WTTRNYSEOil & Gas Field Services, NECFiscal year ends December 31
Select Water Solutions, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$18.51−0.07 (-0.38%)
Close on Oct 19, 2026
- Market cap
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- P/E (TTM)
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- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
87.9%
122M of 138M shares
Institutional holders
266
41 new, 28 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 49 sales
Net sold $166.32M
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. | 8,842,944 | 8.60% | 13G (passive) amendment | Sep 30, 2024 |
| Crestview Partners II GP, L.P. | 8,774,073 | 6.30% | 13G (passive) amendment | Jun 30, 2026 |
| Franklin Resources, Inc. | 10,872,399 | 8.90% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WTTR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,687,275 | 8.44% | $233.51M | +2,084,304 | 0.00% |
| Franklin Resources Inc | 11,207,094 | 8.09% | $223.92M | +334,695 | 0.05% |
| Dimensional Fund Advisors LP | 6,519,388 | 4.71% | $130.25M | −30,921 | 0.02% |
| Vanguard Capital Management LLC | 5,206,877 | 3.76% | $104.03M | +264,323 | 0.00% |
| American Century Companies Inc | 4,165,082 | 3.01% | $83.22M | +158,091 | 0.04% |
| Wellington Management Group Llp | 3,855,291 | 2.78% | $77.03M | −127,786 | 0.01% |
| State Street Corp | 3,815,297 | 2.76% | $76.23M | +480,192 | 0.00% |
| Deprince Race & Zollo Inc | 3,447,087 | 2.49% | $68.87M | −70,076 | 1.16% |
| Geode Capital Management, LLC | 3,262,249 | 2.36% | $65.19M | +754,639 | 0.00% |
| Merewether Investment Management, LP | 2,955,888 | 2.13% | $59.06M | +66,888 | 1.11% |
| FMR LLC | 2,721,945 | 1.97% | $54.38M | +2,648,538 | 0.00% |
| Crestview Partners II GP, L.P. | 2,615,972 | 1.89% | $52.27M | −1,283,223 | 22.26% |
| Van Eck Associates Corp | 2,584,256 | 1.87% | $51.63M | −624,052 | 0.03% |
| Alliancebernstein L.P. | 2,467,487 | 1.78% | $37.75M | −294,723 | 0.01% |
| Victory Capital Management Inc | 2,382,790 | 1.72% | $47.61M | −342,621 | 0.03% |
| Webs Creek Capital Management LP | 2,015,969 | 1.46% | $40.28M | −562,421 | 7.63% |
| Vanguard Portfolio Management LLC | 1,955,499 | 1.41% | $39.07M | +472,975 | 0.00% |
| Royce & Associates LP | 1,812,157 | 1.31% | $36.21M | −268,239 | 0.29% |
| Nuveen, LLC | 1,789,160 | 1.29% | $35.75M | +1,603,223 | 0.01% |
| Charles Schwab Investment Management Inc | 1,592,514 | 1.15% | $31.82M | −35,802 | 0.00% |
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 | 266 | 122M | 87.9% | 41 / 90 | 92 / 28 | 20M | 16M |
| Q1 2026 | 255 | 117M | 84.6% | 67 / 82 | 70 / 16 | 29M | 5M |
| Q4 2025 | 207 | 99M | 71.7% | 27 / 66 | 67 / 27 | 8M | 7M |
| Q3 2025 | 210 | 98M | 70.6% | 21 / 82 | 68 / 36 | 17M | 11M |
| Q2 2025 | 228 | 92M | 66.3% | 34 / 78 | 79 / 49 | 11M | 13M |
| Q1 2025 | 246 | 93M | 67.5% | 46 / 89 | 72 / 27 | 14M | 13M |
| Q4 2024 | 229 | 93M | 67.4% | 46 / 77 | 72 / 32 | 10M | 8M |
