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Solaris Energy Infrastructure, Inc.

SEI
Exchange
NYSE
Industry
Oil & Gas Field Machinery & Equipment
SEC CIK
0001697500

In the last 90 days, Solaris Energy Infrastructure, Inc. insiders filed 1 open-market purchase and 0 sales; 433 institutions reported holding it in 13F filings for Q2 2026, worth $5.72B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Solaris Energy Infrastructure, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
433
+76 vs. Q1 2026
Shares held
71.1M
+6.99M (+10.9%) vs. Q1 2026
Total value
$5.72B
+$2.09B (+57.8%) vs. Q1 2026
New holders
115
159 more added
Sold out
39
123 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SEI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 433 institutions
Q1 2021: 112 institutionsQ2 2021: 111 institutionsQ3 2021: 107 institutionsQ4 2021: 108 institutionsQ1 2022: 121 institutionsQ2 2022: 134 institutionsQ3 2022: 128 institutionsQ4 2022: 128 institutionsQ1 2023: 117 institutionsQ2 2023: 100 institutionsQ3 2023: 119 institutionsQ4 2023: 140 institutionsQ1 2024: 132 institutionsQ2 2024: 129 institutionsQ3 2024: 135 institutionsQ4 2024: 179 institutionsQ1 2025: 200 institutionsQ2 2025: 213 institutionsQ3 2025: 272 institutionsQ4 2025: 335 institutionsQ1 2026: 363 institutionsQ2 2026: 433 institutions
Value heldQ2 2026: $5.72B
Q1 2021: $282.7MQ2 2021: $224.0MQ3 2021: $184.2MQ4 2021: $158.0MQ1 2022: $288.0MQ2 2022: $267.4MQ3 2022: $224.8MQ4 2022: $240.3MQ1 2023: $197.0MQ2 2023: $182.1MQ3 2023: $230.1MQ4 2023: $198.7MQ1 2024: $242.9MQ2 2024: $203.6MQ3 2024: $306.9MQ4 2024: $1.01BQ1 2025: $890.9MQ2 2025: $1.36BQ3 2025: $2.21BQ4 2025: $3.11BQ1 2026: $3.69BQ2 2026: $5.72B
Institutions holding SEI and their total value by quarter
QuarterHoldersValue
Q2 2026433$5.72B
Q1 2026363$3.69B
Q4 2025335$3.11B
Q3 2025272$2.21B
Q2 2025213$1.36B
Q1 2025200$890.9M
Q4 2024179$1.01B
Q3 2024135$306.9M
Q2 2024129$203.6M
Q1 2024132$242.9M
Q4 2023140$198.7M
Q3 2023119$230.1M
Q2 2023100$182.1M
Q1 2023117$197.0M
Q4 2022128$240.3M
Q3 2022128$224.8M
Q2 2022134$267.4M
Q1 2022121$288.0M
Q4 2021108$158.0M
Q3 2021107$184.2M
Q2 2021111$224.0M
Q1 2021112$282.7M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Solaris Energy Infrastructure, Inc.; share changes are against Q1 2026.

