Follow-The-Filings

Security

SOLV

Solventum Corp. · COM SHS

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 4 exits max 13.9% (Nelson Peltz - Trian Fund...)

grid → activity →
owners 16
max % 13.9%
tracked value $2.7B
qoq A 7 R 5 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Nelson Peltz - Trian Fund Management, L.P. 2026 Q1 13.9% — 8,236,753 $538M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 1.9% Add -0.32 pp 6,330,325 $413M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.04 pp 622,833 $41M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.1% Add -0.01 pp 439,918 $29M hist
Mairs & Power Inc. 2026 Q1 0.1% Reduce -0.01 pp 72,513 $5M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 17,026,542 $1.3B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 1,861,020 $147M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 730,045 $47M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 599,078 $39M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 540,293 $35M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 156 $12M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 145,867 $10M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 55,117 $4M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 16,200 $1M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 3,378 $221 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,457 $95 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 448,181 $36M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 312,800 $25M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 160,529 $13M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 18,474 $1M hist

16 current · 4 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2024 FY2025
Revenue $8.25B $8.32B
Gross profit $4.59B $4.45B
Gross margin * 55.6% 53.5%
Net income $479M $1.56B
Net margin * 5.8% 18.7%

Balance sheet

Metric FY2024 FY2025
Total current assets $3.25B $3.86B
Total non-current assets * $11.21B $10.44B
Total assets $14.46B $14.29B
Total current liabilities $2.7B $3.14B
Total non-current liabilities * $8.8B $6.11B
Total equity $2.96B $5.05B

Cash flow

Metric FY2024 FY2025
Cash from operations $1.18B $369M
Cash from investing -$380M $2.8B
Cash from financing -$240M -$3.06B
Net change in cash $568M $116M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders