Sempra (SRE) Institutional Ownership

$78.55

+0.48 (+0.61%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 89.65%
Number of Institutional Buyers (last 12 months): 830
Total Institutional Inflows (last 12 months): $11.92B

Number of Institutional Sellers (last 12 months): 354
Total Institutional Outflows (last 12 months): $1.23B

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SRE Institutional Buying and Selling by Quarter

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Sempra Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	West Branch Capital LLC	1,019	$77K	0.0%	-35.5%	0.000%
7/26/2024	Lester Murray Antman dba SimplyRich	12,558	$955K	0.3%	+1.2%	0.002%
7/26/2024	Conning Inc.	4,184	$318K	0.0%	+3.8%	0.001%
7/26/2024	Simmons Bank	3,880	$295K	0.0%	-8.3%	0.001%
7/26/2024	Checchi Capital Advisers LLC	6,580	$500K	0.0%	+7.5%	0.001%
7/26/2024	Financial Connections Group Inc.	458	$34K	0.0%	N/A	0.000%
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7/26/2024	Harbour Investments Inc.	5,281	$402K	0.0%	+4.0%	0.001%
7/26/2024	Patriot Financial Group Insurance Agency LLC	7,599	$578K	0.1%	N/A	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	40,810	$3.10M	0.0%	+2.2%	0.006%
7/26/2024	Atomi Financial Group Inc.	9,035	$687K	0.1%	+33.7%	0.001%
7/26/2024	Atlantic Edge Private Wealth Management LLC	2,610	$199K	0.1%	+7.4%	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	307,344	$23.38M	0.0%	-2.6%	0.049%
7/26/2024	State of Michigan Retirement System	198,220	$15.08M	0.1%	-1.7%	0.031%
7/26/2024	Bailard Inc.	3,105	$236K	0.0%	-4.5%	0.000%
7/26/2024	Bank of New York Mellon Corp	5,186,550	$394.49M	0.1%	-0.3%	0.823%
7/26/2024	Patten Group Inc.	3,718	$283K	0.1%	+4.4%	0.001%
7/25/2024	New Millennium Group LLC	1,676	$127K	0.1%	N/A	0.000%
7/25/2024	Raymond James Trust N.A.	18,147	$1.38M	0.0%	+35.5%	0.003%
7/25/2024	AMG National Trust Bank	4,833	$368K	0.0%	-8.5%	0.001%
7/25/2024	Spirit of America Management Corp NY	10,750	$818K	0.2%	+4.9%	0.002%
7/25/2024	Etesian Wealth Advisors Inc.	4,940	$376K	0.2%	-6.3%	0.001%
7/25/2024	Bank of Stockton	3,078	$234K	0.1%	-6.1%	0.000%
7/24/2024	Family Firm Inc.	394	$30K	0.0%	N/A	0.000%
7/24/2024	Grove Bank & Trust	10,096	$768K	0.1%	+15.4%	0.002%
7/24/2024	Retirement Systems of Alabama	139,598	$10.62M	0.0%	+0.5%	0.022%
7/24/2024	Quotient Wealth Partners LLC	11,949	$909K	0.0%	+119.3%	0.002%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	112,286	$8.54M	0.1%	+25.4%	0.018%
7/24/2024	Cornerstone Wealth Group LLC	39,435	$3.00M	0.3%	-46.2%	0.006%
7/24/2024	New York State Teachers Retirement System	607,063	$46.17M	0.1%	-5.1%	0.096%
7/24/2024	Eagle Ridge Investment Management	143,504	$10.92M	1.0%	-1.0%	0.023%
7/24/2024	My Legacy Advisors LLC	10,266	$781K	0.2%	N/A	0.002%
7/24/2024	Louisiana State Employees Retirement System	35,800	$2.72M	0.1%	-2.2%	0.006%
7/23/2024	Hennessy Advisors Inc.	283,980	$21.60M	0.8%	-4.9%	0.045%
7/23/2024	Rockland Trust Co.	7,236	$550K	0.0%	-2.7%	0.001%
7/23/2024	Vicus Capital	3,924	$298K	0.0%	-6.5%	0.001%
7/23/2024	Fifth Third Wealth Advisors LLC	15,313	$1.17M	0.1%	+316.6%	0.002%
7/23/2024	Prossimo Advisors LLC	5,435	$413K	0.4%	N/A	0.001%
7/22/2024	Atria Wealth Solutions Inc.	27,336	$2.08M	0.0%	-2.1%	0.004%
7/22/2024	Capital Advisory Group Advisory Services LLC	2,747	$209K	0.1%	-26.0%	0.000%
7/22/2024	Aaron Wealth Advisors LLC	8,352	$635K	0.1%	+6.7%	0.001%
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7/22/2024	Fifth Third Bancorp	46,353	$3.53M	0.0%	+2.3%	0.007%
7/22/2024	Financial Advisory Partners LLC	49,951	$3.80M	1.4%	-3.7%	0.008%
7/22/2024	Commerzbank Aktiengesellschaft FI	2,714	$207K	0.0%	N/A	0.000%
7/22/2024	Chevy Chase Trust Holdings LLC	345,884	$26.31M	0.1%	-0.9%	0.055%
7/22/2024	Sanibel Captiva Trust Company Inc.	5,789	$440K	0.0%	+6.5%	0.001%
