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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
Alpha Paradigm Partners, LLC374$50.0K0.02%––
CX Institutional371$49.0K0.00%––
Federation des caisses Desjardins du Quebec362$48.0K0.00%––
Ten Capital Wealth Advisors, LLC361$47.0K0.01%––
SOA Wealth Advisors, LLC.358$47.0K0.01%––
NEXT Financial Group, Inc334$45.0K0.00%––
Berman Capital Advisors, LLC339$44.0K0.01%––
Jones Financial Companies LLLP320$42.0K0.00%––
Fieldpoint Private Securities, LLC317$42.0K0.01%––
Parkside Financial Bank & Trust308$41.0K0.01%––
Westside Investment Management, Inc.313$41.0K0.00%––
JJJ Advisors Inc.296$39.0K0.02%––
McCarthy Grittinger Financial Group, LLC288$38.2K0.02%––
CVA Family Office, LLC285$38.0K0.01%––
Institutional & Family Asset Management, LLC281$37.0K0.01%––
HBC Financial Services, PLLC250$34.4K0.02%––
Hall Laurie J Trustee260$34.0K0.01%––
Atlas Private Wealth Management246$33.0K0.02%––
CoreFirst Bank & Trust250$33.0K0.02%––
Wealthcare Advisory Partners LLC236$31.0K0.00%––
MPS Loria Financial Planners, LLC239$31.0K0.01%––
Clearview Wealth Advisors LLC231$31.0K0.02%––
Logan Capital Management Inc225$30.0K0.00%––
Ameritas Investment Company, LLC217$28.8K0.00%––
Valeo Financial Advisors, LLC213$28.0K0.00%––
Enterprise Financial Services Corp205$27.0K0.00%––
Monetary Management Group Inc200$27.0K0.01%––
Endurance Wealth Management, Inc.200$27.0K0.00%––
Glassman Wealth Services207$27.0K0.01%––
Cedar Mountain Advisors, LLC200$27.0K0.01%––
Essex Investment Management Co LLC195$26.0K0.00%––
Optimum Investment Advisors190$25.0K0.01%––
Sun Life Financial INC181$24.0K0.00%––
Tarbox Family Office, Inc.178$24.0K0.00%––
Duncker Streett & Co Inc175$23.0K0.00%––
HC Financial Advisors Inc167$22.0K0.01%––
Sonora Investment Management, LLC165$22.0K0.00%––
CSat Investment Advisory, L.P.164$22.0K0.02%––
Carroll Financial Associates, Inc.168$22.0K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA160$21.2K0.03%––
Hanson & Doremus Investment Management151$20.0K0.00%––
Oakworth Capital, Inc.150$20.0K0.00%––
Silvant Capital Management LLC152$20.0K0.00%––
Savior LLC151$20.0K0.02%––
Carolinas Wealth Consulting LLC149$20.0K0.00%––
Bartlett & Co. LLC125$17.0K0.00%––
BerganKDV Wealth Management, LLC126$17.0K0.00%––
Evoke Wealth, LLC128$17.0K0.00%––
Bartlett & Co. Wealth Management LLC125$16.7K0.00%––
Lenox Wealth Advisors, LLC122$16.0K0.00%––
FORA Capital, LLC117$16.0K0.01%––
Clearstead Advisors, LLC113$15.0K0.00%––
TD Ameritrade Investment Management, LLC119$15.0K0.00%––
First Horizon Advisors, Inc.120$15.0K0.00%––
Resolute Partners Group112$15.0K0.00%––
Gemmer Asset Management LLC108$14.0K0.00%––
Cascade Investment Advisors, Inc.100$13.3K0.01%––
Marquette Asset Management, LLC100$13.0K0.00%––
Sutton Wealth Advisors Inc.98$13.0K0.01%––
Glen Eagle Advisors, LLC93$12.3K0.00%––
CNB Bank91$12.0K0.01%––
Ancora Advisors, LLC84$11.0K0.00%––
Baystate Wealth Management LLC79$11.0K0.00%––
FormulaFolio Investments, LLC75$10.0K0.00%––
Allred Capital Management, LLC73$9.68K0.00%––
Private Capital Group, LLC67$9.00K0.00%––
HighMark Wealth Management LLC69$9.00K0.01%––
Thomas J. Herzfeld Advisors, Inc.64$8.00K0.00%––
Ellevest, Inc.64$8.00K0.00%––
Evolution Wealth Advisors, LLC57$8.00K0.00%––
Arrow Financial Corp50$7.00K0.00%––
Country Trust Bank50$7.00K0.00%––
Horrell Capital Management, Inc.500$7.00K0.00%––
Lloyd Advisory Services, LLC.55$7.00K0.00%––
Raffa Wealth Management, LLC51$6.76K0.00%––
Wealthcare Capital Management LLC43$6.00K0.00%––
Aua Capital Management, LLC45$6.00K0.00%––
Wolff Wiese Magana LLC48$6.00K0.00%––
First Horizon Corp45$5.00K0.00%––
Plante Moran Financial Advisors, LLC41$5.00K0.00%––
JNBA Financial Advisors39$5.00K0.00%––
Bedel Financial Consulting, Inc.39$5.00K0.00%––
Human Investing LLC38$5.00K0.00%––
Meridian Wealth Partners, LLC37$5.00K0.00%––
San Francisco Sentry Investment Group (Ca)31$4.00K0.00%––
Sugarloaf Wealth Management, LLC28$4.00K0.00%––
Certified Advisory Corp27$4.00K0.00%––
Key Financial Inc27$4.00K0.00%––
Concord Wealth Partners31$4.00K0.00%––
KB Financial Partners, LLC29$4.00K0.00%––
Creative Financial Designs Inc19$3.00K0.00%––
Financial Management Professionals, Inc.21$3.00K0.00%––
Prestige Wealth Management Group LLC23$3.00K0.00%––
Pacitti Group Inc.30$3.00K0.00%––
RWM Asset Management, LLC22$3.00K0.00%––
Freedman Financial Associates, Inc.21$3.00K0.00%––
Financial Perspectives, Inc380,107$2.87K0.14%––
C M Bidwell & Associates Ltd12$2.00K0.00%––
Manchester Capital Management LLC15$2.00K0.00%––
Horan Securities, Inc.17$2.00K0.00%––