Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SEMPRA · COM · quarter ended 2026-03-31 · 14 members disclosed SRE ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 983 holders are listed, largest first: 983
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $51.3B
holders whose share count rose or who opened the position (new + add), by shares: 511
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 94

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of SRE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.8B	59,911,827	+2,428,188	ADD
2	WELLINGTON MANAGEMENT GROUP LLP	$4.5B	46,135,422	−508,103	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$4.1B	42,406,476	—	NO PRIOR
4	STATE STREET CORP	$3.6B	37,302,515	+492,066	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.7B	28,017,688	—	NO PRIOR
6	MORGAN STANLEY	$2.4B	24,349,232	+2,019,141	ADD
7	Capital International Investors	$1.8B	18,754,548	−33,023,155	TRIM
8	FMR LLC	$1.8B	18,565,102	+320,195	ADD
9	GEODE CAPITAL MANAGEMENT, LLC	$1.4B	14,687,957	+389,112	ADD
10	Newport Trust Company, LLC	$1.1B	11,229,015	−486,935	TRIM
11	Invesco Ltd.	$1.0B	10,565,095	+274,016	ADD
12	BANK OF AMERICA CORP /DE/	$1.0B	10,385,174	+1,441,981	ADD
13	FRANKLIN RESOURCES INC	$968M	9,964,394	+931,305	ADD
14	DEUTSCHE BANK AG\	$907M	9,329,490	+167,415	ADD
15	NORTHERN TRUST CORP	$643M	6,614,733	+5,646	ADD
16	Legal & General Group Plc	$595M	6,120,329	−129,739	TRIM
17	Clearbridge Investments, LLC	$561M	5,776,308	−250,585	TRIM
18	Capital Research Global Investors	$514M	5,286,599	+4,486,599	ADD
19	Bank of New York Mellon Corp	$490M	5,045,825	−12,925	TRIM
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$483M	4,966,865	−116,239	TRIM
21	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$454M	4,673,880	+175,924	ADD
22	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$429M	4,413,656	+833,672	ADD
23	Pictet Asset Management Holding SA	$414M	4,264,987	+14,258	ADD
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$406M	4,182,694	+109,034	ADD
25	VANGUARD FIDUCIARY TRUST CO	$357M	3,673,798	—	NO PRIOR
26	BAHL & GAYNOR INC	$330M	3,395,158	−58,864	TRIM
27	Perpetual Ltd	$295M	3,039,155	−169,725	TRIM
28	National Pension Service	$292M	3,006,032	+3,006,032	NEW
29	UBS Group AG	$287M	2,957,557	+87,579	ADD
30	Nuveen, LLC	$270M	2,780,549	−915,209	TRIM
31	HSBC HOLDINGS PLC	$237M	2,436,960	−2,529,986	TRIM
32	Magellan Asset Management Ltd	$219M	2,258,369	+91,519	ADD
33	WELLS FARGO & COMPANY/MN	$218M	2,241,673	+512,734	ADD
34	MILLENNIUM MANAGEMENT LLC	$213M	2,196,601	−270,549	TRIM
35	Mitsubishi UFJ Trust & Banking Corp	$212M	2,183,861	−119,511	TRIM
36	JENNISON ASSOCIATES LLC	$205M	2,112,069	−44,287	TRIM
37	DIMENSIONAL FUND ADVISORS LP	$204M	2,096,382	+52,107	ADD
38	Capital World Investors	$203M	2,088,465	+2,088,465	NEW
39	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$203M	2,086,667	+2,086,667	NEW
40	REAVES W H & CO INC	$201M	2,068,019	−72,376	TRIM
41	Swiss National Bank	$186M	1,915,400	+127,400	ADD
42	BALYASNY ASSET MANAGEMENT L.P.	$176M	1,808,706	+1,015,309	ADD
43	ANTIPODES PARTNERS Ltd	$167M	1,722,592	+121,007	ADD
44	Mitsubishi UFJ Asset Management Co., Ltd.	$166M	1,709,381	+118,683	ADD
45	BANK OF MONTREAL /CAN/	$162M	1,662,356	+822,721	ADD
46	PRINCIPAL FINANCIAL GROUP INC	$159M	1,632,683	−55,601	TRIM
47	BARCLAYS PLC	$157M	1,614,623	+541,836	ADD
48	BROOKFIELD Corp /ON/	$156M	1,610,550	−312,974	TRIM
49	Amundi	$154M	1,588,184	−76,925	TRIM
50	ADAGE CAPITAL PARTNERS GP, L.L.C.	$150M	1,546,170	−208,200	TRIM
51	ROYAL BANK OF CANADA	$148M	1,522,855	+79,147	ADD
52	Sumitomo Mitsui Trust Group, Inc.	$139M	1,425,699	−69,018	TRIM
53	Vanguard Global Advisers, LLC	$139M	1,425,616	—	NO PRIOR
54	Merewether Investment Management, LP	$137M	1,412,788	−134,344	TRIM
55	Energy Income Partners, LLC	$130M	1,342,678	+19,902	ADD
