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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
State Street Corp921,935$26.1M0.00%+72,627+8.6%Added
SIR Capital Management, L.P.1,031,857$29.2M2.60%+27,624+2.8%Added
GW&K Investment Management, LLC1,046,855$29.6M0.27%+613,185+141.4%Added
Brightline Capital Management, LLC1,122,000$31.7M13.67%+5,000+0.4%Added
Wellington Management Group LLP1,252,797$35.4M0.01%+260,174+26.2%Added
Westwood Holdings Group Inc.1,504,738$42.6M0.31%+158,338+11.8%Added
Morgan Stanley1,584,239$44.8M0.00%+981,726+162.9%Added
FMR LLC1,652,614$46.8M0.00%+1,647,333+31,193.6%Added
Driehaus Capital Management LLC2,244,374$63.5M0.51%+218,957+10.8%Added
Summit Partners Public Asset Management, LLC2,409,616$68.2M2.66%+993,772+70.2%Added
Vanguard Group Inc2,440,849$69.1M0.00%+829,619+51.5%Added
Encompass Capital Advisors LLC3,627,158$102.6M4.14%−1,819−0.1%Reduced
BlackRock, Inc.6,134,853$173.6M0.00%−425,682−6.5%Reduced
Balyasny Asset Management LLC0$00.00%−288,796−100.0%Sold out
K2 Principal Fund, L.P.0$00.00%−271,039−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−267,220−100.0%Sold out
J. Goldman & Co LP0$00.00%−218,221−100.0%Sold out
Empowered Funds, LLC0$00.00%−198,627−100.0%Sold out
Hel Ved Capital Management Ltd0$00.00%−125,400−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−93,849−100.0%Sold out
Jane Street Group, LLC0$00.00%−85,256−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−46,475−100.0%Sold out
HRT Financial LP0$00.00%−40,156−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−37,078−100.0%Sold out
Renaissance Technologies LLC0$00.00%−36,800−100.0%Sold out
Walleye Capital LLC0$00.00%−24,054−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−19,300−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−18,448−100.0%Sold out
Mirae Asset Global ETFs Holdings Ltd.0$00.00%−18,196−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−17,957−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−15,018−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−14,991−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−12,400−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−11,195−100.0%Sold out
Mangrove Partners0$00.00%−10,141−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−9,400−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−9,400−100.0%Sold out
Riverview Trust Co0$00.00%−2,161−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−1,363−100.0%Sold out
Wayfinding Financial, LLC0$00.00%−1,362−100.0%Sold out
STRS Ohio0$00.00%−1,300−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−1,130−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−660−100.0%Sold out
Piper Sandler & Co.0$00.00%−505−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−336−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−103−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−18−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−16−100.0%Sold out
Creative Financial Designs Inc0$00.00%−12−100.0%Sold out
Quest Partners LLC0$00.00%−11−100.0%Sold out
Credit Agricole S A––––Not filed
Keeley-Teton Advisors, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Glenmede Trust Co NA––––Not filed
Lindbrook Capital, LLC––––Not filed