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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, Q2 2026

Institutional positions in Solaris Energy Infrastructure, Inc. as of Jun 30, 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
433
+76 vs. Q1 2026
Shares held
71.0M
+6.89M (+10.8%) vs. Q1 2026
Total value
$5.71B
+$2.09B (+57.6%) vs. Q1 2026
New holders
115
159 more added
Sold out
39
123 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 433 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 heldQ2 2026: $5.71B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Solaris Energy Infrastructure, Inc.; share changes are against Q1 2026.

Institutions holding SEI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Verition Fund Management LLC130,241$10.5M0.07%+130,241New
O'Shaughnessy Asset Management, LLC127,770$10.3M0.05%−7,740−5.7%Reduced
Channing Capital Management, LLC126,243$10.2M0.23%−22,962−15.4%Reduced
Uniplan Investment Counsel, Inc.125,807$10.1M0.95%−11,165−8.2%Reduced
Castleark Management LLC125,806$10.1M0.27%+31,550+33.5%Added
RMB Capital Management, LLC124,452$10.0M0.15%+108,331+672.0%Added
Pinnacle Associates Ltd123,128$9.91M0.11%+380+0.3%Added
Balyasny Asset Management LLC121,598$9.78M0.02%−165,573−57.7%Reduced
Banco Santander, S.A.121,540$9.78M0.06%−29,929−19.8%Reduced
Meros Investment Management, LP118,634$9.55M3.03%−25,137−17.5%Reduced
Renaissance Group LLC117,800$9.48M0.38%+117,800New
GeoSphere Capital Management, LLC115,366$9.28M4.81%+30,000+35.1%Added
Lisanti Capital Growth, LLC114,745$9.23M2.03%−2,570−2.2%Reduced
Credit Agricole S A114,305$9.20M0.02%00.0%Unchanged
Peregrine Capital Management LLC111,856$9.00M0.29%+111,856New
EAM Investors, LLC111,196$8.95M0.80%−2,263−2.0%Reduced
BW Gestao de Investimentos Ltda.110,482$8.89M0.21%−12,350−10.1%Reduced
Wealth High Governance Capital Ltda110,482$8.89M2.66%−12,350−10.1%Reduced
Boothbay Fund Management, LLC109,460$8.81M0.17%+37,036+51.1%Added
AYAL Capital Advisors Ltd109,100$8.78M4.50%−159,700−59.4%Reduced
SIR Capital Management, L.P.107,947$8.69M1.00%−55,967−34.1%Reduced
Portolan Capital Management, LLC107,401$8.64M0.32%+79,471+284.5%Added
Royal Bank of Canada106,848$8.60M0.00%+9,975+10.3%Added
Envestnet Asset Management Inc106,635$8.58M0.00%+54,128+103.1%Added
Susquehanna International Group, LLP103,664$8.34M0.01%+59,532+134.9%Added
American Century Companies Inc101,697$8.18M0.00%+14,244+16.3%Added
Kornitzer Capital Management Inc98,200$7.90M0.16%00.0%Unchanged
AQR Capital Management LLC97,399$7.84M0.00%−67−0.1%Reduced
Invesco Ltd.93,693$7.54M0.00%−12,488−11.8%Reduced
SG Americas Securities, LLC92,727$7.46M0.00%+36,888+66.1%Added
Swiss National Bank87,900$7.07M0.00%+1,000+1.2%Added
AlphaStar Capital Management, LLC84,815$6.82M0.43%+13,847+19.5%Added
Ritholtz Wealth Management82,981$6.68M0.10%−4,388−5.0%Reduced
Polen Capital Management LLC80,324$6.46M0.06%−3,351−4.0%Reduced
Assenagon Asset Management S.A.79,594$6.40M0.01%−352,329−81.6%Reduced
UBS Asset Management Americas Inc79,563$6.40M0.00%+9,987+14.4%Added
Hel Ved Capital Management Ltd78,920$6.35M0.89%−7,070−8.2%Reduced
Ballast Asset Management, LP77,119$6.20M2.47%−38,752−33.4%Reduced
Moody Aldrich Partners LLC73,102$5.88M1.06%−20,027−21.5%Reduced
ARP Global Capital Ltd72,056$5.80M2.55%+72,056New
Advisor Group Holdings, Inc.71,528$5.76M0.01%+63,757+820.4%Added
Davidson Kempner Capital Management LP70,000$5.63M0.09%+70,000New
Connor, Clark & Lunn Investment Management Ltd.67,460$5.43M0.01%+17,701+35.6%Added
