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
Brighton Jones LLC1,778$236.0K0.01%––
HighPoint Advisor Group LLC1,704$229.0K0.03%––
Fulton Bank, N.A.1,723$228.0K0.01%––
WealthTrust Axiom LLC1,726$228.0K0.08%––
Maverick Capital LtdSuperinvestorMaverick Capital1,701$226.0K0.00%––
BKD Wealth Advisors, LLC1,682$223.0K0.01%––
Lombard Odier Asset Management (Europe) Ltd1,668$221.0K0.01%––
Toroso Investments, LLC1,662$220.0K0.01%––
Vaughan David Investments LLC1,643$218.0K0.01%––
1st Source Bank1,621$215.0K0.01%––
Meeder Asset Management Inc1,621$215.0K0.01%––
Wesbanco Bank Inc1,617$215.0K0.01%––
Jacobs Levy Equity Management, Inc1,625$215.0K0.00%––
Telos Capital Management, Inc.1,620$215.0K0.03%––
Kepos Capital LP1,611$214.0K0.01%––
FC Advisory LLC1,609$213.0K0.10%––
Rice Partnership, LLC1,606$213.0K0.08%––
Lido Advisors, LLC1,584$212.0K0.01%––
Venture Visionary Partners LLC1,592$211.0K0.02%––
KWB Wealth1,590$211.0K0.04%––
Howland Capital Management LLC1,580$209.0K0.01%––
Gateway Investment Advisers LLC1,567$208.0K0.00%––
Burleson & Company, LLC1,565$208.0K0.03%––
Heritage Wealth Advisors1,566$207.6K0.01%––
Kovack Advisors, Inc.1,558$207.0K0.03%––
Jacobs & Co1,553$205.0K0.03%––
Balasa Dinverno & Foltz LLC1,547$205.0K0.02%––
Massmutual Trust Co FSB1,541$204.0K0.01%––
Patten Group, Inc.1,535$204.0K0.07%––
Welch & Forbes LLC1,520$201.0K0.00%––
SOL Capital Management CO1,519$201.0K0.04%––
Signaturefd, LLC1,489$197.0K0.01%––
Tradewinds Capital Management, LLC1,432$190.0K0.04%––
Trust Co of Vermont1,426$189.0K0.01%––
Montag A & Associates Inc1,350$179.0K0.01%––
Group One Trading, L.P.1,204$160.0K0.00%––
American Research & Management Co.1,154$153.0K0.04%––
Jacobi Capital Management LLC1,152$153.0K0.02%––
Front Row Advisors LLC1,148$153.0K0.07%––
Healthcare of Ontario Pension Plan Trust Fund1,142$151.0K0.00%––
Liberty Wealth Management LLC1,181$147.0K0.07%––
RMR Wealth Builders1,104$146.0K0.04%––
Caldwell Trust Co1,080$143.2K0.02%––
HM Payson & Co1,082$143.0K0.00%––
M&R Capital Management Inc1,075$142.0K0.04%––
TCI Wealth Advisors, Inc.1,056$140.0K0.06%––
First Command Bank994$132.0K0.03%––
First Command Financial Services, Inc.994$132.0K0.03%––
Tobam990$131.0K0.01%––
Thompson Siegel & Walmsley LLC925$123.0K0.00%––
Eudaimonia Partners, LLC918$121.0K0.03%––
Adirondack Trust Co895$119.0K0.06%––
Focused Wealth Management, Inc900$119.0K0.02%––
McIlrath & Eck, LLC901$119.0K0.04%––
Alpha DNA Investment Management LLC904$119.0K0.14%––
Valley Brook Capital Group886$117.0K0.11%––
Washington Trust Co840$111.0K0.00%––
Pacific Center for Financial Services839$111.0K0.05%––
Old North State Trust, LLC830$110.0K0.09%––
Global Retirement Partners, LLC819$109.0K0.01%––
AdvisorNet Financial, Inc815$108.0K0.01%––
Private Ocean, LLC816$108.0K0.02%––
Paradigm, Strategies in Wealth Management, LLC805$107.0K0.10%––
Rocky Mountain Advisers, LLC800$106.0K0.15%––
Cowen Prime Services LLC800$106.0K0.04%––
Ossiam797$106.0K0.00%––
FourThought Financial, LLC805$106.0K0.02%––
Perennial Advisors, LLC761$101.0K0.03%––
Mine & Arao Wealth Creation & Management, LLC.751$100.0K0.07%––
Resources Management Corp711$94.0K0.01%––
AGF Investments LLC701$93.0K0.01%––
Roble, Belko & Company, Inc691$92.0K0.02%––
Pin Oak Investment Advisors Inc675$89.0K0.08%––
Capital Analysts, LLC664$88.0K0.01%––
Smithfield Trust Co622$82.0K0.01%––
Disciplined Investments, LLC600$80.0K0.05%––
Patriot Financial Group Insurance Agency, LLC572$76.0K0.02%––
Farmers & Merchants Investments Inc553$73.0K0.00%––
Lindbrook Capital, LLC544$72.0K0.02%––
Webster Bank, N. A.525$70.0K0.01%––
Kistler-Tiffany Companies, LLC527$70.0K0.02%––
Toth Financial Advisory Corp523$69.0K0.01%––
Sargent Bickham Lagudis LLC524$69.0K0.01%––
IFP Advisors, Inc510$68.0K0.00%––
CenterStar Asset Management, LLC–$68.0K0.10%––
Versant Capital Management, Inc504$67.0K0.02%––
Firestone Capital Management505$67.0K0.02%––
Orion Capital Management LLC506$67.0K0.05%––
Prime Capital Investment Advisors, LLC500$66.0K0.00%––
Truvestments Capital LLC500$66.0K0.04%––
Gleason Group, Inc.476$63.0K0.02%––
Regal Wealth Group, Inc.469$62.0K0.04%––
Exane Derivatives409$54.2K0.02%––
Highlander Capital Management, LLC400$53.0K0.03%––
NVWM, LLC400$53.0K0.02%––
Vectors Research Management, LLC400$53.0K0.01%––
Total Clarity Wealth Management, Inc.399$53.0K0.03%––
Brown Brothers Harriman & Co395$52.0K0.00%––
Ritter Daniher Financial Advisory, LLC386$51.0K0.04%––
MV Capital Management, Inc.376$50.0K0.01%––