Vault-13

SOLV ENERGY INC MWH

COM SHS CL A · Common Stock · CUSIP 78475V103

178 institutional holders +66 vs Q1 2026
129,822,125129.8m shares reported held*
$4.4bnreported value*
86 new 62 added 24 reduced 20 sold out net bought ≈ $351.4m (+10.3m shares)

* 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

0100200Q1 26: 112Q2 26: 178178Q1 26Q2 26
Numbers
QuarterHolders
Q1 2026112
Q2 2026178

Biggest buyers

FRED ALGER MANAGEMENT, LLC New +2,272,871+2.3m
BlackRock, Inc. Added +2,126,024+2.1m
Robeco Schweiz AG Added +1,636,501+1.6m
Driehaus Capital Management LLC Added +1,107,548+1.1m
JPMORGAN CHASE & CO New +923,813+923.8k
Balyasny Asset Management L.P. Added +874,927+874.9k
TWO SIGMA INVESTMENTS, LP Added +780,778+780.8k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +685,454+685.5k
VANGUARD CAPITAL MANAGEMENT LLC Added +650,258+650.3k
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Added +616,380+616.4k

Biggest sellers

AMERICAN SECURITIES LLC Reduced -8,853,170-8.9m
Point72 Asset Management, L.P. Reduced -1,385,715-1.4m
Encompass Capital Advisors LLC Sold out -1,000,400-1.0m
CIBC Bancorp USA Inc. Sold out -404,000-404.0k
Schonfeld Strategic Advisors LLC Sold out -393,792-393.8k
MILLENNIUM MANAGEMENT LLC Reduced -392,756-392.8k
ADAGE CAPITAL PARTNERS GP, L.L.C. Sold out -379,183-379.2k
REAVES W H & CO INC Reduced -325,000-325.0k
CITADEL ADVISORS LLC Reduced -310,076-310.1k
Covalis Capital LLP Reduced -297,110-297.1k

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.

HolderStakeChangeShares Last filed
AMERICAN SECURITIES LLC 13G · exempt (held before listing) -8.7 pts · filed 2026-08-11 79.4% -8.7 pts 157.8m≈ $5.4bn 2026-08-11

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.

