Who owns Sempra (SREA)
Which tracked institutional funds hold SREA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SREA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
168 tracked funds added or opened SREA while 306 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SREA’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes SREA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SREA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1211 tracked filers holding SREA, 599 increased or opened the position and 579 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SREA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 38
- ONTARIO TEACHERS PENSION PLAN BOARD$192M
- Jupiter Topco LLC$111M
- RENAISSANCE TECHNOLOGIES LLC$33M
- MIZUHO MARKETS AMERICAS LLC$33M
- Nykredit A/S$24M
- VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$10M
Full exits 79
- Capital Research Global Investors$514M
- COHEN & STEERS, INC.$323M
- DekaBank Deutsche Girozentrale$231M
- BESSEMER GROUP INC$217M
- Amundi$154M
- Merewether Investment Management, LP$137M
Largest adds
- VANGUARD PORTFOLIO MANAGEMENT LLC$737M
- BlackRock, Inc.$394M
- Capital World Investors$375M
- JPMORGAN CHASE & CO$150M
- Caisse de depot et placement du Quebec$149M
- AQR CAPITAL MANAGEMENT LLC$137M
Largest trims
- NORGES BANK$477M
- Capital International Investors$474M
- WELLINGTON MANAGEMENT GROUP LLP$421M
- VANGUARD CAPITAL MANAGEMENT LLC$163M
- UBS Group AG$119M
- BALYASNY ASSET MANAGEMENT L.P.$109M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 60,280,191 | $5.6B | 11.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 43,813,771 | $4.1B | 8.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 42,684,252 | $4.0B | 7.8% | 2026-Q2 |
| STATE STREET CORP added | 37,992,032 | $3.5B | 7.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 37,319,559 | $3.5B | 6.8% | 2026-Q2 |
| MORGAN STANLEY added | 25,024,468 | $2.3B | 4.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 20,050,848 | $1.9B | 3.7% | 2026-Q2 |
| FMR LLC added | 19,497,023 | $1.8B | 3.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 15,621,315 | $1.5B | 2.9% | 2026-Q2 |
| Capital International Investors trimmed | 14,525,687 | $1.3B | 2.7% | 2026-Q2 |
| Invesco Ltd. added | 11,693,217 | $1.1B | 2.1% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 10,941,399 | $1.0B | 2.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 10,323,114 | $957M | 1.9% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 10,069,999 | $934M | 1.8% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 9,671,008 | $897M | 1.8% | 2026-Q2 |
| NORGES BANK trimmed | 9,320,773 | $864M | 1.7% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 9,066,823 | $841M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 6,521,656 | $605M | 1.2% | 2026-Q2 |
| Capital World Investors added | 6,231,386 | $578M | 1.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 5,811,400 | $539M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 5,596,341 | $519M | 1.0% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 5,596,056 | $519M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 5,017,818 | $465M | 0.9% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 4,993,157 | $463M | 0.9% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,781,365 | $443M | 0.9% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 4,670,985 | $433M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,222,746 | $391M | 0.8% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 4,093,625 | $380M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 3,670,824 | $340M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,445,954 | $319M | 0.6% | 2026-Q2 |
| Bahl & Gaynor LLC trimmed | 3,038,636 | $282M | 0.6% | 2026-Q2 |
| National Pension Service added | 3,020,337 | $280M | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 2,865,477 | $266M | 0.5% | 2026-Q2 |
| Perpetual Ltd trimmed | 2,834,701 | $263M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 2,585,731 | $240M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,528,386 | $234M | 0.5% | 2026-Q2 |
| Magellan Asset Management Ltd trimmed | 2,242,974 | $208M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 2,202,117 | $204M | 0.4% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 2,175,661 | $202M | 0.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,147,234 | $199M | 0.4% | 2026-Q2 |
| ONTARIO TEACHERS PENSION PLAN BOARD new | 2,075,296 | $192M | 0.4% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 2,055,243 | $191M | 0.4% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 2,045,621 | $190M | 0.4% | 2026-Q2 |
| Voss Capital, LP added | 2,036,737 | $189M | 0.4% | 2026-Q2 |
| REAVES W H & CO INC trimmed | 1,898,237 | $176M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 1,842,800 | $171M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,829,061 | $170M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,813,175 | $168M | 0.3% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd added | 1,773,357 | $164M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,760,856 | $163M | 0.3% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 1,680,726 | $156M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,557,098 | $144M | 0.3% | 2026-Q2 |
| Brookfield Corp /ON/ trimmed | 1,555,826 | $144M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,549,808 | $144M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,544,369 | $143M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,437,596 | $133M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 1,408,095 | $131M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,384,344 | $128M | 0.3% | 2026-Q2 |
| Energy Income Partners, LLC added | 1,370,004 | $127M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 1,313,390 | $122M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 1,276,769 | $118M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 1,249,705 | $116M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,219,229 | $113M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 1,195,168 | $111M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,183,144 | $110M | 0.2% | 2026-Q2 |
| Empower Advisory Group, LLC trimmed | 1,146,724 | $106M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 1,131,095 | $105M | 0.2% | 2026-Q2 |
| AVIVA PLC added | 1,112,698 | $103M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,066,150 | $99M | 0.2% | 2026-Q2 |
| Aberdeen Group plc added | 1,061,353 | $98M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 1,060,377 | $98M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 1,040,686 | $96M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,027,846 | $95M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,014,306 | $94M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 996,124 | $92M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 946,547 | $88M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 943,734 | $88M | 0.2% | 2026-Q2 |
| Zimmer Partners, LP added | 918,800 | $85M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 916,291 | $85M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 909,397 | $84M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 907,570 | $84M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 893,041 | $82M | 0.2% | 2026-Q2 |
| TORTOISE CAPITAL ADVISORS, L.L.C. trimmed | 814,192 | $75M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 802,616 | $74M | 0.1% | 2026-Q2 |
| KAYNE ANDERSON CAPITAL ADVISORS LP added | 791,520 | $73M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 719,532 | $67M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 690,368 | $64M | 0.1% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 677,961 | $63M | 0.1% | 2026-Q2 |
| GROUPAMA ASSET MANAGMENT added | 660,554 | $62M | 0.1% | 2026-Q2 |
| M&G PLC added | 659,782 | $61M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System added | 654,670 | $61M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 651,958 | $60M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 619,413 | $60M | 0.1% | 2026-Q2 |
| DANSKE BANK A/S added | 598,123 | $55M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 590,725 | $55M | 0.1% | 2026-Q2 |
| RNC CAPITAL MANAGEMENT LLC added | 584,704 | $54M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 574,692 | $53M | 0.1% | 2026-Q2 |
| CI INVESTMENTS INC. added | 566,450 | $53M | 0.1% | 2026-Q2 |
| Munich Reinsurance Co Stock Corp in Munich | 555,569 | $52M | 0.1% | 2026-Q2 |
| AMF Tjanstepension AB | 546,238 | $51M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.