SRE Institutional Ownership & Shareholders
SEMPRA (SRE) is currently held by 1,248 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $53.78B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SRE tracked by InsiderSet, reporting ownership valued at approximately $5.59B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.18B, representing an estimated loss of -7.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed SRE value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Wellington Management Group Llp, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in SEMPRA (SRE).
This page ranks the largest institutional SRE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,248
Total Reported Value
$53.78B
Largest Holder
Blackrock, Inc.
Largest Position
$5.59B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.08% | 60,280,191 | $5,588,576,527 | $5,182,288,020 | -$406,288,507 | -7.27% | |
| Wellington Management Group Llp | 0.70% | 43,813,771 | $4,061,974,709 | $3,766,669,893 | -$295,304,816 | -7.27% | |
| Vanguard Capital Management Llc | 0.08% | 42,684,252 | $3,957,269,651 | $3,669,565,144 | -$287,704,507 | -7.27% | |
| State Street Corp | 0.10% | 37,992,032 | $3,546,556,535 | $3,266,174,991 | -$280,381,544 | -7.91% | |
| Vanguard Portfolio Management Llc | 0.16% | 37,319,559 | $3,459,896,315 | $3,208,362,487 | -$251,533,828 | -7.27% | |
| Morgan Stanley | 0.12% | 25,024,468 | $2,320,018,679 | $2,151,353,514 | -$168,665,165 | -7.27% | |
| Jpmorgan Chase & Co | 0.11% | 20,050,848 | $1,882,975,313 | $1,723,771,403 | -$159,203,910 | -8.45% | |
| Fmr Llc | 0.08% | 19,497,023 | $1,807,568,897 | $1,676,159,067 | -$131,409,830 | -7.27% | |
| Geode Capital Management, Llc | 0.08% | 15,621,315 | $1,470,367,308 | $1,342,964,451 | -$127,402,857 | -8.66% | |
| Capital International Investors | 0.28% | 14,525,687 | $1,347,563,452 | $1,248,773,311 | -$98,790,141 | -7.33% | |
| Invesco Ltd. | 0.09% | 11,693,217 | $1,084,078,138 | $1,005,265,865 | -$78,812,273 | -7.27% | |
| Newport Trust Company, Llc | 2.45% | 10,941,399 | $1,014,377,132 | $940,632,072 | -$73,745,060 | -7.27% | |
| Bank Of America Corp | 0.06% | 10,323,114 | $957,055,935 | $887,478,111 | -$69,577,824 | -7.27% | |
| Deutsche Bank Ag\ | 0.26% | 9,671,008 | $896,599,152 | $831,416,558 | -$65,182,594 | -7.27% | |
| Norges Bank | 0.09% | 9,320,773 | $864,128,865 | $801,306,855 | -$62,822,010 | -7.27% | |
| Price T Rowe Associates Inc | 0.08% | 9,066,823 | $840,586,000 | $779,474,773 | -$61,111,227 | -7.27% | |
| Northern Trust Corp | 0.07% | 6,521,656 | $604,622,728 | $560,666,766 | -$43,955,962 | -7.27% | |
| Capital World Investors | 0.07% | 6,231,386 | $577,711,796 | $535,712,254 | -$41,999,542 | -7.27% | |
| Legal & General Group Plc | 0.11% | 5,811,400 | $538,774,894 | $499,606,058 | -$39,168,836 | -7.27% | |
| Goldman Sachs Group Inc | 0.05% | 5,596,341 | $518,836,765 | $481,117,436 | -$37,719,329 | -7.27% | |
| Clearbridge Investments, Llc | 0.43% | 5,596,056 | $518,810,372 | $481,092,934 | -$37,717,438 | -7.27% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.10% | 4,966,865 | $482,630,273 | $427,001,384 | -$55,628,889 | -11.53% | |
| Bank Of New York Mellon Corp | 0.08% | 5,017,818 | $465,202,003 | $431,381,813 | -$33,820,190 | -7.27% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.53% | 4,781,365 | $443,288,433 | $411,053,949 | -$32,234,484 | -7.27% | |
| Massachusetts Financial Services Co | 0.14% | 4,670,985 | $433,047,018 | $401,564,580 | -$31,482,438 | -7.27% | |
| Charles Schwab Investment Management Inc | 0.05% | 4,222,746 | $391,490,781 | $363,029,474 | -$28,461,307 | -7.27% | |
| Pictet Asset Management Holding Sa | 0.35% | 4,700,225 | $366,429,541 | $404,078,343 | +$37,648,802 | +10.27% | |
| Vanguard Fiduciary Trust Co | 0.07% | 3,670,824 | $340,322,093 | $315,580,739 | -$24,741,354 | -7.27% | |
