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Who owns SBGSYWhat SBGSY owns — n/a

Who owns Schneider Electric S.E.?

Institutional ownership of SBGSY from SEC Form 13F filings across 19 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

19

13F holders

$22.0M

value, 2026 filers

0%

of shares outstanding (456,682 sh)

3

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SBGSY's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1PUZO MICHAEL J170,477$11.1M2.9%0%-0.7%
2Ascentis Wealth Management, LLC126,008$372,3060.1%0%+6518.1%
3RHUMBLINE ADVISERS74,047$4.8M0.0%0%+8.1%
4Sterling Capital Management LLC31,034$2.0M0.0%0%+3.7%
5Trivant Custom Portfolio Group, LLC19,252$1.3M0.7%0%+0.3%
6GAMMA Investing LLC11,975$780,5300.0%0%+11.8%
7Collaborative Fund Advisors, LLCNEW7,376$480,7680.3%0%new
8Front Row Advisors LLC6,205$436,5220.1%0%+131.1%
9PNC Financial Services Group, Inc.5,032$327,9860.0%0%+5.0%
10KORNITZER CAPITAL MANAGEMENT INC /KSNEW3,107$202,7620.0%0%new
11Westside Investment Management, Inc.566$36,8910.0%0%0.0%
12Ancora Advisors LLC565$36,8270.0%0%-18.8%
13First Command Advisory Services, Inc.252$16,4250.0%0%+563.2%
14Strengthening Families & Communities, LLC237$15,4670.0%0%0.0%
15Byrne Asset Management LLC174$11,3410.0%0%0.0%
16COMPASS FINANCIAL MANAGEMENT LLCNEW150$9,7770.0%0%new
17Benson Wealth Management INC118$7,6910.0%0%0.0%
18IMA Advisory Services, Inc.96$6,2570.0%0%+71.4%
19Horrell Capital Management, Inc.11$1,0000.0%0%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.