Institutions holding SEI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.5,204,415$418.7M0.01%+1,081,979+26.2%Added
Encompass Capital Advisors LLC2,519,604$202.7M8.74%+769,604+44.0%Added
Vanguard Capital Management LLC2,447,630$196.9M0.00%+407,179+20.0%Added
Morgan Stanley2,024,283$162.9M0.01%+316,828+18.6%Added
Two Sigma Investments, LP1,979,861$159.3M0.12%+38,315+2.0%Added
Summit Partners Public Asset Management, LLC1,692,838$136.2M3.54%−36,217−2.1%Reduced
Jennison Associates LLC1,691,193$136.1M0.08%+511,457+43.4%Added
Valiant Capital Management, L.P.1,604,346$129.1M8.04%+484,843+43.3%Added
Driehaus Capital Management LLC1,584,985$127.5M0.74%−43,189−2.7%Reduced
FMR LLC1,581,402$127.2M0.01%−281,159−15.1%Reduced
State Street Corp1,487,464$119.7M0.00%+132,118+9.7%Added
Van Eck Associates Corp1,478,669$119.0M0.07%−475,786−24.3%Reduced
Geode Capital Management, LLC1,352,450$108.8M0.01%+251,299+22.8%Added
Goldman Sachs Group Inc1,278,618$102.9M0.01%+144,755+12.8%Added
Ameriprise Financial Inc1,144,927$92.1M0.02%+419,904+57.9%Added
Clearbridge Investments, LLC1,138,159$91.6M0.08%+1,026,595+920.2%Added
Situational Awareness LP1,129,621$90.9M0.45%+24,070+2.2%Added
Korea Investment CORP1,096,000$88.2M0.17%+425,486+63.5%Added
Advent International Corp1,094,427$88.1M0.50%−146,935−11.8%Reduced
Principal Financial Group Inc1,072,200$86.3M0.04%−72,452−6.3%Reduced
GW&K Investment Management, LLC1,038,119$83.5M0.65%−23,554−2.2%Reduced
Neuberger Berman Group LLC927,422$74.6M0.05%+669,742+259.9%Added
Wellington Management Group LLP879,771$70.8M0.01%−49,391−5.3%Reduced
Dimensional Fund Advisors LP868,808$69.9M0.01%−2,654−0.3%Reduced
UBS Group AG806,686$64.9M0.01%+93,977+13.2%Added
Price T Rowe Associates Inc798,365$64.2M0.01%+747,004+1,454.4%Added
Vanguard Portfolio Management LLC794,184$63.9M0.00%+188,023+31.0%Added
Alyeska Investment Group, L.P.761,755$61.3M0.16%+761,755New
Emerald Advisers, LLC640,616$51.5M1.21%+45,929+7.7%Added
Deutsche Bank AG627,809$50.5M0.01%+178,909+39.9%Added
Westwood Holdings Group Inc.625,948$50.4M0.38%+23,382+3.9%Added
Qube Research & Technologies Ltd612,638$49.3M0.05%−180,676−22.8%Reduced
Ranger Investment Management, L.P.583,733$47.0M2.97%−24,077−4.0%Reduced
Voya Investment Management LLC569,949$45.9M0.04%−220,696−27.9%Reduced
Franklin Resources Inc567,173$45.6M0.01%+172,062+43.5%Added
Oberweis Asset Management Inc564,581$45.4M0.94%+32,692+6.1%Added
Nuveen, LLC558,368$44.9M0.01%+13,109+2.4%Added
Greenhouse Funds LLLP495,053$39.8M2.10%+495,053New
Steadfast Capital Management LP481,901$38.8M1.19%+481,901New
Northern Trust Corp479,713$38.6M0.00%+89,243+22.9%Added
Bank of Nova Scotia463,659$37.3M0.06%+249,664+116.7%Added
Charles Schwab Investment Management Inc455,828$36.7M0.00%+79,200+21.0%Added
BNP Paribas Arbitrage, SA454,367$36.6M0.02%+68,431+17.7%Added
Marshall Wace, LLP431,871$34.7M0.03%−1,038,371−70.6%Reduced
Cushing Asset Management, LP418,000$33.6M1.50%+30,000+7.7%Added
Emerald Mutual Fund Advisers Trust405,313$32.6M1.15%+90,531+28.8%Added
Kennedy Capital Management, Inc.404,104$32.5M0.58%−39,007−8.8%Reduced
Gilder Gagnon Howe & Co LLC402,996$32.4M0.33%−5,027−1.2%Reduced
Vanguard Fiduciary Trust Co391,319$31.5M0.01%+72,115+22.6%Added
