SOLUNA HOLDINGS INC (SLNH)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
97
Reporting holders
$68.0M
Reported value
18.0%
Of shares outstanding
0.0%
Held as options
+55
Holder change
Institutions report 43,955,394 shares against 244,590,575 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | $14.0M | 3,889,529 | 0.00% | 9q | +44.8%+$4.3M |
| BlackRock, Inc. | $11.2M | 8,330,254 | 0.00% | 8q | +961.2%+$10.2M |
| Nuveen, LLC | $7.5M | 5,577,158 | 0.00% | new | NEW |
| Vident Advisory, LLC | $7.1M | 5,227,200 | 0.05% | 3q | +7771.9%+$7.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.3M | 4,661,391 | 0.00% | 2q | +643.6%+$5.4M |
| J. Goldman & Co LP | $3.2M | 2,384,409 | 0.08% | new | NEW |
| STATE STREET CORP | $2.5M | 1,824,507 | 0.00% | 8q | +523.4%+$2.1M |
| MARSHALL WACE, LLP | $2.3M | 1,695,300 | 0.00% | 3q | +188.8%+$1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.4M | 1,029,709 | 0.00% | 3q | +29.3%+$314.6K |
| UBS Group AG | $1.3M | 999,446 | 0.00% | 11q | +12.3%+$147.3K |
| Alpine Fox Capital LLC | $1.0M | 750,882 | 0.48% | new | NEW |
| NORTHERN TRUST CORP | $996.2K | 737,906 | 0.00% | 7q | +617.0%+$857.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $956.2K | 708,284 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $709.4K | 525,459 | 0.00% | 2q | +79.0%+$313.0K |
| RENAISSANCE TECHNOLOGIES LLC | $611.0K | 452,600 | 0.00% | 3q | -45.8%-$516.6K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $581.5K | 430,738 | 0.31% | new | NEW |
| Yorkville Advisors Global, LP | $453.6K | 335,976 | 0.53% | 2q | HELD |
| Bank of New York Mellon Corp | $353.1K | 261,551 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $345.1K | 255,611 | 0.00% | new | NEW |
| Sixth Street Partners Management Company, L.P. | $345.1K | 255,611 | 0.00% | new | NEW |
| SCOGGIN MANAGEMENT LP | $337.5K | 250,000 | 0.04% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $330.4K | 244,725 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $297.9K | 220,696 | 0.00% | new | NEW |
| PEAK6 LLC | $195.8K | 145,000 | 0.00% | new | NEW |
| XTX Topco Ltd | $192.4K | 142,521 | 0.00% | 4q | +64.4%+$75.4K |
| MORGAN STANLEY | $185.7K | 137,558 | 0.00% | 11q | +3645.1%+$180.7K |
| LPL Financial LLC | $177.2K | 131,242 | 0.00% | 4q | +636.0%+$153.1K |
| BANK OF AMERICA CORP /DE/ | $166.2K | 123,107 | 0.00% | 9q | +497.0%+$138.4K |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $154.7K | 114,568 | 0.02% | 3q | -67.3%-$317.8K |
| GOLDMAN SACHS GROUP INC | $146.7K | 108,692 | 0.00% | 3q | -22.4%-$42.4K |
| DEUTSCHE BANK AG\ | $138.1K | 102,302 | 0.00% | new | NEW |
| Invesco Ltd. | $138.0K | 102,217 | 0.00% | 2q | -12.6%-$19.9K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $135.0K | 100,000 | 0.00% | new | NEW |
| RFG Advisory, LLC | $135.0K | 100,000 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $118.5K | 87,810 | 0.00% | new | NEW |
| Scientech Research LLC | $116.2K | 86,094 | 0.09% | new | NEW |
| Activest Wealth Management | $112.0K | 83,000 | 0.02% | new | NEW |
| RHUMBLINE ADVISERS | $105.6K | 78,235 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $99.6K | 73,750 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $93.8K | 69,500 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $89.0K | 65,960 | 0.00% | 7q | +498.2%+$74.2K |
| J.W. COLE ADVISORS, INC. | $86.2K | 63,850 | 0.00% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $85.9K | 63,600 | 0.00% | new | NEW |
| State of Wyoming | $66.4K | 49,205 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $65.4K | 46,699 | 0.00% | 2q | -32.2%-$31.0K |
| CITIGROUP INC | $65.1K | 48,257 | 0.00% | 4q | +292.1%+$48.5K |
| BARCLAYS PLC | $59.6K | 44,157 | 0.00% | new | NEW |
| Lauer Wealth, LLC | $56.0K | 50,000 | 0.03% | new | NEW |
| Proficio Capital Partners LLC | $50.0K | 37,000 | 0.00% | 3q | HELD |
| MATAURO, LLC | $48.3K | 35,755 | 0.01% | 3q | +6.2%+$2.8K |
| Meramec Financial Planners, LLC | $47.6K | 38,659 | 0.02% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $46.2K | 34,229 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $44.1K | 32,699 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $42.0K | 31,079 | 0.00% | new | NEW |
| Kovack Advisors, Inc. | $37.8K | 30,000 | 0.00% | new | NEW |
| INTECH INVESTMENT MANAGEMENT LLC | $37.0K | 27,437 | 0.00% | new | NEW |
| SCS Capital Management LLC | $36.5K | 27,000 | 0.00% | new | NEW |
| Merit Financial Group, LLC | $35.9K | 26,598 | 0.00% | new | NEW |
| Arcadia Wealth Management, Inc. | $32.8K | 24,300 | 0.02% | 7q | HELD |
| Azora Capital LP | $32.3K | 23,934 | 0.00% | 4q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $32.2K | 23,834 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29.4K | 21,743 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $25.5K | 18,880 | 0.00% | new | NEW |
| AVAII WEALTH MANAGEMENT, LLC | $24.7K | 18,290 | 0.01% | new | NEW |
| Ground Swell Capital, LLC | $24.1K | 17,874 | 0.03% | new | NEW |
| Vanguard Global Advisers, LLC | $22.3K | 16,527 | 0.00% | 2q | -52.1%-$24.2K |
| BNP PARIBAS FINANCIAL MARKETS | $21.6K | 16,021 | 0.00% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $21.4K | 15,820 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $20.2K | 15,000 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.4K | 15,410 | 0.00% | new | NEW |
| Dynamic Technology Lab Private Ltd | $19.0K | 14,269 | 0.00% | new | NEW |
| ProShare Advisors LLC | $18.5K | 13,728 | 0.00% | new | NEW |
| Blueshift Asset Management, LLC | $17.7K | 13,140 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $17.5K | 12,936 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $16.8K | 12,439 | 0.00% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $16.0K | 11,870 | 0.00% | new | NEW |
| SEI INVESTMENTS CO | $15.3K | 11,307 | 0.00% | new | NEW |
| Legal & General Group Plc | $13.7K | 10,166 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $12.8K | 9,516 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $11.3K | 8,385 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $6.0K | 4,346 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $5.8K | 4,260 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $4.2K | 3,094 | 0.00% | 6q | +106.3%+$2.2K |
| Sterling Capital Management LLC | $2.9K | 2,113 | 0.00% | new | NEW |
| IFP Advisors, Inc | $2.7K | 2,000 | 0.00% | new | NEW |
| Bay Harbor Wealth Management, LLC | $2.6K | 1,954 | 0.00% | new | NEW |
| Allworth Financial LP | $2.2K | 1,600 | 0.00% | 4q | HELD |
| Global Retirement Partners, LLC | $1.4K | 1,000 | 0.00% | new | NEW |
| FMR LLC | $1.1K | 819 | 0.00% | new | NEW |
| UMB Bank, n.a. | $675 | 500 | 0.00% | new | NEW |
| Asset Dedication, LLC | $675 | 500 | 0.00% | 2q | +150.0% |
| Game Plan Financial Advisors, LLC | $608 | 450 | 0.00% | new | NEW |
| Virtu Financial LLC | $491 | 363,683 | 0.02% | new | NEW |
| Rialto Wealth Management, LLC | $482 | 357 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $223 | 166 | 0.00% | 11q | +0.6% |
| GSA CAPITAL PARTNERS LLP | $188 | 139,566 | 0.01% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $117 | 85,983 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $82 | 61 | 0.00% | new | NEW |
| Graney & King, LLC | $57 | 42 | 0.00% | 7q | HELD |
| SG Americas Securities, LLC | $33 | 24,350 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-05 | 13G | BUGBEE ROBERT L INDIVIDUAL | 9.8% |
| 2026-07-30 | 13G | BlackRock, Inc. | 5.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 97 | $68.0M | 43,955,394 | 63 | 20 | 6 | 0.0% |
| Q1 2026 | 42 | $7.3M | 10,216,502 | 7 | 15 | 9 | 0.0% |
| Q4 2025 | 43 | $14.4M | 12,334,499 | 20 | 15 | 4 | 0.0% |
| Q3 2025 | 30 | $6.6M | 2,798,597 | 16 | 9 | 3 | 0.0% |
| Q2 2025 | 18 | $292.3K | 507,443 | 5 | 2 | 2 | 0.0% |
| Q1 2025 | 17 | $387.6K | 606,841 | 4 | 3 | 2 | 0.0% |
| Q4 2024 | 23 | $832.7K | 396,525 | 2 | 3 | 5 | 0.0% |
| Q3 2024 | 20 | $1.0M | 329,974 | 8 | 2 | 2 | 0.0% |
| Q2 2024 | 13 | $401.8K | 65,985 | 4 | 1 | 2 | 0.0% |
| Q1 2024 | 12 | $192.3K | 66,779 | 1 | 5 | 1 | 0.0% |
| Q4 2023 | 11 | $247.1K | 61,774 | 11 | 0 | 0 | 0.0% |
| Q3 2023 | 16 | $148.3K | 707,702 | 4 | 4 | 3 | 0.0% |
| Q2 2023 | 15 | $174.0K | 853,136 | 2 | 2 | 2 | 0.0% |
| Q1 2023 | 15 | $173.1K | 637,477 | 3 | 3 | 5 | 0.0% |
| Q4 2022 | 16 | $165.5K | 607,802 | 5 | 6 | 1 | 3.8% |
| Q3 2022 | 21 | $1.8M | 951,158 | 2 | 4 | 7 | 6.5% |
| Q2 2022 | 23 | $4.6M | 867,135 | 4 | 8 | 4 | 21.5% |
| Q1 2022 | 27 | $13.3M | 975,204 | 10 | 6 | 5 | 19.5% |
| Q4 2021 | 20 | $10.2M | 834,932 | 10 | 6 | 2 | 12.4% |
| Q3 2021 | 14 | $5.6M | 703,353 | 4 | 5 | 2 | 0.0% |
| Q2 2021 | 11 | $4.1M | 546,174 | 11 | 0 | 0 | 0.0% |