Solo Brands Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | 02/06/2026 | 1.10 M | $6.66 M | 0.00% | 63.60% |
| BARCLAYS PLC | 02/13/2026 | 38.30 K | $231.70 K | 0.00% | 2.21% |
| VANGUARD GROUP INC | 01/29/2026 | 19.51 K | $118.06 K | 42.24% | 1.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 17.02 K | $102.96 K | 24.70% | 0.98% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 8.91 K | $53.92 K | 100.00% | 0.51% |
| UBS GROUP AG | 01/29/2026 | 3.16 K | $19.11 K | 60.60% | 0.18% |
| MORGAN STANLEY | 02/13/2026 | 1.09 K | $6.60 K | -2.76% | 0.06% |
| CITIGROUP INC | 02/13/2026 | 381 | $2.31 K | -2.31% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 135 | $817 | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 104 | $1.00 K | 100.00% | 0.01% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 94 | $569 | -83.21% | 0.01% |
| JPMORGAN CHASE & CO | 02/11/2026 | 57 | $344 | -13.64% | 0.00% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 31 | $188 | 0.00% | 0.00% |
| FIFTH THIRD BANCORP | 02/02/2026 | 25 | $151 | 0.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 01/15/2026 | 12 | $73 | 0.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 12 | $73 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 7 | $42 | 0.00% | 0.00% |
| ORG PARTNERS LLC | 01/14/2026 | 7 | $42 | 100.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 5 | $35 | 0.00% | 0.00% |
| FMR LLC | 02/17/2026 | 2 | $10 | 100.00% | 0.00% |
| TRUE WEALTH DESIGN, LLC | 01/08/2026 | 1 | $7 | 0.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
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Solo Brands Inc institutional Ownership - FAQ's
During the previous two years, 19 institutional investors and hedge funds held shares of Solo Brands Inc. The most heavily invested institutionals were:
True Wealth Design, LLC: 0
SUMMIT PARTNERS L P: 1.1 M
BARCLAYS PLC: 38,297
VANGUARD GROUP INC: 19,514
GEODE CAPITAL MANAGEMENT, LLC: 17,019
Empowered Funds, LLC: 8,913
68.73% of Solo Brands Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.19 M shares in the last 24 months. This purchase volume represents approximately $8.77 M in transactions.