Solo Brands, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | 02/04/2025 | 44.03 M | $50.20 M | 0.00% | 75.22% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 5.54 M | $6.32 M | -0.38% | 9.47% |
| VANGUARD GROUP INC | 02/11/2025 | 1.64 M | $1.87 M | 0.45% | 2.80% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.49 M | $1.70 M | 1.91% | 2.54% |
| PRUDENTIAL FINANCIAL INC | 02/11/2025 | 809,320 | $922,625 | 1.79% | 1.38% |
| MYDA ADVISORS LLC | 02/13/2025 | 795,526 | $906,900 | 0.00% | 1.36% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 782,105 | $891,600 | 2.68% | 1.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 602,008 | $686,388 | 0.44% | 1.03% |
| SEI INVESTMENTS CO | 02/11/2025 | 598,689 | $682,501 | 0.00% | 1.02% |
| UBS GROUP AG | 02/14/2025 | 474,591 | $541,034 | 3,337.07% | 0.81% |
| STATE STREET CORP | 02/14/2025 | 442,821 | $504,816 | 1.55% | 0.76% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 422,105 | $481,200 | 5.08% | 0.72% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 410,779 | $468,322 | -18.02% | 0.70% |
| AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 300,316 | $342,361 | -26.13% | 0.51% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 02/21/2025 | 296,263 | $337,740 | 100.00% | 0.51% |
| MARSHALL WACE, LLP | 02/13/2025 | 231,988 | $264,467 | 13.56% | 0.40% |
| CI PRIVATE WEALTH, LLC | 02/10/2025 | 160,000 | $182,400 | 0.00% | 0.27% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 02/14/2025 | 146,000 | $166,440 | 100.00% | 0.25% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 128,621 | $146,628 | 39.54% | 0.22% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 113,321 | $129,186 | -1.15% | 0.19% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 92,600 | $105,989 | 0.68% | 0.16% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 91,347 | $104,135 | 0.21% | 0.16% |
| TOWNSQUARE CAPITAL LLC | 02/13/2025 | 90,000 | $102,600 | 0.00% | 0.15% |
| NORDEN GROUP LLC | 02/05/2025 | 90,000 | $102,600 | 0.00% | 0.15% |
| LAKEWOOD ASSET MANAGEMENT LLC | 01/14/2025 | 83,223 | $94,874 | 2.09% | 0.14% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 80,018 | $91,221 | 9.97% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 72,400 | $82,536 | -6.82% | 0.12% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 66,898 | $76,264 | 0.00% | 0.11% |
| WILLIAMS & NOVAK, LLC | 01/23/2025 | 61,712 | $70,352 | 156.07% | 0.11% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 02/03/2025 | 44,330 | $50,536 | -78.98% | 0.08% |
| BARCLAYS PLC | 02/13/2025 | 42,407 | $49,000 | 12.53% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 38,866 | $44,307 | -1.84% | 0.07% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 38,538 | $43,934 | -71.55% | 0.07% |
| RHUMBLINE ADVISERS | 01/30/2025 | 38,085 | $43,408 | 17.66% | 0.07% |
| FMR LLC | 02/13/2025 | 33,253 | $37,908 | 9.99% | 0.06% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 33,075 | $37,705 | -83.03% | 0.06% |
| VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 32,043 | $36,529 | 0.00% | 0.05% |
| INVESCO LTD. | 02/13/2025 | 30,325 | $34,570 | 7.35% | 0.05% |
| WINTON GROUP LTD | 02/12/2025 | 27,373 | $31,205 | 100.00% | 0.05% |
| GROUP ONE TRADING, L.P. | 02/14/2025 | 22,308 | $25,431 | 19.53% | 0.04% |
| CITIGROUP INC | 02/12/2025 | 21,766 | $24,813 | 4.71% | 0.04% |
| BLAIR WILLIAM & CO/IL | 02/12/2025 | 20,996 | $23,935 | 0.00% | 0.04% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 19,620 | $22,367 | 0.00% | 0.03% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 16,523 | $18,836 | 27.84% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 16,099 | $18,353 | 54.66% | 0.03% |
| FEDERATED HERMES, INC. | 02/13/2025 | 15,735 | $17,938 | 21.45% | 0.03% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 15,200 | $17,328 | 100.00% | 0.03% |
| COREBRIDGE FINANCIAL, INC. | 02/11/2025 | 13,996 | $15,955 | -7.02% | 0.02% |
| JPMORGAN CHASE & CO | 02/12/2025 | 13,645 | $15,555 | -99.35% | 0.02% |
| INTECH INVESTMENT MANAGEMENT LLC | 02/11/2025 | 13,557 | $15,455 | 100.00% | 0.02% |
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Solo Brands, Inc. institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of Solo Brands, Inc.. The most heavily invested institutionals were:
SUMMIT PARTNERS L P: 44.03 M
AMERICAN CENTURY COMPANIES INC: 5.54 M
VANGUARD GROUP INC: 1.64 M
BlackRock Funding, Inc. /DE: 1.49 M
PRUDENTIAL FINANCIAL INC: 809,320
MYDA Advisors LLC: 795,526
105.41% of Solo Brands, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 63.07 M shares in the last 24 months. This purchase volume represents approximately $72.53 M in transactions.