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SEMPRA — reported holders

248 institutional managers with a reported position

This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.

Aggregates

computed from the rows below
Managers reporting
248
Combined reported value
$1.8B
Top 5 concentration
36.5%
Median position
$532.5K
Largest position
$164.4M
Quarters represented
2
managers file on different schedules
Most recent quarter
2026Q2
Managers reporting shares
200
ManagerQuarterValueSharesFiled
ANTIPODES PARTNERS Ltd2026Q2$164.4M1,773,3572026-08-06
DUFF & PHELPS INVESTMENT MANAGEMENT CO2026Q2$163.8M1,767,3302026-08-03
ENVESTNET ASSET MANAGEMENT INC2026Q2$144.4M1,557,0982026-08-03
AVIVA PLC2026Q2$103.2M1,112,6982026-08-13
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026Q2$92.4M996,1242026-08-24
MANUFACTURERS LIFE INSURANCE COMPANY, THE2026Q2$84.9M916,2912026-09-09
ADAGE CAPITAL PARTNERS GP, L.L.C.2026Q2$84.1M907,5702026-08-14
BlackRock, Inc.2026Q2$74.4M802,6812026-08-07
Aberdeen Group plc2026Q2$70M754,7632026-07-31
Ensign Peak Advisors, Inc2026Q1$66.5M684,5022026-08-18
ALLIANCEBERNSTEIN L.P.2026Q2$60.2M619,4132026-08-14
AMF Tjanstepension AB2026Q2$50.6M546,2382026-08-06
1832 Asset Management L.P.2026Q2$45.5M490,9332026-08-13
Assenagon Asset Management S.A.2026Q2$40.8M440,2092026-08-21
APG Asset Management N.V.2026Q2$40.6M500,7022026-08-12
CAMBIAR INVESTORS LLC2026Q2$39.9M430,2952026-07-31
ASSETMARK, INC2026Q2$38.7M417,1282026-07-30
Bank Julius Baer & Co. Ltd, Zurich2026Q2$27.8M299,3942026-08-10
Asset Management One Co., Ltd.2026Q2$27.7M298,8812026-07-28
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2026Q2$27.5M297,0332026-08-13
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026Q2$23.3M251,7522026-08-17
AIA Group Ltd2026Q2$23.1M249,1762026-07-31
Nykredit A/S2026Q2$21.2M228,6062026-09-08
CITADEL ADVISORS LLC2026Q2$20M216,2002026-09-02
Allspring Global Investments Holdings, LLC2026Q2$18.8M205,6752026-08-13
Czech National Bank2026Q2$17.3M186,0652026-07-08
&PARTNERS2026Q2$17M182,9972026-08-14
ARIZONA STATE RETIREMENT SYSTEM2026Q2$16.8M181,2872026-08-07
CIBC Asset Management Inc2026Q2$16.1M173,4282026-08-03
COMMONWEALTH EQUITY SERVICES, LLC2026Q2$11.6M124,9632026-07-29
STOCK YARDS BANK & TRUST CO2026Q2$11M118,2352026-08-19
Daiwa Securities Group Inc.2026Q2$10.9M118,1022026-07-31
Rakuten Investment Management, Inc.2026Q2$10M106,8982026-08-18
MERCER GLOBAL ADVISORS INC /ADV2026Q2$10M108,0752026-08-19
American Assets Investment Management, LLC2026Q2$8.5M92,0002026-08-05
AGF MANAGEMENT LTD2026Q2$7.8M83,7792026-08-10
ASR Vermogensbeheer N.V.2026Q2$7.1M76,3182026-07-20
BANK OF NOVA SCOTIA TRUST CO2026Q2$6.2M67,1952026-08-12
Canada Post Corp Registered Pension Plan2026Q2$5.5M58,9812026-07-15
ABS Direct Equity Fund LLC2026Q2$5.4M50,0932026-08-13
Integrated Wealth Concepts LLC2026Q2$4.8M52,3132026-09-09
