Skip to main content
Equibles
SRE logo

SRE

Sempra
$94.20 -0.42 (-0.44%) At close · Jul 10
Market Cap
$61.58B
Shares
653,690,046

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 1,268
Total Value: $54,635,972,722
Total Shares: 562,335,037
Showing 1–100 of 1,293 holdings by value · page 1 of 13

Institutional Ownership Trend

26 quarters

Superinvestors Holding SRE

All superinvestors →
Joel Greenblatt $13,991,508 George Soros $10,549,746

Holder Concentration

Across 1,270 13F filers
Top Holder
10.7%
Jun 2023 → Mar 2026 · range 10.7% – 12.7%
of institutional value
Top 5
37.4%
Jun 2023 → Mar 2026 · range 37.4% – 45.4%
of institutional value
Top 10
51.9%
Jun 2023 → Mar 2026 · range 51.9% – 57.9%
of institutional value
HHI
376
Jun 2023 → Mar 2026 · range 376 – 496
Broadly held
Showing 100 of 1,293
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $5,821,632,217 10.66% 59,911,827
Mega WELLINGTON MANAGEMENT GROUP LLP $4,482,978,951 8.21% 46,135,422
Mega VANGUARD CAPITAL MANAGEMENT LLC $4,120,637,272 7.54% 42,406,476
Mega STATE STREET CORP $3,624,685,382 6.63% 37,302,515
Mega MORGAN STANLEY $2,366,014,862 4.33% 24,349,232
Mega Capital International Investors $1,822,379,429 3.34% 18,754,548
Mega FMR LLC $1,803,970,959 3.30% 18,565,102
Mega JPMORGAN CHASE & CO $1,743,997,821 3.19% 17,947,904
Mega GEODE CAPITAL MANAGEMENT, LLC $1,427,228,780 2.61% 14,687,957
Large Newport Trust Company, LLC Bank $1,091,123,387 2.00% 11,229,015
Mega Invesco Ltd. $1,026,610,275 1.88% 10,565,095
Mega BANK OF AMERICA CORP /DE/ Bank $1,009,127,353 1.85% 10,385,174
Mega FRANKLIN RESOURCES INC $968,240,160 1.77% 9,964,394
Mega DEUTSCHE BANK AG\ Bank $906,546,538 1.66% 9,329,490
Mega PRICE T ROWE ASSOCIATES INC /MD/ $893,083,639 1.63% 9,190,940
Mega NORTHERN TRUST CORP Bank $642,753,602 1.18% 6,614,733
Mega Legal & General Group Plc $594,712,367 1.09% 6,120,329
Mega Clearbridge Investments, LLC $561,283,847 1.03% 5,776,308
Mega Capital Research Global Investors $513,698,824 0.94% 5,286,599
Mega Bank of New York Mellon Corp Bank $490,302,805 0.90% 5,045,825
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $482,630,266 0.88% 4,966,865
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $454,160,918 0.83% 4,673,880
Mega GOLDMAN SACHS GROUP INC $443,878,389 0.81% 4,568,060
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $428,874,952 0.78% 4,413,656
Large Pictet Asset Management Holding SA $414,428,786 0.76% 4,264,987
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $406,432,375 0.74% 4,182,694
Mega VANGUARD FIDUCIARY TRUST CO Bank $356,982,951 0.65% 3,673,798
Large BAHL & GAYNOR INC $329,907,502 0.60% 3,395,158
Large COHEN & STEERS, INC. $322,513,254 0.59% 3,319,062
Mid Perpetual Ltd $295,314,690 0.54% 3,039,155
Mega National Pension Service Pension $292,096,129 0.53% 3,006,032
Mega UBS Group AG $287,385,811 0.53% 2,957,557
Mega Nuveen, LLC $270,185,946 0.49% 2,780,549
Mega HSBC HOLDINGS PLC $236,799,399 0.43% 2,436,960
Large DekaBank Deutsche Girozentrale Bank $226,686,338 0.41% 2,332,884
Mid Magellan Asset Management Ltd $219,445,715 0.40% 2,258,369
Mega WELLS FARGO & COMPANY/MN $217,823,363 0.40% 2,241,673
Large BESSEMER GROUP INC $216,857,005 0.40% 2,231,728
Mega MILLENNIUM MANAGEMENT LLC $213,443,719 0.39% 2,196,601
Large Mitsubishi UFJ Trust & Banking Corp $212,205,772 0.39% 2,183,861
Mega JENNISON ASSOCIATES LLC $205,229,744 0.38% 2,112,069
Mega DIMENSIONAL FUND ADVISORS LP $203,705,437 0.37% 2,096,382
Mega Capital World Investors $202,936,144 0.37% 2,088,465
Mid DUFF & PHELPS INVESTMENT MANAGEMENT CO $202,761,431 0.37% 2,086,667
