SHLS Institutional Ownership
Shoals Technologies Group, Inc.
1W: +0.4%
1M: -1.7%
3M: -14.1%
YTD: -19.2%
1Y: -28.9%
3Y: -51.7%
5Y: -73.4%
$7.47
+0.14 (+1.91%)
Weekly Expected Move ±8.8%
$6
$7
$8
$8
$9
Credit Risk of going bust: higher than 78% of companies Debt: 15.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.22 (down 97%), Shoals Technologies Group, Inc. would be worth roughly what it owes.
Total debt $233.8M against a stock market value of $1.23B.
Distance to default 2.78 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $116.9M (short-term plus half of long-term), stock volatility 85.5%; Altman Z 3.05. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.22 (down 97%), Shoals Technologies Group, Inc. would be worth roughly what it owes.
Total debt $233.8M against a stock market value of $1.23B.
Distance to default 2.78 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $116.9M (short-term plus half of long-term), stock volatility 85.5%; Altman Z 3.05. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SHLS
323
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
53
New Positions
94
Increased
130
Reduced
41
Closed
0.43
Put/Call Ratio
Ownership Trends
Top Institutional Holders (370 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 28,727,968 | $211M | +8,880,712 | +44.7% | 8Q | SEC ↗ |
| 2 | PRICE T ROWE ASSOCIATES INC /MD | 21,602,202 | $158M | +2,007,012 | +10.2% | 16Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 7,435,246 | $55M | +73,905 | +1.0% | 2Q | SEC ↗ |
| 4 | Invesco Ltd. | 7,157,142 | $52M | -619,546 | -8.0% | 22Q | SEC ↗ |
| 5 | STATE STREET CORP | 6,052,905 | $44M | +43,997 | +0.7% | 22Q | SEC ↗ |
| 6 | T. Rowe Price Investment Management, I | 6,037,171 | $44M | +1,005,269 | +20.0% | 6Q | SEC ↗ |
| 7 | Amundi | 5,374,593 | $39M | -360,225 | -6.3% | 20Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 4,745,938 | $35M | +186,631 | +4.1% | 22Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 4,590,497 | $34M | +321,703 | +7.5% | 16Q | SEC ↗ |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,500,168 | $33M | -1,387,304 | -23.6% | 2Q | SEC ↗ |
| 11 | BNP PARIBAS ASSET MANAGEMENT Holding S | 4,276,470 | $31M | -1,057,082 | -19.8% | 5Q | SEC ↗ |
| 12 | Greenvale Capital LLP NEW | 4,250,000 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Handelsbanken Fonder AB | 3,766,966 | $28M | +912,093 | +31.9% | 19Q | SEC ↗ |
| 14 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2,889,908 | $21M | -1,750,528 | -37.7% | 5Q | SEC ↗ |
| 15 | Pictet Asset Management Holding SA | 2,839,736 | $21M | +89,248 | +3.2% | 12Q | SEC ↗ |
| 16 | UBS Group AG | 2,732,435 | $20M | +857,979 | +45.8% | 22Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 2,324,998 | $17M | -241,447 | -9.4% | 22Q | SEC ↗ |
| 18 | ACK Asset Management LLC NEW | 2,255,000 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 1,926,830 | $14M | -397,963 | -17.1% | 16Q | SEC ↗ |
| 20 | Redwood Grove Capital, LLC | 1,760,722 | $13M | -1,276,700 | -42.0% | 10Q | SEC ↗ |
| 21 | MORGAN STANLEY | 1,749,628 | $13M | +114,688 | +7.0% | 22Q | SEC ↗ |
| 22 | ROYCE & ASSOCIATES LP | 1,723,952 | $13M | +233,920 | +15.7% | 7Q | SEC ↗ |
| 23 | ARDSLEY ADVISORY PARTNERS LP | 1,665,000 | $12M | -595,000 | -26.3% | 6Q | SEC ↗ |
| 24 | VOYA INVESTMENT MANAGEMENT LLC | 1,627,824 | $12M | -170,581 | -9.5% | 22Q | SEC ↗ |
| 25 | Woodson Capital Management, LP | 1,600,000 | $12M | -400,000 | -20.0% | 2Q | SEC ↗ |
