Ranked by reported Q1 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. | 59.9M | $5.82B | +4.2% | 9.165% | 0.10% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 46.1M | $4.48B | -1.1% | 7.058% | 0.84% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 42.4M | $4.12B | — | 6.487% | 0.10% |
| 4 | STATE STREET CORP | 37.3M | $3.65B | +1.3% | 5.707% | 0.13% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 28.0M | $2.72B | — | 4.286% | 0.14% |
| 6 | MORGAN STANLEY | 24.3M | $2.37B | +9.0% | 3.725% | 0.14% |
| 7 | Capital International Investors | 18.8M | $1.82B | -63.8% | 2.869% | 0.43% |
| 8 | FMR LLC | 18.6M | $1.80B | +1.8% | 2.840% | 0.10% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 14.7M | $1.42B | +2.7% | 2.247% | 0.09% |
| 10 | Newport Trust Co | 11.2M | $1.09B | -4.2% | 1.718% | 2.68% |
| 11 | Invesco Ltd. | 10.6M | $1.03B | +2.7% | 1.616% | 0.16% |
| 12 | BANK OF AMERICA CORP /DE/ | 10.4M | $1.01B | +16.1% | 1.589% | 0.07% |
| 13 | FRANKLIN RESOURCES INC | 10.0M | $968.2M | +10.3% | 1.524% | 0.24% |
| 14 | DEUTSCHE BANK AG\ | 9.3M | $906.5M | +1.8% | 1.427% | 0.30% |
| 15 | NORTHERN TRUST CORP | 6.6M | $642.8M | +0.1% | 1.012% | 0.08% |
| 16 | Legal & General Group Plc | 6.1M | $594.7M | -2.1% | 0.936% | 0.14% |
| 17 | Clearbridge Investments, LLC | 5.8M | $561.3M | -4.2% | 0.884% | 0.49% |
| 18 | Capital Research Global Investors | 5.3M | $513.6M | +560.8% | 0.809% | 0.08% |
| 19 | Bank of New York Mellon Corp | 5.0M | $490.3M | -0.3% | 0.772% | 0.09% |
| 20 | UBS ASSET MANAGEMENT AMERICAS INC | 5.0M | $482.6M | -2.3% | 0.760% | 0.10% |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.7M | $454.2M | +3.9% | 0.715% | 0.15% |
| 22 | GOLDMAN SACHS GROUP INC | 4.6M | $443.9M | +1.8% | 0.699% | 0.05% |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4.4M | $428.9M | +23.3% | 0.675% | 0.58% |
| 24 | Pictet Asset Management Holding SA | 4.3M | $414.4M | +0.3% | 0.652% | 0.44% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.2M | $406.4M | +2.7% | 0.640% | 0.06% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,244 | +5.3% | 87.78% | +3.05 pp | $52.96B | +3.6% |
| Q4 2025 | 1,181 | +6.1% | 84.73% | 1.49 pp | $51.12B | 1.7% |
| Q3 2025 | 1,113 | +1.1% | 86.22% | +15.01 pp | $52.01B | +21% |
| Q2 2025 | 1,101 | 1.9% | 71.21% | +6.98 pp | $42.96B | +11% |
| Q1 2025 | 1,122 | 4.3% | 64.23% | 18.26 pp | $38.75B | 22% |
| Q4 2024 | 1,173 | +9.8% | 82.49% | +6.47 pp | $49.77B | +8.5% |
| Q3 2024 | 1,068 | +6.4% | 76.02% | +6.59 pp | $45.86B | +9.5% |
| Q2 2024 | 1,004 | — | 69.43% | — | $41.89B | — |
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 Q1 2026 13F filings, institutional ownership of Sempra stands at 87.8%, held across 1,244 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SRE, with approximately 59,911,827 shares worth $5.82B as of Q1 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 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
182 institutions opened new positions in SRE during Q1 2026, while 119 fully exited. 886 added to existing positions and 170 trimmed.
SRE institutional ownership rose by 3.05 percentage points quarter-over-quarter, with a net change of +63 holders.
The top 10 institutions account for 55.3% of all reported 13F value in SRE, and the top 25 account for 73.0%.
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