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Sempra Energy (SRE) Institutional Ownership

Sempra Energy logo
$78.47 +0.42 (+0.54%)
As of 12:04 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Sempra Energy (NYSE:SRE)

Current
Institutional Ownership
Percentage
89.65%
Number of
Institutional Buyers
(last 12 months)
710
Total
Institutional Inflows
(last 12 months)
$17.88B
Number of
Institutional Sellers
(last 12 months)
436
Total
Institutional Outflows
(last 12 months)
$3.35B
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SRE Institutional Buying and Selling by Quarter

Sempra Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/15/2026Anchor Investment Management LLC285$26K0.0%N/A0.000%
9/9/2026Miramontes Capital LLC15,011$1.39M0.4%-9.2%0.002%
9/9/2026Core Capital Management & Research inc.2,700$250K0.1%N/A0.000%
9/9/2026The Manufacturers Life Insurance Company916,291$84.95M0.0%-1.9%0.140%
9/9/2026Sequoia Financial Advisors LLC62,622$5.81M0.0%+1.3%0.010%
9/9/2026Tidal Investments LLC80,245$7.44M0.0%+86.5%0.012%
9/9/2026Van Hulzen Asset Management LLC10,550$978K0.1%+3.5%0.002%
9/9/2026National Pension Service3,020,337$280.02M0.2%+0.5%0.462%
9/9/2026Engineers Gate Manager LP9,049$839K0.0%+228.9%0.001%
9/9/2026Cidel Asset Management Inc.4,710$437K0.0%+4.4%0.001%
9/9/2026NorthRock Partners LLC10,973$1.02M0.0%+2.1%0.002%
9/9/2026Community Bank N.A.28,226$2.62M0.3%+1.2%0.004%
9/9/2026RFG Advisory LLC8,358$775K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC30,210$2.80M0.0%+23.1%0.005%
9/9/2026IFP Advisors Inc3,374$313K0.0%+57.0%0.001%
9/9/2026Squarepoint Ops LLC31,011$2.88M0.0%+69.0%0.005%
9/9/2026Baird Financial Group Inc.16,258$1.51M0.0%+11.4%0.002%
9/8/2026Allworth Financial LP18,169$1.68M0.0%+24.6%0.003%
9/8/2026Arizona State Retirement System181,287$16.81M0.1%+1.4%0.028%
9/8/2026Waverly Advisors LLC19,925$1.85M0.0%+39.9%0.003%
9/8/2026Bank OZK18,182$1.69M0.5%N/A0.003%
9/8/2026Empirical Finance LLC21,944$2.03M0.1%+3.7%0.003%
9/4/2026Parkside Financial Bank & Trust2,498$232K0.0%+61.1%0.000%
8/26/2026Amundi1,584,168$146.87M0.0%N/A0.242%
8/26/2026HighTower Advisors LLC1,283,524$119.00M0.1%N/A0.196%
8/23/2026Greenland Capital Management LP78,150$7.25M0.9%N/A0.012%
8/23/2026Washington Trust Advisors Inc.2,915$270K0.0%+61.5%0.000%
8/23/2026Ameritas Advisory Services LLC4,188$388K0.0%-12.9%0.001%
8/23/2026Wedmont Private Capital4,668$440K0.0%+10.9%0.001%
8/23/2026Kintra Wealth LLC5,575$482K0.0%+160.3%0.001%
8/23/2026HB Wealth Management LLC22,574$2.09M0.0%+7.9%0.003%
8/23/2026Saudi Central Bank45,733$4.24M0.1%+89.8%0.007%
8/23/2026Angeles Wealth Management LLC2,557$239K0.0%-8.1%0.000%
8/20/2026Clifford Swan Investment Counsel LLC11,804$1.09M0.0%-12.7%0.002%
8/20/2026Quantitative Investment Management LLC2,925$271K0.0%N/A0.000%
8/20/2026Ancora Advisors LLC352$33K0.0%N/A0.000%
8/20/2026Sigma Planning Corp2,482$230K0.0%N/A0.000%
8/20/2026Two Sigma Securities LLC28,635$2.66M0.2%N/A0.004%
8/20/2026Benjamin Edwards Inc.29,545$2.74M0.0%N/A0.005%
8/20/2026GTS Securities LLC2,627$244K0.0%N/A0.000%
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8/20/2026Flputnam Investment Management Co.24,661$2.29M0.0%N/A0.004%
8/20/2026Cookson Peirce & Co. Inc.16,321$1.51M0.1%N/A0.002%
8/20/2026Northwestern Mutual Wealth Management Co.20,137$1.87M0.0%N/A0.003%
8/20/2026Wedbush Securities Inc.16,554$1.54M0.0%N/A0.003%
8/20/2026Meiji Yasuda Life Insurance Co17,951$1.66M0.1%N/A0.003%
8/20/2026Hennessy Advisors Inc.279,780$25.94M0.8%N/A0.043%
8/20/2026Greenwood Capital Associates LLC21,624$2.01M0.2%N/A0.003%
8/20/2026Greenleaf Trust10,560$979K0.0%N/A0.002%
8/19/2026Capital Advisors Inc. OK4,738$439K0.0%N/A0.001%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,993,157$462.92M0.1%N/A0.764%
8/19/2026New Mexico Educational Retirement Board32,482$3.01M0.1%N/A0.005%
8/19/2026Royal London Asset Management Ltd.464,801$43.09M0.1%N/A0.071%
8/19/2026Manchester Financial Inc.3,532$327K0.1%N/A0.001%
8/19/2026Toth Financial Advisory Corp656$61K0.0%N/A0.000%
8/19/2026Mufg Securities Americas Inc.19,688$1.83M0.1%N/A0.003%
8/19/2026Van ECK Associates Corp278,599$25.83M0.0%N/A0.043%
8/19/2026Nissay Asset Management Corp Japan87,227$8.09M0.0%N/A0.013%
8/19/2026Hsbc Holdings PLC2,585,731$239.94M0.1%N/A0.395%
8/19/2026Field & Main Bank700$65K0.0%N/A0.000%
8/19/2026Archer Investment Corp789$73K0.0%N/A0.000%
8/19/2026Kingsview Wealth Management LLC47,268$4.38M0.1%N/A0.007%
8/18/2026Beacon Pointe Advisors LLC16,389$1.52M0.0%N/A0.003%
8/18/2026Kimelman & Baird LLC1,500$139K0.0%N/A0.000%
8/18/2026Pin Oak Investment Advisors Inc.1,274$118K0.1%N/A0.000%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt4,541$423K0.0%N/A0.001%
8/18/2026Rakuten Investment Management Inc.106,898$10.04M0.0%N/A0.016%
8/18/2026RB Capital Management LLC2,199$204K0.0%N/A0.000%
8/18/2026Glenview Trust Co5,697$528K0.0%N/A0.001%
8/18/2026North Star Asset Management Inc.2,788$258K0.0%N/A0.000%
8/18/2026Empowered Funds LLC52,159$4.84M0.0%N/A0.008%
8/18/2026United Capital Financial Advisors LLC17,533$1.63M0.0%N/A0.003%
8/18/2026Bank OZK18,182$1.69M0.5%N/A0.003%
8/18/2026Equitable Holdings Inc.29,171$2.70M0.0%N/A0.004%
8/18/2026Centaurus Financial Inc.12,613$1.17M0.0%N/A0.002%
8/18/2026Brasada Capital Management LP8,778$814K0.0%N/A0.001%
8/18/2026Jefferies Financial Group Inc.29,101$2.70M0.0%N/A0.004%
8/18/2026Public Employees Retirement System of Ohio251,752$23.34M0.1%N/A0.039%
8/18/2026MASTERINVEST Kapitalanlage GmbH12,131$1.13M0.1%N/A0.002%
8/17/2026Capstone Investment Advisors LLC3,634$337K0.0%N/A0.001%
8/17/2026Proficio Capital Partners LLC2,498$232K0.0%N/A0.000%
8/17/2026Pure Financial Advisors LLC49,127$4.56M0.1%N/A0.008%
8/17/2026Transamerica Financial Advisors LLC422$39K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP491,010$45.52M0.0%N/A0.075%
8/17/2026Perennial Investment Advisors LLC8,063$748K0.0%N/A0.001%
8/17/2026Pingora Partners LLC400$37K0.0%N/A0.000%
8/17/2026Bank of America Corp DE10,323,114$957.06M0.1%N/A1.579%
8/17/2026Bcwm LLC122,291$11.34M3.3%N/A0.019%
8/15/2026Freestone Grove Partners LP274,187$25.42M0.2%N/A0.042%
8/15/2026Caisse de depot et placement du Quebec1,680,726$155.82M0.2%N/A0.257%
8/15/2026Pointe Capital Management LLC5,326$494K0.2%N/A0.001%
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8/15/2026Man Group plc92,047$8.53M0.0%N/A0.014%
8/15/2026Jupiter Topco LLC1,195,168$110.80M0.0%N/A0.183%
8/15/2026ABS Investment Management LLC50,093$5.38B3.7%N/A0.008%
8/14/2026Hsbc Holdings PLC2,585,731$239.94M0.1%N/A0.395%
8/14/2026EFG International AG22,112$2.05M0.0%N/A0.003%
8/14/2026Ancora Advisors LLC352$33K0.0%N/A0.000%
8/14/2026Canada Pension Plan Investment Board429,493$39.82M0.0%N/A0.066%
8/14/2026Legal & General Group Plc5,811,400$538.78M0.1%N/A0.889%
8/14/2026The Manufacturers Life Insurance Company916,291$84.95M0.1%N/A0.140%
8/14/2026Van Hulzen Asset Management LLC10,550$978K0.1%N/A0.002%


SRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,295 institutional investors and hedge funds held shares of Sempra Energy. The most heavily invested institutionals were Vanguard Group Inc. ($6.77B), BlackRock Inc. ($5.59B), ABS Investment Management LLC ($5.38B), Capital International Investors ($4.57B), Wellington Management Group LLP ($4.12B), State Street Corp ($3.27B), and Morgan Stanley ($1.97B).Learn more on Sempra Energy's institutional investors.

89.65% of Sempra Energy's stock is owned by institutional investors. Learn more on SRE's institutional investor holdings.

Of the 1,138 institutional investors that purchased Sempra Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($60.28M), Norges Bank ($37.12M), Wellington Management Group LLP ($14.49M), Vanguard Group Inc. ($14.21M), Bank of America Corp DE ($11.77M), Deutsche Bank AG ($9.67M), and JPMorgan Chase & Co. ($9.19M).

Institutional investors have bought a total of 195,095,870 shares in the last 24 months. This purchase volume represents approximately $17.88B in transactions.

Of the 436 institutional investors that sold Sempra Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($5.82M), Clearbridge Investments LLC ($4.90M), Marshall Wace LLP ($2.87M), Capital International Investors ($2.29M), Macquarie Group Ltd. ($1.65M), Ameriprise Financial Inc. ($1.19M), and First Trust Advisors LP ($1.19M).

Institutional investors have sold a total of 37,507,301 shares in the last 24 months. This volume of shares sold represents approximately $3.35B in transactions.


Related Companies

Institutional ownership data for NYSE:SRE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/15/2026. New 13F filings are added each quarter as they're published.
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