| 4 | STATE STREET CORP | 6.1M | $59.9M | +0.7% | 3.608% | 0.00% |
| 5 | Amundi | 5.4M | $53.2M | -6.3% | 3.204% | 0.01% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 4.7M | $47.0M | +4.1% | 2.829% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 4.6M | $45.4M | +7.5% | 2.736% | 0.01% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.5M | $44.6M | -23.6% | 2.682% | 0.00% |
| 9 | BNP Paribas Asset Management Holding S.A. | 4.3M | $42.3M | -19.8% | 2.549% | 0.04% |
| 10 | Greenvale Capital LLP | 4.3M | $42.1M | — | 2.533% | 4.60% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.9M | $28.7M | +34.4% | 1.725% | 0.00% |
| 12 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.9M | $28.6M | -37.7% | 1.723% | 0.02% |
| 13 | Pictet Asset Management Holding SA | 2.8M | $28.1M | +3.2% | 1.693% | 0.03% |
| 14 | UBS Group AG | 2.7M | $27.1M | +45.8% | 1.629% | 0.00% |
| 15 | Caption Management, LLC | 2.4M | $23.7M | +0.5% | 1.425% | 0.11% |
| 16 | NORTHERN TRUST CORP | 2.3M | $23.0M | -9.4% | 1.386% | 0.00% |
| 17 | ACK Asset Management LLC | 2.3M | $22.3M | — | 1.344% | 2.61% |
| 18 | AMERIPRISE FINANCIAL INC | 1.9M | $19.1M | -17.1% | 1.149% | 0.00% |
| 19 | Redwood Grove Capital, LLC | 1.8M | $17.4M | -42.0% | 1.050% | 4.42% |
| 20 | MORGAN STANLEY | 1.7M | $17.3M | +7.0% | 1.043% | 0.00% |
| 21 | ROYCE & ASSOCIATES LP | 1.7M | $17.1M | +15.7% | 1.028% | 0.14% |
| 22 | ARDSLEY ADVISORY PARTNERS LP | 1.7M | $16.5M | -26.3% | 0.992% | 1.72% |
| 23 | VOYA INVESTMENT MANAGEMENT LLC | 1.6M | $16.1M | -9.5% | 0.970% | 0.01% |
| 24 | Woodson Capital Management, LP | 1.6M | $15.8M | -20.0% | 0.954% | 2.65% |
| 25 | HEARTLAND ADVISORS INC | 1.5M | $14.5M | +38.8% | 0.874% | 0.65% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SHLS — a direct measure of their conviction.
| 102.09% |
| +0.69 pp |
| $544M |
| 40% |
| Q4 2024 | 218 | 1.8% | 101.40% | +2.05 pp | $902M | 2.2% |
| Q3 2024 | 222 | — | 99.35% | — | $922M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
49 institutions opened new positions in SHLS during Q2 2026, while 39 fully exited. 178 added to existing positions and 49 trimmed.
SHLS institutional ownership fell by 0.02 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 50.0% of all reported 13F value in SHLS, and the top 25 account for 70.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Shoals Technologies Group, Inc. (SHLS) Institutional Ownership