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Sempra (SRE) Institutional Ownership

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$85.24 +1.25 (+1.48%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Sempra (NYSE:SRE)

Current
Institutional Ownership
Percentage
89.65%
Number of
Institutional Buyers
(last 12 months)
601
Total
Institutional Inflows
(last 12 months)
$3.24B
Number of
Institutional Sellers
(last 12 months)
382
Total
Institutional Outflows
(last 12 months)
$1.63B
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SRE Institutional Buying and Selling by Quarter

Sempra Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Spinnaker Investment Group LLC19,031$1.67M0.4%N/A0.003%
1/17/2025 Mutual Advisors LLC21,776$1.83M0.1%+1.7%0.003%
1/17/2025 Janney Montgomery Scott LLC290,291$25.46M0.1%+4.8%0.046%
1/17/2025 SG Americas Securities LLC1,877$165K0.0%-86.6%0.000%
1/17/2025 Daymark Wealth Partners LLC5,822$511K0.0%+3.8%0.001%
1/17/2025 Dakota Wealth Management57,310$5.03M0.1%+14.6%0.009%
1/17/2025 Nisa Investment Advisors LLC249,785$22.07M0.1%+0.5%0.039%
1/17/2025 Simon Quick Advisors LLC2,639$231K0.0%N/A0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH5,426$476K0.0%+11.3%0.001%
1/17/2025 Atomi Financial Group Inc.10,257$900K0.0%+7.4%0.002%
1/17/2025 AMI Asset Management Corp6,618$581K0.0%-2.7%0.001%
1/17/2025 Alpha Cubed Investments LLC6,966$611K0.0%-12.0%0.001%
1/17/2025 Perpetual Ltd2,481,606$217.69M2.6%-9.8%0.392%
1/16/2025 Brookmont Capital Management17,712$1.55M0.8%-2.1%0.003%
1/16/2025 Mitchell & Pahl Private Wealth LLC28,318$2.48M1.2%+3.9%0.004%
1/16/2025 Ballentine Partners LLC4,629$406K0.0%+8.6%0.001%
1/16/2025 Pure Financial Advisors LLC35,057$3.08M0.1%+0.7%0.006%
1/16/2025 Harbor Investment Advisory LLC296$26K0.0%-37.7%0.000%
1/16/2025 DLK Investment Management LLC21,527$1.89M0.8%+19.4%0.003%
1/16/2025 UMB Bank n.a.13,381$1.17M0.0%+2.9%0.002%
1/16/2025 Mechanics Bank Trust Department9,000$789K0.1%-6.6%0.001%
1/16/2025 Diversify Advisory Services LLC2,684$235K0.0%N/A0.000%
1/16/2025 Gilman Hill Asset Management LLC7,698$675K0.1%-6.2%0.001%
1/16/2025 Grove Bank & Trust9,095$798K0.1%-14.2%0.001%
1/16/2025 My Legacy Advisors LLC8,211$677K0.3%-1.9%0.001%
1/15/2025 Aaron Wealth Advisors LLC7,111$624K0.1%-14.4%0.001%
1/15/2025 Financial Management Professionals Inc.7,187$630K0.1%+13.8%0.001%
1/15/2025 Jackson Square Capital LLC5,155$452K0.1%+16.2%0.001%
1/15/2025 Ameritas Advisory Services LLC6,086$534K0.0%N/A0.001%
1/15/2025 HB Wealth Management LLC18,787$1.65M0.0%+24.1%0.003%
1/15/2025 Arkadios Wealth Advisors5,178$454K0.0%+23.2%0.001%
1/15/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH5,056$444K0.1%-4.3%0.001%
1/15/2025 Trivant Custom Portfolio Group LLC16,282$1.43M0.8%-3.3%0.003%
1/15/2025 Brooklyn Investment Group3,917$344K0.1%+8.5%0.001%
1/15/2025 Merit Financial Group LLC4,095$359K0.0%N/A0.001%
1/15/2025 Householder Group Estate & Retirement Specialist LLC926$81K0.1%-81.0%0.000%
