Who Owns SIEMENS ENERGY ADR (SMERY)? -- Institutional Holders (2026-06-30)

Name: SIEMENS ENERGY ADR (SMERY) Institutional Holders (2026-06-30)
Creator: ko.io

25 institutions reported holding $22.8M of SIEMENS ENERGY ADR (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	BESSEMER GROUP INC	$0	0	Exited
23	Golden State Equity Partners	$0	0	Exited
24	HALLSTATT ADVISORS L.P.	$0	0	Exited
25	NBC SECURITIES, INC.	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30