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Siemens AG (SIEB)

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
Shares294,346 from 293,443
Change+903 (+0%)
Value$45.7M (-$1.5M)
Filed 2026-10-16
Vaughan David Investments LLC
DECREASED
Shares276,480 from 276,555
Change-75 (0%)
Value$42.9K (-$44.5M)
Filed 2026-11-05
Ferguson Wellman Capital Management, Inc
DECREASED
Shares210,132 from 210,670
Change-538 (0%)
Value$32.6M (-$1.3M)
Filed 2026-10-05
Altrius Capital Management Inc
INCREASED
Shares75,855 from 70,769
Change+5,086 (+7%)
Value$11.8M (+$392.8K)
Filed 2026-11-05
Boston Common Asset Management, LLC
INCREASED
Shares51,274 from 50,371
Change+903 (+2%)
Value$8.0M (-$142.3K)
Filed 2026-10-13
Great Lakes Advisors, LLC
INCREASED
Shares34,354 from 33,186
Change+1,168 (+4%)
Value$5.3M (-$4.8K)
Filed 2026-11-06
Cohen Klingenstein LLC
UNCHANGED
Shares28,200 from 28,200
Change0 (0%)
Value$4.4M (-$158.2K)
Filed 2026-10-15
Strengthening Families & Communities, LLC
NEW
Shares22,961
Change+22,961
Value$3.6M
Filed 2026-10-21
Henry James International Management Inc.
UNCHANGED
Shares21,248 from 21,248
Change0 (0%)
Value$3.3M (-$119.2K)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares9,205 from 8,073
Change+1,132 (+14%)
Value$1.4M (+$130.5K)
Filed 2026-10-08
Sterling Capital Management LLC
INCREASED
Shares7,840 from 7,293
Change+547 (+8%)
Value$1.2M (+$54.5K)
Filed 2026-10-22
Chicago Trust Co NA
DECREASED
Shares5,026 from 5,209
Change-183 (-4%)
Value$786.4K (-$50.8K)
Filed 2026-10-28
Yousif Capital Management, LLC
INCREASED
Shares3,621 from 3,556
Change+65 (+2%)
Value$566.6K (-$5.0K)
Filed 2026-10-22
Fulton Bank, N.A.
DECREASED
Shares2,538 from 2,692
Change-154 (-6%)
Value$397.1K (-$35.6K)
Filed 2026-10-14
Albert D Mason Inc
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$316.5K (-$11.4K)
Filed 2026-10-27
Alta Capital Management LLC/
DECREASED
Shares2,022 from 2,102
Change-80 (-4%)
Value$314.0K (-$24.2K)
Filed 2026-10-26
Canopy Partners, LLC
INCREASED
Shares1,612 from 1,564
Change+48 (+3%)
Value$250.3K (-$1.3K)
Filed 2026-10-28
Enterprise Financial Services Corp
DECREASED
Shares1,533 from 1,569
Change-36 (-2%)
Value$238.1K (-$14.4K)
Filed 2026-11-03
Benedict Financial Advisors Inc
UNCHANGED
Shares1,503 from 1,503
Change0 (0%)
Value$233.4K (-$8.4K)
Filed 2026-10-07
Asset Planning,Inc
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$300.8K (-$9.3K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
INCREASED
Shares1,258 from 1,083
Change+175 (+16%)
Value$195.4K (+$21.1K)
Filed 2026-11-06
First Command Advisory Services, Inc.
