SEMPRA SRE
$93.06
+1.8% 52w: $71.36 – $99.04
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data71.3685.2099.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.3K
+54 QoQ
13F value
$57.20B
+6.6% QoQ
Smart-money holders
75
signal tier ≥ 2
New smart buyers
11
Q1 2026
Options barometer
2.3×
$68.9M calls / $29.9M puts
Institutional value by quarter
Number of holders
Who owns SRE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 59.9M | $5.82B | 0.1% | +4.2% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 46.1M | $4.48B | 0.8% | -1.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 42.4M | $4.12B | 0.1% | — |
| STATE STREET CORP | Index provider | 37.3M | $3.65B | 0.1% | +1.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 28.0M | $2.72B | 0.1% | — |
| MORGAN STANLEY | Bank broker | 24.3M | $2.37B | 0.1% | +9.0% |
| Capital International Investors | Long only active | 18.8M | $1.82B | 0.4% | -63.8% |
| FMR LLC | Long only active | 18.6M | $1.80B | 0.1% | +1.8% |
| JPMORGAN CHASE & CO | Bank broker | 17.9M | $1.73B | 0.1% | +47.6% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 14.7M | $1.42B | 0.1% | +2.7% |
| Newport Trust Company, LLC ★2 | Fundamental diversified | 11.2M | $1.09B | 2.7% | -4.2% |
| Invesco Ltd. | Index provider | 10.6M | $1.03B | 0.2% | +2.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 10.4M | $1.01B | 0.1% | +16.1% |
| FRANKLIN RESOURCES INC | Long only active | 10.0M | $968.2M | 0.2% | +10.3% |
| DEUTSCHE BANK AG\ | Bank broker | 9.3M | $906.5M | 0.3% | +1.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 9.2M | $893.1M | 0.1% | -4.1% |
| NORTHERN TRUST CORP | Index provider | 6.6M | $642.8M | 0.1% | +0.1% |
| Legal & General Group Plc | Diversified mechanical | 6.1M | $594.7M | 0.1% | -2.1% |
| Clearbridge Investments, LLC | Other | 5.8M | $561.3M | 0.5% | -4.2% |
| Capital Research Global Investors | Long only active | 5.3M | $513.6M | 0.1% | +560.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 5.0M | $490.3M | 0.1% | -0.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 5.0M | $482.6M | 0.1% | -2.3% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 4.7M | $454.2M | 0.2% | +3.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 4.6M | $443.9M | 0.1% | +1.7% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 4.4M | $428.9M | 0.6% | +23.3% |
| Pictet Asset Management Holding SA | Diversified mechanical | 4.3M | $414.4M | 0.4% | +0.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 4.2M | $406.4M | 0.1% | +2.7% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 3.7M | $357.0M | 0.1% | — |
| BAHL & GAYNOR INC | Other | 3.4M | $329.9M | 1.7% | -1.7% |
| COHEN & STEERS, INC. | Other | 3.3M | $322.5M | 0.6% | +1.9% |
| Perpetual Ltd | Other | 3.0M | $295.3M | 4.5% | -5.3% |
| National Pension Service | Other | 3.0M | $292.1M | 0.2% | +6.3% |
| UBS Group AG | Bank broker | 3.0M | $287.4M | 0.1% | +3.1% |
| Nuveen, LLC | Diversified mechanical | 2.8M | $270.2M | 0.1% | -24.8% |
| HSBC HOLDINGS PLC | Bank broker | 2.4M | $236.8M | 0.1% | -50.9% |
| DekaBank Deutsche Girozentrale | Diversified mechanical | 2.3M | $230.5M | 0.4% | Held |
| Magellan Asset Management Ltd ★2 | Fundamental diversified | 2.3M | $219.4M | 2.8% | +4.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.2M | $217.8M | 0.0% | +29.7% |
| BESSEMER GROUP INC | Diversified mechanical | 2.2M | $216.9M | 0.3% | +0.6% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 2.2M | $213.4M | 0.2% | -11.0% |
| Mitsubishi UFJ Trust & Banking Corp | Diversified mechanical | 2.2M | $212.2M | 0.5% | -5.2% |
| JENNISON ASSOCIATES LLC | Other | 2.1M | $205.2M | 0.1% | -2.1% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.1M | $203.7M | 0.0% | +2.5% |
| Capital World Investors | Long only active | 2.1M | $202.9M | 0.0% | New |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Other | 2.1M | $202.8M | 2.1% | 0.0% |
| REAVES W H & CO INC ★2 | Fundamental diversified | 2.1M | $200.9M | 3.3% | -3.4% |
| Swiss National Bank | Index provider | 1.9M | $186.1M | 0.1% | +7.1% |
| Balyasny Asset Management L.P. | Multistrat pod | 1.8M | $175.8M | 0.4% | +128.0% |
| ANTIPODES PARTNERS Ltd ★2 | Fundamental diversified | 1.7M | $167.4M | 3.2% | +7.6% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 1.7M | $166.1M | 0.1% | +7.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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