SEI

Solaris Energy Infrastructur
IndustrialsUSCUSIP 83418M103◍ Confluence graph
Tracked 13F Holders
375
-122 QoQ
13F Value (tracked)
$3.7B
Insider Net · 180d
-$297.3M
1↑ 6↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)34 adding · 34 trimming
Insider net (180d)-$297.3M

Who owns SEI?

375 tracked 13F filers

375 tracked 13F filers disclose a position in SEI as of the latest SEC 13F filings, a combined $3.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$233.0M
4.1M
−4.4%
Reduced · −190K sh
Q1 2026
2MILLENNIUM MANAGEMENT LLC
$129.2M
2.3M
+24%
Added · +440K sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$115.3M
2.0M
First observed position
No prior filed position
Q1 2026
4VAN ECK ASSOCIATES CORP
Withheld
2.0M
+57%
Added · +713K sh
Q1 2026
5TWO SIGMA INVESTMENTS, LP
$109.7M
1.9M
+80%
Added · +862K sh
Q1 2026
6FMR LLC
$105.3M
1.9M
−19%
Reduced · −427K sh
Q1 2026
7Encompass Capital Advisors LLC
$98.9M
1.8M
−32%
Reduced · −810K sh
Q1 2026
8MORGAN STANLEY
$96.5M
1.7M
−18%
Reduced · −384K sh
Q1 2026
9SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
$136.2M
1.7M
−2.1%
Reduced · −36K sh
Q2 2026
10JANE STREET GROUP, LLC
$88.6M
1.6M
−4.4%
Reduced · −73K sh
Q1 2026
11STATE STREET CORP
$119.7M
1.5M
+9.7%
Added · +132K sh
Q2 2026
12MARSHALL WACE, LLP
$83.1M
1.5M
+75%
Added · +632K sh
Q1 2026
13GEODE CAPITAL MANAGEMENT, LLC
$108.8M
1.4M
+23%
Added · +251K sh
Q2 2026
14ADVENT INTERNATIONAL, L.P.
$70.1M
1.2M
−1.8%
Reduced · −22K sh
Q1 2026
15JENNISON ASSOCIATES LLC
$66.7M
1.2M
+215%
Added · +805K sh
Q1 2026
16PRINCIPAL FINANCIAL GROUP INC
$64.7M
1.1M
−22%
Reduced · −322K sh
Q1 2026
17GOLDMAN SACHS GROUP INC
$64.1M
1.1M
−40%
Reduced · −749K sh
Q1 2026
18Valiant Capital Management, L.P.
$63.3M
1.1M
+52%
Added · +385K sh
Q1 2026
19Situational Awareness LP
$62.5M
1.1M
−41%
Reduced · −761K sh
Q1 2026
20Situational Awareness Partners LP
$62.5M
1.1M
New
+1.1M sh
Q1 2026
21Value Aligned Research Advisors, LLC
$50.7M
897K
−8.1%
Reduced · −79K sh
Q1 2026
22DIMENSIONAL FUND ADVISORS LP
$49.2M
871K
+20%
Added · +143K sh
Q1 2026
23Qube Research & Technologies Ltd
$44.8M
793K
−31%
Reduced · −362K sh
Q1 2026
24VOYA INVESTMENT MANAGEMENT LLC
$44.7M
791K
+66%
Added · +314K sh
Q1 2026
25AMERIPRISE FINANCIAL INC
$41.0M
725K
+584%
Added · +619K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SEI being bought or sold by institutions?

Last quarter, 5 funds opened a new position in SEI and 29 added to an existing one, while 34 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
29
funds
Reduced
34
funds
Exited
0
funds

Funds that own SEI also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA203 funds$337.4B
AMAZON.COM INCAMZN203 funds$172.6B
MICROSOFT CORPMSFT196 funds$224.4B
BROADCOM INCAVGO195 funds$135.5B
ALPHABET INC-CL AGOOGL194 funds$135.2B
META PLATFORMS INC-CLASS AMETA193 funds$99.2B
APPLE INCAAPL189 funds$247.3B
ELI LILLY & COLLY188 funds$70.6B
MICRON TECHNOLOGY INCMU187 funds$31.8B
VISA INC-CLASS A SHARESV185 funds$53.1B
ADVANCED MICRO DEVICESAMD185 funds$31.2B
ALPHABET INC-CL CGOOG184 funds$106.2B

Ranked by how many of SEI's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$451K
1 insiders
Sells · 180d
$297.8M
6 insiders
Net
-$297.3M
10 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 13, 2026Wirtz Christopher P.Chief Accounting OfficerSell (S)700$54K
May 12, 2026Argo Laurie HDirectorSell (S)5K$379K
May 11, 2026Powell Christopher MChief Legal OfficerSell (S)9K$678K
May 11, 2026Powell Christopher MChief Legal OfficerSell (S)25K$1.9M
May 11, 2026Powell Christopher MChief Legal OfficerSell (S)2K$164K
May 8, 2026TEAGUE AJDirectorBuy (P)3K$250K
May 8, 2026Walker Ray N JRDirectorSell (S)57K$4.1M
May 8, 2026TEAGUE AJDirectorBuy (P)3K$201K
May 6, 2026Keenan W Howard JRDirectorSell (S)2.0M$149.0M
Apr 30, 2026KTR Management Company, LLC10% OwnerSell (S)2.0M$141.5M
Dec 17, 2025TEAGUE AJDirectorBuy (P)2K$100K
Dec 17, 2025TEAGUE AJDirectorBuy (P)2K$100K

Institutional ownership over time

198 funds+99 since Q3 2024
0160320Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.1B · 1 values withheld

Recent filings

15 shown

Keep exploring

Connected entities for SEI

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Ask your agent what changed in SEI

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SEI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SEI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.