Guru Ownership Trend
Guru Analysis for Solventum Corporation (SOLV)
Solventum Corporation (SOLV), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.57 B.
Top institutional holders include Nelson Peltz and Chris Davis.
Notably, Nelson Peltz has expressed high conviction in this stock, allocating 13.93% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $18.09 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 113.8%. Conversely, Ray Dalio reduced exposure by 74.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Solventum Corporation (SOLV)
Major holders include Nelson Peltz ($537.86 M), Chris Davis ($413.37 M), Diamond Hill Capital ($158.04 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 19.92 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $18.09 M, with 6 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited SOLV. The total reported sell value was $89.58 M.
Yes, 0 managers opened new positions in SOLV, and 6 increased their existing holdings. The total reported buy value was $71.49 M.
