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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
Ratan Capital Management LP110,046$6.22M2.31%−140,049−56.0%Reduced
Invesco Ltd.106,181$6.00M0.00%+53,172+100.3%Added
ExodusPoint Capital Management, LP103,701$5.86M0.06%−145,456−58.4%Reduced
Cohen & Steers, Inc.98,322$5.56M0.01%+98,322New
Kornitzer Capital Management Inc98,200$5.55M0.12%+1,250+1.3%Added
AQR Capital Management LLC97,466$5.51M0.00%−3,915−3.9%Reduced
Royal Bank of Canada96,873$5.47M0.00%+90,945+1,534.2%Added
Castleark Management LLC94,256$5.33M0.18%−56,740−37.6%Reduced
Moody Aldrich Partners LLC93,129$5.26M0.95%−966−1.0%Reduced
American Century Companies Inc87,453$4.94M0.00%+52,889+153.0%Added
Ritholtz Wealth Management87,369$4.94M0.09%−15,282−14.9%Reduced
Swiss National Bank86,900$4.91M0.00%+600+0.7%Added
Hel Ved Capital Management Ltd85,990$4.86M0.84%+85,990New
GeoSphere Capital Management, LLC85,366$4.82M2.90%−44,106−34.1%Reduced
De Burlo Group Inc84,000$4.75M1.08%+84,000New
Polen Capital Management LLC83,675$4.73M0.03%+55,078+192.6%Added
Candelo Capital Management LP77,574$4.38M4.41%−25,026−24.4%Reduced
Boothbay Fund Management, LLC72,424$4.09M0.10%+57,582+388.0%Added
AlphaStar Capital Management, LLC70,968$4.01M0.30%−11,540−14.0%Reduced
UBS Asset Management Americas Inc69,576$3.93M0.00%+4,219+6.5%Added
JPMorgan Chase & Co72,069$3.81M0.00%+6,810+10.4%Added
Algert Global LLC67,028$3.79M0.06%+48,718+266.1%Added
XTX Topco Ltd64,909$3.67M0.06%+31,780+95.9%Added
Voloridge Investment Management, LLC62,623$3.54M0.01%+62,623New
Gunderson Capital Management Inc.60,308$3.41M1.42%+60,308New
Arosa Capital Management LP60,000$3.39M2.21%+60,000New
Mirabella Financial Services LLP56,957$3.22M0.31%+56,957New
Rhumbline Advisers56,058$3.17M0.00%+1,630+3.0%Added
SG Americas Securities, LLC55,839$3.15M0.00%−150,291−72.9%Reduced
Envestnet Asset Management Inc52,507$2.97M0.00%+4,217+8.7%Added
California State Teachers Retirement System51,791$2.93M0.00%+10,083+24.2%Added
Price T Rowe Associates Inc51,361$2.90M0.00%−270,087−84.0%Reduced
Aquatic Capital Management LLC50,462$2.85M0.08%+1,252+2.5%Added
Gabelli Funds LLC50,127$2.83M0.02%−6,179−11.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.49,759$2.81M0.01%+49,759New
Simcoe Capital LLC48,573$2.74M2.52%−58,686−54.7%Reduced
Zweig-DiMenna Associates LLC47,500$2.68M0.38%+47,500New
Raymond James Financial Inc47,037$2.66M0.00%+1,830+4.0%Added
Toronto Dominion Bank44,973$2.54M0.00%+44,973New
Susquehanna International Group, LLP44,132$2.49M0.00%−89,678−67.0%Reduced
Asset Management One Co.,Ltd.40,794$2.31M0.01%−6,488−13.7%Reduced
Penserra Capital Management LLC39,691$2.24M0.03%+39,691New
Creative Planning39,334$2.22M0.00%+2,642+7.2%Added
LMR Partners LLP39,083$2.21M0.02%−97,848−71.5%Reduced
Bamco Inc38,970$2.20M0.01%+38,970New
Legal & General Group Plc37,789$2.14M0.00%−3,655−8.8%Reduced
Alliancebernstein L.P.45,362$2.09M0.00%−120,235−72.6%Reduced
Stifel Financial Corp36,348$2.05M0.00%+4,730+15.0%Added
Rokos Capital Management LLP33,613$1.90M0.03%+33,613New