| Q3 2024 | 219 | 91M | 65.7% | 45 / 82 | 61 / 17 | 19M | 6M |
| Q2 2024 | 193 | 87M | 62.9% | 34 / 73 | 54 / 38 | 13M | 12M |
| Q1 2024 | 200 | 86M | 62.1% | 37 / 76 | 55 / 23 | 16M | 8M |
| Q4 2023 | 186 | 78M | 56.0% | 33 / 58 | 64 / 19 | 10M | 7M |
| Q3 2023 | 174 | 75M | 54.0% | 37 / 65 | 40 / 18 | 11M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WTTR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Franklin Small Cap Value Fund | 5,791,682 | 4.18% | $107.26M | 2.50% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 3,732,986 | 2.70% | $74.59M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 3,467,866 | 2.50% | $62.18M | 0.23% | May 31, 2026 |
| iShares Russell 2000 ETF | 2,970,693 | 2.15% | $59.35M | 0.07% | Jun 30, 2026 |
| VanEck Oil Services ETF | 2,272,154 | 1.64% | $45.40M | 2.28% | Jun 30, 2026 |
| Franklin Small Cap Value VIP Fund | 2,095,308 | 1.51% | $41.86M | 3.20% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 2,049,525 | 1.48% | $37.96M | 0.51% | Jul 31, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 1,745,000 | 1.26% | $34.87M | 0.74% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,354,970 | 0.98% | $27.07M | 0.03% | Jun 30, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 1,326,367 | 0.96% | $24.56M | 0.52% | Jul 31, 2026 |
| Needham Aggressive Growth Fund | 1,300,000 | 0.94% | $25.97M | 1.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,245,130 | 0.90% | $23.06M | 0.07% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 1,090,924 | 0.79% | $20.20M | 0.10% | Jul 31, 2026 |
| Select Energy Portfolio | 1,059,900 | 0.77% | $19.00M | 0.52% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 1,051,763 | 0.76% | $21.01M | 0.14% | Jun 30, 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 |
|---|---|---|---|---|
| John Schmitz | President & CEO, Director | 10,911,740 | 7.88% | Jul 20, 2026 |
| Michael James Lyons | EVP, CSO & CTO | 142,751 | 0.10% | Aug 18, 2026 |
| Christopher Kile George | EVP & CFO | 340,275 | 0.25% | Jul 7, 2026 |
| Brian Szymanski | Chief Accounting Officer | 169,096 | 0.12% | May 12, 2026 |
| Michael Skarke | EVP & COO | 360,738 | 0.26% | May 12, 2026 |
| Robert Allen Wilson | SVP, General Counsel & CCO | 24,138 | 0.02% | Apr 3, 2026 |
| Cody Ortowski | EVP, Business Strategy | 1,539,524 | 1.11% | Mar 9, 2026 |
| Christina M. Ibrahim | SVP, GC, CCO & Corp. Sec. | 137,759 | 0.10% | May 6, 2025 |
| Richard Alan Burnett | Director | 71,578 | 0.05% | May 18, 2026 |
| Robin H. Fielder | Director | 43,315 | 0.03% | May 8, 2026 |
| Timothy A. Roberts | Director | 26,868 | 0.02% | May 8, 2026 |
| Bruce E. Cope | Director | 26,868 | 0.02% | May 8, 2026 |
| Luis M. Fernandez-Moreno | Director | 78,652 | 0.06% | May 8, 2026 |
| Gayle Burleson | Director | 95,214 | 0.07% | May 8, 2026 |
| Robert V. Delaney Jr. | Director | 20,024,073 | 14.46% | Apr 9, 2026 |
| Douglas James Wall | Director | 122,724 | 0.09% | May 2, 2025 |
| Crestview Partners II GP, L.P. | 10% owner | 20,074,407 | 14.50% | May 21, 2026 |
