SOLUNA HOLDINGS INC SLNH
COM NEW · Common Stock · CUSIP 583543301
- SectorFinancials
- IndustryFinance Services
- HeadquartersAlbany, NY
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 244.6m as of 2026-08-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $1.55.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 13 |
| Q1 2024 | 14 |
| Q2 2024 | 16 |
| Q3 2024 | 24 |
| Q4 2024 | 25 |
| Q1 2025 | 21 |
| Q2 2025 | 21 |
| Q3 2025 | 35 |
| Q4 2025 | 45 |
| Q1 2026 | 44 |
| Q2 2026 | 101 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 12 | 3 |
| Q4 2024 | 6 | 10 |
| Q1 2025 | 8 | 9 |
| Q2 2025 | 7 | 7 |
| Q3 2025 | 29 | 8 |
| Q4 2025 | 35 | 15 |
| Q1 2026 | 23 | 20 |
| Q2 2026 | 84 | 15 |
Biggest buyers
| BlackRock, Inc. | Added | +7.5m |
| Nuveen, LLC | New | +5.6m |
| Vident Advisory, LLC | Added | +5.2m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +4.0m |
| J. Goldman & Co LP | New | +2.4m |
| STATE STREET CORP | Added | +1.5m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.2m |
| MARSHALL WACE, LLP | Added | +1.1m |
| Alpine Fox Capital LLC | New | +750.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New | +708.3k |
Biggest sellers
| Diametric Capital, LP | Sold out | -442.9k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -382.7k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | Reduced | -235.4k |
| MGO ONE SEVEN LLC | Sold out | -121.5k |
| OMERS ADMINISTRATION Corp | Sold out | -107.1k |
| Fiduciary Alliance LLC | Sold out | -89.9k |
| HRT FINANCIAL LP | Sold out | -80.8k |
| PRELUDE CAPITAL MANAGEMENT, LLC | Sold out | -67.4k |
| TWO SIGMA SECURITIES, LLC | Sold out | -64.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -31.4k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Generate Strategic Credit Master Fund I-B, L.P. 13G · passive investor new · filed 2025-09-18 | 10.0% |
| YA II PN, Ltd. 13G · passive investor new · filed 2025-02-06 | 10.0% |
| BUGBEE ROBERT L 13G · passive investor +1.3 pts · filed 2026-08-05 | 9.8% |
Fell to 5% or below in the last year: BlackRock, Inc. (4.1%, 2026-10-27), ALPHA CAPITAL ANSTALT (1.5%, 2025-11-12)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 7 | $744.6k | $516.5k |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $5.3k | 4 | $64.3k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 4 | $15.2k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 1 | $163.0k | 5 | $8.2k | — |
| Q3 2026 | 2 | $117.0k | 4 | $51.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-23 | Thomas Jessica L. Chief Accounting Officer | Sold | $37.8k30.0k shares |
| 2026-09-03 | Phelan William P Director | Sold | $13.5k12.0k shares |
| 2026-09-01 | Belizaire John Chief Executive Officer, director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold plan | —1.0k shares |
| 2026-08-31 | Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —3.2k shares |
| 2026-08-28 | PICCHI MICHAEL Chief Financial Officer | Bought | $22.6k20.0k shares |
| 2026-08-28 | Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —5.0k shares |
| 2026-08-27 | Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —8.1k shares |
| 2026-08-26 | Belizaire John Chief Executive Officer, director | Bought | $60.0k50.0k shares |
| 2026-08-26 | Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —1.9k shares |
| 2026-08-25 | Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —5.0k shares |
| 2026-08-24 | PICCHI MICHAEL Chief Financial Officer | Bought | $11.4k10.0k shares |
| 2026-08-24 | Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —5.0k shares |
| 2026-08-21 | Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —8.8k shares |
| 2026-08-20 | PICCHI MICHAEL Chief Financial Officer | Bought | $23.0k20.0k shares |
| 2026-08-20 | Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —1.2k shares |
| 2026-08-19 | Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —5.0k shares |
| 2026-08-17 | Hirshfield Edward R Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —9.0k shares |
| 2026-06-22 | Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —3.1k shares |
| 2026-06-18 | Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —4.8k shares |
| 2026-06-17 | Phelan William P Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —10.1k shares |
