Filing Research | SOLV - Solventum Corp Institutional Holdings

Snapshot holdings

50 / 213 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	379.4KSH	$29.3M
2	TERRIL BROTHERS, INC.	Shares	346.2KSH	$26.7M
3	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	125.4KSH	$9.7M
4	Mayar Capital Ltd.	Shares	99.2KSH	$7.7M
5	BFSG, LLC	Shares	87.2KSH	$6.7M
6	Y-Intercept (Hong Kong) Ltd	Shares	79.1KSH	$6.1M
7	Police & Firemen's Retirement System of New Jersey	Shares	66.6KSH	$5.1M
8	INVESTMENT HOUSE LLC	Shares	54.5KSH	$3.6M
9	Czech National Bank	Shares	41.9KSH	$3.2M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	39.4KSH	$3.0M
11	Mirae Asset Global Investments Co., Ltd.	Shares	33.0KSH	$2.5M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	32.5KSH	$2.5M
13	Munich Reinsurance Co Stock Corp in Munich	Shares	31.9KSH	$2.5M
14	Sequoia Financial Advisors, LLC	Shares	21.7KSH	$1.7M
15	GATEWAY INVESTMENT ADVISERS LLC	Shares	17.9KSH	$1.4M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	16.4KSH	$1.3M
17	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	11.1KSH	$859.1K
18	Farther Finance Advisors, LLC	Shares	10.9KSH	$842.2K
19	Englebert Financial Advisers, LLC	Shares	9.9KSH	$760.5K
20	Focus Financial Network, Inc.	Shares	9.1KSH	$701.3K
21	Cohen Capital Management, Inc.	Shares	8.8KSH	$680.5K
22	EQUITABLE TRUST CO	Shares	8.7KSH	$670.9K
23	Accredited Investors Inc.	Shares	8.6KSH	$660.6K
24	Uncommon Cents Investing LLC	Shares	8.4KSH	$646.7K
25	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	8.3KSH	$642.4K
26	HARTFORD INVESTMENT MANAGEMENT CO	Shares	8.1KSH	$627.2K
27	NEW WAVE WEALTH ADVISORS LLC	Shares	8.0KSH	$617.7K
28	MIZUHO SECURITIES USA LLC	Shares	8.9KSH	$582.0K
29	Louisiana State Employees Retirement System	Shares	7.5KSH	$578.6K
30	Pine Valley Investments Ltd Liability Co	Shares	7.3KSH	$563.2K
31	Mirador Capital Partners LP	Shares	7.1KSH	$546.1K
32	GAMMA Investing LLC	Shares	7.0KSH	$541.0K
33	Radnor Capital Management, LLC	Shares	7.0KSH	$537.2K
34	SBI Securities Co., Ltd.	Shares	6.7KSH	$518.8K
35	Blue Trust, Inc.	Shares	6.6KSH	$507.5K
36	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.5KSH	$504.5K
37	Hickory Point Bank & Trust	Shares	6.3KSH	$489.9K
38	Crossmark Global Holdings, Inc.	Shares	6.3KSH	$483.7K
39	D.A. DAVIDSON & CO.	Shares	6.3KSH	$482.3K
40	Cohen Klingenstein LLC	Shares	6.2KSH	$477.9K
41	SALEM INVESTMENT COUNSELORS INC	Shares	5.8KSH	$445.1K
42	AdvisorNet Financial, Inc	Shares	5.8KSH	$443.7K
43	First Bank & Trust	Shares	5.7KSH	$442.9K
44	JOHNSON INVESTMENT COUNSEL INC	Shares	5.7KSH	$439.0K
45	Canvas Wealth Advisors, LLC	Shares	5.6KSH	$434.2K
46	Great Waters Wealth Management	Shares	5.6KSH	$429.6K
47	Leverty Financial Group, LLC	Shares	5.3KSH	$410.3K
48	Merit Financial Group, LLC	Shares	5.1KSH	$395.1K
49	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	4.5KSH	$348.0K
50	HALL LAURIE J TRUSTEE	Shares	4.5KSH	$343.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 241 loaded

