SRE — Sempra Institutional Holders · Q3 2026

Name: Who Owns SRE? 51 Institutions Hold $29M (Q3 2026)
Creator: ko.io

Who owns Sempra (SRE)? 51 institutions reported holding $28.96M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Oak Grove Capital LLC ($8.0M), Werlinich Asset Management, LLC ($3.6M), Farther Finance Advisors, LLC ($2.7M).

Rank	Institution	Value	Shares	Change
1	Oak Grove Capital LLC	$8.0M	102,004	Added
2	Werlinich Asset Management, LLC	$3.6M	45,800	Trimmed
3	Farther Finance Advisors, LLC	$2.7M	34,412	Added
4	GAMMA Investing LLC	$1.6M	20,544	Trimmed
5	MOODY NATIONAL BANK TRUST DIVISION	$1.5M	19,350	Added
6	Sound Income Strategies, LLC	$1.2M	14,469	Hold
7	Cooper Financial Group	$1.1M	13,786	Added
8	DLK Investment Management, LLC	$1.0M	13,030	Trimmed
9	Gradient Investments LLC	$704,287	9,034	Trimmed
10	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$703,414	9,023	Trimmed
11	Wealth Enhancement Trust Services, Inc.	$675,757	8,668	Trimmed
12	Grove Bank & Trust	$652,915	8,375	Added
13	BAKER TILLY WEALTH MANAGEMENT, LLC	$619,075	7,941	Added
14	Byrne Asset Management LLC	$514,115	6,587	Added
15	Rosenberg Matthew Hamilton	$435,563	5,587	Added
16	Apella Capital, LLC	$414,133	5,197	Added
17	Wedmont Private Capital	$381,101	4,759	Added
18	CX Institutional	$284,000	3,647	Trimmed
19	Valeo Financial Advisors, LLC	$282,907	3,629	Added
20	DAVIDSON TRUST CO	$264,362	3,391	Added
21	RIVERSEDGE ADVISORS, LLC	$263,115	3,375	New
22	ROCKLAND TRUST CO	$258,125	3,311	Trimmed
23	ATWOOD & PALMER INC	$257,268	3,300	Hold
24	Venture Visionary Partners LLC	$225,443	2,891	New
25	MassMutual Private Wealth & Trust, FSB	$218,444	2,802	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30