SAP SE (SAP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
36
Reporting holders
$20.5M
Reported value
0.0%
Calls
0.0%
Puts
-799
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | $3.0M | 14,453 | 0.66% | 24q | HELD |
| Cox Capital Mgt LLC | $2.2M | 10,739 | 1.25% | 32q | HELD |
| Farther Finance Advisors, LLC | $1.5M | 7,399 | 0.01% | 16q | -26.9%-$568.7K |
| GAMMA Investing LLC | $1.4M | 6,594 | 0.05% | 12q | +31.6%+$330.4K |
| Family Legacy Financial Solutions, LLC | $1.2M | 5,762 | 0.70% | 2q | HELD |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.1M | 5,491 | 0.02% | 32q | +1.3%+$14.4K |
| Versant Capital Management, Inc | $1.0M | 4,965 | 0.09% | 8q | +19.4%+$168.2K |
| Ridgewood Investments LLC | $920.2K | 4,414 | 0.34% | 3q | -33.3%-$459.1K |
| Miller Global Investments, LLC | $883.5K | 4,238 | 0.71% | 4q | +4.2%+$35.7K |
| YHB Investment Advisors, Inc. | $855.6K | 4,104 | 0.05% | 13q | -39.8%-$565.4K |
| Valeo Financial Advisors, LLC | $835.0K | 4,005 | 0.02% | 15q | +26.2%+$173.5K |
| Vann Equity Management LLC | $832.1K | 3,991 | 0.49% | 3q | -1.4%-$11.9K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $823.5K | 3,950 | 0.07% | 10q | +12.2%+$89.2K |
| Investors Research Corp | $624.4K | 2,995 | 0.11% | 5q | -1.2%-$7.3K |
| Wedmont Private Capital | $435.8K | 2,052 | 0.01% | 11q | +25.7%+$89.2K |
| Apella Capital, LLC | $383.5K | 1,825 | 0.00% | 6q | +9.9%+$34.5K |
| Rosenberg Matthew Hamilton | $342.3K | 1,642 | 0.06% | 27q | +1.9%+$6.5K |
| PARK NATIONAL CORP /OH/ | $329.8K | 1,582 | 0.01% | 8q | -5.7%-$19.8K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $274.6K | 1,317 | 0.05% | new | NEW |
| RIVERSEDGE ADVISORS, LLC | $255.8K | 1,227 | 0.03% | new | NEW |
| Avidian Wealth Enterprises, LLC | $235.0K | 1,127 | 0.01% | new | NEW |
| MOODY NATIONAL BANK TRUST DIVISION | $206.2K | 989 | 0.02% | new | NEW |
| Veery Capital, LLC | $202.6K | 972 | 0.05% | new | NEW |
| EASTERN BANK | $150.9K | 724 | 0.00% | 9q | -5.4%-$8.5K |
| Grove Bank & Trust | $126.1K | 605 | 0.01% | 16q | -3.4%-$4.4K |
| CoreCap Advisors, LLC | $36.1K | 173 | 0.00% | 9q | -12.6%-$5.2K |
| AMERICAN NATIONAL BANK & TRUST | $31.7K | 152 | 0.00% | 15q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $31.3K | 150 | 0.01% | 2q | HELD |
| GoalVest Advisory LLC | $29.8K | 143 | 0.01% | 4q | HELD |
| Aventus Investment Advisors, Inc. | $22.9K | 110 | 0.02% | 6q | HELD |
| Retirement Wealth Solutions LLC | $18.8K | 90 | 0.01% | 8q | +55.2%+$6.7K |
