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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, Q2 2024

Institutional positions in Solaris Energy Infrastructure, Inc. as of Jun 30, 2024. 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
129
−3 vs. Q1 2024
Shares held
23.6M
−1.19M (−4.8%) vs. Q1 2024
Total value
$202.4M
−$12.4M (−5.8%) vs. Q1 2024
New holders
19
42 more added
Sold out
22
50 more reduced

Compare with Q1 2024: 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 2024: 129 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 2024: $202.4M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Solaris Energy Infrastructure, Inc.; share changes are against Q1 2024.

Institutions holding SEI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CenterBook Partners LP245,470$2.11M0.13%−206,122−45.6%Reduced
Gsa Capital Partners LLP258,271$2.22M0.15%+35,076+15.7%Added
Northern Trust Corp278,700$2.39M0.00%−12,329−4.2%Reduced
Kennedy Capital Management, Inc.294,409$2.53M0.05%−1,188−0.4%Reduced
Acuitas Investments, LLC306,237$2.63M1.41%00.0%Unchanged
Arrowstreet Capital, Limited Partnership307,399$2.64M0.00%+174,664+131.6%Added
Ameriprise Financial Inc308,415$2.65M0.00%−149,161−32.6%Reduced
Two Sigma Investments, LP315,572$2.71M0.01%−85,272−21.3%Reduced
Meros Investment Management, LP326,018$2.80M1.32%+5,948+1.9%Added
AQR Capital Management LLC351,966$3.02M0.00%+179,096+103.6%Added
Uniplan Investment Counsel, Inc.368,727$3.16M0.29%−970−0.3%Reduced
Two Sigma Advisers, LP388,000$3.33M0.01%−67,000−14.7%Reduced
Bank of New York Mellon Corp396,755$3.40M0.00%+10,642+2.8%Added
Invenomic Capital Management LP404,735$3.47M0.18%−10,685−2.6%Reduced
American Century Companies Inc493,940$4.24M0.00%+117,774+31.3%Added
Ballast Asset Management, LP506,685$4.35M2.36%+30,903+6.5%Added
Millennium Management LLC597,894$5.13M0.00%−223,588−27.2%Reduced
RK Capital Management, LLC616,000$5.29M1.42%−152,300−19.8%Reduced
Geode Capital Management, LLC632,869$5.43M0.00%−24,306−3.7%Reduced
State Street Corp643,629$5.52M0.00%−15,951−2.4%Reduced
Goldman Sachs Group Inc702,001$6.02M0.00%−300,418−30.0%Reduced
Adage Capital Partners GP, L.L.C.802,986$6.89M0.01%−150,000−15.7%Reduced
Morgan Stanley930,819$7.99M0.00%−515,753−35.7%Reduced
Hotchkis & Wiley Capital Management LLC1,124,960$9.65M0.03%−6,640−0.6%Reduced
Encompass Capital Advisors LLC1,222,398$10.5M0.57%+1,222,398New
Royce & Associates LP1,249,608$10.7M0.10%+132,105+11.8%Added
Dimensional Fund Advisors LP1,468,364$12.6M0.00%+70,288+5.0%Added
Vanguard Group Inc1,689,712$14.5M0.00%−23,945−1.4%Reduced
BlackRock Inc.2,564,617$22.0M0.00%−70,401−2.7%Reduced
AXA S.A.0$00.00%−95,400−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−62,645−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−50,478−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−38,584−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−36,582−100.0%Sold out
Numerai GP LLC0$00.00%−24,386−100.0%Sold out
Summit Global Investments0$00.00%−19,900−100.0%Sold out
American International Group, Inc.0$00.00%−14,409−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−14,155−100.0%Sold out
Jump Financial, LLC0$00.00%−13,626−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−13,032−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−11,743−100.0%Sold out
Inceptionr LLC0$00.00%−11,327−100.0%Sold out
Franklin Resources Inc0$00.00%−10,794−100.0%Sold out
Oxford Asset Management LLP0$00.00%−10,377−100.0%Sold out
PEAK6 Investments LLC0$00.00%−4,339−100.0%Sold out
Quantbot Technologies LP0$00.00%−3,600−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−1,617−100.0%Sold out
Meeder Asset Management Inc0$00.00%−279−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−97−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−60−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−8−100.0%Sold out