Skip to main content

Sempra

SRE
Exchange
NYSE
Industry
Gas & Other Services Combined
SEC CIK
0001032208

No open-market purchases or sales by Sempra insiders were filed in the last 90 days; 1,288 institutions reported holding it in 13F filings for Q2 2026, worth $55.9B in total; Soros Fund Management is the only superinvestor holding it.

Other share classesSREA

13F holders, Q1 2021

Institutional positions in Sempra as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
811
No complete 13F data for Q4 2020
Shares held
261.5M
No complete 13F data for Q4 2020
Total value
$34.6B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SRE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 811 institutions
Q1 2021: 811 institutionsQ2 2021: 819 institutionsQ3 2021: 803 institutionsQ4 2021: 887 institutionsQ1 2022: 954 institutionsQ2 2022: 958 institutionsQ3 2022: 962 institutionsQ4 2022: 1,006 institutionsQ1 2023: 984 institutionsQ2 2023: 992 institutionsQ3 2023: 984 institutionsQ4 2023: 1,040 institutionsQ1 2024: 1,044 institutionsQ2 2024: 1,040 institutionsQ3 2024: 1,105 institutionsQ4 2024: 1,205 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,123 institutionsQ3 2025: 1,152 institutionsQ4 2025: 1,213 institutionsQ1 2026: 1,274 institutionsQ2 2026: 1,288 institutions
Value heldQ1 2021: $34.6B
Q1 2021: $34.6BQ2 2021: $36.0BQ3 2021: $34.9BQ4 2021: $36.0BQ1 2022: $46.7BQ2 2022: $41.0BQ3 2022: $41.0BQ4 2022: $41.9BQ1 2023: $41.4BQ2 2023: $39.4BQ3 2023: $36.9BQ4 2023: $42.4BQ1 2024: $40.5BQ2 2024: $43.5BQ3 2024: $47.9BQ4 2024: $51.4BQ1 2025: $41.5BQ2 2025: $44.5BQ3 2025: $54.4BQ4 2025: $53.4BQ1 2026: $57.3BQ2 2026: $55.9B
Institutions holding SRE and their total value by quarter
QuarterHoldersValue
Q2 20261,288$55.9B
Q1 20261,274$57.3B
Q4 20251,213$53.4B
Q3 20251,152$54.4B
Q2 20251,123$44.5B
Q1 20251,148$41.5B
Q4 20241,205$51.4B
Q3 20241,105$47.9B
Q2 20241,040$43.5B
Q1 20241,044$40.5B
Q4 20231,040$42.4B
Q3 2023984$36.9B
Q2 2023992$39.4B
Q1 2023984$41.4B
Q4 20221,006$41.9B
Q3 2022962$41.0B
Q2 2022958$41.0B
Q1 2022954$46.7B
Q4 2021887$36.0B
Q3 2021803$34.9B
Q2 2021819$36.0B
Q1 2021811$34.6B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Sempra.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SRE in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Jacobs Levy Equity Management, Inc1,625$215.0K0.00%––
Telos Capital Management, Inc.1,620$215.0K0.03%––
Vaughan David Investments LLC1,643$218.0K0.01%––
Toroso Investments, LLC1,662$220.0K0.01%––
Lombard Odier Asset Management (Europe) Ltd1,668$221.0K0.01%––
BKD Wealth Advisors, LLC1,682$223.0K0.01%––
Maverick Capital LtdSuperinvestorMaverick Capital1,701$226.0K0.00%––
Fulton Bank, N.A.1,723$228.0K0.01%––
WealthTrust Axiom LLC1,726$228.0K0.08%––
HighPoint Advisor Group LLC1,704$229.0K0.03%––
Brighton Jones LLC1,778$236.0K0.01%––
Wimmer Associates 1, LLC1,807$240.0K0.13%––
Patten & Patten Inc1,816$241.0K0.02%––
Allworth Financial LP1,832$243.0K0.00%––
Kore Private Wealth LLC1,845$245.0K0.03%––
Ledyard National Bank1,860$247.0K0.03%––
First Foundation Advisors1,878$249.0K0.01%––
Capital Advisory Group Advisory Services, LLC1,876$249.0K0.10%––
TriaGen Wealth Management LLC1,887$250.0K0.14%––
Robertson Stephens Wealth Management, LLC1,883$251.0K0.04%––
International Assets Investment Management, LLC235,112$251.0K0.02%––
GWM Advisors LLC1,899$252.0K0.01%––
Tokio Marine Asset Management Co Ltd1,917$254.0K0.03%––
Northwest Investment Counselors, LLC1,920$255.0K0.07%––
Intercontinental Wealth Advisors, LLC1,926$255.0K0.06%––
