Company Analysis

Shoals Technologies Group, Inc. (SHLS)

Nasdaq: SHLS · Semiconductors & Related Devices · Portland, TN · filing with the SEC since 2020
Grade5.1
◀ Past 5.4● Present 5.5▶ Future 4.3

Who owns Shoals Technologies Group, Inc.

As filed with the SEC
Holders of 5% or more
4
Blackrock, Inc. holds 13.2% of Class A Stock, as its SCHEDULE 13G/A filed Jul 30, 2026 says.
Directors and officers
14
report now, of 25 people on the record since 2021. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Jul 30, 2026 · Class A Stock · 10.7% in Feb 6, 2026
13.2%
T. Rowe Price Associates, Inc.
SCHEDULE 13G/A · filed Aug 14, 2026 · COMMON STOCK · 11.1% in Mar 6, 2026
12.9%
BlackRock Portfolio Management LLC
SCHEDULE 13G · filed Oct 27, 2026 · Class A Stock · 3.8% in Jan 21, 2026
6.6%
Vanguard Capital Management
5.12%
Wellington Management Group LLP
SCHEDULE 13G/A · filed Oct 6, 2025 · Common Stock · reported falling below 5%, from 10.4% in Aug 12, 2025
under 5%
Encompass Capital Advisors LLC
SCHEDULE 13G/A · filed Feb 17, 2026 · Class A Common Stock, $0.00001 Par Value · reported falling below 5%, from 7.9% in Aug 14, 2025
under 5%
Clearbridge Investments, LLC
SCHEDULE 13G/A · filed Oct 31, 2024 · Class A Common Stock, $0.00001 Par Value · reported falling below 5%
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 8.22% in Apr 30, 2025
under 5%
Point72 Asset Management, L.P.
SCHEDULE 13G/A · filed Aug 14, 2025 · Class A Common Stock, par value $0.00001 per share · reported falling below 5%, from 5.4% in Apr 2, 2025
under 5%
What SHLS reports owning in othersstakes of 5% or more, and other ties

5 subsidiaries in 3 countries, from the list filed with the 10-K filed Feb 24, 2026.

Insider tradesForm 4
4sales
0purchases
0sales on a scheduled plan
3people selling
$600,000sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
212223242526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window3 of 39 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Bardos DominicChief Financial Officer2$500,00000$0
King Bobbie Lee JrChief Legal Officer1$100,00000$0
Tolnar JefferyPresident1$000$0
SI Assistanton SHLS · research, not advice