| 2026-06-15 | Thomas Jessica L. Chief Accounting Officer | Sold | $8.2k4.8k shares |
| 2026-06-11 | OReilly Mary Jennifer Chief People Officer · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —1.1k shares |
| 2026-06-10 | Thomas Jessica L. Chief Accounting Officer · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —2.5k shares |
| 2026-06-10 | OReilly Mary Jennifer Chief People Officer · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —5.7k shares |
| 2026-06-08 | OReilly Mary Jennifer Chief People Officer · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —6.6k shares |
| 2026-06-01 | Belizaire John Chief Executive Officer, director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold plan | —1.0k shares |
| 2026-06-01 | Bottomley John Director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold | —1.0k shares |
| 2026-05-21 | PICCHI MICHAEL Chief Financial Officer | Bought | $163.0k100.0k shares |
| 2026-04-06 | Belizaire John Chief Executive Officer, director · 9.0% Series A Cumulative Perpetual Preferred Stock | Sold plan | —1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 8.3m $11.2m | Added +7.5m |
| Nuveen, LLC 0.00% of their portfolio | 5.6m $7.5m | New |
| Vident Advisory, LLC 0.05% of their portfolio | 5.2m $7.1m | Added +5.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.7m $6.3m | Added +4.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.9m $14.0m | Added +1.2m |
| J. Goldman & Co LP 0.11% of their portfolio | 2.4m $3.2m | New |
| STATE STREET CORP 0.00% of their portfolio | 1.8m $2.5m | Added +1.5m |
| MARSHALL WACE, LLP 0.00% of their portfolio | 1.7m $2.3m | Added +1.1m |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 1.0m $1.4m | Added +233.1k |
| UBS Group AG 0.00% of their portfolio | 999.4k $1.3m | Added +109.1k |
| Alpine Fox Capital LLC 0.59% of their portfolio | 750.9k $1.0m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 737.9k $996.2k | Added +635.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 708.3k $956.2k | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 525.5k $709.4k | Added +231.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 452.6k $611.0k | Reduced -382.7k |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 0.31% of their portfolio | 430.7k $581.5k | New |
| Virtu Financial LLC 0.02% of their portfolio | 363.7k $491.0k | New |
| Yorkville Advisors Global, LP 0.53% of their portfolio | 336.0k $453.6k | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 261.6k $353.1k | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 255.6k $345.1k | New |
| SCOGGIN MANAGEMENT LP 0.08% of their portfolio | 250.0k $337.5k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 244.7k $330.4k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 220.7k $297.9k | New |
| PEAK6 LLC 0.00% of their portfolio | 145.0k $195.8k | New |
| XTX Topco Ltd 0.00% of their portfolio | 142.5k $192.4k | Added +55.8k |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 139.6k $188.0k | New |
| MORGAN STANLEY 0.00% of their portfolio | 137.6k $185.7k | Added +133.9k |
| LPL Financial LLC 0.00% of their portfolio | 131.2k $177.2k | Added +113.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 123.1k $166.2k | Added +102.5k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 114.6k $154.7k | Reduced -235.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 108.7k $146.7k | Reduced -31.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 102.3k $138.1k | New |
| Invesco Ltd. 0.00% of their portfolio | 102.2k $138.0k | Reduced -14.7k |
| MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio | 100.0k $135.0k | New |
| RFG Advisory, LLC 0.00% of their portfolio | 100.0k $135.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 87.8k $118.5k | New |
| Scientech Research LLC 0.09% of their portfolio | 86.1k $116.2k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 86.0k $117.0k | New |
| Activest Wealth Management 0.02% of their portfolio | 83.0k $112.0k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 78.2k $105.6k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 73.8k $99.6k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 69.5k $93.8k | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 66.0k $89.0k | Added +54.9k |