1/15/2025 Wealthcare Advisory Partners LLC3,357$294K0.0%+9.5%0.001%
1/15/2025 Procyon Advisors LLC59,982$5.26M0.3%+5.6%0.009%
1/15/2025 Everpar Advisors LLC5,233$459K0.2%-7.0%0.001%
1/15/2025 Hennessy Advisors Inc.279,580$24.53M0.7%-0.3%0.044%
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1/15/2025 Cypress Wealth Services LLC3,186$279K0.1%+27.0%0.001%
1/15/2025 Retireful LLC3,638$319K0.2%N/A0.001%
1/15/2025 Hennion & Walsh Asset Management Inc.48,175$4.23M0.2%-13.2%0.008%
1/14/2025 USA Financial Formulas13,659$1.20M0.2%N/A0.002%
1/14/2025 Silvia Mccoll Wealth Management LLC9,150$803K0.6%-15.7%0.001%
1/14/2025 Apella Capital LLC2,400$211K0.0%N/A0.000%
1/14/2025 Covea Finance324,945$28.50M1.3%-9.5%0.051%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.6,435$564K0.1%+24.1%0.001%
1/14/2025 Park Avenue Securities LLC19,241$1.69M0.0%+6.8%0.003%
1/14/2025 Assenagon Asset Management S.A.49,346$4.33M0.0%+177.2%0.008%
1/14/2025 Rockland Trust Co.5,712$501K0.0%-11.0%0.001%
1/14/2025 Define Financial LLC2,696$237K0.2%N/A0.000%
1/14/2025 Wallace Advisory Group LLC4,281$358K0.3%N/A0.001%
1/13/2025 Marion Wealth Management13,781$1.21M0.3%+1.5%0.002%
1/13/2025 First National Bank Sioux Falls2,320$204K0.1%N/A0.000%
1/13/2025 Cooper Financial Group11,710$1.03M0.1%+3.3%0.002%
1/13/2025 Moody National Bank Trust Division24,341$2.14M0.2%-3.7%0.004%
1/13/2025 Wedmont Private Capital6,102$535K0.0%+6.8%0.001%
1/13/2025 CHICAGO TRUST Co NA10,480$919K0.2%-4.1%0.002%
1/13/2025 Brookstone Capital Management6,575$577K0.0%+132.7%0.001%
1/13/2025 Czech National Bank137,334$12.05M0.1%+6.5%0.022%
1/10/2025 West Oak Capital LLC1,035$91K0.0%+696.2%0.000%
1/10/2025 Graypoint LLC4,487$394K0.0%+4.5%0.001%
1/10/2025 LVM Capital Management Ltd. MI6,677$586K0.1%+2.4%0.001%
1/10/2025 A. D. Beadell Investment Counsel Inc.6,775$594K0.5%-6.0%0.001%
1/10/2025 ST Germain D J Co. Inc.433$38K0.0%+225.6%0.000%
1/10/2025 Wealth Enhancement Advisory Services LLC144,231$12.06M0.0%+1.6%0.023%
1/10/2025 Baker Tilly Wealth Management LLC14,753$1.29M0.5%+10.8%0.002%
1/8/2025 First Hawaiian Bank21,144$1.86M0.1%-0.8%0.003%
1/6/2025 Fortem Financial Group LLC5,037$442K0.2%+3.8%0.001%
1/6/2025 Pensionfund Sabic21,400$1.88M0.5%+30.5%0.003%
1/6/2025 Nordea Investment Management AB777,113$68.13M0.1%-31.6%0.123%
1/3/2025 Everence Capital Management Inc.24,646$2.16M0.1%-4.5%0.004%
1/3/2025 Centre Asset Management LLC4,828$424K0.1%+7.7%0.001%
1/3/2025 GAMMA Investing LLC13,341$1.17M0.1%+7.7%0.002%
1/3/2025 Versant Capital Management Inc1,006$88K0.0%+126.1%0.000%
12/26/2024JPMorgan Chase & Co.3,428,132$286.70M0.0%+8.8%0.541%
12/19/2024Principal Financial Group Inc.1,637,235$136.92M0.1%-8.3%0.258%
12/13/2024B. Riley Wealth Advisors Inc.7,345$615K0.0%-2.2%0.001%
12/12/2024SPX Gestao de Recursos Ltda154,760$12.94M1.7%+91.4%0.024%
12/9/2024Copley Financial Group Inc.764$64K0.1%N/A0.000%