INCREASED
Shares901 from 234
Change+667 (+285%)
Value$139.9K (+$102.3K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares428 from 1,179
Change-751 (-64%)
Value$66.5K (-$123.2K)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$43.2K (-$1.6K)
Filed 2026-11-02
Boyd Watterson Asset Management LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$36.6K (-$996)
Filed 2026-11-06
Adirondack Trust Co
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$23.0K (-$830)
Filed 2026-10-14
Proathlete Wealth Management LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$22.5K (-$813)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares125
Change+125
Value$19.4K
Filed 2026-11-03
Ascentis Wealth Management, LLC
INCREASED
Shares109 from 33
Change+76 (+230%)
Value$16.9K (+$11.6K)
Filed 2026-11-03
Coston, McIsaac & Partners
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$14.6K (-$402)
Filed 2026-11-06
Archer Investment Corp
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$13.7K (-$494)
Filed 2026-11-05
Markowski Investments
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$8.9K (-$320)
Filed 2026-10-30
Gleason Group, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$6.6K (-$179)
Filed 2026-10-15
Compass Financial Management LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$4.9K (-$176)
Filed 2026-10-30
Winch Advisory Services, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$4.2K (-$152)
Filed 2026-11-06
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 3,263
Change-3,263 (-100%)
Value$0 (-$525.0K)
Filed 2026-11-02
Old National Bancorp
CLOSED
Shares0 from 1,731
Change-1,731 (-100%)
Value$0 (-$278.2K)
Filed 2026-10-20
Diversified Trust Co
CLOSED
Shares0 from 1,508
Change-1,508 (-100%)
Value$0 (-$242.4K)
Filed 2026-11-06
Salomon & Ludwin, LLC
CLOSED
Shares0 from 936
Change-936 (-100%)
Value$0 (-$145.5K)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 903
Change-903 (-100%)
Value$0 (-$145.3K)
Filed 2026-10-26
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 602
Change-602 (-100%)
Value$0 (-$96.9K)
Filed 2026-11-05
Horizon Financial Services, LLC
DECREASED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-04
SIT Investment Associates Inc
N/A
Shares— from 107,453
Change-107,453 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 38,669
Change-38,669 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 16,806
Change-16,806 (-100%)
Value—
FCA Corp
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 512
Change-512 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 230
Change-230 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 223
Change-223 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 153
Change-153 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 116
Change-116 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
Cardinal Capital Management, Inc.
INCREASED294,346293,443+903+0%$47.2M$45.7M-$1.5M2026-10-16
Vaughan David Investments LLC
DECREASED276,480276,555-750%$44.5M$42.9K-$44.5M2026-11-05
Ferguson Wellman Capital Management, Inc
DECREASED210,132210,670-5380%$33.9M$32.6M-$1.3M2026-10-05
Altrius Capital Management Inc
INCREASED75,85570,769+5,086+7%$11.4M$11.8M+$392.8K2026-11-05
Boston Common Asset Management, LLC
INCREASED51,27450,371+903+2%$8.1M$8.0M-$142.3K2026-10-13
Great Lakes Advisors, LLC
INCREASED34,35433,186+1,168+4%$5.3M$5.3M-$4.8K2026-11-06
Cohen Klingenstein LLC
UNCHANGED28,20028,20000%$4.5M$4.4M-$158.2K2026-10-15
Strengthening Families & Communities, LLC
NEW22,961—+22,961——$3.6M—2026-10-21
Henry James International Management Inc.
UNCHANGED21,24821,24800%$3.4M$3.3M-$119.2K2026-10-14
Gamma Investing LLC
INCREASED9,2058,073+1,132+14%$1.3M$1.4M+$130.5K2026-10-08
Sterling Capital Management LLC
INCREASED7,8407,293+547+8%$1.2M$1.2M+$54.5K2026-10-22
Chicago Trust Co NA
DECREASED5,0265,209-183-4%$837.2K$786.4K-$50.8K2026-10-28
Yousif Capital Management, LLC
INCREASED3,6213,556+65+2%$571.5K$566.6K-$5.0K2026-10-22
Fulton Bank, N.A.
DECREASED2,5382,692-154-6%$432.7K$397.1K-$35.6K2026-10-14
Albert D Mason Inc
UNCHANGED2,0382,03800%$327.9K$316.5K-$11.4K2026-10-27
Alta Capital Management LLC/
DECREASED2,0222,102-80-4%$338.2K$314.0K-$24.2K2026-10-26
Canopy Partners, LLC
INCREASED1,6121,564+48+3%$251.7K$250.3K-$1.3K2026-10-28
Enterprise Financial Services Corp
DECREASED1,5331,569-36-2%$252.5K$238.1K-$14.4K2026-11-03
Benedict Financial Advisors Inc
UNCHANGED1,5031,50300%$241.9K$233.4K-$8.4K2026-10-07
Asset Planning,Inc
UNCHANGED1,2681,26800%$310.1K$300.8K-$9.3K2026-10-26
PNC Financial Services Group, Inc.