56	ENVESTNET ASSET MANAGEMENT INC	$128M	1,316,599	+73,415	ADD
57	HighTower Advisors, LLC	$127M	1,304,989	+20,019	ADD
58	CITADEL ADVISORS LLC	$123M	1,264,633	+395,879	ADD
59	Voss Capital, LP	$122M	1,255,000	+1,255,000	NEW
60	VANGUARD ASSET MANAGEMENT, Ltd	$119M	1,226,979	—	NO PRIOR
61	Empower Advisory Group, LLC	$119M	1,221,072	+36,887	ADD
62	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$118M	1,209,412	+1,209,412	NEW
63	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$113M	1,158,276	−67,906	TRIM
64	AVIVA PLC	$108M	1,106,615	+21,129	ADD
65	AMERIPRISE FINANCIAL INC	$97.6M	1,006,969	−182,990	TRIM
66	AQR CAPITAL MANAGEMENT LLC	$97.6M	1,010,188	+792,821	ADD
67	JUPITER ASSET MANAGEMENT LTD	$97.3M	1,001,487	+1,001,487	NEW
68	RAYMOND JAMES FINANCIAL INC	$96.0M	988,043	+19,463	ADD
69	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$95.3M	981,261	−386,825	TRIM
70	Aberdeen Group plc	$93.9M	965,969	+37,830	ADD
71	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$90.7M	933,604	−7,732	TRIM
72	PRUDENTIAL FINANCIAL INC	$80.3M	826,495	+242,819	ADD
73	TD Waterhouse Canada Inc.	$78.7M	808,686	+295,533	ADD
74	KAYNE ANDERSON CAPITAL ADVISORS LP	$75.4M	776,402	−181,876	TRIM
75	BANK OF NOVA SCOTIA	$75.1M	772,584	+482,198	ADD
76	LPL Financial LLC	$74.2M	764,004	−2,787	TRIM
77	CITIGROUP INC	$73.7M	758,354	−126,108	TRIM
78	Zimmer Partners, LP	$68.0M	699,600	−709,700	TRIM
79	Ensign Peak Advisors, Inc	$66.5M	684,502	−18,112	TRIM
80	D. E. Shaw & Co., Inc.	$65.4M	672,770	+627,331	ADD
81	NATIONAL BANK OF CANADA /FI/	$61.8M	635,499	+87,557	ADD
82	Vanguard Investments Australia, Ltd.	$61.6M	634,159	—	NO PRIOR
83	Maryland State Retirement & Pension System	$60.4M	622,014	−25,735	TRIM
84	M&G Plc	$60.3M	621,499	−141,718	TRIM
85	Point72 Asset Management, L.P.	$60.1M	618,059	+618,059	NEW
86	GROUPAMA ASSET MANAGMENT	$58.5M	602,468	−663	TRIM
87	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$57.0M	587,046	+587,046	NEW
88	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$56.9M	586,026	0	NO CHANGE
89	ALLIANCEBERNSTEIN L.P.	$56.5M	640,366	−14,095	TRIM
90	Freestone Grove Partners LP	$56.0M	576,205	+263,892	ADD
91	Hudson Bay Capital Management LP	$55.6M	571,846	+55,404	ADD
92	DANSKE BANK A/S	$55.4M	570,323	+22,856	ADD
93	Munich Reinsurance Co Stock Corp in Munich	$54.0M	555,569	−175,681	TRIM
94	AMF Tjanstepension AB	$53.1M	546,238	+23,972	ADD
95	Rockefeller Capital Management L.P.	$52.1M	536,077	+35,805	ADD
96	Capital International, Inc./CA/	$50.8M	523,166	−291,263	TRIM
97	Corient Private Wealth LLC	$49.4M	509,986	−526,350	TRIM
98	BNP Paribas Asset Management Holding S.A.	$48.8M	502,466	+53,224	ADD
99	TD ASSET MANAGEMENT INC	$48.2M	496,546	+19,398	ADD
100	Qube Research & Technologies Ltd	$47.9M	493,033	+493,033	NEW
101	SEI INVESTMENTS CO	$47.1M	484,646	+24,533	ADD
102	SCHRODER INVESTMENT MANAGEMENT GROUP	$45.9M	475,603	+228,974	ADD
103	ROYAL LONDON ASSET MANAGEMENT LTD	$45.0M	463,010	0	NO CHANGE
104	Zurcher Kantonalbank (Zurich Cantonalbank)	$43.7M	449,792	+449,792	NEW
105	Zurich Insurance Group Ltd/FI	$43.6M	448,352	+18,028	ADD
106	CAMBIAR INVESTORS LLC	$42.3M	435,431	−2,824	TRIM
107	1832 Asset Management L.P.	$42.1M	433,150	−141,033	TRIM
108	CANADA PENSION PLAN INVESTMENT BOARD	$41.7M	429,493	0	NO CHANGE
109	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$41.2M	424,096	+9,419	ADD
110	MACQUARIE GROUP LTD	$41.0M	422,102	−20,227	TRIM
111	ASSETMARK, INC	$40.2M	413,801	−6,509	TRIM
112	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$39.4M	402,350	−2,615	TRIM
113	KLP KAPITALFORVALTNING AS	$37.0M	378,224	+10,900	ADD
114	Compagnie Lombard Odier SCmA	$36.6M	376,846	−16,267	TRIM
115	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$36.0M	370,823	+314,823	ADD
116	Swedbank AB	$35.8M	368,080	0	NO CHANGE
