Sempra Ownership | Who Owns Sempra?
Sempra Ownership Summary
Sempra is owned by 88.31% institutional investors, 0.02% insiders, and 11.67% retail investors. Blackrock is the largest institutional shareholder, holding 10.17% of SRE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in Sempra shares.
SRE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sempra | 88.31% | 0.02% | 11.67% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 64.36M | 10.17% | $4.90B |
| Vanguard group | 61.79M | 9.77% | $4.70B |
| Capital investors | 54.09M | 8.55% | $4.11B |
| Wellington management group llp | 34.20M | 5.40% | $2.60B |
| State street | 31.40M | 4.96% | $2.41B |
| Morgan stanley | 23.31M | 3.68% | $1.77B |
| Fmr | 17.40M | 2.75% | $1.32B |
| Newport trust | 13.79M | 2.18% | $1.05B |
| Clearbridge investments | 13.45M | 2.13% | $1.02B |
| Norges bank | 12.87M | 2.03% | $978.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Maple-brown abbott | 1.24M | 9.91% | $94.01M |
| Decade renewable partners lp | 114.66K | 4.25% | $8.72M |
| Socorro asset management lp | 134.91K | 4.00% | $10.26M |
| Bcwm | 143.32K | 3.92% | $10.90M |
| Energy income partners | 2.12M | 3.58% | $161.01M |
| Reaves w h | 1.19M | 3.05% | $90.24M |
| Zimmer partners, lp | 1.90M | 2.67% | $144.88M |
| Newport trust | 13.79M | 2.63% | $1.05B |
| Werlinich asset management | 51.30K | 2.42% | $3.90M |
| Perpetual | 2.92M | 2.41% | $221.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 12.87M | 0.15% | 12.87M |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 9.13M | 0.71% | 8.00M |
| Wellington management group llp | 34.20M | 0.46% | 7.42M |
| Mirae asset global etfs | 3.02M | 0.55% | 3.02M |
| Morgan stanley | 23.31M | 0.14% | 2.79M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 17.40M | 0.08% | -2.96M |
| Mirae asset global investments | 42.93K | 0.02% | -814.60K |
| Balyasny asset management | 945.46K | 0.13% | -790.58K |
| Apg asset management | - | - | -728.15K |
| Qube research | - | - | -645.07K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 12.87M | 0.15% | 12.87M | $978.51M |
| Mirae asset global etfs | 3.02M | 0.55% | 3.02M | $229.81M |
| Capital research global investors | 949.74K | 0.02% | 949.74K | $72.24M |
| Twin tree management, lp | 191.20K | 0.03% | 191.20K | $14.54M |
| Corebridge financial | 156.83K | 0.07% | 156.83K | $11.93M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -2.00 |
| Financial synergies wealth advisors | -8.00 |
| Jamison private wealth management | -10.00 |
| Financial gravity asset management | -10.00 |
| Transcendent capital group | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 1,102 | 5.25% | 559,669,112 | -2.15% | 88 | 1.08% | 568 | 12.48% | 325 | -8.71% |
| Jun 30, 2024 | 1,030 | -2.46% | 571,391,078 | 4.34% | 90 | 1.21% | 496 | 2.27% | 352 | -3.83% |
| Mar 31, 2024 | 1,056 | -0.47% | 547,646,282 | -3.38% | 86 | 1.07% | 485 | -6.01% | 366 | 3.68% |
| Dec 31, 2023 | 1,061 | 5.99% | 566,801,914 | 7.62% | 89 | 1.28% | 516 | -44.46% | 353 | 805.13% |
| Sep 30, 2023 | 1,001 | -0.60% | 526,674,783 | 94.91% | 83 | 4.54% | 929 | 104.63% | 39 | -87.74% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 19.98M | 3.16% | -69.12K |
| American Funds Washington Mutual A | 17.80M | 2.81% | -1.44M |
| Capital Group Wash Mutual Invtrs Comp | 17.80M | 2.81% | -1.44M |
| Vanguard Institutional 500 Index Trust | 16.78M | 2.65% | 199.95K |
| Capital Group American Mutual Comp | 11.62M | 1.83% | -6.77K |
| American Funds American Mutual A | 11.62M | 1.83% | -6.77K |
| The Utilities Select Sector SPDR® ETF | 9.50M | 1.50% | 35.31K |
| Vanguard Equity-Income Inv | 7.85M | 1.24% | -517.62K |
| Fidelity 500 Index | 7.78M | 1.23% | -13.19K |
| American Funds American Balanced A | 7.73M | 1.22% | -1.08M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 20, 2024 | MIHALIK TREVOR I | Executive VP and Group Pres | Sell | $2.21M |
| Jun 18, 2024 | WALL PETER R | SVP, Controller and CAO | Sell | $457.93K |
| May 17, 2024 | MARK RICHARD J | - | Buy | $150.09K |
| Mar 08, 2024 | BIRD JUSTIN CHRISTOPHER | Executive Vice President | Sell | $443.23K |
| Mar 07, 2024 | BIRD JUSTIN CHRISTOPHER | Executive Vice President | Sell | $360.59K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | 1 |
| 2024 Q1 | - | 9 |
| 2023 Q4 | - | - |
SRE Ownership FAQ
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