DateInsiderTradeSharesPrice ValueTheir holding
2026-08-19 AMERICAN SECURITIES LLC +9 10% owner · See Notes Sold 7,939,153 — —7.9m shares -9%
2026-08-19 AMERICAN SECURITIES LLC +1 10% owner · See Notes Sold 7,939,153 — —7.9m shares -9%
2026-08-19 SOLV Energy Management Holdings LP 10% owner Sold 1,329,803 — —1.3m shares -100%
2026-06-04 AMERICAN SECURITIES LLC +9 10% owner · See Notes Sold 1,154,760 — —1.2m shares -1%
2026-06-04 AMERICAN SECURITIES LLC +1 10% owner · See Notes Sold 1,154,760 — —1.2m shares -1%
2026-06-01 AMERICAN SECURITIES LLC +9 10% owner · See Notes Sold 7,698,410 — —7.7m shares -8%
2026-06-01 AMERICAN SECURITIES LLC +1 10% owner · See Notes Sold 7,698,410 — —7.7m shares -8%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERICAN SECURITIES LLC 75.21% of their portfolio NEW YORK, NY 82,920,40182.9m $2.8bn $2.8bn 75.21% Reduced -8.9m -8,853,170
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,772,9672.8m $94.4m $94.4m 0.00% Added +2.1m +2,126,024
3 Robeco Schweiz AG 1.44% of their portfolio ZURICH, V8 2,641,4052.6m $89.9m $89.9m 1.44% Added +1.6m +1,636,501
4 Driehaus Capital Management LLC 0.47% of their portfolio Chicago, IL 2,378,0542.4m $81.0m $81.0m 0.47% Added +1.1m +1,107,548
5 FRED ALGER MANAGEMENT, LLC 0.26% of their portfolio NEW YORK, NY 2,272,8712.3m $77.4m $77.4m 0.26% New
6 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,617,5981.6m $55.1m $55.1m 0.00% Added +650.3k +650,258
7 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,520,3371.5m $51.8m $51.8m 0.00% Added +685.5k +685,454
8 Balyasny Asset Management L.P. 0.09% of their portfolio Chicago, IL 1,472,0781.5m $50.1m $50.1m 0.09% Added +874.9k +874,927
9 Handelsbanken Fonder AB 0.13% of their portfolio STOCKHOLM, V7 1,299,3291.3m $44.2m $44.2m 0.13% Added +199.9k +199,890
10 JENNISON ASSOCIATES LLC 0.02% of their portfolio NEW YORK, NY 1,168,7571.2m $39.8m $39.8m 0.02% Added +303.9k +303,934
11 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 1,035,7221.0m $35.3m $35.3m 0.03% Added +780.8k +780,778
12 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio Paris, I0 996,354996.4k $33.9m $33.9m 0.03% Added +616.4k +616,380
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 923,813923.8k $32.7m $32.7m 0.00% New
14 Aventail Capital Group, LP 1.67% of their portfolio NEW YORK, NY 853,960854.0k $29.1m $29.1m 1.67% Added +361.0k +360,980
15 SCOPUS ASSET MANAGEMENT, L.P. 0.64% of their portfolio NEW YORK, NY 801,011801.0k $27.3m $27.3m 0.64% Added +262.0k +261,966
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 767,550767.5k $26.1m $26.1m 0.00% Added +482.7k +482,693
17 Yaupon Capital Management LP 0.85% of their portfolio NEW YORK, NY 750,000750.0k $25.5m $25.5m 0.85% Added +25.0k +25,000
18 Electron Capital Partners, LLC 1.02% of their portfolio NEW YORK, NY 749,386749.4k $25.5m $25.5m 1.02% Added +28.1k +28,088
19 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 737,119737.1k $25.1m $25.1m 0.00% Added +412.5k +412,486
20 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 715,343715.3k $24.4m $24.4m 0.01% Added +133.8k +133,830
21 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 695,527695.5k $23.7m $23.7m 0.02% Reduced -392.8k -392,756
22 TimesSquare Capital Management, LLC 0.33% of their portfolio NEW YORK, NY 654,248654.2k $22.3m $22.3m 0.33% Added +233 +233
23 Point72 Asset Management, L.P. 0.03% of their portfolio STAMFORD, CT 590,476590.5k $20.1m $20.1m 0.03% Reduced -1.4m -1,385,715
24 Wealth High Governance Asset Management Ltda. 2.10% of their portfolio SAO PAULO, D5 579,148579.1k $19.7m $19.7m 2.10% New
25 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 577,183577.2k $19.7m $19.7m 0.01% Reduced -179.2k -179,207
26 FEDERATED HERMES, INC. 0.03% of their portfolio PITTSBURGH, PA 574,500574.5k $19.6m $19.6m 0.03% Added +156.2k +156,200
27 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 566,274566.3k $19.3m $19.3m 0.00% Added +534.6k +534,591
28 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 560,700560.7k $19.1m $19.1m 0.03% New
29 Walleye Capital LLC 0.09% of their portfolio NEW YORK, NY 553,432553.4k $18.8m $18.8m 0.09% Added +545.6k +545,588
30 NEUMEIER POMA INVESTMENT COUNSEL LLC 1.25% of their portfolio CARMEL, CA 538,040538.0k $18.3m $18.3m 1.25% New
31 FMR LLC 0.00% of their portfolio BOSTON, MA 528,625528.6k $18.0m $18.0m 0.00% New
32 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.79% of their portfolio DALLAS, TX 520,000520.0k $17.7m $17.7m 0.79% Added +320.0k +320,000
33 LMR Partners LLP 0.13% of their portfolio LONDON, X0 515,991516.0k $17.6m $17.6m 0.13% Added +325.7k +325,749
34 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 501,960502.0k $17.1m $17.1m 0.01% New
35 Ghisallo Capital Management LLC 0.33% of their portfolio BOSTON, MA 500,000500.0k $17.0m $17.0m 0.33% Added +300.0k +300,000
36 Pictet Asset Management Holding SA 0.02% of their portfolio CAROUGE, V8 497,283497.3k $16.9m $16.9m 0.02% Reduced -75.1k -75,143
37 Hood River Capital Management LLC 0.12% of their portfolio PALM BEACH GARDENS, FL 467,156467.2k $15.9m $15.9m 0.12% Added +154.9k +154,901
38 SOROS FUND MANAGEMENT LLC 0.20% of their portfolio NEW YORK, NY 436,664436.7k $14.9m $14.9m 0.20% Added +296.2k +296,164
39 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 433,875433.9k $14.8m $14.8m 0.00% Added +337.6k +337,575
40 BW Gestao de Investimentos Ltda. 0.34% of their portfolio SAO PAULO, D5 419,201419.2k $14.3m $14.3m 0.34% Added +369.2k +369,201
41 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 414,667414.7k $14.1m $14.1m 0.00% Reduced -247.8k -247,784
42 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.58% of their portfolio SOUTH NORWALK, CT 411,700411.7k $14.0m $14.0m 0.58% New
43 Covalis Capital LLP 0.77% of their portfolio LONDON, X0 400,000400.0k $13.6m $13.6m 0.77% Reduced -297.1k -297,110
44 Burkehill Global Management, LP 0.49% of their portfolio NEW YORK, NY 400,000400.0k $13.6m $13.6m 0.49% Added +260.0k +260,000
45 SEVEN GRAND MANAGERS, LLC 0.55% of their portfolio BRONXVILLE, NY 400,000400.0k $13.6m $13.6m 0.55% Added +250.0k +250,000
46 LOS ANGELES CAPITAL MANAGEMENT LLC 0.05% of their portfolio LOS ANGELES, CA 375,409375.4k $12.8m $12.8m 0.05% New
47 Cinctive Capital Management LP 0.50% of their portfolio New York, NY 368,697368.7k $12.6m $12.6m 0.50% Added +165.7k +165,658
48 Alyeska Investment Group, L.P. 0.03% of their portfolio CHICAGO, IL 336,651336.7k $11.5m $11.5m 0.03% Added +216.7k +216,651
49 BROWN ADVISORY INC 0.02% of their portfolio BALTIMORE, MD 297,196297.2k $10.1m $10.1m 0.02% New
50 Ninety One UK Ltd 0.02% of their portfolio London, X0 293,121293.1k $10.0m $10.0m 0.02% New
51 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 291,099291.1k $9.9m $9.9m 0.00% New
52 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio TORONTO, A6 285,000285.0k $9.7m $9.7m 0.01% Added +185.0k +185,000
53 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 272,875272.9k $9.3m $9.3m 0.00% Added +46.5k +46,465
54 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 271,018271.0k $9.2m $9.2m 0.01% New
55 Hill City Capital, LP 0.20% of their portfolio BOSTON, MA 250,000250.0k $8.5m $8.5m 0.20% Unchanged
56 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 243,505243.5k $8.3m $8.3m 0.01% Added +151.0k +150,991
57 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 231,373231.4k $7.9m $7.9m 0.00% Added +103.3k +103,297
58 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 222,956223.0k $7.6m $7.6m 0.00% Added +96.8k +96,807
59 Wealth High Governance Capital Ltda 2.25% of their portfolio SAO PAULO, D5 220,852220.9k $7.5m $7.5m 2.25% New
60 ExodusPoint Capital Management, LP 0.07% of their portfolio NEW YORK, NY 213,617213.6k $7.3m $7.3m 0.07% Reduced -199.5k -199,469
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 204,611204.6k $7.0m $7.0m 0.00% Reduced -310.1k -310,076
62 Centiva Capital, LP 0.22% of their portfolio New York, NY 195,503195.5k $6.7m $6.7m 0.22% New
63 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 192,585192.6k $6.6m $6.6m 0.01% Added +47.0k +46,974
64 CenterBook Partners LP 0.32% of their portfolio GREENWICH, CT 188,790188.8k $6.4m $6.4m 0.32% New
65 Longaeva Partners L.P. 0.16% of their portfolio Chicago, IL 166,390166.4k $5.7m $5.7m 0.16% Added +143.1k +143,073
66 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 164,695164.7k $5.6m $5.6m 0.00% Added +120.0k +119,994
67 Asset Management One Co., Ltd. 0.01% of their portfolio TOKYO, M0 151,416151.4k $5.2m $5.2m 0.01% Added +57.8k +57,827
68 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 145,565145.6k $5.0m $5.0m 0.00% Added +63.9k +63,864
69 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 142,503142.5k $4.9m $4.9m 0.00% New
70 NORGES BANK 0.00% of their portfolio OSLO, Q8 129,927129.9k $4.4m $4.4m 0.00% Not comparable
71 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 120,638120.6k $4.1m $4.1m 0.00% Reduced -228.5k -228,459
72 XTX Topco Ltd 0.05% of their portfolio LONDON, X0 119,504119.5k $4.1m $4.1m 0.05% New
73 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 118,555118.6k $4.0m $4.0m 0.01% Added +111.3k +111,296
74 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 113,824113.8k $3.9m $3.9m 0.02% Added +26.0k +25,981
75 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 109,682109.7k $3.7m $3.7m 0.00% Added +72.7k +72,660
76 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 98,66098.7k $3.4m $3.4m 0.00% Added +86.3k +86,290
77 SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio London, X0 94,93794.9k $3.4m $3.4m 0.00% New
78 Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio ZURICH, V8 89,88689.9k $3.1m $3.1m 0.01% New
79 Hel Ved Capital Management Ltd 0.42% of their portfolio CENTRAL, K3 87,00087.0k $3.0m $3.0m 0.42% New
80 Bridgewater Associates, LP 0.01% of their portfolio Westport, CT 85,06085.1k $2.9m $2.9m 0.01% Reduced -17.0k -16,985
81 MYDA Advisors LLC 0.66% of their portfolio WOODMERE, NY 80,00080.0k $2.7m $2.7m 0.66% New
82 Diameter Capital Partners LP 0.29% of their portfolio New York, NY 80,00080.0k $2.7m $2.7m 0.29% New
83 REAVES W H & CO INC 0.04% of their portfolio JERSEY CITY, NJ 75,00075.0k $2.6m $2.6m 0.04% Reduced -325.0k -325,000
84 Vennlight Capital Management, LP 1.61% of their portfolio WESTON, CT 70,34270.3k $2.4m $2.4m 1.61% Reduced -202.5k -202,476
85 Ninety One North America, Inc. 0.11% of their portfolio New York, NY 67,99568.0k $2.3m $2.3m 0.11% New
86 Potrero Capital Research LLC 1.38% of their portfolio SAN FRANCISCO, CA 65,94165.9k $2.2m $2.2m 1.38% New
87 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 63,45363.5k $2.2m $2.2m 0.00% Added +45.5k +45,498
88 ALPS ADVISORS INC 0.01% of their portfolio Denver, CO 60,70060.7k $2.1m $2.1m 0.01% New
89 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 54,67454.7k $1.9m $1.9m 0.00% Reduced -2.6k -2,552
90 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 52,81652.8k $1.8m $1.8m 0.02% Reduced -21.6k -21,567
91 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 49,57249.6k $1.7m $1.7m 0.00% New
92 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 49,20649.2k $1.7m $1.7m 0.00% New
93 Swiss National Bank 0.00% of their portfolio ZURICH, V8 47,50047.5k $1.6m $1.6m 0.00% New
94 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 46,75246.8k $1.6m $1.6m 0.00% New
95 Defiance ETFs, LLC 0.02% of their portfolio NEW YORK, NY 44,74144.7k $1.4m $1.4m 0.02% New
96 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 37,16237.2k $1.3m $1.3m 0.00% Reduced -6.9k -6,876
97 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 34,49734.5k $1.2m $1.2m 0.00% New
98 Freestone Grove Partners LP 0.01% of their portfolio San Francisco, CA 31,77231.8k $1.1m $1.1m 0.01% New
99 ESSEX INVESTMENT MANAGEMENT CO LLC 0.14% of their portfolio BOSTON, MA 30,43630.4k $1.0m $1.0m 0.14% Added +12.6k +12,628
100 READYSTATE ASSET MANAGEMENT LP 0.04% of their portfolio CHICAGO, IL 30,00030.0k $1.0m $1.0m 0.04% Added +10.0k +10,000