13F Insight
DOSSIER · 13F Holders · Q1 2026
SMERY

SIEMENS ENERGY AG SPON ADS 1 ORD

23 institutions still hold SIEMENS ENERGY AG SPON ADS 1 ORD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 82621A203·23 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$31M
visible holders
Holders
23
filers reporting
Concentration
32.39%
BESSEMER GROUP INC #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported SMERY in Q1 2026. BESSEMER GROUP INC leads at 32.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BESSEMER GROUP INC
CIK 0001054074
$10M61K0.02%Q1 202602
ZEVIN ASSET MANAGEMENT LLC
CIK 0001394096
$7M171K0.92%Q2 202603
Telligent Fund, LP
CIK 0001470723
$3M75K2.11%Q2 202604
RHUMBLINE ADVISERS
CIK 0001115418
$3M73K0.00%Q2 202605
L & S Advisors Inc
CIK 0001392364
$2M59K0.23%Q2 202606
Pinnacle Wealth Management Advisory Group, LLC
CIK 0001631864
$2M62K0.12%Q3 202607
Myriad Asset Management US LP
CIK 0001857187
$1M28K1.46%Q2 202608
GAMMA Investing LLC
CIK 0002010235
$1M32K0.04%Q3 202609
Bank of Marin
CIK 0001801145
$451K12K0.31%Q2 202610
Golden State Equity Partners
CIK 0001845003
$382K2K0.03%Q1 202611
Cascades Capital Asset Management, LLC
CIK 0002035512
$381K10K0.14%Q2 202612
YOUSIF CAPITAL MANAGEMENT, LLC
CIK 0001858789
$283K9K0.00%Q3 202613
Wealthspire Advisors, LLC
CIK 0001646247
$250K7K0.00%Q2 202614
Diversified Trust Co
CIK 0001479844
$222K6K0.00%Q2 202615
Salomon & Ludwin, LLC
CIK 0001766156
$92K2K0.01%Q2 202616
Financial Gravity Companies, Inc.
CIK 0001377167
$58K2K0.01%Q2 202617
Ancora Advisors LLC
CIK 0001446114
$53K1K0.00%Q2 202618
Financial Gravity Asset Management, Inc.
CIK 0001741736
$51K3040.01%Q1 202619
First Command Advisory Services, Inc.
CIK 0001727336
$50K1K0.00%Q2 202620
IMA Advisory Services, Inc.
CIK 0001455495
$17K4550.00%Q2 2026
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