Rhumbline Advisers66,657$5.36M0.00%+10,599+18.9%Added
Candelo Capital Management LP65,964$5.31M3.90%−11,610−15.0%Reduced
Pillsbury Lake Capital LLC64,796$5.21M1.43%+64,796New
De Burlo Group Inc61,700$4.96M0.91%−22,300−26.5%Reduced
Silvant Capital Management LLC61,552$4.95M0.14%+34,269+125.6%Added
Gunderson Capital Management Inc.60,248$4.85M1.31%−60−0.1%Reduced
Graham Capital Management, L.P.60,141$4.84M0.13%+54,977+1,064.6%Added
Dockside LLC57,348$4.61M1.08%+57,348New
Aventail Capital Group, LP51,522$4.15M0.24%−112,412−68.6%Reduced
Creative Planning51,092$4.11M0.00%+11,758+29.9%Added
California State Teachers Retirement System50,719$4.08M0.00%−1,072−2.1%Reduced
Jane Street Group, LLC50,318$4.05M0.00%−1,518,145−96.8%Reduced
Gabelli Funds LLC50,127$4.03M0.03%00.0%Unchanged
Aubrey Capital Management Ltd49,500$3.98M2.49%+49,500New
Jupiter Topco LLC44,538$3.58M0.00%+44,538New
Stifel Financial Corp44,019$3.54M0.00%+7,671+21.1%Added
Legal & General Group Plc43,597$3.51M0.00%+5,808+15.4%Added
Clough Capital Partners L P43,090$3.47M0.28%+10,614+32.7%Added
Asset Management One Co.,Ltd.42,518$3.42M0.01%+1,724+4.2%Added
Alliancebernstein L.P.60,462$3.42M0.00%+15,100+33.3%Added
Union Bancaire Privee, UBP SA46,708$3.26M0.05%+46,708New
Legato Capital Management LLC40,335$3.25M0.27%+8,240+25.7%Added
Arosa Capital Management LP40,000$3.22M2.81%−20,000−33.3%Reduced
Blue Jean Financial LLC39,981$3.22M2.24%+39,981New
O'Neil Global Advisors, Inc.39,462$3.18M0.71%+39,462New
Readystate Asset Management LP38,012$3.06M0.12%+38,012New
Aquatic Capital Management LLC37,694$3.03M0.10%−12,768−25.3%Reduced
Freestone Grove Partners LP36,720$2.95M0.02%−96,760−72.5%Reduced
Brevan Howard Capital Management LP35,868$2.89M0.04%+35,868New
Holocene Advisors, LP35,161$2.83M0.01%+8,898+33.9%Added
Dark Forest Capital Management LP34,686$2.79M0.18%+23,189+201.7%Added
Federation des caisses Desjardins du Quebec33,829$2.72M0.01%+33,829New
Rockefeller Capital Management L.P.33,376$2.69M0.00%+26,524+387.1%Added
Polymer Capital Management (HK) LTD33,225$2.67M0.27%+17,225+107.7%Added
CenterBook Partners LP33,097$2.66M0.13%−113,615−77.4%Reduced
Vanguard Asset Management, Ltd31,211$2.51M0.00%+2,181+7.5%Added
MetLife Investment Management31,121$2.50M0.01%+5,911+23.4%Added
Concentric Capital Strategies, LP29,109$2.34M0.14%+7,617+35.4%Added
Guggenheim Capital LLC27,157$2.19M0.01%+6,933+34.3%Added
XTX Topco Ltd27,052$2.18M0.03%−37,857−58.3%Reduced
Manufacturers Life Insurance Company, The26,967$2.17M0.00%+4,406+19.5%Added
Quantinno Capital Management LP26,916$2.17M0.00%+852+3.3%Added
Glenmede Trust Co NA26,795$2.16M0.01%+9,808+57.7%Added
Vanguard Global Advisers, LLC26,643$2.14M0.00%+2,685+11.2%Added
Eventide Asset Management, LLC25,244$2.03M0.03%00.0%Unchanged
Evercore Wealth Management, LLC25,000$2.01M0.03%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.24,606$1.98M0.00%+2,897+13.3%Added
Penserra Capital Management LLC23,522$1.89M0.01%−16,169−40.7%Reduced
Odyssean, LLC22,862$1.84M0.30%+7,539+49.2%Added
Moran Wealth Management, LLC22,311$1.80M0.05%+3,045+15.8%Added
State of Wisconsin Investment Board21,912$1.76M0.00%−176−0.8%Reduced
Quadrature Capital Ltd20,349$1.64M0.01%+20,349New
Artemis Wealth Advisors, LLC20,000$1.61M0.19%+20,000New
Savant Capital, LLC24,319$1.59M0.00%+9,160+60.4%Added
Simcoe Capital LLC19,758$1.59M0.97%−28,815−59.3%Reduced
Prakash Investment Advisors LLC19,450$1.56M0.97%+19,208+7,937.2%Added
Hudson Bay Capital Management LP19,121$1.54M0.01%+19,121New