SIEMENS AG - SIEGY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 277,659 | 53,303 | 1.2% | 1.09% | 1 | -2,966 | -1.06% | Q4 2025 | Jan 22, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 261,867 | 36,648 | 0.8% | 0.75% | 2 | +4,913 | 1.91% | Q4 2025 | Feb 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 112,753 | 15,780 | 19.35% | 0.3% | 3 | +2,194 | 1.98% | Q4 2025 | Feb 25, 2026 |
| BEDDOW CAPITAL MANAGEMENT INC | History | Reduced | 71,555 | 10,014 | 3.78% | 3.68% | 4 | -2,445 | -3.3% | Q4 2025 | Feb 11, 2026 |
| Altrius Capital Management Inc | History | Added to | 66,488 | 9,304 | 1.97% | 2.01% | 5 | +1,174 | 1.8% | Q4 2025 | Feb 02, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 64,192 | 8,983 | 0.6% | 0.6% | 6 | -2,127 | -3.21% | Q4 2025 | Jan 27, 2026 |
| Boston Common Asset Management, LLC | History | Added to | 55,433 | 7,784 | 0.39% | 0.2% | 7 | +2,647 | 5.01% | Q4 2025 | Jan 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 36,122 | 5,055 | 0.0% | 0.0% | 8 | +4,857 | 15.53% | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 29,817 | 4,172 | 0.03% | 0.03% | 9 | +1,959 | 7.03% | Q4 2025 | Feb 12, 2026 |
| Cohen Klingenstein LLC | History | No change | 28,600 | 4,002 | 0.12% | 0.12% | 10 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Turn8 Private Wealth Inc. | History | New | 25,662 | 3,591 | 2.57% | — | 11 | +25,662 | New | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 18,066 | 2,669 | 0.03% | 0.03% | 12 | -4,312 | -19.27% | Q4 2025 | Jan 21, 2026 |
| Madison Asset Management, LLC | History | Reduced | 15,813 | 2,213 | 0.03% | 0.02% | 13 | -768 | -4.63% | Q4 2025 | Feb 04, 2026 |
| Dorsey Wright & Associates | History | Added to | 12,015 | 1,687 | 0.36% | 0.35% | 14 | +229 | 1.94% | Q4 2025 | Feb 20, 2026 |
| AdvisorShares Investments LLC | History | Added to | 7,701 | 1,077 | 0.18% | 0.17% | 15 | +32 | 0.42% | Q4 2025 | Feb 10, 2026 |
| Henry James International Management Inc. | History | Reduced | 7,596 | 1,063 | 0.33% | 0.31% | 16 | -4 | -0.05% | Q4 2025 | Feb 17, 2026 |
| FCA CORP /TX | History | No change | 7,000 | 979 | 0.28% | 0.26% | 17 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 6,664 | 932 | 0.05% | 0.05% | 18 | +499 | 8.09% | Q4 2025 | Jan 05, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 4,776 | 670 | 0.1% | 0.09% | 19 | -231 | -4.61% | Q4 2025 | Feb 17, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 4,726 | 661 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,514 | 491 | 0.0% | 0.0% | 21 | -138 | -3.78% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 3,139 | 440 | 0.02% | 0.01% | 22 | +1,465 | 87.51% | Q4 2025 | Jan 28, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 2,884 | 403 | 0.02% | 0.02% | 23 | +266 | 10.16% | Q4 2025 | Feb 04, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 2,867 | 401 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Planning, Inc. | History | No change | 2,647 | 370 | 0.2% | 0.21% | 25 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 2,600 | 365 | 0.01% | — | 26 | +2,600 | New | Q4 2025 | Jan 15, 2026 |
| Ransom Advisory, Ltd | History | New | 2,450 | 342 | 0.13% | — | 27 | +2,450 | New | Q4 2025 | Jan 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,385 | 333 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALBERT D MASON INC | History | Added to | 2,177 | 304 | 0.2% | 0.19% | 29 | +27 | 1.26% | Q4 2025 | Jan 13, 2026 |
| Asset Planning,Inc | History | No change | 1,343 | 291 | 0.2% | 0.2% | 30 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pinnacle West Asset Management, Inc. | History | No change | 1,950 | 273 | 0.18% | 0.17% | 31 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 1,651 | 231 | 0.05% | 0.05% | 32 | -116 | -6.56% | Q4 2025 | Jan 27, 2026 |
| Canopy Partners, LLC | History | Reduced | 1,622 | 226 | 0.07% | 0.07% | 33 | -28 | -1.7% | Q4 2025 | Feb 12, 2026 |
| Redwood Wealth Management Group, LLC | History | No change | 1,612 | 225 | 0.09% | 0.09% | 34 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Reduced | 1,453 | 203 | 0.1% | 0.1% | 35 | -50 | -3.33% | Q4 2025 | Jan 14, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 1,302 | 182 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,163 | 162 | 0.06% | 0.07% | 37 | +917 | 372.76% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,004 | 140 | 0.0% | 0.0% | 38 | -54 | -5.1% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | Added to | 875 | 122 | 0.04% | 0.03% | 39 | +200 | 29.63% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 755 | 106 | 0.01% | 0.01% | 40 | -1 | -0.13% | Q4 2025 | Jan 29, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 621 | 88 | 0.01% | 0.0% | 41 | +226 | 57.22% | Q4 2025 | Jan 28, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 493 | 68 | 0.01% | 0.01% | 42 | +11 | 2.28% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | Added to | 363 | 50 | 0.0% | 0.0% | 43 | +198 | 120.0% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 302 | 42 | 0.0% | 0.0% | 44 | +26 | 9.42% | Q4 2025 | Feb 09, 2026 |
| Westside Investment Management, Inc. | History | No change | 278 | 39 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 234 | 32 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 223 | 31 | 0.01% | 0.01% | 47 | -35 | -13.57% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 169 | 23 | 0.01% | — | 49 | +169 | New | Q4 2025 | Feb 17, 2026 |
| ADIRONDACK TRUST CO | History | No change | 170 | 23 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 145 | 20 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Coston, McIsaac & Partners | History | No change | 94 | 13 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | History | Reduced | 87 | 12 | 0.0% | 0.0% | 52 | -7 | -7.45% | Q4 2025 | Jan 30, 2026 |
| IMA Advisory Services, Inc. | History | New | 58 | 8 | 0.0% | — | 53 | +58 | New | Q4 2025 | Feb 11, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 39 | 5 | 0.0% | 0.0% | 54 | +4 | 11.43% | Q4 2025 | Jan 14, 2026 |
| Motiv8 Investments LLC | History | New | 18 | 3 | 0.0% | — | 56 | +18 | New | Q4 2025 | Feb 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 23 | 3 | 0.0% | 0.0% | 55 | -6 | -20.69% | Q4 2025 | Feb 23, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -21,049 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,535 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Corient IA LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -6,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Myriad Asset Management US LP | History | Closed out | 0 | 0 | — | 0.41% | — | -5,541 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -909 | -100.0% | Q3 2025 | Oct 23, 2025 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 25, 2025 |