Siemens Energy AG Spon ADRSMERY
13F holders, Q1 2026 (March 31)18holders
$166.66avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding Siemens Energy AG Spon ADR (SMERY) in their 13F filings. The largest holders were Bessemer Group Inc. ($10.0M), L & S Advisors Inc ($4.4M) and Telligent Fund, LP ($2.5M).
- Company
- Siemens Energy AG Spon ADR
- CUSIP
- 82621A203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $12.9M |
| Exits | 0 | $0 |
Ownership 18 holders
| Bessemer Group Inc. | 0.02% | New | 60,862 | $10.0M |
| L & S Advisors Inc | 0.56% | Reduce -26.6% | 26,154 | $4.4M |
| Telligent Fund, LP | 2.70% | Reduce -10.8% | 15,000 | $2.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.14% | New | 12,397 | $2.1M |
| Rhumbline Advisers | 0.00% | Reduce -3.0% | 12,120 | $2.0M |
| Myriad Asset Management US LP | 1.41% | Add +18.5% | 5,559 | $938K |
| GAMMA Investing LLC | 0.04% | Add +3.4% | 4,730 | $798K |
| Ascentis Independent Advisors | 0.03% | New | 2,263 | $382K |
| Hallstatt Advisors L.P. | 0.28% | Reduce -54.0% | 2,125 | $359K |
| Bank of Marin | 0.23% | New | 1,881 | $308K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.8% | 1,436 | $242K |
| Cascades Capital Asset Management, LLC | 0.09% | Add +8.3% | 1,300 | $219K |
| Salomon & Ludwin, LLC | 0.01% | No change | 323 | $56K |
| Financial Gravity Asset Management, Inc. | 0.01% | New | 304 | $51K |
| Lanark Financial, Inc. | 0.00% | New | 212 | $35K |
| First Command Advisory Services, Inc. | 0.00% | New | 66 | $11K |
| Ancora Advisors LLC | 0.00% | Add +161.9% | 47 | $8K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -15.5% | 18 | $3K |
"% of holder's portfolio" is SMERY's weight in each manager's 13F, not the share of Siemens Energy AG Spon ADR the manager owns.