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Of the 10 tracked institutions holding SHLS, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +4.8pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, SHLS (SHOALS TECHNOLOGIES GROUP IN) is held with a combined value of $699.27M across 72,555,328 shares. The largest holder is BlackRock, Inc. with a position worth $284.41M. 6 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$699.27M
Total Shares Held
72,555,328
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $284.41M | 0.00% | +44.7% |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $213.86M | 0.02% | +10.2% |
| 3 | VANGUARD GROUP INC | $115.55M | 0.00% | +3.1% |
| 4 | STATE STREET CORP | $59.92M | 0.00% | +0.7% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $11.74M | 0.00% | +12.6% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $8.31M | 0.01% | +3766.4% |
| 7 | CITADEL ADVISORS LLC | $4.41M | 0.00% | -74.9% |
| 8 | MILLENNIUM MANAGEMENT LLC | $634.42K | 0.00% | -82.1% |
| 9 | Gotham Asset Management, LLC | $242.25K | 0.00% | - |
| 10 | FMR LLC | $191.46K | 0.00% | -79.6% |
| Member | Type | Date |
|---|---|---|
| Josh Gottheimer | Buy | Jul 19, 2024 |
| Josh Gottheimer | Buy | Apr 15, 2024 |
| Josh Gottheimer | Sell | Mar 14, 2024 |
| Josh Gottheimer | Buy |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of SHLS with a position worth $284.41M, representing 0.00% of their portfolio. In total, 10 institutional investors hold SHLS with a combined value of $699.27M.
Institutional investors hold $699.27M worth of SHLS stock across 10 positions. The largest institutional holder is BlackRock, Inc. with $284.41M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SHLS, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SHLS positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| 2026-07-30 |
SEC Schedule 13D (activist) and 13G (passive) filings for SHLS. Filed when an investor acquires 5%+ ownership.
| Jan 11, 2024 |
| Josh Gottheimer | Sell | Dec 11, 2023 |
Last Close
$6.72
2026-09-02
YTD
-26.1%
14% of 52-week range
