Shoals Technologies Group, Inc.

NasdaqGM:SHLS Stock Report

Market Cap: US$921.8m

Shoals Technologies Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:SHLS Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
05 Dec 24SellUS$4,012Inez LundIndividual850US$4.72
05 Dec 24SellUS$6,092Jeffery TolnarIndividual1,310US$4.65
05 Dec 24SellUS$20,167Dominic BardosIndividual4,300US$4.69
22 Nov 24BuyUS$70,650Dominic BardosIndividual15,000US$4.71
21 Nov 24BuyUS$101,465Brandon MossIndividual22,300US$4.55
16 Sep 24SellUS$2,216Inez LundIndividual350US$6.33
16 Sep 24SellUS$13,377Jeffery TolnarIndividual2,110US$6.34
08 Mar 24SellUS$35,860Jeffery TolnarIndividual2,750US$13.04
08 Mar 24SellUS$25,317Inez LundIndividual1,940US$13.05
08 Mar 24SellUS$41,206Mehgan PeetzIndividual3,160US$13.04

Insider Trading Volume

Insider Buying: SHLS insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SHLS?
Owner TypeNumber of SharesOwnership Percentage
Private Companies00%
Individual Insiders707,3810.394%
Hedge Funds8,998,1235.01%
Institutions170,011,21494.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 77.67% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
16.2%
BlackRock, Inc.
27,028,179US$149.5m16.9%no data
9.95%
The Vanguard Group, Inc.
16,586,847US$91.7m0.67%no data
7.86%
Wellington Management Group LLP
13,107,404US$72.5m14.6%0.01%
5.4%
Point72 Asset Management, L.P.
8,998,123US$49.8m26.6%0.13%
3.61%
JP Morgan Asset Management
6,018,439US$33.3m-30.4%no data
3.17%
State Street Global Advisors, Inc.
5,281,630US$29.2m-0.65%no data
3.14%
Invesco Capital Management LLC
5,239,693US$29.0m-1.1%0.01%
2.85%
Franklin Resources, Inc.
4,748,633US$26.3m16.1%0.01%
2.84%
Encompass Capital Advisors LLC
4,726,603US$26.1m26.1%1.11%
2.41%
Geode Capital Management, LLC
4,022,897US$22.2m-1%no data
2.08%
Erste Asset Management GmbH
3,465,142US$19.2m19.9%0.16%
1.99%
Pictet Asset Management Limited
3,324,817US$18.4m-9.22%0.02%
1.78%
Norges Bank Investment Management
2,972,131US$16.4m0%no data
1.63%
Handelsbanken Asset Management
2,711,603US$15.0m34.1%0.02%
1.43%
Millennium Management LLC
2,378,457US$13.2m-29.5%0.01%
1.35%
Verition Fund Management LLC
2,251,093US$12.4m938%0.1%
1.33%
ClearBridge Investments, LLC
2,223,575US$12.3m-46.5%0.01%
1.18%
Invenomic Capital Management LP
1,967,135US$10.9m-5.29%0.99%
1.16%
William Blair Investment Management, LLC
1,935,817US$10.7m1.98%0.01%
1.12%
Frontier Capital Management Co LLC
1,860,548US$10.3m20.2%0.09%
1.09%
Redwood Grove Capital LLC
1,820,900US$10.1m6.74%3.07%
1.07%
Sir Capital Management, L.P.
1,790,169US$9.9m0.14%0.99%
1.02%
Northern Trust Global Investments
1,698,704US$9.4m-0.98%no data
1.01%
Federated Hermes, Inc.
1,679,525US$9.3m37.4%0.02%
0.98%
GW&K Investment Management, LLC
1,638,007US$9.1m-2.97%0.08%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 23:05
End of Day Share Price 2024/12/31 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Shoals Technologies Group, Inc. is covered by 29 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christine ChoBarclays
Moses SuttonBNP Paribas Exane
Dimple GosaiBofA Global Research