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Solo Brands Ownership | Who Owns Solo Brands?

OverviewForecastRevenueFinancialsChartTranscripts

Solo Brands Ownership Summary

Solo Brands is owned by 0.86% institutional investors, 2.09% insiders, and 97.05% retail investors. Blackrock is the largest institutional shareholder, holding 2.11% of DTC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.51% of its assets in Solo Brands shares.

DTC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSolo Brands0.86%2.09%97.05%
SectorConsumer Cyclical Stocks 60.12%14.25%25.63%
IndustrySpecialty Retail Stocks 52.70%10.97%36.34%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.23M2.11%$2.80M
Empowered funds351.93K0.60%$105.58K
Aqr capital management300.32K0.51%$342.36K
Morgan stanley135.52K0.23%$308.99K
Goldman sachs group128.62K0.22%$146.63K
Panagora asset management111.58K0.19%$254.41K
Hennion & walsh asset management107.03K0.18%$32.11K
D. e. shaw91.35K0.16%$104.14K
Bank of america corp /de/75.25K0.13%$171.57K
Nuveen asset management54.82K0.09%$124.98K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Hennion & walsh asset management107.03K0.00%$32.11K
Panagora asset management111.58K0.00%$254.41K
Empowered funds351.93K0.00%$105.58K
Aqr capital management300.32K0.00%$342.36K
D. e. shaw91.35K0.00%$104.14K
Blackrock1.23M0.00%$2.80M
Arrowstreet capital, limited partnership---
Prudential financial---
Nexpoint asset management---
Toth financial advisory---

Top Buyers

HolderShares% AssetsChange
Goldman sachs group128.62K-36.45K
Bnp paribas arbitrage, snc4.66K-4.66K
Fmr33.25K-3.02K
Nuveen asset management54.82K-1.14K
Royal bank of canada4.41K-619.00

Top Sellers

HolderShares% AssetsChange
Summit partners l p---44.03M
Boston partners---2.01M
Vanguard group---1.64M
Blackrock funding, inc. /de---1.47M
Verition fund management---1.15M

New Positions

HolderShares% AssetsChangeValue
Bnp paribas arbitrage, snc4.66K-4.66K$5.32K

Sold Out

HolderChange
National bank of canada /fi/-1.00
Nelson, van denburg & campbell wealth management group-6.00
Farther finance advisors-36.00
Srs capital advisors-83.00
True wealth design-90.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20256-92.00%508,461-99.06%-0.01%--100.00%4-86.67%
Mar 31, 202573-15.12%54,141,766-12.27%910.83%24-46.67%3066.67%
Dec 31, 202485-9.57%61,688,656-3.25%1050.89%45-2.17%18-18.18%
Sep 30, 202494-63,757,936-2.40%1080.86%4617.95%22-42.11%
Jun 30, 202494-12.15%65,328,059-3.78%1120.82%39-26.42%38-2.56%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv893.93K1.51%-
Hodges Multi Cap Core750.00K1.28%250.00K
iShares Russell 2000 ETF501.55K0.85%-4.34K
Vanguard Institutional Extnd Mkt Idx Tr417.33K0.71%-
American Century U.S. Small Cap Value416.14K0.70%-4.07M
American Century Small Cap Value Inv416.14K0.70%-4.07M
Bridge Builder Small/Mid Cap Value372.73K0.63%-
EA Bridgeway Omni Small-Cap Value ETF351.93K0.59%-
Boston Partners Small Cap Value II Inv335.79K0.57%-186.13K
Boston Partners Small Cap Value SMA303.89K0.52%-13.23K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 09, 2024METZ CHRISTOPHER T President & CEOBuy$149.53K
Aug 12, 2024METZ CHRISTOPHER T President & CEOBuy$175.27K
Jun 12, 2024METZ CHRISTOPHER T President & CEOBuy$95.66K
Jun 11, 2024METZ CHRISTOPHER T President & CEOBuy$101.72K
Jun 13, 2024METZ CHRISTOPHER T President & CEOBuy$97.23K

Insider Transactions Trends

DateBuySell
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q32-
2024 Q23-

DTC Ownership FAQ

Who Owns Solo Brands?

Solo Brands shareholders are primarily institutional investors at 0.86%, followed by 2.09% insiders and 97.05% retail investors. The average institutional ownership in Solo Brands's industry, Specialty Retail Stocks , is 52.70%, which Solo Brands falls below.

Who owns the most shares of Solo Brands?

Solo Brands’s largest shareholders are Blackrock (1.23M shares, 2.11%), Empowered funds (351.93K shares, 0.60%), and Aqr capital management (300.32K shares, 0.51%). Together, they hold 3.22% of Solo Brands’s total shares outstanding.

Does Blackrock own Solo Brands?

Yes, BlackRock owns 2.11% of Solo Brands, totaling 1.23M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 2.8M$. In the last quarter, BlackRock decreased its holdings by -74.583K shares, a -5.73% change.

Who is Solo Brands’s biggest shareholder by percentage of total assets invested?

Hennion & walsh asset management is Solo Brands’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 107.02K Solo Brands shares, valued at 32.11K$.

Who is the top mutual fund holder of Solo Brands shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Solo Brands shares, with 1.51% of its total shares outstanding invested in 893.93K Solo Brands shares.

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