117	STIFEL FINANCIAL CORP	$35.4M	364,811	+3,863	ADD
118	GW HENSSLER & ASSOCIATES LTD	$35.0M	360,533	+4,665	ADD
119	TODD ASSET MANAGEMENT LLC	$34.7M	357,558	−3,237	TRIM
120	STATE OF WISCONSIN INVESTMENT BOARD	$34.0M	349,507	+11,585	ADD
121	ZWJ INVESTMENT COUNSEL INC	$32.7M	336,588	+15,443	ADD
122	Universal- Beteiligungs- und Servicegesellschaft mbH	$32.6M	335,742	−3,929	TRIM
123	Janus Henderson Group Ltd.	$32.0M	328,845	+249,957	ADD
124	APG Asset Management N.V.	$31.7M	376,394	−8,448	TRIM
125	Chevy Chase Trust Holdings, LLC	$31.3M	321,847	−9,368	TRIM
126	Trexquant Investment LP	$30.2M	311,052	+156,388	ADD
127	Jefferies Financial Group Inc.	$30.1M	310,028	−69,432	TRIM
128	Asset Management One Co., Ltd.	$29.3M	301,738	−178	TRIM
129	FIRST TRUST ADVISORS LP	$28.8M	296,698	−371,560	TRIM
130	Bank Julius Baer & Co. Ltd, Zurich	$28.6M	295,084	−9,729	TRIM
131	Aventail Capital Group, LP	$28.5M	293,678	+186,769	ADD
132	HENNESSY ADVISORS INC	$27.1M	279,380	+7,800	ADD
133	DnB Asset Management AS	$26.5M	272,604	+17,774	ADD
134	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$26.4M	272,022	−3,097	TRIM
135	Korea Investment CORP	$26.4M	271,590	−106,205	TRIM
136	NOMURA ASSET MANAGEMENT CO LTD	$24.1M	247,794	+11,869	ADD
137	Woodbridge CO LTD	$23.7M	244,000	0	NO CHANGE
138	Creative Planning	$23.1M	237,325	+86,647	ADD
139	Federation des caisses Desjardins du Quebec	$22.8M	235,092	+29,447	ADD
140	Tredje AP-fonden	$22.2M	228,712	+228,712	NEW
141	CREDIT AGRICOLE S A	$22.2M	228,358	−31,487	TRIM
142	Quantinno Capital Management LP	$21.8M	224,434	+38,743	ADD
143	Cetera Investment Advisers	$21.7M	223,731	−5,903	TRIM
144	TORONTO DOMINION BANK	$21.7M	223,568	−23,659	TRIM
145	State of New Jersey Common Pension Fund D	$21.7M	222,811	0	NO CHANGE
146	VICTORY CAPITAL MANAGEMENT INC	$21.1M	217,460	−97,202	TRIM
147	Allspring Global Investments Holdings, LLC	$20.7M	212,027	−14,131	TRIM
148	Resona Asset Management Co.,Ltd.	$20.3M	209,133	+3,468	ADD
149	OPPENHEIMER ASSET MANAGEMENT INC.	$19.9M	205,190	+1,086	ADD
150	Lansforsakringar Fondforvaltning AB (publ)	$19.9M	204,457	−150	TRIM
151	AIA Group Ltd	$19.7M	202,622	+99,246	ADD
152	Verition Fund Management LLC	$19.1M	196,739	+53,278	ADD
153	Nippon Life Global Investors Americas, Inc.	$18.4M	188,630	+181,710	ADD
154	PUBLIC SECTOR PENSION INVESTMENT BOARD	$18.0M	185,728	+19,466	ADD
155	AE Wealth Management LLC	$17.7M	182,573	+13,908	ADD
156	FIFTH THIRD BANCORP	$17.7M	182,132	+142,064	ADD
157	Cinctive Capital Management LP	$17.6M	181,254	−110,847	TRIM
158	Arizona State Retirement System	$17.4M	178,860	−5,305	TRIM
159	Weiss Asset Management LP	$17.3M	178,510	+162,949	ADD
160	Czech National Bank	$17.3M	177,755	+5,653	ADD
161	JANE STREET GROUP, LLC	$16.8M	172,680	+137,462	ADD
162	&PARTNERS	$16.7M	171,720	+22,507	ADD
163	STATE OF MICHIGAN RETIREMENT SYSTEM	$16.6M	170,520	−400	TRIM
164	CIBC Asset Management Inc	$16.4M	169,187	+2,722	ADD
165	Cerity Partners LLC	$16.2M	166,939	+31,441	ADD
166	FOUNDATIONS INVESTMENT ADVISORS, LLC	$16.2M	166,792	+18,887	ADD
167	IFM Investors Pty Ltd	$16.0M	164,392	−16,364	TRIM
168	Investment Management Corp of Ontario	$15.8M	162,565	+107,367	ADD
169	STOREBRAND ASSET MANAGEMENT AS	$15.2M	156,018	—	NO PRIOR
170	AMERICAN CENTURY COMPANIES INC	$15.1M	155,591	−47,863	TRIM
171	ProShare Advisors LLC	$14.9M	153,163	−30,674	TRIM
172	MetLife Investment Management, LLC	$14.8M	152,504	−3,958	TRIM
173	Varma Mutual Pension Insurance Co	$14.6M	150,500	−5,000	TRIM
174	US BANCORP \DE\	$14.2M	146,627	+748	ADD
175	Carnegie Investment Counsel	$14.1M	167,391	+22,408	ADD
176	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$14.0M	144,250	−320,822	TRIM
177	Gotham Asset Management, LLC	$14.0M	143,990	+121,040	ADD
178	ALLIANZ SE	$13.5M	139,119	+17,929	ADD
179	Retirement Systems of Alabama	$13.5M	138,602	−246	TRIM
