Solv Energy, Inc.: which funds bought and sold

Institutions that bought and sold Solv Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 148 institutions that filed 13F reports for both quarters added to or opened positions in Solv Energy, and 43 cut or closed them. Together they added a net 10.3M shares, +8.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 7.9M shares (+61.2%); index fund managers were net buyers of 4.6M shares (+144.1%). 86 opened a new position and 19 sold out entirely.

Bought, Q2 2026 148 institutions, 86 of them new holders Sold, Q2 2026 43 institutions, 19 of them sold out

Net change, all compared +10.3M shares (+8.7%)

Net change, active managers +7.9M shares (+61.2%), 40 bought, 14 sold

Buyers versus sellers

institutions compared, 194

148 bought 3 43 sold

Active managers and hedge funds 40 bought · 14 sold · +7.9M

Index fund managers 9 bought · 0 sold · +4.6M

Other institutions 99 bought · 29 sold · −2.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Fred Alger Management, LLC Active manager	+2.3M New position	2.3M	$77.4M
Blackrock, Inc. Index funds	+2.1M +328.6%	2.8M	$94.4M
Robeco Schweiz AG	+1.6M +162.9%	2.6M	$89.9M
Driehaus Capital Management LLC Active manager	+1.1M +87.2%	2.4M	$81M
Jpmorgan Chase & Co	+924K New position	924K	$32.7M
Balyasny Asset Management L.P. Hedge fund	+875K +146.5%	1.5M	$50.1M
Two Sigma Investments, LP Hedge fund	+781K +306.3%	1.0M	$35.3M
Vanguard Portfolio Management LLC Index funds	+685K +82.1%	1.5M	$51.8M
Vanguard Capital Management LLC Index funds	+650K +67.2%	1.6M	$55.1M
BNP Paribas Asset Management Holding S.A.	+616K +162.2%	996K	$33.9M
Wealth High Governance Asset Management Ltda.	+579K New position	579K	$19.7M
Renaissance Technologies LLC Hedge fund	+561K New position	561K	$19.1M
Walleye Capital LLC Hedge fund	+546K +6955.5%	553K	$18.8M
Neumeier Poma Investment Counsel LLC	+538K New position	538K	$18.3M
Bank Of America Corp	+535K +1687.3%	566K	$19.3M
FMR LLC Active manager	+529K New position	529K	$18M
BNP Paribas Financial Markets	+502K New position	502K	$17.1M
UBS Group AG	+483K +169.5%	768K	$26.1M
Geode Capital Management, LLC Index funds	+412K +127.1%	737K	$25.1M
Discovery Capital Management, LLC / Ct Hedge fund	+412K New position	412K	$14M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Fred Alger Management, LLC Active manager	+2.3M New position	2.3M	$77.4M
Driehaus Capital Management LLC Active manager	+1.1M +87.2%	2.4M	$81M
Balyasny Asset Management L.P. Hedge fund	+875K +146.5%	1.5M	$50.1M
Two Sigma Investments, LP Hedge fund	+781K +306.3%	1.0M	$35.3M
Renaissance Technologies LLC Hedge fund	+561K New position	561K	$19.1M
Walleye Capital LLC Hedge fund	+546K +6955.5%	553K	$18.8M
FMR LLC Active manager	+529K New position	529K	$18M
Discovery Capital Management, LLC / Ct Hedge fund	+412K New position	412K	$14M
Los Angeles Capital Management LLC Active manager	+375K New position	375K	$12.8M
LMR Partners LLP Hedge fund	+326K +171.2%	516K	$17.6M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
American Securities LLC	−8.9M −9.6%	82.9M	$2.8B
Point72 Asset Management, L.P. Hedge fund	−1.4M −70.1%	590K	$20.1M
Encompass Capital Advisors LLC	−1.0M Sold out	0	—
CIBC Bancorp Usa Inc.	−404K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−394K Sold out	0	—
Millennium Management LLC Hedge fund	−393K −36.1%	696K	$23.7M
Adage Capital Partners Gp, L.L.C. Hedge fund	−379K Sold out	0	—
Reaves W H & Co Inc	−325K −81.2%	75K	$2.6M
Citadel Advisors LLC Hedge fund	−310K −60.2%	205K	$7M
Covalis Capital LLP	−297K −42.6%	400K	$13.6M
Teacher Retirement System Of Texas	−250K Sold out	0	—
Goldman Sachs Group Inc	−248K −37.4%	415K	$14.1M
Marshall Wace, LLP Hedge fund	−228K −65.4%	121K	$4.1M
Vennlight Capital Management, LP	−202K −74.2%	70K	$2.4M
Exoduspoint Capital Management, LP Hedge fund	−199K −48.3%	214K	$7.3M
Deutsche Bank Ag\	−179K −23.7%	577K	$19.7M
Jane Street Group, LLC	−166K Sold out	0	—
Nicholas Investment Partners, LP	−164K Sold out	0	—
Holocene Advisors, LP Hedge fund	−147K Sold out	0	—
Kr Capital LP	−104K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Point72 Asset Management, L.P. Hedge fund	−1.4M −70.1%	590K	$20.1M
Schonfeld Strategic Advisors LLC Hedge fund	−394K Sold out	0	—
Millennium Management LLC Hedge fund	−393K −36.1%	696K	$23.7M
Adage Capital Partners Gp, L.L.C. Hedge fund	−379K Sold out	0	—
Citadel Advisors LLC Hedge fund	−310K −60.2%	205K	$7M
Marshall Wace, LLP Hedge fund	−228K −65.4%	121K	$4.1M
Exoduspoint Capital Management, LP Hedge fund	−199K −48.3%	214K	$7.3M
Holocene Advisors, LP Hedge fund	−147K Sold out	0	—
Royce & Associates LP Active manager	−20K Sold out	0	—
Bridgewater Associates, LP Hedge fund	−17K −16.6%	85K	$2.9M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Fred Alger Management, LLCActive manager	2.3M	$77.4M
Jpmorgan Chase & Co	924K	$32.7M
Wealth High Governance Asset Management Ltda.	579K	$19.7M
Renaissance Technologies LLCHedge fund	561K	$19.1M
Neumeier Poma Investment Counsel LLC	538K	$18.3M
FMR LLCActive manager	529K	$18M
BNP Paribas Financial Markets	502K	$17.1M
Discovery Capital Management, LLC / CtHedge fund	412K	$14M
Los Angeles Capital Management LLCActive manager	375K	$12.8M
Brown Advisory IncActive manager	297K	$10.1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Encompass Capital Advisors LLC	1.0M	$30M
CIBC Bancorp Usa Inc.	404K	$12.1M
Schonfeld Strategic Advisors LLCHedge fund	394K	$11.8M
Adage Capital Partners Gp, L.L.C.Hedge fund	379K	$11.4M
Teacher Retirement System Of Texas	250K	$7.5M
Jane Street Group, LLC	166K	$5M
Nicholas Investment Partners, LP	164K	$4.9M
Holocene Advisors, LPHedge fund	147K	$4.4M
Kr Capital LP	104K	$3.1M
Occudo Quantitative Strategies LP	55K	$2.2M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 178
Ten largest holders: 77.1%
Index fund managers: 6.0%
Active managers and hedge funds: 16.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	40	14	20	6	+7.9M	+61.2%
Index fund managers	9	0	1	0	+4.6M	+144.1%
Other institutions	99	29	65	13	−2.1M	−2.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Solv Energy.

Only managers that filed a holdings report for both quarters are compared (194 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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