| 26 | HEARTLAND ADVISORS INC | 1,466,050 | $11M | +409,875 | +38.8% | 2Q | SEC ↗ |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,407,162 | $10M | +32,053 | +2.3% | 15Q | SEC ↗ |
| 28 | Sixth Street Partners Management Compa NEW | 1,407,162 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Swedbank AB | 1,315,945 | $10M | +216,500 | +19.7% | 18Q | SEC ↗ |
| 30 | FIRST TRUST ADVISORS LP | 1,299,894 | $10M | -6,004,170 | -82.2% | 21Q | SEC ↗ |
| 31 | Nishkama Capital, LLC | 1,284,065 | $9M | -710,094 | -35.6% | 3Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 1,279,425 | $9M | -342,367 | -21.1% | 15Q | SEC ↗ |
| 33 | FRANKLIN RESOURCES INC | 1,265,277 | $9M | -385,468 | -23.4% | 22Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 1,197,853 | $9M | +95,546 | +8.7% | 2Q | SEC ↗ |
| 35 | AQR CAPITAL MANAGEMENT LLC | 1,185,780 | $9M | +132,612 | +12.6% | 15Q | SEC ↗ |
| 36 | SILVERCREST ASSET MANAGEMENT GROUP LLC NEW | 1,123,547 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Centiva Capital, LP | 1,106,278 | $8M | +3,650 | +0.3% | 3Q | SEC ↗ |
| 38 | Raiffeisen Bank International AG | 950,000 | $7M | — | +0.0% | 7Q | SEC ↗ |
| 39 | Pier Capital, LLC | 948,433 | $7M | -316 | -0.0% | 3Q | SEC ↗ |
| 40 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 946,744 | $7M | -1,782,254 | -65.3% | 4Q | SEC ↗ |
| 41 | Erste Asset Management GmbH | 935,609 | $7M | -719 | -0.1% | 21Q | SEC ↗ |
| 42 | WESTWOOD HOLDINGS GROUP INC | 926,734 | $7M | +295,391 | +46.8% | 3Q | SEC ↗ |
| 43 | RENAISSANCE TECHNOLOGIES LLC | 839,000 | $6M | +817,300 | +3766.4% | 7Q | SEC ↗ |
| 44 | Trexquant Investment LP NEW | 797,856 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 45 | JUPITER ASSET MANAGEMENT LTD | 793,968 | $6M | -503,481 | -38.8% | 3Q | SEC ↗ |
| 46 | STOREBRAND ASSET MANAGEMENT AS | 714,154 | $5M | -83,742 | -10.5% | 21Q | SEC ↗ |
| 47 | BANK OF AMERICA CORP /DE | 660,690 | $5M | -85,734 | -11.5% | 15Q | SEC ↗ |
| 48 | RICE HALL JAMES & ASSOCIATES, LLC NEW | 650,383 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Palo Duro Investment Partners, LP | 647,469 | $5M | -996,220 | -60.6% | 4Q | SEC ↗ |
| 50 | SORA INVESTORS LLC | 609,206 | $4M | +441,206 | +262.6% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Greenvale Capital LLP | 4,250,000 | $31M |
| ACK Asset Management LLC | 2,255,000 | $17M |
| Sixth Street Partners Management Co | 1,407,162 | $10M |
| SILVERCREST ASSET MANAGEMENT GROUP | 1,123,547 | $8M |
| Trexquant Investment LP | 797,856 | $6M |
| RICE HALL JAMES & ASSOCIATES, LLC | 650,383 | $5M |
| Aventail Capital Group, LP | 567,790 | $4M |
| Oribel Capital Management, LP | 419,500 | $3M |
| SCALAR GAUGE MANAGEMENT, LLC | 250,000 | $2M |
| Jupiter Topco LLC | 155,075 | $1M |
| NORGES BANK | 151,251 | $1M |
| State of New Jersey Common Pension | 106,369 | $780K |
| Cambridge Investment Research Advis | 91,746 | $673K |
| WINTON GROUP Ltd | 80,200 | $588K |
| MYDA Advisors LLC | 79,500 | $583K |
| Richard Bernstein Advisors LLC | 78,632 | $577K |
| Mirador Capital Partners LP | 58,020 | $426K |
| MGO ONE SEVEN LLC | 49,342 | $362K |
| JANE STREET GROUP, LLC | 36,542 | $268K |
| TD Asset Management Inc | 33,544 | $246K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Encompass Capital Advisors LLC | 4,823,369 | $35M |
| Castle Hook Partners LP | 4,717,105 | $35M |
| Yaupon Capital Management LP | 1,558,888 | $11M |
