Sempra — Institutional Ownership
Which tracked institutions hold SRE, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
55
Funds holding
$19676224797
Total value held
Buying
32 added/new · 21 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $5588576527 | 60280191 | +368364 | +0.61% |
| 2 | State Street Corp | $3546556535 | 37992032 | +689517 | +1.85% |
| 3 | Morgan Stanley | $2320018679 | 25024468 | +675236 | +2.77% |
| 4 | Jpmorgan Chase & Co | $1882975313 | 20050848 | +2102944 | +11.72% |
| 5 | Invesco Ltd. | $1084078138 | 11693217 | +11693217 | NEW BUY |
| 6 | Bank Of America Corp /De/ | $957055935 | 10323114 | -62060 | -0.60% |
| 7 | Franklin Resources Inc | $933589581 | 10069999 | +105605 | +1.06% |
| 8 | Northern Trust Corp | $604622728 | 6521656 | -93077 | -1.41% |
| 9 | Goldman Sachs Group Inc | $518836765 | 5596341 | +1028281 | +22.51% |
| 10 | Bank Of New York Mellon Corp | $465202003 | 5017818 | -28007 | -0.56% |
| 11 | Wells Fargo & Company/Mn | $361193937 | 3895954 | +1654281 | +73.80% |
| 12 | Ubs Group Ag | $172002545 | 1855275 | +1855275 | NEW BUY |
| 13 | Royal Bank Of Canada | $163247000 | 1760856 | +238001 | +15.63% |
| 14 | Brookfield Corp /On/ | $144240628 | 1555826 | -54724 | -3.40% |
| 15 | Principal Financial Group Inc | $143178585 | 1544369 | -88314 | -5.41% |
| 16 | Bank Of Montreal /Can/ | $121764400 | 1313390 | -348966 | -20.99% |
| 17 | Barclays Plc | $109689278 | 1183144 | -431479 | -26.72% |
| 18 | Citigroup Inc | $98307574 | 1060377 | +175915 | +19.89% |
| 19 | Raymond James Financial Inc | $94036261 | 1014306 | +26263 | +2.66% |
| 20 | Ameriprise Financial Inc | $87556489 | 943734 | +943734 | NEW BUY |
| 21 | Prudential Financial Inc | $54766115 | 590725 | -235770 | -28.53% |
| 22 | Stifel Financial Corp | $33790390 | 364472 | +364472 | NEW BUY |
| 23 | Janus Henderson Group Plc | $31955301 | 328845 | +328845 | NEW BUY |
| 24 | Hennessy Advisors Inc | $25938404 | 279780 | +279780 | NEW BUY |
| 25 | Sei Investments Co | $23446697 | 252896 | -231750 | -47.82% |
| 26 | Toronto Dominion Bank | $22061754 | 237965 | +14397 | +6.44% |
| 27 | Fifth Third Bancorp | $17055522 | 183966 | +1834 | +1.01% |
| 28 | Us Bancorp \De\ | $13953834 | 150509 | +3882 | +2.65% |
| 29 | Pnc Financial Services Group, Inc. | $11458271 | 123593 | +1024 | +0.84% |
| 30 | Nomura Holdings Inc | $9538283 | 102883 | +86423 | +525.05% |
| 31 | Truist Financial Corp | $7814447 | 84289 | -1150 | -1.35% |
| 32 | Bank Of Nova Scotia | $6229649 | 67195 | -705389 | -91.30% |
| 33 | Allstate Corp | $3663714 | 39518 | -9492 | -19.37% |
| 34 | M&T Bank Corp | $3371527 | 36368 | -1449 | -3.83% |
| 35 | Equitable Holdings, Inc. | $2704391 | 29171 | -1139 | -3.76% |
| 36 | Jefferies Financial Group Inc. | $2697953 | 29101 | +29101 | NEW BUY |
| 37 | Bank Ozk | $1685652 | 18182 | +18182 | NEW BUY |
| 38 | Atlantic Union Bankshares Corp | $1621591 | 17491 | — | Held |
| 39 | Banco Bilbao Vizcaya Argentaria, S.A. | $1361076 | 14681 | -5352 | -26.72% |
| 40 | Westwood Holdings Group Inc | $1146545 | 12367 | -22655 | -64.69% |
| 41 | Blackstone Inc. | $574802 | 6200 | +6200 | NEW BUY |
| 42 | Regions Financial Corp | $566180 | 6107 | -2930 | -32.42% |
| 43 | Pinnacle Financial Partners, Inc. | $397470 | 4287 | -509 | -10.61% |
| 44 | Associated Banc-Corp | $389382 | 4200 | -439 | -9.46% |
| 45 | Banco Santander, S.A. | $284991 | 3074 | +3074 | NEW BUY |
| 46 | Hilltop Holdings Inc. | $283692 | 3060 | -1235 | -28.75% |
| 47 | Federated Hermes, Inc. | $253284 | 2732 | +2732 | NEW BUY |
| 48 | Marex Group Ltd | $204982 | 2211 | +2211 | NEW BUY |
| 49 | Tompkins Financial Corp | $152972 | 1650 | — | Held |
| 50 | Cullen/Frost Bankers, Inc. | $90269 | 974 | +974 | NEW BUY |
| 51 | First Horizon Corp | $13814 | 149 | +149 | NEW BUY |
| 52 | Amalgamated Financial Corp. | $13478 | 80167 | +80167 | NEW BUY |
| 53 | Southstate Bank Corp | $4358 | 47 | +47 | NEW BUY |
| 54 | Texas Capital Bancshares Inc/Tx | $3869 | 43 | +43 | NEW BUY |
| 55 | Peapack Gladstone Financial Corp | $1237 | 13336 | -486 | -3.52% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.