Sempra (SRE) Institutional Ownership

$75.23
+1.24 (+1.68%)
(As of 05/8/2024 ET)

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

Current
Institutional Ownership
Percentage
89.65%
Number of
Institutional Buyers
(last 12 months)
833
Total
Institutional Inflows
(last 12 months)
$12.09B
Number of
Institutional Sellers
(last 12 months)
368
Total
Institutional Outflows
(last 12 months)
$1.41B
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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
5/8/2024Bleakley Financial Group LLC10,510$755K0.0%+8.6%0.002%
5/8/2024ProShare Advisors LLC147,801$10.62M0.0%+1.6%0.023%
5/8/2024Avantax Advisory Services Inc.6,776$487K0.0%-20.0%0.001%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,263,421$90.75M0.6%+6.6%0.200%
5/8/2024US Bancorp DE153,727$11.04M0.0%+1.9%0.024%
5/8/2024Hohimer Wealth Management LLC51,290$3.68M0.9%N/A0.008%
5/8/2024Russell Investments Group Ltd.425,293$30.53M0.0%+0.5%0.067%
5/8/2024Qsemble Capital Management LP9,565$687K0.2%-29.5%0.002%
5/8/2024QRG Capital Management Inc.5,316$382K0.0%-33.8%0.001%
5/8/2024Headlands Technologies LLC2,365$170K0.0%N/A0.000%
5/8/2024Williams Jones Wealth Management LLC.4,126$296K0.0%+19.7%0.001%
5/7/2024Meeder Advisory Services Inc.8,316$597K0.1%-6.1%0.001%
5/7/2024Pointe Capital Management LLC5,988$430K0.3%-4.6%0.001%
5/7/2024NorthRock Partners LLC3,127$225K0.0%+12.3%0.000%
5/7/2024Sei Investments Co.315,789$22.68M0.0%-4.0%0.050%
5/7/2024GW Henssler & Associates Ltd.328,966$23.63M1.4%+10.1%0.052%
5/7/2024Chilton Capital Management LLC293,641$21.09M1.0%+7.3%0.046%
5/7/2024Concurrent Investment Advisors LLC20,705$1.49M0.1%+16.4%0.003%
5/7/2024Atomi Financial Group Inc.6,758$485K0.0%+79.4%0.001%
5/7/2024Susquehanna Fundamental Investments LLC54,290$3.90M0.2%N/A0.009%
5/7/2024Susquehanna Portfolio Strategies LLC143,161$10.28M0.2%-48.5%0.023%
5/7/2024KCM Investment Advisors LLC31,996$2.30M0.1%-1.1%0.005%
5/7/2024Swiss National Bank1,884,700$135.38M0.1%-4.2%0.298%
5/7/2024Reaves W H & Co. Inc.1,175,459$84.43M3.0%+3.8%0.186%
5/7/2024Forsta AP Fonden117,200$8.42M0.1%+13.7%0.019%
5/7/2024Oppenheimer Asset Management Inc.169,473$12.17M0.2%-14.5%0.027%
5/7/2024Oppenheimer & Co. Inc.37,386$2.69M0.0%-11.8%0.006%
5/7/2024Obermeyer Wood Investment Counsel Lllp9,993$718K0.0%+78.1%0.002%
5/7/2024Brooklyn Investment Group3,054$218K0.1%-24.6%0.000%
5/7/2024 Wealthspire Advisors LLC4,732$340K0.0%-6.3%0.001%
5/7/2024 SG Americas Securities LLC155,854$11.20M0.1%+249.9%0.025%
5/7/2024 Empowered Funds LLC9,896$711K0.0%+24.9%0.002%
5/7/2024 AIA Group Ltd38,842$2.79M0.1%+64.3%0.006%
5/7/2024 Sciencast Management LP20,729$1.49M0.9%N/A0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.24,563$1.76M0.0%+12.1%0.004%
5/6/2024 Empirical Finance LLC22,448$1.61M0.1%+3.5%0.004%
5/6/2024 Kayne Anderson Capital Advisors LP988,271$70.99M2.0%-18.6%0.156%
5/6/2024 Texas Permanent School Fund Corp130,088$9.34M0.1%+0.1%0.021%
5/4/2024 One Degree Advisors Inc15,485$1.11M0.6%-2.1%0.002%
5/4/2024 Csenge Advisory Group6,806$489K0.0%+7.9%0.001%
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5/3/2024 FDx Advisors Inc.29,232$2.10M0.3%-4.7%0.005%
5/3/2024 Larson Financial Group LLC1,245$89K0.0%-93.9%0.000%
5/3/2024 Chevy Chase Trust Holdings LLC348,916$25.06M0.1%-0.7%0.055%
5/3/2024 AA Financial Advisors LLC4,379$315K0.1%N/A0.001%
5/3/2024 GSA Capital Partners LLP11,353$815K0.1%N/A0.002%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S13,220$950K0.0%+36.4%0.002%
5/3/2024 Central Pacific Bank Trust Division6,215$444K0.1%N/A0.001%
5/2/2024 Mutual Advisors LLC21,403$1.54M0.0%+2.9%0.003%
5/2/2024 Salomon & Ludwin LLC610$44K0.0%N/A0.000%
5/2/2024 Jennison Associates LLC2,127,195$152.80M0.1%-13.4%0.337%
5/2/2024 Mutual of America Capital Management LLC82,511$5.93M0.1%-8.4%0.013%
5/2/2024 FORA Capital LLC68,968$4.95M0.4%N/A0.011%
5/2/2024 Daiwa Securities Group Inc.81,084$5.82M0.0%-2.8%0.013%
5/2/2024 Graypoint LLC4,644$334K0.0%+6.5%0.001%
5/2/2024 Nordea Investment Management AB1,583,816$113.59M0.1%+5,279.4%0.251%
5/2/2024 Mendel Money Management8,428$605K0.3%-211.7%0.001%
5/2/2024 Fidelis Capital Partners LLC2,995$215K0.0%-5.3%0.000%
5/2/2024 Choreo LLC13,432$965K0.0%+9.6%0.002%
5/2/2024 Tokio 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%
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%
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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%
(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, 1,136 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 1,065 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 197,475,991 shares in the last 24 months. This purchase volume represents approximately $13.90B 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 50,595,679 shares in the last 24 months. This volume of shares sold represents approximately $3.82B in transactions.


This page (NYSE:SRE) was last updated on 5/9/2024 by MarketBeat.com Staff

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