$SRE

$84.24 +$0.18 (0.21%) Close

$SRE Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 653.9M shares outstanding

Who owns SRE?

By type of holder

Institutions 92.1% Insiders 0.3% Everyone else 7.6%

Concentration Top 10 holders own 48.5%

BlackRock, Inc. 9.2% · Wellington Management Group LLP 6.7%

Institutional ownership

92.1%

+2.0 pts vs last qtr

Institutional holders

1,284

+10 vs last qtr

Net shares bought

+12.9M

by institutions in Q2 2026

New / sold out

123 / 113

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +9.3M
Vanguard Portfolio Management LLC +9.3M

Biggest sellers in Q2 2026

Capital Research Global Investors SOLD OUT −5.3M
Capital International Investors −4.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$8.49M

13 notices from 8 people

Shares covered

93.9K

0.01% of the company

Arranged in advance

82%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Martin Jeffrey W Officer 10b5-1 $4.72M
Winn Caroline Ann Officer $1.29M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−34.9%

−4.66% a year

Each share's claim on the business

+53.7%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.63B vs $727M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years88% 3–5 years2% 1–3 years4% Under 1 year6%

Quarterly turnover

7.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SRE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	60.3M	9.22%	+368.4K (+0.6%)	≤2021	0.1%
Shares held by quarter Peak holding63.9M (Q2'25) Change over 8 quarters−3.1M Share of the company9.220% BlackRock, Inc.'s full portfolio →
WM Wellington Management Group LLP	43.8M	6.70%	−2.3M (−5.0%)	≤2021	0.7%
Shares held by quarter Peak holding52.5M (Q2'25) Change over 8 quarters+9.5M Share of the company6.700% Wellington Management Group LLP's full portfolio →

BlackRock, Inc.

60.3M

% of company

9.22%

Change vs last qtr

+368.4K (+0.6%)

Held since

≤2021

Wellington Management Group LLP

43.8M

% of company

6.70%

Change vs last qtr

−2.3M (−5.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Sempra, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SRE on Form N-PORT; together they hold 44.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.92B	20.7M	3.17%	0.08%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$1.57B	16.9M	2.59%	0.09%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.92B

% of company

3.17%

% of the fund

0.08%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$1.57B

% of company

2.59%

% of the fund

0.09%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Sempra and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MJ Martin Jeffrey W Insider	902.1K	0.14%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.140% Martin Jeffrey W's insider activity →
MT Mihalik Trevor I Insider	361.5K	0.06%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.060% Mihalik Trevor I's insider activity →

Martin Jeffrey W

Insider

902.1K

% of company

0.14%

Change vs last qtr

—

Held since

—

Mihalik Trevor I

Insider

361.5K

% of company

0.06%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of Sempra.

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