Home › Stocks › SAP

SAP — SAP SE

Reported value held$4.43B
Funds holding (latest)47
SectorTechnology
Funds holding (Q2 2026)38
Institutional value$4.29B · 27.78M sh
New / Add / Cut / Exit3 / 19 / 15 / 3
Top-5 / Top-10 concentration64.1% / 83.3%
Institutional holdings change Reducing -7.1% (-2.13M sh)
Institutional value change Down -16.4%

As of Q2 2026, 38 SEC-registered investment managers reported holding SAP (SAP SE) in their latest 13F filings, with a combined reported value of $4.29B across 27.78M shares. That is -7.1% by share count (-2.13M shares) versus the previous quarter, while reported value moved -16.4%. Ownership is concentrated: the five largest holders account for 64.1% of reported value and the top ten for 83.3%.

Compared with the prior quarter, 3 opened new positions, 19 added to existing stakes, 15 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SAP is classified in the Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Goldman Sachs Group history Q2 2026 6.48M $998.12M 0.09% Add
Morgan Stanley history Q2 2026 5.48M $843.92M 0.05% Add
Bank of America Corp history Q2 2026 2.39M $368.50M 0.03% Add
Fidelity Management & Research (FMR) history Q2 2026 1.99M $306.98M 0.01% Reduce
D. E. Shaw & Co history Q2 2026 1.48M $228.49M 0.12% Reduce
BlackRock Inc history Q2 2026 1.25M $192.56M 0.00% Add
Ruane Cunniff & Goldfarb (Sequoia) history Q2 2026 1.24M $190.56M 2.96% Add
Northern Trust Corp history Q2 2026 1.15M $176.73M 0.02% Reduce
Citadel Advisors history Q2 2026 880.18K $135.64M 0.02% Add
Arrowstreet Capital history Q2 2026 823.53K $126.91M 0.06% Reduce
Wells Fargo & Co history Q2 2026 791.30K $121.95M 0.02% Add
UBS Group AG history Q2 2026 680.56K $104.88M 0.01% Reduce
Causeway Capital Management history Q2 2026 629.80K $97.06M 1.05% Add
Manulife Financial history Q4 2025 370.15K $89.91M 0.07% Reduce
Principal Global Investors history Q2 2026 583.21K $89.88M 0.04% Add
JPMorgan Chase & Co history Q2 2026 324.09K $50.20M 0.01% New
MFS Investment Management history Q2 2026 227.59K $43.80M 0.01% Hold
Millennium Management history Q2 2026 280.60K $43.24M 0.02% Add
BNY Mellon history Q2 2026 228.17K $35.16M 0.01% Add
Renaissance Technologies history Q2 2022 332.80K $30.19M 0.04% Add

