SOLV ENERGY INC MWH
COM SHS CL A · Common Stock · CUSIP 78475V103
- SectorIndustrials
- IndustryHeavy Construction Other Than Bldg Const - Contractors
- HeadquartersSan Diego, CA
- 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 ($599.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $34.06.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2026 | 112 |
| Q2 2026 | 178 |
Biggest buyers
| FRED ALGER MANAGEMENT, LLC | New | +2.3m |
| BlackRock, Inc. | Added | +2.1m |
| Robeco Schweiz AG | Added | +1.6m |
| Driehaus Capital Management LLC | Added | +1.1m |
| JPMORGAN CHASE & CO | New | +923.8k |
| Balyasny Asset Management L.P. | Added | +874.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +780.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +685.5k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +650.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +616.4k |
Biggest sellers
| AMERICAN SECURITIES LLC | Reduced | -8.9m |
| Point72 Asset Management, L.P. | Reduced | -1.4m |
| Encompass Capital Advisors LLC | Sold out | -1.0m |
| CIBC Bancorp USA Inc. | Sold out | -404.0k |
| Schonfeld Strategic Advisors LLC | Sold out | -393.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -392.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -379.2k |
| REAVES W H & CO INC | Reduced | -325.0k |
| CITADEL ADVISORS LLC | Reduced | -310.1k |
| Covalis Capital LLP | Reduced | -297.1k |
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 |
|---|---|
| AMERICAN SECURITIES LLC 13G · exempt (held before listing) -8.7 pts · filed 2026-08-11 | 79.4% |
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.
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-19 | AMERICAN SECURITIES LLC +9 10% owner · See Notes | Sold | —7.9m shares |
| 2026-08-19 | AMERICAN SECURITIES LLC +1 10% owner · See Notes | Sold | —7.9m shares |
| 2026-08-19 | SOLV Energy Management Holdings LP 10% owner | Sold | —1.3m shares |
| 2026-06-04 | AMERICAN SECURITIES LLC +9 10% owner · See Notes | Sold | —1.2m shares |
| 2026-06-04 | AMERICAN SECURITIES LLC +1 10% owner · See Notes | Sold | —1.2m shares |
| 2026-06-01 | AMERICAN SECURITIES LLC +9 10% owner · See Notes | Sold | —7.7m shares |
| 2026-06-01 | AMERICAN SECURITIES LLC +1 10% owner · See Notes | Sold | —7.7m 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 |
|---|---|---|
| AMERICAN SECURITIES LLC 75.21% of their portfolio | 82.9m $2.8bn | Reduced -8.9m |
| BlackRock, Inc. 0.00% of their portfolio | 2.8m $94.4m | Added +2.1m |
| Robeco Schweiz AG 1.44% of their portfolio | 2.6m $89.9m | Added +1.6m |
| Driehaus Capital Management LLC 0.47% of their portfolio | 2.4m $81.0m | Added +1.1m |
| FRED ALGER MANAGEMENT, LLC 0.26% of their portfolio | 2.3m $77.4m | New |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.6m $55.1m | Added +650.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.5m $51.8m | Added +685.5k |
| Balyasny Asset Management L.P. 0.09% of their portfolio | 1.5m $50.1m | Added +874.9k |
| Handelsbanken Fonder AB 0.13% of their portfolio | 1.3m $44.2m | Added +199.9k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 1.2m $39.8m | Added +303.9k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 1.0m $35.3m | Added +780.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 996.4k $33.9m | Added +616.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 923.8k $32.7m | New |
| Aventail Capital Group, LP 1.67% of their portfolio | 854.0k $29.1m | Added +361.0k |
| SCOPUS ASSET MANAGEMENT, L.P. 0.64% of their portfolio | 801.0k $27.3m | Added +262.0k |
| UBS Group AG 0.00% of their portfolio | 767.5k $26.1m | Added +482.7k |
| Yaupon Capital Management LP 0.85% of their portfolio | 750.0k $25.5m | Added +25.0k |
| Electron Capital Partners, LLC 1.02% of their portfolio | 749.4k $25.5m | Added +28.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 737.1k $25.1m | Added +412.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 715.3k $24.4m | Added +133.8k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 695.5k $23.7m | Reduced -392.8k |
| TimesSquare Capital Management, LLC 0.33% of their portfolio | 654.2k $22.3m | Added +233 |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 590.5k $20.1m | Reduced -1.4m |
| Wealth High Governance Asset Management Ltda. 2.10% of their portfolio | 579.1k $19.7m | New |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 577.2k $19.7m | Reduced -179.2k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 574.5k $19.6m | Added +156.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 566.3k $19.3m | Added +534.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 560.7k $19.1m | New |
| Walleye Capital LLC 0.09% of their portfolio | 553.4k $18.8m | Added +545.6k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 1.25% of their portfolio | 538.0k $18.3m | New |
| FMR LLC 0.00% of their portfolio | 528.6k $18.0m | New |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.79% of their portfolio | 520.0k $17.7m | Added +320.0k |
| LMR Partners LLP 0.13% of their portfolio | 516.0k $17.6m | Added +325.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 502.0k $17.1m | New |
| Ghisallo Capital Management LLC 0.33% of their portfolio | 500.0k $17.0m | Added +300.0k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 497.3k $16.9m | Reduced -75.1k |
| Hood River Capital Management LLC 0.12% of their portfolio | 467.2k $15.9m | Added +154.9k |
| SOROS FUND MANAGEMENT LLC 0.20% of their portfolio | 436.7k $14.9m | Added +296.2k |
| STATE STREET CORP 0.00% of their portfolio | 433.9k $14.8m | Added +337.6k |
| BW Gestao de Investimentos Ltda. 0.34% of their portfolio | 419.2k $14.3m | Added +369.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 414.7k $14.1m | Reduced -247.8k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.58% of their portfolio | 411.7k $14.0m | New |
| Covalis Capital LLP 0.77% of their portfolio | 400.0k $13.6m | Reduced -297.1k |
| Burkehill Global Management, LP 0.49% of their portfolio | 400.0k $13.6m | Added +260.0k |
| SEVEN GRAND MANAGERS, LLC 0.55% of their portfolio | 400.0k $13.6m | Added +250.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 375.4k $12.8m | New |
| Cinctive Capital Management LP 0.50% of their portfolio | 368.7k $12.6m | Added +165.7k |
| Alyeska Investment Group, L.P. 0.03% of their portfolio | 336.7k $11.5m | Added +216.7k |
| BROWN ADVISORY INC 0.02% of their portfolio | 297.2k $10.1m | New |
| Ninety One UK Ltd 0.02% of their portfolio | 293.1k $10.0m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 291.1k $9.9m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 285.0k $9.7m | Added +185.0k |
| Invesco Ltd. 0.00% of their portfolio | 272.9k $9.3m | Added +46.5k |
| COHEN & STEERS, INC. 0.01% of their portfolio | 271.0k $9.2m | New |
| Hill City Capital, LP 0.20% of their portfolio | 250.0k $8.5m | Unchanged |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 243.5k $8.3m | Added +151.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 231.4k $7.9m | Added +103.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 223.0k $7.6m | Added +96.8k |
| Wealth High Governance Capital Ltda 2.25% of their portfolio | 220.9k $7.5m | New |
| ExodusPoint Capital Management, LP 0.07% of their portfolio | 213.6k $7.3m | Reduced -199.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 204.6k $7.0m | Reduced -310.1k |
| Centiva Capital, LP 0.22% of their portfolio | 195.5k $6.7m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 192.6k $6.6m | Added +47.0k |
| CenterBook Partners LP 0.32% of their portfolio | 188.8k $6.4m | New |
| Longaeva Partners L.P. 0.16% of their portfolio | 166.4k $5.7m | Added +143.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 164.7k $5.6m | Added +120.0k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 151.4k $5.2m | Added +57.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 145.6k $5.0m | Added +63.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 142.5k $4.9m | New |
| NORGES BANK 0.00% of their portfolio | 129.9k $4.4m | Not comparable |
| MARSHALL WACE, LLP 0.00% of their portfolio | 120.6k $4.1m | Reduced -228.5k |
| XTX Topco Ltd 0.05% of their portfolio | 119.5k $4.1m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 118.6k $4.0m | Added +111.3k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 113.8k $3.9m | Added +26.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 109.7k $3.7m | Added +72.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 98.7k $3.4m | Added +86.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 94.9k $3.4m | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 89.9k $3.1m | New |
| Hel Ved Capital Management Ltd 0.42% of their portfolio | 87.0k $3.0m | New |
| Bridgewater Associates, LP 0.01% of their portfolio | 85.1k $2.9m | Reduced -17.0k |
| MYDA Advisors LLC 0.66% of their portfolio | 80.0k $2.7m | New |
| Diameter Capital Partners LP 0.29% of their portfolio | 80.0k $2.7m | New |
| REAVES W H & CO INC 0.04% of their portfolio | 75.0k $2.6m | Reduced -325.0k |
| Vennlight Capital Management, LP 1.61% of their portfolio | 70.3k $2.4m | Reduced -202.5k |
| Ninety One North America, Inc. 0.11% of their portfolio | 68.0k $2.3m | New |
| Potrero Capital Research LLC 1.38% of their portfolio | 65.9k $2.2m | New |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 63.5k $2.2m | Added +45.5k |
| ALPS ADVISORS INC 0.01% of their portfolio | 60.7k $2.1m | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 54.7k $1.9m | Reduced -2.6k |
| BENJAMIN EDWARDS INC 0.02% of their portfolio | 52.8k $1.8m | Reduced -21.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 49.6k $1.7m | New |
| Tidal Investments LLC 0.00% of their portfolio | 49.2k $1.7m | New |
| Swiss National Bank 0.00% of their portfolio | 47.5k $1.6m | New |
| Nuveen, LLC 0.00% of their portfolio | 46.8k $1.6m | New |
| Defiance ETFs, LLC 0.02% of their portfolio | 44.7k $1.4m | New |
| MORGAN STANLEY 0.00% of their portfolio | 37.2k $1.3m | Reduced -6.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 34.5k $1.2m | New |
| Freestone Grove Partners LP 0.01% of their portfolio | 31.8k $1.1m | New |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.14% of their portfolio | 30.4k $1.0m | Added +12.6k |
| READYSTATE ASSET MANAGEMENT LP 0.04% of their portfolio | 30.0k $1.0m | Added +10.0k |