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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, Q3 2021

Institutional positions in Sempra as of Sep 30, 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
803
−2 vs. Q2 2021
Shares held
275.4M
+7.30M (+2.7%) vs. Q2 2021
Total value
$34.9B
−$650.0M (−1.8%) vs. Q2 2021
New holders
76
340 more added
Sold out
78
227 more reduced

14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

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 holdersQ3 2021: 803 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 heldQ3 2021: $34.9B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q2 2021.

Institutions holding SRE in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JustInvest LLC3,126$395.0K0.04%−1,122−26.4%Reduced
Illinois Municipal Retirement Fund3,128$396.0K0.01%00.0%Unchanged
RDA Financial Network3,146$398.0K0.18%00.0%Unchanged
HCR Wealth Advisors3,151$399.0K0.07%−51−1.6%Reduced
Centre Asset Management, LLC3,025$400.0K0.21%00.0%Unchanged
Conning Inc.3,173$401.0K0.01%−380−10.7%Reduced
Aveo Capital Partners, LLC3,181$402.0K0.08%+222+7.5%Added
Bailard, Inc.3,212$406.0K0.01%+273+9.3%Added
LVM Capital Management Ltd3,233$409.0K0.06%00.0%Unchanged
Evergreen Capital Management LLC3,278$415.0K0.02%+432+15.2%Added
Palladium Partners LLC3,291$416.0K0.02%−200−5.7%Reduced
Toews Corp3,300$417.0K0.05%+3,300New
Siemens Fonds Invest GmbH3,328$421.0K0.03%+3,328New
Symmetry Partners, LLC3,377$428.0K0.03%00.0%Unchanged
Meeder Asset Management Inc3,395$429.0K0.02%+1,135+50.2%Added
Park Avenue Securities LLC3,409$431.0K0.01%+3,409New
Paradigm Financial Partners, LLC3,442$432.0K0.10%+3,442New
Greenleaf Trust3,420$433.0K0.01%+185+5.7%Added
Toroso Investments, LLC3,422$433.0K0.02%+694+25.4%Added
Cresset Asset Management, LLC3,398$434.0K0.01%+1,560+84.9%Added
Bellwether Advisors, LLC3,452$436.0K0.15%+3,452New
Amica Retiree Medical Trust3,465$438.0K0.40%−1,518−30.5%Reduced
Ziegler Capital Management, LLC3,480$440.0K0.02%+100+3.0%Added
SeaCrest Wealth Management, LLC3,491$442.0K0.05%+5+0.1%Added
Apollon Wealth Management, LLC3,524$446.0K0.06%−322−8.4%Reduced
Legg Mason Asset Management (Japan) Co., Ltd.3,562$451.0K0.52%+200+5.9%Added
Versor Investments LP3,696$468.0K0.01%+699+23.3%Added
Empirical Finance, LLC3,711$469.0K0.07%+248+7.2%Added
Advisory Alpha, LLC3,746$474.0K0.03%00.0%Unchanged
Steward Partners Investment Advisory, LLC3,781$478.0K0.01%+16+0.4%Added
Parallax Volatility Advisers, L.P.3,835$485.0K0.01%+2,223+137.9%Added
Independent Solutions Wealth Management, LLC3,836$485.2K0.12%+534+16.2%Added
Gilman Hill Asset Management, LLC3,912$495.0K0.13%00.0%Unchanged
Citizens Business Bank3,956$500.0K0.07%+210+5.6%Added
Old Port Advisors3,920$501.0K0.18%−175−4.3%Reduced
Redhawk Wealth Advisors, Inc.3,984$504.0K0.14%+756+23.4%Added
Atwood & Palmer Inc4,000$506.0K0.05%00.0%Unchanged
Salem Investment Counselors Inc4,040$511.0K0.03%00.0%Unchanged
Gsa Capital Partners LLP4,047$512.0K0.05%+2,262+126.7%Added
American Portfolios Advisors4,053$512.7K0.02%+63+1.6%Added
Livforsakringsbolaget Skandia, Omsesidigt4,064$514.0K0.03%−1,100−21.3%Reduced
Transcend Wealth Collective, LLC3,918$515.0K0.05%+969+32.9%Added
BDO Wealth Advisors, LLC4,118$521.0K0.06%+314+8.3%Added
Harbour Investments, Inc.4,132$523.0K0.02%−145−3.4%Reduced
