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
2025 年第 2 季 13F 持有人
SAP SE 在 2025/6/30 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
- 970
- 較 2025 年第 1 季 +97 家
- 持有股數
- 7,193 萬
- 較 2025 年第 1 季 −96.1 萬 (−1.3%)
- 總市值
- $218.6 億
- 較 2025 年第 1 季 +$23.0 億 (+11.7%)
- 新進機構
- 164
- 另有 337 家加碼
- 清倉機構
- 67
- 另有 336 家減碼
另有 16 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 104,608 | $3,181 萬 | 0.06% | +17,378+19.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 105,824 | $3,218 萬 | 0.06% | +100,055+1,734.4% | 加碼 |
| Charles Schwab Investment Management Inc | 106,582 | $3,241 萬 | 0.01% | +17,728+20.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 108,284 | $3,293 萬 | 1.64% | +1,560+1.5% | 加碼 |
| Bain Capital Public Equity Management II, LLC | 110,064 | $3,347 萬 | 1.59% | +58,398+113.0% | 加碼 |
| GF Fund Management Co. Ltd. | 111,393 | $3,387 萬 | 0.68% | +94,416+556.1% | 加碼 |
| Coerente Capital Management | 111,793 | $3,400 萬 | 6.25% | −1,681−1.5% | 減碼 |
| American Century Companies Inc | 113,547 | $3,453 萬 | 0.02% | +7,165+6.7% | 加碼 |
| Causeway Capital Management LLC | 115,049 | $3,499 萬 | 0.55% | −40,090−25.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 115,735 | $3,520 萬 | 0.24% | +6,703+6.1% | 加碼 |
| Main Street Research LLC | 120,723 | $3,671 萬 | 2.29% | +955+0.8% | 加碼 |
| LPL Financial LLC | 123,761 | $3,764 萬 | 0.01% | +8,211+7.1% | 加碼 |
| Alliancebernstein L.P. | 124,322 | $3,781 萬 | 0.01% | +91,781+282.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 126,624 | $3,851 萬 | 0.03% | −240,247−65.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 128,100 | $3,852 萬 | 0.06% | +66,551+108.1% | 加碼 |
| Creative Planning | 126,725 | $3,854 萬 | 0.03% | +12,316+10.8% | 加碼 |
| Cidel Asset Management Inc | 127,005 | $3,862 萬 | 2.32% | +21,372+20.2% | 加碼 |
| Stifel Financial Corp | 134,418 | $4,088 萬 | 0.04% | −20,432−13.2% | 減碼 |
| Jarislowsky, Fraser Ltd | 144,581 | $4,397 萬 | 0.25% | +23,167+19.1% | 加碼 |
| Lord, Abbett & Co. LLC | 146,294 | $4,449 萬 | 0.14% | +146,294 | 新進 |
| Manufacturers Life Insurance Company, The | 147,289 | $4,479 萬 | 0.04% | −9,695−6.2% | 減碼 |
| Mar Vista Investment Partners LLC | 147,365 | $4,481 萬 | 3.43% | −31,990−17.8% | 減碼 |
| US Bancorp | 151,738 | $4,614 萬 | 0.06% | +16,726+12.4% | 加碼 |
| Voya Investment Management LLC | 162,140 | $4,931 萬 | 0.05% | +162,140 | 新進 |
| Arrowstreet Capital, Limited Partnership | 166,169 | $5,053 萬 | 0.04% | −331,193−66.6% | 減碼 |
| UBS Group AG | 168,462 | $5,123 萬 | 0.01% | −184,355−52.3% | 減碼 |
| Becker Capital Management Inc | 169,738 | $5,162 萬 | 1.61% | −1,965−1.1% | 減碼 |
| Trivest Advisors Ltd | 172,000 | $5,231 萬 | 2.03% | +172,000 | 新進 |
| Massachusetts Financial Services Co | 173,051 | $5,262 萬 | 0.02% | +15,451+9.8% | 加碼 |
| Marsico Capital Management LLC | 177,558 | $5,400 萬 | 1.46% | +4,050+2.3% | 加碼 |
| GWM Advisors LLC | 189,485 | $5,762 萬 | 0.30% | −2,968−1.5% | 減碼 |
| SEI Investments Co | 200,376 | $6,093 萬 | 0.07% | +4,647+2.4% | 加碼 |
| Jennison Associates LLC | 221,349 | $6,731 萬 | 0.04% | +146,325+195.0% | 加碼 |
| Neuberger Berman Group LLC | 241,048 | $7,330 萬 | 0.06% | −21,648−8.2% | 減碼 |
| Night Owl Capital Management, LLC | 242,973 | $7,389 萬 | 8.54% | +7,125+3.0% | 加碼 |
| Bank of Montreal | 258,272 | $7,854 萬 | 0.04% | −16,715−6.1% | 減碼 |
| First Trust Advisors LP | 266,843 | $8,115 萬 | 0.07% | −29,712−10.0% | 減碼 |
| Bank of New York Mellon Corp | 273,452 | $8,316 萬 | 0.02% | −19,539−6.7% | 減碼 |
| Lazard Asset Management LLC | 274,298 | $8,341 萬 | 0.11% | −5,919−2.1% | 減碼 |
| Aviso Financial Inc. | 279,301 | $8,494 萬 | 3.83% | −41,747−13.0% | 減碼 |
| Oribel Capital Management, LP | 285,500 | $8,682 萬 | 4.60% | +285,500 | 新進 |
| Sands Capital Management, LLC | 289,386 | $8,800 萬 | 0.25% | +66,354+29.8% | 加碼 |
| Crawford Investment Counsel Inc | 361,631 | $1.10 億 | 1.92% | −16,847−4.5% | 減碼 |
