Security Snapshot

Solaris Energy Infrastructure, Inc. - Class A Common Stock, $0.01 par value (SEI) Institutional Ownership

CUSIP: 83418M103

13F Institutional Holders and Ownership History from Q2 2017 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

333

Shares (Excl. Options)

67,441,586

Price

$45.97

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place.

Create free account to save this page Review latest holder period
Type / Class
Equity / Class A Common Stock, $0.01 par value
Symbol
SEI on NYSE
Shares outstanding
48,846,240
Price per share
$56.51
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
67,441,586
Total reported value
$3,100,151,537
% of total 13F portfolios
0.01%
Share change
+11,625,156
Value change
+$546,064,031
Number of holders
333
Price from insider filings
$56.51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SEI - Solaris Energy Infrastructure, Inc. - Class A Common Stock, $0.01 par value is tracked under CUSIP 83418M103.
  • 333 institutions reported positions in Q4 2025.
  • 17 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 333 to 43 between Q4 2025 and Q1 2026.
  • Reported value moved from $3,100,151,537 to $59,468,928.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 333 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 83418M103?
CUSIP 83418M103 identifies SEI - Solaris Energy Infrastructure, Inc. - Class A Common Stock, $0.01 par value in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Solaris Energy Infrastructure, Inc. - Class A Common Stock, $0.01 par value (SEI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Yorktown Energy Partners X, L.P. 16% $146,752,521 7,079,234 Yorktown Energy Partners X, L.P. 31 Dec 2024
Zartler William A 10% -18% $279,182,027 +$9,725,454 5,289,542 +3.6% William A. Zartler 31 Dec 2025
Solaris Energy Capital, LLC 8.5% $72,834,772 3,513,496 Solaris Energy Capital, LLC 31 Dec 2024
Encompass Capital Advisors LLC 5.2% -19% $135,092,680 -$19,003,070 2,559,543 -12% Encompass Capital Advisors LLC 31 Dec 2025
Voya Financial, Inc. 5.2% $134,371,494 2,545,879 Voya Financial, Inc. 31 Dec 2025
VANGUARD GROUP INC 6% +45% $69,051,618 +$23,469,922 2,440,849 +51% The Vanguard Group 30 Jun 2025
FMR LLC 5.2% $92,725,827 2,319,886 FMR LLC 30 Sep 2025
BlackRock Portfolio Management LLC 4.9% -40% $86,965,247 -$50,313,357 2,175,763 -37% BlackRock Portfolio Management LLC 30 Sep 2025
J Turbines, Inc. 3.1% -79% $65,981,230 -$129,480,000 2,114,783 -66% J Turbines, Inc. 28 Jul 2025
BlackRock, Inc. 5.6% -65% $42,820,012 -$74,998,321 2,065,606 -64% BlackRock, Inc. 31 Jan 2025
KTR Management Company, LLC 3.9% -36% $79,940,000 -$84,527,877 2,000,000 -51% KTR Management Company, LLC 04 Nov 2025
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 4% -24% $71,798,511 -$7,575,674 1,796,310 -9.5% Summit Partners Public Asset Management, LLC 30 Sep 2025
JANE STREET GROUP, LLC 3.7% -28% $82,214,378 -$32,416,006 1,788,416 -28% JANE STREET GROUP, LLC 31 Dec 2025
DRIEHAUS CAPITAL MANAGEMENT LLC 2.2% -63% $38,433,034 -$42,522,884 961,547 -53% DRIEHAUS CAPITAL MANAGEMENT LLC 30 Sep 2025
DIMENSIONAL FUND ADVISORS LP 2.3% $17,962,338 866,490 Dimensional Fund Advisors LP 31 Dec 2024
MILLENNIUM MANAGEMENT LLC 1.6% -68% $18,313,899 -$39,209,685 647,363 -68% Millennium Management LLC 30 Jun 2025
T. Rowe Price Investment Management, Inc. 1% -81% $7,864,941 -$43,714,263 379,399 -85% T. Rowe Price Investment Management, Inc. 31 Mar 2025

