SCHNEIDER ELECT SE-UNSP ADR (SBGSY) Institutional Ownership Changes & 13F Activity

SCHNEIDER ELECT SE-UNSP ADR (SBGSY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Azimuth Capital Investment Management Llc, Ramirez Asset Management, Inc., Somerville Kurt F, Elefante Mark B, and Collaborative Fund Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Delaney Dennis RSell-3,760-2.7%135,850$8.85MQ2 2026Aug 21, 2026
Kidder Stephen WBuy+1,165+0.8%142,926$9.32MQ2 2026Aug 21, 2026
Ancora Advisors LlcSell-131-18.8%565$36.83KQ2 2026Aug 14, 2026
Ramirez Asset Management, Inc.Buy+11,579+9.2%136,906$8.93MQ2 2026Aug 13, 2026
Elefante Mark BBuy+8,800+10.0%96,539$6.29MQ2 2026Aug 13, 2026
Douglass Winthrop Advisors, LlcSell-4,067-2.2%181,286$11.82MQ2 2026Aug 13, 2026
Front Row Advisors LlcBuy+3,520+131.1%6,205$436.52KQ2 2026Aug 13, 2026
Dempze Nancy EBuy+1,116+1.2%90,891$5.92MQ2 2026Aug 13, 2026
Hantz Financial Services, Inc.Sell-293-29.5%699$46.00KQ2 2026Aug 13, 2026
Rmg Wealth Management LlcBuy+134134$9.59KQ2 2026Aug 13, 2026
Azimuth Capital Investment Management LlcBuy+178,099178,099$11.62MQ2 2026Aug 12, 2026
Rhumbline AdvisersBuy+5,534+8.1%74,047$4.83MQ2 2026Aug 12, 2026
Somerville Kurt FSell-9,407-5.5%162,049$10.56MQ2 2026Aug 11, 2026
Broderick Brian CBuy+4,318+1.7%253,016$16.49MQ2 2026Aug 11, 2026
Hemenway Trust Co LlcBuy+2,193+0.4%619,162$40.36MQ2 2026Aug 11, 2026
Puzo Michael JSell-1,118-0.7%170,477$11.11MQ2 2026Aug 11, 2026
Notis-Mcconarty EdwardBuy+425+0.5%85,119$5.55MQ2 2026Aug 11, 2026
Madison Asset Management, LlcBuy+6,591+2.7%246,582$16.07MQ2 2026Aug 10, 2026
First Command Advisory Services, Inc.Buy+214+563.2%252$16.43KQ2 2026Aug 10, 2026
Ima Advisory Services, Inc.Buy+40+71.4%96$6.26KQ2 2026Aug 10, 2026
Salomon & Ludwin, LlcBuy+481+53.2%1,385$86.84KQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+239+5.0%5,032$327.99KQ2 2026Aug 07, 2026
Paradigm Asset Management Co LlcBuy+119+8.0%1,600$104.29KQ2 2026Aug 06, 2026
Enterprise Financial Services CorpBuy+3,0743,074$200.36KQ2 2026Aug 04, 2026
Collaborative Fund Advisors, LlcBuy+7,3767,376$480.77KQ2 2026Jul 31, 2026
Kornitzer Capital Management IncBuy+3,1073,107$202.76KQ2 2026Jul 31, 2026
Mitchell Capital Management CoBuy+686+1.3%52,979$3.45MQ2 2026Jul 30, 2026
Sterling Capital Management LlcBuy+1,104+3.7%31,034$2.03MQ2 2026Jul 28, 2026
Wendell David Associates IncBuy+5,3855,385$351.00KQ2 2026Jul 27, 2026
Trivant Custom Portfolio Group, LlcBuy+57+0.3%19,252$1.25MQ2 2026Jul 27, 2026
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Frequently asked questions about SBGSY activity

  • Which institutional owners are buying SBGSY?

    Institutional owners buying SBGSY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SBGSY activity?

    "Buy" means an investor increased their reported position in SBGSY compared to the prior reporting period. This reflects growing exposure to SCHNEIDER ELECT SE-UNSP ADR (SBGSY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SBGSY increasing?

    Institutional interest in SBGSY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.