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 Q2 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.76 B.
Top institutional holders include Nelson Peltz and Chris Davis.
Notably, Nelson Peltz has expressed high conviction in this stock, allocating 15.02% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $19.87 M net inflow during the quarter.
Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Jeremy Grantham reduced exposure by 47.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Solventum Corporation (SOLV)
Major holders include Nelson Peltz ($635.47 M), Chris Davis ($486.69 M), Diamond Hill Capital ($150.07 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 20.18 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $19.87 M, with 9 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited SOLV. The total reported sell value was $53.62 M.
Yes, 4 managers opened new positions in SOLV, and 5 increased their existing holdings. The total reported buy value was $73.49 M.