Zions Bancorporation, N.A.4,159$526.0K0.05%+221+5.6%Added
Founders Financial Securities LLC4,182$529.0K0.11%+740+21.5%Added
Whittier Trust Co of Nevada Inc4,185$530.0K0.02%00.0%Unchanged
Independent Financial Group, LLC4,218$533.6K0.05%+100+2.4%Added
Obermeyer Wood Investment Counsel, LLLP4,252$538.0K0.03%00.0%Unchanged
Vontobel Holding Ltd.4,303$545.0K0.00%+361+9.2%Added
Schnieders Capital Management LLC4,322$547.0K0.15%+188+4.5%Added
Parallel Advisors, LLC4,325$547.0K0.02%+316+7.9%Added
Premier Asset Management LLC4,365$552.0K0.08%+1,206+38.2%Added
Alpha Cubed Investments, LLC4,374$553.0K0.04%−4,960−53.1%Reduced
Cohen Capital Management, Inc.4,400$557.0K0.10%00.0%Unchanged
Veriti Management LLC4,434$561.0K0.08%+224+5.3%Added
Ameritas Investment Partners, Inc.4,448$562.0K0.02%−138−3.0%Reduced
Exchange Traded Concepts, LLC4,449$563.0K0.01%−15,022−77.2%Reduced
Los Angeles Capital Management LLC4,455$564.0K0.00%−6,500−59.3%Reduced
Titus Wealth Management4,455$564.0K0.30%00.0%Unchanged
Eagle Asset Management Inc4,525$572.0K0.00%−1,291−22.2%Reduced
Farmers & Merchants Trust Co of Long Beach4,556$576.0K0.15%−4,800−51.3%Reduced
Fulcrum Asset Management LLP–$582.0K0.29%––
Capula Management Ltd4,729$598.0K0.05%+4,729New
Stephens Inc4,781$605.0K0.01%−830−14.8%Reduced
Bank of Hawaii4,781$605.0K0.03%−420−8.1%Reduced
Mirova4,783$605.0K0.08%+424+9.7%Added
Cohen Klingenstein LLC4,800$607.0K0.03%+4,800New
Vident Investment Advisory, LLC4,820$610.0K0.02%−807−14.3%Reduced
Hutchinson Capital Management4,902$620.0K0.15%00.0%Unchanged
XTX Topco Ltd4,900$620.0K0.21%+2,869+141.3%Added
Gibraltar Capital Management, Inc.4,965$628.0K0.32%−39−0.8%Reduced
Ninepoint Partners LP4,976$629.0K0.23%00.0%Unchanged
Ceredex Value Advisors LLC0$631.0K0.01%−381,650−100.0%Reduced
Chicago Trust Co NA5,104$646.0K0.14%00.0%Unchanged
Raymond James Trust N.A.5,106$646.0K0.02%+201+4.1%Added
Dynamic Technology Lab Private Ltd5,145$651.0K0.08%−1,251−19.6%Reduced
Cetera Advisors LLC5,160$653.0K0.01%+325+6.7%Added
Golden State Equity Partners5,233$662.0K0.27%+5,233New
CAPROCK Group, Inc.5,214$665.0K0.06%−1,067−17.0%Reduced
Mechanics Bank Trust Department5,250$665.0K0.11%−350−6.3%Reduced
Stratos Wealth Partners, LTD.5,352$677.0K0.02%+187+3.6%Added
West Paces Advisors Inc.5,364$678.5K0.24%−34−0.6%Reduced
Smith, Moore & Co.5,393$682.0K0.10%+215+4.2%Added
YorkBridge Wealth Partners, LLC5,448$689.0K0.17%+1,317+31.9%Added
Dynamic Advisor Solutions LLC5,465$691.0K0.05%+2,033+59.2%Added
IndexIQ Advisors LLC5,469$692.0K0.02%+472+9.4%Added
Avantax Advisory Services, Inc.5,654$717.0K0.01%+489+9.5%Added
Opus Investment Management Inc5,700$721.0K0.11%+5,700New
TD Private Client Wealth LLC5,721$723.7K0.03%+24+0.4%Added
Allstate Corp5,803$734.0K0.03%00.0%Unchanged
Harbor Investment Advisory, LLC5,914$748.0K0.10%+228+4.0%Added
Orion Portfolio Solutions, LLC5,938$751.0K0.03%−2,349−28.3%Reduced
Wetherby Asset Management Inc5,956$753.0K0.05%−344−5.5%Reduced
Horizon Investments, LLC6,086$770.0K0.02%−2,244−26.9%Reduced
Kornitzer Capital Management Inc6,100$772.0K0.01%00.0%Unchanged
First Mercantile Trust Co6,189$783.0K0.10%+687+12.5%Added
Change Path, LLC6,250$791.0K0.05%+45+0.7%Added
Whittier Trust Co6,443$815.0K0.01%00.0%Unchanged
Foresight Wealth Management, LLC6,461$817.0K0.36%−132−2.0%Reduced