| Crestview Partners II SES Investment, LLC | 10% owner | 13,790,861 | 9.96% | May 21, 2026 |
| Crestview Partners II SES Investment B, LLC | 10% owner | 17,024,073 | 12.29% | May 21, 2026 |
| Crestview Advisors, L.L.C. | 10% owner | 20,120,296 | 14.53% | Apr 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael James Lyons EVP, CSO & CTO | Aug 15, 2026 | Tax withholding | −1,844 | $20.86 | $38.47K | 142,751 |
| John Schmitz President & CEO, Director | Jul 16, 2026 | Award | +250,000 | – | – | 536,436 |
| Christopher Kile George EVP & CFO | Jul 2, 2026 | Tax withholding | −730 | $17.99 | $13.13K | 340,275 |
| Crestview Partners II SES Investment, LLC 10% owner | May 19, 2026 | Conversion | +2,632,760 | – | – | 2,632,760 |
| Crestview Partners II SES Investment, LLC 10% owner | May 19, 2026 | Returned to company | −2,632,760 | – | – | 11,158,101 |
| Crestview Partners II SES Investment, LLC 10% owner | May 19, 2026 | Sale | −2,632,760 | $18.92 | $49.81M | 0 |
| Crestview Partners II SES Investment, LLC 10% owner | May 19, 2026 | Sale | −617,240 | $18.92 | $11.68M | 2,615,972 |
| Richard Alan Burnett Director | May 15, 2026 | Sale | −45,316 | $18.74 | $849.22K | 71,578 |
| Richard Alan Burnett Director | May 14, 2026 | Sale | −19,684 | $18.73 | $368.68K | 116,894 |
| Michael Skarke EVP & COO | May 12, 2026 | Sale | −20,000 | $17.78 | $355.60K | 360,738 |
| Brian Szymanski Chief Accounting Officer | May 11, 2026 | Sale | −20,000 | $17.04 | $340.80K | 114,752 |
| Michael Skarke EVP & COO | May 11, 2026 | Sale | −90,000 | $17.31 | $1.56M | 380,738 |
| Robin H. Fielder Director | May 8, 2026 | Sale | −27,010 | $16.80 | $453.77K | 43,315 |
| Robin H. Fielder Director | May 6, 2026 | Award | +9,446 | – | – | 70,325 |
| Luis M. Fernandez-Moreno Director | May 6, 2026 | Award | +9,446 | – | – | 78,652 |
| Gayle Burleson Director | May 6, 2026 | Award | +9,446 | – | – | 95,214 |
| Richard Alan Burnett Director | May 6, 2026 | Award | +9,446 | – | – | 136,578 |
| Bruce E. Cope Director | May 6, 2026 | Award | +9,446 | – | – | 26,868 |
| Timothy A. Roberts Director | May 6, 2026 | Award | +9,446 | – | – | 26,868 |
| Crestview Partners II SES Investment B, LLC 10% owner | Apr 8, 2026 | Returned to company | −2,430,240 | – | – | 13,790,861 |
| Crestview Partners II SES Investment B, LLC 10% owner | Apr 8, 2026 | Sale | −665,983 | $15.12 | $10.07M | 3,233,212 |
| Crestview Partners II SES Investment B, LLC 10% owner | Apr 8, 2026 | Conversion | +2,430,240 | – | – | 2,430,240 |
| Crestview Partners II SES Investment B, LLC 10% owner | Apr 8, 2026 | Sale | −2,430,240 | $15.12 | $36.75M | 0 |
| Crestview Partners II SES Investment B, LLC Director, 10% owner | Apr 8, 2026 | Conversion | +2,430,240 | – | – | 2,430,240 |
| Crestview Partners II SES Investment B, LLC Director, 10% owner | Apr 8, 2026 | Sale | −665,983 | $15.12 | $10.07M | 3,233,212 |
| Crestview Partners II SES Investment B, LLC Director, 10% owner | Apr 8, 2026 | Sale | −2,430,240 | $15.12 | $36.75M | 0 |