View all 47 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Goldman Sachs Group 1.43M 1.37M 1.31M 1.36M 903.77K 827.48K 961.58K 1.30M 1.43M 1.40M 1.47M 1.63M 1.72M 1.24M 1.32M 1.94M 1.52M 1.51M 3.30M 6.48M
Morgan Stanley 484.80K 477.03K 775.77K 2.59M 2.51M 2.75M 2.66M 2.79M 2.77M 2.82M 2.85M 2.95M 2.90M 2.84M 3.18M 3.48M 4.53M 3.68M 3.62M 5.48M
Bank of America Corp 881.37K 877.37K 961.09K 916.51K 1.02M 1.01M 1.31M 2.34M 1.28M 1.22M 1.60M 2.35M 1.24M 1.31M 1.68M 2.65M 2.05M 1.74M 2.02M 2.39M
Fidelity Management & Research (FMR) 4.48M 4.53M 4.54M 4.90M 5.13M 5.44M 5.59M 5.74M 5.86M 6.04M 6.33M 8.38M 10.25M 9.38M 10.25M 9.02M 6.93M 6.79M 6.58M 1.99M
D. E. Shaw & Co 2.19K 44.16K 186.53K 236.03K 836.38K 159.69K — — — 23.55K — 5.50K 1.70K 2.15K 8.07K — 921.03K 2.32M 4.26M 1.48M
BlackRock Inc — — — — — — — — — — — — 1.10M 1.13M 1.19M 1.32M 1.29M 1.22M 1.15M 1.25M
Ruane Cunniff & Goldfarb (Sequoia) — — — — — — — — — — — — — — — — 46.00K 45.93K 749.91K 1.24M
Northern Trust Corp 1.17M 1.08M 946.32K 911.38K 860.76K 831.24K 883.04K 865.75K 897.43K 844.22K 837.02K 832.67K 769.92K 1.47M 1.51M 1.51M 1.56M 1.50M 1.43M 1.15M
Citadel Advisors 577.65K 288.17K 567.58K 680.68K 193.40K 325.62K 621.50K 556.01K 562.22K 458.57K 472.56K 255.36K 252.21K 379.13K 395.09K 225.58K 285.06K 422.13K 790.31K 880.18K
Arrowstreet Capital 198.57K 419.94K 1.39M 1.29M 1.24M 117.13K 412.31K 763.26K 963.33K 1.22M 1.02M 448.29K 284.26K 423.90K 497.36K 166.17K 120.99K — 880.21K 823.53K
Wells Fargo & Co 638.35K 562.51K 700.63K 913.60K 880.12K 879.56K 1.03M 1.04M 1.12M 1.18M 1.04M 987.76K 903.87K 937.27K 894.66K 805.80K 728.50K 716.23K 715.14K 791.30K
UBS Group AG 71.94K 140.38K 161.73K 72.50K 63.69K 70.61K 69.60K 79.81K 80.37K 66.85K 66.60K 65.64K 68.75K 280.12K 355.32K 168.46K 247.72K 344.15K 1.38M 680.56K
Causeway Capital Management 236.99K 244.12K 273.12K 294.13K 280.11K 269.76K 282.97K 241.81K 290.32K 219.97K 201.56K 207.73K 179.05K 177.86K 155.14K 115.05K 193.75K 250.75K 456.00K 629.80K
Principal Global Investors 811.26K 807.74K 1.02M 1.28M 1.56M 1.49M 1.17M 510.01K 505.69K 512.69K 621.42K 606.80K 611.57K 519.10K 394.99K 389.18K 382.38K 371.49K 550.53K 583.21K
JPMorgan Chase & Co 24.69K 24.37K 113.25K 97.80K 97.80K 505.44K 499.47K 449.39K 505.52K 597.60K 539.29K 540.80K 548.47K 1.35M 1.01M 1.09M 1.12M 1.20M — 324.09K
MFS Investment Management 104.25K 103.85K — 113.62K 115.28K 112.51K 114.02K 119.16K 123.00K 129.37K 128.44K 129.21K 127.65K 147.54K 157.60K 173.05K 212.22K 209.72K 228.46K 227.59K
Millennium Management — 7.47K 3.00K 264.98K 8.15K 52.34K 35.66K 232.31K 193.82K 108.40K 110.55K 175.53K 181.11K 93.10K 133.04K 81.96K 337.46K 479.52K 133.65K 280.60K
BNY Mellon 387.13K 396.60K 410.83K 407.93K 403.61K 381.41K 379.61K 375.57K 433.28K 430.65K 395.36K 370.02K 344.52K 348.23K 292.99K 273.45K 245.65K 243.59K 226.79K 228.17K
Charles Schwab Investment Management 3.60K 3.11K 2.90K — — 3.98K 7.17K 13.04K 22.18K 30.00K 40.92K 52.78K 65.73K 76.50K 88.85K 106.58K 122.90K 140.96K 154.86K 182.76K
PNC Financial Services 48.15K 51.22K 45.38K 43.49K 38.17K 37.15K 38.00K 38.49K 81.29K 88.23K 87.39K 88.70K 86.23K 97.41K 85.81K 84.87K 84.73K 93.93K 132.99K 135.24K

Download holders (CSV)