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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, Q3 2025

Institutional positions in Solaris Energy Infrastructure, Inc. as of Sep 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
272
+61 vs. Q2 2025
Shares held
55.3M
+7.49M (+15.7%) vs. Q2 2025
Total value
$2.21B
+$857.6M (+63.4%) vs. Q2 2025
New holders
88
82 more added
Sold out
27
76 more reduced

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 272 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 heldQ3 2025: $2.21B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Solaris Energy Infrastructure, Inc.; share changes are against Q2 2025.

Institutions holding SEI in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ritholtz Wealth Management133,717$5.34M0.10%+539+0.4%Added
GeoSphere Capital Management, LLC139,472$5.57M4.25%−66,500−32.3%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office145,600$5.82M0.15%+145,600New
Quantbot Technologies LP161,433$6.45M0.18%+42,900+36.2%Added
Agf Management Ltd165,442$6.61M0.03%+165,442New
Ballast Asset Management, LP181,774$7.27M3.32%−113,344−38.4%Reduced
Acuitas Investments, LLC182,886$7.31M4.69%−6,132−3.2%Reduced
Uniplan Investment Counsel, Inc.183,793$7.35M0.72%−30,756−14.3%Reduced
Citadel Advisors LLC186,317$7.45M0.01%+140,209+304.1%Added
Castleark Management LLC193,926$7.75M0.22%+116,896+151.8%Added
O'Shaughnessy Asset Management, LLC203,129$8.12M0.05%−47,378−18.9%Reduced
AYAL Capital Advisors Ltd231,381$9.25M5.33%−65,758−22.1%Reduced
Cubist Systematic Strategies, LLC233,662$9.34M0.13%+47,545+25.5%Added
Russell Investments Group, Ltd.236,408$9.45M0.01%+113,848+92.9%Added
Jump Financial, LLC239,900$9.59M0.12%−208,131−46.5%Reduced
Gilder Gagnon Howe & Co LLC260,453$10.4M0.11%−5,548−2.1%Reduced
Stephens Investment Management Group LLC266,083$10.6M0.14%−2,187−0.8%Reduced
Aventail Capital Group, LP266,267$10.6M0.51%−234,578−46.8%Reduced
Channing Capital Management, LLC267,831$10.7M0.28%−85,461−24.2%Reduced
Two Sigma Advisers, LP269,800$10.8M0.02%+58,300+27.6%Added
Qube Research & Technologies Ltd280,102$11.2M0.02%+265,600+1,831.5%Added
Meros Investment Management, LP291,738$11.7M4.98%−11,008−3.6%Reduced
Concentric Capital Strategies, LP299,968$12.0M0.57%+299,968New
Sagefield Capital LP302,766$12.1M1.35%−191,418−38.7%Reduced
Bank of New York Mellon Corp308,229$12.3M0.00%+62,272+25.3%Added
Emerald Mutual Fund Advisers Trust308,798$12.3M0.64%−7,174−2.3%Reduced
Kennedy Capital Management, Inc.317,734$12.7M0.28%+31,622+11.1%Added
Progeny 3, Inc.322,300$12.9M0.66%+322,300New
Northern Trust Corp333,998$13.3M0.00%+5,852+1.8%Added
Charles Schwab Investment Management Inc338,893$13.5M0.00%+230,644+213.1%Added
Hiddenite Capital Partners LP350,000$14.0M7.58%+350,000New
Squarepoint Ops LLC353,839$14.1M0.03%+94,591+36.5%Added
Pinnacle Associates Ltd355,188$14.2M0.19%−8,422−2.3%Reduced
Portolan Capital Management, LLC363,440$14.5M0.79%+363,440New
Oberweis Asset Management Inc366,900$14.7M0.56%00.0%Unchanged
Jennison Associates LLC386,447$15.4M0.01%+373,854+2,968.7%Added
Assenagon Asset Management S.A.395,554$15.8M0.02%+360,054+1,014.2%Added
CenterBook Partners LP415,453$16.6M0.82%+347,693+513.1%Added
Ranger Investment Management, L.P.426,140$17.0M1.19%+426,140New
Tudor Investment Corp Et Al468,187$18.7M0.12%+71,796+18.1%Added
Royce & Associates LP494,568$19.8M0.20%−28,810−5.5%Reduced
Voya Investment Management LLC531,023$21.2M0.02%+520,353+4,876.8%Added
