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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, Q1 2025

Institutional positions in Solaris Energy Infrastructure, Inc. as of Mar 31, 2025. 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
200
+25 vs. Q4 2024
Shares held
40.9M
+5.96M (+17.0%) vs. Q4 2024
Total value
$890.9M
−$115.2M (−11.5%) vs. Q4 2024
New holders
56
90 more added
Sold out
31
40 more reduced

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 200 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 heldQ1 2025: $890.9M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Solaris Energy Infrastructure, Inc.; share changes are against Q4 2024.

Institutions holding SEI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.6,560,535$142.8M0.00%+877,065+15.4%Added
Encompass Capital Advisors LLC3,628,977$79.0M3.03%+1,338,334+58.4%Added
Driehaus Capital Management LLC2,025,417$44.1M0.42%+1,489,616+278.0%Added
Vanguard Group Inc1,611,230$35.1M0.00%−359,723−18.3%Reduced
Summit Partners Public Asset Management, LLC1,415,844$30.8M1.48%−983,347−41.0%Reduced
Westwood Holdings Group Inc.1,346,400$29.3M0.22%+366,664+37.4%Added
Millennium Management LLC1,118,325$24.3M0.02%+846,734+311.8%Added
Brightline Capital Management, LLC1,117,000$24.3M21.08%+3,000+0.3%Added
SIR Capital Management, L.P.1,004,233$21.9M1.92%+475,127+89.8%Added
Wellington Management Group LLP992,623$21.6M0.00%+166,655+20.2%Added
Citadel Advisors LLC856,737$18.6M0.02%+638,607+292.8%Added
State Street Corp849,308$18.5M0.00%+232,248+37.6%Added
Geode Capital Management, LLC779,639$17.0M0.00%+102,898+15.2%Added
Emerald Advisers, LLC697,988$15.2M0.68%+5,486+0.8%Added
Dimensional Fund Advisors LP686,903$14.9M0.00%−179,587−20.7%Reduced
Goldman Sachs Group Inc630,242$13.7M0.00%+326,598+107.6%Added
Morgan Stanley602,513$13.1M0.00%−128,998−17.6%Reduced
Scopus Asset Management, L.P.520,748$11.3M0.41%+520,748New
Royce & Associates LP514,258$11.2M0.12%−239,880−31.8%Reduced
Aventail Capital Group, LP500,845$10.9M0.54%+845+0.2%Added
GW&K Investment Management, LLC433,670$9.44M0.09%+254,320+141.8%Added
T. Rowe Price Investment Management, Inc.379,399$8.26M0.01%−2,108,744−84.8%Reduced
Sagefield Capital LP370,433$8.06M0.97%+171,240+86.0%Added
Oberweis Asset Management Inc360,000$7.83M0.39%+360,000New
Pinnacle Associates Ltd357,665$7.78M0.11%+80,217+28.9%Added
Northern Trust Corp355,357$7.73M0.00%+42,810+13.7%Added
Emerald Mutual Fund Advisers Trust341,874$7.44M0.53%+2,071+0.6%Added
Two Sigma Investments, LP332,877$7.24M0.02%+120,454+56.7%Added
Gilder Gagnon Howe & Co LLC296,799$6.46M0.08%+296,799New
Ballast Asset Management, LP295,118$6.42M3.38%+4,374+1.5%Added
Balyasny Asset Management LLC288,796$6.28M0.02%+288,796New
Channing Capital Management, LLC284,910$6.20M0.19%+284,910New
AYAL Capital Advisors Ltd284,521$6.19M4.11%−40,800−12.5%Reduced
CenterBook Partners LP278,276$6.06M0.39%+109,938+65.3%Added
K2 Principal Fund, L.P.271,039$5.90M0.90%−37,196−12.1%Reduced
Bridgeway Capital Management, LLC267,220$5.81M0.15%+3,950+1.5%Added
Jump Financial, LLC266,711$5.80M0.09%+266,711New
Stephens Investment Management Group LLC265,694$5.78M0.08%+48,243+22.2%Added
Kennedy Capital Management, Inc.264,810$5.76M0.14%+45,219+20.6%Added
Bank of New York Mellon Corp236,080$5.14M0.00%+4,036+1.7%Added
Meros Investment Management, LP233,837$5.09M2.99%−127,888−35.4%Reduced
Raymond James Financial Inc220,516$4.80M0.00%+158,160+253.6%Added
