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Schneider Elect SE (SBGSY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cardinal Capital Management, Inc.
INCREASED
Shares627,927 from 623,232
Change+4,695 (+1%)
Value$41.3M (+$663.9K)
Filed 2026-10-16
Boston Common Asset Management, LLC
INCREASED
Shares110,809 from 108,683
Change+2,126 (+2%)
Value$7.3M (+$201.7K)
Filed 2026-10-13
Mitchell Capital Management Co
DECREASED
Shares52,895 from 52,979
Change-84 (0%)
Value$3.5M (+$24.7K)
Filed 2026-10-29
Sterling Capital Management LLC
DECREASED
Shares29,831 from 31,034
Change-1,203 (-4%)
Value$2.0M (-$46.5K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares14,195 from 11,975
Change+2,220 (+19%)
Value$933.3K (+$152.8K)
Filed 2026-10-08
Wendell David Associates Inc
INCREASED
Shares7,760 from 5,385
Change+2,375 (+44%)
Value$510 (-$350.5K)
Filed 2026-10-27
Canopy Partners, LLC
UNCHANGED
Shares5,962 from 5,962
Change0 (0%)
Value$392.0K (+$3.4K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares4,897 from 5,032
Change-135 (-3%)
Value$322.0K (-$6.0K)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED
Shares3,982 from 3,921
Change+61 (+2%)
Value$261.8K (+$6.2K)
Filed 2026-10-05
Enterprise Financial Services Corp
INCREASED
Shares3,231 from 3,074
Change+157 (+5%)
Value$212.4K (+$12.1K)
Filed 2026-11-03
Ascentis Wealth Management, LLC
INCREASED
Shares2,040 from 1,904
Change+136 (+7%)
Value$134.1K (+$10.0K)
Filed 2026-11-03
Alta Capital Management LLC/
NEW
Shares1,538
Change+1,538
Value$101.1K
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares1,390 from 252
Change+1,138 (+452%)
Value$91.4K (+$75.0K)
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$38.7K (+$1.8K)
Filed 2026-11-02
Strengthening Families & Communities, LLC
DECREASED
Shares235 from 237
Change-2 (-1%)
Value$15.6K (+$121)
Filed 2026-10-21
Byrne Asset Management LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$11.5K (+$141)
Filed 2026-10-06
Compass Financial Management LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$9.9K (+$85)
Filed 2026-10-30
RMG Wealth Management LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$7.1K (-$2.5K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares125
Change+125
Value$8.2K
Filed 2026-11-03
Gleason Group, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$4.4K (+$71)
Filed 2026-10-15
Horrell Capital Management, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.0K ($0)
Filed 2026-10-08
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 7,376
Change-7,376 (-100%)
Value$0 (-$480.8K)
Filed 2026-11-02
Myriad Asset Management US LP
CLOSED
Shares0 from 4,765
Change-4,765 (-100%)
Value$0 (-$311.0K)
Filed 2026-11-03
Riverbridge Partners LLC
CLOSED
Shares0 from 4,526
Change-4,526 (-100%)
Value$0 (-$295.0K)
Filed 2026-11-05
Kornitzer Capital Management Inc
CLOSED
Shares0 from 3,107
Change-3,107 (-100%)
Value$0 (-$202.8K)
Filed 2026-11-03
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$104.3K)
Filed 2026-11-05
Salomon & Ludwin, LLC
CLOSED
Shares0 from 1,385
Change-1,385 (-100%)
Value$0 (-$86.8K)
Filed 2026-10-29
Hemenway Trust Co LLC
N/A
Shares— from 619,162
Change-619,162 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 253,016
Change-253,016 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 246,582
Change-246,582 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 181,286
Change-181,286 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 178,099
Change-178,099 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 170,477
Change-170,477 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 162,049
Change-162,049 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 142,926
Change-142,926 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 136,906
Change-136,906 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 135,850
Change-135,850 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 96,539
Change-96,539 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 90,891
Change-90,891 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 85,119
Change-85,119 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 74,047
Change-74,047 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 19,252
Change-19,252 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 6,975
Change-6,975 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 699
Change-699 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 565
Change-565 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 118
Change-118 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 96
Change-96 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Status
Cardinal Capital Management, Inc.
