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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 2025

Institutional positions in Solaris Energy Infrastructure, Inc. as of Jun 30, 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
213
+18 vs. Q1 2025
Shares held
47.8M
+7.06M (+17.3%) vs. Q1 2025
Total value
$1.35B
+$465.7M (+52.5%) vs. Q1 2025
New holders
55
92 more added
Sold out
37
47 more reduced

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 2025: 213 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 2025: $1.35B
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 2025

Shares, value and share of portfolio for each institution holding Solaris Energy Infrastructure, Inc.; share changes are against Q1 2025.

Institutions holding SEI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.6,134,853$173.6M0.00%−425,682−6.5%Reduced
Encompass Capital Advisors LLC3,627,158$102.6M4.14%−1,819−0.1%Reduced
Vanguard Group Inc2,440,849$69.1M0.00%+829,619+51.5%Added
Summit Partners Public Asset Management, LLC2,409,616$68.2M2.66%+993,772+70.2%Added
Driehaus Capital Management LLC2,244,374$63.5M0.51%+218,957+10.8%Added
FMR LLC1,652,614$46.8M0.00%+1,647,333+31,193.6%Added
Morgan Stanley1,584,239$44.8M0.00%+981,726+162.9%Added
Westwood Holdings Group Inc.1,504,738$42.6M0.31%+158,338+11.8%Added
Wellington Management Group LLP1,252,797$35.4M0.01%+260,174+26.2%Added
Brightline Capital Management, LLC1,122,000$31.7M13.67%+5,000+0.4%Added
GW&K Investment Management, LLC1,046,855$29.6M0.27%+613,185+141.4%Added
SIR Capital Management, L.P.1,031,857$29.2M2.60%+27,624+2.8%Added
State Street Corp921,935$26.1M0.00%+72,627+8.6%Added
Geode Capital Management, LLC863,553$24.4M0.00%+83,914+10.8%Added
UBS Group AG861,931$24.4M0.01%+643,163+294.0%Added
Goldman Sachs Group Inc844,581$23.9M0.00%+214,339+34.0%Added
Goodlander Investment Management, LLC700,000$19.8M8.13%+700,000New
Dimensional Fund Advisors LP687,112$19.4M0.00%+2090.0%Added
Honeycomb Asset Management LP672,000$19.0M11.61%+672,000New
Millennium Management LLC646,763$18.3M0.02%−471,562−42.2%Reduced
Emerald Advisers, LLC638,377$18.1M0.66%−59,611−8.5%Reduced
Two Sigma Investments, LP533,233$15.1M0.03%+200,356+60.2%Added
Royce & Associates LP523,378$14.8M0.15%+9,120+1.8%Added
Aventail Capital Group, LP500,845$14.2M0.63%00.0%Unchanged
Sagefield Capital LP494,184$14.0M1.95%+123,751+33.4%Added
Jump Financial, LLC448,031$12.7M0.16%+181,320+68.0%Added
Tudor Investment Corp Et Al396,391$11.2M0.08%+371,402+1,486.3%Added
Scopus Asset Management, L.P.378,746$10.7M0.29%−142,002−27.3%Reduced
Oberweis Asset Management Inc366,900$10.4M0.45%+6,900+1.9%Added
Pinnacle Associates Ltd363,610$10.3M0.15%+5,945+1.7%Added
Channing Capital Management, LLC353,292$9.99M0.28%+68,382+24.0%Added
T. Rowe Price Investment Management, Inc.335,940$9.50M0.01%−43,459−11.5%Reduced
Northern Trust Corp328,146$9.28M0.00%−27,211−7.7%Reduced
Emerald Mutual Fund Advisers Trust315,972$8.94M0.54%−25,902−7.6%Reduced
Meros Investment Management, LP302,746$8.56M4.06%+68,909+29.5%Added
AYAL Capital Advisors Ltd297,139$8.41M4.58%+12,618+4.4%Added
Ballast Asset Management, LP295,118$8.35M4.34%00.0%Unchanged
Kennedy Capital Management, Inc.286,112$8.09M0.19%+21,302+8.0%Added
Stephens Investment Management Group LLC268,270$7.59M0.10%+2,576+1.0%Added
Gilder Gagnon Howe & Co LLC266,001$7.53M0.08%−30,798−10.4%Reduced
Squarepoint Ops LLC259,248$7.33M0.02%+180,957+231.1%Added
Bank of America Corp253,785$7.18M0.00%+136,161+115.8%Added
