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
2024 年第 2 季 13F 持有人
SAP SE 在 2024/6/30 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
- 743
- 較 2024 年第 1 季 +46 家
- 持有股數
- 7,036 萬
- 較 2024 年第 1 季 +603.5 萬 (+9.4%)
- 總市值
- $141.8 億
- 較 2024 年第 1 季 +$16.4 億 (+13.0%)
- 新進機構
- 92
- 另有 298 家加碼
- 清倉機構
- 46
- 另有 235 家減碼
另有 9 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 |
2024 年第 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital International Investors | 10,458,531 | $21.1 億 | 0.43% | +507,734+5.1% | 加碼 |
| FMR LLC | 8,379,811 | $16.9 億 | 0.11% | +2,047,177+32.3% | 加碼 |
| Harding Loevner LP | 5,158,382 | $10.4 億 | 5.74% | +1,298,709+33.6% | 加碼 |
| Fisher Asset Management, LLC | 4,830,489 | $9.74 億 | 0.42% | −210,889−4.2% | 減碼 |
| Eagle Capital Management LLC | 4,642,748 | $9.36 億 | 3.47% | +363,978+8.5% | 加碼 |
| Morgan Stanley | 2,951,836 | $5.95 億 | 0.05% | +105,621+3.7% | 加碼 |
| Bank of America Corp | 2,352,494 | $4.75 億 | 0.05% | +747,739+46.6% | 加碼 |
| Clearbridge Investments, LLC | 1,909,543 | $3.85 億 | 0.31% | −8,489−0.4% | 減碼 |
| Windacre Partnership LLC | 1,717,200 | $3.46 億 | 4.56% | −146,800−7.9% | 減碼 |
| Goldman Sachs Group Inc | 1,627,483 | $3.28 億 | 0.06% | +158,464+10.8% | 加碼 |
| Ameriprise Financial Inc | 1,374,077 | $2.78 億 | 0.08% | +56,498+4.3% | 加碼 |
| Macquarie Group Ltd | 1,272,753 | $2.57 億 | 0.29% | +1,272,617+935,747.8% | 加碼 |
| Polen Capital Management LLC | 1,254,529 | $2.53 億 | 0.63% | −20,197−1.6% | 減碼 |
| BlackRock Inc. | 1,043,831 | $2.11 億 | 0.00% | +3530.0% | 加碼 |
| Wells Fargo & Company | 987,765 | $1.99 億 | 0.05% | −57,055−5.5% | 減碼 |
| Envestnet Asset Management Inc | 985,251 | $1.99 億 | 0.07% | −50,773−4.9% | 減碼 |
| Northern Trust Corp | 832,672 | $1.68 億 | 0.03% | −4,346−0.5% | 減碼 |
| Royal Bank of Canada | 745,281 | $1.50 億 | 0.04% | −45,848−5.8% | 減碼 |
| Groupama Asset Managment | 678,088 | $1.37 億 | 2.83% | +35,711+5.6% | 加碼 |
| Westfield Capital Management Co LP | 671,132 | $1.35 億 | 0.67% | +368,944+122.1% | 加碼 |
| Raymond James & Associates | 631,961 | $1.27 億 | 0.08% | +22,438+3.7% | 加碼 |
| Principal Financial Group Inc | 606,797 | $1.22 億 | 0.07% | −14,620−2.4% | 減碼 |
| JPMorgan Chase & Co | 540,802 | $1.09 億 | 0.01% | +1,513+0.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 448,289 | $9,042 萬 | 0.08% | −568,092−55.9% | 減碼 |
| Crawford Investment Counsel Inc | 436,793 | $8,811 萬 | 1.68% | −1,721−0.4% | 減碼 |
| Neuberger Berman Group LLC | 392,470 | $7,912 萬 | 0.06% | +44,572+12.8% | 加碼 |
| Mar Vista Investment Partners LLC | 383,093 | $7,727 萬 | 3.80% | −57,876−13.1% | 減碼 |
| Bank of New York Mellon Corp | 370,021 | $7,464 萬 | 0.01% | −25,339−6.4% | 減碼 |
| Aviso Financial Inc. | 353,747 | $7,136 萬 | 3.98% | +353,747 | 新進 |
