SEMPRA (SRE) — Institutional Holders, Q2 2026 (page 5)
1,292 institutional investment managers reported a SRE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $55.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SRE 13F holders ranked 401–500 of 1,292
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | COMMERZBANK AKTIENGESELLSCHAFT#401 · 26,566 sh | 26,566 | $2.5M | 0.05% | +31.9% |
| 402 | Atria Investments#402 · 26,468 sh | 26,468 | $2.5M | — | +6.7% |
| 403 | Vident Advisory#403 · 26,396 sh | 26,396 | $2.4M | 0.02% | -3.1% |
| 404 | Oak Thistle#404 · 26,332 sh | 26,332 | $2.4M | — | New |
| 405 | Merit Financial Group#405 · 26,224 sh | 26,224 | $2.4M | 0.01% | +19.9% |
| 406 | Kestra Advisory Services#406 · 25,920 sh | 25,920 | $2.4M | <0.01% | +45.4% |
| 407 | Advisory Services Network#407 · 25,600 sh | 25,600 | $2.4M | 0.03% | -5.8% |
| 408 | Independent Solutions Wealth Management#408 · 25,405 sh | 25,405 | $2.4M | 0.31% | +3.0% |
| 409 | Texas Yale Capital#409 · 25,166 sh | 25,166 | $2.3M | 0.05% | 0.0% |
| 410 | Summit Trail Advisors#410 · 24,829 sh | 24,829 | $2.3M | 0.03% | +15.7% |
| 411 | FLPUTNAM INVESTMENT MANAGEMENT#411 · 24,661 sh | 24,661 | $2.3M | 0.03% | +3.5% |
| 412 | Icon Wealth Advisors#412 · 24,553 sh | 24,553 | $2.3M | 0.14% | -0.4% |
| 413 | Orion Porfolio Solutions#413 · 24,280 sh | 24,280 | $2.3M | 0.02% | -23.0% |
| 414 | Lido Advisors#414 · 23,947 sh | 23,947 | $2.2M | <0.01% | -1.0% |
| 415 | Great Lakes Retirement#415 · 24,079 sh | 24,079 | $2.2M | — | New |
| 416 | TOKIO MARINE ASSET MANAGEMENT LTD#416 · 24,052 sh | 24,052 | $2.2M | — | +6.3% |
| 417 | SRS Capital Advisors#417 · 23,699 sh | 23,699 | $2.2M | 0.01% | +250.2% |
| 418 | Perigon Wealth Management#418 · 23,682 sh | 23,682 | $2.2M | — | +2.0% |
| 419 | Coppell Advisory Solutions#419 · 8,458 sh | 8,458 | $2.2M | 0.18% | New |
| 420 | Mutual Advisors#420 · 23,288 sh | 23,288 | $2.2M | 0.04% | +1.7% |
| 421 | Raiffeisen Bank International AG#421 · 22,964 sh | 22,964 | $2.2M | 0.03% | -1.6% |
| 422 | FOUNDERS FINANCIAL SECURITIES#422 · 23,247 sh | 23,247 | $2.2M | 0.11% | +3.2% |
| 423 | ROTHSCHILD INVESTMENT#423 · 23,043 sh | 23,043 | $2.1M | 0.08% | +479.7% |
| 424 | Alaethes Wealth#424 · 22,853 sh | 22,853 | $2.1M | 0.62% | +0.5% |
| 425 | Himension Fund#425 · 23,001 sh | 23,001 | $2.1M | 0.13% | +2.6% |
| 426 | Concurrent Investment Advisors#426 · 22,754 sh | 22,754 | $2.1M | — | +2.9% |
| 427 | PRAXIS INVESTMENT MANAGEMENT#427 · 22,746 sh | 22,746 | $2.1M | 0.11% | 0.0% |
| 428 | HB Wealth Management#428 · 22,574 sh | 22,574 | $2.1M | — | +7.9% |
| 429 | JEPPSON WEALTH MANAGEMENT#429 · 22,510 sh | 22,510 | $2.1M | — | -1.0% |
| 430 | HARBOR CAPITAL ADVISORS#430 · 22,439 sh | 22,439 | $2.1M | — | +0.2% |
| 431 | MKT Advisors#431 · 21,872 sh | 21,872 | $2.1M | — | +5.2% |
