SIEMENS ENERGY AG-UNSP ADR (SMNEY)
Institutional ownership reported to the SEC as of Q4 2025, across 18 quarters.
15
Reporting holders
$11.8M
Reported value
0.0%
Calls
0.0%
Puts
+6
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 |
|---|---|---|---|---|---|
| L & S Advisors Inc | $4.5M | 31,780 | 0.41% | 5q | -5.9%-$280.7K |
| Telligent Fund, LP | $2.1M | 15,000 | 2.34% | 2q | +25.0%+$420.4K |
| RHUMBLINE ADVISERS | $1.6M | 11,141 | 0.00% | 11q | +50.5%+$523.7K |
| BECK CAPITAL MANAGEMENT, LLC | $1.5M | 11,045 | 0.37% | new | NEW |
| Myriad Asset Management US LP | $586.1K | 4,182 | 0.98% | 3q | -41.2%-$410.2K |
| HALLSTATT ADVISORS L.P. | $576.9K | 4,116 | 0.43% | new | FIRST |
| GAMMA Investing LLC | $571.8K | 4,080 | 0.03% | 6q | +14.1%+$70.6K |
| PNC Financial Services Group, Inc. | $159.1K | 1,135 | 0.00% | 5q | +24.5%+$31.3K |
| Cascades Capital Asset Management, LLC | $150.0K | 1,070 | 0.06% | new | NEW |
| Salomon & Ludwin, LLC | $43.0K | 288 | 0.00% | 3q | +12.1%+$4.6K |
| Signature Equity Partners, LLC | $25.2K | 180 | 0.01% | new | FIRST |
| HANTZ FINANCIAL SERVICES, INC. | $9.0K | 61 | 0.00% | new | NEW |
| AMERIFLEX GROUP, INC. | $7.0K | 50 | 0.00% | 2q | -50.0%-$7.0K |
| IMA Advisory Services, Inc. | $2.7K | 19 | 0.00% | new | NEW |
| Ancora Advisors LLC | $2.2K | 16 | 0.00% | 3q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q4 2025 | 15 | $11.8M | 84,163 | 4 | 5 | 3 | 0.0% |
| Q3 2025 | 9 | $7.7M | 65,157 | 2 | 4 | 2 | 0.0% |
| Q2 2025 | 10 | $7.0M | 60,581 | 4 | 5 | 1 | 0.0% |
| Q1 2025 | 6 | $2.7M | 45,147 | 1 | 4 | 1 | 0.0% |
| Q4 2024 | 5 | $2.4M | 45,431 | 3 | 2 | 0 | 0.0% |
| Q3 2024 | 2 | $134.5K | 3,658 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 2 | $70.5K | 2,725 | 1 | 1 | 0 | 0.0% |
| Q1 2024 | 1 | $45.8K | 2,500 | 0 | 0 | 1 | 0.0% |
| Q4 2023 | 1 | $38.1K | 2,900 | 0 | 1 | 0 | 0.0% |
| Q3 2023 | 2 | $18.4K | 1,417 | 0 | 1 | 1 | 0.0% |
| Q2 2023 | 2 | $13.4K | 757 | 2 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $22.0K | 1,000 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $19.0K | 1,000 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $11.0K | 1,000 | 1 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $61.0K | 2,638 | 0 | 0 | 1 | 0.0% |
| Q4 2021 | 3 | $2.6M | 98,579 | 0 | 1 | 0 | 0.0% |
| Q3 2021 | 3 | $2.7M | 98,420 | 1 | 2 | 0 | 0.0% |
| Q2 2021 | 2 | $274.0K | 9,161 | 2 | 0 | 0 | 0.0% |