Institutional Ownership Solaredge Technologies, Inc. (SEDG)
This table provides information about the institutional ownership of Solaredge Technologies, Inc. (SEDG). We have compiled data on the 357 institutions that hold shares in the stock, with a total of 54.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
230
shares
|
$5,809
0.0% of portfolio
|
Q3 2024
Added 48.39%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
200
shares
|
$5,052
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
184
shares
|
$4,647
0.0% of portfolio
|
Q2 2025
Reduced 39.47%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
182
shares
|
$4,597
0.01% of portfolio
|
Q3 2024
Added 527.59%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
181
shares
|
$4,572
0.04% of portfolio
|
Q2 2022
Reduced 16.97%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
179
shares
|
$4,521
0.04% of portfolio
|
Q3 2022
Reduced 5.29%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
171
shares
|
$4,319
0.0% of portfolio
|
Q1 2025
Added 64.42%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
166
shares
|
$4,193
0.0% of portfolio
|
Q3 2024
Added 361.11%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
135
shares
|
$3,410
0.0% of portfolio
|
Q1 2025
Reduced 67.23%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
133
shares
|
$3,359
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
111
shares
|
$2,803
0.0% of portfolio
|
Q4 2023
Reduced 78.36%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
100
shares
|
$2,526
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
100
shares
|
$2,526
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
85
shares
|
$2,147
0.0% of portfolio
|
Q3 2021
Added 2.21%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
82
shares
|
$2,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
67
shares
|
$1,692
0.0% of portfolio
|
Q1 2025
Added 81.08%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
63
shares
|
$1,591
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
60
shares
|
$1,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
59
shares
|
$1,490
0.0% of portfolio
|
Q2 2024
Reduced 98.07%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
54
shares
|
$1,364
0.0% of portfolio
|
Q3 2023
Added 3.85%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
53
shares
|
$1,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
50
shares
|
$1,263
0.0% of portfolio
|
Q2 2022
Reduced 9.09%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
45
shares
|
$1,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
38
shares
|
$959
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
36
shares
|
$909
0.0% of portfolio
|
Q3 2024
New holding
|