As of 31 Dec 2025, 333 institutional investors reported holding 67,441,586 shares of Solaris Energy Infrastructure, Inc. - Class A Common Stock, $0.01 par value (SEI). This represents 138% of the company’s total 48,846,240 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Solaris Energy Infrastructure, Inc. - Class A Common Stock, $0.01 par value (SEI) together control 83% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.8% 4,311,968 -11% 0% $198,221,180
VANGUARD GROUP INC 6% 2,913,632 +9.3% 0% $133,939,663
Encompass Capital Advisors LLC 5.2% 2,559,543 -12% 5.6% $117,662,192
FMR LLC 4.7% 2,289,564 +2.3% 0.01% $105,251,256
MORGAN STANLEY 4.3% 2,091,364 +11% 0.01% $96,140,032
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 4.3% 2,076,324 +16% 2.7% $95,448,614
GOLDMAN SACHS GROUP INC 3.9% 1,882,847 +11% 0.01% $86,554,490
Situational Awareness LP 3.8% 1,866,500 +62% 2.2% $85,803,005
MILLENNIUM MANAGEMENT LLC 3.8% 1,845,050 +130% 0.06% $84,816,948
JANE STREET GROUP, LLC 3.4% 1,641,016 +57% 0.09% $75,437,506
PRINCIPAL FINANCIAL GROUP INC 3% 1,466,343 +2121% 0.03% $67,407,787
Advent International, L.P. 2.6% 1,263,809 +26% 1.2% $58,097,300
WELLINGTON MANAGEMENT GROUP LLP 2.6% 1,247,663 +2.1% 0.01% $57,355,067
VAN ECK ASSOCIATES CORP 2.5% 1,241,719 -4.2% 0.05% $57,081,000
Driehaus Capital Management LLC 2.5% 1,227,721 +28% 0.38% $56,438,334
STATE STREET CORP 2.4% 1,174,197 +13% 0% $53,977,836
CITADEL ADVISORS LLC 2.4% 1,164,500 +525% 0.04% $53,532,065
Qube Research & Technologies Ltd 2.4% 1,154,864 +312% 0.08% $53,089,098
GW&K Investment Management, LLC 2.2% 1,082,458 -8.1% 0.43% $49,761,000
TWO SIGMA INVESTMENTS, LP 2.2% 1,079,931 +7.2% 0.07% $49,644,428
GEODE CAPITAL MANAGEMENT, LLC 2.1% 1,023,173 +12% 0% $47,043,304
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2.1% 1,021,000 0.08% $46,935,370
Value Aligned Research Advisors, LLC 2% 975,939 0.92% $44,863,916
Goodlander Investment Management, LLC 2% 960,000 +48% 17% $44,131,200
MARSHALL WACE, LLP 1.7% 838,110 +57% 0.04% $38,527,916

Institutional Holders of Solaris Energy Infrastructure, Inc. - Class A Common Stock, $0.01 par value (SEI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,052,531 $59,468,928 +$1,899,849 $56.51 43
2025 Q4 67,441,586 $3,100,151,537 +$546,064,031 $45.97 333
2025 Q3 55,288,645 $2,209,741,534 +$322,770,067 $39.97 270
2025 Q2 47,822,065 $1,352,942,005 +$209,556,312 $28.29 210
2025 Q1 40,959,060 $891,389,031 +$125,489,923 $21.76 199
2024 Q4 35,026,280 $1,008,015,576 +$330,954,907 $28.78 176
2024 Q3 23,891,385 $304,882,226 +$21,556,997 $12.76 131
2024 Q2 23,566,847 $202,202,624 -$10,503,128 $8.58 125
2024 Q1 24,776,940 $214,813,351 +$8,135,791 $8.67 131
2023 Q4 24,084,675 $191,738,828 +$18,784,861 $7.96 138
2023 Q3 21,580,847 $230,088,306 -$4,322,692 $10.66 117
2023 Q2 21,865,662 $182,138,714 -$9,893,331 $8.33 99
2023 Q1 23,009,966 $196,422,104 -$9,801,327 $8.54 116
2022 Q4 24,123,730 $239,546,440 +$1,380,820 $9.93 124
2022 Q3 24,016,823 $224,792,939 -$6,310,753 $9.36 124
2022 Q2 24,511,101 $267,404,973 +$26,468,188 $10.88 128
2022 Q1 25,512,174 $287,543,035 +$27,999,891 $11.29 119
2021 Q4 24,028,641 $157,347,942 -$9,728,057 $6.55 106
2021 Q3 22,086,837 $184,043,705 -$8,432,086 $8.34 103
2021 Q2 23,235,974 $226,483,516 -$1,340,673 $9.74 110
2021 Q1 23,036,908 $282,690,714 -$11,838,374 $12.27 112
2020 Q4 24,269,365 $198,356,824 +$7,469,199 $8.14 105
2020 Q3 23,045,511 $146,354,939 -$12,723,493 $6.34 103
2020 Q2 24,838,556 $184,077,094 -$13,349,950 $7.42 117
2020 Q1 26,961,050 $141,451,139 -$42,008,927 $5.25 116
2019 Q4 32,030,580 $448,434,684 +$6,768,699 $14.00 134
2019 Q3 31,750,229 $426,194,375 -$5,644,124 $13.42 122
2019 Q2 31,847,359 $477,016,506 +$24,771,910 $14.98 138
2019 Q1 30,115,077 $495,370,281 +$14,865,030 $16.44 117
2018 Q4 29,290,558 $354,114,534 -$176,798,425 $12.09 103
2018 Q3 36,963,944 $698,231,737 +$17,092,508 $18.89 107
2018 Q2 36,491,754 $521,298,878 +$19,334,857 $14.29 117
2018 Q1 34,777,544 $575,921,448 +$83,458,284 $16.56 116
2017 Q4 29,647,208 $634,773,241 +$108,694,736 $21.41 99
2017 Q3 24,753,743 $431,482,203 -$2,541,839 $17.43 67
2017 Q2 25,247,901 $291,103,222 +$291,103,222 $11.53 52