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 Q3 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.39 B.
Top institutional holders include Nelson Peltz and Chris Davis.
Notably, Nelson Peltz has expressed high conviction in this stock, allocating 15.04% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $11.32 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 351.8%. Conversely, Cliff Asness reduced exposure by 67.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 15.04% | 8,462,819 | $617.79 M | Q3 2025 | ||
| 2.10% | Add 0.5% | 5,517,611 | $402.79 M | Q3 2025 | |
| 0.40% | Reduce -1.6% | 1,776,048 | $129.65 M | Q3 2025 | |
| 0.29% | Add 16.0% | 836,106 | $61.04 M | Q3 2025 | |
| 0.10% | New Buy | 434,264 | $31.7 M | Q3 2025 | |
| 0.06% | Add 1.1% | 279,346 | $20.39 M | Q3 2025 | |
| 0.01% | Reduce -67.0% | 257,848 | $18.75 M | Q3 2025 | |
| 0.01% | Add 351.8% | 151,800 | $11.08 M | Q3 2025 | |
| 0.04% | Reduce -38.2% | 135,372 | $9.88 M | Q3 2025 | |
| 0.01% | Add 127.5% | 89,975 | $6.57 M | Q3 2025 | |
| 0.05% | Reduce -1.0% | 73,237 | $5.35 M | Q3 2025 | |
| 0.02% | New Buy | 54,686 | $3.99 M | Q3 2025 | |
| 0.01% | Add 2.0% | 12,826 | $936,298 | Q3 2025 | |
| 0.17% | Reduce -16.7% | 10,500 | $766,500 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Solventum Corporation (SOLV)
Major holders include Nelson Peltz ($617.79 M), Chris Davis ($402.79 M), HOTCHKIS & WILEY ($129.65 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 18.09 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $11.32 M, with 8 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 $47.14 M.
Yes, 2 managers opened new positions in SOLV, and 6 increased their existing holdings. The total reported buy value was $58.46 M.