SOLV in the 13F filings
Solventum Corp · CUSIP 83444M101
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 7 Feb 2025
- Managers listing it
- 5
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 5 listed it in both
- Shares listed
- 12,546,347
- combined, among listed positions
- Reported value
- $829m
- combined, at the quarter end
Among the 94 comparable managers: 3 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +136,366.
Managers listing SOLV in Q4 2024
5 of 5 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Trian Fund Management LP | 8,462,819 | $559m | 14.41% | Added | +1,336,564 | 14 Feb 2025 (the filing on sec.gov) |
| Baupost Group LLC | 1,446,300 | $96m | 2.78% | Trimmed | -373,700 | 13 Feb 2025 (the filing on sec.gov) |
| AQR Capital Management LLC | 1,426,960 | $94m | 0.12% | Trimmed | -51,443 | 14 Feb 2025 (the filing on sec.gov) |
| Arrowstreet Capital LP | 1,193,361 | $79m | 0.06% | Added | +347,669 | 12 Feb 2025 (the filing on sec.gov) |
| Winton Group Ltd | 16,907 | $1.1m | 0.07% | Added | +1 | 12 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Trian Fund Management LPexisting position · 8,462,819 shares now+1,336,564
- Arrowstreet Capital LPexisting position · 1,193,361 shares now+347,669
- Winton Group Ltdexisting position · 16,907 shares now+1
Reductions
- Baupost Group LLCexisting position · 1,446,300 shares now-373,700
- AQR Capital Management LLCexisting position · 1,426,960 shares now-51,443
New positions and exits
New (0)
No new position among listed positions.
Exited (3)
- Point72 Asset Management LPwas $51m
- Capital World Investorswas $27m
- Markel Group Incwas $52k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2024 | 2 | $4.5m | 2 | 0 |
| Q2 2024 | 9 | $532m | 9 | 0 |
| Q3 2024 | 8 | $863m | 4 | 3 |
| Q4 2024 | 5 | $829m | 3 | 5 |
| Q1 2025 | 6 | $925m | 2 | 3 |
| Q2 2025 | 4 | $802m | 0 | 5 |
| Q3 2025 | 7 | $769m | 5 | 1 |
| Q4 2025 | 9 | $821m | 25 | 13 |
| Q1 2026 | 6 | $648m | 16 | 21 |
| Q2 2026 | 4 | $655m | 21 | 13 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SOLV and LLY →SOLV and JNJ →SOLV and VRTX →Choose a stock to compare with SOLV →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SOLV, latest filings →Back to the 13F Explorer →