SURD - Surteco Group SE Stock - Stock Price, Institutional Ownership, Shareholders (BATS-CHIXE)

Surteco Group SE
GB ˙ BATS-CHIXE ˙ DE0005176903
Basic Stats
Institutional Owners 14 total, 14 long only, 0 short only, 0 long/short - change of 0.00% MRQ
Average Portfolio Allocation 0.0049 % - change of -18.27% MRQ
Shares Outstanding shares (source: Capital IQ)
Institutional Shares (Long) 185,578 - 1.20% (ex 13D/G) - change of -0.00MM shares -0.12% MRQ
Institutional Value (Long) $ 3,369 USD ($1000)
Institutional Ownership and Shareholders

Surteco Group SE (GB:SURD) has 14 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 185,578 shares. Largest shareholders include DISVX - Dfa International Small Cap Value Portfolio - Institutional Class, Dfa Investment Trust Co - The Continental Small Company Series, DFIEX - International Core Equity Portfolio - Institutional Class, DFAX - Dimensional World ex U.S. Core Equity 2 ETF, Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A, DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class, JISAX - International Small Company Fund Class NAV, Dfa Investment Dimensions Group Inc - Va International Small Portfolio, DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares, and LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class .

Surteco Group SE (BATS-CHIXE:SURD) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

GB:SURD / Surteco Group SE Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 328 0.00 6 0.00
2025-06-26 NP DISVX - Dfa International Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 91,967 -0.24 1,673 -19.96
2025-06-26 NP DFIEX - International Core Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34,391 0.00 626 -19.77
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 706 0.00 13 -25.00
2025-06-26 NP Dfa Investment Trust Co - The Continental Small Company Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47,139 0.00 857 -19.76
2025-06-26 NP DISV - Dimensional International Small Cap Value ETF 205 0.00 4 -25.00
2025-06-26 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 3,313 0.00 60 -20.00
2025-06-26 NP DXIV - Dimensional International Vector Equity ETF 4 0.00 0
2025-04-28 NP JISAX - International Small Company Fund Class NAV 1,869 -13.59 31 -29.55
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 396 0.00 7 0.00
2025-08-27 NP Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 2,209 0.00 41 0.00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,940 0.00 35 -18.60
2025-06-26 NP DFAI - Dimensional International Core Equity Market ETF 4 0.00 0
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va International Small Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,107 0.00 20 -20.00
Other Listings
DE:SUR €13.35
GB:0HHI
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