SRE Institutional Ownership
Top institutional (13F) holders of SRE and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
58
Institutional value
$41.06B
Top holder
BlackRock, Inc.
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc.holding company | 9.2% | Aug 7, 2026 | $5.59B |
| WELLINGTON MANAGEMENT GROUP LLPinvestment advisor | 6.7% | Aug 14, 2026 | $4.06B |
| Vanguard Capital Managementinvestment advisor | 6.5% | Aug 13, 2026 | $3.96B |
| STATE STREET CORPORATIONholding company | 5.8% | Sep 22, 2026 | $3.55B |
| Vanguard Portfolio Managementinvestment advisor | 5.7% | Aug 13, 2026 | $3.46B |
| MORGAN STANLEYholding company | 3.8% | Aug 13, 2026 | $2.32B |
| JPMORGAN CHASE & COholding company | 3.1% | Aug 12, 2026 | $1.88B |
| FMR LLCinvestment advisor | 3.0% | Aug 13, 2026 | $1.81B |
| Capital International Investorsinvestment advisor | 2.2% | Aug 12, 2026 | $1.35B |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 2.3% | Nov 6, 2026 | $1.17B |
| Invesco Ltd.holding company | 1.8% | Aug 14, 2026 | $1.08B |
| BANK OF AMERICA CORP /DE/holding company | 1.6% | Aug 14, 2026 | $957.06M |
| FRANKLIN RESOURCES INCinvestment advisor | 1.5% | Aug 13, 2026 | $933.59M |
| Norges Bankother | 1.4% | Aug 12, 2026 | $864.13M |
| T. Rowe Price Associates, Inc.investment advisor | 1.4% | Aug 14, 2026 | $840.59M |
| NORTHERN TRUST CORPinvestment advisor | 1.0% | Aug 13, 2026 | $604.62M |
| Capital World Investorsinvestment advisor | 1.0% | Aug 12, 2026 | $577.71M |
| GOLDMAN SACHS GROUP INCinvestment advisor | 0.9% | Aug 14, 2026 | $518.84M |
| Clearbridge Investments, LLCinvestment advisor | 0.9% | Aug 13, 2026 | $518.81M |
| Capital Research Global Investorsinvestment advisor | 0.8% | May 13, 2026 | $513.65M |
| Massachusetts Financial Services Companyinvestment advisor | 0.7% | Aug 3, 2026 | $433.05M |
| Bank of New York Mellon Corpholding company | 0.8% | Nov 5, 2026 | $413.89M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 0.6% | Aug 14, 2026 | $391.49M |
| WELLS FARGO & COMPANY/MNinvestment advisor | 0.6% | Aug 14, 2026 | $361.19M |
| MILLENNIUM MANAGEMENT LLCinvestment advisor | 0.4% | Aug 14, 2026 | $265.66M |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
| Holder | Form | Stake | Filed |
|---|---|---|---|
| BlackRock, Inc.holding company | SC 13G/A | 8.1% | Apr 24, 2025 |
| Vanguard Capital Managementinvestment advisor | SC 13G | 7.5% | Apr 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLPinvestment advisorwith Wellington Group Holdings LLP and 2 others | SC 13G/A | 7.5% | May 12, 2025 |
| Vanguard Portfolio Managementinvestment advisor | SC 13G | 5.7% | Jul 31, 2026 |
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.