INCREASED627,927623,232+4,695+1%$40.6M$41.3M+$663.9K2026-10-16
Boston Common Asset Management, LLC
INCREASED110,809108,683+2,126+2%$7.1M$7.3M+$201.7K2026-10-13
Mitchell Capital Management Co
DECREASED52,89552,979-840%$3.5M$3.5M+$24.7K2026-10-29
Sterling Capital Management LLC
DECREASED29,83131,034-1,203-4%$2.0M$2.0M-$46.5K2026-10-22
Gamma Investing LLC
INCREASED14,19511,975+2,220+19%$780.5K$933.3K+$152.8K2026-10-08
Wendell David Associates Inc
INCREASED7,7605,385+2,375+44%$351.0K$510-$350.5K2026-10-27
Canopy Partners, LLC
UNCHANGED5,9625,96200%$388.6K$392.0K+$3.4K2026-10-28
PNC Financial Services Group, Inc.
DECREASED4,8975,032-135-3%$328.0K$322.0K-$6.0K2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED3,9823,921+61+2%$255.6K$261.8K+$6.2K2026-10-05
Enterprise Financial Services Corp
INCREASED3,2313,074+157+5%$200.4K$212.4K+$12.1K2026-11-03
Ascentis Wealth Management, LLC
INCREASED2,0401,904+136+7%$124.1K$134.1K+$10.0K2026-11-03
Alta Capital Management LLC/
NEW1,538—+1,538——$101.1K—2026-10-26
First Command Advisory Services, Inc.
INCREASED1,390252+1,138+452%$16.4K$91.4K+$75.0K2026-11-05
Westside Investment Management, Inc.
UNCHANGED56656600%$36.9K$38.7K+$1.8K2026-11-02
Strengthening Families & Communities, LLC
DECREASED235237-2-1%$15.5K$15.6K+$1212026-10-21
Byrne Asset Management LLC
UNCHANGED17417400%$11.3K$11.5K+$1412026-10-06
Compass Financial Management LLC
UNCHANGED15015000%$9.8K$9.9K+$852026-10-30
RMG Wealth Management LLC
UNCHANGED13413400%$9.6K$7.1K-$2.5K2026-10-26
Ascentis Independent Advisors
NEW125—+125——$8.2K—2026-11-03
Gleason Group, Inc.
UNCHANGED666600%$4.3K$4.4K+$712026-10-15
Horrell Capital Management, Inc.
UNCHANGED111100%$1.0K$1.0K$02026-10-08
Collaborative Fund Advisors, LLC
CLOSED07,376-7,376-100%$480.8K$0-$480.8K2026-11-02
Myriad Asset Management US LP
CLOSED04,765-4,765-100%$311.0K$0-$311.0K2026-11-03
Riverbridge Partners LLC
CLOSED04,526-4,526-100%$295.0K$0-$295.0K2026-11-05
Kornitzer Capital Management Inc
CLOSED03,107-3,107-100%$202.8K$0-$202.8K2026-11-03
Paradigm Asset Management Co LLC
CLOSED01,600-1,600-100%$104.3K$0-$104.3K2026-11-05
Salomon & Ludwin, LLC
CLOSED01,385-1,385-100%$86.8K$0-$86.8K2026-10-29
Hemenway Trust Co LLC
N/A—619,162-619,162-100%$40.4M———
Broderick Brian C
N/A—253,016-253,016-100%$16.5M———
Madison Asset Management, LLC
N/A—246,582-246,582-100%$16.1M———
Douglass Winthrop Advisors, LLC
N/A—181,286-181,286-100%$11.8M———
Azimuth Capital Investment Management LLC
N/A—178,099-178,099-100%$11.6M———
Puzo Michael J
N/A—170,477-170,477-100%$11.1M———
Somerville Kurt F
N/A—162,049-162,049-100%$10.6M———
Kidder Stephen W
N/A—142,926-142,926-100%$9.3M———
Ramirez Asset Management, Inc.
N/A—136,906-136,906-100%$8.9M———
Delaney Dennis R
N/A—135,850-135,850-100%$8.9M———
Elefante Mark B
N/A—96,539-96,539-100%$6.3M———
Dempze Nancy E
N/A—90,891-90,891-100%$5.9M———
Notis-McConarty Edward
N/A—85,119-85,119-100%$5.5M———
Rhumbline Advisers
N/A—74,047-74,047-100%$4.8M———
Trivant Custom Portfolio Group, LLC
N/A—19,252-19,252-100%$1.3M———
RNC Capital Management LLC
N/A—6,975-6,975-100%$454.6K———
Front Row Advisors LLC
N/A—6,205-6,205-100%$436.5K———
Hantz Financial Services, Inc.
N/A—699-699-100%$46.0K———
Ancora Advisors LLCA
N/A—565-565-100%$36.8K———
Benson Wealth Management Inc
N/A—118-118-100%$7.7K———
IMA Advisory Services, Inc.
N/A—96-96-100%$6.3K———
Atlas Capital Advisors Inc.
N/A—71-71-100%$4.6K———
Showing 49 of 49 institutions