SOLV Energy, Inc. (MWH) — Institutional Holders, Q2 2026
178 institutional investment managers reported a MWH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MWH in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- FRED ALGER MANAGEMENTNew · +2,272,871 sh+$77.4M
- BlackRockAdded · +2,126,024 sh+$72.4M
- Robeco Schweiz AGAdded · +1,636,501 sh+$55.7M
- DRIEHAUS CAPITAL MANAGEMENTAdded · +1,107,548 sh+$37.7M
- JPMORGAN CHASENew · +923,813 sh+$31.5M
Biggest sellers
- AMERICAN SECURITIESTrimmed · -8,853,170 sh-$301.5M
- Point72 Asset Management, L.P.Trimmed · -1,385,715 sh-$47.2M
- Encompass Capital AdvisorsSold out · -1,000,400 sh-$34.1M
- CIBC Bancorp USASold out · -404,000 sh-$13.8M
- Schonfeld Strategic AdvisorsSold out · -393,792 sh-$13.4M
MWH 13F holders ranked 1–100 of 178
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | AMERICAN SECURITIES#1 · 82,920,401 sh | 82,920,401 | $2.8B | 75.21% | -9.6% |
| 2 | BlackRock#2 · 2,772,967 sh | 2,772,967 | $94.4M | <0.01% | +328.6% |
| 3 | Robeco Schweiz AG#3 · 2,641,405 sh | 2,641,405 | $89.9M | — | +162.9% |
| 4 | DRIEHAUS CAPITAL MANAGEMENT#4 · 2,378,054 sh | 2,378,054 | $81.0M | 0.47% | +87.2% |
| 5 | FRED ALGER MANAGEMENT#5 · 2,272,871 sh | 2,272,871 | $77.4M | 0.26% | New |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 1,617,598 sh | 1,617,598 | $55.1M | <0.01% | +67.2% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT#7 · 1,520,337 sh | 1,520,337 | $51.8M | <0.01% | +82.1% |
| 8 | BALYASNY ASSET MANAGEMENT L.P.#8 · 1,472,078 sh | 1,472,078 | $50.1M | 0.06% | +146.5% |
| 9 | Handelsbanken Fonder AB#9 · 1,299,329 sh | 1,299,329 | $44.2M | 0.13% | +18.2% |
| 10 | JENNISON ASSOCIATES#10 · 1,168,757 sh | 1,168,757 | $39.8M | 0.02% | +35.1% |
| 11 | TWO SIGMA INVESTMENTS#11 · 1,035,722 sh | 1,035,722 | $35.3M | 0.03% | +306.3% |
| 12 | BNP Paribas Asset Management Holding S.A.#12 · 996,354 sh | 996,354 | $33.9M | 0.03% | +162.2% |
| 13 | JPMORGAN CHASE#13 · 923,813 sh | 923,813 | $32.7M | <0.01% | New |
| 14 | Aventail Capital Group#14 · 853,960 sh | 853,960 | $29.1M | 1.67% | +73.2% |
| 15 | SCOPUS ASSET MANAGEMENT, L.P.#15 · 801,011 sh | 801,011 | $27.3M | 0.38% | +48.6% |
| 16 | UBS Group AG#16 · 767,550 sh | 767,550 | $26.1M | <0.01% | +169.5% |
| 17 | Yaupon Capital Management#17 · 750,000 sh | 750,000 | $25.5M | 0.50% | +3.4% |
| 18 | Electron Capital Partners#18 · 749,386 sh | 749,386 | $25.5M | 1.02% | +3.9% |
| 19 | GEODE CAPITAL MANAGEMENT#19 · 737,119 sh | 737,119 | $25.1M | <0.01% | +127.1% |
| 20 | FRANKLIN RESOURCES#20 · 715,343 sh | 715,343 | $24.4M | <0.01% | +23.0% |
| 21 | MILLENNIUM MANAGEMENT#21 · 695,527 sh | 695,527 | $23.7M | <0.01% | -36.1% |
