SMERY Siemens Energy AG
Siemens Energy AG (SMERY) Institutional Ownership
What the institutions did with SMERY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ZEVIN ASSET MANAGEMENT LLC | 171.0K | 28.6% |
| Telligent Fund, LP | 75.0K | 12.6% |
| RHUMBLINE ADVISERS | 72.6K | 12.2% |
| Pinnacle Wealth Management Advisory Group, LLC | 62.0K | 10.4% |
| L & S Advisors Inc | 59.4K | 10.0% |
| SCOPUS ASSET MANAGEMENT, L.P. | 50.0K | 8.4% |
| GAMMA Investing LLC | 29.2K | 4.9% |
| Myriad Asset Management US LP | 27.8K | 4.7% |
| Bank of Marin | 11.9K | 2.0% |
| Cascades Capital Asset Management, LLC | 10.0K | 1.7% |
| PNC FINANCIAL SERVICES GROUP, INC. | 8.2K | 1.4% |
| Wealthspire Advisors, LLC | 6.5K | 1.1% |
| Diversified Trust Co | 5.9K | 1.0% |
| Salomon & Ludwin, LLC | 2.5K | 0.4% |
| Financial Gravity Companies, Inc. | 1.5K | 0.3% |
| Ancora Advisors LLC | 1.4K | 0.2% |
| First Command Advisory Services, Inc. | 1.3K | 0.2% |
| IMA Advisory Services, Inc. | 455 | 0.1% |
| COMPASS FINANCIAL MANAGEMENT LLC | 340 | 0.1% |
| TRUST CO OF VERMONT | 165 | 0.0% |
| Gleason Group, Inc. | 105 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BESSEMER GROUP INC | Sold Out | 304.3K | 0 | -304.3K |
| ZEVIN ASSET MANAGEMENT LLC | New | 0 | 171.0K | +171.0K |
| L & S Advisors Inc | Reduced | 130.8K | 59.4K | -71.3K |
| SCOPUS ASSET MANAGEMENT, L.P. | New | 0 | 50.0K | +50.0K |
| RHUMBLINE ADVISERS | Increased | 60.6K | 72.6K | +12.0K |
| Ascentis Independent Advisors | Sold Out | 11.3K | 0 | -11.3K |
| HALLSTATT ADVISORS L.P. | Sold Out | 10.6K | 0 | -10.6K |
| Wealthspire Advisors, LLC | New | 0 | 6.5K | +6.5K |
| Diversified Trust Co | New | 0 | 5.9K | +5.9K |
| GAMMA Investing LLC | Increased | 23.7K | 29.2K | +5.6K |
| Cascades Capital Asset Management, LLC | Increased | 6.5K | 10.0K | +3.5K |
| Bank of Marin | Increased | 9.4K | 11.9K | +2.5K |
| Ancora Advisors LLC | Increased | 235 | 1.4K | +1.2K |
| NBC SECURITIES, INC. | Sold Out | 1.1K | 0 | -1.1K |
| PNC FINANCIAL SERVICES GROUP, INC. | Increased | 7.2K | 8.2K | +990 |
| First Command Advisory Services, Inc. | Increased | 330 | 1.3K | +968 |
| Salomon & Ludwin, LLC | Increased | 1.6K | 2.5K | +875 |
| IMA Advisory Services, Inc. | Increased | 90 | 455 | +365 |
| Gleason Group, Inc. | New | 0 | 105 | +105 |
| Telligent Fund, LP | Increased | 75.0K | 75.0K | +0 |
| Pinnacle Wealth Management Advisory Group, LLC | Increased | 62.0K | 62.0K | +0 |
| Myriad Asset Management US LP | Increased | 27.8K | 27.8K | +0 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.