Institutional Ownership Schneider Electric Se Unsponso (SBGSY)
This table provides information about the institutional ownership of Schneider Electric Se Unsponso (SBGSY). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 2.97 Million shares, which have been reported (via 13F filing form) to have a value of $156 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
5,852
shares
|
$307,522
0.1% of portfolio
|
Q1 2025
Added 0.69%
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
5,837
shares
|
$306,734
0.01% of portfolio
|
Q1 2025
Reduced 49.25%
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
3,967
shares
|
$208,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,165
shares
|
$166,320
0.06% of portfolio
|
Q2 2022
Reduced 4.98%
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,793
shares
|
$94,222
0.04% of portfolio
|
Q1 2025
New holding
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
1,481
shares
|
$77,826
0.03% of portfolio
|
Q3 2023
Reduced 51.93%
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,320
shares
|
$69,366
0.06% of portfolio
|
Q4 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
843
shares
|
$44,299
0.0% of portfolio
|
Q2 2025
New holding
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
840
shares
|
$44,142
0.01% of portfolio
|
Q1 2025
Added 4.48%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
660
shares
|
$34,683
0.0% of portfolio
|
Q2 2022
Reduced 39.67%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
625
shares
|
$32,843
0.0% of portfolio
|
Q1 2022
New holding
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
347
shares
|
$18,234
0.0% of portfolio
|
Q4 2024
Reduced 19.11%
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
292
shares
|
$15,344
0.0% of portfolio
|
Q1 2025
Reduced 62.76%
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
240
shares
|
$12,612
0.0% of portfolio
|
Q3 2022
New holding
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
174
shares
|
$9,143
0.01% of portfolio
|
Q1 2023
New holding
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
60
shares
|
$3,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
56
shares
|
$2,942
0.0% of portfolio
|
Q2 2024
New holding
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
13
shares
|
$683
0.0% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|