| Wells Fargo & Company/Mn | 0.06% | 3,445,954 | $319,474,437 | $296,248,665 | -$23,225,772 | -7.27% | |
| Bahl & Gaynor Inc | 1.30% | 3,038,636 | $281,711,908 | $261,231,537 | -$20,480,371 | -7.27% | |
| National Pension Service | 0.18% | 3,020,337 | $280,015,443 | $259,658,372 | -$20,357,071 | -7.27% | |
| Millennium Management Llc | 0.18% | 2,865,477 | $265,658,373 | $246,345,058 | -$19,313,315 | -7.27% | |
| Hsbc Holdings Plc | 0.12% | 2,585,731 | $239,937,410 | $222,295,294 | -$17,642,116 | -7.35% | |
| Aqr Capital Management Llc | 0.08% | 2,528,386 | $234,406,644 | $217,365,344 | -$17,041,300 | -7.27% | |
| Perpetual Ltd | 3.49% | 2,941,084 | $229,286,908 | $252,844,991 | +$23,558,083 | +10.27% | |
| Neuberger Berman Group Llc | 0.16% | 2,458,785 | $217,141,220 | $211,381,746 | -$5,759,474 | -2.65% | |
| Magellan Asset Management Ltd | 4.65% | 2,242,974 | $207,946,120 | $192,828,475 | -$15,117,645 | -7.27% | |
| Nuveen, Llc | 0.05% | 2,202,117 | $204,158,175 | $189,315,998 | -$14,842,177 | -7.27% | |
| Dimensional Fund Advisors Lp | 0.04% | 2,147,234 | $199,095,716 | $184,597,707 | -$14,498,009 | -7.28% | |
| Ontario Teachers Pension Plan Board | 1.22% | 2,075,296 | $192,400,692 | $178,413,197 | -$13,987,495 | -7.27% | |
| Duff & Phelps Investment Management Co | 1.80% | 2,055,243 | $190,541,579 | $176,689,241 | -$13,852,338 | -7.27% | |
| Jennison Associates Llc | 0.11% | 2,045,621 | $189,649,523 | $175,862,037 | -$13,787,486 | -7.27% | |
| Voss Capital, Lp | 9.44% | 2,036,737 | $188,825,887 | $175,098,280 | -$13,727,607 | -7.27% | |
| Reaves W H & Co Inc | 2.67% | 1,898,237 | $175,985,552 | $163,191,435 | -$12,794,117 | -7.27% | |
| Swiss National Bank | 0.09% | 1,842,800 | $170,845,988 | $158,425,516 | -$12,420,472 | -7.27% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.09% | 1,829,061 | $169,572,245 | $157,244,374 | -$12,327,871 | -7.27% | |
| Ubs Group Ag | 0.03% | 1,813,175 | $168,099,454 | $155,878,655 | -$12,220,799 | -7.27% | |
| Antipodes Partners Ltd | 3.01% | 1,773,357 | $164,407,928 | $152,455,501 | -$11,952,427 | -7.27% | |
| Royal Bank Of Canada | 0.03% | 1,760,856 | $163,247,000 | $151,380,790 | -$11,866,210 | -7.27% | |
| Caisse De Depot Et Placement Du Quebec | 0.22% | 1,680,726 | $155,820,107 | $144,492,014 | -$11,328,093 | -7.27% |
Frequently asked questions about SRE
Who are the largest institutional holders of SRE?
The largest institutional holders of SRE reported in the latest SEC Form 13F filings include Blackrock, Inc., Wellington Management Group Llp, Vanguard Capital Management Llc, State Street Corp, and Vanguard Portfolio Management Llc. InsiderSet ranks institutional holders by their latest reported SRE position.
What is SRE institutional ownership?
This page tracks SRE positions reported by institutional investment managers through SEC Form 13F. SEMPRA (SRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SRE?
InsiderSet currently tracks 1,248 institutional managers reporting SRE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SRE shareholders.
How much SRE stock do institutions own?
Institutional investment managers disclosed approximately $53.78B in SRE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SRE institutional ownership last updated?
The latest SRE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SRE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SRE position after the reporting date.
Are institutions buying or selling SRE?
Institutional buying and selling can be analyzed by comparing SRE positions across consecutive 13F reporting periods. InsiderSet's SRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SRE ownership changes.
How has SRE institutional ownership changed over time?
InsiderSet tracks SRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.