| J.W. COLE ADVISORS, INC. 0.00% of their portfolio | 63.9k $86.2k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 63.6k $85.9k | New |
| Lauer Wealth, LLC 0.04% of their portfolio | 50.0k $56.0k | New |
| State of Wyoming 0.01% of their portfolio | 49.2k $66.4k | New |
| CITIGROUP INC 0.00% of their portfolio | 48.3k $65.1k | Added +36.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 46.7k $65.4k | Reduced -22.1k |
| BARCLAYS PLC 0.00% of their portfolio | 44.2k $59.6k | New |
| Meramec Financial Planners, LLC 0.02% of their portfolio | 38.7k $47.6k | Unchanged |
| Proficio Capital Partners LLC 0.00% of their portfolio | 37.0k $50.0k | Unchanged |
| MATAURO, LLC 0.01% of their portfolio | 35.8k $48.3k | Added +2.1k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 34.2k $46.2k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 32.7k $44.1k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 31.1k $42.0k | New |
| Kovack Advisors, Inc. 0.00% of their portfolio | 30.0k $37.8k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 27.4k $37.0k | New |
| SCS Capital Management LLC 0.00% of their portfolio | 27.0k $36.5k | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 24.4k $33.0k | New |
| Arcadia Wealth Management, Inc. 0.02% of their portfolio | 24.3k $32.8k | Unchanged |
| Azora Capital LP 0.00% of their portfolio | 23.9k $32.3k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 23.8k $32.2k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 21.7k $29.4k | New |
| OLD MISSION CAPITAL LLC 0.00% of their portfolio | 18.9k $25.5k | New |
| AVAII WEALTH MANAGEMENT, LLC 0.01% of their portfolio | 18.3k $24.7k | New |
| Ground Swell Capital, LLC 0.03% of their portfolio | 17.9k $24.1k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 16.5k $22.3k | Reduced -17.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 16.0k $21.6k | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 15.8k $21.4k | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 15.4k $19.4k | New |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 15.0k $20.2k | New |
| Dynamic Technology Lab Private Ltd 0.00% of their portfolio | 14.3k $19.0k | New |
| ProShare Advisors LLC 0.00% of their portfolio | 13.7k $18.5k | New |
| Merit Financial Group, LLC 0.00% of their portfolio | 13.3k $18.0k | New |
| Blueshift Asset Management, LLC 0.00% of their portfolio | 13.1k $17.7k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 12.9k $17.5k | New |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 12.4k $16.8k | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 11.9k $16.0k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 11.3k $15.3k | New |
| Legal & General Group Plc 0.00% of their portfolio | 10.2k $13.7k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 10.0k $14.0k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 9.5k $12.8k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 8.4k $11.3k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 4.3k $6.0k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 4.3k $5.8k | New |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 3.1k $4.2k | Added +1.6k |
| Sterling Capital Management LLC 0.00% of their portfolio | 2.1k $2.9k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 2.0k $2.7k | New |
| Bay Harbor Wealth Management, LLC 0.00% of their portfolio | 2.0k $2.6k | New |
| Allworth Financial LP 0.00% of their portfolio | 1.6k $2.2k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 1.0k $1.4k | First filing |
| FMR LLC 0.00% of their portfolio | 819 $1.1k | New |
| UMB Bank, n.a. 0.00% of their portfolio | 500 $675 | Not comparable |
| Asset Dedication, LLC 0.00% of their portfolio | 500 $675 | Added +300 |
| Game Plan Financial Advisors, LLC 0.00% of their portfolio | 450 $608 | New |
| Covestor Ltd 0.00% of their portfolio | 429 $1.0k | Unchanged |
| Rialto Wealth Management, LLC 0.00% of their portfolio | 357 $482 | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 166 $223 | Added +1 |
| Graney & King, LLC 0.00% of their portfolio | 42 $57 | Unchanged |