Shoals Technologies Group Inc

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Shoals Technologies Group Inc
TickerSHLS
CIK #0001831651
CUSIP82489W107
SectorManufacturing - Semiconductors & Related Devices
Address1400 Shoals Way, Portland, TN 37148
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Shoals Technologies Group Inc 2021-09-10 6.5 M Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001831651] 10-K
[0001831651] 10-Q
[0001831651] 3
[0001831651] 4
[0001831651] 8-K
[0001831651] D
[0001831651] SC 13D
[0001831651] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Shoals Technologies Group Inc [2026-04-30] 0.0
Price T Rowe Associates Inc /MD/ Shoals Technologies Group Inc [2026-02-17] 0.0
Encompass Capital Advisors LLC Shoals Technologies Group Inc [2025-05-15] 0.0
BlackRock Portfolio Management LLC Shoals Technologies Group Inc [2025-04-15] 0.0
Point72 Asset Management LP Shoals Technologies Group Inc [2025-04-02] 0.0
Point72 Asset Management LP Shoals Technologies Group Inc [2024-10-21] 5.1
Joho Capital LLC Shoals Technologies Group Inc [2024-05-17] 5.35
Clearbridge Investments LLC Shoals Technologies Group Inc [2024-02-09] 5.3
Wellington Management Group LLP Shoals Technologies Group Inc [2024-02-08] 7.59
Invesco Ltd Shoals Technologies Group Inc [2022-02-14] 6.7
Capital World Investors Shoals Technologies Group Inc [2022-02-11] 8.5
Vanguard Group Inc Shoals Technologies Group Inc [2022-02-10] 8.84
Clearbridge Investments LLC Shoals Technologies Group Inc [2022-02-10] 5.6
BlackRock Inc Shoals Technologies Group Inc [2021-04-12] 12.6
FMR LLC Shoals Technologies Group Inc [2021-02-10] 0.0
Price T Rowe Associates Inc /MD/ Shoals Technologies Group Inc [2021-02-10] 11.2
Solon Dean Shoals Technologies Group Inc [2021-02-05] 40.9
Oaktree Power Opportunities Fund IV Delaware Holdings LP Shoals Technologies Group Inc [2021-02-05] 40.9
Form 3/4/5 Filer 2011 - 2026
Shoals Technologies Group Inc
King Bobbie Lee Jr
Hart James Ryan
Bardos Dominic
Tolnar Jeffery
Sundberg Lori S
Daul Ty P
Forth John Bradford
Ramdev Niharika
Volpe Toni
Mills Jeannette M
Julian Robert K
Moen Kirsten
Moss Brandon
van Bibber David Sean
Lund Inez
Peetz Mehgan
Wilver Peter M
Whitaker Jason R
Solon Dean
Solon HoldCo I LLC
Solon HoldCo II LLC
Solon HoldCo III LLC
Jonna Peter Joseph
Garton Philip A
Neal Alan D
White John Joseph JR
Lee Jason J
Cannova Frank R
Oaktree Capital Holdings LLC
BAM Partners Trust
Brookfield Oaktree Holdings LLC
Oaktree Fund GP LLC
Oaktree Capital Group Holdings LP
Brookfield Asset Management Inc
Oaktree Power Opportunities Fund IV Delaware Holdings LP
Oaktree Power Opportunities Fund IV Parallel LP
Oaktree Capital Management LP
Oaktree Power Opportunities Fund IV LP
Partners Ltd
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Moss Brandon
Class A Common Stock
2026-03-04 Tax withheld 92,738 $6.14 569,411
Tolnar Jeffery
Class A Common Stock
2026-03-04 Tax withheld 23,206 $6.14 142,485
Bardos Dominic
Class A Common Stock
2026-03-04 Tax withheld 27,114 $6.14 166,480
King Bobbie Lee Jr
Class A Common Stock
2026-02-17 Grant 28,038 $0.00
van Bibber David Sean
Class A Common Stock
2026-02-17 Grant 10,515 $0.00
Bardos Dominic
Class A Common Stock
2026-02-17 Grant 64,253 $0.00
Moss Brandon
Class A Common Stock
2026-02-17 Grant 205,608 $0.00
Tolnar Jeffery
Class A Common Stock
2026-02-17 Grant 56,075 $0.00
Bardos Dominic
Class A Common Stock
2025-12-05 Sell 4,170 $7.83 32,651
Tolnar Jeffery
Class A Common Stock
2025-12-05 Sell 2,450 $7.85 19,232
Bardos Dominic
Class A Common Stock
2025-10-17 Tax withheld 1,758 $9.95 17,492
Moss Brandon
Class A Common Stock
2025-07-17 Tax withheld 9,172 $5.70 52,280
King Bobbie Lee Jr
Class A Common Stock
2025-06-16 Grant 93,634 $0.00
Ramdev Niharika
Class A Common Stock
2025-05-01 Grant 47,746 $0.00
Daul Ty P
Class A Common Stock
2025-05-01 Grant 47,746 $0.00
Forth John Bradford
Class A Common Stock
2025-05-01 Grant 74,271 $0.00
Sundberg Lori S
Class A Common Stock
2025-05-01 Grant 47,746 $0.00
Julian Robert K
Class A Common Stock
2025-05-01 Grant 47,746 $0.00
Mills Jeannette M
Class A Common Stock
2025-05-01 Grant 47,746 $0.00
Volpe Toni
Class A Common Stock
2025-05-01 Grant 47,746 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 273 158,636,549
2025-12-31 273 162,459,046
2025-09-30 243 167,558,673
2025-06-30 226 176,493,088
2025-03-31 223 172,416,720
2024-12-31 227 170,615,074
2024-09-30 241 172,125,968
2024-06-30 253 197,906,439
2024-03-31 282 196,263,798
2023-12-31 295 192,951,952
2023-09-30 302 175,523,287
2023-06-30 295 171,690,994
Form 13F Holdings
Firm Period DFND Voting Shares
Ardsley Advisory Partners LP [2026-06-30] SOLE 1,665,000 1,665,000
Swedbank AB [2026-06-30] DFND 1,315,800 1,315,800
Cidel Asset Management Inc [2026-06-30] SOLE 131,340 131,340
Viking Fund Management LLC [2026-06-30] SOLE 100,000 100,000
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 498 63,570
Mirador Capital Partners LP [2026-06-30] SOLE 58,020 58,020
Assenagon Asset Management SA [2026-06-30] SOLE 30,697 30,697
Merit Financial Group LLC [2026-06-30] OTR 0 7,860
Alaska Retirement Management Board [2026-06-30] SOLE 7,298 7,298
Handelsbanken Fonder AB [2026-06-30] SOLE 0 3,766
Merit Financial Group LLC [2026-06-30] SOLE 6 2,154
Gamma Investing LLC [2026-06-30] DFND 1,971 1,971
Farther Finance Advisors LLC [2026-06-30] SOLE 0 782
Corecap Advisors LLC [2026-06-30] SOLE 0 400
Trium Capital LLP [2026-06-30] SOLE 246 246
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 243 243
Toth Financial Advisory Corp [2026-06-30] SOLE 0 200
Swedbank AB [2026-06-30] SOLE 145 145
Versant Capital Management Inc [2026-06-30] SOLE 120 120
IFP Advisors LLC [2026-06-30] SOLE 100 100
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 44
True Wealth Design LLC [2026-06-30] SOLE 0 39
FNY Investment Advisers LLC [2026-06-30] DFND 25 25
Hughes Financial Services LLC [2026-06-30] SOLE 1 1
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