Shelton Capital Management1,939$257.0K0.01%––
Spire Wealth Management1,941$257.0K0.01%––
Assetmark, Inc1,947$258.0K0.00%––
Smith Chas P & Associates Pa Cpas1,950$259.0K0.02%––
Karpus Management, Inc.2,000$265.0K0.01%––
Ballentine Partners, LLC1,999$265.0K0.01%––
Checchi Capital Advisers, LLC2,000$265.0K0.04%––
LifeSteps Financial, Inc.2,010$266.0K0.22%––
Great Valley Advisor Group, Inc.2,023$268.0K0.03%––
GYL Financial Synergies, LLC2,028$269.0K0.15%––
Gyon Technologies Capital Management, LP2,033$270.0K0.12%––
Bremer Bank National Association2,052$272.0K0.06%––
Rothschild Investment Corp2,056$273.0K0.02%––
O'Shaughnessy Asset Management, LLC2,063$274.0K0.01%––
Plancorp, LLC2,064$274.0K0.06%––
XTX Topco Ltd2,077$275.0K0.13%––
Crestwood Advisors Group LLC2,106$279.0K0.01%––
Israel Discount Bank of New York2,114$280.0K0.22%––
Orin Green Financial, LLC2,122$281.0K0.23%––
FineMark National Bank & Trust2,128$282.0K0.01%––
180 Wealth Advisors, LLC2,067$283.0K0.07%––
Voya Financial Advisors, Inc.2,154$284.0K0.01%––
North Star Investment Management Corp.2,152$285.0K0.03%––
Pointe Capital Management LLC2,150$285.0K0.20%––
WFA of San Diego, LLC2,160$286.0K0.24%––
Neo Ivy Capital Management2,180$289.0K0.32%––
Octavia Wealth Advisors, LLC2,165$289.0K0.09%––
Capital Advisors Inc2,213$293.0K0.01%––
Aspiriant, LLC2,226$295.0K0.02%––
Avidian Wealth Solutions, LLC2,236$296.0K0.03%––
Marble Harbor Investment Counsel, LLC2,250$298.0K0.04%––
IHT Wealth Management, LLC2,267$301.0K0.02%––
Ford Financial Group, LLC2,275$301.0K0.13%––
FinTrust Capital Advisors, LLC2,275$302.0K0.09%––
Windsor Creek Advisors, LLC2,276$302.0K0.12%––
Cresset Asset Management, LLC2,276$303.0K0.00%––
Mraz, Amerine & Associates, Inc.2,294$304.0K0.09%––
Cullen/Frost Bankers, Inc.2,317$307.0K0.01%––
RB Capital Management, LLC2,317$307.0K0.14%––
Stonnington Group, LLC2,275$308.0K0.07%––
BBVA USA Bancshares, Inc.2,322$308.0K0.01%––
Geneos Wealth Management Inc.2,239$308.0K0.01%––
Cerity Partners LLC2,327$309.0K0.01%––
BTR Capital Management Inc2,388$317.0K0.05%––
Nachman Norwood & Parrott, Inc2,393$317.0K0.03%––
DB Wealth Management Group, LLC2,406$319.0K0.22%––
Bessemer Group Inc2,422$321.0K0.00%––
Stonebridge Capital Advisors LLC2,425$321.0K0.04%––
Evercore Wealth Management, LLC2,426$322.0K0.01%––
M Holdings Securities, Inc.2,428$322.0K0.03%––
AIMZ Investment Advisors, LLC2,455$325.0K0.16%––
Signature Wealth Management Partners, LLC2,460$326.0K0.31%––
Benjamin F. Edwards & Company, Inc.2,471$328.0K0.02%––
Wealthsource Partners, LLC2,480$329.0K0.03%––
Stratos Wealth Advisors, LLC2,483$329.0K0.03%––
Beacon Pointe Advisors, LLC2,481$329.0K0.02%––
Integrated Wealth Concepts LLC2,494$331.0K0.01%––
Wealth Alliance2,500$331.0K0.09%––
Founders Financial Securities LLC2,505$332.0K0.08%––
Financial Counselors Inc2,524$335.0K0.01%––
Private Trust Co NA2,530$335.0K0.05%––
Aveo Capital Partners, LLC2,535$336.0K0.08%––
Prudent Man Advisors, LLC2,550$338.0K0.14%––
Castle Rock Wealth Management, LLC2,498$343.0K0.14%––
Heartland Bank & Trust Co2,598$344.0K0.31%––
Manchester Financial Inc2,620$347.0K0.16%––
Frisch Financial Group, Inc.2,639$350.0K0.12%––
Neumann Capital Management, LLC2,674$354.0K0.17%––
Evergreen Capital Management LLC2,675$355.0K0.02%––
Rosenberg Matthew Hamilton2,683$356.0K0.20%––
Meiji Yasuda Life Insurance Co2,713$360.0K0.01%––
RSM US Wealth Management LLC2,724$361.0K0.02%––
Weatherly Asset Management L. P.2,745$364.0K0.05%––
Allen Investment Management LLC2,750$365.0K0.01%––
Empirical Finance, LLC2,887$368.0K0.06%––