Siemens Energy AG Spon Ads (SMERY) institutional ownership
SIEMENS ENERGY AG SPON ADS · 13F, 2026Q2
| Managers holding | 21 |
|---|---|
| Shares held | 597,287 |
| Reported value | $22.8m |
| Quarter flows | 8 new, 13 added, 0 trimmed, 5 exited |
Top 21 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| ZEVIN ASSET MANAGEMENT LLC | 170,974 | $6.5m | 0.9% |
| Telligent Fund, LP | 75,000 | $2.9m | 2.1% |
| RHUMBLINE ADVISERS | 72,646 | $2.8m | 0.0% |
| Pinnacle Wealth Management Advisory Group, LLC | 61,985 | $2.4m | 0.1% |
| L & S Advisors Inc | 59,440 | $2.3m | 0.2% |
| SCOPUS ASSET MANAGEMENT, L.P. | 50,000 | $1.9m | 0.0% |
| GAMMA Investing LLC | 29,209 | $1.1m | 0.0% |
| Myriad Asset Management US LP | 27,795 | $1.1m | 1.5% |
| Bank of Marin | 11,885 | $450,584 | 0.3% |
| Cascades Capital Asset Management, LLC | 10,000 | $381,400 | 0.1% |
| PNC Financial Services Group, Inc. | 8,170 | $311,604 | 0.0% |
| Wealthspire Advisors, LLC | 6,545 | $249,626 | 0.0% |
| DIVERSIFIED TRUST CO | 5,865 | $222,353 | 0.0% |
| Salomon & Ludwin, LLC | 2,490 | $91,732 | 0.0% |
| Financial Gravity Companies, Inc. | 1,520 | $57,973 | 0.0% |
| Ancora Advisors LLC | 1,400 | $53,396 | 0.0% |
| First Command Advisory Services, Inc. | 1,298 | $49,506 | 0.0% |
| IMA Advisory Services, Inc. | 455 | $17,354 | 0.0% |
| COMPASS FINANCIAL MANAGEMENT LLC | 340 | $12,968 | 0.0% |
| TRUST CO OF VERMONT | 165 | $6,255 | 0.0% |
| Gleason Group, Inc. | 105 | $3,981 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SMERY"). SMERY price history · All 13F data