SMERY · Siemens Energy AG/ADR

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$34.76 -0.60 (-1.70%) At close · Aug 5

Market Cap

$147.88B

4.25B

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Pick a completed quarter in the Quarter selector below to see a single quarter with position changes.

Quarter:

Holders: 18

Total Value: $4,823,906

Total Shares: 245,990

Institutional Ownership Trend

2 quarters

Showing 18 of 18

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Small Pinnacle Wealth Management Advisory Group, LLC

$2,364,107

49.01%

61,985

Mid GAMMA Investing LLC

$1,114,031

23.09%

29,209

Micro Myriad Asset Management US LP

$1,060,101

21.98%

27,795

Mid Diversified Trust Co Bank

$223,691

4.64%

5,865

Small Financial Gravity Companies, Inc.

$57,972

1.20%

1,520

Micro Gleason Group, Inc.

$4,004

0.08%

105

Mega RHUMBLINE ADVISERS

—

12,120

Mega PNC FINANCIAL SERVICES GROUP, INC.

—

1,436

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Wealth Management LLC	1,436	$0	—	Defined

Micro BESSEMER GROUP INC

—

60,862

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BESSEMER TRUST CO	667	$0	—	Defined
BESSEMER TRUST Co NATIONAL ASSOCIATION	51,866	$0	—	Defined
Bessemer Trust CO of Delaware, N.A.	7,226	$0	—	Defined
BESSEMER TRUST Co OF FLORIDA	1,103	$0	—	Defined

Mid Ancora Advisors LLC

—

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	47	$0	—	Sole

Small Salomon & Ludwin, LLC

—

323

Micro Cascades Capital Asset Management, LLC

—

1,300

Small First Command Advisory Services, Inc.

—

Micro Bank of Marin Bank

—

1,881

Small IMA Advisory Services, Inc.

—

Small L & S Advisors Inc

—

26,154

Small Financial Gravity Asset Management, Inc.

—

304

Micro Telligent Fund, LP

—

15,000

Key facts CIK 1830056 CUSIP 82621A203 13F (30d) 6 filings 6 filers Visit website Investor relations