Sempra (SRE) Institutional Ownership

$72.92
+0.05 (+0.07%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for Sempra (NYSE:SRE)

Current
Institutional Ownership
Percentage
89.65%
Number of
Institutional Buyers
(last 12 months)
829
Total
Institutional Inflows
(last 12 months)
$12.12B
Number of
Institutional Sellers
(last 12 months)
368
Total
Institutional Outflows
(last 12 months)
$1.39B
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SRE Institutional Buying and Selling by Quarter

Sempra Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024Central Pacific Bank Trust Division6,215$444K0.1%N/A0.001%
5/2/2024Mutual Advisors LLC21,403$1.54M0.0%+2.9%0.003%
5/2/2024Salomon & Ludwin LLC610$44K0.0%N/A0.000%
5/2/2024Jennison Associates LLC2,127,195$152.80M0.1%-13.4%0.337%
5/2/2024Mutual of America Capital Management LLC82,511$5.93M0.1%-8.4%0.013%
5/2/2024FORA Capital LLC68,968$4.95M0.4%N/A0.011%
5/2/2024Daiwa Securities Group Inc.81,084$5.82M0.0%-2.8%0.013%
5/2/2024Graypoint LLC4,644$334K0.0%+6.5%0.001%
5/2/2024Nordea Investment Management AB1,583,816$113.59M0.1%+5,279.4%0.251%
5/2/2024Mendel Money Management8,428$605K0.3%-211.7%0.001%
5/2/2024Fidelis Capital Partners LLC2,995$215K0.0%-5.3%0.000%
5/2/2024Choreo LLC13,432$965K0.0%+9.6%0.002%
5/2/2024Tokio Marine Asset Management Co. Ltd.13,995$1.01M0.1%+6.2%0.002%
5/2/2024 PDS Planning Inc3,185$229K0.0%N/A0.001%
5/2/2024 Fortem Financial Group LLC3,662$263K0.1%+11.3%0.001%
5/1/2024 Janney Montgomery Scott LLC258,225$18.55M0.1%+7.8%0.041%
5/1/2024 BNP Paribas Financial Markets952,003$68.38M0.1%+117.2%0.151%
5/1/2024 Centric Wealth Management3,613$259K0.1%N/A0.001%
5/1/2024 Mirae Asset Global Investments Co. Ltd.857,529$61.60M0.1%-55.9%0.136%
5/1/2024 Sequoia Financial Advisors LLC6,309$453K0.0%-36.2%0.001%
5/1/2024 Diversify Advisory Services LLC12,594$899K0.1%N/A0.002%
4/30/2024 Private Advisor Group LLC8,528$613K0.0%-11.5%0.001%
4/30/2024 Retirement Systems of Alabama138,902$9.98M0.0%+0.1%0.022%
4/30/2024 Norden Group LLC17,668$1.27M0.1%N/A0.003%
4/30/2024 Van ECK Associates Corp156,750$11.26M0.0%+3.7%0.025%
4/30/2024 HB Wealth Management LLC10,214$734K0.0%-5.8%0.002%
4/30/2024 Caprock Group LLC26,956$1.96M0.1%-16.0%0.004%
4/30/2024 Perigon Wealth Management LLC12,937$929K0.0%-36.2%0.002%
4/30/2024 Stock Yards Bank & Trust Co.24,295$1.75M0.1%+17.7%0.004%
4/30/2024 Allspring Global Investments Holdings LLC315,511$22.66M0.0%-4.5%0.050%
4/29/2024Commonwealth Equity Services LLC127,322$9.15M0.0%+0.6%0.020%
4/29/2024 Greenleaf Trust8,071$580K0.0%-10.9%0.001%
4/29/2024 Principal Financial Group Inc.1,882,973$135.25M0.1%-1.9%0.298%
4/29/2024 Benjamin Edwards Inc.3,686$265K0.1%+77.1%0.001%
4/29/2024 Benjamin F. Edwards & Company Inc.14,663$1.05M0.0%-5.1%0.002%
4/29/2024 RWA Wealth Partners LLC5,158$370K0.0%-36.3%0.001%
4/29/2024 American Capital Advisory LLC555$40K0.0%-50.0%0.000%
4/27/2024 Maple Brown Abbott Ltd1,322,740$95.01M9.8%+15.7%0.209%