| 22 | TimesSquare Capital Management#22 · 654,248 sh | 654,248 | $22.3M | 0.33% | 0.0% |
| 23 | Point72 Asset Management, L.P.#23 · 590,476 sh | 590,476 | $20.1M | 0.02% | -70.1% |
| 24 | Wealth High Governance Asset Management Ltda.#24 · 579,148 sh | 579,148 | $19.7M | 2.10% | New |
| 25 | DEUTSCHE BANK AG\#25 · 577,183 sh | 577,183 | $19.7M | <0.01% | -23.7% |
| 26 | FEDERATED HERMES#26 · 574,500 sh | 574,500 | $19.6M | 0.03% | +37.3% |
| 27 | BANK OF AMERICA#27 · 566,274 sh | 566,274 | $19.3M | <0.01% | +1687.3% |
| 28 | RENAISSANCE TECHNOLOGIES#28 · 560,700 sh | 560,700 | $19.1M | 0.03% | New |
| 29 | Walleye Capital#29 · 553,432 sh | 553,432 | $18.8M | 0.07% | +6955.5% |
| 30 | NEUMEIER POMA INVESTMENT COUNSEL#30 · 538,040 sh | 538,040 | $18.3M | 1.25% | New |
| 31 | FMR#31 · 528,625 sh | 528,625 | $18.0M | <0.01% | New |
| 32 | CUSHING ASSET MANAGEMENT, dba NXG INVESTMENT MANAGEMENT#32 · 520,000 sh | 520,000 | $17.7M | — | +160.0% |
| 33 | LMR Partners LLP#33 · 515,991 sh | 515,991 | $17.6M | 0.07% | +171.2% |
| 34 | BNP PARIBAS FINANCIAL MARKETS#34 · 501,960 sh | 501,960 | $17.1M | <0.01% | New |
| 35 | Ghisallo Capital Management#35 · 500,000 sh | 500,000 | $17.0M | 0.33% | +150.0% |
| 36 | Pictet Asset Management Holding SA#36 · 497,283 sh | 497,283 | $16.9M | 0.02% | -13.1% |
| 37 | Hood River Capital Management#37 · 467,156 sh | 467,156 | $15.9M | 0.12% | +49.6% |
| 38 | SOROS FUND MANAGEMENT#38 · 436,664 sh | 436,664 | $14.9M | 0.18% | +210.8% |
| 39 | STATE STREET#39 · 433,875 sh | 433,875 | $14.8M | <0.01% | +350.5% |
| 40 | BW Gestao de Investimentos Ltda.#40 · 419,201 sh | 419,201 | $14.3M | 0.28% | +738.4% |
| 41 | GOLDMAN SACHS GROUP#41 · 414,667 sh | 414,667 | $14.1M | <0.01% | -37.4% |
| 42 | DISCOVERY CAPITAL MANAGEMENT, / CT#42 · 411,700 sh | 411,700 | $14.0M | 0.58% | New |
| 43 | Covalis Capital LLP#43 · 400,000 sh | 400,000 | $13.6M | 0.77% | -42.6% |
| 44 | Burkehill Global Management#44 · 400,000 sh | 400,000 | $13.6M | 0.49% | +185.7% |
| 45 | SEVEN GRAND MANAGERS#45 · 400,000 sh | 400,000 | $13.6M | 0.55% | +166.7% |
| 46 | LOS ANGELES CAPITAL MANAGEMENT#46 · 375,409 sh | 375,409 | $12.8M | 0.05% | New |
| 47 | Cinctive Capital Management#47 · 368,697 sh | 368,697 | $12.6M | 0.46% | +81.6% |
| 48 | Alyeska Investment Group, L.P.#48 · 336,651 sh | 336,651 | $11.5M | 0.03% | +180.5% |
| 49 | BROWN ADVISORY#49 · 297,196 sh | 297,196 | $10.1M | 0.02% | New |
| 50 | Ninety One UK Ltd#50 · 293,121 sh | 293,121 | $10.0M | — | New |
| 51 | RAYMOND JAMES FINANCIAL#51 · 291,099 sh | 291,099 | $9.9M | <0.01% | New |
| 52 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#52 · 285,000 sh | 285,000 | $9.7M | 0.01% | +185.0% |