| Manufacturers Life Insurance Company, The | 294,924 | $5,949 萬 | 0.06% | −4,852−1.6% | 減碼 |
| Natixis Advisors, L.P. | 294,325 | $5,937 萬 | 0.13% | −32,893−10.1% | 減碼 |
| Lazard Asset Management LLC | 287,640 | $5,802 萬 | 0.07% | −174,730−37.8% | 減碼 |
| Keystone Investors Pte Ltd | 285,572 | $5,760 萬 | 4.85% | +279,852+4,892.5% | 加碼 |
| First Trust Advisors LP | 284,075 | $5,730 萬 | 0.06% | −946−0.3% | 減碼 |
| Brandes Investment Partners, LP | 249,857 | $5,026 萬 | 0.62% | −24,509−8.9% | 減碼 |
| Night Owl Capital Management, LLC | 214,537 | $4,327 萬 | 6.47% | −2,362−1.1% | 減碼 |
| Causeway Capital Management LLC | 207,727 | $4,190 萬 | 1.14% | +6,170+3.1% | 加碼 |
| GWM Advisors LLC | 197,976 | $3,993 萬 | 0.29% | +15,604+8.6% | 加碼 |
| Becker Capital Management Inc | 190,403 | $3,841 萬 | 1.32% | −12,674−6.2% | 減碼 |
| Stifel Financial Corp | 187,452 | $3,781 萬 | 0.04% | −8,288−4.2% | 減碼 |
| SEI Investments Co | 168,264 | $3,394 萬 | 0.05% | +6,785+4.2% | 加碼 |
| Citigroup Inc | 166,492 | $3,358 萬 | 0.03% | −578,444−77.7% | 減碼 |
| Bank of Montreal | 165,383 | $3,356 萬 | 0.02% | −10,670−6.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 166,287 | $3,354 萬 | 0.06% | +111,287+202.3% | 加碼 |
| Kodai Capital Management LP | 146,218 | $2,949 萬 | 0.56% | +81,094+124.5% | 加碼 |
| US Bancorp | 139,648 | $2,817 萬 | 0.04% | −11,710−7.7% | 減碼 |
| Millennium Management LLC | 134,627 | $2,716 萬 | 0.02% | +52,379+63.7% | 加碼 |
| Jarislowsky, Fraser Ltd | 131,643 | $2,655 萬 | 0.16% | −15,693−10.7% | 減碼 |
| Massachusetts Financial Services Co | 129,213 | $2,606 萬 | 0.01% | +773+0.6% | 加碼 |
| Point72 Asset Management, L.P. | 123,822 | $2,498 萬 | 0.08% | +123,822 | 新進 |
| Foresight Global Investors, Inc. | 119,406 | $2,409 萬 | 11.58% | +6,078+5.4% | 加碼 |
| Russell Investments Group, Ltd. | 119,118 | $2,403 萬 | 0.04% | −24,769−17.2% | 減碼 |
| Cresset Asset Management, LLC | 119,103 | $2,402 萬 | 0.10% | +9,670+8.8% | 加碼 |
| Promethos Capital, LLC | 114,649 | $2,303 萬 | 8.72% | +14,668+14.7% | 加碼 |
| Coerente Capital Management | 113,398 | $2,287 萬 | 4.46% | +2,786+2.5% | 加碼 |
| Marsico Capital Management LLC | 111,455 | $2,248 萬 | 0.67% | +30,677+38.0% | 加碼 |
| Cardinal Capital Management, Inc. | 107,285 | $2,164 萬 | 0.83% | −43,130−28.7% | 減碼 |
| Marshall Wace, LLP | 106,487 | $2,148 萬 | 0.03% | +106,487 | 新進 |
| Cidel Asset Management Inc | 106,161 | $2,141 萬 | 1.66% | +1,168+1.1% | 加碼 |
| Hantz Financial Services, Inc. | 101,790 | $2,053 萬 | 0.39% | −7,472−6.8% | 減碼 |
| Cambiar Investors LLC | 100,866 | $2,035 萬 | 0.80% | −7,317−6.8% | 減碼 |
| LPL Financial LLC | 100,637 | $2,030 萬 | 0.01% | +783+0.8% | 加碼 |
| Davis Selected Advisers | 98,807 | $1,993 萬 | 0.12% | −18,245−15.6% | 減碼 |
| Sustainable Growth Advisers, LP | 95,105 | $1,918 萬 | 0.08% | −21,466−18.4% | 減碼 |
