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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
Evercore Wealth Management, LLC25,000$1.41M0.02%00.0%Unchanged
MetLife Investment Management25,210$1.42M0.01%+1,818+7.8%Added
Eventide Asset Management, LLC25,244$1.43M0.02%+25,244New
Quantinno Capital Management LP26,064$1.47M0.00%+4,600+21.4%Added
Virtu Financial LLC26,078$1.47M0.06%+26,078New
Holocene Advisors, LP26,263$1.48M0.00%+26,263New
Fred Alger Management, LLC26,683$1.51M0.01%+26,683New
Silvant Capital Management LLC27,283$1.54M0.05%+27,283New
Portolan Capital Management, LLC27,930$1.58M0.08%+8,456+43.4%Added
Vanguard Asset Management, Ltd29,030$1.64M0.00%+29,030New
Legato Capital Management LLC32,095$1.81M0.17%+10,360+47.7%Added
Clough Capital Partners L P32,476$1.84M0.18%−16,456−33.6%Reduced
Caption Management, LLC33,000$1.86M0.09%−12,923−28.1%Reduced
Rokos Capital Management LLP33,613$1.90M0.03%+33,613New
Stifel Financial Corp36,348$2.05M0.00%+4,730+15.0%Added
Alliancebernstein L.P.45,362$2.09M0.00%−120,235−72.6%Reduced
Legal & General Group Plc37,789$2.14M0.00%−3,655−8.8%Reduced
Bamco Inc38,970$2.20M0.01%+38,970New
LMR Partners LLP39,083$2.21M0.02%−97,848−71.5%Reduced
Creative Planning39,334$2.22M0.00%+2,642+7.2%Added
Penserra Capital Management LLC39,691$2.24M0.03%+39,691New
Asset Management One Co.,Ltd.40,794$2.31M0.01%−6,488−13.7%Reduced
Susquehanna International Group, LLP44,132$2.49M0.00%−89,678−67.0%Reduced
Toronto Dominion Bank44,973$2.54M0.00%+44,973New
Raymond James Financial Inc47,037$2.66M0.00%+1,830+4.0%Added
Zweig-DiMenna Associates LLC47,500$2.68M0.38%+47,500New
Simcoe Capital LLC48,573$2.74M2.52%−58,686−54.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.49,759$2.81M0.01%+49,759New
Gabelli Funds LLC50,127$2.83M0.02%−6,179−11.0%Reduced
Aquatic Capital Management LLC50,462$2.85M0.08%+1,252+2.5%Added
Price T Rowe Associates Inc51,361$2.90M0.00%−270,087−84.0%Reduced
California State Teachers Retirement System51,791$2.93M0.00%+10,083+24.2%Added
Envestnet Asset Management Inc52,507$2.97M0.00%+4,217+8.7%Added
SG Americas Securities, LLC55,839$3.15M0.00%−150,291−72.9%Reduced
Rhumbline Advisers56,058$3.17M0.00%+1,630+3.0%Added
Mirabella Financial Services LLP56,957$3.22M0.31%+56,957New
Arosa Capital Management LP60,000$3.39M2.21%+60,000New
Gunderson Capital Management Inc.60,308$3.41M1.42%+60,308New
Voloridge Investment Management, LLC62,623$3.54M0.01%+62,623New
XTX Topco Ltd64,909$3.67M0.06%+31,780+95.9%Added
Algert Global LLC67,028$3.79M0.06%+48,718+266.1%Added
JPMorgan Chase & Co72,069$3.81M0.00%+6,810+10.4%Added
UBS Asset Management Americas Inc69,576$3.93M0.00%+4,219+6.5%Added
AlphaStar Capital Management, LLC70,968$4.01M0.30%−11,540−14.0%Reduced
Boothbay Fund Management, LLC72,424$4.09M0.10%+57,582+388.0%Added
Candelo Capital Management LP77,574$4.38M4.41%−25,026−24.4%Reduced
Polen Capital Management LLC83,675$4.73M0.03%+55,078+192.6%Added
De Burlo Group Inc84,000$4.75M1.08%+84,000New
GeoSphere Capital Management, LLC85,366$4.82M2.90%−44,106−34.1%Reduced
Hel Ved Capital Management Ltd85,990$4.86M0.84%+85,990New
