Who owns Solaris Energy Infrastructure (SEI)?
177 holders named in SEC filings declare between 91.3% and 110.3% of Solaris Energy Infrastructure's shares outstanding, as of Sep 8, 2026. The largest are BlackRock (10.5%), YORKTOWN ENERGY PARTNERS X, L.P. (6.6%) and Vanguard (4.7%); the five largest hold 29.7% together. Another 264 institutions hold small positions worth 2.7%. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 22.0% and sold 13.4% of the shares, a net purchase of 8.5%; 100 opened a position, 151 added, 121 reduced and 36 sold out. Biggest buyers: BlackRock (+1.1M shares) and Clearbridge Investments, LLC (+1.0M shares). Biggest sellers: Millennium (-2.0M) and Jane Street (-1.5M). Schedule 13D/G filings since Mar 31, 2026: BlackRock, Inc. raised its stake to 10.5% on Jul 31, 2026 and YORKTOWN ENERGY PARTNERS X, L.P. cut its stake to 6.6% on May 6, 2026. Directors and officers, from their latest Form 4: William A. Zartler (2.7%) and Kyle S. Ramachandran (1.2%). Over time, 422 managers declared Solaris Energy Infrastructure in their 13F for Q2 2026, against 132 for Q4 2019: together at most 92.7% of the shares outstanding, against 41.8%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| BlackRock | 13G | 10.5% | Jul 31, 2026 | — |
| YORKTOWN ENERGY PARTNERS X, L.P. | 13G | 6.6% | May 6, 2026 | — |
| Vanguard | 13F | 4.7% | Jun 30, 2026 | Q4 2019 or earlier |
| Solaris Energy Capital, LLC | 13G | 4.6% | Dec 31, 2024 | — |
| Encompass Capital Advisors LLC | 13F | 3.3% | Jun 30, 2026 | Q2 2024 |
| William A. Zartler | Form 4 | 2.7% | Mar 1, 2026 | — |
| Morgan Stanley | 13F | 2.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Two Sigma | 13F | 2.6% | Jun 30, 2026 | Q2 2021 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 13F | 2.2% | Jun 30, 2026 | Q4 2024 |
| JENNISON ASSOCIATES LLC | 13F | 2.2% | Jun 30, 2026 | Q2 2025 |
| Valiant Capital Management, L.P. | 13F | 2.1% | Jun 30, 2026 | Q4 2025 |
| Driehaus Capital Management LLC | 13F | 2.1% | Jun 30, 2026 | Q4 2024 |
| Fidelity (FMR) | 13F | 2.1% | Jun 30, 2026 | Q4 2019 or earlier |
| State Street | 13F | 1.9% | Jun 30, 2026 | Q4 2019 or earlier |
| VanEck | 13F | 1.9% | Jun 30, 2026 | Q2 2025 |
| Geode Capital | 13F | 1.8% | Jun 30, 2026 | Q4 2019 or earlier |
| Goldman Sachs | 13F | 1.7% | Jun 30, 2026 | Q4 2019 or earlier |
| Ameriprise Financial, Inc. | 13F | 1.5% | Jun 30, 2026 | Q4 2019 or earlier |
| Clearbridge Investments, LLC | 13F | 1.5% | Jun 30, 2026 | Q1 2026 |
| Situational Awareness LP | 13F | 1.5% | Jun 30, 2026 | Q3 2025 |
| Korea Investment CORP | 13F | 1.4% | Jun 30, 2026 | Q4 2025 |
| Advent International, L.P. | 13F | 1.4% | Jun 30, 2026 | Q3 2025 |
| PRINCIPAL FINANCIAL GROUP INC | 13F | 1.4% | Jun 30, 2026 | Q2 2025 |
| GW&K Investment Management, LLC | 13F | 1.4% | Jun 30, 2026 | Q4 2020 |
| Kyle S. Ramachandran | Form 4 | 1.2% | Mar 1, 2026 | — |
Solaris Energy Infrastructure institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 132 | 41.8% | $447.9M | 77.6% |
| Q4 2020 | 103 | 31.7% | $198.3M | 65.3% |
| Q4 2021 | 104 | 31.3% | $156.9M | 66.0% |
| Q4 2022 | 124 | 31.5% | $239.4M | 72.1% |
| Q4 2023 | 138 | 31.5% | $191.7M | 67.4% |
| Q4 2024 | 174 | 45.7% | $1.0B | 67.3% |
| Q4 2025 | 330 | 88.1% | $3.1B | 73.6% |
| Q2 2026 | 422 | 92.7% | $5.7B | 70.7% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.