Siemens AG

SIEGY • OTC

Siemens AG is a publicly traded company on OTC. As of Q3 2025, 50 institutional investors hold shares in this company, with total holdings valued at $94.9M. Cardinal Capital Management, Inc. is the largest holder with a position valued at $37.9M.

Overview

Overview of institutional ownership in SIEGY as of Q3 2025

All Institutions

Institutions: 50
Value Held: $94.9M
Shares Held: 702.2K
Avg Position: $1.9M
Median Position: $285.2K

Hedge Funds

Hedge Funds: 2
Value Held: $4.6M
Shares Held: 34.1K
Avg Position: $2.3M
Median Position: $2.3M

Biggest Investors

Institutions with the largest positions in SIEGY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Cardinal Capital Management, Inc. RIA/Wealth	Emily Anne Burt Chairman	$37.9M 1.40% of portfolio	0.00% 280.6K shares	Q4 2024 Held for 11 months	$2.7B
MERITAGE PORTFOLIO MANAGEMENT Long Only Manager	Mark Everett Eveans President	$9.0M 0.60% of portfolio	0.00% 66.3K shares	Q4 2024 Held for 11 months	$1.5B
Altrius Capital Management Inc RIA/Wealth	James Michael Russo CEO	$8.8M 2.38% of portfolio	0.00% 65.3K shares	Q4 2022 Held for 2y 11m	$369.9M
Boston Common Asset Management, LLC Long Only Manager	Kristina Ingrid Eisnor CCO	$7.1M 0.42% of portfolio	0.00% 52.8K shares	Q1 2025 Held for 8 months	$1.7B
RHUMBLINE ADVISERS Long Only Manager	Denise Andrea D'Entremont CEO	$4.2M 0.00% of portfolio	0.00% 31.3K shares	Q2 2023 Held for 2y 5m	$124.42B
C Cohen Klingenstein, LLC Hedge Fund•Sector	Thomas Davis Klingenstein Managing Partner	$3.9M 0.12% of portfolio	0.00% 28.6K shares	Q4 2022 Held for 2y 11m	$3.2B
GREAT LAKES ADVISORS, LLC Long Only Manager	Thomas Regan Kiley CEO	$3.8M 0.03% of portfolio	0.00% 27.9K shares	Q1 2023 Held for 2y 8m	$11.3B
YOUSIF CAPITAL MANAGEMENT, LLC Long Only Manager	Kevin Khairi Yousif President	$3.0M 0.03% of portfolio	0.00% 22.4K shares	Q4 2022 Held for 2y 11m	$9.2B
S Strengthening Families & Communities, LLC Institution	-	$2.8M 0.64% of portfolio	0.00% 21.0K shares	Q3 2025 Held for 2 months	$444.6M
Madison Asset Management, LLC Long Only Manager	Steven Allan Carl Chairman	$2.2M 0.02% of portfolio	0.00% 16.6K shares	Q1 2023 Held for 2y 8m	$9.0B

Net Capital Flow

Institutional buying and selling activity for SIEGY in Q3 2025

Traded: +$1.2M
Buyers: 18
Sellers: 17
Total Bought: +$5.0M
Total Sold: −$3.8M
Avg Position: $1.9M