180	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$13.4M	137,489	+111,688	ADD
181	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$13.2M	136,305	+1,794	ADD
182	XPONANCE LLC	$12.8M	131,590	+14,325	ADD
183	Woodline Partners LP	$12.4M	127,839	+16,484	ADD
184	CIBC Bancorp USA Inc.	$12.3M	127,065	—	NO PRIOR
185	Man Group plc	$12.3M	126,914	−45,448	TRIM
186	Mirae Asset Global Investments Co., Ltd.	$12.2M	125,813	+23,161	ADD
187	Eurizon Capital SGR S.p.A.	$12.1M	124,400	−3,585	TRIM
188	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$12.0M	123,409	+13,009	ADD
189	Daiwa Securities Group Inc.	$11.9M	122,101	+6,136	ADD
190	Ethic Inc.	$11.8M	120,976	−3,769	TRIM
191	Dakota Wealth Management	$11.6M	119,456	+8,842	ADD
192	BCWM, LLC	$11.6M	119,464	−28,012	TRIM
193	NISA INVESTMENT ADVISORS, LLC	$11.3M	115,592	−9,299	TRIM
194	TEACHER RETIREMENT SYSTEM OF TEXAS	$11.3M	116,248	−1,121	TRIM
195	Socorro Asset Management LP	$11.2M	115,679	−18,233	TRIM
196	Mariner, LLC	$10.8M	111,503	+33,613	ADD
197	Sanctuary Advisors, LLC	$10.8M	110,733	−54,371	TRIM
198	SOROS FUND MANAGEMENT LLC	$10.5M	108,570	−287,949	TRIM
199	Swiss Life Asset Management Ltd	$10.5M	108,040	+11,477	ADD
200	JCP Investment Management, LLC	$10.4M	106,400	+106,400	NEW
201	Utah Retirement Systems	$10.3M	106,129	−1,643	TRIM
202	USS Investment Management Ltd	$10.3M	105,974	0	NO CHANGE
203	OSAIC HOLDINGS, INC.	$10.2M	105,179	−16,922	TRIM
204	ASR Vermogensbeheer N.V.	$10.2M	104,776	+3,643	ADD
205	VOYA INVESTMENT MANAGEMENT LLC	$10.1M	104,156	+964	ADD
206	NEOS Investment Management LLC	$9.8M	101,075	+4,534	ADD
207	SIR Capital Management, L.P.	$9.7M	100,255	+100,255	NEW
208	Sagefield Capital LP	$9.6M	99,132	−48,320	TRIM
209	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.6M	99,044	+6,260	ADD
210	FIRST MANHATTAN CO. LLC.	$9.5M	97,326	−2,050	TRIM
211	Susquehanna Portfolio Strategies, LLC	$9.5M	97,826	+800	ADD
212	Rakuten Investment Management, Inc.	$9.4M	96,865	+11,014	ADD
213	GUGGENHEIM CAPITAL LLC	$9.2M	94,312	+4,578	ADD
214	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$9.1M	91,456	−32,383	TRIM
215	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$9.0M	92,372	+205	ADD
216	COMMONWEALTH EQUITY SERVICES, LLC	$9.0M	92,189	−25,618	TRIM
217	American Assets Investment Management, LLC	$8.9M	92,000	0	NO CHANGE
218	Capital International Sarl	$8.9M	91,475	−62,992	TRIM
219	INTACT INVESTMENT MANAGEMENT INC.	$8.6M	88,700	+19,700	ADD
220	MERCER GLOBAL ADVISORS INC /ADV	$8.5M	87,191	+10,263	ADD
221	MACKENZIE FINANCIAL CORP	$8.4M	86,574	+6,050	ADD
222	TRUIST FINANCIAL CORP	$8.3M	85,439	−2,311	TRIM
223	Qsemble Capital Management, LP	$8.2M	84,736	+84,736	NEW
224	NISSAY ASSET MANAGEMENT CORP /JAPAN	$8.1M	83,742	+1,195	ADD
225	NATIXIS	$8.1M	83,279	+62,308	ADD
226	Candriam S.C.A.	$8.0M	82,751	−1,374	TRIM
227	B. Metzler seel. Sohn & Co. AG	$8.0M	81,857	−17,228	TRIM
228	MAI Capital Management	$7.8M	80,385	+14,680	ADD
229	Elo Mutual Pension Insurance Co	$7.6M	78,660	+12,795	ADD
230	Vanguard Personalized Indexing Management, LLC	$7.5M	77,465	+6,541	ADD
231	Metis Global Partners, LLC	$7.5M	76,908	−644	TRIM
232	AGF MANAGEMENT LTD	$7.4M	76,212	+2,505	ADD
233	YOUSIF CAPITAL MANAGEMENT, LLC	$7.4M	75,974	−2,775	TRIM
234	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$7.3M	74,720	0	NO CHANGE
235	Generali Asset Management SPA SGR	$7.1M	72,703	−2,035	TRIM
236	CIBC WORLD MARKET INC.	$7.0M	72,327	+497	ADD
237	Robeco Institutional Asset Management B.V.	$6.9M	71,227	+40,911	ADD
238	Buck Wealth Strategies, LLC	$6.9M	71,144	+1,980	ADD
239	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.9M	70,650	+70,650	NEW
240	Aptus Capital Advisors, LLC	$6.8M	70,414	−1,225	TRIM
241	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.7M	69,410	−660	TRIM
242	CAPITAL INTERNATIONAL LTD /CA/	$6.6M	67,973	−19,325	TRIM