4/26/2024 Securian Asset Management Inc.37,066$2.66M0.1%-6.8%0.006%
4/26/2024 UMB Bank n.a.13,391$962K0.0%-5.0%0.002%
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4/26/2024 Rocky Mountain Advisers LLC1,600$115K0.0%-23.1%0.000%
4/26/2024Prestige Wealth Management Group LLC2,841$206K0.0%+12.3%0.000%
4/26/2024 Yousif Capital Management LLC98,566$7.08M0.1%-0.8%0.016%
4/26/2024 YHB Investment Advisors Inc.1,025$74K0.0%N/A0.000%
4/26/2024 Opus Capital Group LLC5,648$406K0.1%-11.0%0.001%
4/26/2024 Mitchell & Pahl Private Wealth LLC26,251$1.89M1.0%+3.5%0.004%
4/26/2024 SYSTM Wealth Solutions LLC6,183$446K0.1%+3.9%0.001%
4/26/2024 Sumitomo Life Insurance Co.12,535$900K0.0%-3.4%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.8,506$611K0.0%N/A0.001%
4/26/2024 Checchi Capital Advisers LLC6,120$440K0.0%+15.0%0.001%
4/25/2024 Lindbrook Capital LLC1,935$139K0.0%-25.3%0.000%
4/25/2024 New York State Teachers Retirement System639,743$45.95M0.1%-1.0%0.101%
4/25/2024 Bank of New York Mellon Corp5,203,660$373.78M0.1%-2.9%0.823%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 219,514$15.77M0.1%+0.2%0.035%
4/25/2024 Aaron Wealth Advisors LLC7,826$562K0.1%+18.8%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.39,924$2.87M0.0%+0.9%0.006%
4/24/2024 V Square Quantitative Management LLC13,480$968K0.2%+23.7%0.002%
4/24/2024 Premier Path Wealth Partners LLC4,335$311K0.1%+3.4%0.001%
4/24/2024 Trinity Legacy Partners LLC46,467$3.34M1.0%+32.2%0.007%
4/24/2024 Simplicity Wealth LLC10,492$754K0.0%N/A0.002%
4/24/2024 Spire Wealth Management626$45K0.0%-28.9%0.000%
4/24/2024 Assenagon Asset Management S.A.14,714$1.06M0.0%-92.7%0.002%
4/23/2024 Global Retirement Partners LLC3,117$224K0.0%-26.3%0.000%
4/23/2024 Creative Capital Management Investments LLC928$67K0.0%-48.9%0.000%
4/23/2024 Louisiana State Employees Retirement System36,600$2.63M0.1%-3.9%0.006%
4/23/2024 Venturi Wealth Management LLC8,554$614K0.0%-7.7%0.001%
4/23/2024 Rational Advisors LLC595$43K0.0%N/A0.000%
4/23/2024 Amalgamated Bank130,087$9.34M0.1%-14.7%0.021%
4/23/2024 Gradient Investments LLC9,295$668K0.0%-31.0%0.001%
4/23/2024 New Mexico Educational Retirement Board31,682$2.28M0.1%-3.4%0.005%
4/23/2024 Wesbanco Bank Inc.3,088$222K0.0%N/A0.000%
4/23/2024 Stablepoint Partners LLC13,598$977K0.2%+12.2%0.002%
4/23/2024 Bank of Stockton3,278$235K0.1%N/A0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.75,371$5.41M0.0%-1.6%0.012%
4/23/2024 Stonegate Investment Group LLC10,769$774K0.0%+9.7%0.002%
4/22/2024 Greystone Financial Group LLC138,861$9.97M2.0%N/A0.022%
4/22/2024 Raymond James & Associates971,728$69.80M0.0%+6.7%0.154%
4/22/2024 IFM Investors Pty Ltd213,036$15.30M0.2%+4.2%0.034%
4/22/2024 Everpar Advisors LLC5,586$401K0.2%+11.0%0.001%
4/22/2024 Edge Financial Advisors LLC4,540$326K0.3%N/A0.001%
4/20/2024 Maryland State Retirement & Pension System586,730$39.60M0.8%+1.5%0.093%
4/19/2024 FORVIS Wealth Advisors LLC10,185$732K0.0%+1.7%0.002%
4/19/2024 First Trust Direct Indexing L.P.18,443$1.33M0.1%-2.1%0.003%
4/19/2024 Advisor Resource Council23,828$1.78M0.7%N/A0.004%
4/19/2024 Norden Group LLC17,668$1.27M0.0%N/A0.003%
4/19/2024 State of Alaska Department of Revenue74,326$5.34M0.1%-2.6%0.012%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,530,330$109.92M0.1%+0.8%0.242%
4/18/2024 SeaCrest Wealth Management LLC3,647$262K0.0%-46.6%0.001%
4/18/2024 Eagle Ridge Investment Management144,915$10.41M1.0%-0.9%0.023%
4/18/2024 Iams Wealth Management LLC7,552$534K0.3%+10.2%0.001%
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4/18/2024 Allspring Global Investments Holdings LLC315,511$22.66M0.0%-4.5%0.050%
4/18/2024 Hexagon Capital Partners LLC1,321$95K0.0%-11.8%0.000%
4/18/2024 Silvia Mccoll Wealth Management LLC13,041$915K0.8%-8.8%0.002%
4/17/2024 Founders Financial Securities LLC28,277$2.03M0.2%+13.7%0.004%
4/17/2024 Fox Hill Wealth Management16,573$1.19M0.8%+5.1%0.003%
4/17/2024 Vicus Capital4,195$301K0.0%N/A0.001%
4/17/2024 Trivant Custom Portfolio Group LLC41,792$3.00M1.9%-2.0%0.007%
4/17/2024 Hennion & Walsh Asset Management Inc.55,871$4.01M0.2%-3.5%0.009%
4/16/2024 Independence Bank of Kentucky1,755$126K0.0%+1,690.8%0.000%
4/16/2024 Financial Management Professionals Inc.4,960$356K0.1%+16.7%0.001%
(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, 1,134 institutional investors and hedge funds held shares of Sempra. The most heavily invested institutionals were Arete Wealth Advisors LLC ($218.38B), Vanguard Group Inc. ($4.57B), BlackRock Inc. ($4.21B), Capital International Investors ($4.10B), State Street Corp ($2.55B), Wellington Management Group LLP ($2.03B), and Price T Rowe Associates Inc. MD ($1.59B).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 1,067 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. ($32.00M), Wellington Management Group LLP ($15.71M), Norges Bank ($12.82M), Deutsche Bank AG ($9.13M), FMR LLC ($8.92M), Clearbridge Investments LLC ($7.80M), and Newport Trust Company LLC ($7.35M).

How much institutional buying is happening at Sempra?

Institutional investors have bought a total of 197,750,762 shares in the last 24 months. This purchase volume represents approximately $13.93B in transactions.

Which Sempra major shareholders have been selling company stock?

Of the 578 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 ($14.10M), Franklin Resources Inc. ($4.40M), Mitsubishi UFJ Trust & Banking Corp ($2.51M), Deutsche Bank AG ($2.26M), Mirae Asset Global Investments Co. Ltd. ($2.22M), BlackRock Inc. ($1.62M), and Magellan Asset Management Ltd ($1.28M).

How much institutional selling is happening at Sempra?

Institutional investors have sold a total of 50,185,038 shares in the last 24 months. This volume of shares sold represents approximately $3.79B in transactions.


This page (NYSE:SRE) was last updated on 5/3/2024 by MarketBeat.com Staff

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