MWH — SOLV ENERGY INC
As of Q2 2026, 32 SEC-registered investment managers reported holding MWH (SOLV ENERGY INC) in their latest 13F filings, with a combined reported value of $497.15M across 14.58M shares. That is +63.4% by share count (+5.66M shares) versus the previous quarter, while reported value moved +85.5%. Ownership is concentrated: the five largest holders account for 48.0% of reported value and the top ten for 70.7%.
Compared with the prior quarter, 9 opened new positions, 15 added to existing stakes, 8 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MWH is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.77M | $94.42M | 0.00% | Add |
| Balyasny Asset Management history | 1.47M | $50.12M | 0.07% | Add |
| Two Sigma Investments history | 1.04M | $35.27M | 0.03% | Add |
| JPMorgan Chase & Co history | 923.81K | $32.71M | 0.00% | New |
| UBS Group AG history | 767.55K | $26.14M | 0.01% | Add |
| Geode Capital Management history | 737.12K | $25.11M | 0.00% | Add |
| Franklin Resources history | 715.34K | $24.36M | 0.01% | Add |
| Millennium Management history | 695.53K | $23.68M | 0.01% | Reduce |
| Point72 Asset Management history | 590.48K | $20.11M | 0.08% | Reduce |
| Deutsche Bank AG history | 577.18K | $19.65M | 0.01% | Reduce |
| Bank of America Corp history | 566.27K | $19.28M | 0.00% | Add |
| Renaissance Technologies history | 560.70K | $19.09M | 0.03% | New |
| Fidelity Management & Research (FMR) history | 528.62K | $18.00M | 0.00% | New |
| Soros Fund Management history | 436.66K | $14.87M | 0.22% | Add |
| Goldman Sachs Group history | 414.67K | $14.12M | 0.00% | Reduce |
| Invesco Ltd history | 272.88K | $9.29M | 0.00% | Add |
| D. E. Shaw & Co history | 243.50K | $8.29M | 0.00% | Add |
| Charles Schwab Investment Management history | 222.96K | $7.59M | 0.00% | Add |
| Citadel Advisors history | 204.61K | $6.97M | 0.01% | Reduce |
| Northern Trust Corp history | 164.69K | $5.61M | 0.00% | Add |
| Wellington Management Group history | 142.50K | $4.85M | 0.00% | New |
| Norges Bank Investment Management history | 129.93K | $4.42M | 0.00% | New |
| Marshall Wace history | 120.64K | $4.11M | 0.00% | Reduce |
| BNY Mellon history | 98.66K | $3.36M | 0.00% | Add |
| Bridgewater Associates history | 85.06K | $2.90M | 0.01% | Reduce |
| Morgan Stanley history | 37.16K | $1.27M | 0.00% | Reduce |
| Wells Fargo & Co history | 20.66K | $703.58K | 0.00% | Add |
| Legal & General Investment Management America history | 15.87K | $540.27K | 0.00% | Add |
| Manulife Financial history | 6.22K | $211.72K | 0.00% | New |
| Citigroup Inc history | 2.70K | $91.83K | 0.00% | New |
| PNC Financial Services history | 874 | $29.76K | 0.00% | New |
| T. Rowe Price Associates history | 19.07K | $650 | 0.00% | New |
Q1 2026 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Point72 Asset Management history | 1.98M | $59.35M | 0.08% | New |
| Millennium Management history | 1.09M | $32.68M | 0.01% | New |
| Deutsche Bank AG history | 756.39K | $22.71M | 0.01% | New |
| Goldman Sachs Group history | 662.45K | $19.89M | 0.00% | New |
| BlackRock Inc history | 646.94K | $19.43M | 0.00% | New |
| Balyasny Asset Management history | 597.15K | $17.93M | 0.02% | New |
| Franklin Resources history | 581.51K | $17.46M | 0.00% | New |
| Citadel Advisors history | 514.69K | $15.46M | 0.00% | New |
| Marshall Wace history | 349.10K | $10.48M | 0.01% | New |
| Geode Capital Management history | 324.63K | $9.75M | 0.00% | New |
| UBS Group AG history | 284.86K | $8.55M | 0.00% | New |
| Two Sigma Investments history | 254.94K | $7.66M | 0.01% | New |
| Invesco Ltd history | 226.41K | $6.80M | 0.00% | New |
| Soros Fund Management history | 140.50K | $4.22M | 0.05% | New |
| Charles Schwab Investment Management history | 126.15K | $3.79M | 0.00% | New |
| Bridgewater Associates history | 102.05K | $3.06M | 0.01% | New |
| D. E. Shaw & Co history | 92.51K | $2.78M | 0.00% | New |
| Northern Trust Corp history | 44.70K | $1.34M | 0.00% | New |
| Morgan Stanley history | 44.04K | $1.32M | 0.00% | New |
| Davidson Kempner Capital Management history | 40.00K | $1.20M | 0.02% | New |
| Bank of America Corp history | 31.68K | $951.44K | 0.00% | New |
| Royce & Associates history | 20.00K | $600.75K | 0.01% | New |
| BNY Mellon history | 12.37K | $371.47K | 0.00% | New |
| Legal & General Investment Management America history | 5.00K | $150.15K | 0.00% | New |
| Wells Fargo & Co history | 1.90K | $57.06K | 0.00% | New |
Q2 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Lazard Asset Management history | 3.29M | $4.40K | 0.01% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 923.81K sh · $32.71M
- Renaissance Technologies 560.70K sh · $19.09M
- Fidelity Management & Research (FMR) 528.62K sh · $18.00M
- Wellington Management Group 142.50K sh · $4.85M
- Norges Bank Investment Management 129.93K sh · $4.42M
- Manulife Financial 6.22K sh · $211.72K
- Citigroup Inc 2.70K sh · $91.83K
- PNC Financial Services 874 sh · $29.76K
- T. Rowe Price Associates 19.07K sh · $650
Fully Exited (vs previous quarter)
- Davidson Kempner Capital Management sold 40.00K sh · $1.20M
- Royce & Associates sold 20.00K sh · $600.75K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q2 2025 |
|---|---|---|---|
| BlackRock Inc | 2.77M | 646.94K | — |
| Balyasny Asset Management | 1.47M | 597.15K | — |
| Two Sigma Investments | 1.04M | 254.94K | — |
| JPMorgan Chase & Co | 923.81K | — | — |
| UBS Group AG | 767.55K | 284.86K | — |
| Geode Capital Management | 737.12K | 324.63K | — |
| Franklin Resources | 715.34K | 581.51K | — |
| Millennium Management | 695.53K | 1.09M | — |
| Point72 Asset Management | 590.48K | 1.98M | — |
| Deutsche Bank AG | 577.18K | 756.39K | — |
| Bank of America Corp | 566.27K | 31.68K | — |
| Renaissance Technologies | 560.70K | — | — |
| Fidelity Management & Research (FMR) | 528.62K | — | — |
| Soros Fund Management | 436.66K | 140.50K | — |
| Goldman Sachs Group | 414.67K | 662.45K | — |
| Invesco Ltd | 272.88K | 226.41K | — |
| D. E. Shaw & Co | 243.50K | 92.51K | — |
| Charles Schwab Investment Management | 222.96K | 126.15K | — |
| Citadel Advisors | 204.61K | 514.69K | — |
| Northern Trust Corp | 164.69K | 44.70K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details