ABN AMRO INVESTMENT SOLUTIONS2026Q2$4.5M48,2902026-07-23
Kingsview Wealth Management, LLC2026Q2$4.4M47,2682026-08-19
AG2R LA MONDIALE GESTION D'ACTIFS2026Q2$4M42,7552026-07-23
Crossmark Global Holdings, Inc.2026Q2$3.8M40,5062026-07-16
BLAIR WILLIAM & CO/IL2026Q2$3.7M40,0282026-08-11
ALLSTATE CORP2026Q2$3.7M39,5182026-08-13
Caprock Group, LLC2026Q2$3M31,6552026-07-27
Equitable Holdings, Inc.2026Q2$2.7M29,1712026-08-17
Jefferies Financial Group Inc.2026Q2$2.7M29,1012026-08-17
DIVERSIFIED MANAGEMENT INC2026Q2$2.6M28,1402026-07-17
BENJAMIN EDWARDS INC2026Q2$2.1M22,7992026-07-24
CHOREO, LLC2026Q2$2M21,6032026-08-04
Asset Planning,Inc2026Q2$1.9M20,2032026-07-27
CHILTON CAPITAL MANAGEMENT LLC2026Q2$1.8M19,7752026-08-04
B. Metzler seel. Sohn & Co. AG2026Q2$1.8M19,4152026-08-11
CITIGROUP INC2026Q2$1.7M18,2822026-08-03
Allworth Financial LP2026Q2$1.7M18,1692026-08-11
BANK OZK2026Q2$1.7M18,1072026-08-17
Farther Finance Advisors, LLC2026Q2$1.6M17,6322026-07-17
Brookmont Capital Management2026Q2$1.6M17,2952026-07-24
Dynamic Advisor Solutions LLC2026Q2$1.6M17,1772026-07-07
Bank of New York Mellon Corp2026Q2$1.4M15,1212026-08-06
MIRAMONTES CAPITAL, LLC2026Q2$1.4M15,0112026-09-09
Banco BTG Pactual S.A.2026Q2$1.4M15,0002026-08-07
BARTLETT & CO. WEALTH MANAGEMENT LLC2026Q2$1.4M14,8882026-07-24
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2026Q2$1.4M14,6812026-08-12
BROWN BROTHERS HARRIMAN & CO2026Q2$1.3M14,4272026-08-12
Astoria Portfolio Advisors LLC.2026Q2$1.3M13,9262026-08-17
Dockside LLC2026Q2$1.2M13,4102026-08-03
BRIGHTON JONES LLC2026Q2$1.2M12,4212026-08-11
Apollon Wealth Management, LLC2026Q2$1.1M12,2622026-07-23
MASTERINVEST Kapitalanlage GmbH2026Q2$1.1M12,1312026-08-17
Envestnet Portfolio Solutions, Inc.2026Q2$1.1M11,9482026-07-20
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026Q2$1.1M11,8042026-08-20
Generali Investments, Management Co LLC2026Q2$1M11,0842026-07-10
CITIZENS FINANCIAL GROUP INC/RI2026Q2$971.9K10,4832026-08-07
Fifth Third Wealth Advisors LLC2026Q2$950.6K10,2532026-07-17
Chicago Partners Investment Group LLC2026Q2$946.4K10,1292026-07-30
AMI ASSET MANAGEMENT CORP2026Q2$945.6K10,2002026-07-21
Amundi2026Q2$939.5K10,1342026-08-11
Applied Finance Capital Management, LLC2026Q2$937.4K10,1112026-07-28
CHICAGO TRUST Co NA2026Q2$934.2K10,0772026-07-16
Cooper Financial Group2026Q2$931K10,0422026-07-08
Cohen Klingenstein LLC2026Q2$890K9,6002026-07-15
Cohen Capital Management, Inc.2026Q2$815.8K8,8002026-07-08
Crestwood Advisors Group, LLC2026Q2$723.5K7,8042026-08-03
BAKER TILLY WEALTH MANAGEMENT, LLC2026Q2$721.3K7,7802026-07-17
BLB&B Advisors, LLC2026Q2$704.6K7,6002026-08-06
Advisory Alpha, LLC2026Q2$703.9K7,5922026-08-11
Hilltop National Bank2026Q2$703.8K7,5912026-07-02
Avantax Planning Partners, Inc.2026Q2$686.7K7,4072026-07-28
BANK OF MONTREAL /CAN/2026Q2$681.8K7,3542026-08-12
AXXCESS WEALTH MANAGEMENT, LLC2026Q2$678.6K7,3192026-07-28
