Solo Brands, Inc. (SBDS) Institutional Ownership

Ownership Summary

Solo Brands, Inc. (NYSE:SBDS) currently has 22 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• The percentage of Solo Brands owned by institutions changed from 72.5% in September 2025 to 73.0% in December 2025, marking a slight up trend.
• Institutional share ownership changed by 1.61% QoQ, while the number of institutional owners saw a decrease of 74.12% YoY.
• Of these 22 institutional investors, 7 increased their holdings in Solo Brands, while 4 of them reduced positions, and 11 investors maintained their exposure.
• The aggregate institutional position in Solo Brands now stands at 1.19Mn shares as of December 2025, after investors increased their holdings (up by 18.83K shares quarter on quarter which is down 60.63Mn shares year over year).
• With 1.10Mn shares, SUMMIT PARTNERS L P commands the largest institutional position in Solo Brands as of December 31, 2025, equating to 67.55% of the company.
• Among the most significant buyers of Solo Brands during December 2025 were Empowered Funds, LLC (8.91K), VANGUARD GROUP INC (5.79K), GEODE CAPITAL MANAGEMENT, LLC (3.37K), UBS Group AG (1.19K), ROYAL BANK OF CANADA (66).
• Leading sellers of Solo Brands stock in December 2025 included GROUP ONE TRADING LLC (466), MORGAN STANLEY (31), JPMORGAN CHASE & CO (9), CITIGROUP INC (9).
• The top 10 institutional holders of Solo Brands for the quarter ending December 2025 included SUMMIT PARTNERS L P (1.10Mn), BARCLAYS PLC (38.30K), VANGUARD GROUP INC (19.51K), GEODE CAPITAL MANAGEMENT, LLC (17.02K), Empowered Funds, LLC (8.91K), UBS Group AG (3.16K), MORGAN STANLEY (1.09K), CITIGROUP INC (381), BANK OF AMERICA CORP /DE/ (135), ROYAL BANK OF CANADA (104).