Schneider Elec (SBGSY): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Who owns Schneider Elec?
Schneider Elec trades in the U.S. through ADRs, certificates that represent shares of a non-U.S. company. Form 13F counts ADRs while the company reports ordinary shares, so we do not compute percentages. As of Jun 30, 2026, the largest ADR holders reported on Form 13F were Cardinal Capital Management (623,232 ADRs), Hemenway Trust (619,162 ADRs) and Broderick Brian C (253,016 ADRs).
Which institutions hold the most Schneider Elec shares?
Per Form 13F filings as of Jun 30, 2026, in ADRs:
- 1. Cardinal Capital Management: 623,232 ADRs
- 2. Hemenway Trust: 619,162 ADRs
- 3. Broderick Brian C: 253,016 ADRs
- 4. Madison Asset Management: 246,582 ADRs
- 5. Douglass Winthrop Advisors: 181,286 ADRs
- 6. Azimuth Capital Investment Management: 178,099 ADRs
- 7. Michael J Puzo: 170,477 ADRs
- 8. Kurt F Somerville: 162,049 ADRs
- 9. Kidder Stephen W: 142,926 ADRs
- 10. Ramirez Asset Management: 136,906 ADRs
We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of SBGSY (all 13F filers)
- Cardinal Capital Management623 KType not verified+19 K
- Hemenway Trust619 KWealth adviser+2,193
- Broderick Brian C253 KWealth adviser+4,318
- Madison Asset Management247 KType not verified+6,591
- Douglass Winthrop Advisors181 KType not verified−4,067
- Azimuth Capital Investment Management178 KType not verified+178 K
- Michael J Puzo170 KWealth adviser−1,118
- Kurt F Somerville162 KWealth adviser−9,407
- Kidder Stephen W143 KWealth adviser+1,165
- Ramirez Asset Management137 KType not verified+12 K
- Shares
- 623 K
- Change
- +19 K
See more
- Type
- Type not verified
- Value
- $40.6M
- Shares
- 619 K
- Change
- +2,193
See more
- Type
- Wealth adviser
- Value
- $40.4M
- Shares
- 253 K
- Change
- +4,318
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- Type
- Wealth adviser
- Value
- $16.5M
- Shares
- 247 K
- Change
- +6,591
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- Type
- Type not verified
- Value
- $16.1M
- Shares
- 181 K
- Change
- −4,067
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- Type
- Type not verified
- Value
- $11.8M
- Shares
- 178 K
- Change
- +178 K
See more
- Type
- Type not verified
- Value
- $11.6M
- Shares
- 170 K
- Change
- −1,118
See more
- Type
- Wealth adviser
- Value
- $11.1M
- Shares
- 162 K
- Change
- −9,407
See more
- Type
- Wealth adviser
- Value
- $10.6M
- Shares
- 143 K
- Change
- +1,165
See more
- Type
- Wealth adviser
- Value
- $9.3M
- Ramirez Asset Management
- Shares
- 137 K
- Change
- +12 K
See more
- Type
- Type not verified
- Value
- $8.9M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