| 53 | Invesco Ltd.#53 · 272,875 sh | 272,875 | $9.3M | <0.01% | +20.5% |
| 54 | COHEN & STEERS#54 · 271,018 sh | 271,018 | $9.2M | 0.01% | New |
| 55 | Hill City Capital#55 · 250,000 sh | 250,000 | $8.5M | 0.22% | 0.0% |
| 56 | D. E. Shaw#56 · 243,505 sh | 243,505 | $8.3M | <0.01% | +163.2% |
| 57 | VANGUARD FIDUCIARY#57 · 231,373 sh | 231,373 | $7.9M | <0.01% | +80.7% |
| 58 | CHARLES SCHWAB INVESTMENT MANAGEMENT#58 · 222,956 sh | 222,956 | $7.6M | <0.01% | +76.7% |
| 59 | Wealth High Governance Capital Ltda#59 · 220,852 sh | 220,852 | $7.5M | 2.25% | New |
| 60 | ExodusPoint Capital Management#60 · 213,617 sh | 213,617 | $7.3M | 0.05% | New |
| 61 | CITADEL ADVISORS#61 · 204,611 sh | 204,611 | $7.0M | <0.01% | -60.2% |
| 62 | Centiva Capital#62 · 195,503 sh | 195,503 | $6.7M | 0.06% | New |
| 63 | Universal- Beteiligungs- und Servicegesellschaft mbH#63 · 192,585 sh | 192,585 | $6.6M | 0.01% | +32.3% |
| 64 | CenterBook Partners#64 · 188,790 sh | 188,790 | $6.4M | 0.32% | New |
| 65 | Longaeva Partners L.P.#65 · 166,390 sh | 166,390 | $5.7M | 0.12% | +613.6% |
| 66 | NORTHERN#66 · 164,695 sh | 164,695 | $5.6M | <0.01% | +268.4% |
| 67 | Asset Management One , Ltd.#67 · 151,416 sh | 151,416 | $5.2M | — | +61.8% |
| 68 | SEI INVESTMENTS#68 · 145,565 sh | 145,565 | $5.0M | <0.01% | +78.2% |
| 69 | WELLINGTON MANAGEMENT GROUP LLP#69 · 142,503 sh | 142,503 | $4.9M | <0.01% | New |
| 70 | NORGES BANK#70 · 129,927 sh | 129,927 | $4.4M | <0.01% | — |
| 71 | MARSHALL WACE, LLP#71 · 120,638 sh | 120,638 | $4.1M | <0.01% | -65.4% |
| 72 | XTX Topco Ltd#72 · 119,504 sh | 119,504 | $4.1M | 0.05% | New |
| 73 | Squarepoint Ops#73 · 118,555 sh | 118,555 | $4.0M | <0.01% | +1533.2% |
| 74 | TUDOR INVESTMENT ET AL#74 · 113,824 sh | 113,824 | $3.9M | <0.01% | +29.6% |
| 75 | AMERIPRISE FINANCIAL#75 · 109,682 sh | 109,682 | $3.7M | <0.01% | +196.3% |
| 76 | Bank of New York Mellon#76 · 98,660 sh | 98,660 | $3.4M | <0.01% | +697.6% |
| 77 | SCHRODER INVESTMENT MANAGEMENT GROUP#77 · 94,937 sh | 94,937 | $3.4M | <0.01% | New |
| 78 | Zurcher Kantonalbank (Zurich Cantonalbank)#78 · 89,886 sh | 89,886 | $3.1M | <0.01% | New |
| 79 | Hel Ved Capital Management Ltd#79 · 87,000 sh | 87,000 | $3.0M | 0.22% | New |
| 80 | Bridgewater Associates#80 · 85,060 sh | 85,060 | $2.9M | 0.01% | -16.6% |
| 81 | MYDA Advisors#81 · 80,000 sh | 80,000 | $2.7M | 0.41% | New |
| 82 | Diameter Capital Partners#82 · 80,000 sh | 80,000 | $2.7M | 0.22% | New |
| 83 | REAVES W H#83 · 75,000 sh | 75,000 | $2.6M | 0.04% | -81.2% |
| 84 | Vennlight Capital Management#84 · 70,342 sh | 70,342 | $2.4M | 1.61% | -74.2% |
