$SEI

$65.32 +$3.10 (4.98%) Live

$SEI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 80.2M shares outstanding

Who owns SEI?

By type of holder

Institutions 88.4% Insiders 0.0% Everyone else 11.6%

Concentration Top 10 holders own 29.8%

BlackRock, Inc. 6.5% · Encompass Capital Advisors LLC 3.1%

Institutional ownership

88.4%

+7.0 pts vs last qtr

Institutional holders

431

+70 vs last qtr

Net shares bought

+5.6M

by institutions in Q2 2026

New / sold out

116 / 46

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +1.1M
Clearbridge Investments, LLC +1.0M

Biggest sellers in Q2 2026

Millennium Management LLC −2.0M
Jane Street Group, LLC −1.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$255M

2 notices from 2 people

Shares covered

4.1M

5.13% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Yorktown Energy Partners X, L.P. Affiliate $149M
KTR Management Company, LLC 10% stockholder $106M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2018

+113.2%

+113.16% a year

Each share's claim on the business

−53.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $7.56M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years37% 3–5 years5% 1–3 years30% Under 1 year29%

Quarterly turnover

22.1%

of institutional shares changed hands

Top 10 managers, median time held

4.3 years

Super Investors

Investment managers reporting SEI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	5.2M	6.49%	+1.1M (+26.2%)	≤2021	0.0%
Shares held by quarter Peak holding6.6M (Q1'25) Change over 8 quarters+2.8M Share of the company6.490% BlackRock, Inc.'s full portfolio →
EC Encompass Capital Advisors LLC	2.5M	3.14%	+769.6K (+44.0%)	2024	7.2%
Shares held by quarter Peak holding3.6M (Q1'25) Change over 8 quarters−360.5K Share of the company3.140% Encompass Capital Advisors LLC's full portfolio →

BlackRock, Inc.

5.2M

% of company

6.49%

Change vs last qtr

+1.1M (+26.2%)

Held since

≤2021

Encompass Capital Advisors LLC

2.5M

% of company

3.14%

Change vs last qtr

+769.6K (+44.0%)

Held since

2024

28 more super investors behind a free account

See every manager holding Solaris Energy Infrastructure, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SEI on Form N-PORT; together they hold 29.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$142M	1.8M	2.20%	0.01%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$110M	1.4M	1.71%	0.13%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$142M

% of company

2.20%

% of the fund

0.01%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$110M

% of company

1.71%

% of the fund

0.13%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Solaris Energy Infrastructure, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
JA John A. Johnson 5%+ holder 13D · 3.1%	2.1M	2.64%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company2.640% Disclosed stake13D · 3.1% View the 13D/G filing →
JT J Turbines, Inc. 5%+ holder 13D · 3.1%	2.1M	2.64%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company2.640% Disclosed stake13D · 3.1% View the 13D/G filing →

John A. Johnson

5%+ holder13D · 3.1%

2.1M

% of company

2.64%

Change vs last qtr

—

Held since

—

J Turbines, Inc.

5%+ holder13D · 3.1%

2.1M

% of company

2.64%

Change vs last qtr

—

Held since

—

2 more holders behind a free account

See every insider and 5%+ holder of Solaris Energy Infrastructure, Inc..

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