SIEMENS AG - SIEGY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cardinal Capital Management, Inc. | History | Added to | 288,065 | 35,109 | 0.95% | 1.2% | 1 | +10,406 | 3.75% | Q1 2026 | Apr 07, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 272,472 | 33,209 | 0.7% | 0.8% | 2 | +10,605 | 4.05% | Q1 2026 | May 12, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 210,015 | 25,596 | 0.35% | — | 3 | +210,015 | New | Q1 2026 | May 01, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 112,313 | 13,689 | 0.28% | 0.32% | 4 | -440 | -0.39% | Q1 2026 | May 13, 2026 |
| BEDDOW CAPITAL MANAGEMENT INC | History | No change | 71,555 | 10,014 | 3.78% | 3.78% | 5 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 64,192 | 8,983 | 0.6% | 0.6% | 6 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Altrius Capital Management Inc | History | Added to | 69,293 | 8,445 | 1.68% | 1.97% | 7 | +2,805 | 4.22% | Q1 2026 | May 05, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 54,881 | 6,688 | 0.43% | 0.47% | 8 | -552 | -1.0% | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 37,370 | 4,554 | 0.0% | 0.0% | 9 | +1,248 | 3.45% | Q1 2026 | May 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 31,404 | 3,827 | 0.03% | 0.03% | 10 | +1,587 | 5.32% | Q1 2026 | May 11, 2026 |
| Cohen Klingenstein LLC | History | No change | 28,600 | 3,485 | 0.11% | 0.12% | 11 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Strengthening Families & Communities, LLC | History | New | 21,009 | 2,489 | 0.62% | — | 12 | +21,009 | New | Q1 2026 | May 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 18,066 | 2,140 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Madison Asset Management, LLC | History | Added to | 16,893 | 2,058 | 0.03% | 0.03% | 14 | +1,080 | 6.83% | Q1 2026 | May 07, 2026 |
| AdvisorShares Investments LLC | History | Added to | 7,771 | 947 | 0.17% | 0.18% | 15 | +70 | 0.91% | Q1 2026 | Apr 28, 2026 |
| Henry James International Management Inc. | History | Added to | 7,601 | 926 | 0.33% | 0.33% | 16 | +5 | 0.07% | Q1 2026 | Apr 10, 2026 |
| GAMMA Investing LLC | History | Added to | 7,112 | 866 | 0.04% | 0.05% | 17 | +448 | 6.72% | Q1 2026 | Apr 06, 2026 |
| FCA CORP /TX | History | No change | 7,000 | 853 | 0.24% | 0.28% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHICAGO TRUST Co NA | History | Added to | 5,063 | 599 | 0.1% | 0.1% | 19 | +287 | 6.01% | Q1 2026 | Apr 24, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 4,726 | 576 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 3,464 | 422 | 0.26% | — | 21 | +3,464 | New | Q1 2026 | Apr 28, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 2,867 | 349 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,849 | 347 | 0.0% | 0.0% | 23 | -665 | -18.92% | Q1 2026 | May 15, 2026 |
| Ransom Advisory, Ltd | History | No change | 2,450 | 342 | 0.13% | 0.13% | 24 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,385 | 333 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Planning, Inc. | History | No change | 2,647 | 322 | 0.16% | 0.2% | 26 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Asset Planning,Inc | History | No change | 1,343 | 249 | 0.18% | 0.2% | 27 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ALBERT D MASON INC | History | Reduced | 2,038 | 248 | 0.16% | 0.2% | 28 | -139 | -6.38% | Q1 2026 | Apr 15, 2026 |
| Pinnacle West Asset Management, Inc. | History | Reduced | 1,930 | 235 | 0.16% | 0.18% | 29 | -20 | -1.03% | Q1 2026 | May 14, 2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | History | New | 1,880 | 229 | 0.1% | — | 30 | +1,880 | New | Q1 2026 | Apr 13, 2026 |
| DRW Securities, LLC | History | New | 1,831 | 223 | 0.0% | — | 31 | +1,831 | New | Q1 2026 | May 13, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,500 | 182 | 0.08% | — | 32 | +1,500 | New | Q1 2026 | Apr 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,114 | 135 | 0.06% | 0.06% | 33 | -49 | -4.21% | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | Added to | 1,007 | 122 | 0.04% | 0.04% | 34 | +132 | 15.09% | Q1 2026 | May 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 902 | 109 | 0.0% | 0.0% | 35 | -102 | -10.16% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | New | 824 | 100 | 0.01% | — | 36 | +824 | New | Q1 2026 | May 19, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Reduced | 602 | 73 | 0.02% | 0.04% | 37 | -700 | -53.76% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 610 | 72 | 0.01% | 0.01% | 38 | -145 | -19.21% | Q1 2026 | Apr 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 498 | 61 | 0.01% | 0.01% | 39 | -123 | -19.81% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Added to | 449 | 54 | 0.0% | 0.0% | 40 | +86 | 23.69% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 278 | 34 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 241 | 29 | 0.0% | 0.0% | 42 | -61 | -20.2% | Q1 2026 | May 01, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 234 | 27 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 223 | 27 | 0.0% | 0.01% | 44 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 148 | 18 | 0.01% | 0.01% | 45 | -22 | -12.94% | Q1 2026 | Apr 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 145 | 17 | 0.0% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Coston, McIsaac & Partners | History | No change | 94 | 11 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ascentis Independent Advisors | History | New | 88 | 10 | 0.0% | — | 49 | +88 | New | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | Added to | 88 | 10 | 0.0% | 0.0% | 48 | +1 | 1.15% | Q1 2026 | May 04, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 74 | 9 | 0.0% | 0.0% | 50 | +35 | 89.74% | Q1 2026 | Apr 28, 2026 |
| Strive Financial Group ,LLC | History | New | 53 | 6 | 0.0% | — | 51 | +53 | New | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 36 | 4 | 0.0% | 0.0% | 52 | -22 | -37.93% | Q1 2026 | May 06, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 20 | 3 | 0.0% | — | 54 | +20 | New | Q1 2026 | May 11, 2026 |
| Motiv8 Investments LLC | History | No change | 18 | 3 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Turn8 Private Wealth Inc. | History | Closed out | 0 | 0 | — | 2.57% | — | -25,662 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Dorsey Wright & Associates | History | Closed out | 0 | 0 | — | 0.36% | — | -12,015 | -100.0% | Q1 2026 | May 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,139 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,884 | -100.0% | Q1 2026 | May 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,600 | -100.0% | Q1 2026 | Apr 17, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,651 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Canopy Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,622 | -100.0% | Q1 2026 | May 11, 2026 |
| Redwood Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,612 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Closed out | 0 | 0 | — | 0.1% | — | -1,453 | -100.0% | Q1 2026 | May 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -493 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -169 | -100.0% | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 15, 2026 |