Sempra SRE Institutional Ownership

NYSE SRE

$85.03 -0.44 (-0.51%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

1,285 Institutions

Increased 626 48.7%

Unchanged 224 17.4%

Reduced 435 33.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

126.57%

▲+3.55 pp QoQ

Shares Held by Institutions

606.81Mn

of 479.44Mn outstanding

▲+4.94% QoQ

Shares Outstanding

479.44Mn

-127.37Mn held outside 13F filers

Institutional Investors

1,285

filed 13F for Jun 2026

▲+16 vs prior quarter

Net Shares Added (QoQ)

+28.57Mn

accumulated since last quarter

Value of Holdings

$51.00Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Sempra (NYSE:SRE) has 1,285 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 126.6% of Sempra's outstanding shares in June 2026, up from 123.0% in March 2026.
Their total shares held in SRE increased 4.94% quarter over quarter, and separately, investors owning Sempra increased 14.12% from a year ago.
During the quarter, 626 of these 1,285 funds increased positions in SRE, 435 reduced exposure, and 224 held steady.
The aggregate institutional position in Sempra amounted to 606.81Mn shares as of June 2026, up by 28.57Mn shares quarter on quarter, and up 24.73Mn shares year over year.
BlackRock, Inc. leads ownership in SRE with 60.28Mn shares as of June 30, 2026, equal to 12.57% of outstanding shares.
The largest buyers of Sempra for the quarter ending June 2026 were NORGES BANK (9.32Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (9.3Mn), Sixth Street Partners Management Company, L.P. (4.22Mn), Capital World Investors (4.14Mn), Jpmorgan Chase & Co (2.1Mn).
The largest sales of SRE for the quarter ending June 2026 came from Capital International Investors (4.23Mn), Cohen & Steers, Inc. (2.52Mn), WELLINGTON MANAGEMENT GROUP LLP (2.32Mn), BESSEMER GROUP INC (2.22Mn), UBS Group AG (1.14Mn).
According to Business Quant data, leading holders of SRE for June 2026 are BlackRock, Inc. (60.28Mn), WELLINGTON MANAGEMENT GROUP LLP (43.81Mn), VANGUARD CAPITAL MANAGEMENT LLC (42.68Mn), State Street Corp (37.99Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (37.32Mn), Morgan Stanley (25.02Mn), Jpmorgan Chase & Co (20.05Mn), FMR LLC (19.5Mn), GEODE CAPITAL MANAGEMENT, LLC (15.62Mn), Capital International Investors (14.53Mn).

Form 13F Holdings

1,285 Institutional Holders

Report period 30 Jun, 2026

Total shares held 606.81Mn

Of outstanding 126.57%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	60,280,191	12.57%	▲368,364	+0.61%	$5.59Bn
2	WELLINGTON MANAGEMENT GROUP LLP	0000902219	43,813,771	9.14%	▼2,321,651	-5.03%	$4.06Bn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	42,684,252	8.90%	▲277,776	+0.66%	$3.96Bn
4	State Street Corp	0000093751	37,992,032	7.92%	▲689,517	+1.85%	$3.55Bn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	37,319,559	7.78%	▲9,301,871	+33.20%	$3.46Bn
6	Morgan Stanley	0000895421	25,024,468	5.22%	▲675,236	+2.77%	$2.32Bn
7	Jpmorgan Chase & Co	0000019617	20,050,848	4.18%	▲2,102,944	+11.72%	$1.88Bn
8	FMR LLC	0000315066	19,497,023	4.07%	▲931,921	+5.02%	$1.81Bn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	15,621,315	3.26%	▲933,358	+6.35%	$1.47Bn
10	Capital International Investors	0001562230	14,525,687	3.03%	▼4,228,861	-22.55%	$1.35Bn
11	Invesco Ltd.	0000914208	11,693,217	2.44%	▲1,128,122	+10.68%	$1.08Bn
12	Newport Trust Company, LLC	0001722329	10,941,399	2.28%	▼287,616	-2.56%	$1.01Bn
13	Bank Of America Corp /De/	0000070858	10,323,114	2.15%	▼62,060	-0.60%	$957.06Mn
14	Franklin Resources Inc	0000038777	10,069,999	2.10%	▲105,605	+1.06%	$933.59Mn
15	DEUTSCHE BANK AG\	0000948046	9,671,008	2.02%	▲341,518	+3.66%	$896.60Mn
16	NORGES BANK	0001374170	9,320,773	1.94%	▲9,320,773	0.00%	$864.13Mn
17	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	9,066,823	1.89%	▼124,117	-1.35%	$840.59K
18	Northern Trust Corp	0000073124	6,521,656	1.36%	▼93,077	-1.41%	$604.62Mn
19	Capital World Investors	0001422849	6,231,386	1.30%	▲4,142,921	+198.37%	$577.71Mn
20	Legal & General Group Plc	0000764068	5,811,400	1.21%	▼308,929	-5.05%	$538.77Mn

Showing 1 to 20 of 1,285 holders