243	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$6.5M	67,266	+67,266	NEW
244	Walleye Capital LLC	$6.5M	67,248	+898	ADD
245	OP Asset Management Ltd	$6.3M	65,260	—	NO PRIOR
246	PRUDENTIAL PLC	$6.3M	64,346	0	NO CHANGE
247	WORLDQUANT MILLENNIUM ADVISORS LLC	$6.2M	64,118	+58,152	ADD
248	Pathstone Holdings, LLC	$6.2M	63,327	+5,619	ADD
249	SevenBridge Financial Group, LLC	$6.2M	66,670	+1,101	ADD
250	Meiji Yasuda Asset Management Co Ltd.	$6.1M	62,926	−2,693	TRIM
251	AIGEN INVESTMENT MANAGEMENT, LP	$6.0M	62,030	+62,030	NEW
252	Sequoia Financial Advisors, LLC	$6.0M	61,809	+3,662	ADD
253	COMMERCE BANK	$5.8M	59,313	+2,714	ADD
254	Focus Partners Wealth	$5.7M	58,624	+10,328	ADD
255	UniSuper Management Pty Ltd	$5.5M	57,054	−788	TRIM
256	Canada Post Corp Registered Pension Plan	$5.5M	56,469	−11,493	TRIM
257	Oak Grove Capital LLC	$5.4M	55,400	+2,000	ADD
258	Empowered Funds, LLC	$5.3M	54,979	+54,979	NEW
259	CCG WEALTH MANAGEMENT, LLC	$5.3M	54,142	+6,188	ADD
260	Rafferty Asset Management, LLC	$5.1M	52,822	−19,053	TRIM
261	MEYER HANDELMAN CO	$5.1M	52,673	−275	TRIM
262	EP Wealth Advisors, LLC	$5.1M	52,664	+1,406	ADD
263	ABN AMRO INVESTMENT SOLUTIONS	$4.9M	50,767	+7,826	ADD
264	Alyeska Investment Group, L.P.	$4.9M	49,929	−250,739	TRIM
265	Jain Global LLC	$4.8M	49,622	+49,622	NEW
266	Skandinaviska Enskilda Banken AB (publ)	$4.8M	49,500	+24,750	ADD
267	FINANCIAL ADVISORY PARTNERS, LLC	$4.7M	48,458	−325	TRIM
268	Capital Group Private Client Services, Inc.	$4.7M	48,337	−69,136	TRIM
269	Parcion Private Wealth LLC	$4.7M	48,156	−144	TRIM
270	Werlinich Asset Management, LLC	$4.6M	47,800	−6,000	TRIM
271	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$4.6M	47,674	+10,423	ADD
272	Geneos Wealth Management Inc.	$4.6M	47,666	−3,758	TRIM
273	Kingsview Wealth Management, LLC	$4.6M	47,122	+69	ADD
274	Pure Financial Advisors, LLC	$4.5M	46,724	−52	TRIM
275	Wealthfront Advisers LLC	$4.3M	44,591	+7,169	ADD
276	Cresset Asset Management, LLC	$4.2M	42,722	−78,841	TRIM
277	Norinchukin Bank, The	$4.2M	43,081	+116	ADD
278	Tidal Investments LLC	$4.2M	43,033	+30,384	ADD
279	INDEPENDENT FINANCIAL GROUP, LLC	$4.1M	42,250	—	NO PRIOR
280	Third View Private Wealth, LLC	$4.1M	41,947	+3,613	ADD
281	Machina Capital S.A.S.	$4.0M	41,575	+41,575	NEW
282	MML INVESTORS SERVICES, LLC	$4.0M	41,370	−4,849	TRIM
283	Crossmark Global Holdings, Inc.	$3.9M	40,621	—	NO PRIOR
284	TWO SIGMA INVESTMENTS, LP	$3.9M	40,585	−2,715	TRIM
285	OPPENHEIMER & CO INC	$3.9M	40,014	+6,277	ADD
286	AG2R LA MONDIALE GESTION D'ACTIFS	$3.9M	39,722	+10,371	ADD
287	MIZUHO SECURITIES USA LLC	$3.8M	39,458	−8,066	TRIM
288	D.A. DAVIDSON & CO.	$3.7M	38,499	+19	ADD
289	NORDEA INVESTMENT MANAGEMENT AB	$3.7M	38,576	+415	ADD
290	M&T BANK CORP	$3.6M	37,412	−405	TRIM
291	Dai-ichi Life Insurance Company, Ltd	$3.6M	37,265	+6,377	ADD
292	HARTFORD INVESTMENT MANAGEMENT CO	$3.6M	37,145	−594	TRIM
293	Harrison Street Private Wealth LLC	$3.6M	37,110	—	NO PRIOR
294	BLAIR WILLIAM & CO/IL	$3.6M	37,040	+2,575	ADD
295	LAZARD ASSET MANAGEMENT LLC	$3.6M	37,026	+10,766	ADD
296	Prospera Financial Services Inc	$3.6M	36,693	−3,155	TRIM
297	Assenagon Asset Management S.A.	$3.5M	36,263	+14,055	ADD
298	Watchtower Advisors, LP	$3.5M	35,666	+35,666	NEW
299	WESTWOOD HOLDINGS GROUP INC	$3.4M	35,022	+2,331	ADD
300	CWM, LLC	$3.4M	34,918	+7,076	ADD
301	KEYBANK NATIONAL ASSOCIATION/OH	$3.4M	34,893	+1,695	ADD
302	Caprock Group, LLC	$3.3M	33,878	+89	ADD
303	MITCHELL & PAHL PRIVATE WEALTH, LLC	$3.1M	31,595	+1,395	ADD
304	Vestmark Advisory Solutions, Inc.	$3.1M	31,581	−6,626	TRIM
305	Orion Porfolio Solutions, LLC	$3.1M	31,517	−15,157	TRIM
306	HOHIMER WEALTH MANAGEMENT, LLC	$3.0M	30,947	−34,333	TRIM
307	Allianz Asset Management GmbH	$3.0M	30,598	−3,751	TRIM
308	BENJAMIN EDWARDS INC	$2.9M	29,635	+2,130	ADD
