| 0.02% |
| 4 | TRIAN FUND MANAGEMENT, L.P. | 8.2M | $635.5M | 0.0% | 4.756% | 15.02% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.3M | $488.3M | -1.0% | 3.655% | 0.02% |
| 6 | DAVIS SELECTED ADVISERS | 6.3M | $486.7M | -0.4% | 3.642% | 2.09% |
| 7 | STATE STREET CORP | 5.6M | $435.1M | -12.0% | 3.256% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 4.9M | $378.3M | +3.3% | 2.836% | 0.02% |
| 9 | Boston Partners | 4.0M | $311.5M | +3.2% | 2.332% | 0.28% |
| 10 | Invesco Ltd. | 3.3M | $255.4M | -12.7% | 1.911% | 0.02% |
| 11 | FMR LLC | 2.1M | $160.4M | +11.2% | 1.201% | 0.01% |
| 12 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 2.1M | $159.6M | 0.0% | 1.195% | 0.11% |
| 13 | Diamond Hill Capital Management, LLC (Investment Advisor) | 1.9M | $150.1M | -19.6% | 1.123% | 1.20% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.8M | $140.2M | +134.6% | 1.050% | 0.03% |
| 15 | Madison Avenue Partners, LP | 1.7M | $134.3M | -7.2% | 1.006% | 5.78% |
| 16 | NORGES BANK | 1.7M | $132.2M | — | 0.990% | 0.01% |
| 17 | MORGAN STANLEY | 1.5M | $118.3M | -13.0% | 0.885% | 0.01% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $117.5M | +0.2% | 0.879% | 0.02% |
| 19 | NORTHERN TRUST CORP | 1.4M | $107.1M | -9.9% | 0.801% | 0.01% |
| 20 | BANK OF AMERICA CORP /DE/ | 1.3M | $99.7M | -9.8% | 0.746% | 0.01% |
| 21 | MILLENNIUM MANAGEMENT LLC | 1.2M | $92.6M | +122.1% | 0.693% | 0.03% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 1.1M | $83.5M | +48.2% | 0.625% | 0.03% |
| 23 | GOLDMAN SACHS GROUP INC | 956K | $73.8M | +16.5% | 0.552% | 0.01% |
| 24 | Polar Capital Holdings Plc | 936K | $72.2M | — | 0.540% | 0.17% |
| 25 | RAYMOND JAMES FINANCIAL INC | 900K | $69.5M | -2.1% | 0.520% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SOLV — a direct measure of their conviction.
| 65.97% |
| +1.64 pp |
| $8.27B |
| +18% |
| Q4 2024 | 899 | +0.8% | 64.33% | +3.12 pp | $7.02B | 0.1% |
| Q3 2024 | 892 | — | 61.21% | — | $7.03B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
107 institutions opened new positions in SOLV during Q2 2026, while 108 fully exited. 617 added to existing positions and 124 trimmed.
SOLV institutional ownership fell by 1.02 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 59.2% of all reported 13F value in SOLV, and the top 25 account for 76.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.