SAP SE
SAP- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001000184
近 90 天，SAP SE 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 818 家機構在 13F 申報持有，市值合計 $129.7 億；大師中只有Oakmark（Harris Associates）持有。
其他股別SAPGF
2023 年第 4 季 13F 持有人
SAP SE 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 647
- 較 2023 年第 3 季 +74 家
- 持有股數
- 6,604 萬
- 較 2023 年第 3 季 +46.9 萬 (+0.7%)
- 總市值
- $102.2 億
- 較 2023 年第 3 季 +$17.4 億 (+20.5%)
- 新進機構
- 125
- 另有 220 家加碼
- 清倉機構
- 51
- 另有 205 家減碼
另有 11 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SAP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 818 | $129.7 億 |
| 2026 年第 1 季 | 847 | $148.7 億 |
| 2025 年第 4 季 | 931 | $170.4 億 |
| 2025 年第 3 季 | 930 | $193.2 億 |
| 2025 年第 2 季 | 970 | $218.6 億 |
| 2025 年第 1 季 | 889 | $196.1 億 |
| 2024 年第 4 季 | 859 | $173.6 億 |
| 2024 年第 3 季 | 792 | $157.5 億 |
| 2024 年第 2 季 | 743 | $141.8 億 |
| 2024 年第 1 季 | 706 | $126.1 億 |
| 2023 年第 4 季 | 647 | $102.2 億 |
| 2023 年第 3 季 | 584 | $85.0 億 |
| 2023 年第 2 季 | 570 | $81.1 億 |
| 2023 年第 1 季 | 532 | $74.9 億 |
| 2022 年第 4 季 | 493 | $61.7 億 |
| 2022 年第 3 季 | 451 | $50.5 億 |
| 2022 年第 2 季 | 490 | $54.5 億 |
| 2022 年第 1 季 | 507 | $59.3 億 |
| 2021 年第 4 季 | 535 | $67.6 億 |
| 2021 年第 3 季 | 525 | $68.2 億 |
| 2021 年第 2 季 | 513 | $72.5 億 |
| 2021 年第 1 季 | 505 | $64.9 億 |
2023 年第 4 季持有機構
每家機構持有 SAP SE 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cambiar Investors LLC | 120,837 | $1,868 萬 | 0.74% | −56,836−32.0% | 減碼 |
| Massachusetts Financial Services Co | 129,374 | $2,000 萬 | 0.01% | +6,372+5.2% | 加碼 |
| Davis Selected Advisers | 139,367 | $2,154 萬 | 0.12% | −1,545−1.1% | 減碼 |
| Citigroup Inc | 140,354 | $2,170 萬 | 0.03% | +125+0.1% | 加碼 |
| Cardinal Capital Management, Inc. | 155,476 | $2,404 萬 | 1.14% | −8,093−4.9% | 減碼 |
| Jarislowsky, Fraser Ltd | 159,578 | $2,467 萬 | 0.15% | −17,306−9.8% | 減碼 |
| SEI Investments Co | 162,275 | $2,509 萬 | 0.04% | −6,438−3.8% | 減碼 |
| GWM Advisors LLC | 166,126 | $2,586 萬 | 0.25% | +163,264+5,704.5% | 加碼 |
| Night Owl Capital Management, LLC | 210,484 | $2,722 萬 | 6.82% | 00.0% | 不變 |
| US Bancorp | 186,586 | $2,884 萬 | 0.04% | +26,563+16.6% | 加碼 |
| Bank of Montreal | 186,241 | $2,962 萬 | 0.02% | −10,586−5.4% | 減碼 |
| Stifel Financial Corp | 202,585 | $3,132 萬 | 0.04% | +9,209+4.8% | 加碼 |
| Becker Capital Management Inc | 207,327 | $3,205 萬 | 1.16% | −11,404−5.2% | 減碼 |
| Causeway Capital Management LLC | 219,972 | $3,401 萬 | 0.87% | −70,349−24.2% | 減碼 |
| Brandes Investment Partners, LP | 300,129 | $4,640 萬 | 0.70% | +99,652+49.7% | 加碼 |
| Credential Qtrade Securities Inc. | 323,740 | $5,005 萬 | 2.98% | +6,747+2.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 323,951 | $5,008 萬 | 0.03% | −12,446−3.7% | 減碼 |
| Neuberger Berman Group LLC | 359,957 | $5,564 萬 | 0.05% | −43,467−10.8% | 減碼 |
| Natixis Advisors, L.P. | 404,730 | $6,257 萬 | 0.16% | +31,135+8.3% | 加碼 |
| Bank of New York Mellon Corp | 430,647 | $6,657 萬 | 0.01% | −2,633−0.6% | 減碼 |
| Crawford Investment Counsel Inc | 451,488 | $6,980 萬 | 1.40% | +2,047+0.5% | 加碼 |
| Mar Vista Investment Partners LLC | 463,735 | $7,169 萬 | 3.27% | −28,022−5.7% | 減碼 |
| Lazard Asset Management LLC | 472,834 | $7,309 萬 | 0.09% | −9,928−2.1% | 減碼 |
| Principal Financial Group Inc | 512,688 | $7,926 萬 | 0.05% | +6,999+1.4% | 加碼 |
| JPMorgan Chase & Co | 597,595 | $9,238 萬 | 0.01% | +92,073+18.2% | 加碼 |
| Raymond James & Associates | 636,776 | $9,844 萬 | 0.07% | −3,468−0.5% | 減碼 |
| First Trust Advisors LP | 740,661 | $1.14 億 | 0.12% | −112,825−13.2% | 減碼 |
| Royal Bank of Canada | 831,189 | $1.28 億 | 0.03% | +19,161+2.4% | 加碼 |
| Northern Trust Corp | 844,219 | $1.31 億 | 0.02% | −53,211−5.9% | 減碼 |
| Fiduciary Management Inc | 1,077,713 | $1.67 億 | 1.56% | −431,565−28.6% | 減碼 |
| Envestnet Asset Management Inc | 1,086,658 | $1.68 億 | 0.07% | +26,031+2.5% | 加碼 |
| Wells Fargo & Company | 1,165,650 | $1.80 億 | 0.05% | +42,300+3.8% | 加碼 |