| Pathstone Holdings, LLC | 92,998 | $1,876 萬 | 0.08% | −2,115−2.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 88,704 | $1,789 萬 | 0.01% | +1,313+1.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 88,522 | $1,786 萬 | 0.23% | +4,765+5.7% | 加碼 |
| Kornitzer Capital Management Inc | 87,391 | $1,763 萬 | 0.33% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 85,859 | $1,732 萬 | 0.21% | +513+0.6% | 加碼 |
| National Bank of Canada | 84,964 | $1,689 萬 | 0.03% | +147+0.2% | 加碼 |
| Creative Planning | 81,288 | $1,640 萬 | 0.02% | +4,264+5.5% | 加碼 |
| Boston Common Asset Management, LLC | 80,589 | $1,626 萬 | 0.42% | −17,174−17.6% | 減碼 |
| Dash Acquisitions Inc. | 77,925 | $1,559 萬 | 4.26% | +6,487+9.1% | 加碼 |
| GQG Partners LLC | 76,691 | $1,547 萬 | 0.02% | +88+0.1% | 加碼 |
| American Century Companies Inc | 76,077 | $1,535 萬 | 0.01% | +4,037+5.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 75,546 | $1,524 萬 | 0.51% | +1,173+1.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 75,173 | $1,516 萬 | 0.16% | +8,250+12.3% | 加碼 |
| Truist Financial Corp | 74,229 | $1,497 萬 | 0.02% | −1,850−2.4% | 減碼 |
| Capital International Inc | 73,111 | $1,475 萬 | 0.20% | +5,764+8.6% | 加碼 |
| Ethic Inc. | 71,936 | $1,451 萬 | 0.34% | +1,408+2.0% | 加碼 |
| Woodline Partners LP | 67,916 | $1,370 萬 | 0.13% | +50,709+294.7% | 加碼 |
| Invesco Ltd. | 66,077 | $1,333 萬 | 0.00% | +1,023+1.6% | 加碼 |
| UBS Group AG | 65,637 | $1,324 萬 | 0.00% | −961−1.4% | 減碼 |
| Mercer Global Advisors Inc | 63,557 | $1,282 萬 | 0.03% | +2,150+3.5% | 加碼 |
| TownSquare Capital, LLC | 62,275 | $1,256 萬 | 0.17% | +3,299+5.6% | 加碼 |
| Janney Montgomery Scott LLC | 62,012 | $1,251 萬 | 0.04% | −3,577−5.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 62,011 | $1,251 萬 | 0.24% | −2,165−3.4% | 減碼 |
| Scotia Capital Inc. | 59,561 | $1,201 萬 | 0.07% | +505+0.9% | 加碼 |
| Dividend Assets Capital, LLC | 59,085 | $1,192 萬 | 2.43% | −2,491−4.0% | 減碼 |
| Federated Hermes, Inc. | 56,831 | $1,146 萬 | 0.03% | −20,868−26.9% | 減碼 |
| Assetmark, Inc | 56,815 | $1,146 萬 | 0.04% | +478+0.8% | 加碼 |
| Chartwell Investment Partners, LLC | 55,582 | $1,121 萬 | 0.39% | +912+1.7% | 加碼 |
| Quantinno Capital Management LP | 53,820 | $1,086 萬 | 0.20% | +16,027+42.4% | 加碼 |
| Charles Schwab Investment Management Inc | 52,784 | $1,065 萬 | 0.00% | +11,866+29.0% | 加碼 |
| Guardian Capital Advisors LP | 51,615 | $1,044 萬 | 1.11% | +1,901+3.8% | 加碼 |
| HighTower Advisors, LLC | 51,641 | $1,042 萬 | 0.02% | +12,941+33.4% | 加碼 |
| Brinker Capital Investments, LLC | 50,711 | $1,023 萬 | 0.11% | −6,942−12.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 50,711 | $1,023 萬 | 0.11% | −6,942−12.0% | 減碼 |
| Honeycomb Asset Management LP | 50,000 | $1,009 萬 | 2.76% | +50,000 | 新進 |
| Franklin Resources Inc | 49,519 | $998.8 萬 | 0.00% | −148−0.3% | 減碼 |