Caption Management, LLC33,000$1.86M0.09%−12,923−28.1%Reduced
Clough Capital Partners L P32,476$1.84M0.18%−16,456−33.6%Reduced
Legato Capital Management LLC32,095$1.81M0.17%+10,360+47.7%Added
Vanguard Asset Management, Ltd29,030$1.64M0.00%+29,030New
Portolan Capital Management, LLC27,930$1.58M0.08%+8,456+43.4%Added
Silvant Capital Management LLC27,283$1.54M0.05%+27,283New
Fred Alger Management, LLC26,683$1.51M0.01%+26,683New
Holocene Advisors, LP26,263$1.48M0.00%+26,263New
Virtu Financial LLC26,078$1.47M0.06%+26,078New
Quantinno Capital Management LP26,064$1.47M0.00%+4,600+21.4%Added
Eventide Asset Management, LLC25,244$1.43M0.02%+25,244New
MetLife Investment Management25,210$1.42M0.01%+1,818+7.8%Added
Evercore Wealth Management, LLC25,000$1.41M0.02%00.0%Unchanged
Verdence Capital Advisors LLC24,595$1.39M0.08%+24,595New
Vanguard Global Advisers, LLC23,958$1.35M0.00%+23,958New
Manufacturers Life Insurance Company, The22,561$1.27M0.00%+1,815+8.7%Added
State of Wisconsin Investment Board22,088$1.25M0.00%+86+0.4%Added
Mirae Asset Global ETFs Holdings Ltd.21,709$1.23M0.00%+2,044+10.4%Added
Retirement Planning Group21,498$1.21M0.04%+40+0.2%Added
Concentric Capital Strategies, LP21,492$1.21M0.11%−71,057−76.8%Reduced
Precision Wealth Strategies, LLC21,330$1.21M0.40%+21,330New
Gsa Capital Partners LLP21,312$1.20M0.07%+14,504+213.0%Added
Janus Henderson Group PLC20,600$1.16M0.00%00.0%Unchanged
Guggenheim Capital LLC20,224$1.14M0.01%+11,825+140.8%Added
SummitTX Capital, L.P.20,052$1.13M0.04%+6,942+53.0%Added
Toroso Investments, LLC19,866$1.12M0.00%−1,691−7.8%Reduced
Moran Wealth Management, LLC19,266$1.09M0.03%+7,595+65.1%Added
HighTower Advisors, LLC17,956$1.02M0.00%+9,505+112.5%Added
Winton Group Ltd17,896$1.01M0.04%+13,396+297.7%Added
Glenmede Trust Co NA16,987$959.9K0.00%+2,316+15.8%Added
Teachers Retirement System of the State of Kentucky16,203$916.0K0.01%+16,203New
RMB Capital Management, LLC16,121$911.0K0.02%+195+1.2%Added
Polymer Capital Management (HK) LTD16,000$904.2K0.13%+3,460+27.6%Added
Odyssean, LLC15,323$865.9K0.32%00.0%Unchanged
Savant Capital, LLC15,159$856.7K0.00%+6,105+67.4%Added
Cetera Investment Advisers15,027$849.2K0.00%+8,685+136.9%Added
Van Den Berg Management I, Inc14,868$840.2K0.19%−597−3.9%Reduced
Neo Ivy Capital Management14,741$833.0K0.22%+14,741New
KLP Kapitalforvaltning AS14,700$830.7K0.00%+400+2.8%Added
Bridgefront Capital, LLC14,263$806.0K0.20%−5,870−29.2%Reduced
CAPROCK Group, Inc.14,263$806.0K0.02%−205−1.4%Reduced
Symmetry Investments LP14,027$792.7K0.19%+14,027New
Schonfeld Strategic Advisors LLC13,970$789.4K0.01%+13,970New
Fiduciary Trust Co13,906$785.8K0.01%00.0%Unchanged
Profund Advisors LLC13,581$767.5K0.03%+4,880+56.1%Added
Oppenheimer Asset Management Inc.13,518$763.9K0.01%+681+5.3%Added
F/M Investments LLC13,027$736.2K0.05%+2,755+26.8%Added
Police & Firemen's Retirement System of New Jersey12,391$700.2K0.01%+1,112+9.9%Added
Advisors Asset Management, Inc.12,294$694.7K0.01%+12,294New
U.S. Capital Wealth Advisors, LLC12,290$694.5K0.02%+20.0%Added
Harbour Capital Advisors, LLC10,350$684.9K0.13%+10,350New