Checchi Capital Advisers, LLC2026Q2$597.9K6,4492026-08-04
Demars Financial Group, LLC2026Q2$580.9K6,2662026-07-21
Bedminster, LLC2026Q2$576K6,2132026-08-04
Byrne Asset Management LLC2026Q2$573.4K6,1852026-07-07
Brookstone Capital Management2026Q2$568.7K6,1342026-07-15
Bridgewater Advisors Inc.2026Q2$532.5K6,7532026-08-05
Glenview Trust Co2026Q2$528.2K5,6972026-08-18
Compound Planning, Inc.2026Q2$492.8K5,3152026-08-04
Leo H. Evart, Inc.2026Q2$484.9K5,2312026-08-18
Bauman Advisory Group, LLC2026Q2$463.2K4,9962026-08-04
GRIMES & Co WEALTH MANAGEMENT, LLC2026Q2$441.1K4,7572026-07-17
CAPITAL ADVISORS INC/OK2026Q2$439.3K4,7382026-07-23
CIDEL ASSET MANAGEMENT INC2026Q2$436.7K4,7102026-07-17
Livforsakringsbolaget Skandia, Omsesidigt2026Q2$423.4K4,5412026-08-18
CHESAPEAKE ASSET MANAGEMENT LLC2026Q2$399.3K4,3072026-08-04
Associated Banc-Corp2026Q2$389.4K4,2002026-07-31
71 West Capital Partners2026Q2$377.1K4,0682026-08-04
DAYMARK WEALTH PARTNERS, LLC2026Q2$375.6K4,0512026-07-31
Cyndeo Wealth Partners, LLC2026Q2$372.9K4,0222026-07-21
Bull Oak Capital, LLC2026Q2$368.8K3,9782026-08-10
Ashton Thomas Private Wealth, LLC2026Q2$360.1K3,8842026-07-29
BOKF, NA2026Q2$353.1K3,8092026-08-10
Fulcrum Asset Management LLP2026Q2$312.7K3,3302026-08-18
Bull Harbor Capital LLC2026Q2$312.1K3,3662026-08-10
Apella Capital, LLC2026Q2$309.5K3,2722026-07-08
ATWOOD & PALMER INC2026Q2$305.9K3,3002026-07-08
Allegheny Financial Group2026Q2$297.4K3,2072026-07-22
Trilogy Capital Inc.2026Q2$293.8K3,1692026-07-06
Ariston Services Group2026Q2$291.9K3,1492026-07-27
BAKER BOYER NATIONAL BANK2026Q2$290.8K3,1372026-07-27
SMITH CHAS P & ASSOCIATES PA CPAS2026Q2$287.4K3,1002026-09-11
Banco Santander, S.A.2026Q2$285K3,0742026-07-29
Center For Asset Management LLC2026Q2$283.4K3,0572026-07-27
Aprio Wealth Management, LLC2026Q2$283.3K3,0562026-07-24
DAVIDSON TRUST CO2026Q2$282.9K3,0512026-07-29
Capital Squared Financial LLC2026Q2$279.2K3,0122026-07-22
CONNING INC.2026Q2$276.7K2,9852026-07-30
BAILARD, INC.2026Q2$276.4K2,9812026-07-30
Allianz SE2026Q2$273.1K2,9462026-08-10
EVERPAR ADVISORS LLC2026Q2$271.8K2,9322026-07-09
ASPIRIANT, LLC2026Q2$268.9K2,9002026-07-20
MassMutual Private Wealth & Trust, FSB2026Q2$266.6K2,8762026-07-02
Bridgewealth Advisory Group, LLC2026Q2$262.4K2,8302026-07-27
Gallacher Capital Management LLC2026Q2$260K2,8042026-07-17
NORTH STAR ASSET MANAGEMENT INC2026Q2$258.5K2,7882026-08-18
Atlantic Edge Private Wealth Management, LLC2026Q2$257.6K2,7792026-07-23
BridgePort Financial Solutions, LLC2026Q2$256.9K2,7712026-07-24
CATALYST FINANCIAL PARTNERS LLC2026Q2$253.2K2,7312026-07-30
Baker Avenue Asset Management, LP2026Q2$247.5K2,6692026-07-28
CWA Asset Management Group, LLC2026Q2$245.6K2,6492026-07-14
ANGELES WEALTH MANAGEMENT, LLC2026Q2$238.7K2,5572026-07-28
Alta Advisers Ltd2026Q2$237.8K2,5652026-08-12
FC Advisory LLC2026Q2$237.8K2,5652026-07-09