| BlackRock Inc. | 1,183,660 | $1.83 億 | 0.00% | +8,607+0.7% | 加碼 |
| Bank of America Corp | 1,219,487 | $1.89 億 | 0.02% | −57,149−4.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,222,936 | $1.89 億 | 0.20% | +259,607+26.9% | 加碼 |
| Polen Capital Management LLC | 1,242,694 | $1.92 億 | 0.47% | −19,980−1.6% | 減碼 |
| Ameriprise Financial Inc | 1,359,143 | $2.11 億 | 0.06% | −61,112−4.3% | 減碼 |
| Goldman Sachs Group Inc | 1,399,636 | $2.16 億 | 0.05% | −28,815−2.0% | 減碼 |
| Windacre Partnership LLC | 2,011,400 | $3.11 億 | 4.72% | −217,700−9.8% | 減碼 |
| Clearbridge Investments, LLC | 2,074,939 | $3.21 億 | 0.28% | −287,954−12.2% | 減碼 |
| Morgan Stanley | 2,819,310 | $4.36 億 | 0.04% | +47,452+1.7% | 加碼 |
| Eagle Capital Management LLC | 4,436,724 | $6.86 億 | 2.91% | +785,812+21.5% | 加碼 |
| Fisher Asset Management, LLC | 5,308,043 | $8.21 億 | 0.43% | −193,693−3.5% | 減碼 |
| Harding Loevner LP | 5,432,890 | $8.55 億 | 4.80% | −114,939−2.1% | 減碼 |
| FMR LLC | 6,044,628 | $9.34 億 | 0.07% | +180,381+3.1% | 加碼 |
| Capital International Investors | 9,947,613 | $15.4 億 | 0.34% | +746,386+8.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | 不變 |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −232,737−100.0% | 清倉 |
| Consolidated Press International Holdings Ltd | 0 | $0 | 0.00% | −168,052−100.0% | 清倉 |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −87,049−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −39,224−100.0% | 清倉 |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −29,954−100.0% | 清倉 |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −21,998−100.0% | 清倉 |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −21,100−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,142−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −13,075−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −9,219−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −6,183−100.0% | 清倉 |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −5,620−100.0% | 清倉 |
| Saratoga Research & Investment Management | 0 | $0 | 0.00% | −5,350−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,854−100.0% | 清倉 |
| Twelve Points Wealth Management LLC | 0 | $0 | 0.00% | −4,537−100.0% | 清倉 |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −3,672−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,325−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −3,077−100.0% | 清倉 |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −2,712−100.0% | 清倉 |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −2,611−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,394−100.0% | 清倉 |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −2,298−100.0% | 清倉 |
| Savant Capital, LLC | 0 | $0 | 0.00% | −2,126−100.0% | 清倉 |
| Cottonwood Capital Advisors, LLC | 0 | $0 | 0.00% | −1,938−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −1,862−100.0% | 清倉 |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,853−100.0% | 清倉 |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −1,118−100.0% | 清倉 |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −1,050−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −545−100.0% | 清倉 |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −517−100.0% | 清倉 |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −475−100.0% | 清倉 |
| Park Place Capital Corp | 0 | $0 | 0.00% | −404−100.0% | 清倉 |
| Bollard Group LLC | 0 | $0 | 0.00% | −206−100.0% | 清倉 |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −127−100.0% | 清倉 |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −105−100.0% | 清倉 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Washington Trust Co | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −41−100.0% | 清倉 |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Quilter Plc | 0 | $0 | 0.00% | −740−100.0% | 清倉 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Polaris Wealth Advisory Group, LLC | – | – | – | – | 本季未申報 |