Biggest Buyers

Institution	Net Bought	Current Position
S Strengthening Families & Communities, LLC Institution	+$2.8M +21.0K shares	$2.8M 21.0K shares
Boston Common Asset Management, LLC Long Only Manager	+$878.4K +6.5K shares	$7.1M 52.8K shares
KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth	+$225.9K +1.7K shares	$225.9K 1.7K shares
ENTERPRISE FINANCIAL SERVICES CORP Institution	+$202.9K +1.5K shares	$202.9K 1.5K shares
V Vermillion Wealth Management, Inc. RIA/Wealth	+$122.7K +909.0 shares	$122.7K 909.0 shares
GAMMA Investing LLC Long Only Manager	+$119.2K +883.0 shares	$832.3K 6.2K shares
C CHICAGO TRUST Co NA Institution	+$114.7K +852.0 shares	$674.2K 5.0K shares
GREAT LAKES ADVISORS, LLC Long Only Manager	+$105.0K +778.0 shares	$3.8M 27.9K shares
NBC SECURITIES, INC. RIA/Wealth	+$101.8K +21.0 shares	$101.8K 756.0 shares
HighPoint Advisor Group LLC RIA/Wealth	+$95.6K +708.0 shares	$353.4K 2.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
MERITAGE PORTFOLIO MANAGEMENT Long Only Manager	−$945.6K −7.0K shares	$9.0M 66.3K shares
Altrius Capital Management Inc RIA/Wealth	−$669.8K −5.0K shares	$8.8M 65.3K shares
Myriad Asset Management US LP Hedge Fund•Global Macro	−$638.1K −4.7K shares	$748.1K 5.5K shares
RHUMBLINE ADVISERS Long Only Manager	−$457.4K −3.4K shares	$4.2M 31.3K shares
YOUSIF CAPITAL MANAGEMENT, LLC Long Only Manager	−$452.4K −3.4K shares	$3.0M 22.4K shares
Cardinal Capital Management, Inc. RIA/Wealth	−$281.5K −2.1K shares	$37.9M 280.6K shares
A AdvisorShares Investments LLC Institution	−$178.3K −1.3K shares	$1.0M 7.7K shares
Madison Asset Management, LLC Long Only Manager	−$52.7K −390.0 shares	$2.2M 16.6K shares
M Moloney Securities Asset Management, LLC RIA/Wealth	−$26.7K −198.0 shares	$308.2K 2.3K shares
S Skopos Labs, Inc. RIA/Wealth	−$21.7K −169.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SIEGY in Q3 2025

New Positions: 4
New Value: $595.7K
Exited Positions: 1
Exited Value: $21.7K

New Positions

Institution	Position Value
KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth	$225.9K 1.7K shares
ENTERPRISE FINANCIAL SERVICES CORP Institution	$202.9K 1.5K shares
NBC SECURITIES, INC. RIA/Wealth	$101.8K 756.0 shares
Steigerwald, Gordon & Koch Inc. RIA/Wealth	$65.1K 482.0 shares

Exited Positions

Institution	Previous Position
S Skopos Labs, Inc. RIA/Wealth	$21.7K 169.0 shares

Options Activity

Institutions with the largest Call and Put options positions in SIEGY as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SIEGY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Altrius Capital Management Inc RIA/Wealth	James Michael Russo CEO	2.38% $8.8M	0.00% 65.3K shares	Q4 2022 Held for 2y 11m	$369.9M
Cardinal Capital Management, Inc. RIA/Wealth	Emily Anne Burt Chairman	1.40% $37.9M	0.00% 280.6K shares	Q4 2024 Held for 11 months	$2.7B
S Strengthening Families & Communities, LLC Institution	-	0.64% $2.8M	0.00% 21.0K shares	Q3 2025 Held for 2 months	$444.6M
C Corient IA LLC Fund of Funds	Francisco Tobias Marin CFO	0.63% $810.1K	0.00% 6.0K shares	Q1 2025 Held for 8 months	$128.0M
MERITAGE PORTFOLIO MANAGEMENT Long Only Manager	Mark Everett Eveans President	0.60% $9.0M	0.00% 66.3K shares	Q4 2024 Held for 11 months	$1.5B
Myriad Asset Management US LP Hedge Fund•Global Macro	Carl Huttenlocher CIO	0.44% $748.1K	0.00% 5.5K shares	Q2 2025 Held for 5 months	$168.4M
Boston Common Asset Management, LLC Long Only Manager	Kristina Ingrid Eisnor CCO	0.42% $7.1M	0.00% 52.8K shares	Q1 2025 Held for 8 months	$1.7B
Henry James International Management Inc. Long Only Manager	James Henry O'Leary CEO	0.38% $1.0M	0.00% 7.6K shares	Q4 2022 Held for 2y 11m	$271.0M
FCA CORP /TX RIA/Wealth	Robert Warner Scharar CEO	0.27% $945.1K	0.00% 7.0K shares	Q4 2022 Held for 2y 11m	$353.4M
A ALBERT D MASON INC Institution	-	0.22% $290.3K	0.00% 2.2K shares	Q1 2025 Held for 8 months	$130.1M