7/22/2024	SeaCrest Wealth Management LLC	3,794	$289K	0.0%	+4.0%	0.001%
7/22/2024	Dakota Wealth Management	19,852	$1.51M	0.0%	+11.0%	0.003%
7/20/2024	First Horizon Advisors Inc.	2,578	$196K	0.0%	+237.4%	0.000%
7/20/2024	Nisa Investment Advisors LLC	130,993	$9.96M	0.1%	-0.4%	0.021%
7/20/2024	Hennion & Walsh Asset Management Inc.	54,790	$4.17M	0.2%	-1.9%	0.009%
7/19/2024	Raymond James & Associates	1,180,886	$89.82M	0.1%	+21.5%	0.187%
7/19/2024	Maple Brown Abbott Ltd	1,236,030	$94.01M	9.9%	-6.6%	0.196%
7/19/2024	TCW Group Inc.	67,765	$5.15M	0.0%	+28.2%	0.011%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	1,416,431	$107.73M	0.1%	-7.4%	0.225%
7/19/2024	Sumitomo Life Insurance Co.	11,069	$842K	0.0%	-11.7%	0.002%
7/19/2024	Everpar Advisors LLC	6,806	$518K	0.3%	+21.8%	0.001%
7/18/2024	Blue Trust Inc.	2,896	$208K	0.0%	+165.2%	0.000%
7/18/2024	Baker Tilly Wealth Management LLC	18,317	$1.39M	0.6%	-17.0%	0.003%
7/18/2024	Pure Financial Advisors LLC	35,118	$2.67M	0.1%	-8.4%	0.006%
7/18/2024	Dash Acquisitions Inc.	2,604	$202K	0.1%	N/A	0.000%
7/18/2024	Triad Wealth Partners LLC	1,688	$128K	0.1%	N/A	0.000%
7/18/2024	Assenagon Asset Management S.A.	15,111	$1.15M	0.0%	+2.7%	0.002%
7/18/2024	Swedbank AB	371,703	$28.27M	0.0%	-2.3%	0.059%
7/17/2024	Trivant Custom Portfolio Group LLC	16,730	$1.27M	0.8%	-60.0%	0.003%
7/17/2024	Manchester Financial Inc.	4,302	$327K	0.1%	-3.2%	0.001%
7/17/2024	Brookmont Capital Management	18,525	$1.41M	0.8%	-1.9%	0.003%
7/17/2024	Baader Bank Aktiengesellschaft	2,858	$217K	0.0%	N/A	0.000%
7/16/2024	Envestnet Portfolio Solutions Inc.	25,647	$1.95M	0.0%	+4.4%	0.004%
7/16/2024	ORG Partners LLC	2,400	$180K	0.0%	N/A	0.000%
7/16/2024	Riverview Trust Co	484	$37K	0.0%	-33.7%	0.000%
7/16/2024	Fortress Wealth Management Inc.	2,748	$209K	0.1%	N/A	0.000%
7/16/2024	V Square Quantitative Management LLC	12,321	$937K	0.2%	-8.6%	0.002%
7/16/2024	Great Valley Advisor Group Inc.	4,542	$345K	0.0%	+29.3%	0.001%
7/16/2024	Wealth Enhancement Advisory Services LLC	135,621	$10.32M	0.0%	+10.0%	0.022%
7/16/2024	Diversified Trust Co	5,624	$428K	0.0%	N/A	0.001%
7/16/2024	Meyer Handelman Co.	58,675	$4.46M	0.2%	-5.3%	0.009%
7/16/2024	EWG Elevate Inc.	2,807	$213K	0.1%	N/A	0.000%
7/16/2024	Silvia Mccoll Wealth Management LLC	12,647	$962K	0.8%	-3.0%	0.002%
7/16/2024	M&G Plc	802,809	$61.01M	0.4%	-11.1%	0.127%
7/16/2024	Wedmont Private Capital	5,398	$416K	0.0%	+13.8%	0.001%
7/16/2024	Bangor Savings Bank	398	$30K	0.0%	-29.2%	0.000%
7/16/2024	Cooper Financial Group	11,059	$841K	0.1%	+14.1%	0.002%
7/16/2024	Sequoia Financial Advisors LLC	6,708	$510K	0.0%	+6.3%	0.001%
7/16/2024	Alpha Cubed Investments LLC	7,949	$605K	0.0%	-9.5%	0.001%
7/16/2024	Advisor Resource Council	24,425	$1.86M	0.0%	+2.5%	0.004%
7/15/2024	Pachira Investments Inc.	2,901	$221K	0.2%	N/A	0.000%
7/15/2024	D.B. Root & Company LLC	4,628	$352K	0.1%	+44.4%	0.001%
7/15/2024	Securian Asset Management Inc.	36,388	$2.77M	0.1%	-1.8%	0.006%
7/15/2024	Livforsakringsbolaget Skandia Omsesidigt	1,079	$83K	0.0%	-50.5%	0.000%
7/15/2024	Czech National Bank	120,594	$9.17M	0.1%	+8.9%	0.019%
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7/13/2024	Spectrum Asset Management Inc. NB CA	5,236	$401K	0.2%	-86.9%	0.001%
7/13/2024	Mechanics Bank Trust Department	9,740	$741K	0.1%	+2.6%	0.002%
7/12/2024	Ignite Planners LLC	10,604	$807K	0.2%	+5.0%	0.002%
7/12/2024	Sound Income Strategies LLC	15,125	$1.15M	0.1%	+2,591.3%	0.002%
7/12/2024	Congress Park Capital LLC	3,480	$265K	0.1%	+18.0%	0.001%
7/12/2024	SG Americas Securities LLC	84,077	$6.40M	0.0%	-46.1%	0.013%
7/12/2024	Opal Wealth Advisors LLC	507	$39K	0.0%	N/A	0.000%
7/12/2024	Gilman Hill Asset Management LLC	8,283	$630K	0.1%	-9.6%	0.001%
7/12/2024	A. D. Beadell Investment Counsel Inc.	7,210	$548K	0.5%	N/A	0.001%
7/11/2024	CHICAGO TRUST Co NA	10,068	$766K	0.2%	-13.4%	0.002%

