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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 2026

Institutional positions in Solaris Energy Infrastructure, Inc. as of Mar 31, 2026. 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
363
+33 vs. Q4 2025
Shares held
65.2M
+654.7K (+1.0%) vs. Q4 2025
Total value
$3.69B
+$717.3M (+24.2%) vs. Q4 2025
New holders
91
126 more added
Sold out
58
112 more reduced

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 363 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 2026: $3.69B
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 2026

Shares, value and share of portfolio for each institution holding Solaris Energy Infrastructure, Inc.; share changes are against Q4 2025.

Institutions holding SEI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.4,122,436$233.0M0.00%−189,532−4.4%Reduced
Millennium Management LLC2,285,544$129.2M0.10%+440,494+23.9%Added
Vanguard Capital Management LLC2,040,451$115.3M0.00%+2,040,451New
Van Eck Associates Corp1,954,455$110.4M0.08%+712,736+57.4%Added
Two Sigma Investments, LP1,941,546$109.7M0.09%+861,615+79.8%Added
FMR LLC1,862,561$105.3M0.01%−427,003−18.6%Reduced
Encompass Capital Advisors LLC1,750,000$98.9M4.03%−809,543−31.6%Reduced
Summit Partners Public Asset Management, LLC1,729,055$97.7M4.52%−347,269−16.7%Reduced
Morgan Stanley1,707,455$96.5M0.01%−383,909−18.4%Reduced
Driehaus Capital Management LLC1,628,174$92.0M0.68%+400,453+32.6%Added
Jane Street Group, LLC1,568,463$88.6M0.10%−72,553−4.4%Reduced
Marshall Wace, LLP1,470,242$83.1M0.09%+632,132+75.4%Added
State Street Corp1,355,346$76.6M0.00%+181,149+15.4%Added
Advent International Corp1,241,362$70.1M1.65%−22,447−1.8%Reduced
Jennison Associates LLC1,179,736$66.7M0.05%+805,319+215.1%Added
Principal Financial Group Inc1,144,652$64.7M0.03%−321,691−21.9%Reduced
Goldman Sachs Group Inc1,133,863$64.1M0.01%−748,984−39.8%Reduced
Valiant Capital Management, L.P.1,119,503$63.3M4.98%+385,004+52.4%Added
Situational Awareness LP1,105,551$62.5M1.62%−760,949−40.8%Reduced
Situational Awareness Partners LP1,105,551$62.5M1.62%+1,105,551New
Geode Capital Management, LLC1,101,151$62.2M0.00%+77,978+7.6%Added
GW&K Investment Management, LLC1,061,673$60.0M0.53%−20,785−1.9%Reduced
Wellington Management Group LLP929,162$52.5M0.01%−318,501−25.5%Reduced
Value Aligned Research Advisors, LLC896,985$50.7M0.60%−78,954−8.1%Reduced
Dimensional Fund Advisors LP871,462$49.2M0.01%+142,973+19.6%Added
Qube Research & Technologies Ltd793,314$44.8M0.06%−361,550−31.3%Reduced
Voya Investment Management LLC790,645$44.7M0.05%+314,169+65.9%Added
Ameriprise Financial Inc725,023$41.0M0.01%+618,991+583.8%Added
UBS Group AG712,709$40.3M0.01%+70,464+11.0%Added
Korea Investment CORP670,514$37.9M0.08%+643,414+2,374.2%Added
Ranger Investment Management, L.P.607,810$34.3M2.49%−15,403−2.5%Reduced
Vanguard Portfolio Management LLC606,161$34.3M0.00%+606,161New
Westwood Holdings Group Inc.602,566$34.1M0.25%−87,202−12.6%Reduced
Emerald Advisers, LLC594,687$33.6M1.06%−32,005−5.1%Reduced
Nuveen, LLC545,259$30.8M0.01%−171,707−23.9%Reduced
Oberweis Asset Management Inc531,889$30.1M0.89%+164,989+45.0%Added
Citadel Advisors LLC493,484$27.9M0.02%−671,016−57.6%Reduced
Deutsche Bank AG448,900$25.4M0.01%+51,544+13.0%Added
Kennedy Capital Management, Inc.443,111$25.0M0.53%−186,636−29.6%Reduced
Assenagon Asset Management S.A.431,923$24.4M0.04%+204,381+89.8%Added
Gilder Gagnon Howe & Co LLC408,023$23.1M0.28%+163,978+67.2%Added
Franklin Resources Inc395,111$22.3M0.01%+338,999+604.1%Added
Northern Trust Corp390,470$22.1M0.00%+29,719+8.2%Added
