1132 tracked 13F filers disclose a position in SRE as of the latest SEC 13F filings, a combined $48.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $5.8B | 59.9M | ▲+4.2% Added · +2.4M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $4.1B | 42.4M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $3.5B | 38.0M | ▲+1.8% Added · +690K sh | Q2 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.7B | 28.0M | →First observed position No prior filed position | Q1 2026 | |
| 5 | MORGAN STANLEY | $2.4B | 24.3M | ▲+9.0% Added · +2.0M sh | Q1 2026 | |
| 6 | FMR LLC | $1.8B | 18.6M | ▲+1.8% Added · +320K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $1.7B | 17.9M | ▲+48% Added · +5.8M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.5B | 15.6M | ▲+6.3% Added · +933K sh | Q2 2026 | |
| 9 | Newport Trust Company, LLC | $1.0B | 10.9M | ▼−2.6% Reduced · −288K sh | Q2 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $1.0B | 10.4M | ▲+16% Added · +1.4M sh | Q1 2026 | |
| 11 | NORGES BANK | $914.9M | 10.4M | ▲+12% Added · +1.1M sh | Q4 2025 | |
| 12 | FRANKLIN RESOURCES INC | $968.2M | 10.0M | ▲+10% Added · +931K sh | Q1 2026 | |
| 13 | DEUTSCHE BANK AG\ | $906.5M | 9.3M | ▲+1.8% Added · +167K sh | Q1 2026 | |
| 14 | PRICE T ROWE ASSOCIATES INC /MD/ | $893.1M | 9.2M | ▼−4.1% Reduced · −397K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $642.8M | 6.6M | ▲+0.1% Added · +6K sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $594.7M | 6.1M | ▼−2.1% Reduced · −130K sh | Q1 2026 | |
| 17 | Clearbridge Investments, LLC | $561.3M | 5.8M | ▼−4.2% Reduced · −251K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $490.3M | 5.0M | ▼−0.3% Reduced · −13K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $482.6M | 5.0M | ▼−2.3% Reduced · −116K sh | Q1 2026 | |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $454.2M | 4.7M | ▲+3.9% Added · +176K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $443.9M | 4.6M | ▲+1.7% Added · +78K sh | Q1 2026 | |
| 22 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $428.9M | 4.4M | ▲+23% Added · +834K sh | Q1 2026 | |
| 23 | Pictet Asset Management Holding SA | $414.4M | 4.3M | ▲+0.3% Added · +14K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $406.4M | 4.2M | ▲+2.7% Added · +109K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $357.0M | 3.7M | →First observed position No prior filed position | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in SRE and 19 added to an existing one, while 24 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 705 funds | $354.8B |
| APPLE INCAAPL | 704 funds | $391.3B |
| NVIDIA CORPNVDA | 700 funds | $508.6B |
| AMAZON.COM INCAMZN | 693 funds | $265.1B |
| ALPHABET INC-CL AGOOGL | 693 funds | $233.5B |
| JPMORGAN CHASE & COJPM | 686 funds | $91.1B |
| META PLATFORMS INC-CLASS AMETA | 679 funds | $147.6B |
| BROADCOM INCAVGO | 673 funds | $201.4B |
| ELI LILLY & COLLY | 671 funds | $101.4B |
| ALPHABET INC-CL CGOOG | 664 funds | $155.2B |
| COSTCO WHOLESALE CORPCOST | 663 funds | $50.4B |
| VISA INC-CLASS A SHARESV | 662 funds | $84.4B |
Ranked by how many of SRE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 17, 2026 | Winn Caroline Ann | Executive Vice President | Sell (S) | 100 | $9K |
| Jun 17, 2026 | Winn Caroline Ann | Executive Vice President | Sell (S) | 8K | $715K |
| May 18, 2026 | Ferrero Pablo | Director | Sell (S) | 3K | $233K |
| May 14, 2026 | DAY DIANA L | Chief Legal Counsel | Sell (S) | 3K | $304K |
| Apr 1, 2026 | BIRD JUSTIN CHRISTOPHER | Executive Vice President | Sell (S) | 1K | $109K |
| Mar 16, 2026 | Wold Dyan Z. | VP, Controller and CAO | Sell (S) | 2K | $147K |
| Mar 12, 2026 | Kirk Jennifer M | Director | Buy (P) | 1K | $93K |
| Mar 11, 2026 | MARK RICHARD J | Director | Buy (P) | 3K | $251K |
| Mar 11, 2026 | WARNER CYNTHIA J | Director | Buy (P) | 3K | $232K |
| Mar 9, 2026 | Sedgwick Karen L | Executive VP and CFO | Sell (S) | 1K | $111K |
| Mar 9, 2026 | Sedgwick Karen L | Executive VP and CFO | Sell (S) | 3K | $250K |
| Mar 9, 2026 | Sedgwick Karen L | Executive VP and CFO | Sell (S) | 987 | $90K |
| Class | 13F holders | Value held |
|---|---|---|
| SREthis pagecs | 1132 funds | $48.0B |
| 816851BQ1CORPORATE BONDS | 1 funds | $40K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SRE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SRE/capital-change-brief"
Use Arkolith's capital_change_brief for SRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.