SRE Institutional Holdings

Name: SRE (Sempra) Institutional Holdings — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Sempra · SEC 13F

1,272 institutions hold SRE, totaling 751.1M shares ($69.2B）.
As of 2026Q1 · SEC EDGAR 13F

Quarterly Changes

2025Q4 → 2026Q1

↑ New Positions (5)

VANGUARD CAPITAL MANAGEMENT LLC $8.2B

VANGUARD PORTFOLIO MANAGEMENT LLC $2.7B

HSBC HOLDINGS PLC $675M

VANGUARD FIDUCIARY TRUST CO $357M

Capital World Investors $203M

↑ Increased (5)

CWM, LLC +137938.1%

BNP PARIBAS ASSET MANAGEMENT Holding S.A. +122976.9%

Daiwa Securities Group Inc. +115787.4%

IFM Investors Pty Ltd +99993.8%

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main +5951.3%

↓ Decreased (5)

Kentucky Retirement Systems -100.0%

Capital Innovations LLC -99.9%

MEEDER ASSET MANAGEMENT INC -99.6%

SOA Wealth Advisors, LLC. -97.5%

Strategic Investment Solutions, Inc. /IL -96.4%

↓ Exited Positions (5)

VANGUARD GROUP INC $6.8B

Brandywine Global Investment Management, LLC $77M

RNC CAPITAL MANAGEMENT LLC $54M

BW Gestao de Investimentos Ltda. $17M

PUBLIC SECTOR PENSION INVESTMENT BOARD $15M

All Holders (Top 100)