Avidian Wealth Enterprises, LLC2026Q2$237.1K2,5582026-07-24
Financial Designs Corp2026Q2$236.5K2,5512026-07-10
Compagnie Lombard Odier SCmA2026Q2$235.9K2,5452026-07-29
Asset Advisory Group, Inc.2026Q2$230.7K2,4882026-07-09
Core Capital Management & Research, inc.2026Q2$223.8K2,7002026-09-09
KWB Wealth2026Q2$220.9K2,3832026-07-10
BAXTER BROS INC2026Q2$217.9K2,3502026-08-06
DIXON FNANCIAL SERVICES, INC.2026Q2$216.2K2,3322026-07-14
BCGM Wealth Management, LLC2026Q2$212.1K2,2882026-08-04
RB Capital Management, LLC2026Q2$203.9K2,1992026-08-18
Affiance Financial, LLC2026Q2$202.3K2,1822026-07-09
Rehmann Capital Advisory Group2026Q2$201.1K2,1682026-08-20
Acropolis Investment Management, LLC2026Q2$185K1,9042026-07-15
ALERUS FINANCIAL NA2026Q2$183.1K1,9752026-08-14
AMERIFLEX GROUP, INC.2026Q2$175.6K1,8942026-08-14
AdvisorNet Financial, Inc2026Q2$168.9K1,8222026-07-23
CYBER HORNET ETFs LLC2026Q2$165.2K1,7822026-08-24
Kimelman & Baird, LLC2026Q2$139.1K1,5002026-08-18
Ascent Group, LLC2026Q2$138.3K1,4922026-08-03
General Partner, Inc.2026Q2$134.4K1,4502026-07-06
CARY STREET PARTNERS FINANCIAL LLC2026Q2$130K1,4022026-07-17
Versant Capital Management, Inc2026Q2$120K1,2942026-07-02
Creative Capital Management Investments LLC2026Q2$117.2K1,2642026-07-24
Gleason Group, Inc.2026Q2$113.4K1,2232026-07-13
Corsicana & Co.2026Q2$112.9K1,2182026-07-24
American Capital Advisory, LLC2026Q2$105.2K1,1352026-07-28
Atlantic Union Bankshares Corp2026Q2$100.4K1,0832026-08-11
AMERIPRISE FINANCIAL INC2026Q2$97K1,0462026-08-14
Cullen/Frost Bankers, Inc.2026Q2$90.3K9742026-07-27
Catalyst Capital Advisors LLC2026Q2$86.7K9352026-07-24
1015 Capital Partners, LLC2026Q2$85.2K9192026-07-21
Caitong International Asset Management Co., Ltd2026Q2$82.3K8882026-08-05
Allianz Asset Management GmbH2026Q2$81.2K8762026-09-02
Cromwell Holdings LLC2026Q2$76.1K8152026-07-14
Bayforest Capital Ltd2026Q2$75.1K8102026-08-05
M&T Bank Corp2026Q1$75K7752026-09-04
Cassaday & Co Wealth Management LLC2026Q2$74.5K8042026-08-10
Archer Investment Management, LLC2026Q2$73.1K7892026-08-19
Banque de Luxembourg S.A.2026Q2$72.1K7782026-07-09
Field & Main Bank2026Q2$64.9K7002026-08-19
BARRETT & COMPANY, INC.2026Q2$61.9K6682026-07-24
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/2026Q2$61.7K6652026-07-17
ADIRONDACK TRUST CO2026Q2$60K6472026-07-16
Blue Trust, Inc.2026Q2$54.4K5872026-07-21
Dogwood Wealth Management LLC2026Q2$50.8K5482026-07-06
BAYBAN2026Q2$49.4K5332026-07-30
Parkside Financial Bank & Trust2026Q2$44.4K4792026-09-04
COUNTRY TRUST BANK2026Q2$43.9K4742026-07-15
Aventura Private Wealth, LLC2026Q2$42.9K4632026-07-15
FARMERS & MERCHANTS INVESTMENTS INC2026Q2$42K4532026-07-20
ACADIAN ASSET MANAGEMENT LLC2026Q2$40.7K438,9882026-08-13
BankPlus Trust Department2026Q2$39.7K4282026-07-28
Elyxium Wealth, LLC2026Q2$39.3K4242026-08-03

Source: U.S. Securities and Exchange Commission, Form 13F