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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 $5.71B in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Solaris Energy Infrastructure, Inc. as of Dec 31, 2023. 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
140
+21 vs. Q3 2023
Shares held
24.1M
+2.50M (+11.6%) vs. Q3 2023
Total value
$191.7M
−$38.4M (−16.7%) vs. Q3 2023
New holders
30
52 more added
Sold out
9
37 more reduced

Compare with Q3 2023: 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 holdersQ4 2023: 140 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 heldQ4 2023: $191.7M
Q1 2021: $282.7MQ2 2021: $224.0MQ3 2021: $184.2MQ4 2021: $157.4MQ1 2022: $287.5MQ2 2022: $267.4MQ3 2022: $224.7MQ4 2022: $239.4MQ1 2023: $196.4MQ2 2023: $182.1MQ3 2023: $230.1MQ4 2023: $191.7MQ1 2024: $214.8MQ2 2024: $202.4MQ3 2024: $304.9MQ4 2024: $1.01BQ1 2025: $890.9MQ2 2025: $1.35BQ3 2025: $2.21BQ4 2025: $3.11BQ1 2026: $3.69BQ2 2026: $5.71B
Institutions holding SEI and their total value by quarter
QuarterHoldersValue
Q2 2026433$5.71B
Q1 2026363$3.69B
Q4 2025335$3.11B
Q3 2025272$2.21B
Q2 2025213$1.35B
Q1 2025200$890.9M
Q4 2024179$1.01B
Q3 2024135$304.9M
Q2 2024129$202.4M
Q1 2024132$214.8M
Q4 2023140$191.7M
Q3 2023119$230.1M
Q2 2023100$182.1M
Q1 2023117$196.4M
Q4 2022128$239.4M
Q3 2022128$224.7M
Q2 2022134$267.4M
Q1 2022121$287.5M
Q4 2021108$157.4M
Q3 2021107$184.2M
Q2 2021111$224.0M
Q1 2021112$282.7M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Solaris Energy Infrastructure, Inc.; share changes are against Q3 2023.

Institutions holding SEI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
AXA S.A.95,400$759.4K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC96,571$768.7K0.01%+96,571New
Jane Street Group, LLC124,704$992.6K0.00%+113,169+981.1%Added
Goldman Sachs Group Inc125,384$998.1K0.00%+56,041+80.8%Added
Bank of Montreal132,916$1.07M0.00%+132,916New
Acuitas Investments, LLC157,649$1.25M0.66%−290,774−64.8%Reduced
D. E. Shaw & Co., Inc.185,626$1.48M0.00%+150,745+432.2%Added
Assenagon Asset Management S.A.191,014$1.52M0.00%+191,014New
Millennium Management LLC203,545$1.62M0.00%+90,712+80.4%Added
AQR Capital Management LLC209,499$1.67M0.00%−39,997−16.0%Reduced
Los Angeles Capital Management LLC215,678$1.72M0.01%+15,160+7.6%Added
Gsa Capital Partners LLP217,600$1.73M0.15%+135,281+164.3%Added
GW&K Investment Management, LLC217,695$1.73M0.02%−5,260−2.4%Reduced
JPMorgan Chase & Co236,453$1.88M0.00%+162,009+217.6%Added
Renaissance Technologies LLC242,700$1.93M0.00%+153,500+172.1%Added
American Century Companies Inc281,360$2.24M0.00%+122,805+77.5%Added
Russell Investments Group, Ltd.294,450$2.34M0.00%−781,046−72.6%Reduced
Kennedy Capital Management, Inc.299,246$2.38M0.05%−791−0.3%Reduced
Northern Trust Corp299,742$2.39M0.00%+17,571+6.2%Added
Uniplan Investment Counsel, Inc.368,817$2.95M0.22%−14,003−3.7%Reduced
Two Sigma Advisers, LP381,300$3.04M0.01%+188,500+97.8%Added
Bank of New York Mellon Corp394,255$3.14M0.00%+9,166+2.4%Added
Ballast Asset Management, LP433,284$3.45M2.19%+131,076+43.4%Added
Ameriprise Financial Inc471,455$3.75M0.00%−30,265−6.0%Reduced
Element Capital Management LLC490,261$3.90M13.21%+490,261New
Two Sigma Investments, LP512,907$4.08M0.01%+350,393+215.6%Added
Morgan Stanley546,779$4.35M0.00%+177,963+48.3%Added
Meros Investment Management, LP584,196$4.65M2.21%+26,237+4.7%Added
Victory Capital Management Inc633,890$5.05M0.01%+4,120+0.7%Added
Geode Capital Management, LLC649,704$5.17M0.00%+15,460+2.4%Added
State Street Corp654,338$5.21M0.00%+16,852+2.6%Added
RK Capital Management, LLC721,200$5.74M1.22%+26,500+3.8%Added
Adage Capital Partners GP, L.L.C.902,986$7.19M0.01%+108,435+13.6%Added
Hotchkis & Wiley Capital Management LLC929,200$7.40M0.03%+143,850+18.3%Added
Royce & Associates LP945,426$7.53M0.07%+29,500+3.2%Added
Citadel Advisors LLC952,308$7.58M0.01%+916,210+2,538.1%Added
Wellington Management Group LLP1,298,117$10.3M0.00%00.0%Unchanged
Dimensional Fund Advisors LP1,540,053$12.3M0.00%+36,502+2.4%Added
Vanguard Group Inc1,713,940$13.6M0.00%+30,262+1.8%Added
BlackRock Inc.2,653,323$21.1M0.00%+97,420+3.8%Added
Boston Partners0$00.00%−39,173−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−37,300−100.0%Sold out
Channing Capital Management, LLC0$00.00%−30,088−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−13,574−100.0%Sold out
Versor Investments LP0$00.00%−12,500−100.0%Sold out
Zacks Investment Management0$00.00%−12,000−100.0%Sold out
Lazard Asset Management LLC0$00.00%−4,692−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−632−100.0%Sold out
Simplex Trading, LLC0$00.00%−180−100.0%Sold out