Rank	Institution	Shares	Value
1	VANGUARD CAPITAL MANAGEMENT LLC	84.8M	$8.2B
2	MORGAN STANLEY	65.8M	$6.1B
3	BlackRock, Inc.	59.9M	$5.8B
4	WELLINGTON MANAGEMENT GROUP LLP	46.1M	$4.5B
5	STATE STREET CORP	37.3M	$3.6B
6	VANGUARD PORTFOLIO MANAGEMENT LLC	28.0M	$2.7B
7	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	25.2M	$2.2B
8	Capital International Investors	18.8M	$1.8B
9	FMR LLC	18.6M	$1.8B
10	BARCLAYS PLC	21.5M	$1.8B
11	JPMORGAN CHASE & CO	17.9M	$1.7B
12	GEODE CAPITAL MANAGEMENT, LLC	14.7M	$1.4B
13	NORGES BANK	18.8M	$1.3B
14	Newport Trust Company, LLC	11.2M	$1.1B
15	Invesco Ltd.	10.6M	$1.0B
16	BANK OF AMERICA CORP /DE/	10.4M	$1.0B
17	FRANKLIN RESOURCES INC	10.0M	$968M
18	DEUTSCHE BANK AG\	9.3M	$907M
19	GOLDMAN SACHS GROUP INC	9.1M	$840M
20	HSBC HOLDINGS PLC	7.4M	$675M
21	NORTHERN TRUST CORP	6.6M	$643M
22	Legal & General Group Plc	6.1M	$595M
23	Clearbridge Investments, LLC	5.8M	$561M
24	Capital Research Global Investors	5.3M	$514M
25	Bank of New York Mellon Corp	5.0M	$490M
26	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	5.0M	$483M
27	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	4.7M	$454M
28	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4.4M	$429M
29	Pictet Asset Management Holding SA	4.3M	$414M
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.2M	$406M
31	VANGUARD FIDUCIARY TRUST CO	3.7M	$357M
32	BAHL & GAYNOR INC	3.4M	$330M
33	Perpetual Ltd	3.0M	$295M
34	National Pension Service	3.0M	$292M
35	UBS Group AG	3.0M	$287M
36	Nuveen, LLC	2.8M	$270M
37	DANSKE BANK A/S	2.7M	$228M
38	Magellan Asset Management Ltd	2.3M	$219M
39	WELLS FARGO & COMPANY/MN	2.2M	$218M
40	MILLENNIUM MANAGEMENT LLC	2.2M	$213M
41	Mitsubishi UFJ Trust & Banking Corp	2.2M	$212M
42	JENNISON ASSOCIATES LLC	2.1M	$205M
43	DIMENSIONAL FUND ADVISORS LP	2.1M	$204M
44	Capital World Investors	2.1M	$203M
45	DUFF & PHELPS INVESTMENT MANAGEMENT CO	2.1M	$203M
46	REAVES W H & CO INC	2.1M	$201M
47	Swiss National Bank	1.9M	$186M
48	Balyasny Asset Management L.P.	1.8M	$176M
49	ANTIPODES PARTNERS Ltd	1.7M	$167M
50	Mitsubishi UFJ Asset Management Co., Ltd.	1.7M	$166M
51	BANK OF MONTREAL /CAN/	1.7M	$162M
52	PRINCIPAL FINANCIAL GROUP INC	1.6M	$159M
53	BROOKFIELD Corp /ON/	1.6M	$156M
54	Amundi	1.6M	$154M
55	Russell Investments Group, Ltd.	1.6M	$152M
56	NEUBERGER BERMAN GROUP LLC	1.6M	$151M
57	ADAGE CAPITAL PARTNERS GP, L.L.C.	1.5M	$150M
58	ROYAL BANK OF CANADA	1.5M	$148M
59	Sumitomo Mitsui Trust Group, Inc.	1.4M	$139M
60	Vanguard Global Advisers, LLC	1.4M	$139M
61	Merewether Investment Management, LP	1.4M	$137M
62	MARSHALL WACE, LLP	1.4M	$132M
63	Energy Income Partners, LLC	1.3M	$130M
64	ENVESTNET ASSET MANAGEMENT INC	1.3M	$128M
65	HighTower Advisors, LLC	1.3M	$127M
66	CITADEL ADVISORS LLC	1.3M	$123M
67	RHUMBLINE ADVISERS	1.3M	$123M
68	Voss Capital, LP	1.3M	$122M
69	VANGUARD ASSET MANAGEMENT, Ltd	1.2M	$119M
70	Empower Advisory Group, LLC	1.2M	$119M
71	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	1.2M	$118M
72	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	1.2M	$113M
73	TORTOISE CAPITAL ADVISORS, L.L.C.	1.1M	$110M
74	AVIVA PLC	1.1M	$108M
75	AMERIPRISE FINANCIAL INC	1.0M	$98M
76	AQR CAPITAL MANAGEMENT LLC	1.0M	$98M
77	JUPITER ASSET MANAGEMENT LTD	1.0M	$97M
78	Rockefeller Capital Management L.P.	1.0M	$96M
79	RAYMOND JAMES FINANCIAL INC	988K	$96M
80	California Public Employees Retirement System	981K	$95M
81	Corient Private Wealth LLC	1.0M	$95M
82	Aberdeen Group plc	966K	$94M
83	MANUFACTURERS LIFE INSURANCE COMPANY, THE	934K	$91M
84	BNP PARIBAS FINANCIAL MARKETS	836K	$81M
85	NEW YORK STATE COMMON RETIREMENT FUND	833K	$81M
86	PRUDENTIAL FINANCIAL INC	826K	$80M
87	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	826K	$80M
88	TD Waterhouse Canada Inc.	809K	$79M
89	KAYNE ANDERSON CAPITAL ADVISORS LP	776K	$75M
90	BANK OF NOVA SCOTIA	773K	$75M
91	LPL Financial LLC	764K	$74M
92	CITIGROUP INC	758K	$74M
93	DAVIDSON INVESTMENT ADVISORS	859K	$72M
94	Zimmer Partners, LP	700K	$68M
95	Ensign Peak Advisors, Inc	685K	$67M
96	D. E. Shaw & Co., Inc.	673K	$65M
97	JANUS HENDERSON GROUP PLC	658K	$64M
98	NATIONAL BANK OF CANADA /FI/	635K	$62M
99	Vanguard Investments Australia, Ltd.	634K	$62M
100	Maryland State Retirement & Pension System	622K	$60M

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Data source: SEC EDGAR Form 13F · Updated 2026-07-09