Swiss National Bank86,900$4.91M0.00%+600+0.7%Added
Ritholtz Wealth Management87,369$4.94M0.09%−15,282−14.9%Reduced
American Century Companies Inc87,453$4.94M0.00%+52,889+153.0%Added
Moody Aldrich Partners LLC93,129$5.26M0.95%−966−1.0%Reduced
Castleark Management LLC94,256$5.33M0.18%−56,740−37.6%Reduced
Royal Bank of Canada96,873$5.47M0.00%+90,945+1,534.2%Added
AQR Capital Management LLC97,466$5.51M0.00%−3,915−3.9%Reduced
Kornitzer Capital Management Inc98,200$5.55M0.12%+1,250+1.3%Added
Cohen & Steers, Inc.98,322$5.56M0.01%+98,322New
ExodusPoint Capital Management, LP103,701$5.86M0.06%−145,456−58.4%Reduced
Invesco Ltd.106,181$6.00M0.00%+53,172+100.3%Added
Ratan Capital Management LP110,046$6.22M2.31%−140,049−56.0%Reduced
Silvercrest Asset Management Group LLC110,552$6.25M0.05%+97,311+734.9%Added
Clearbridge Investments, LLC111,564$6.30M0.01%+111,564New
LPL Financial LLC112,537$6.36M0.00%+56,588+101.1%Added
EAM Investors, LLC113,459$6.41M0.74%−9,499−7.7%Reduced
Credit Agricole S A114,305$6.46M0.02%−100−0.1%Reduced
Ballast Asset Management, LP115,871$6.55M2.91%+2,845+2.5%Added
Lisanti Capital Growth, LLC117,315$6.63M1.67%+33,430+39.9%Added
Hallstatt Advisors L.P.120,209$6.79M5.37%+120,209New
Pinnacle Associates Ltd122,748$6.94M0.09%−90,534−42.4%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
Wells Fargo & Company131,590$7.44M0.00%−450−0.3%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH131,753$7.45M0.01%−12,612−8.7%Reduced
Ceredex Value Advisors LLC132,350$7.48M0.24%−680,551−83.7%Reduced
Freestone Grove Partners LP133,480$7.54M0.05%−79,660−37.4%Reduced
O'Shaughnessy Asset Management, LLC135,510$7.66M0.04%−13,392−9.0%Reduced
Uniplan Investment Counsel, Inc.136,972$7.74M0.79%−7,403−5.1%Reduced
Meros Investment Management, LP143,771$8.12M3.52%−20,553−12.5%Reduced
CenterBook Partners LP146,712$8.29M0.45%−209,760−58.8%Reduced
Channing Capital Management, LLC149,205$8.43M0.22%−56,085−27.3%Reduced
Banco Santander, S.A.151,469$8.56M0.07%−23,031−13.2%Reduced
Palisade Capital Management LLC155,499$8.79M0.29%+155,499New
Picton Mahoney Asset Management163,385$9.23M0.10%+163,385New
SIR Capital Management, L.P.163,914$9.26M0.86%−1,045−0.6%Reduced
Aventail Capital Group, LP163,934$9.26M0.45%−136,135−45.4%Reduced
Citigroup Inc172,914$9.77M0.01%−142,562−45.2%Reduced
Trexquant Investment LP188,956$10.7M0.08%+165,685+712.0%Added
Jump Financial, LLC194,827$11.0M0.16%−14,163−6.8%Reduced
Brown Brothers Harriman & Co210,000$11.9M0.06%+210,000New
Bank of Nova Scotia213,995$12.1M0.02%−53,083−19.9%Reduced
Bank of New York Mellon Corp214,427$12.1M0.00%+10,775+5.3%Added
Bessemer Group Inc220,826$12.5M0.02%−59,756−21.3%Reduced
No Street GP LP225,000$12.7M0.85%−150,000−40.0%Reduced
Wealth High Governance Asset Management Ltda.227,168$12.8M2.00%+13,533+6.3%Added
Stephens Investment Management Group LLC227,879$12.9M0.18%−19,699−8.0%Reduced
Bank of Montreal229,527$13.0M0.01%−19,651−7.9%Reduced
Axiom Investors LLC231,300$13.1M0.15%+231,300New
Nomura Asset Management International Inc.240,077$13.6M0.02%−9,810−3.9%Reduced