| Crestview Partners II SES Investment B, LLC Director, 10% owner | Apr 8, 2026 | Returned to company | −2,430,240 | – | – | 13,790,861 |
| Robert Allen Wilson SVP, General Counsel & CCO | Apr 1, 2026 | Award | +24,138 | – | – | 24,138 |
| Robert Allen Wilson SVP, General Counsel & CCO | Apr 1, 2026 | Award | +25,552 | – | – | 49,690 |
| Brian Szymanski Chief Accounting Officer | Mar 5, 2026 | Tax withholding | −7,843 | $14.03 | $110.04K | 134,752 |
| Brian Szymanski Chief Accounting Officer | Mar 5, 2026 | Award | +17,885 | – | – | 142,595 |
| John Schmitz President & CEO, Director | Mar 5, 2026 | Tax withholding | −49,420 | $14.03 | $693.36K | 1,017,034 |
| John Schmitz President & CEO, Director | Mar 5, 2026 | Award | +125,590 | – | – | 1,066,454 |
| Christopher Kile George EVP & CFO | Mar 5, 2026 | Award | +25,674 | – | – | 351,108 |
| Christopher Kile George EVP & CFO | Mar 5, 2026 | Tax withholding | −10,103 | $14.03 | $141.75K | 341,005 |
| Michael Skarke EVP & COO | Mar 5, 2026 | Tax withholding | −11,589 | $14.03 | $162.59K | 470,738 |
| Michael Skarke EVP & COO | Mar 5, 2026 | Award | +29,450 | – | – | 482,327 |
| Cody Ortowski EVP, Business Strategy | Mar 5, 2026 | Tax withholding | −10,846 | $14.03 | $152.17K | 419,087 |
| Cody Ortowski EVP, Business Strategy | Mar 5, 2026 | Award | +27,561 | – | – | 429,933 |
| Michael James Lyons EVP, CSO & CTO | Mar 5, 2026 | Tax withholding | −3,430 | $14.03 | $48.12K | 144,595 |
| Michael James Lyons EVP, CSO & CTO | Mar 5, 2026 | Award | +10,602 | – | – | 148,025 |
| Christopher Kile George EVP & CFO | Feb 24, 2026 | Tax withholding | −14,656 | $13.65 | $200.05K | 325,434 |
| Christopher Kile George EVP & CFO | Feb 24, 2026 | Award | +44,714 | – | – | 340,090 |
| Cody Ortowski EVP, Business Strategy | Feb 24, 2026 | Tax withholding | −14,694 | $13.65 | $200.57K | 402,372 |
| Cody Ortowski EVP, Business Strategy | Feb 24, 2026 | Award | +32,552 | – | – | 417,066 |
| Michael James Lyons EVP, CSO & CTO | Feb 24, 2026 | Tax withholding | −7,821 | $13.65 | $106.76K | 137,423 |
| Michael James Lyons EVP, CSO & CTO | Feb 24, 2026 | Award | +34,221 | – | – | 145,244 |
| Michael Skarke EVP & COO | Feb 24, 2026 | Award | +38,394 | – | – | 468,578 |
| Michael Skarke EVP & COO | Feb 24, 2026 | Tax withholding | −15,701 | $13.65 | $214.32K | 452,877 |
| Cody Ortowski EVP, Business Strategy | Feb 24, 2026 | Award | +32,552 | – | – | 417,066 |
| Cody Ortowski EVP, Business Strategy | Feb 24, 2026 | Tax withholding | −14,694 | $13.65 | $200.57K | 402,372 |
| Brian Szymanski Chief Accounting Officer | Feb 24, 2026 | Tax withholding | −11,022 | $13.65 | $150.45K | 124,710 |
| Brian Szymanski Chief Accounting Officer | Feb 24, 2026 | Award | +18,988 | – | – | 135,732 |
| John Schmitz President & CEO, Director | Feb 24, 2026 | Tax withholding | −66,952 | $13.65 | $913.89K | 940,864 |
| John Schmitz President & CEO, Director | Feb 24, 2026 | Award | +143,084 | – | – | 1,007,816 |