309	INTECH INVESTMENT MANAGEMENT LLC	$2.9M	29,349	+16,570	ADD
310	Hennion & Walsh Asset Management, Inc.	$2.8M	29,118	+1,576	ADD
311	Lombard Odier Asset Management (Switzerland) SA	$2.7M	28,005	+9,874	ADD
312	BANQUE PICTET & CIE SA	$2.7M	27,893	+27,893	NEW
313	Diversified Trust Co	$2.7M	27,828	+22,541	ADD
314	Equitable Holdings, Inc.	$2.7M	30,310	+26,058	ADD
315	Cullen Capital Management, LLC	$2.7M	27,428	+2,978	ADD
316	Vident Advisory, LLC	$2.6M	27,233	+3,178	ADD
317	MidFirst Bank	$2.6M	27,127	−4,314	TRIM
318	FIL Ltd	$2.6M	27,057	+18,231	ADD
319	MUFG Securities EMEA plc	$2.6M	26,779	−25,000	TRIM
320	FRG Family Wealth Advisors LLC	$2.6M	26,376	−5,740	TRIM
321	EVOKE WEALTH, LLC	$2.6M	26,165	+650	ADD
322	NewEdge Wealth, LLC	$2.6M	26,290	−6,042	TRIM
323	Texas Yale Capital Corp.	$2.4M	25,166	0	NO CHANGE
324	PANAGORA ASSET MANAGEMENT INC	$2.4M	25,152	0	NO CHANGE
325	ABS Direct Equity Fund LLC	$2.4M	25,000	+25,000	NEW
326	Atria Investments, Inc	$2.4M	24,817	−10,621	TRIM
327	Independent Solutions Wealth Management, LLC	$2.4M	24,672	−526	TRIM
328	NewEdge Advisors, LLC	$2.4M	24,549	+24,549	NEW
329	Lido Advisors, LLC	$2.4M	24,193	+3,666	ADD
330	XTX Topco Ltd	$2.4M	24,308	−2,959	TRIM
331	LAZARI CAPITAL MANAGEMENT, INC.	$2.4M	24,302	+2	ADD
332	Saudi Central Bank	$2.3M	24,091	+24,091	NEW
333	J. Safra Sarasin Holding AG	$2.3M	24,074	+414	ADD
334	Orin Green Financial, LLC	$2.3M	23,939	+23,939	NEW
335	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.3M	23,835	+23,835	NEW
336	Perigon Wealth Management, LLC	$2.3M	23,220	−152	TRIM
337	FOUNDERS FINANCIAL SECURITIES LLC	$2.2M	22,527	−1,494	TRIM
338	Callan Family Office, LLC	$2.2M	23,058	−403	TRIM
339	Mutual Advisors, LLC	$2.2M	22,900	+1,855	ADD
340	Alaethes Wealth, LLC	$2.2M	22,737	+15,811	ADD
341	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.2M	22,633	0	NO CHANGE
342	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	$2.2M	22,417	−1,425	TRIM
343	PROFUND ADVISORS LLC	$2.2M	22,269	−10,126	TRIM
344	Concurrent Investment Advisors, LLC	$2.1M	22,118	−3,867	TRIM
345	EFG International AG	$2.1M	22,112	−1,797	TRIM
346	Merit Financial Group, LLC	$2.1M	21,871	+7,546	ADD
347	Summit Trail Advisors, LLC	$2.1M	21,451	+6,854	ADD
348	Banque Cantonale Vaudoise	$2.1M	21,386	+488	ADD
349	WESTPAC BANKING CORP	$2.1M	21,278	+21,278	NEW
350	Advisor Resource Council	$2.1M	21,181	−2,383	TRIM
351	Empirical Finance, LLC	$2.1M	21,168	−18	TRIM
352	MKT Advisors LLC	$2.0M	20,799	−137	TRIM
353	Tower Research Capital LLC (TRC)	$2.0M	21,005	+11,369	ADD
354	HB Wealth Management, LLC	$2.0M	20,916	+3,401	ADD
355	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.0M	20,885	+32	ADD
356	Petix & Botte Co	$2.0M	—	—	n/c
357	CHOREO, LLC	$2.0M	20,344	+1,163	ADD
358	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.0M	20,450	+3,470	ADD
359	Laird Norton Wetherby Trust Company, LLC	$2.0M	19,946	+207	ADD
360	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.9M	20,033	−47	TRIM
361	CHILTON CAPITAL MANAGEMENT LLC	$1.9M	19,832	−1,427	TRIM
362	Stablepoint Partners, LLC	$1.9M	19,762	−758	TRIM
363	Financial Alternatives, Inc	$1.9M	19,758	+3,557	ADD
364	GREENWOOD CAPITAL ASSOCIATES LLC	$1.9M	19,418	+292	ADD
365	North Dakota State Investment Board	$1.8M	18,910	−3,477	TRIM
366	Spinnaker Investment Group, LLC	$1.8M	18,897	−134	TRIM
367	Advisors Asset Management, Inc.	$1.8M	18,732	−3,073	TRIM
368	Enhancing Capital LLC	$1.8M	18,600	0	NO CHANGE
369	MOODY NATIONAL BANK TRUST DIVISION	$1.8M	18,263	−308	TRIM
370	SPIREPOINT PRIVATE CLIENT, LLC	$1.8M	18,113	−127	TRIM
371	MUFG SECURITIES AMERICAS INC.	$1.8M	18,060	+477	ADD
372	Meiji Yasuda Life Insurance Co	$1.7M	17,951	0	NO CHANGE
373	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.7M	17,928	+17,928	NEW
374	Dynamic Advisor Solutions LLC	$1.7M	17,832	+72	ADD
375	Kestra Advisory Services, LLC	$1.7M	17,822	+5,240	ADD
