Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SRE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 60.3M | $5.59B | +0.6% | 9.221% | 0.08% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 43.8M | $4.06B | -5.0% | 6.702% | 0.70% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 42.7M | $3.96B | +0.7% | 6.530% | 0.08% |
| 4 | STATE STREET CORP | 38.0M | $3.55B | +1.8% | 5.812% | 0.05% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 37.3M | $3.46B | +33.2% | 5.709% | 0.16% |
| 6 | MORGAN STANLEY | 25.0M | $2.32B | +2.8% | 3.828% | 0.12% |
| 7 | JPMORGAN CHASE & CO | 20.1M | $1.88B | +11.7% | 3.067% | 0.10% |
| 8 | FMR LLC | 19.5M | $1.81B | +5.0% | 2.982% | 0.08% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 15.6M | $1.47B | +6.3% | 2.390% | 0.08% |
| 10 | Capital International Investors | 14.5M | $1.35B | -22.6% | 2.222% | 0.28% |
| 11 | Invesco Ltd. | 11.7M | $1.08B | +10.7% | 1.789% | 0.09% |
| 12 | Newport Trust Company, LLC | 10.9M | $1.01B | -2.6% | 1.674% | 2.45% |
| 13 | BANK OF AMERICA CORP /DE/ | 10.3M | $957.1M | -0.6% | 1.579% | 0.06% |
| 14 | FRANKLIN RESOURCES INC | 10.1M | $933.6M | +1.1% | 1.540% | 0.20% |
| 15 | DEUTSCHE BANK AG\ | 9.7M | $896.6M | +3.7% | 1.479% | 0.26% |
| 16 | NORGES BANK | 9.3M | $864.1M | — | 1.426% | 0.09% |
| 17 | NORTHERN TRUST CORP | 6.5M | $604.6M | -1.4% | 0.998% | 0.07% |
| 18 | Capital World Investors | 6.2M | $577.7M | +198.4% | 0.953% | 0.07% |
| 19 | Legal & General Group Plc | 5.8M | $538.8M | -5.1% | 0.889% | 0.11% |
| 20 | GOLDMAN SACHS GROUP INC | 5.6M | $518.8M | +22.5% | 0.856% | 0.05% |
| 21 | Clearbridge Investments, LLC | 5.6M | $518.8M | -3.1% | 0.856% | 0.43% |
| 22 | Bank of New York Mellon Corp | 5.0M | $465.2M | -0.6% | 0.768% | 0.08% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 5.0M | $462.9M | +0.5% | 0.764% | 0.08% |
| 24 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4.8M | $443.3M | +8.3% | 0.731% | 0.53% |
| 25 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.7M | $433.0M | -0.1% | 0.715% | 0.14% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SRE — a direct measure of their conviction.
Filings activity in SRE during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new SRE position in Q2 2026
Institutions that fully closed their SRE position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,288 | +1.6% | 92.52% | +1.98 pp | $54.55B | 0.9% |
| Q1 2026 | 1,268 | +6.7% | 90.54% | 2.21 pp | $55.04B | +7.2% |
| Q4 2025 | 1,188 | +5.4% | 92.75% | 0.37 pp | $51.36B | 2.1% |
| Q3 2025 | 1,127 | +2.4% | 93.12% | +2.42 pp | $52.44B | +22% |
| Q2 2025 | 1,101 | 1.9% | 90.70% | +4.42 pp | $42.96B | +11% |
| Q1 2025 | 1,122 | 4.3% | 86.28% | 3.25 pp | $38.75B | 22% |
| Q4 2024 | 1,173 | +9.8% | 89.53% | +2.01 pp | $49.77B | +8.5% |
| Q3 2024 | 1,068 | — | 87.52% | — | $45.86B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SRE stock.
Based on Q2 2026 13F filings, institutional ownership of Sempra stands at 92.5%, held across 1,288 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SRE, with approximately 60,280,191 shares worth $5.59B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SRE.
Our composite Smart Money Score for SRE is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
101 institutions opened new positions in SRE during Q2 2026, while 95 fully exited. 306 added to existing positions and 839 trimmed.
SRE institutional ownership rose by 1.98 percentage points quarter-over-quarter, with a net change of +20 holders.
The top 10 institutions account for 54.0% of all reported 13F value in SRE, and the top 25 account for 72.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Sempra (SRE) Institutional Ownership