| 85 | Ninety One North America#85 · 67,995 sh | 67,995 | $2.3M | — | New |
| 86 | Potrero Capital Research#86 · 65,941 sh | 65,941 | $2.2M | 1.25% | New |
| 87 | Neuberger Berman Group#87 · 63,453 sh | 63,453 | $2.2M | <0.01% | +253.4% |
| 88 | ALPS ADVISORS#88 · 60,700 sh | 60,700 | $2.1M | <0.01% | New |
| 89 | Qube Research & Technologies Ltd#89 · 54,674 sh | 54,674 | $1.9M | <0.01% | -4.5% |
| 90 | BENJAMIN EDWARDS#90 · 52,816 sh | 52,816 | $1.8M | 0.02% | -29.0% |
| 91 | ENVESTNET ASSET MANAGEMENT#91 · 49,572 sh | 49,572 | $1.7M | <0.01% | New |
| 92 | Toroso Investments#92 · 49,206 sh | 49,206 | $1.7M | <0.01% | New |
| 93 | Swiss National Bank#93 · 47,500 sh | 47,500 | $1.6M | <0.01% | New |
| 94 | Nuveen#94 · 46,752 sh | 46,752 | $1.6M | <0.01% | New |
| 95 | Defiance ETFs#95 · 44,741 sh | 44,741 | $1.4M | 0.02% | New |
| 96 | MORGAN STANLEY#96 · 37,162 sh | 37,162 | $1.3M | <0.01% | -15.6% |
| 97 | RHUMBLINE ADVISERS#97 · 34,497 sh | 34,497 | $1.2M | <0.01% | New |
| 98 | Freestone Grove Partners#98 · 31,772 sh | 31,772 | $1.1M | <0.01% | New |
| 99 | ESSEX INVESTMENT MANAGEMENT#99 · 30,436 sh | 30,436 | $1.0M | — | +70.9% |
| 100 | READYSTATE ASSET MANAGEMENT#100 · 30,000 sh | 30,000 | $1.0M | <0.01% | +50.0% |
Funds that sold out of MWH in Q2 2026 (22)
Held MWH at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Encompass Capital Advisors1,000,400 sh | 1,000,400 | $30.0M |
| CIBC Bancorp USA404,000 sh | 404,000 | $12.1M |
| Schonfeld Strategic Advisors393,792 sh | 393,792 | $11.8M |
| ADAGE CAPITAL PARTNERS GP, L.L.C.379,183 sh | 379,183 | $11.4M |
| TEACHER RETIREMENT SYSTEM OF TEXAS250,000 sh | 250,000 | $7.5M |
| JANE STREET GROUP166,307 sh | 166,307 | $5.0M |
| Nicholas Investment Partners164,049 sh | 164,049 | $4.9M |
| Holocene Advisors147,388 sh | 147,388 | $4.4M |
| KR Capital103,573 sh | 103,573 | $3.1M |
| OCCUDO QUANTITATIVE STRATEGIES54,889 sh | 54,889 | $2.2M |
| Arosa Capital Management65,686 sh | 65,686 | $2.0M |
| Weiss Asset Management51,185 sh | 51,185 | $1.5M |
| Limestone Investment Advisors47,500 sh | 47,500 | $1.4M |
| KAYNE ANDERSON CAPITAL ADVISORS45,674 sh | 45,674 | $1.4M |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT40,000 sh | 40,000 | $1.2M |
| TEXAS PERMANENT SCHOOL FUND25,000 sh | 25,000 | $750.8K |
| ROYCE & ASSOCIATES20,005 sh | 20,005 | $600.8K |
| Quantbot Technologies16,731 sh | 16,731 | $502.4K |
| OXFORD ASSET MANAGEMENT LLP16,482 sh | 16,482 | $495.0K |
| Woodline Partners10,000 sh | 10,000 | $300.3K |
| Diametric Capital7,348 sh | 7,348 | $220.7K |
| Rialto Wealth Management20 sh | 20 | $601.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.