12/6/2024Retirement Systems of Alabama138,493$11.58M0.0%-0.8%0.022%
11/27/2024Franklin Resources Inc.7,695,988$639.92M0.2%+1.7%1.215%
11/25/2024Synovus Financial Corp6,846$573K0.0%+5.9%0.001%
11/25/2024Tidal Investments LLC19,687$1.65M0.0%-2.6%0.003%
11/25/2024Blankinship & Foster LLC16,000$1.34M0.2%N/A0.003%
11/25/2024Wilmington Savings Fund Society FSB4,548$380K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC72,094$6.03M0.1%N/A0.011%
11/25/2024Sanctuary Advisors LLC190,714$15.95M0.1%+14.4%0.030%
11/22/2024Stock Yards Bank & Trust Co.23,309$1.95M0.1%-3.0%0.004%
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11/20/2024Virtu Financial LLC2,943$246K0.0%N/A0.000%
11/19/2024Unigestion Holding SA395,055$33.02M1.6%N/A0.062%
11/19/2024TCW Group Inc.84,301$7.05M0.1%+24.4%0.013%
11/18/2024TD Private Client Wealth LLC16,864$1.41M0.0%+23.7%0.003%
11/18/2024 Fortem Financial Group LLC4,853$406K0.2%+37.8%0.001%
11/18/2024Teachers Retirement System of The State of Kentucky137,428$11.49M0.1%-2.0%0.022%
11/18/2024Sunbelt Securities Inc.6,510$544K0.1%-2.9%0.001%
11/18/2024Toronto Dominion Bank279,944$23.41M0.0%+41.6%0.044%
11/18/2024Coldstream Capital Management Inc.7,117$605K0.0%+18.0%0.001%
11/18/2024RB Capital Management LLC3,437$287K0.1%+6.2%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, 1,131 institutional investors and hedge funds held shares of Sempra. The most heavily invested institutionals were Arete Wealth Advisors LLC ($218.38B), Vanguard Group Inc. ($4.39B), BlackRock Inc. ($4.21B), Capital International Investors ($3.77B), Wellington Management Group LLP ($2.87B), State Street Corp ($2.77B), and FMR LLC ($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 1,048 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. ($31.33M), Wellington Management Group LLP ($15.64M), Norges Bank ($12.82M), FMR LLC ($10.50M), Deutsche Bank AG ($9.13M), Clearbridge Investments LLC ($8.91M), and Newport Trust Company LLC ($7.35M).

How much institutional buying is happening at Sempra?

Institutional investors have bought a total of 198,715,775 shares in the last 24 months. This purchase volume represents approximately $14.01B in transactions.

Which Sempra major shareholders have been selling company stock?

Of the 567 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 ($6.55M), Capital International Investors ($2.72M), Mitsubishi UFJ Trust & Banking Corp ($2.21M), Deutsche Bank AG ($1.91M), Point72 Asset Management L.P. ($1.57M), AMF Tjanstepension AB ($1.56M), and Mirae Asset Global Investments Co. Ltd. ($1.15M).

How much institutional selling is happening at Sempra?

Institutional investors have sold a total of 43,753,703 shares in the last 24 months. This volume of shares sold represents approximately $3.32B in transactions.


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This page (NYSE:SRE) was last updated on 1/20/2025 by MarketBeat.com Staff
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