SIEMENS ENERGY AG NPV ADR (SMERY)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
21
Reporting holders
$22.8M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ZEVIN ASSET MANAGEMENT LLC | $6.5M | 170,974 | 0.91% | new | NEW |
| Telligent Fund, LP | $2.9M | 75,000 | 2.11% | 2q | +400.0%+$2.3M |
| RHUMBLINE ADVISERS | $2.8M | 72,646 | 0.00% | 2q | +499.4%+$2.3M |
| Pinnacle Wealth Management Advisory Group, LLC | $2.4M | 61,985 | 0.14% | 2q | +400.0%+$1.9M |
| L & S Advisors Inc | $2.3M | 59,440 | 0.23% | 2q | +127.3%+$1.3M |
| SCOPUS ASSET MANAGEMENT, L.P. | $1.9M | 50,000 | 0.03% | new | NEW |
| GAMMA Investing LLC | $1.1M | 29,209 | 0.04% | 2q | +517.5%+$933.6K |
| Myriad Asset Management US LP | $1.1M | 27,795 | 1.46% | 2q | +400.0%+$848.0K |
| Bank of Marin | $450.6K | 11,885 | 0.31% | 2q | +531.8%+$379.3K |
| Cascades Capital Asset Management, LLC | $381.4K | 10,000 | 0.14% | 2q | +669.2%+$331.8K |
| PNC Financial Services Group, Inc. | $311.6K | 8,170 | 0.00% | 2q | +468.9%+$256.8K |
| Wealthspire Advisors, LLC | $249.6K | 6,545 | 0.00% | new | NEW |
| DIVERSIFIED TRUST CO | $222.4K | 5,865 | 0.00% | new | NEW |
| Salomon & Ludwin, LLC | $91.7K | 2,490 | 0.01% | 2q | +670.9%+$79.8K |
| Financial Gravity Companies, Inc. | $58.0K | 1,520 | 0.01% | new | NEW |
| Ancora Advisors LLC | $53.4K | 1,400 | 0.00% | 2q | +2878.7%+$51.6K |
| First Command Advisory Services, Inc. | $49.5K | 1,298 | 0.00% | 2q | +1866.7%+$47.0K |
| IMA Advisory Services, Inc. | $17.4K | 455 | 0.00% | 2q | +2427.8%+$16.7K |
| COMPASS FINANCIAL MANAGEMENT LLC | $13.0K | 340 | 0.00% | new | FIRST |
| TRUST CO OF VERMONT | $6.3K | 165 | 0.00% | new | NEW |
| Gleason Group, Inc. | $4.0K | 105 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 21 | $22.8M | 597,287 | 7 | 13 | 0 | 0.0% |
| Q1 2026 | 17 | $14.5M | 85,935 | 17 | 0 | 0 | 0.0% |