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, Q4 2025
Institutional positions in Solaris Energy Infrastructure, Inc. as of Dec 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
- 335
- +69 vs. Q3 2025
- Shares held
- 67.6M
- +12.6M (+22.9%) vs. Q3 2025
- Total value
- $3.11B
- +$909.2M (+41.4%) vs. Q3 2025
- New holders
- 102
- 124 more added
- Sold out
- 33
- 85 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 433 | $5.71B |
| Q1 2026 | 363 | $3.69B |
| Q4 2025 | 335 | $3.11B |
| Q3 2025 | 272 | $2.21B |
| Q2 2025 | 213 | $1.35B |
| Q1 2025 | 200 | $890.9M |
| Q4 2024 | 179 | $1.01B |
| Q3 2024 | 135 | $304.9M |
| Q2 2024 | 129 | $202.4M |
| Q1 2024 | 132 | $214.8M |
| Q4 2023 | 140 | $191.7M |
| Q3 2023 | 119 | $230.1M |
| Q2 2023 | 100 | $182.1M |
| Q1 2023 | 117 | $196.4M |
| Q4 2022 | 128 | $239.4M |
| Q3 2022 | 128 | $224.7M |
| Q2 2022 | 134 | $267.4M |
| Q1 2022 | 121 | $287.5M |
| Q4 2021 | 108 | $157.4M |
| Q3 2021 | 107 | $184.2M |
| Q2 2021 | 111 | $224.0M |
| Q1 2021 | 112 | $282.7M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Solaris Energy Infrastructure, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 553,400 | $25.4M | 0.05% | +283,600+105.1% | Added |
| Ranger Investment Management, L.P. | 623,213 | $28.6M | 1.97% | +197,073+46.2% | Added |
| Emerald Advisers, LLC | 626,692 | $28.8M | 0.89% | +9,973+1.6% | Added |
| Kennedy Capital Management, Inc. | 629,747 | $28.9M | 0.61% | +312,013+98.2% | Added |
| UBS Group AG | 642,245 | $29.5M | 0.01% | +51,502+8.7% | Added |
| Westwood Holdings Group Inc. | 689,768 | $31.7M | 0.26% | −171,353−19.9% | Reduced |
| Nuveen, LLC | 716,966 | $33.0M | 0.01% | +644,466+888.9% | Added |
| Dimensional Fund Advisors LP | 728,489 | $33.5M | 0.01% | +151,157+26.2% | Added |
| Valiant Capital Management, L.P. | 734,499 | $33.8M | 2.84% | +734,499 | New |
| Ceredex Value Advisors LLC | 812,901 | $37.4M | 1.12% | −63,999−7.3% | Reduced |
| Marshall Wace, LLP | 838,110 | $38.5M | 0.04% | +305,572+57.4% | Added |
| Goodlander Investment Management, LLC | 960,000 | $44.1M | 16.86% | +310,000+47.7% | Added |
| Value Aligned Research Advisors, LLC | 975,939 | $44.9M | 0.92% | +975,939 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,021,000 | $46.9M | 0.08% | +1,021,000 | New |
| Geode Capital Management, LLC | 1,023,173 | $47.0M | 0.00% | +111,971+12.3% | Added |
| Two Sigma Investments, LP | 1,079,931 | $49.6M | 0.07% | +72,611+7.2% | Added |
| GW&K Investment Management, LLC | 1,082,458 | $49.8M | 0.43% | −95,372−8.1% | Reduced |
| Qube Research & Technologies Ltd | 1,154,864 | $53.1M | 0.08% | +874,762+312.3% | Added |
| Citadel Advisors LLC | 1,164,500 | $53.5M | 0.04% | +978,183+525.0% | Added |
| State Street Corp | 1,174,197 | $54.0M | 0.00% | +130,576+12.5% | Added |
| Driehaus Capital Management LLC | 1,227,721 | $56.4M | 0.38% | +266,174+27.7% | Added |
| Van Eck Associates Corp | 1,241,719 | $57.1M | 0.05% | −54,179−4.2% | Reduced |
| Wellington Management Group LLP | 1,247,663 | $57.4M | 0.01% | +25,121+2.1% | Added |
| Advent International Corp | 1,263,809 | $58.1M | 1.20% | +256,909+25.5% | Added |
| Principal Financial Group Inc | 1,466,343 | $67.4M | 0.03% | +1,400,311+2,120.7% | Added |
| Jane Street Group, LLC | 1,641,016 | $75.4M | 0.09% | +596,974+57.2% | Added |
| Millennium Management LLC | 1,845,050 | $84.8M | 0.06% | +1,042,902+130.0% | Added |
| Situational Awareness LP | 1,866,500 | $85.8M | 2.19% | +716,200+62.3% | Added |
| Goldman Sachs Group Inc | 1,882,847 | $86.6M | 0.01% | +186,366+11.0% | Added |
| Summit Partners Public Asset Management, LLC | 2,076,324 | $95.4M | 2.68% | +280,014+15.6% | Added |
| Morgan Stanley | 2,091,364 | $96.1M | 0.01% | +199,825+10.6% | Added |
| FMR LLC | 2,289,564 | $105.3M | 0.01% | +52,127+2.3% | Added |
| Encompass Capital Advisors LLC | 2,559,543 | $117.7M | 5.63% | −360,043−12.3% | Reduced |
| Vanguard Group Inc | 2,913,632 | $133.9M | 0.00% | +248,762+9.3% | Added |
| BlackRock, Inc. | 4,311,968 | $198.2M | 0.00% | −540,516−11.1% | Reduced |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −569,200−100.0% | Sold out |
| Acuitas Investments, LLC | 0 | $0 | 0.00% | −182,886−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −165,442−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −161,433−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −145,600−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −133,422−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −116,740−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −93,694−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −91,600−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −54,931−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −46,759−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −25,453−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −22,021−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −19,791−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,239−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −12,041−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −8,801−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,649−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,588−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −5,070−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −4,970−100.0% | Sold out |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,506−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |