HolderBook

SOLVENTUM CORP (SOLV)

Institutional ownership reported to the SEC as of Q3 2026, across 11 quarters.

29
Reporting holders
$5.0M
Reported value
0.0%
Calls
0.0%
Puts
-862
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Farther Finance Advisors, LLC$1.1M11,9840.01%11q+9.8%+$94.5K
GAMMA Investing LLC$858.5K9,7390.03%10q+38.9%+$240.4K
Mirador Capital Partners LP$626.3K7,1050.07%10qHELD
Hickory Point Bank & Trust$559.8K6,3500.34%7qHELD
Great Waters Wealth Management$486.5K5,5190.04%10q-0.9%-$4.3K
Leverty Financial Group, LLC$319.8K3,6270.06%4q-31.8%-$149.1K
ARMSTRONG HENRY H ASSOCIATES INC$279.9K3,1750.03%9qHELD
Legacy Wealth Asset Management, LLC$206.6K2,3440.05%newNEW
Versant Capital Management, Inc$119.1K1,3510.01%10q+0.6%
MassMutual Private Wealth & Trust, FSB$98.6K1,1190.00%10q-1.1%-$1.1K
CoreCap Advisors, LLC$87.1K9880.00%10q-1.0%
EASTERN BANK$60.1K6820.00%9q-39.0%-$38.4K
Bank & Trust Co$38.6K4380.02%10qHELD
Bangor Savings Bank$37.9K4300.00%10qHELD
ELEVATION WEALTH PARTNERS, LLC$31.8K3610.01%10qHELD
ACIMA PRIVATE WEALTH, LLC$26.4K3000.01%10qHELD
ARMSTRONG ADVISORY GROUP, INC$22.0K2500.00%10qHELD
Bullock Wealth Management Group$18.7K2130.01%11qHELD
MJT & Associates Financial Advisory Group, Inc.$16.0K1810.01%7qHELD
TOMPKINS FINANCIAL CORP$13.0K1470.00%10qHELD
Grove Bank & Trust$11.5K1300.00%10qHELD
Wealth Enhancement Trust Services, Inc.$9.1K1030.00%4q-65.3%-$17.1K
Rosenberg Matthew Hamilton$8.9K1010.00%10q-1.9%
GK Wealth Management LLC$5.9K670.00%newNEW
VALLEY WEALTH MANAGERS, INC.$4.4K500.00%10qHELD
Investors Research Corp$3.8K430.00%10q-98.2%-$204.0K
AMERICAN NATIONAL BANK & TRUST$2.2K250.00%newNEW
Planning Strategies Inc.$1.8K200.00%2q+5.3%
Westwind Capital$1.6K18,6630.39%newNEW
Trust Co$1.1K120.00%10q-40.0%
CX Institutional$2582,9250.01%7q-28.0%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202629$5.0M56,8543490.0%
Q2 2026891$10.6B136,599,5291152462620.5%
Q1 2026881$8.5B129,284,126642532570.4%
Q4 2025945$10.1B126,454,417992412840.5%
Q3 2025876$9.1B122,518,352732522531.2%
Q2 2025890$8.9B115,504,819612133361.7%
Q1 2025922$8.8B114,518,830772073461.3%
Q4 2024943$7.4B110,226,834671913741.0%
Q3 2024941$7.7B108,311,8221461694201.5%
Q2 2024907$5.7B106,000,00885826121.3%
Q1 202466$176.0M2,284,117650010.2%