Sempra (SRE) Bundle
Who Invests in Sempra (SRE) and Why?
Investor Profile Analysis for Sempra (SRE)
Key Investor Types
As of Q4 2023, the investor composition for the company breaks down as follows:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 84.7% |
| Mutual Funds | 62.3% |
| Individual/Retail Investors | 15.3% |
Top Institutional Investors
| Institution | Shares Held |
|---|---|
| Vanguard Group Inc | 38,456,102 shares |
| BlackRock Inc | 32,987,654 shares |
| State Street Corporation | 21,543,876 shares |
Investment Motivations
- Dividend Yield: 4.2% annual dividend rate
- Market Capitalization: $38.6 billion
- Price-to-Earnings Ratio: 16.5
- Consistent Revenue Growth: 5.7% year-over-year
Investment Strategies
Investor strategy distribution:
| Strategy Type | Percentage of Investors |
|---|---|
| Long-Term Hold | 68.3% |
| Value Investing | 22.5% |
| Short-Term Trading | 9.2% |
Institutional Ownership and Major Shareholders of Sempra (SRE)
Investor Profile Analysis for Sempra (SRE)
Key Investor Types
As of Q4 2023, the investor composition for the company breaks down as follows:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 84.7% |
| Mutual Funds | 62.3% |
| Individual/Retail Investors | 15.3% |
Top Institutional Investors
| Institution | Shares Held |
|---|---|
| Vanguard Group Inc | 38,456,102 shares |
| BlackRock Inc | 32,987,654 shares |
| State Street Corporation | 21,543,876 shares |
Investment Motivations
- Dividend Yield: 4.2% annual dividend rate
- Market Capitalization: $38.6 billion
- Price-to-Earnings Ratio: 16.5
- Consistent Revenue Growth: 5.7% year-over-year
Investment Strategies
Investor strategy distribution:
| Strategy Type | Percentage of Investors |
|---|---|
| Long-Term Hold | 68.3% |
| Value Investing | 22.5% |
| Short-Term Trading | 9.2% |
Key Investors and Their Influence on Sempra (SRE)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 82.4% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 43,562,415 | 12.7% |
| BlackRock Inc. | 37,894,223 | 11.1% |
| State Street Corporation | 22,415,678 | 6.5% |
| Capital Research Global Investors | 18,763,445 | 5.5% |
Recent Ownership Changes
Institutional investor changes in the past quarter reveal:
- Total institutional investments increased by 3.2%
- Net institutional buying volume reached $412 million
- Top 10 institutional investors added 2.1 million shares collectively
Institutional Investment Breakdown
| Investor Type | Total Investment | Percentage |
|---|---|---|
| Mutual Funds | $1.2 billion | 35.6% |
| Pension Funds | $687 million | 20.3% |
| Investment Advisors | $542 million | 16.0% |
Market Impact and Investor Sentiment of Sempra (SRE)
Key Investors and Their Impact
As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 34,562,892 | 9.73% |
| BlackRock Inc | 28,976,543 | 8.16% |
| State Street Corporation | 22,345,671 | 6.29% |
Notable investor activities demonstrate significant strategic positioning:
- Vanguard Group increased its stake by 3.2% in the last quarter
- BlackRock added 1.7 million shares during recent investment rounds
- Dimensional Fund Advisors LP holds 4.52% of total shares
Institutional investors collectively own 62.4% of outstanding shares, indicating strong market confidence.
| Investor Type | Total Investment | Percentage |
|---|---|---|
| Institutional Investors | $4.2 billion | 62.4% |
| Mutual Funds | $1.6 billion | 23.8% |
| Individual Investors | $869 million | 13.8% |
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