Who Owns SIEMENS ENERGY AG SPON ADS 1 ORD (SMERY)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $22.8M of SIEMENS ENERGY AG SPON ADS 1 ORD (SMERY) in SEC 13F filings for 2026-06-30. Largest institutional holders: ZEVIN ASSET MANAGEMENT LLC ($6.5M), Telligent Fund, LP ($2.9M), RHUMBLINE ADVISERS ($2.8M), Pinnacle Wealth Management Advisory Group, LLC ($2.4M), L & S Advisors Inc ($2.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ZEVIN ASSET MANAGEMENT LLC | $6.5M | 170,974 | New |
| 2 | Telligent Fund, LP | $2.9M | 75,000 | Added |
| 3 | RHUMBLINE ADVISERS | $2.8M | 72,646 | Added |
| 4 | Pinnacle Wealth Management Advisory Group, LLC | $2.4M | 61,985 | Added |
| 5 | L & S Advisors Inc | $2.3M | 59,440 | Added |
| 6 | SCOPUS ASSET MANAGEMENT, L.P. | $1.9M | 50,000 | New |
| 7 | GAMMA Investing LLC | $1.1M | 29,209 | Added |
| 8 | Myriad Asset Management US LP | $1.1M | 27,795 | Added |
| 9 | Bank of Marin | $450,584 | 11,885 | Added |
| 10 | Cascades Capital Asset Management, LLC | $381,400 | 10,000 | Added |
| 11 | PNC Financial Services Group, Inc. | $311,604 | 8,170 | Added |
| 12 | Wealthspire Advisors, LLC | $249,626 | 6,545 | New |
| 13 | Diversified Trust Co | $222,353 | 5,865 | New |
| 14 | Salomon & Ludwin, LLC | $91,732 | 2,490 | Added |
| 15 | Financial Gravity Companies, Inc. | $57,973 | 1,520 | New |
| 16 | Ancora Advisors LLC | $53,396 | 1,400 | Added |
| 17 | First Command Advisory Services, Inc. | $49,506 | 1,298 | Added |
| 18 | IMA Advisory Services, Inc. | $17,354 | 455 | Added |
| 19 | COMPASS FINANCIAL MANAGEMENT LLC | $12,968 | 340 | New |
| 20 | TRUST CO OF VERMONT | $6,255 | 165 | New |
| 21 | Gleason Group, Inc. | $3,981 | 105 | New |
| 22 | Golden State Equity Partners | $0 | 0 | Exited |
| 23 | BESSEMER GROUP INC | $0 | 0 | Exited |
| 24 | NBC SECURITIES, INC. | $0 | 0 | Exited |
| 25 | HALLSTATT ADVISORS L.P. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30