| 432 | EFG International AG#432 · 22,112 sh | 22,112 | $2.0M | 0.04% | 0.0% |
| 433 | Empirical Finance#433 · 21,944 sh | 21,944 | $2.0M | 0.08% | +3.7% |
| 434 | Callan Family Office#434 · 21,823 sh | 21,823 | $2.0M | 0.04% | -5.4% |
| 435 | Advisor Resource Council#435 · 21,690 sh | 21,690 | $2.0M | 0.57% | +2.4% |
| 436 | GREENWOOD CAPITAL ASSOCIATES#436 · 21,624 sh | 21,624 | $2.0M | 0.20% | +11.4% |
| 437 | CHOREO#437 · 21,603 sh | 21,603 | $2.0M | 0.02% | +6.2% |
| 438 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#438 · 20,959 sh | 20,959 | $1.9M | 0.02% | +0.4% |
| 439 | GAMMA Investing#439 · 20,940 sh | 20,940 | $1.9M | — | +17.6% |
| 440 | Petix & Botte#440 · 20,694 sh | 20,694 | $1.9M | 0.39% | 0.0% |
| 441 | SPIRIT OF AMERICA MANAGEMENT#441 · 20,500 sh | 20,500 | $1.9M | — | +3.5% |
| 442 | PROFUND ADVISORS#442 · 20,467 sh | 20,467 | $1.9M | 0.05% | -8.1% |
| 443 | Savant Capital#443 · 19,952 sh | 19,952 | $1.9M | <0.01% | +108.4% |
| 444 | Premier Fund Managers Ltd#444 · 20,000 sh | 20,000 | $1.9M | 0.17% | -13.0% |
| 445 | Asset Planning#445 · 20,203 sh | 20,203 | $1.9M | — | +0.5% |
| 446 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#446 · 20,137 sh | 20,137 | $1.9M | <0.01% | -1.5% |
| 447 | Waverly Advisors#447 · 19,925 sh | 19,925 | $1.8M | 0.01% | +39.9% |
| 448 | CHILTON CAPITAL MANAGEMENT#448 · 19,775 sh | 19,775 | $1.8M | 0.06% | -0.3% |
| 449 | Financial Alternatives#449 · 19,741 sh | 19,741 | $1.8M | 0.90% | -0.1% |
| 450 | Stablepoint Partners#450 · 19,693 sh | 19,693 | $1.8M | 0.25% | -0.3% |
| 451 | MUFG SECURITIES AMERICAS#451 · 19,688 sh | 19,688 | $1.8M | 0.09% | +9.0% |
| 452 | Jump Financial#452 · 19,487 sh | 19,487 | $1.8M | 0.01% | New |
| 453 | Advisors Asset Management#453 · 19,486 sh | 19,486 | $1.8M | 0.03% | +4.0% |
| 454 | North Dakota State Investment Board#454 · 19,410 sh | 19,410 | $1.8M | 0.07% | +2.6% |
| 455 | Laird Norton Wetherby Company#455 · 19,146 sh | 19,146 | $1.8M | 0.03% | -4.0% |
| 456 | J.W. COLE ADVISORS#456 · 18,756 sh | 18,756 | $1.7M | 0.03% | New |
| 457 | Bleakley Financial Group#457 · 18,734 sh | 18,734 | $1.7M | 0.02% | +39.3% |
| 458 | WESTPAC BANKING#458 · 18,729 sh | 18,729 | $1.7M | 0.11% | -12.0% |
| 459 | Enhancing Capital#459 · 18,600 sh | 18,600 | $1.7M | — | 0.0% |
| 460 | Lester Murray Antman dba SimplyRich#460 · 16,468 sh | 16,468 | $1.7M | 0.40% | +43.9% |
| 461 | Bank OZK#461 · 18,182 sh | 18,182 | $1.7M | 0.50% | New |
| 462 | Allworth Financial#462 · 18,169 sh | 18,169 | $1.7M | <0.01% | +24.6% |
| 463 | Meiji Yasuda Life Insurance#463 · 17,951 sh | 17,951 | $1.7M | 0.06% | 0.0% |
| 464 | Farther Finance Advisors#464 · 17,632 sh | 17,632 | $1.6M | — | +4.7% |
| 465 | SCP Investment#465 · 17,600 sh | 17,600 | $1.6M | 1.50% | +12.8% |
| 466 | UNITED CAPITAL FINANCIAL ADVISORS#466 · 17,533 sh | 17,533 | $1.6M | <0.01% | -2.2% |
