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 Q4 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.35 B.
Top institutional holders include Nelson Peltz and Chris Davis.
Notably, Nelson Peltz has expressed high conviction in this stock, allocating 16.38% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $161.38 M net inflow during the quarter.
Recent activity highlights Diamond Hill Capital who increased their stake by 152.2%. Conversely, Ray Dalio reduced exposure by 75.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Solventum Corporation (SOLV)
Major holders include Nelson Peltz ($652.68 M), Chris Davis ($492.88 M), Diamond Hill Capital ($167.12 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 20.12 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $161.38 M, with 9 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited SOLV. The total reported sell value was $40.05 M.
Yes, 2 managers opened new positions in SOLV, and 7 increased their existing holdings. The total reported buy value was $201.43 M.