Mid REAVES W H & CO INC $200,949,405 0.37% 2,068,019
Mega Swiss National Bank Bank $186,119,418 0.34% 1,915,400
Large Balyasny Asset Management L.P. $175,751,962 0.32% 1,808,706
Mid ANTIPODES PARTNERS Ltd $167,384,264 0.31% 1,722,592
Mega Mitsubishi UFJ Asset Management Co., Ltd. $166,100,551 0.30% 1,709,381
Mega BANK OF MONTREAL /CAN/ Bank $161,531,129 0.30% 1,662,356
Mega PRINCIPAL FINANCIAL GROUP INC $158,647,805 0.29% 1,632,683
Mega BARCLAYS PLC $156,892,914 0.29% 1,614,623
Large BROOKFIELD Corp /ON/ $156,497,143 0.29% 1,610,550
Mega Amundi $154,323,837 0.28% 1,588,184
Large Russell Investments Group, Ltd. $151,933,452 0.28% 1,563,584
Mega NEUBERGER BERMAN GROUP LLC $150,795,012 0.28% 1,551,868
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $150,241,338 0.27% 1,546,170
Mega ROYAL BANK OF CANADA Bank $147,975,815 0.27% 1,522,855
Mega Sumitomo Mitsui Trust Group, Inc. $138,535,171 0.25% 1,425,699
Mega Vanguard Global Advisers, LLC $138,527,106 0.25% 1,425,616
Mid Merewether Investment Management, LP $137,280,609 0.25% 1,412,788
Large MARSHALL WACE, LLP $132,031,388 0.24% 1,358,767
Mid Energy Income Partners, LLC $130,468,020 0.24% 1,342,678
Mega ENVESTNET ASSET MANAGEMENT INC $127,933,924 0.23% 1,316,599
Large HighTower Advisors, LLC $126,805,781 0.23% 1,304,989
Mega CITADEL ADVISORS LLC $122,884,388 0.22% 1,264,633
Mega RHUMBLINE ADVISERS $122,613,381 0.22% 1,261,844
Mid Voss Capital, LP $121,948,350 0.22% 1,255,000
Mega VANGUARD ASSET MANAGEMENT, Ltd $119,225,549 0.22% 1,226,979
Large Empower Advisory Group, LLC $118,651,566 0.22% 1,221,072
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $117,518,563 0.22% 1,209,412
Large COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $112,549,678 0.21% 1,158,276
Mid TORTOISE CAPITAL ADVISORS, L.L.C. $109,770,325 0.20% 1,129,673
Large AVIVA PLC $107,529,779 0.20% 1,106,615
Mega AQR CAPITAL MANAGEMENT LLC $98,159,965 0.18% 1,010,188
Mega AMERIPRISE FINANCIAL INC $97,847,175 0.18% 1,006,969
Large JUPITER ASSET MANAGEMENT LTD $97,314,490 0.18% 1,001,487
Mega RAYMOND JAMES FINANCIAL INC $96,008,135 0.18% 988,043
Mega California Public Employees Retirement System Pension $95,349,131 0.17% 981,261
Large CANADA LIFE ASSURANCE Co Insurance $94,662,625 0.17% 974,196
Large Aberdeen Group plc $93,863,207 0.17% 965,969
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $90,718,300 0.17% 933,604
Large SG Americas Securities, LLC Broker-Dealer $85,960,663 0.16% 884,642
Mega BNP PARIBAS ARBITRAGE, SA $81,196,223 0.15% 835,610
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $80,913,167 0.15% 832,697
Large PRUDENTIAL FINANCIAL INC $80,310,518 0.15% 826,495
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $80,255,520 0.15% 825,929
Large TD Waterhouse Canada Inc. $78,580,018 0.14% 808,686
Mid KAYNE ANDERSON CAPITAL ADVISORS LP $75,442,981 0.14% 776,402
Large BANK OF NOVA SCOTIA Bank $75,071,987 0.14% 772,584
Mega LPL Financial LLC $74,238,268 0.14% 764,004
Mega CITIGROUP INC $73,689,257 0.13% 758,354
Mid Zimmer Partners, LP $67,980,132 0.12% 699,600
Large Ensign Peak Advisors, Inc $66,513,059 0.12% 684,502
Mega D. E. Shaw & Co., Inc. $65,373,060 0.12% 672,770
Mega ALLIANCEBERNSTEIN L.P. $62,224,364 0.11% 640,366
Large NATIONAL BANK OF CANADA /FI/ Bank $61,751,436 0.11% 635,499
Large Vanguard Investments Australia, Ltd. $61,621,230 0.11% 634,159
Mid Maryland State Retirement & Pension System Pension $60,441,100 0.11% 622,014
Large M&G PLC $60,391,057 0.11% 621,499
Key facts CIK 1032208 CUSIP 816851109 13F (30d) 123 filings 92 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)