Who owns Siemens Energy AG/ADR?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SMERY from SEC Form 13F filings across 21 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.
As of the 2026-06-30 reporting period, 21 institutions disclosed 597,287 shares of Siemens Energy AG/ADR worth $22.8M — about 0% of shares outstanding; the largest disclosed holder is ZEVIN ASSET MANAGEMENT LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
21
13F holders
$22.8M
value, 2026 filers
0%
of shares outstanding (597,287 sh)
8
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 SMERY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ZEVIN ASSET MANAGEMENT LLCNEW | 170,974 | $6.5M | 0.9% | 0% | new |
| 2 | Telligent Fund, LP | 75,000 | $2.9M | 2.1% | 0% | +400.0% |
| 3 | RHUMBLINE ADVISERS | 72,646 | $2.8M | 0.0% | 0% | +499.4% |
| 4 | Pinnacle Wealth Management Advisory Group, LLC | 61,985 | $2.4M | 0.1% | 0% | +400.0% |
| 5 | L & S Advisors Inc | 59,440 | $2.3M | 0.2% | 0% | +127.3% |
| 6 | SCOPUS ASSET MANAGEMENT, L.P.NEW | 50,000 | $1.9M | 0.0% | 0% | new |
| 7 | GAMMA Investing LLC | 29,209 | $1.1M | 0.0% | 0% | +517.5% |
| 8 | Myriad Asset Management US LP | 27,795 | $1.1M | 1.5% | 0% | +400.0% |
| 9 | Bank of Marin | 11,885 | $450,584 | 0.3% | 0% | +531.8% |
| 10 | Cascades Capital Asset Management, LLC | 10,000 | $381,400 | 0.1% | 0% | +669.2% |
| 11 | PNC Financial Services Group, Inc. | 8,170 | $311,604 | 0.0% | 0% | +468.9% |
| 12 | Wealthspire Advisors, LLCNEW | 6,545 | $249,626 | 0.0% | 0% | new |
| 13 | DIVERSIFIED TRUST CONEW | 5,865 | $222,353 | 0.0% | 0% | new |
| 14 | Salomon & Ludwin, LLC | 2,490 | $91,732 | 0.0% | 0% | +670.9% |
| 15 | Financial Gravity Companies, Inc.NEW | 1,520 | $57,973 | 0.0% | 0% | new |
| 16 | Ancora Advisors LLC | 1,400 | $53,396 | 0.0% | 0% | +2878.7% |
| 17 | First Command Advisory Services, Inc. | 1,298 | $49,506 | 0.0% | 0% | +1866.7% |
| 18 | IMA Advisory Services, Inc. | 455 | $17,354 | 0.0% | 0% | +2427.8% |
| 19 | COMPASS FINANCIAL MANAGEMENT LLCNEW | 340 | $12,968 | 0.0% | 0% | new |
| 20 | TRUST CO OF VERMONTNEW | 165 | $6,255 | 0.0% | 0% | new |
| 21 | Gleason Group, Inc.NEW | 105 | $3,981 | 0.0% | 0% | new |
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.