$40MCastle Hook Partners LP-$39M +131 more
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Bought Sold Totals per quarter; hover a bar for the names.

Shoals Technologies Group, Inc. (SHLS) institutional activity · 277

Investor Type Est. change Change Δ Own Date
T. Rowe Price Associates · Added +$56M
Change +6.8M Date Q1 2026
T. Rowe Price Associates Added· Q1 2026 +$56M +6.8M Q1 2026
Encompass Capital Advisors LLC · Exited −$40M
Change −4.8M Δ Own −100.0% Date Q1 2026
Encompass Capital Advisors LLC Exited· Q1 2026 −$40M −4.8M −100.0% Q1 2026
Castle Hook Partners LP · Exited −$39M
Change −4.7M Δ Own −100.0% Date Q1 2026
Castle Hook Partners LP Exited· Q1 2026 −$39M −4.7M −100.0% Q1 2026
UBS Group AG · Reduced −$35M
Change −4.3M Date Q1 2026
UBS Group AG Reduced· Q1 2026 −$35M −4.3M Q1 2026
Erste Asset Management GMBH · Reduced −$23M
Change −2.8M Date Q1 2026
Erste Asset Management GMBH Reduced· Q1 2026 −$23M −2.8M Q1 2026
BlackRock · Reduced −$23M
Change −2.8M Date Q1 2026
BlackRock Reduced· Q1 2026 −$23M −2.8M Q1 2026
Ardsley Advisory Partners LP · Added +$18M
Change +2.2M Date Q1 2026
Ardsley Advisory Partners LP Added· Q1 2026 +$18M +2.2M Q1 2026
Schroder Investment Management Group · Added +$17M
Change +2.1M Date Q1 2026
Schroder Investment Management Group Added· Q1 2026 +$17M +2.1M Q1 2026
Woodson Capital Management, LP · New +$16M
Change +2.0M Date Q1 2026
Woodson Capital Management, LP New· Q1 2026 +$16M +2.0M Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −$16M −2.0M −52.7% Q1 2026
Pictet Asset Management Holding SA · Reduced −$16M
Change −2.0M Date Q1 2026
Pictet Asset Management Holding SA Reduced· Q1 2026 −$16M −2.0M Q1 2026
Invesco Ltd. · Added +$16M
Change +1.9M Δ Own +32.3% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +$16M +1.9M +32.3% Q1 2026
Yaupon Capital Management LP · Exited −$13M
Change −1.6M Δ Own −100.0% Date Q1 2026
Yaupon Capital Management LP Exited· Q1 2026 −$13M −1.6M −100.0% Q1 2026
Telemark Asset Management, LLC · Exited −$12M
Change −1.5M Δ Own −100.0% Date Q1 2026
Telemark Asset Management, LLC Exited· Q1 2026 −$12M −1.5M −100.0% Q1 2026
Point72 Asset Management, L.P. · New +$12M
Change +1.4M Date Q1 2026
Point72 Asset Management, L.P. New· Q1 2026 +$12M +1.4M Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 277

Famous investor activity in Shoals Technologies Group, Inc. (SHLS)