Cushing Asset Management, LP388,000$21.9M1.09%+327,000+536.1%Added
BNP Paribas Arbitrage, SA385,936$21.8M0.01%+99,057+34.5%Added
Charles Schwab Investment Management Inc376,628$21.3M0.00%+351+0.1%Added
Point72 Asset Management, L.P.328,460$18.6M0.03%+284,160+641.4%Added
Royce & Associates LP327,167$18.5M0.18%−4,798−1.4%Reduced
Squarepoint Ops LLC325,806$18.4M0.04%+222,195+214.5%Added
Vanguard Fiduciary Trust Co319,204$18.0M0.00%+319,204New
Emerald Mutual Fund Advisers Trust314,782$17.8M0.86%+2,755+0.9%Added
Sagefield Capital LP302,834$17.1M1.23%−93,637−23.6%Reduced
Balyasny Asset Management LLC287,171$16.2M0.03%−23,817−7.7%Reduced
Penn Capital Management Co Inc280,682$15.9M1.23%−7,661−2.7%Reduced
Barclays PLC280,574$15.9M0.01%−41,547−12.9%Reduced
AYAL Capital Advisors Ltd268,800$15.2M7.78%−40,321−13.0%Reduced
Bank of America Corp264,126$14.9M0.00%+3,024+1.2%Added
SEI Investments Co261,807$14.8M0.01%+123,578+89.4%Added
Neuberger Berman Group LLC257,680$14.6M0.01%+88,430+52.2%Added
Russell Investments Group, Ltd.257,628$14.6M0.02%−10,490−3.9%Reduced
New York State Common Retirement Fund254,819$14.4M0.02%+51,991+25.6%Added
First Trust Advisors LP248,860$14.1M0.01%+11,744+5.0%Added
Nomura Asset Management International Inc.240,077$13.6M0.02%−9,810−3.9%Reduced
Axiom Investors LLC231,300$13.1M0.15%+231,300New
Bank of Montreal229,527$13.0M0.01%−19,651−7.9%Reduced
Stephens Investment Management Group LLC227,879$12.9M0.18%−19,699−8.0%Reduced
Wealth High Governance Asset Management Ltda.227,168$12.8M2.00%+13,533+6.3%Added
No Street GP LP225,000$12.7M0.85%−150,000−40.0%Reduced
Bessemer Group Inc220,826$12.5M0.02%−59,756−21.3%Reduced
Bank of New York Mellon Corp214,427$12.1M0.00%+10,775+5.3%Added
Bank of Nova Scotia213,995$12.1M0.02%−53,083−19.9%Reduced
Brown Brothers Harriman & Co210,000$11.9M0.06%+210,000New
Jump Financial, LLC194,827$11.0M0.16%−14,163−6.8%Reduced
Trexquant Investment LP188,956$10.7M0.08%+165,685+712.0%Added
Citigroup Inc172,914$9.77M0.01%−142,562−45.2%Reduced
Aventail Capital Group, LP163,934$9.26M0.45%−136,135−45.4%Reduced
SIR Capital Management, L.P.163,914$9.26M0.86%−1,045−0.6%Reduced
Picton Mahoney Asset Management163,385$9.23M0.10%+163,385New
Palisade Capital Management LLC155,499$8.79M0.29%+155,499New
Banco Santander, S.A.151,469$8.56M0.07%−23,031−13.2%Reduced
Channing Capital Management, LLC149,205$8.43M0.22%−56,085−27.3%Reduced
CenterBook Partners LP146,712$8.29M0.45%−209,760−58.8%Reduced
Meros Investment Management, LP143,771$8.12M3.52%−20,553−12.5%Reduced
Uniplan Investment Counsel, Inc.136,972$7.74M0.79%−7,403−5.1%Reduced
O'Shaughnessy Asset Management, LLC135,510$7.66M0.04%−13,392−9.0%Reduced
Freestone Grove Partners LP133,480$7.54M0.05%−79,660−37.4%Reduced
Ceredex Value Advisors LLC132,350$7.48M0.24%−680,551−83.7%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH131,753$7.45M0.01%−12,612−8.7%Reduced
Wells Fargo & Company131,590$7.44M0.00%−450−0.3%Reduced
BW Gestao de Investimentos Ltda.122,832$6.94M0.31%−13,533−9.9%Reduced
Wealth High Governance Capital Ltda122,832$6.94M2.08%−13,533−9.9%Reduced
Pinnacle Associates Ltd122,748$6.94M0.09%−90,534−42.4%Reduced
Hallstatt Advisors L.P.120,209$6.79M5.37%+120,209New
Lisanti Capital Growth, LLC117,315$6.63M1.67%+33,430+39.9%Added
Ballast Asset Management, LP115,871$6.55M2.91%+2,845+2.5%Added
Credit Agricole S A114,305$6.46M0.02%−100−0.1%Reduced
EAM Investors, LLC113,459$6.41M0.74%−9,499−7.7%Reduced
LPL Financial LLC112,537$6.36M0.00%+56,588+101.1%Added
Clearbridge Investments, LLC111,564$6.30M0.01%+111,564New
Silvercrest Asset Management Group LLC110,552$6.25M0.05%+97,311+734.9%Added