Brown Brothers Harriman & Co385,799$31.0M0.14%+175,799+83.7%Added
Bank of New York Mellon Corp383,805$30.9M0.01%+169,378+79.0%Added
Congress Asset Management Co344,935$27.8M0.17%+340,788+8,217.7%Added
Royce & Associates LP333,547$26.8M0.22%+6,380+2.0%Added
Barclays PLC317,996$25.6M0.01%+37,422+13.3%Added
Axiom Investors LLC308,860$24.9M0.22%+77,560+33.5%Added
Tortoise Capital Advisors, L.L.C.293,332$23.6M0.24%+293,332New
Wealth High Governance Asset Management Ltda.289,518$23.3M2.48%+62,350+27.4%Added
Point72 Asset Management, L.P.289,247$23.3M0.04%−39,213−11.9%Reduced
Jump Financial, LLC285,962$23.0M0.21%+91,135+46.8%Added
Nomura Asset Management International Inc.276,330$22.2M0.03%+36,253+15.1%Added
Renaissance Technologies LLC273,400$22.0M0.03%+273,400New
Sagefield Capital LP272,202$21.9M1.62%−30,632−10.1%Reduced
Goodlander Investment Management, LLC270,000$21.7M6.56%+270,000New
New York State Common Retirement Fund268,332$21.6M0.03%+13,513+5.3%Added
Millennium Management LLC267,725$21.5M0.01%−2,017,819−88.3%Reduced
Bank of America Corp261,049$21.0M0.00%−3,077−1.2%Reduced
Russell Investments Group, Ltd.257,462$20.7M0.02%−166−0.1%Reduced
Agf Management Ltd255,789$20.6M0.08%+255,789New
La Banque Postale Asset Management SA245,587$19.8M0.20%+245,587New
First Trust Advisors LP237,452$19.1M0.01%−11,408−4.6%Reduced
LPL Financial LLC230,390$18.5M0.00%+117,853+104.7%Added
Penn Capital Management Co Inc224,485$18.1M1.15%−56,197−20.0%Reduced
Stephens Investment Management Group LLC221,900$17.9M0.19%−5,979−2.6%Reduced
Schonfeld Strategic Advisors LLC209,131$16.8M0.09%+195,161+1,397.0%Added
Bank of Montreal198,464$16.0M0.01%−31,063−13.5%Reduced
TimesSquare Capital Management, LLC198,051$15.9M0.23%+198,051New
Citadel Advisors LLC196,383$15.8M0.01%−297,101−60.2%Reduced
Citigroup Inc194,498$15.6M0.01%+21,584+12.5%Added
Bessemer Group Inc185,181$14.9M0.02%−35,645−16.1%Reduced
Zweig-DiMenna Associates LLC172,650$13.9M1.26%+125,150+263.5%Added
BWCP, LP172,215$13.9M1.98%+172,215New
SEI Investments Co162,022$13.0M0.01%−99,785−38.1%Reduced
Assenagon Asset Management S.A.159,188$12.8M0.01%−272,735−63.1%Reduced
JPMorgan Chase & Co158,417$12.8M0.00%+86,348+119.8%Added
Squarepoint Ops LLC158,270$12.7M0.02%−167,536−51.4%Reduced
Picton Mahoney Asset Management155,680$12.5M0.12%−7,705−4.7%Reduced
No Street GP LP155,000$12.5M0.75%−70,000−31.1%Reduced
Ceredex Value Advisors LLC154,500$12.4M0.35%+22,150+16.7%Added
Wells Fargo & Company153,567$12.4M0.00%+21,977+16.7%Added
Voloridge Investment Management, LLC151,536$12.2M0.05%+88,913+142.0%Added
Diameter Capital Partners LP150,000$12.1M1.28%+150,000New
Hallstatt Advisors L.P.146,907$11.8M8.33%+26,698+22.2%Added
Raymond James Financial Inc144,195$11.6M0.00%+97,158+206.6%Added
HRT Financial LP143,156$11.5M0.02%+143,156New
Hiddenite Capital Partners LP140,000$11.3M2.77%+140,000New
Silvercrest Asset Management Group LLC139,060$11.2M0.07%+28,508+25.8%Added
Fred Alger Management, LLC135,208$10.9M0.04%+108,525+406.7%Added
ING Groep NV132,300$10.6M0.05%+132,300New
Palisade Capital Management LLC131,606$10.6M0.46%−23,893−15.4%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH130,603$10.5M0.02%−1,150−0.9%Reduced