(Data available from 1/1/2016 forward)

SRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SRE shares?: During the previous two years, 1,123 institutional investors and hedge funds held shares of Sempra. The most heavily invested institutionals were Arete Wealth Advisors LLC ($218.38B), Vanguard Group Inc. ($4.39B), BlackRock Inc. ($4.21B), Capital International Investors ($3.77B), State Street Corp ($2.55B), Wellington Management Group LLP ($2.03B), and Newport Trust Co ($1.07B).Learn more on SRE's institutional investors.
What percentage of Sempra stock is owned by institutional investors?: 89.65% of Sempra stock is owned by institutional investors. Learn more on SRE's institutional investor holdings.
Which institutional investors have been buying Sempra stock?: Of the 1,045 institutional investors that purchased Sempra stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($31.96M), Wellington Management Group LLP ($15.51M), Norges Bank ($12.82M), Deutsche Bank AG ($9.13M), FMR LLC ($8.92M), Clearbridge Investments LLC ($8.04M), and Newport Trust Company LLC ($7.35M).

How much institutional buying is happening at Sempra?: Institutional investors have bought a total of 195,303,493 shares in the last 24 months. This purchase volume represents approximately $13.67B in transactions.
Which Sempra major shareholders have been selling company stock?: Of the 582 institutional investors that sold Sempra stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($14.14M), Franklin Resources Inc. ($4.40M), Capital International Investors ($2.72M), Mitsubishi UFJ Trust & Banking Corp ($2.54M), Deutsche Bank AG ($2.26M), BlackRock Inc. ($1.62M), and AMF Tjanstepension AB ($1.56M).
How much institutional selling is happening at Sempra?: Institutional investors have sold a total of 52,988,142 shares in the last 24 months. This volume of shares sold represents approximately $3.96B in transactions.