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Who Owns SAP SE

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SAP SE.

Who crossed 5% of SAP →
Managers holding
31
as of 2026-09-30
Reported value
$17.4M
summed across filings
Shares held
83.2K
Added vs trimmed
9 / 12
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Legacy Wealth Asset Management, LLCSPON ADR14.5K shadded$3M
Cox Capital Mgt LLCADR10.7K shtrimmed$2.2M
Farther Finance Advisors, LLCADR7.4K shtrimmed$1.5M
GAMMA Investing LLCADR6.6K shadded$1.4M
Family Legacy Financial Solutions, LLCORDF5.8K shheld$1.2M
Ridgewood Investments LLCSPON ADR4.4K shtrimmed$920.2K
YHB Investment Advisors, Inc.SPON ADR4.1K shtrimmed$855.6K
Valeo Financial Advisors, LLCADR4K shadded$835K
Vann Equity Management LLCSPON ADR4K shtrimmed$832.1K
CANANDAIGUA NATIONAL BANK & TRUST COCom4K shadded$823.5K
Investors Research CorpSPON ADR3K shtrimmed$624.4K
Wedmont Private CapitalSPON ADR2.1K shadded$435.8K
Apella Capital, LLCSPON ADR1.8K shadded$383.5K
Rosenberg Matthew HamiltonADR1.6K shadded$342.3K
PARK NATIONAL CORP /OH/Com1.6K shtrimmed$329.8K
BAKER TILLY WEALTH MANAGEMENT, LLCSPON ADR1.3K shtrimmed$274.6K
RIVERSEDGE ADVISORS, LLCSPON ADR1.2K shadded$255.8K
Avidian Wealth Enterprises, LLCSPON ADR1.1K sh—$235K
MOODY NATIONAL BANK TRUST DIVISIONSPON ADR989 shtrimmed$206.2K
Veery Capital, LLCSPON ADR972 sh—$202.6K
EASTERN BANKSPON ADR724 shtrimmed$150.9K
Grove Bank & TrustSPON ADR605 shtrimmed$126.1K
CoreCap Advisors, LLCADR173 shtrimmed$36.1K
AMERICAN NATIONAL BANK & TRUSTSPON ADR152 shheld$31.7K
ELEVATION WEALTH PARTNERS, LLCSPON ADR150 shheld$31.3K
Aventus Investment Advisors, Inc.ADR110 shheld$22.9K
Retirement Wealth Solutions LLCSPON ADR90 shadded$18.8K
Bullock Wealth Management GroupADR28 shheld$5.9K
GK Wealth Management LLCSPON ADR25 sh—$5.2K
GILPIN WEALTH MANAGEMENT, LLCSPON ADR14 sh—$2.9K
Pacifica Partners Inc.SPON ADR8 shheld$1.7K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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