Also trades as: SU.PA (PAR) · $vol 255M · SND.DE (XETRA) · $vol 2M · SBGSF (OTC) · $vol 1M · SCHN.TO (TSX) · $vol 0M
SBGSY Institutional Ownership
Schneider Electric S.E.
1W: -1.2%
1M: -18.5%
3M: -7.7%
YTD: -2.5%
1Y: -8.0%
3Y: +85.3%
5Y: +72.6%
$54.14
+1.87 (+3.58%)
Weekly Expected Move ±7.4%
$44
$48
$52
$55
$59
Credit Risk of going bust: lower than 65% of companies Debt: 11.9% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $0.77 (down 99%), Schneider Electric S.E. would be worth roughly what it owes.
Total debt $21.36B against a stock market value of $157.56B.
Distance to default 6.85 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $13.65B (short-term plus half of long-term), stock volatility 39.5%; Altman Z'' 2.60. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $21.36B against a stock market value of $157.56B.
Distance to default 6.85 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $13.65B (short-term plus half of long-term), stock volatility 39.5%; Altman Z'' 2.60. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
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Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — SBGSY
51
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$212M
Total Invested
8
New Positions
19
Increased
14
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (60 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cardinal Capital Management, Inc. | 623,232 | $34M | +19,111 | +3.2% | 7Q | SEC ↗ |
| 2 | Hemenway Trust Co LLC | 619,162 | $34M | +2,193 | +0.4% | 17Q | SEC ↗ |
| 3 | Broderick Brian C | 253,016 | $14M | +4,318 | +1.7% | 12Q | SEC ↗ |
| 4 | Madison Asset Management, LLC | 246,582 | $13M | +6,591 | +2.7% | 3Q | SEC ↗ |
| 5 | Douglass Winthrop Advisors, LLC | 181,286 | $10M | -4,067 | -2.2% | 22Q | SEC ↗ |
| 6 | PUZO MICHAEL J | 170,477 | $9M | -1,118 | -0.7% | 12Q | SEC ↗ |
| 7 | SOMERVILLE KURT F | 162,049 | $9M | -9,407 | -5.5% | 14Q | SEC ↗ |
| 8 | Kidder Stephen W | 142,926 | $8M | +1,165 | +0.8% | 12Q | SEC ↗ |
| 9 | Ramirez Asset Management, Inc. | 136,906 | $7M | +11,579 | +9.2% | 6Q | SEC ↗ |
| 10 | Delaney Dennis R | 135,850 | $7M | -3,760 | -2.7% | 12Q | SEC ↗ |
| 11 | Boston Common Asset Management, LLC | 108,683 | $6M | -9,571 | -8.1% | 28Q | SEC ↗ |
| 12 | Elefante Mark B | 96,539 | $5M | +8,800 | +10.0% | 7Q | SEC ↗ |
| 13 | Dempze Nancy E | 90,891 | $5M | +1,116 | +1.2% | 12Q | SEC ↗ |
| 14 | Notis-McConarty Edward | 85,119 | $5M | +3,745 | +4.6% | 12Q | SEC ↗ |
| 15 | RHUMBLINE ADVISERS | 74,047 | $4M | +5,534 | +8.1% | 13Q | SEC ↗ |
| 16 | Sterling Capital Management LLC | 31,034 | $2M | +1,104 | +3.7% | 8Q | SEC ↗ |
| 17 | Trivant Custom Portfolio Group, LLC | 19,252 | $1M | +57 | +0.3% | 5Q | SEC ↗ |
| 18 | GAMMA Investing LLC | 11,975 | $648K | +1,266 | +11.8% | 11Q | SEC ↗ |
| 19 | Collaborative Fund Advisors, LLC NEW | 7,376 | $399K | — | +0.0% | 1Q | SEC ↗ |
| 20 | RNC CAPITAL MANAGEMENT LLC | 6,975 | $378K | -140 | -2.0% | 21Q | SEC ↗ |
| 21 | Front Row Advisors LLC | 6,205 | $336K | +3,520 | +131.1% | 5Q | SEC ↗ |
| 22 | Canopy Partners, LLC | 5,962 | $323K | — | +0.0% | 10Q | SEC ↗ |
| 23 | WENDELL DAVID ASSOCIATES INC NEW | 5,385 | $292K | — | +0.0% | 1Q | SEC ↗ |
| 24 | PNC Financial Services Group, Inc. | 5,032 | $272K | +239 | +5.0% | 15Q | SEC ↗ |
| 25 | Myriad Asset Management US LP NEW | 4,765 | $258K | — | +0.0% | 1Q | SEC ↗ |
| 26 | RIVERBRIDGE PARTNERS LLC | 4,526 | $245K | — | +0.0% | 3Q | SEC ↗ |
| 27 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 3,921 | $212K | — | +0.0% | 2Q | SEC ↗ |
| 28 | KORNITZER CAPITAL MANAGEMENT INC /KS NEW | 3,107 | $168K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Enterprise Financial Services Corp NEW | 3,074 | $166K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Ascentis Wealth Management, LLC | 1,904 | $103K | — | +0.0% | 6Q | SEC ↗ |
| 31 | PARADIGM ASSET MANAGEMENT CO LLC | 1,600 | $87K | +119 | +8.0% | 19Q | SEC ↗ |
| 32 | Salomon & Ludwin, LLC | 1,385 | $75K | +481 | +53.2% | 5Q | SEC ↗ |
| 33 | HANTZ FINANCIAL SERVICES, INC. | 699 | $38K | -293 | -29.5% | 7Q | SEC ↗ |