Marshall Wace, LLP532,538$21.3M0.02%+506,415+1,938.6%Added
Discovery Capital Management, LLC569,200$22.8M1.25%+569,200New
Dimensional Fund Advisors LP577,332$23.1M0.00%−109,780−16.0%Reduced
UBS Group AG590,743$23.6M0.00%−271,188−31.5%Reduced
Emerald Advisers, LLC616,719$24.7M0.79%−21,658−3.4%Reduced
Goodlander Investment Management, LLC650,000$26.0M9.91%−50,000−7.1%Reduced
Price T Rowe Associates Inc728,373$29.1M0.00%+706,784+3,273.8%Added
SIR Capital Management, L.P.763,894$30.5M2.74%−267,963−26.0%Reduced
Millennium Management LLC802,148$32.1M0.03%+155,385+24.0%Added
Westwood Holdings Group Inc.861,121$34.4M0.25%−643,617−42.8%Reduced
Ceredex Value Advisors LLC876,900$35.0M0.81%+876,900New
Geode Capital Management, LLC911,202$36.4M0.00%+47,649+5.5%Added
Driehaus Capital Management LLC961,547$38.4M0.28%−1,282,827−57.2%Reduced
Brightline Capital Management, LLC1,003,000$40.1M16.43%−119,000−10.6%Reduced
Advent International Corp1,006,900$40.2M0.81%+1,006,900New
Two Sigma Investments, LP1,007,320$40.3M0.06%+474,087+88.9%Added
State Street Corp1,043,621$41.7M0.00%+121,686+13.2%Added
Jane Street Group, LLC1,044,042$41.7M0.05%+1,044,042New
Point72 Asset Management, L.P.1,097,575$43.9M0.10%+923,326+529.9%Added
Situational Awareness LP1,150,300$46.0M2.05%+1,150,300New
GW&K Investment Management, LLC1,177,830$47.1M0.42%+130,975+12.5%Added
Wellington Management Group LLP1,222,542$48.9M0.01%−30,255−2.4%Reduced
Van Eck Associates Corp1,295,898$51.8M0.05%+1,116,794+623.5%Added
Goldman Sachs Group Inc1,696,481$67.8M0.01%+851,900+100.9%Added
Summit Partners Public Asset Management, LLC1,796,310$71.8M2.34%−613,306−25.5%Reduced
Morgan Stanley1,891,539$75.6M0.00%+307,300+19.4%Added
FMR LLC2,237,437$89.4M0.00%+584,823+35.4%Added
Vanguard Group Inc2,664,870$106.5M0.00%+224,021+9.2%Added
Encompass Capital Advisors LLC2,919,586$116.7M5.25%−707,572−19.5%Reduced
BlackRock, Inc.4,852,484$194.0M0.00%−1,282,369−20.9%Reduced
Honeycomb Asset Management LP0$00.00%−672,000−100.0%Sold out
Scopus Asset Management, L.P.0$00.00%−378,746−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−335,940−100.0%Sold out
Congress Asset Management Co0$00.00%−202,041−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−180,000−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−100,964−100.0%Sold out
American Century Companies Inc0$00.00%−91,585−100.0%Sold out
Aperture Investors, LLC0$00.00%−79,243−100.0%Sold out
Covalis Capital LLP0$00.00%−66,412−100.0%Sold out
CoreCommodity Management, LLC0$00.00%−51,483−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−49,200−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−47,158−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−42,000−100.0%Sold out
Eschler Asset Management LLP0$00.00%−30,599−100.0%Sold out
Centiva Capital, LP0$00.00%−21,716−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−20,000−100.0%Sold out
Winton Group Ltd0$00.00%−18,142−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−11,343−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−6,350−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−5,000−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−454−100.0%Sold out
IFP Advisors, Inc0$00.00%0Sold out
Skopos Labs, Inc.0$00.00%−159−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−39−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−33−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−12−100.0%Sold out
Stephens Consulting, LLC0$00.00%−1−100.0%Sold out
First Horizon Advisors, Inc.––––Not filed