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Institutional Ownership · SEC Form 13F

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.

878
Institutional holders
127,422,311
Shares held (tracked funds)
73.4%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
Independent Franchise Partners LLP added15,733,495$1.0B10.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new9,601,949$627M6.7%2026-Q1
TRIAN FUND MANAGEMENT, L.P.8,236,753$538M5.7%2026-Q1
BlackRock, Inc. trimmed7,625,367$498M5.3%2026-Q1
STATE STREET CORP added6,407,480$418M4.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new6,390,364$417M4.4%2026-Q1
DAVIS SELECTED ADVISERS added6,330,325$413M4.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added4,752,260$309M3.3%2026-Q1
Boston Partners trimmed3,914,091$256M2.7%2026-Q1
Invesco Ltd. added3,695,564$241M2.6%2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INC added2,420,246$158M1.7%2026-Q1
NORGES BANK trimmed1,816,405$138M1.5%2026-Q1
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO2,069,279$135M1.4%2026-Q1
Madison Avenue Partners, LP trimmed1,875,736$122M1.3%2026-Q1
MORGAN STANLEY added1,763,007$115M1.2%2026-Q1
FMR LLC trimmed1,745,582$114M1.2%2026-Q1
NORTHERN TRUST CORP added1,539,405$101M1.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,519,514$99M1.1%2026-Q1
BANK OF AMERICA CORP /DE/ added1,432,780$94M1.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added919,263$60M0.6%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed883,534$58M0.6%2026-Q1
Ruffer LLP added859,993$56M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new830,345$54M0.6%2026-Q1
GOLDMAN SACHS GROUP INC added821,032$54M0.6%2026-Q1
Bank of New York Mellon Corp trimmed777,005$51M0.5%2026-Q1
EQUITY INVESTMENT CORP new775,793$51M0.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added774,683$51M0.5%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added771,874$50M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC added728,660$47M0.5%2026-Q1
DEUTSCHE BANK AG\ added706,129$46M0.5%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed693,060$45M0.5%2026-Q1
NUANCE INVESTMENTS, LLC added671,153$44M0.5%2026-Q1
UBS Group AG trimmed632,974$41M0.4%2026-Q1
KBC Group NV added632,833$41M0.4%2026-Q1
Gotham Asset Management, LLC added622,833$41M0.4%2026-Q1
CITADEL ADVISORS LLC added599,078$39M0.4%2026-Q1
JPMORGAN CHASE & CO added607,932$39M0.4%2026-Q1
ANCHOR CAPITAL ADVISORS LLC added590,307$39M0.4%2026-Q1
Legal & General Group Plc added588,062$38M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC added540,293$35M0.4%2026-Q1
Swiss National Bank added458,209$30M0.3%2026-Q1
PZENA INVESTMENT MANAGEMENT LLC added439,918$29M0.3%2026-Q1
US BANCORP \DE\ trimmed429,989$28M0.3%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added429,092$28M0.3%2026-Q1
Invenomic Capital Management LP added401,156$26M0.3%2026-Q1
HBK INVESTMENTS L P388,022$25M0.3%2026-Q1
WEDGE CAPITAL MANAGEMENT L L P/NC added383,662$25M0.3%2026-Q1
Nuveen, LLC added382,092$25M0.3%2026-Q1
GENERAL AMERICAN INVESTORS CO INC377,350$25M0.3%2026-Q1
Assenagon Asset Management S.A. trimmed362,404$24M0.3%2026-Q1
BARCLAYS PLC added358,921$23M0.2%2026-Q1
Philosophy Capital Management LLC added356,997$23M0.2%2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC added349,163$23M0.2%2026-Q1
ROYAL BANK OF CANADA added347,281$23M0.2%2026-Q1
Terril Brothers, Inc. added345,237$23M0.2%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added337,992$22M0.2%2026-Q1
FIRST TRUST ADVISORS LP added334,441$22M0.2%2026-Q1
Amundi added329,568$22M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added328,837$21M0.2%2026-Q1
WESTWOOD HOLDINGS GROUP INC new324,237$21M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added321,150$21M0.2%2026-Q1
Vanguard Global Advisers, LLC new313,384$20M0.2%2026-Q1
LONE PEAK GLOBAL INVESTORS LLC added312,776$20M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC added291,757$19M0.2%2026-Q1
CLARK ESTATES INC/NY added290,000$19M0.2%2026-Q1
RHUMBLINE ADVISERS added288,923$19M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added285,158$19M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added279,771$18M0.2%2026-Q1
QVIDTVM Management LLC trimmed265,615$17M0.2%2026-Q1
California Public Employees Retirement System trimmed247,320$16M0.2%2026-Q1
SEI INVESTMENTS CO added240,581$16M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed239,152$16M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. added186,680$15M0.2%2026-Q1
QV Investors Inc. trimmed224,672$15M0.2%2026-Q1
HSBC HOLDINGS PLC trimmed224,955$15M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed215,885$14M0.2%2026-Q1
Allianz Asset Management GmbH trimmed205,801$13M0.1%2026-Q1
South Dakota Investment Council added203,610$13M0.1%2026-Q1
AMERIPRISE FINANCIAL INC added179,255$12M0.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added167,833$11M0.1%2026-Q1
ExodusPoint Capital Management, LP added163,837$11M0.1%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added156,580$10M0.1%2026-Q1
STOREBRAND ASSET MANAGEMENT AS added153,352$10M0.1%2026-Q1
Quantinno Capital Management LP added153,208$10M0.1%2026-Q1
STIFEL FINANCIAL CORP added152,171$10M0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed148,679$10M0.1%2026-Q1
D. E. Shaw & Co., Inc. trimmed145,867$10M0.1%2026-Q1
VANGUARD GROUP INC trimmed16,877,123$1.3B14.2%2025-Q4 stale
BAUPOST GROUP LLC/MA trimmed1,053,240$80M0.9%2025-Q1 stale
Candlestick Capital Management LP trimmed947,174$72M0.8%2025-Q2 stale
JENNISON ASSOCIATES LLC added625,764$50M0.5%2025-Q4 stale
Balyasny Asset Management L.P. trimmed448,181$36M0.4%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC added312,800$25M0.3%2025-Q4 stale
LORD, ABBETT & CO. LLC new310,000$24M0.3%2025-Q1 stale
Zimmer Partners, LP new275,000$20M0.2%2025-Q3 stale
TWINBEECH CAPITAL LP added170,053$13M0.1%2025-Q1 stale
MARSHALL WACE, LLP added160,529$13M0.1%2025-Q4 stale
Ananym Capital Management, LP trimmed166,077$13M0.1%2025-Q1 stale
VIRGINIA RETIREMENT SYSTEMS ET Al new161,100$12M0.1%2025-Q1 stale
DISCOVERY CAPITAL MANAGEMENT, LLC / CT added147,300$12M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership