SEINYSEOil & Gas Field Machinery & EquipmentFiscal year ends December 31
Solaris Energy Infrastructure, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$65.76+3.02 (+4.81%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- 0.73%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.8%
71M of 77M shares
Institutional holders
432
115 new, 39 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
7 buys · 12 sales
Net sold $405.34M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,024,851 | 13.10% | 13G (passive) amendment | Jul 31, 2026 |
| Yorktown Energy Partners X, L.P. | 7,079,234 | 16.05% | 13G (passive) amendment | Dec 31, 2024 |
| John A. Johnson | 6,264,783 | 13.40% | 13D (active) amendment | May 5, 2025 |
| William A. Zartler | 5,289,542 | 10.00% | 13G (passive) amendment | Dec 31, 2025 |
| Yorktown X Company LP | 5,079,234 | 7.20% | 13G (passive) amendment | May 6, 2026 |
| Solaris Energy Capital, LLC | 3,513,496 | 8.50% | 13G (passive) amendment | Dec 31, 2024 |
| Todd J. Kantor | 2,559,543 | 5.24% | 13G (passive) amendment | Dec 31, 2025 |
| Voya Financial, Inc. | 2,545,879 | 5.20% | 13G (passive) | Dec 31, 2025 |
| Matthew Curtis | 2,399,191 | 6.48% | 13G (passive) amendment | Dec 31, 2024 |
| Timothy Albright | 1,985,844 | 5.22% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SEI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,204,415 | 6.80% | $418.75M | +1,081,979 | 0.01% |
| Encompass Capital Advisors LLC | 2,519,604 | 3.29% | $202.73M | +769,604 | 7.21% |
| Vanguard Capital Management LLC | 2,447,630 | 3.20% | $196.94M | +407,179 | 0.00% |
| Morgan Stanley | 2,024,283 | 2.64% | $162.87M | +316,828 | 0.01% |
| Two Sigma Investments, LP | 1,979,861 | 2.59% | $159.30M | +38,315 | 0.12% |
| Summit Partners Public Asset Management, LLC | 1,692,838 | 2.21% | $136.21M | −36,217 | 2.39% |
| Jennison Associates LLC | 1,691,193 | 2.21% | $136.07M | +511,457 | 0.08% |
| Valiant Capital Management, L.P. | 1,604,346 | 2.10% | $129.09M | +484,843 | 5.21% |
| Driehaus Capital Management LLC | 1,584,985 | 2.07% | $127.53M | −43,189 | 0.74% |
| FMR LLC | 1,581,402 | 2.07% | $127.24M | −281,159 | 0.01% |
| State Street Corp | 1,487,464 | 1.94% | $119.65M | +132,118 | 0.00% |
| Van Eck Associates Corp | 1,478,669 | 1.93% | $118.97M | −475,786 | 0.07% |
| Geode Capital Management, LLC | 1,352,450 | 1.77% | $108.84M | +251,299 | 0.01% |
| Goldman Sachs Group Inc | 1,278,618 | 1.67% | $102.88M | +144,755 | 0.01% |
| Ameriprise Financial Inc | 1,144,927 | 1.50% | $92.12M | +419,904 | 0.02% |
| Clearbridge Investments, LLC | 1,138,159 | 1.49% | $91.58M | +1,026,595 | 0.08% |
| Situational Awareness LP | 1,129,621 | 1.48% | $90.89M | +24,070 | 0.45% |
| Korea Investment CORP | 1,096,000 | 1.43% | $88.18M | +425,486 | 0.17% |
| Advent International, L.P. | 1,094,427 | 1.43% | $88.06M | −146,935 | 0.50% |
| Principal Financial Group Inc | 1,072,200 | 1.40% | $86.27M | −72,452 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 432 | 71M | 92.8% | 115 / 158 | 123 / 39 | 17M | 10M |
| Q1 2026 | 363 | 65M | 85.2% | 91 / 126 | 112 / 59 | 16M | 15M |
| Q4 2025 | 335 | 68M | 88.4% | 102 / 124 | 85 / 33 | 22M | 9M |
| Q3 2025 | 272 | 55M | 72.3% | 88 / 83 | 75 / 26 | 18M | 10M |
| Q2 2025 | 212 | 48M | 62.6% | 54 / 92 | 47 / 37 | 12M | 5M |
| Q1 2025 | 200 | 41M | 53.5% | 56 / 90 | 40 / 30 | 13M | 7M |
| Q4 2024 | 178 | 35M | 45.8% | 63 / 47 | 51 / 20 | 16M | 5M |
| Q3 2024 | 135 | 24M | 31.4% | 38 / 38 | 46 / 30 | 10M | 7M |
| Q2 2024 | 129 | 24M | 31.0% | 19 / 41 | 51 / 22 | 3M | 7M |
| Q1 2024 | 132 | 28M | 36.6% | 25 / 42 | 50 / 33 | 8M | 5M |
| Q4 2023 | 140 | 25M | 32.6% | 30 / 53 | 37 / 9 | 6M | 3M |
| Q3 2023 | 119 | 22M | 28.2% | 27 / 34 | 35 / 8 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SEI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,762,092 | 2.30% | $141.78M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,371,420 | 1.79% | $110.34M | 0.13% | Jun 30, 2026 |
| VanEck Oil Services ETF | 1,286,378 | 1.68% | $103.50M | 5.20% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 629,688 | 0.82% | $50.66M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 584,242 | 0.76% | $30.04M | 0.09% | Jul 31, 2026 |
| PGIM Jennison Small Company Fund | 570,128 | 0.74% | $45.87M | 1.32% | Jun 30, 2026 |
| Westwood Salient Mlp & Energy | 517,696 | 0.68% | $26.61M | 1.87% | Jul 31, 2026 |
| SmallCap Fund | 501,200 | 0.65% | $25.77M | 1.24% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 493,233 | 0.64% | $39.69M | 0.26% | Jun 30, 2026 |
| Vanguard Explorer Fund | 481,850 | 0.63% | $24.77M | 0.11% | Jul 31, 2026 |
| Oberweis Small-Cap Opportunities Fund | 471,400 | 0.62% | $37.93M | 1.34% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 463,300 | 0.61% | $37.28M | 0.25% | Jun 30, 2026 |
| BlackRock Strategic Income Opportunities Portfolio | 403,846 | 0.53% | $32.49M | 0.07% | Jun 30, 2026 |
| ClearBridge Small Cap Growth Fund | 358,400 | 0.47% | $18.43M | 0.97% | Jul 31, 2026 |
| Voya Small Cap Growth Fund | 347,622 | 0.45% | $24.17M | 1.14% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Amanda M. Brock | Co-Chief Executive Officer, Director | 276,080 | 0.36% | Mar 3, 2026 |
| Cynthia M. Durrett | Chief Administrative Officer, Director | 319,565 | 0.42% | Mar 3, 2026 |
| William A. Zartler | Chairman and Co-CEO, Director, 10% owner | 5,555,198 | 7.26% | Mar 3, 2026 |
| Christopher P. Wirtz | Chief Accounting Officer | 34,782 | 0.05% | Jun 2, 2026 |
| Christopher M. Powell | Chief Legal Officer | 141,790 | 0.19% | May 12, 2026 |
| Kyle S. Ramachandran | President | 954,456 | 1.25% | Mar 3, 2026 |
| Stephan E. Tompsett | Chief Financial Officer | 30,000 | 0.04% | Feb 17, 2026 |
| Aj Teague | Director | 131,825 | 0.17% | Sep 9, 2026 |
| Mario Max Yzaguirre | Director | 11,484 | 0.01% | Aug 25, 2026 |
| Ray N. Walker JR | Director | 8,835 | 0.01% | Aug 25, 2026 |
| Laurie H. Argo | Director | 48,170 | 0.06% | Aug 25, 2026 |
| W. Howard Keenan JR | Director | 7,171,273 | 9.37% | Aug 25, 2026 |
| Edgar R. Giesinger JR. | Director | 94,202 | 0.12% | Aug 25, 2026 |
| James R. Burke | Director | 52,305 | 0.07% | Aug 25, 2026 |
| KTR Management Company, LLC | 10% owner | 0 | – | May 4, 2026 |
| John Tuma | 10% owner | 2,000,000 | 2.61% | May 4, 2026 |
| John Abraham Johnson | 10% owner | 6,114,783 | 7.99% | Jul 30, 2025 |
| J Turbines, Inc. | 10% owner | 2,114,783 | 2.76% | Jul 30, 2025 |
| Kelly L. Price | – | 271,519 | 0.35% | Mar 4, 2025 |
| Yorktown Energy Partners X, L.P. | 10% owner | 8,054,234 | 10.52% | Dec 18, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Aj Teague Director | Sep 8, 2026 | Buy | +3,900 | $64.25 | $250.58K | 14,960 |
| Aj Teague Director | Sep 8, 2026 | Buy | +3,900 | $64.21 | $250.42K | 116,865 |
| James R. Burke Director | Aug 23, 2026 | Award | +3,075 | – | – | 8,771 |
| Edgar R. Giesinger JR. Director | Aug 23, 2026 | Award | +3,246 | – | – | 94,202 |
| Aj Teague Director | Aug 23, 2026 | Award | +3,075 | – | – | 112,965 |
| W. Howard Keenan JR Director | Aug 23, 2026 | Award | +2,989 | – | – | 92,039 |
| Laurie H. Argo Director | Aug 23, 2026 | Award | +3,331 | – | – | 48,170 |
| Ray N. Walker JR Director | Aug 23, 2026 | Award | +3,075 | – | – | 8,835 |
| Mario Max Yzaguirre Director | Aug 23, 2026 | Award | +3,160 | – | – | 11,484 |
| Christopher P. Wirtz Chief Accounting Officer | Jun 1, 2026 | Tax withholding | −1,303 | $69.54 | $90.61K | 34,782 |
| Christopher P. Wirtz Chief Accounting Officer | May 13, 2026 | Sale | −700 | $77.22 | $54.05K | 36,085 |
| Laurie H. Argo Director | May 12, 2026 | Sale | −5,200 | $72.88 | $378.98K | 44,839 |
| Christopher M. Powell Chief Legal Officer | May 11, 2026 | Sale | −9,179 | $73.90 | $678.33K | 141,790 |
| Christopher M. Powell Chief Legal Officer | May 11, 2026 | Sale | −25,492 | $74.84 | $1.91M | 116,298 |
| Christopher M. Powell Chief Legal Officer | May 11, 2026 | Sale | −2,181 | $75.33 | $164.29K | 114,117 |
| Aj Teague Director | May 8, 2026 | Buy | +3,425 | $72.98 | $249.96K | 109,890 |
| Aj Teague Director | May 8, 2026 | Buy | +2,750 | $72.98 | $200.70K | 11,060 |
| Ray N. Walker JR Director | May 8, 2026 | Sale | −56,841 | $72.11 | $4.10M | 5,760 |
| W. Howard Keenan JR Director | May 6, 2026 | Conversion | +2,000,000 | – | – | 2,000,000 |
| W. Howard Keenan JR Director | May 6, 2026 | Sale | −2,000,000 | $74.50 | $149.00M | 0 |
| W. Howard Keenan JR Director | May 6, 2026 | Other | −2,000,000 | – | – | 5,079,234 |
| KTR Management Company, LLC 10% owner | Apr 30, 2026 | Sale | −2,000,000 | $70.75 | $141.50M | 0 |
| KTR Management Company, LLC 10% owner | Apr 30, 2026 | Other | −2,000,000 | – | – | 0 |
| KTR Management Company, LLC 10% owner | Apr 30, 2026 | Conversion | +2,000,000 | – | – | 2,000,000 |
| Amanda M. Brock Co-Chief Executive Officer, Director | Mar 1, 2026 | Award | +135,000 | – | – | 276,080 |
| Cynthia M. Durrett Chief Administrative Officer, Director | Mar 1, 2026 | Tax withholding | −26,940 | $49.63 | $1.34M | 154,527 |
| Cynthia M. Durrett Chief Administrative Officer, Director | Mar 1, 2026 | Award | +21,444 | – | – | 152,596 |
| Cynthia M. Durrett Chief Administrative Officer, Director | Mar 1, 2026 | Award | +28,871 | – | – | 181,467 |
| William A. Zartler Chairman and Co-CEO, Director, 10% owner | Mar 1, 2026 | Award | +115,656 | – | – | 1,314,883 |
| William A. Zartler Chairman and Co-CEO, Director, 10% owner | Mar 1, 2026 | Award | +150,000 | – | – | 1,199,227 |
| Christopher P. Wirtz Chief Accounting Officer | Mar 1, 2026 | Award | +3,296 | – | – | 37,177 |
| Christopher P. Wirtz Chief Accounting Officer | Mar 1, 2026 | Award | +1,814 | – | – | 38,991 |
| Christopher P. Wirtz Chief Accounting Officer | Mar 1, 2026 | Tax withholding | −2,206 | $49.63 | $109.48K | 36,785 |
| Kyle S. Ramachandran President | Mar 1, 2026 | Tax withholding | −49,902 | $49.63 | $2.48M | 407,779 |
| Kyle S. Ramachandran President | Mar 1, 2026 | Award | +37,004 | – | – | 407,342 |
| Kyle S. Ramachandran President | Mar 1, 2026 | Award | +50,339 | – | – | 457,681 |
| Christopher M. Powell Chief Legal Officer | Mar 1, 2026 | Award | +29,723 | – | – | 178,503 |
| Christopher M. Powell Chief Legal Officer | Mar 1, 2026 | Tax withholding | −27,534 | $49.63 | $1.37M | 150,969 |
| Christopher M. Powell Chief Legal Officer | Mar 1, 2026 | Award | +18,165 | – | – | 148,780 |
| Stephan E. Tompsett Chief Financial Officer | Feb 12, 2026 | Award | +30,000 | – | – | 30,000 |
| Aj Teague Director | Dec 17, 2025 | Buy | +2,310 | $43.13 | $99.63K | 106,465 |
| Aj Teague Director | Dec 17, 2025 | Buy | +2,310 | $43.11 | $99.58K | 8,310 |
| Amanda M. Brock Co-Chief Executive Officer, Director | Dec 17, 2025 | Buy | +3,669 | $40.89 | $150.03K | 141,080 |
| Laurie H. Argo Director | Dec 17, 2025 | Sale | −2,300 | $44.25 | $101.78K | 50,039 |
| Cynthia M. Durrett CHIEF ADMINISTRATIVE OFFICER, Director | Dec 17, 2025 | Sale | −47,011 | $44.62 | $2.10M | 131,152 |
| James R. Burke Director | Dec 10, 2025 | Sale | −11,277 | $53.03 | $598.02K | 5,696 |
| John Tuma 10% owner | Nov 4, 2025 | Other | −2,114,783 | – | – | 2,000,000 |
| John Tuma 10% owner | Nov 4, 2025 | Sale | −2,114,783 | $50.15 | $106.06M | 0 |
| John Tuma 10% owner | Nov 4, 2025 | Conversion | +2,114,783 | – | – | 2,114,783 |
| Amanda M. Brock Co-Chief Executive Officer, Director | Oct 16, 2025 | Award | +125,000 | – | – | 137,411 |
| James R. Burke Director | Sep 10, 2025 | Sale | −5,000 | $29.22 | $146.10K | 16,973 |
| William A. Zartler CHAIRMAN AND CEO, Director, 10% owner | Sep 9, 2025 | Buy | +10,000 | $24.83 | $248.30K | 1,049,227 |
| Kyle S. Ramachandran PRESIDENT AND CFO | Sep 9, 2025 | Buy | +2,000 | $25.00 | $50.00K | 370,338 |
| Christopher M. Powell CHIEF LEGAL OFFICER | Aug 26, 2025 | Sale | −12,750 | $30.00 | $382.50K | 130,615 |
| Edgar R. Giesinger JR. Director | Aug 25, 2025 | Sale | −10,000 | $28.86 | $288.60K | 90,956 |
| Mario Max Yzaguirre Director | Aug 23, 2025 | Award | +5,963 | – | – | 8,324 |
| Ray N. Walker JR Director | Aug 23, 2025 | Award | +5,696 | – | – | 62,601 |
| James R. Burke Director | Aug 23, 2025 | Award | +5,696 | – | – | 21,973 |
| Edgar R. Giesinger JR. Director | Aug 23, 2025 | Award | +6,052 | – | – | 100,956 |
| Aj Teague Director | Aug 23, 2025 | Award | +5,696 | – | – | 104,155 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Yorktown Energy Partners X, L.P. Affiliate | May 8, 2026 | 2,000,000 | $149.00M | May 6, 2026 | Private Placement |
| KTR Management Company, LLC 10% Stockholder | Nov 6, 2025 | 2,114,783 | $106.06M | Nov 4, 2025 | Contribution/Acquisition |
| KTR Management Company, LLC Owner | Aug 7, 2025 | 4,000,000 | $118.00M | Aug 6, 2025 | Contribution/Acquisition |
| J Turbines, Inc. 10% Owner | Jul 29, 2025 | 4,000,000 | $121.20M | Jul 28, 2025 | Contribution/Acquisition |
| J Turbines, Inc. Officer | Jun 4, 2025 | 150,000 | $4.20M | Jun 4, 2025 | Contribution / Acquisition |
| J Turbines, Inc. 10% Owner | May 7, 2025 | 1,850,000 | $41.48M | May 5, 2025 | Contribution/Acquisition |