Who owns SOLV (SOLV)
Which tracked institutional funds hold SOLV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SOLV company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
77 tracked funds added or opened SOLV while 215 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SOLV’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SOLV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 877 tracked filers holding SOLV, 352 increased or opened the position and 429 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SOLV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 27
- VANGUARD CAPITAL MANAGEMENT LLC$627M
- VANGUARD PORTFOLIO MANAGEMENT LLC$417M
- VANGUARD FIDUCIARY TRUST CO$54M
- EQUITY INVESTMENT CORP$51M
- Invenomic Capital Management LP$26M
- WESTWOOD HOLDINGS GROUP INC$21M
Full exits 34
- VANGUARD GROUP INC$1.3B
- JENNISON ASSOCIATES LLC$50M
- Balyasny Asset Management L.P.$36M
- RENAISSANCE TECHNOLOGIES LLC$25M
- MARSHALL WACE, LLP$13M
- DISCOVERY CAPITAL MANAGEMENT, LLC / CT$12M
Largest adds
- CITADEL ADVISORS LLC$30M
- Gotham Asset Management, LLC$18M
- GOLDMAN SACHS GROUP INC$15M
- SEI INVESTMENTS CO$11M
- ACADIAN ASSET MANAGEMENT LLC$10M
- AQR CAPITAL MANAGEMENT LLC$10M
Largest trims
- BlackRock, Inc.$319M
- Independent Franchise Partners LLP$189M
- TRIAN FUND MANAGEMENT, L.P.$115M
- STATE STREET CORP$84M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$84M
- DAVIS SELECTED ADVISERS$80M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Independent Franchise Partners LLP added | 15,733,495 | $1.0B | 10.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 9,601,949 | $627M | 6.7% | 2026-Q1 |
| TRIAN FUND MANAGEMENT, L.P. | 8,236,753 | $538M | 5.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 7,625,367 | $498M | 5.3% | 2026-Q1 |
| STATE STREET CORP added | 6,407,480 | $418M | 4.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,390,364 | $417M | 4.4% | 2026-Q1 |
| DAVIS SELECTED ADVISERS added | 6,330,325 | $413M | 4.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,752,260 | $309M | 3.3% | 2026-Q1 |
| Boston Partners trimmed | 3,914,091 | $256M | 2.7% | 2026-Q1 |
| Invesco Ltd. added | 3,695,564 | $241M | 2.6% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC added | 2,420,246 | $158M | 1.7% | 2026-Q1 |
| NORGES BANK trimmed | 1,816,405 | $138M | 1.5% | 2026-Q1 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 2,069,279 | $135M | 1.4% | 2026-Q1 |
| Madison Avenue Partners, LP trimmed | 1,875,736 | $122M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 1,763,007 | $115M | 1.2% | 2026-Q1 |
| FMR LLC trimmed | 1,745,582 | $114M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,539,405 | $101M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,519,514 | $99M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,432,780 | $94M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 919,263 | $60M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 883,534 | $58M | 0.6% | 2026-Q1 |
| Ruffer LLP added | 859,993 | $56M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 830,345 | $54M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 821,032 | $54M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 777,005 | $51M | 0.5% | 2026-Q1 |
| EQUITY INVESTMENT CORP new | 775,793 | $51M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 774,683 | $51M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 771,874 | $50M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 728,660 | $47M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 706,129 | $46M | 0.5% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 693,060 | $45M | 0.5% | 2026-Q1 |
| NUANCE INVESTMENTS, LLC added | 671,153 | $44M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 632,974 | $41M | 0.4% | 2026-Q1 |
| KBC Group NV added | 632,833 | $41M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 622,833 | $41M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 599,078 | $39M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 607,932 | $39M | 0.4% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC added | 590,307 | $39M | 0.4% | 2026-Q1 |
| Legal & General Group Plc added | 588,062 | $38M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 540,293 | $35M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 458,209 | $30M | 0.3% | 2026-Q1 |
| PZENA INVESTMENT MANAGEMENT LLC added | 439,918 | $29M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 429,989 | $28M | 0.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 429,092 | $28M | 0.3% | 2026-Q1 |
| Invenomic Capital Management LP added | 401,156 | $26M | 0.3% | 2026-Q1 |
| HBK INVESTMENTS L P | 388,022 | $25M | 0.3% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 383,662 | $25M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 382,092 | $25M | 0.3% | 2026-Q1 |
| GENERAL AMERICAN INVESTORS CO INC | 377,350 | $25M | 0.3% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 362,404 | $24M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 358,921 | $23M | 0.2% | 2026-Q1 |
| Philosophy Capital Management LLC added | 356,997 | $23M | 0.2% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 349,163 | $23M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 347,281 | $23M | 0.2% | 2026-Q1 |
| Terril Brothers, Inc. added | 345,237 | $23M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 337,992 | $22M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 334,441 | $22M | 0.2% | 2026-Q1 |
| Amundi added | 329,568 | $22M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 328,837 | $21M | 0.2% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC new | 324,237 | $21M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 321,150 | $21M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 313,384 | $20M | 0.2% | 2026-Q1 |
| LONE PEAK GLOBAL INVESTORS LLC added | 312,776 | $20M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 291,757 | $19M | 0.2% | 2026-Q1 |
| CLARK ESTATES INC/NY added | 290,000 | $19M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 288,923 | $19M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 285,158 | $19M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 279,771 | $18M | 0.2% | 2026-Q1 |
| QVIDTVM Management LLC trimmed | 265,615 | $17M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 247,320 | $16M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 240,581 | $16M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 239,152 | $16M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 186,680 | $15M | 0.2% | 2026-Q1 |
| QV Investors Inc. trimmed | 224,672 | $15M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 224,955 | $15M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 215,885 | $14M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 205,801 | $13M | 0.1% | 2026-Q1 |
| South Dakota Investment Council added | 203,610 | $13M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 179,255 | $12M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 167,833 | $11M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 163,837 | $11M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 156,580 | $10M | 0.1% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 153,352 | $10M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 153,208 | $10M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 152,171 | $10M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 148,679 | $10M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 145,867 | $10M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 16,877,123 | $1.3B | 14.2% | 2025-Q4 stale |
| BAUPOST GROUP LLC/MA trimmed | 1,053,240 | $80M | 0.9% | 2025-Q1 stale |
| Candlestick Capital Management LP trimmed | 947,174 | $72M | 0.8% | 2025-Q2 stale |
| JENNISON ASSOCIATES LLC added | 625,764 | $50M | 0.5% | 2025-Q4 stale |
| Balyasny Asset Management L.P. trimmed | 448,181 | $36M | 0.4% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 312,800 | $25M | 0.3% | 2025-Q4 stale |
| LORD, ABBETT & CO. LLC new | 310,000 | $24M | 0.3% | 2025-Q1 stale |
| Zimmer Partners, LP new | 275,000 | $20M | 0.2% | 2025-Q3 stale |
| TWINBEECH CAPITAL LP added | 170,053 | $13M | 0.1% | 2025-Q1 stale |
| MARSHALL WACE, LLP added | 160,529 | $13M | 0.1% | 2025-Q4 stale |
| Ananym Capital Management, LP trimmed | 166,077 | $13M | 0.1% | 2025-Q1 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al new | 161,100 | $12M | 0.1% | 2025-Q1 stale |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT added | 147,300 | $12M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.