#		Instrument
1	BFSG, LLC new	Shares	+87.2K	+$6.7M	$6.7M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+57.8K	+$4.7M	$6.1M
3	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-4.3K	+$4.2M	$29.3M
4	TERRIL BROTHERS, INC. added	Shares	+980	+$4.2M	$26.7M
5	Police & Firemen's Retirement System of New Jersey added	Shares	+44.3K	+$3.7M	$5.1M
6	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+186	+$1.5M	$9.7M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.8K	+$1.1M	$3.0M
8	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+8.6K	+$773.1K	$1.4M
9	Mayar Capital Ltd. trimmed	Shares	-7.4K	+$692.2K	$7.7M
10	NEW WAVE WEALTH ADVISORS LLC new	Shares	+8.0K	+$617.7K	$617.7K
11	Czech National Bank added	Shares	+1.7K	+$610.5K	$3.2M
12	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.5K	+$554.5K	$2.5M
13	Sequoia Financial Advisors, LLC added	Shares	+3.4K	+$479.6K	$1.7M
14	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+3.3K	+$294.6K	$504.5K
15	Farther Finance Advisors, LLC added	Shares	+2.3K	+$286.8K	$842.2K
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.8K	+$265.7K	$2.5M
17	GAMMA Investing LLC added	Shares	+2.7K	+$260.2K	$541.0K
18	Wealth Architects, LLC new	Shares	+3.0K	+$231.8K	$231.8K
19	EQUITABLE TRUST CO added	Shares	+1.9K	+$228.6K	$670.9K
20	Palisade Asset Management, LLC new	Shares	+2.9K	+$220.2K	$220.2K
21	RIA Advisory Group LLC new	Shares	+2.8K	+$216.3K	$216.3K
22	Capital Management Associates, Inc new	Shares	+2.7K	+$209.3K	$209.3K
23	AdvisorNet Financial, Inc added	Shares	+1.8K	+$183.3K	$443.7K
24	Merit Financial Group, LLC added	Shares	+1.6K	+$163.8K	$395.1K
25	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+877	+$155.9K	$642.4K
26	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-675	+$149.9K	$1.3M
27	WASHINGTON CAPITAL MANAGEMENT, INC unchanged	Shares	0	+$131.9K	$859.1K
28	Focus Financial Network, Inc. added	Shares	+299	+$127.2K	$701.3K
29	Englebert Financial Advisers, LLC added	Shares	+68	+$121.2K	$760.5K
30	Accredited Investors Inc. added	Shares	+203	+$114.7K	$660.6K
31	First Bank & Trust added	Shares	+509	+$101.3K	$442.9K
32	Uncommon Cents Investing LLC trimmed	Shares	-119	+$91.6K	$646.7K
33	Crossmark Global Holdings, Inc. added	Shares	+244	+$90.2K	$483.7K
34	Louisiana State Employees Retirement System unchanged	Shares	0	+$88.9K	$578.6K
35	D.A. DAVIDSON & CO. added	Shares	+221	+$88.5K	$482.3K
36	Apollon Wealth Management, LLC added	Shares	+589	+$87.9K	$321.7K
37	Pine Valley Investments Ltd Liability Co trimmed	Shares	-16	+$85.5K	$563.2K
38	Cohen Capital Management, Inc. trimmed	Shares	-325	+$83.3K	$680.5K
39	Leverty Financial Group, LLC added	Shares	+274	+$80.9K	$410.3K
40	Mirador Capital Partners LP trimmed	Shares	-126	+$75.7K	$546.1K
41	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-317	+$75.6K	$627.2K
42	Cohen Klingenstein LLC unchanged	Shares	0	+$73.4K	$477.9K
43	SIGNATUREFD, LLC added	Shares	+840	+$71.4K	$107.7K
44	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-31	+$66.3K	$445.1K
45	Purus Wealth Management, LLC added	Shares	+290	+$63.6K	$290.5K
46	Great Waters Wealth Management trimmed	Shares	-53	+$62.5K	$429.6K
47	SBI Securities Co., Ltd. trimmed	Shares	-292	+$60.6K	$518.8K
48	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-100	+$55.3K	$313.9K
49	Blue Trust, Inc. trimmed	Shares	-359	+$54.5K	$507.5K
50	Versant Capital Management, Inc added	Shares	+585	+$54.1K	$103.6K

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