376	SECURIAN ASSET MANAGEMENT, INC	$1.7M	17,647	−100	TRIM
377	Atlantic Union Bankshares Corp	$1.7M	17,384	0	NO CHANGE
378	Squarepoint Ops LLC	$1.7M	17,350	−44	TRIM
379	Brookmont Capital Management	$1.7M	17,226	+698	ADD
380	Beacon Pointe Advisors, LLC	$1.6M	16,924	+3,348	ADD
381	AXQ CAPITAL, LP	$1.6M	16,848	+16,848	NEW
382	NOMURA HOLDINGS INC	$1.6M	16,460	+6,574	ADD
383	Steward Partners Investment Advisory, LLC	$1.6M	16,445	+3,002	ADD
384	Apriem Advisors	$1.6M	16,336	0	NO CHANGE
385	Meeder Advisory Services, Inc.	$1.6M	16,294	+1,092	ADD
386	COLDSTREAM CAPITAL MANAGEMENT INC	$1.5M	15,899	+609	ADD
387	ELEVATION POINT WEALTH PARTNERS, LLC	$1.5M	15,767	−3,579	TRIM
388	Havemeyer Place LP	$1.5M	15,817	+15,817	NEW
389	MGO ONE SEVEN LLC	$1.5M	15,663	−197	TRIM
390	CENTRAL TRUST Co	$1.5M	15,651	−15	TRIM
391	SCP Investment, LP	$1.5M	15,600	+15,600	NEW
392	COOKSON PEIRCE & CO INC	$1.5M	15,578	+1,932	ADD
393	LGT Group Foundation	$1.5M	15,335	−1,719	TRIM
394	SWP FINANCIAL LLC	$1.5M	15,313	0	NO CHANGE
395	TOUNJIAN ADVISORY PARTNERS, LLC	$1.5M	14,958	−620	TRIM
396	OFI INVEST ASSET MANAGEMENT	$1.4M	14,901	+6,304	ADD
397	Sowell Financial Services LLC	$1.4M	14,791	−94	TRIM
398	Richard Bernstein Advisors LLC	$1.4M	14,705	0	NO CHANGE
399	Baird Financial Group, Inc.	$1.4M	14,597	+14,597	NEW
400	Patriot Financial Group Insurance Agency, LLC	$1.4M	14,594	+6,969	ADD
401	Allworth Financial LP	$1.4M	14,577	+2,166	ADD
402	Highview Capital Management LLC/DE/	$1.4M	14,517	+14,517	NEW
403	ALPS ADVISORS INC	$1.4M	14,447	+1,646	ADD
404	UMB Bank, n.a.	$1.4M	14,383	+55	ADD
405	DEFINED WEALTH MANAGEMENT, LLC	$1.4M	14,375	−2,449	TRIM
406	Covalis Capital LLP	$1.4M	14,349	−53,959	TRIM
407	Linscomb Wealth, Inc.	$1.4M	14,265	+14,265	NEW
408	Waverly Advisors, LLC	$1.4M	14,241	+4,797	ADD
409	Snowden Capital Advisors LLC	$1.4M	14,055	−50	TRIM
410	Ascent Group, LLC	$1.4M	13,996	−3,514	TRIM
411	Quadrature Capital Ltd	$1.4M	13,990	+13,990	NEW
412	DLK Investment Management, LLC	$1.3M	13,580	−50	TRIM
413	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$1.3M	13,524	0	NO CHANGE
414	Bleakley Financial Group, LLC	$1.3M	13,445	+658	ADD
415	Stratos Wealth Partners, LTD.	$1.3M	13,275	−630	TRIM
416	DRW Securities, LLC	$1.3M	12,883	+12,883	NEW
417	Ascentis Independent Advisors	$1.2M	12,859	+150	ADD
418	Krilogy Financial LLC	$1.2M	12,997	+2,852	ADD
419	Vontobel Holding Ltd.	$1.2M	12,716	+1,632	ADD
420	Lighthouse Investment Partners, LLC	$1.2M	12,674	+12,674	NEW
421	PRINCIPAL SECURITIES, INC.	$1.2M	12,285	+656	ADD
422	KORNITZER CAPITAL MANAGEMENT INC /KS	$1.2M	12,200	0	NO CHANGE
423	Wealth Enhancement Trust Services, Inc.	$1.2M	12,166	−254	TRIM
424	TI-TRUST, INC	$1.2M	12,040	0	NO CHANGE
425	QRG CAPITAL MANAGEMENT, INC.	$1.2M	11,942	−1,051	TRIM
426	MASTERINVEST Kapitalanlage GmbH	$1.1M	11,671	+682	ADD
427	SIGNATUREFD, LLC	$1.1M	11,449	+3,034	ADD
428	Applied Finance Capital Management, LLC	$1.1M	11,270	+894	ADD
429	Apollon Wealth Management, LLC	$1.1M	11,266	−212	TRIM
430	TEMA ETFS LLC	$1.1M	11,078	+56	ADD
431	FIDUCIARY TRUST CO	$1.1M	10,993	+10,993	NEW
432	Cooper Financial Group	$1.1M	10,891	+145	ADD
433	West Wealth Group, LLC	$1.1M	10,862	+947	ADD
434	NorthRock Partners, LLC	$1.0M	10,747	+3,329	ADD
435	Capital Group Investment Management Pte. Ltd.	$1.0M	10,665	−3,845	TRIM
436	IAMS WEALTH MANAGEMENT, LLC	$1.0M	10,645	+111	ADD
437	Savvy Advisors, Inc.	$1.0M	10,296	+3,432	ADD
438	LETSON INVESTMENT MANAGEMENT, INC.	$991K	10,200	0	NO CHANGE
439	Van Hulzen Asset Management, LLC	$991K	10,196	−14	TRIM
440	AMI ASSET MANAGEMENT CORP	$979K	10,080	−64	TRIM
441	CHICAGO TRUST Co NA	$979K	10,077	−8	TRIM
442	Procyon Advisors, LLC	$969K	9,972	+463	ADD
443	OneDigital Investment Advisors LLC	$968K	9,964	−420	TRIM
444	EVENTIDE ASSET MANAGEMENT, LLC	$967K	10,014	+947	ADD