UBS Group AG218,768$4.76M0.00%+12,815+6.2%Added
J. Goldman & Co LP218,221$4.75M0.17%+218,221New
O'Shaughnessy Asset Management, LLC218,186$4.75M0.04%+13,654+6.7%Added
Uniplan Investment Counsel, Inc.213,742$4.65M0.45%−52,072−19.6%Reduced
Two Sigma Advisers, LP212,500$4.62M0.01%+21,700+11.4%Added
Congress Asset Management Co201,255$4.38M0.03%−13,308−6.2%Reduced
Empowered Funds, LLC198,627$4.32M0.06%+3,950+2.0%Added
GeoSphere Capital Management, LLC190,937$4.15M4.85%+190,937New
Acuitas Investments, LLC171,317$3.73M3.18%00.0%Unchanged
Citigroup Inc164,316$3.58M0.00%+129,274+368.9%Added
Voloridge Investment Management, LLC163,835$3.57M0.01%+54,806+50.3%Added
Susquehanna International Group, LLP153,428$3.34M0.01%+85,437+125.7%Added
Universal- Beteiligungs- und Servicegesellschaft mbH146,770$3.19M0.01%+146,770New
Quantbot Technologies LP142,793$3.11M0.10%+142,793New
Ritholtz Wealth Management127,926$2.78M0.08%+15,010+13.3%Added
Hel Ved Capital Management Ltd125,400$2.73M1.38%+125,400New
Bank of America Corp117,624$2.56M0.00%+65,522+125.8%Added
First Trust Advisors LP116,964$2.55M0.00%+5,135+4.6%Added
AQR Capital Management LLC113,736$2.47M0.00%+260.0%Added
EAM Investors, LLC112,967$2.46M0.43%−86,034−43.2%Reduced
American Century Companies Inc100,224$2.18M0.00%−515,127−83.7%Reduced
Cubist Systematic Strategies, LLC98,592$2.15M0.03%+98,592New
Kingsview Wealth Management, LLC93,849$2.04M0.04%+93,849New
Point72 Asset Management, L.P.93,716$2.04M0.01%+93,716New
Charles Schwab Investment Management Inc90,429$1.97M0.00%+14,074+18.4%Added
Credit Agricole S A88,939$1.94M0.01%+11,221+14.4%Added
AE Wealth Management LLC85,948$1.87M0.02%+35,302+69.7%Added
Jane Street Group, LLC85,256$1.86M0.00%+44,652+110.0%Added
PDT Partners, LLC85,038$1.85M0.13%+70,692+492.8%Added
Moody Aldrich Partners LLC82,971$1.81M0.38%+82,971New
Ameriprise Financial Inc81,402$1.77M0.00%−109,753−57.4%Reduced
Aquatic Capital Management LLC79,179$1.72M0.04%+76,204+2,561.5%Added
Squarepoint Ops LLC78,291$1.70M0.00%+27,817+55.1%Added
Verition Fund Management LLC78,118$1.70M0.01%+70,546+931.7%Added
Russell Investments Group, Ltd.77,879$1.69M0.00%+604+0.8%Added
Invesco Ltd.77,599$1.69M0.00%−327,230−80.8%Reduced
JPMorgan Chase & Co77,567$1.69M0.00%−86,028−52.6%Reduced
Castleark Management LLC76,970$1.67M0.06%−54,660−41.5%Reduced
State of Wisconsin Investment Board76,644$1.67M0.00%+55,393+260.7%Added
Barclays PLC74,677$1.62M0.00%+32,862+78.6%Added
Nuveen, LLC73,463$1.60M0.00%+73,463New
Deutsche Bank AG73,379$1.60M0.00%−2,097−2.8%Reduced
Swiss National Bank66,300$1.44M0.00%+66,300New
Keeley-Teton Advisors, LLC64,253$1.40M0.17%+64,253New
Clough Capital Partners L P60,284$1.31M0.17%+1,993+3.4%Added
Connor, Clark & Lunn Investment Management Ltd.58,868$1.28M0.01%+58,868New
Marshall Wace, LLP53,283$1.16M0.00%+45,883+620.0%Added
XTX Topco Ltd51,367$1.12M0.06%+39,660+338.8%Added
Bryce Point Capital, LLC46,475$1.11M0.84%+46,475New
Boston Partners46,338$1.01M0.00%−15,812−25.4%Reduced
Rhumbline Advisers44,209$962.0K0.00%+1,991+4.7%Added
Phoenix Holdings Ltd.40,007$875.4K0.01%+3,682+10.1%Added
HRT Financial LP40,156$873.0K0.01%+40,156New
Dynamic Technology Lab Private Ltd37,078$807.0K0.12%+37,078New
Retirement Planning Group36,855$802.0K0.04%+175+0.5%Added
Renaissance Technologies LLC36,800$800.8K0.00%−209,500−85.1%Reduced
Assenagon Asset Management S.A.35,500$772.5K0.00%+35,500New
Creative Planning34,892$759.3K0.00%+5,401+18.3%Added