Shoals Technologies Group, Inc. (SHLS) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Moss Brandon · Director Tax withholding or exercise payment (F) -$94K
Price $10.30 Qty -9K Owned 1.1M ΔOwn −0.8% Trade date Jul 17, 2026 Filed date Jul 20, 2026
Moss Brandon Director Tax withholding or exercise payment (F) $10.30 -9K -$94K 1.1M −0.8% Jul 17, 2026 Jul 20, 2026
King Bobbie Lee Jr · Officer Sell −$104K
Price $10.41 Qty −10K Owned 99K Trade date Jun 16, 2026 Filed date Jun 16, 2026
King Bobbie Lee Jr Officer Sell $10.41 −10K −$104K 99K Jun 16, 2026 Jun 16, 2026
King Bobbie Lee Jr · Officer Gift (G) -1K
Owned 98K Trade date Jun 16, 2026 Filed date Jun 16, 2026
King Bobbie Lee Jr Officer Gift (G) -1K 98K Jun 16, 2026 Jun 16, 2026
King Bobbie Lee Jr · Officer Tax withholding or exercise payment (F) -$64K
Price $9.96 Qty -6K Owned 109K Trade date Jun 16, 2026 Filed date Jun 16, 2026
King Bobbie Lee Jr Officer Tax withholding or exercise payment (F) $9.96 -6K -$64K 109K Jun 16, 2026 Jun 16, 2026
King Bobbie Lee Jr · Officer Tax withholding or exercise payment (F) -$66K
Price $10.30 Qty -6K Owned 115K Trade date Jun 15, 2026 Filed date Jun 16, 2026
King Bobbie Lee Jr Officer Tax withholding or exercise payment (F) $10.30 -6K -$66K 115K Jun 15, 2026 Jun 16, 2026
Hart James Ryan · Officer Tax withholding or exercise payment (F) -$79K
Price $12.18 Qty -6K Owned 102K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Hart James Ryan Officer Tax withholding or exercise payment (F) $12.18 -6K -$79K 102K Jun 1, 2026 Jun 2, 2026
Bardos Dominic · CFO Tax withholding or exercise payment (F) -$368K
Price $12.18 Qty -30K Owned 365K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Bardos Dominic CFO Tax withholding or exercise payment (F) $12.18 -30K -$368K 365K Jun 1, 2026 Jun 2, 2026
Tolnar Jeffery · Officer Tax withholding or exercise payment (F) -$105K
Price $12.18 Qty -9K Owned 274K Trade date Jun 1, 2026 Filed date Jun 2, 2026
Tolnar Jeffery Officer Tax withholding or exercise payment (F) $12.18 -9K -$105K 274K Jun 1, 2026 Jun 2, 2026
Bardos Dominic · CFO Sell −$462K
Price $8.48 Qty −54K Owned 395K Trade date May 8, 2026 Filed date May 8, 2026
Bardos Dominic CFO Sell $8.48 −54K −$462K 395K May 8, 2026 May 8, 2026
Ramdev Niharika · Director Grant (A) 23K
Owned 96K Trade date Apr 30, 2026 Filed date May 1, 2026
Ramdev Niharika Director Grant (A) 23K 96K Apr 30, 2026 May 1, 2026
Volpe Toni · Director Grant (A) 23K
Owned 122K Trade date Apr 30, 2026 Filed date May 1, 2026
Volpe Toni Director Grant (A) 23K 122K Apr 30, 2026 May 1, 2026
Mills Jeannette M. · Director Grant (A) 23K
Owned 104K Trade date Apr 30, 2026 Filed date May 1, 2026
Mills Jeannette M. Director Grant (A) 23K 104K Apr 30, 2026 May 1, 2026
Julian Robert K. · Director Grant (A) 23K
Owned 104K Trade date Apr 30, 2026 Filed date May 1, 2026
Julian Robert K. Director Grant (A) 23K 104K Apr 30, 2026 May 1, 2026
Sundberg Lori S. · Director Grant (A) 23K
Owned 122K Trade date Apr 30, 2026 Filed date May 1, 2026
Sundberg Lori S. Director Grant (A) 23K 122K Apr 30, 2026 May 1, 2026
Forth John Bradford · Director Grant (A) 35K
Owned 599K Trade date Apr 30, 2026 Filed date May 1, 2026
Forth John Bradford Director Grant (A) 35K 599K Apr 30, 2026 May 1, 2026
15 of 27
15 of 27 Sign in to continue to older insider transactions.

Shoals Technologies Group, Inc. (SHLS) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Blackrock, Inc. 27.0M
% of shares outstanding 16.2% Filing date Nov 8, 2024
Blackrock, Inc. 27.0M 16.2% Nov 8, 2024
BlackRock Inc. 21.5M
% of shares outstanding 12.7% Filing date Jan 23, 2024
BlackRock Inc. 21.5M 12.7% Jan 23, 2024
Wellington Management Group LLP 20.5M
% of shares outstanding 12.3% Filing date Mar 7, 2025
Wellington Management Group LLP 20.5M 12.3% Mar 7, 2025
Vanguard Group Inc 16.4M
% of shares outstanding 9.6% Filing date Feb 13, 2024
Vanguard Group Inc 16.4M 9.6% Feb 13, 2024
Clearbridge Investments, LLC 9.0M
% of shares outstanding 5.3% Filing date Feb 9, 2024
Clearbridge Investments, LLC 9.0M 5.3% Feb 9, 2024
Vanguard Capital Management 8.6M
% of shares outstanding 5.1% Filing date Apr 30, 2026
Vanguard Capital Management 8.6M 5.1% Apr 30, 2026
Point72 Asset Management, L.P. 8.4M
% of shares outstanding 5.1% Filing date Oct 21, 2024
Point72 Asset Management, L.P. 8.4M 5.1% Oct 21, 2024
Invesco Ltd. 4.8M
% of shares outstanding 3.5% Filing date Feb 8, 2023
Invesco Ltd. 4.8M 3.5% Feb 8, 2023
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Shoals Technologies Group, Inc. (SHLS) ownership FAQ

Who owns SHLS?

277 reporting institutions disclosed SHLS position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.