SMERY · Siemens Energy AG/ADR · Holdings
Market Cap
$139.03B
Shares
4.25B
Volume · Oct 2
413.04K
Avg daily vol (3M)
765.15K
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.
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 21
Total Value: $22,780,517
Total Shares: 597,287
Institutional Ownership Trend
2 quarters
Holder Concentration
Across 21 13F filers · Δ vs Mar 31, 2026Top Holder
28.6%
−12.8 pts
Top 5
73.7%
−12.5 pts
Top 10
95.3%
−2.2 pts
HHI
1,459
Broadly held−854
Quarterly Activity
vs Mar 31, 2026
New
8
Increased
9
Decreased
1
Sold Out
5
Unchanged
3
Holder count:
+3
Institutional value:
-8.0%
Shares held:
+306.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega RHUMBLINE ADVISERS | +12,046 | 72,646 | |
| Mid GAMMA Investing LLC | +5,559 | 29,209 | |
| Small Cascades Capital Asset Management, LLC | +3,500 | 10,000 | |
| Small Bank of Marin | +2,480 | 11,885 | |
| Mid Ancora Advisors LLC | +1,165 | 1,400 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small L & S Advisors Inc | −71,330 | 59,440 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small ZEVIN ASSET MANAGEMENT LLC | 170,974 | $6,520,948 | |
| Mid SCOPUS ASSET MANAGEMENT, L.P. | 50,000 | $1,907,000 | |
| Large Wealthspire Advisors, LLC | 6,545 | $249,626 | |
| Mid Diversified Trust Co | 5,865 | $223,691 | |
| Small Financial Gravity Companies, Inc. | 1,520 | $57,972 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large BESSEMER GROUP INC | 304,310 | $10,268,635 | |
| Micro Ascentis Independent Advisors | 11,315 | $381,812 | |
| Small HALLSTATT ADVISORS L.P. | 10,625 | $358,530 | |
| Small Financial Gravity Asset Management, Inc. | 1,520 | $51,290 | |
| Mid NBC SECURITIES, INC. | 1,060 | $35,768 |