| 467 | Union Bankshares#467 · 17,491 sh | 17,491 | $1.6M | 0.03% | 0.0% |
| 468 | SECURIAN ASSET MANAGEMENT#468 · 17,388 sh | 17,388 | $1.6M | 0.06% | -1.5% |
| 469 | Brookmont Capital Management#469 · 17,295 sh | 17,295 | $1.6M | — | +0.4% |
| 470 | Colonial Advisors#470 · 17,290 sh | 17,290 | $1.6M | 0.11% | -2.1% |
| 471 | MOODY NATIONAL BANK DIVISION#471 · 17,247 sh | 17,247 | $1.6M | — | -5.6% |
| 472 | Dynamic Advisor Solutions#472 · 17,177 sh | 17,177 | $1.6M | — | -3.7% |
| 473 | Krilogy Financial#473 · 17,154 sh | 17,154 | $1.6M | — | +32.0% |
| 474 | Kentucky Retirement Systems Insurance Fund#474 · 17,101 sh | 17,101 | $1.6M | 0.09% | -0.5% |
| 475 | BESSEMER GROUP#475 · 16,711 sh | 16,711 | $1.5M | <0.01% | -99.3% |
| 476 | WEDBUSH SECURITIES#476 · 16,554 sh | 16,554 | $1.5M | — | -1.0% |
| 477 | Apriem Advisors#477 · 16,461 sh | 16,461 | $1.5M | 0.13% | +0.8% |
| 478 | Beacon Pointe Advisors#478 · 16,389 sh | 16,389 | $1.5M | <0.01% | -3.2% |
| 479 | SPIREPOINT PRIVATE CLIENT#479 · 16,391 sh | 16,391 | $1.5M | 0.12% | -9.5% |
| 480 | OFI INVEST ASSET MANAGEMENT#480 · 16,380 sh | 16,380 | $1.5M | 0.02% | +9.9% |
| 481 | COOKSON PEIRCE#481 · 16,321 sh | 16,321 | $1.5M | 0.05% | +4.8% |
| 482 | Baird Financial Group#482 · 16,258 sh | 16,258 | $1.5M | <0.01% | +11.4% |
| 483 | CENTRAL#483 · 15,691 sh | 15,691 | $1.5M | 0.03% | +0.3% |
| 484 | Wahed Invest#484 · 15,560 sh | 15,560 | $1.4M | 0.15% | -5.6% |
| 485 | Mount Yale Investment Advisors#485 · 15,442 sh | 15,442 | $1.4M | 0.03% | -2.1% |
| 486 | Ninepoint Partners#486 · 15,358 sh | 15,358 | $1.4M | 0.11% | 0.0% |
| 487 | SWP FINANCIAL#487 · 15,325 sh | 15,325 | $1.4M | — | +0.1% |
| 488 | South Dakota Investment Council#488 · 15,187 sh | 15,187 | $1.4M | 0.02% | 0.0% |
| 489 | Trivant Custom Portfolio Group#489 · 15,031 sh | 15,031 | $1.4M | 0.74% | -1.8% |
| 490 | MIRAMONTES CAPITAL#490 · 15,011 sh | 15,011 | $1.4M | — | -9.2% |
| 491 | BARTLETT & WEALTH MANAGEMENT#491 · 14,888 sh | 14,888 | $1.4M | 0.02% | +0.2% |
| 492 | Entropy Technologies#492 · 14,788 sh | 14,788 | $1.4M | 0.05% | -65.7% |
| 493 | MGO ONE SEVEN#493 · 14,743 sh | 14,743 | $1.4M | 0.02% | -5.9% |
| 494 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#494 · 14,681 sh | 14,681 | $1.4M | <0.01% | -26.7% |
| 495 | Sound Income Strategies#495 · 14,469 sh | 14,469 | $1.3M | — | -0.7% |
| 496 | Highview Capital Management#496 · 14,458 sh | 14,458 | $1.3M | 0.39% | -0.4% |
| 497 | BROWN BROTHERS HARRIMAN#497 · 14,427 sh | 14,427 | $1.3M | <0.01% | +14.7% |
| 498 | UMB Bank, n.a.#498 · 14,422 sh | 14,422 | $1.3M | 0.02% | +0.3% |
| 499 | Hilltop National Bank#499 · 14,394 sh | 14,394 | $1.3M | — | +9307.8% |
| 500 | Prime Capital Investment Advisors#500 · 14,170 sh | 14,170 | $1.3M | — | -10.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.