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Solo Brands Ownership | Who Owns Solo Brands?

OverviewForecastRevenueFinancialsChartTranscripts

Solo Brands Ownership Summary

Solo Brands is owned by 91.79% institutional investors, 2.09% insiders, and 6.13% retail investors. American century companies is the largest institutional shareholder, holding 9.47% 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 Brands91.79%2.09%6.13%
SectorConsumer Cyclical Stocks 39.80%14.40%45.80%
IndustrySpecialty Retail Stocks 30.04%11.80%58.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
American century companies5.54M9.47%$6.32M
Vanguard group1.64M2.80%$1.87M
Blackrock funding, inc. /de1.49M2.54%$1.70M
Blackrock1.23M2.11%$2.80M
Prudential financial809.32K1.38%$922.63K
Bridgeway capital management782.11K1.34%$891.60K
Geode capital management602.01K1.03%$686.39K
Sei investments598.69K1.02%$682.50K
Ubs group474.59K0.81%$541.03K
State street442.82K0.76%$504.82K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Prescott group capital management296.26K0.05%$337.74K
Bridgeway capital management782.11K0.02%$891.60K
Empowered funds422.11K0.01%$481.20K
Hennion & walsh asset management113.32K0.01%$129.19K
American century companies5.54M0.00%$6.32M
Jacobs levy equity management310.68K0.00%$708.35K
Prudential financial809.32K0.00%$922.63K
Panagora asset management111.58K0.00%$254.41K
Townsquare capital90.00K0.00%$102.60K
Strs ohio107.10K0.00%$244.19K

Top Buyers

HolderShares% AssetsChange
Ubs group474.59K0.00%460.78K
Prescott group capital management296.26K0.05%296.26K
Jacobs levy equity management310.68K0.00%151.57K
Goldman sachs group128.62K-36.45K
Blackrock funding, inc. /de1.49M-27.83K

Top Sellers

HolderShares% AssetsChange
Summit partners l p---44.03M
Jpmorgan chase13.64K--2.07M
Boston partners---2.01M
Myda advisors---795.53K
Kennedy capital management---599.66K

New Positions

HolderShares% AssetsChangeValue
Prescott group capital management296.26K0.05%296.26K$337.74K
Intech investment management13.56K0.00%13.56K$15.46K
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
Cibc private wealth group-100.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 2024107-13.01%67,892,808-5.72%1160.83%53-17.19%39-2.50%

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 91.79%, followed by 2.09% insiders and 6.12% retail investors. The average institutional ownership in Solo Brands's industry, Specialty Retail Stocks , is 30.04%, which Solo Brands exceeds.

Who owns the most shares of Solo Brands?

Solo Brands’s largest shareholders are American century companies (5.54M shares, 9.47%), Vanguard group (1.64M shares, 2.80%), and Blackrock funding, inc. /de (1.49M shares, 2.54%). Together, they hold 14.81% 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?

Prescott group capital management is Solo Brands’s biggest shareholder by percentage of total assets invested, with 0.05% of its assets in 296.26K Solo Brands shares, valued at 337.74K$.

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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