INCREASED1,2581,083+175+16%$174.3K$195.4K+$21.1K2026-11-06
First Command Advisory Services, Inc.
INCREASED901234+667+285%$37.7K$139.9K+$102.3K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4281,179-751-64%$189.7K$66.5K-$123.2K2026-10-14
Westside Investment Management, Inc.
UNCHANGED27827800%$44.7K$43.2K-$1.6K2026-11-02
Boyd Watterson Asset Management LLC
UNCHANGED23423400%$37.6K$36.6K-$9962026-11-06
Adirondack Trust Co
UNCHANGED14814800%$23.8K$23.0K-$8302026-10-14
Proathlete Wealth Management LLC
UNCHANGED14514500%$23.3K$22.5K-$8132026-10-15
Ascentis Independent Advisors
NEW125—+125——$19.4K—2026-11-03
Ascentis Wealth Management, LLC
INCREASED10933+76+230%$5.3K$16.9K+$11.6K2026-11-03
Coston, McIsaac & Partners
UNCHANGED949400%$15.0K$14.6K-$4022026-11-06
Archer Investment Corp
UNCHANGED888800%$14.2K$13.7K-$4942026-11-05
Markowski Investments
UNCHANGED575700%$9.2K$8.9K-$3202026-10-30
Gleason Group, Inc.
UNCHANGED424200%$6.8K$6.6K-$1792026-10-15
Compass Financial Management LLC
UNCHANGED313100%$5.1K$4.9K-$1762026-10-30
Winch Advisory Services, LLC
UNCHANGED272700%$4.3K$4.2K-$1522026-11-06
Collaborative Fund Advisors, LLC
CLOSED03,263-3,263-100%$525.0K$0-$525.0K2026-11-02
Old National Bancorp
CLOSED01,731-1,731-100%$278.2K$0-$278.2K2026-10-20
Diversified Trust Co
CLOSED01,508-1,508-100%$242.4K$0-$242.4K2026-11-06
Salomon & Ludwin, LLC
CLOSED0936-936-100%$145.5K$0-$145.5K2026-10-29
Vermillion Wealth Management, Inc.
CLOSED0903-903-100%$145.3K$0-$145.3K2026-10-26
Paradigm Asset Management Co LLC
CLOSED0602-602-100%$96.9K$0-$96.9K2026-11-05
Horizon Financial Services, LLC
DECREASED020-20-100%$3.2K$0-$3.2K2026-11-04
SIT Investment Associates Inc
N/A—107,453-107,453-100%$17.3M———
Rhumbline Advisers
N/A—38,669-38,669-100%$6.2M———
Madison Asset Management, LLC
N/A—16,806-16,806-100%$2.7M———
FCA Corp
N/A—7,000-7,000-100%$1.1M———
Huntington National Bank
N/A—2,966-2,966-100%$477.3K———
Douglass Winthrop Advisors, LLC
N/A—2,933-2,933-100%$471.9K———
Cozad Asset Management Inc
N/A—2,156-2,156-100%$346.9K———
Pinnacle West Asset Management, Inc.
N/A—1,930-1,930-100%$311.0K———
Front Row Advisors LLC
N/A—1,402-1,402-100%$226.5K———
Ancora Advisors LLCA
N/A—512-512-100%$82.4K———
IMA Advisory Services, Inc.
N/A—230-230-100%$37.0K———
Financial Gravity Companies, Inc.
N/A—223-223-100%$35.9K———
Hantz Financial Services, Inc.
N/A—153-153-100%$25———
Wellington-Altus USA Inc.
N/A—116-116-100%$13.7K———
Mark Sheptoff Financial Planning, LLC
N/A—20-20-100%$3.2K———
Showing 57 of 57 institutions