| Principal Financial Group Inc | 389,184 | $1.18 億 | 0.06% | −5,810−1.5% | 減碼 |
| Raymond James Financial Inc | 392,269 | $1.19 億 | 0.04% | −53,838−12.1% | 減碼 |
| Natixis Advisors, L.P. | 405,892 | $1.23 億 | 0.20% | +19,889+5.2% | 加碼 |
| Qube Research & Technologies Ltd | 408,315 | $1.24 億 | 0.17% | +369,484+951.5% | 加碼 |
| Polen Capital Management LLC | 486,471 | $1.48 億 | 0.45% | −56,228−10.4% | 減碼 |
| Wellington Management Group LLP | 524,577 | $1.60 億 | 0.03% | −86,371−14.1% | 減碼 |
| Clearbridge Investments, LLC | 595,612 | $1.81 億 | 0.15% | −31,672−5.0% | 減碼 |
| Citigroup Inc | 613,966 | $1.87 億 | 0.13% | +500,710+442.1% | 加碼 |
| Wells Fargo & Company | 805,801 | $2.45 億 | 0.05% | −88,863−9.9% | 減碼 |
| Royal Bank of Canada | 809,161 | $2.46 億 | 0.05% | +59,868+8.0% | 加碼 |
| Envestnet Asset Management Inc | 969,185 | $2.95 億 | 0.09% | −40,833−4.0% | 減碼 |
| Windacre Partnership LLC | 1,020,900 | $3.10 億 | 4.25% | 00.0% | 不變 |
| JPMorgan Chase & Co | 1,087,751 | $3.31 億 | 0.02% | +78,306+7.8% | 加碼 |
| Ameriprise Financial Inc | 1,089,602 | $3.32 億 | 0.08% | −39,971−3.5% | 減碼 |
| Macquarie Group Ltd | 1,111,060 | $3.38 億 | 0.41% | −170,066−13.3% | 減碼 |
| WCM Investment Management, LLC | 1,224,778 | $3.69 億 | 0.84% | −4,308−0.4% | 減碼 |
| BlackRock, Inc. | 1,317,241 | $4.01 億 | 0.01% | +127,325+10.7% | 加碼 |
| TD Asset Management Inc | 1,496,743 | $4.55 億 | 0.39% | −166,066−10.0% | 減碼 |
| Northern Trust Corp | 1,511,883 | $4.60 億 | 0.06% | −841−0.1% | 減碼 |
| Goldman Sachs Group Inc | 1,935,383 | $5.89 億 | 0.10% | +616,475+46.7% | 加碼 |
| Harding Loevner LP | 2,465,593 | $7.50 億 | 5.04% | −47,558−1.9% | 減碼 |
| Bank of America Corp | 2,650,418 | $8.06 億 | 0.06% | +973,779+58.1% | 加碼 |
| Eagle Capital Management LLC | 3,007,780 | $9.15 億 | 3.01% | −294,592−8.9% | 減碼 |
| Morgan Stanley | 3,480,173 | $10.6 億 | 0.07% | +297,090+9.3% | 加碼 |
| Capital International Investors | 4,058,089 | $12.3 億 | 0.21% | −3,231,330−44.3% | 減碼 |
| FMR LLC | 9,018,224 | $27.4 億 | 0.15% | −1,228,695−12.0% | 減碼 |
| Fisher Asset Management, LLC | 14,157,321 | $43.1 億 | 1.71% | +1,163,616+9.0% | 加碼 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −339,134−100.0% | 清倉 |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −131,233−100.0% | 清倉 |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −19,010−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −16,426−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −14,730−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,067−100.0% | 清倉 |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −7,686−100.0% | 清倉 |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −7,370−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,618−100.0% | 清倉 |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −4,794−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −4,713−100.0% | 清倉 |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −4,397−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −3,833−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,149−100.0% | 清倉 |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,145−100.0% | 清倉 |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −2,874−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,647−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −2,576−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,983−100.0% | 清倉 |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −1,971−100.0% | 清倉 |
| Bank of Hawaii | 0 | $0 | 0.00% | −1,861−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,673−100.0% | 清倉 |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −1,518−100.0% | 清倉 |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −1,482−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,450−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −1,450−100.0% | 清倉 |
| Claro Advisors LLC | 0 | $0 | 0.00% | −1,430−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,374−100.0% | 清倉 |