445	Forvis Mazars Wealth Advisors, LLC	$960K	9,875	+148	ADD
446	EntryPoint Capital, LLC	$954K	9,821	+9,821	NEW
447	Indivisible Partners	$952K	9,795	+3,051	ADD
448	Larson Financial Group LLC	$950K	9,779	−133	TRIM
449	Ipsen Advisor Group LLC	$942K	9,696	+178	ADD
450	Savant Capital, LLC	$930K	9,573	−326	TRIM
451	Westmount Partners, LLC	$918K	9,449	−421	TRIM
452	Envestnet Portfolio Solutions, Inc.	$913K	9,400	−6,964	TRIM
453	Independent Advisor Alliance	$911K	9,379	+426	ADD
454	Gradient Investments LLC	$907K	9,338	+17	ADD
455	Siemens Fonds Invest GmbH	$901K	9,271	+178	ADD
456	Smartleaf Asset Management LLC	$895K	9,266	+486	ADD
457	Hartford Funds Management Co LLC	$891K	9,164	+1,356	ADD
458	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$890K	9,154	+109	ADD
459	Private Advisor Group, LLC	$889K	9,151	−1,219	TRIM
460	Mendel Money Management	$882K	9,076	+545	ADD
461	MONETA GROUP INVESTMENT ADVISORS LLC	$879K	9,042	+192	ADD
462	REGIONS FINANCIAL CORP	$878K	9,037	−1,851	TRIM
463	QUADRANT CAPITAL GROUP LLC	$866K	8,916	−3,647	TRIM
464	Generali Investments, Management Co LLC	$866K	8,914	−2,957	TRIM
465	IEQ CAPITAL, LLC	$850K	8,746	+5,079	ADD
466	Quotient Wealth Partners, LLC	$844K	8,684	−20	TRIM
467	Claro Advisors Inc.	$833K	8,577	+45	ADD
468	SCOTIA CAPITAL INC.	$825K	8,491	−36,617	TRIM
469	GTS SECURITIES LLC	$822K	8,459	+2,384	ADD
470	Altshuler Shaham Ltd	$818K	8,414	+1,017	ADD
471	BAKER TILLY WEALTH MANAGEMENT, LLC	$812K	8,356	−15	TRIM
472	IMC-Chicago, LLC	$801K	8,244	+8,244	NEW
473	Compound Planning, Inc.	$798K	8,218	−121	TRIM
474	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$793K	8,164	+365	ADD
475	Grove Bank & Trust	$791K	8,136	−393	TRIM
476	SALEM INVESTMENT COUNSELORS INC	$790K	8,080	0	NO CHANGE
477	KESTRA PRIVATE WEALTH SERVICES, LLC	$785K	8,079	−547	TRIM
478	SHELTON WEALTH MANAGEMENT, LLC	$775K	7,979	+7,979	NEW
479	Ignite Planners, LLC	$771K	7,954	−208	TRIM
480	Advisor OS, LLC	$765K	7,872	+598	ADD
481	Chicago Partners Investment Group LLC	$765K	8,279	+1,841	ADD
482	Mesirow Financial Investment Management, Inc.	$765K	7,871	+23	ADD
483	Sompo Asset Management Co., Ltd.	$740K	7,620	−630	TRIM
484	Advisory Alpha, LLC	$732K	7,534	0	NO CHANGE
485	Capital Investment Advisors, LLC	$730K	7,515	+64	ADD
486	AXXCESS WEALTH MANAGEMENT, LLC	$729K	7,505	−486	TRIM
487	Avantax Planning Partners, Inc.	$720K	7,407	0	NO CHANGE
488	SHELTON CAPITAL MANAGEMENT	$711K	7,314	0	NO CHANGE
489	WEST PACES ADVISORS INC.	$707K	7,272	−260	TRIM
490	POTOMAC FUND MANAGEMENT INC /ADV	$704K	7,246	+266	ADD
491	Vise Technologies, Inc.	$702K	7,952	0	NO CHANGE
492	SAGESPRING WEALTH PARTNERS, LLC	$700K	7,199	+198	ADD
493	Octavia Wealth Advisors, LLC	$695K	7,111	−591	TRIM
494	Byrne Asset Management LLC	$690K	7,105	+85	ADD
495	Jacobi Capital Management LLC	$684K	7,041	+190	ADD
496	Frec Markets, Inc.	$679K	6,989	+4,060	ADD
497	World Investment Advisors	$674K	6,940	+206	ADD
498	Town & Country Bank & Trust CO dba First Bankers Trust CO	$672K	6,911	0	NO CHANGE
499	Safeguard Investment Advisory Group, LLC	$671K	6,908	+50	ADD
500	Excelsior Advisor Network LLC	$658K	6,775	+6,775	NEW

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SRE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Julie Johnson D–TX-32 $1K–$15K
Sellers: 1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $14.3M held
Trimming: 1 Soros Fund Management $10.5M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SEMPRA

Merged timeline of congressional filings and notable-manager moves on SRE
Date	Who	Change	Size
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+121,040 sh
2026-05-15	Soros Fund Management 13F	TRIM	−287,949 sh
2026-05-14	Caxton Associates 13F	NEW	+3,612 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed SRE — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).