| 34 | Westside Investment Management, Inc. | 566 | $31K | — | +0.0% | 5Q | SEC ↗ |
| 35 | Ancora Advisors LLC | 565 | $31K | -131 | -18.8% | 5Q | SEC ↗ |
| 36 | First Command Advisory Services, Inc. | 252 | $14K | +214 | +563.2% | 2Q | SEC ↗ |
| 37 | Strengthening Families & Communities, | 237 | $13K | — | +0.0% | 2Q | SEC ↗ |
| 38 | Byrne Asset Management LLC | 174 | $9K | — | +0.0% | 14Q | SEC ↗ |
| 39 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 150 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 40 | RMG Wealth Management LLC NEW | 134 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Benson Wealth Management INC | 118 | $6K | — | +0.0% | 3Q | SEC ↗ |
| 42 | IMA Advisory Services, Inc. | 96 | $5K | +40 | +71.4% | 3Q | SEC ↗ |
| 43 | ATLAS CAPITAL ADVISORS INC. | 71 | $4K | — | +0.0% | 3Q | SEC ↗ |
| 44 | Gleason Group, Inc. NEW | 66 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Horrell Capital Management, Inc. | 11 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 46 | eCIO, Inc. | 0 | $0K | -268 | -100.0% | 1Q | SEC ↗ |
| 47 | Steigerwald, Gordon & Koch Inc. | 0 | $0K | -1,247 | -100.0% | 2Q | SEC ↗ |
| 48 | Signature Equity Partners, LLC | 0 | $0K | -107 | -100.0% | 1Q | SEC ↗ |
| 49 | Runnymede Capital Advisors, Inc. | 0 | $0K | -19,010 | -100.0% | 1Q | SEC ↗ |
| 50 | HighPoint Advisor Group LLC | 0 | $0K | -4,032 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Collaborative Fund Advisors, LLC | 7,376 | $399K |
| WENDELL DAVID ASSOCIATES INC | 5,385 | $292K |
| Myriad Asset Management US LP | 4,765 | $258K |
| KORNITZER CAPITAL MANAGEMENT INC /K | 3,107 | $168K |
| Enterprise Financial Services Corp | 3,074 | $166K |
| COMPASS FINANCIAL MANAGEMENT LLC | 150 | $8K |
| RMG Wealth Management LLC | 134 | $7K |
| Gleason Group, Inc. | 66 | $4K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Runnymede Capital Advisors, Inc. | 19,010 | $1M |
| SkyView Investment Advisors, LLC | 15,053 | $815K |
| EVERETT HARRIS & CO /CA | 11,530 | $624K |
| HighPoint Advisor Group LLC | 4,032 | $218K |
| Accent Capital Management, LLC | 1,550 | $84K |
| Murphy & Mullick Capital Management | 1,322 | $72K |
| Steigerwald, Gordon & Koch Inc. | 1,247 | $68K |
| NBC SECURITIES, INC. | 973 | $53K |
| eCIO, Inc. | 268 | $15K |
| Hanson & Doremus Investment Managem | 227 | $12K |
| Keating Financial Advisory Services | 108 | $6K |
| Signature Equity Partners, LLC | 107 | $6K |
| Ascentis Independent Advisors | 80 | $4K |
| AMERIFLEX GROUP, INC. | 70 | $4K |
| Copeland Capital Management, LLC | 60 | $3K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cardinal Capital Management, Inc. | +19,111 | +3.2% | 623,232 |
| Ramirez Asset Management, Inc. | +11,579 | +9.2% | 136,906 |
| Elefante Mark B | +8,800 | +10.0% | 96,539 |
| Madison Asset Management, LLC | +6,591 | +2.7% | 246,582 |
| RHUMBLINE ADVISERS | +5,534 | +8.1% | 74,047 |
| Broderick Brian C | +4,318 | +1.7% | 253,016 |
| Notis-McConarty Edward | +3,745 | +4.6% | 85,119 |
| Front Row Advisors LLC | +3,520 | +131.1% | 6,205 |
| Hemenway Trust Co LLC | +2,193 | +0.4% | 619,162 |
| GAMMA Investing LLC | +1,266 | +11.8% | 11,975 |
| Kidder Stephen W | +1,165 | +0.8% | 142,926 |
| Dempze Nancy E | +1,116 | +1.2% | 90,891 |
| Sterling Capital Management LLC | +1,104 | +3.7% | 31,034 |
| Salomon & Ludwin, LLC | +481 | +53.2% | 1,385 |
| PNC Financial Services Group, Inc. | +239 | +5.0% | 5,032 |
| First Command Advisory Services, In | +214 | +563.2% | 252 |
| PARADIGM ASSET MANAGEMENT CO LLC | +119 | +8.0% | 1,600 |
| Trivant Custom Portfolio Group, LLC | +57 | +0.3% | 19,252 |
| IMA Advisory Services, Inc. | +40 | +71.4% | 96 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Boston Common Asset Management, LLC | -9,571 | -8.1% | 108,683 |
| SOMERVILLE KURT F | -9,407 | -5.5% | 162,049 |
| Douglass Winthrop Advisors, LLC | -4,067 | -2.2% | 181,286 |
| Delaney Dennis R | -3,760 | -2.7% | 135,850 |
| PUZO MICHAEL J | -1,118 | -0.7% | 170,477 |
| HANTZ FINANCIAL SERVICES, INC. | -293 | -29.5% | 699 |
| RNC CAPITAL MANAGEMENT LLC | -140 | -2.0% | 6,975 |
| Ancora Advisors LLC | -131 | -18.8% | 565 |