| Planning Strategies Inc. | $12.7K | 61 | 0.01% | 2q | +281.2%+$9.4K |
| Bullock Wealth Management Group | $5.9K | 28 | 0.00% | 11q | HELD |
| GK Wealth Management LLC | $5.2K | 25 | 0.00% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $2.9K | 14 | 0.00% | new | NEW |
| Pacifica Partners Inc. | $1.7K | 8 | 0.00% | 7q | HELD |
| CX Institutional | $4 | 17 | 0.00% | 15q | -52.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 36 | $20.5M | 98,116 | 7 | 11 | 9 | 0.0% |
| Q2 2026 | 835 | $14.3B | 85,318,375 | 99 | 344 | 242 | 7.3% |
| Q1 2026 | 854 | $15.9B | 88,633,797 | 96 | 334 | 283 | 4.5% |
| Q4 2025 | 939 | $17.7B | 70,187,766 | 102 | 309 | 317 | 3.4% |
| Q3 2025 | 940 | $20.4B | 73,649,880 | 102 | 323 | 319 | 3.5% |
| Q2 2025 | 978 | $22.8B | 72,765,130 | 152 | 327 | 309 | 2.9% |
| Q1 2025 | 894 | $20.2B | 73,072,871 | 114 | 270 | 329 | 2.9% |
| Q4 2024 | 870 | $18.2B | 70,503,889 | 103 | 281 | 266 | 4.4% |
| Q3 2024 | 797 | $16.2B | 69,350,707 | 98 | 250 | 262 | 1.9% |
| Q2 2024 | 750 | $14.6B | 70,900,313 | 84 | 277 | 218 | 2.1% |
| Q1 2024 | 714 | $14.1B | 70,804,850 | 113 | 208 | 247 | 2.2% |
| Q4 2023 | 655 | $11.1B | 69,349,046 | 90 | 208 | 186 | 3.3% |
| Q3 2023 | 590 | $8.9B | 65,647,189 | 51 | 251 | 147 | 4.1% |
| Q2 2023 | 578 | $8.5B | 59,200,863 | 77 | 174 | 194 | 4.4% |
| Q1 2023 | 536 | $8.5B | 64,694,409 | 87 | 178 | 147 | 4.1% |
| Q4 2022 | 497 | $6.4B | 59,649,803 | 77 | 153 | 151 | 3.9% |
| Q3 2022 | 451 | $5.3B | 62,114,908 | 42 | 145 | 175 | 4.9% |
| Q2 2022 | 491 | $5.9B | 60,215,089 | 57 | 192 | 134 | 3.5% |
| Q1 2022 | 511 | $6.2B | 53,813,614 | 49 | 186 | 146 | 4.7% |
| Q4 2021 | 538 | $7.1B | 48,207,867 | 47 | 187 | 143 | 4.9% |
| Q3 2021 | 530 | $7.2B | 50,404,213 | 54 | 213 | 115 | 5.1% |
| Q2 2021 | 515 | $7.6B | 51,569,258 | 54 | 197 | 136 | 4.5% |
| Q1 2021 | 507 | $6.9B | 52,845,713 | 55 | 189 | 142 | 5.3% |
| Q4 2020 | 504 | $6.5B | 47,911,684 | 54 | 153 | 173 | 3.8% |
| Q3 2020 | 544 | $8.7B | 54,836,014 | 65 | 161 | 187 | 1.5% |
| Q2 2020 | 517 | $8.0B | 56,098,211 | 65 | 156 | 176 | 1.2% |
| Q1 2020 | 494 | $6.3B | 56,199,773 | 35 | 167 | 175 | 1.8% |
| Q4 2019 | 535 | $8.0B | 58,712,642 | 49 | 159 | 154 | 1.7% |
| Q3 2019 | 493 | $6.9B | 57,865,045 | 57 | 152 | 170 | 1.7% |
| Q2 2019 | 485 | $8.4B | 60,334,161 | 73 | 167 | 148 | 2.0% |
| Q1 2019 | 466 | $6.9B | 59,586,722 | 57 | 156 | 139 | 0.8% |
| Q4 2018 | 446 | $5.8B | 57,562,432 | 4 | 7 | 10 | 0.8% |