| John Schmitz President & CEO, Director | Feb 23, 2026 | Gift | −265,250 | – | – | 274,137 |
| John Schmitz President & CEO, Director | Feb 23, 2026 | Gift | +265,250 | – | – | 265,250 |
| Christopher Kile George EVP & CFO | Feb 9, 2026 | Tax withholding | −7,834 | $12.96 | $101.53K | 295,376 |
| Christopher Kile George EVP & CFO | Feb 9, 2026 | Award | +18,634 | – | – | 303,210 |
| John Schmitz President & CEO, Director | Feb 9, 2026 | Award | +91,154 | – | – | 635,598 |
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 |
|---|---|---|---|---|---|
| Crestview Partners II SES Investment B, LLC, and Crestview Partners II SES Investment, LLC (via SES Legacy Holdings, LLC) Shareholder | Aug 11, 2026 | 3,000,000 | $62.67M | Aug 11, 2026 | Exchange of UP-C LLC Units and Class B Common Stock for Class A Common Stock |
| Crestview Partners II SES Investment B, LLC, and Crestview Partners II SES Investment, LLC (via SES Legacy Holdings, LLC) Shareholder | Jul 1, 2026 | 2,000,000 | $39.96M | Jul 1, 2026 | Exchange of UP-C LLC Units and Class B Common Stock for Class A Common Stock |
| Crestview Partners II SES Investment B, LLC, and Crestview Partners II SES Investment, LLC (via SES Legacy Holdings, LLC) Shareholder | May 19, 2026 | 3,250,000 | $63.57M | May 19, 2026 | Exchange of UP-C LLC Units and Class B Common Stock for Class A Common Stock |
| Burnett Richard Director | May 15, 2026 | 45,316 | $849.22K | May 15, 2026 | Restricted stock vesting under a registered plan |
| Burnett Richard Director | May 14, 2026 | 19,684 | $368.75K | May 14, 2026 | Restricted stock vesting under a registered plan |
| Skarke Michael Officer | May 12, 2026 | 20,000 | $355.68K | May 12, 2026 | Restricted stock vesting under a registered plan |
| Brian Szymanski Officer | May 11, 2026 | 20,000 | $335.60K | May 11, 2026 | RESTRICTED STOCK VESTINGS |
| Skarke Michael Officer | May 11, 2026 | 90,000 | $1.56M | May 11, 2026 | Restricted stock vesting under a registered plan |
| H. Fielder Robin Director | May 8, 2026 | 27,010 | $453.82K | May 8, 2026 | Restricted stock vesting under a registered plan |
| Crestview Partners II SES Investment B, LLC, Crestview Partners II SES Investment, LLC (via SES Legacy Holdings, LLC) and Crestview Advisors, L.L.C. Shareholder | Apr 8, 2026 | 3,096,223 | $47.03M | Apr 8, 2026 | Exchange of UP-C LLC Units and Class B Common Stock for Class A Common Stock |
| B-29 Investments, LP Affiliate | Feb 6, 2026 | 300,000 | $3.61M | Feb 6, 2026 | Distribution from Sunray Capital, LP |
| Schmitz John Affiliate | Nov 10, 2025 | 608,694 | $6.67M | Nov 10, 2025 | Private Sale |
| B-29 Investments, LP Affiliate | Feb 11, 2025 | 100,000 | $1.31M | Feb 11, 2025 | Distribution from Sunray Capital, LP |
| B-29 Investments, LP Affiliate | Nov 8, 2024 | 300,000 | $4.28M | Nov 8, 2024 | Distribution from Sunray Capital, LP |
| Michael Skarke Officer | May 13, 2024 | 13,421 | $131.31K | May 13, 2024 | Owned Shares |