SRE Institutional Ownership
Who owns Sempra and what the big funds did with it last quarter, from every SEC 13F filing. 1,287 funds reported holding SRE at Jun 30, 2026, together owning 92.3% of the company.
- ▲612 buying vs 521 selling
- ▲Held by funds +2.1 pts
- ●Funds holding +11
- ▲Superinvestors: 3 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,287 | 1,276 | +0.9% |
| In funds' top 10 | 11 | 13 | −15.4% |
| 13F shares | 603M | 590M | +2.3% |
| Held by funds | 92.3% | 90.2% | +2.1 pts |
| New positions | 107 | 146 | −26.7% |
| Increased | 505 | 493 | +2.4% |
| Reduced | 424 | 384 | +10.4% |
| Sold out | 97 | 90 | +7.8% |
| Calls (shares) | 129K | 172K | −25.0% |
| Puts (shares) | 51K | 160K | −68.0% |
| Put/call ratio | 0.40 | 0.93 | −57.4% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SRE
All superinvestors →
Who owns SRE
share of fund held shares- Index and passive funds38.5%
- Active managers and hedge funds37.6%
- Banks and brokers19.2%
- Pensions, insurers and other4.8%
The top 10 holders own 52.5% of all SRE shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
412 funds changed their position- DekaBank Deutsche GirozentraleTrimmed−1.5M sh
- Assenagon Asset Management S.A.Trimmed−622K sh
- Munich Reinsurance Co Stock Corp in MunichAdded+440K sh
- Todd Asset Management LLCSold out−365K sh
- Principal Financial Group IncTrimmed−216K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.22% | 60.3M | $5.6B | +368K |
| 2 | Wellington Management Group LLP | 6.70% | 43.8M | $4.1B | −2.3M |
| 3 | Vanguard Capital Management LLC | 6.53% | 42.7M | $4B | +278K |
| 4 | State Street Corp | 5.81% | 38M | $3.5B | +690K |
| 5 | Vanguard Portfolio Management LLC | 5.71% | 37.3M | $3.5B | +9.3M |
| 6 | Morgan Stanley | 3.83% | 25M | $2.3B | +675K |
| 7 | Jpmorgan Chase & Co | 3.07% | 20.1M | $1.9B | +2.1M |
| 8 | Fmr LLC | 2.98% | 19.5M | $1.8B | +932K |
| 9 | Geode Capital Management, LLC | 2.39% | 15.6M | $1.5B | +933K |
| 10 | Capital International Investors | 2.22% | 14.5M | $1.3B | −4.2M |
- Norges Bank+9.3M sh+$864M
- Vanguard Portfolio Management LLC+9.3M sh+$862M
- Capital World Investors+4.1M sh+$384M
- Jpmorgan Chase & Co+2.1M sh+$197M
- Ontario Teachers Pension Plan Board+2.1M sh+$192M
- Caisse de depot et placement du Quebec+1.6M sh+$150M
- AQR Capital Management LLC+1.5M sh+$141M
- Wells Fargo & Company/mn+1.2M sh+$112M
- Capital Research Global Investors−5.3M sh−$514M
- Capital International Investors−4.2M sh−$392M
- Cohen & Steers, Inc.−2.5M sh−$233M
- Wellington Management Group LLP−2.3M sh−$215M
- Bessemer Group Inc−2.2M sh−$205M
- Merewether Investment Management, LP−1.4M sh−$137M
- Marshall Wace, LLP−1.4M sh−$132M
- UBS Group AG−1.1M sh−$106M
SRE institutional ownership FAQ
Who owns the most SRE stock?
In Q2 2026 13F filings the largest holder of SRE was BlackRock, Inc., followed by Wellington Management Group LLP and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of SRE is owned by institutions?
Funds that file 13F reports held 92.3% of SRE's shares at Jun 30, 2026, compared with 90.2% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying SRE?
In Q2 2026, 612 funds bought SRE (107 of them new positions) and 521 sold (97 sold out completely). Among well known investors, 3 added and 2 cut. Our fund sentiment for SRE is bullish.
What is SRE's institutional put/call ratio?
Funds reported $4.7M of SRE puts against $12M of calls, a put/call ratio of 0.40 (0.93 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this SRE ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.