| Telemark Asset Management, LLC | 1,500,000 | $11M |
| Point72 Asset Management, L.P. | 1,416,205 | $10M |
| Driehaus Capital Management LLC | 1,400,869 | $10M |
| MARSHALL WACE, LLP | 844,255 | $6M |
| Hel Ved Capital Management Ltd | 807,050 | $6M |
| Freestone Grove Partners LP | 784,559 | $6M |
| PEREGRINE CAPITAL MANAGEMENT LLC | 778,874 | $6M |
| KR Capital LP | 732,064 | $5M |
| 4D Advisors, LLC | 500,000 | $4M |
| Granahan Investment Management, LLC | 363,482 | $3M |
| Skandinaviska Enskilda Banken AB (p | 341,346 | $3M |
| TWO SIGMA INVESTMENTS, LP | 330,888 | $2M |
| Electron Capital Partners, LLC | 301,216 | $2M |
| SOROS FUND MANAGEMENT LLC | 288,976 | $2M |
| Baird Financial Group, Inc. | 288,840 | $2M |
| TUDOR INVESTMENT CORP ET AL | 274,387 | $2M |
| NOMURA ASSET MANAGEMENT INTERNATION | 216,015 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +8,880,712 | +44.7% | 28,727,968 |
| PRICE T ROWE ASSOCIATES INC /MD | +2,007,012 | +10.2% | 21,602,202 |
| T. Rowe Price Investment Management | +1,005,269 | +20.0% | 6,037,171 |
| Handelsbanken Fonder AB | +912,093 | +31.9% | 3,766,966 |
| UBS Group AG | +857,979 | +45.8% | 2,732,435 |
| RENAISSANCE TECHNOLOGIES LLC | +817,300 | +3766.4% | 839,000 |
| STANSBERRY ASSET MANAGEMENT, LLC | +472,481 | +547.1% | 558,849 |
| SORA INVESTORS LLC | +441,206 | +262.6% | 609,206 |
| HEARTLAND ADVISORS INC | +409,875 | +38.8% | 1,466,050 |
| DIMENSIONAL FUND ADVISORS LP | +321,703 | +7.5% | 4,590,497 |
| Squarepoint Ops LLC | +295,484 | +410.9% | 367,387 |
| WESTWOOD HOLDINGS GROUP INC | +295,391 | +46.8% | 926,734 |
| ROYCE & ASSOCIATES LP | +233,920 | +15.7% | 1,723,952 |
| Swedbank AB | +216,500 | +19.7% | 1,315,945 |
| DARK FOREST CAPITAL MANAGEMENT LP | +209,191 | +610.3% | 243,465 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +192,708 | +135.7% | 334,755 |
| GEODE CAPITAL MANAGEMENT, LLC | +186,631 | +4.1% | 4,745,938 |
| Tidal Investments LLC | +177,223 | +91.3% | 371,409 |
| Defiance ETFs, LLC | +171,563 | +91.8% | 358,402 |
| IMC-Chicago, LLC | +165,416 | +109.4% | 316,550 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIRST TRUST ADVISORS LP | -6,004,170 | -82.2% | 1,299,894 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -1,782,254 | -65.3% | 946,744 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -1,750,528 | -37.7% | 2,889,908 |
| CenterBook Partners LP | -1,647,095 | -79.5% | 425,534 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -1,387,304 | -23.6% | 4,500,168 |
| CITADEL ADVISORS LLC | -1,331,063 | -74.9% | 445,442 |
| Redwood Grove Capital, LLC | -1,276,700 | -42.0% | 1,760,722 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | -1,057,082 | -19.8% | 4,276,470 |
| Palo Duro Investment Partners, LP | -996,220 | -60.6% | 647,469 |
| Nishkama Capital, LLC | -710,094 | -35.6% | 1,284,065 |
| AMERICAN CENTURY COMPANIES INC | -659,300 | -55.6% | 526,219 |
| Invesco Ltd. | -619,546 | -8.0% | 7,157,142 |
| ARDSLEY ADVISORY PARTNERS LP | -595,000 | -26.3% | 1,665,000 |
| Walleye Capital LLC | -546,091 | -93.6% | 37,581 |
| CITIGROUP INC | -504,832 | -79.7% | 128,417 |
| JUPITER ASSET MANAGEMENT LTD | -503,481 | -38.8% | 793,968 |
| Atom Investors LP | -425,530 | -89.6% | 49,541 |
| Woodson Capital Management, LP | -400,000 | -20.0% | 1,600,000 |
| AMERIPRISE FINANCIAL INC | -397,963 | -17.1% | 1,926,830 |
| FRANKLIN RESOURCES INC | -385,468 | -23.4% | 1,265,277 |