SAP — Sap SE Institutional Holders · Q3 2026

Name: Who Owns SAP? 39 Institutions Hold $20.5M (Q3 2026)
Creator: ko.io

Who owns Sap SE (SAP)? 39 institutions reported holding $20.48M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Wealth Asset Management, LLC ($3.0M), Cox Capital Mgt LLC ($2.2M), Farther Finance Advisors, LLC ($1.5M).

Rank	Institution	Value	Shares	Change
1	Legacy Wealth Asset Management, LLC	$3.0M	14,453	Added
2	Cox Capital Mgt LLC	$2.2M	10,739	Trimmed
3	Farther Finance Advisors, LLC	$1.5M	7,399	Trimmed
4	GAMMA Investing LLC	$1.4M	6,594	Added
5	Family Legacy Financial Solutions, LLC	$1.2M	5,762	Hold
6	CONFLUENCE INVESTMENT MANAGEMENT LLC	$1.1M	5,491	Added
7	Versant Capital Management, Inc	$1.0M	4,965	Added
8	Ridgewood Investments LLC	$920,231	4,414	Trimmed
9	Miller Global Investments, LLC	$883,538	4,238	Added
10	YHB Investment Advisors, Inc.	$855,602	4,104	Trimmed
11	Valeo Financial Advisors, LLC	$834,956	4,005	Added
12	Vann Equity Management LLC	$832,133	3,991	Trimmed
13	CANANDAIGUA NATIONAL BANK & TRUST CO	$823,496	3,950	Added
14	Investors Research Corp	$624,398	2,995	Trimmed
15	Wedmont Private Capital	$435,845	2,052	Added
16	Apella Capital, LLC	$383,517	1,825	Added
17	Rosenberg Matthew Hamilton	$342,324	1,642	Added
18	PARK NATIONAL CORP /OH/	$329,815	1,582	Trimmed
19	BAKER TILLY WEALTH MANAGEMENT, LLC	$274,568	1,317	New
20	RIVERSEDGE ADVISORS, LLC	$255,805	1,227	New
21	Avidian Wealth Enterprises, LLC	$235,009	1,127	New
22	MOODY NATIONAL BANK TRUST DIVISION	$206,187	989	New
23	Veery Capital, LLC	$202,643	972	New
24	EASTERN BANK	$150,939	724	Trimmed
25	Grove Bank & Trust	$126,130	605	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30