O'Shaughnessy Asset Management, LLC250,507$7.09M0.05%+32,321+14.8%Added
Bank of New York Mellon Corp245,957$6.96M0.00%+9,877+4.2%Added
Uniplan Investment Counsel, Inc.214,549$6.07M0.61%+807+0.4%Added
Two Sigma Advisers, LP211,500$5.98M0.01%−1,000−0.5%Reduced
GeoSphere Capital Management, LLC205,972$5.83M5.93%+15,035+7.9%Added
Congress Asset Management Co202,041$5.72M0.04%+786+0.4%Added
Acuitas Investments, LLC189,018$5.35M4.26%+17,701+10.3%Added
Cubist Systematic Strategies, LLC186,117$5.27M0.06%+87,525+88.8%Added
Verition Fund Management LLC183,936$5.20M0.03%+105,818+135.5%Added
Ghisallo Capital Management LLC180,000$5.09M0.14%+180,000New
Van Eck Associates Corp179,104$5.07M0.01%+179,104New
Point72 Asset Management, L.P.174,249$4.93M0.01%+80,533+85.9%Added
Ameriprise Financial Inc170,014$4.81M0.00%+88,612+108.9%Added
Universal- Beteiligungs- und Servicegesellschaft mbH162,966$4.61M0.01%+16,196+11.0%Added
EAM Investors, LLC146,435$4.14M0.63%+33,468+29.6%Added
Rockefeller Capital Management L.P.142,500$4.03M0.01%+142,500New
Ritholtz Wealth Management133,178$3.77M0.08%+5,252+4.1%Added
First Trust Advisors LP129,231$3.66M0.00%+12,267+10.5%Added
Russell Investments Group, Ltd.122,560$3.47M0.00%+44,681+57.4%Added
AE Wealth Management LLC120,112$3.40M0.02%+34,164+39.7%Added
Quantbot Technologies LP118,533$3.35M0.09%−24,260−17.0%Reduced
Citigroup Inc113,009$3.20M0.00%−51,307−31.2%Reduced
AQR Capital Management LLC110,003$3.11M0.00%−3,733−3.3%Reduced
Charles Schwab Investment Management Inc108,249$3.06M0.00%+17,820+19.7%Added
Susquehanna International Group, LLP103,814$2.94M0.00%−49,614−32.3%Reduced
Connor, Clark & Lunn Investment Management Ltd.100,964$2.86M0.01%+42,096+71.5%Added
American Century Companies Inc91,585$2.59M0.00%−8,639−8.6%Reduced
Principal Financial Group Inc88,147$2.49M0.00%+88,147New
UBS Asset Management Americas Inc83,087$2.35M0.00%+57,764+228.1%Added
Moody Aldrich Partners LLC81,717$2.31M0.45%−1,254−1.5%Reduced
Schonfeld Strategic Advisors LLC81,638$2.31M0.02%+81,638New
Numerai GP LLC79,854$2.26M0.33%+58,319+270.8%Added
Aperture Investors, LLC79,243$2.24M0.30%+79,243New
Barclays PLC78,620$2.22M0.00%+3,943+5.3%Added
Castleark Management LLC77,030$2.18M0.07%+60+0.1%Added
Deutsche Bank AG75,744$2.14M0.00%+2,365+3.2%Added
Clough Capital Partners L P75,716$2.14M0.21%+15,432+25.6%Added
Nuveen, LLC74,433$2.11M0.00%+970+1.3%Added
JPMorgan Chase & Co69,297$1.96M0.00%−8,270−10.7%Reduced
CenterBook Partners LP67,760$1.92M0.11%−210,516−75.7%Reduced
Covalis Capital LLP66,412$1.88M0.24%+66,412New
Invesco Ltd.65,060$1.84M0.00%−12,539−16.2%Reduced
Aquatic Capital Management LLC62,772$1.78M0.04%−16,407−20.7%Reduced
Swiss National Bank62,400$1.77M0.00%−3,900−5.9%Reduced
Gabelli Funds LLC56,306$1.59M0.01%+56,306New
Rhumbline Advisers54,535$1.54M0.00%+10,326+23.4%Added
Boston Partners52,909$1.50M0.00%+6,571+14.2%Added
CoreCommodity Management, LLC51,483$1.46M0.24%+51,483New
Jefferies Financial Group Inc.49,200$1.39M0.02%+49,200New
Franklin Resources Inc48,153$1.36M0.00%+19,532+68.2%Added
Voloridge Investment Management, LLC47,158$1.33M0.00%−116,677−71.2%Reduced
Raymond James Financial Inc46,783$1.32M0.00%−173,733−78.8%Reduced
Citadel Advisors LLC46,108$1.30M0.00%−810,629−94.6%Reduced
Brevan Howard Capital Management LP43,820$1.24M0.01%+43,820New
Hussman Strategic Advisors, Inc.42,000$1.19M0.27%+42,000New
Retirement Planning Group37,086$1.05M0.04%+231+0.6%Added
State of Wisconsin Investment Board36,442$1.03M0.00%−40,202−52.5%Reduced
Legal & General Group Plc36,307$1.03M0.00%+5,119+16.4%Added