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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
Wedbush Securities Inc6,461$817.0K0.04%+11+0.2%Added
Jones Road Capital Management, L.P.6,500$822.0K0.56%00.0%Unchanged
Martingale Asset Management L P6,505$823.0K0.01%+6,505New
Baker Tilly Wealth Management, LLC6,523$825.0K0.11%+1,915+41.6%Added
Hennion & Walsh Asset Management, Inc.6,580$832.0K0.04%+1,597+32.0%Added
Magnetar Financial LLC6,635$839.0K0.01%+6,635New
Lester Murray Antman dba SimplyRich6,689$846.0K0.31%+96+1.5%Added
Vivid Financial Management, Inc.6,885$871.0K0.36%+1,000+17.0%Added
Snowden Capital Advisors LLC7,021$888.2K0.04%+285+4.2%Added
Skandinaviska Enskilda Banken AB (publ)7,070$894.0K0.00%00.0%Unchanged
Oak Grove Capital LLC7,100$898.0K0.20%+300+4.4%Added
American National Registered Investment Advisor, Inc.7,231$915.0K0.33%−14−0.2%Reduced
Midwest Wealth Management Inc.7,267$919.0K0.63%+416+6.1%Added
Cassia Capital Partners, LLC7,267$919.0K0.63%+7,267New
First Midwest Bank Trust Division7,298$924.0K0.13%−1,153−13.6%Reduced
Veritable, L.P.7,326$927.0K0.01%−93−1.3%Reduced
Cooper Financial Group7,347$929.0K0.19%+1,001+15.8%Added
Umb Bank N A7,355$931.0K0.02%+34+0.5%Added
Hoylecohen, LLC7,394$935.0K0.09%00.0%Unchanged
Mirabella Financial Services LLP7,434$941.0K0.12%+5,521+288.6%Added
Hotaling Investment Management, LLC7,570$958.0K0.40%+21+0.3%Added
Strategic Investment Advisors7,603$962.0K0.21%+7,603New
Twin Capital Management Inc7,623$964.0K0.10%+80+1.1%Added
Mutual Advisors, LLC7,709$975.0K0.06%+494+6.8%Added
Banco Bilbao Vizcaya Argentaria, S.A.7,827$990.0K0.02%+154+2.0%Added
Tiedemann Advisors, LLC7,830$999.0K0.05%−12−0.2%Reduced
Advisor Partners LLC7,976$1.01M0.07%−1,188−13.0%Reduced
Defined Wealth Management, LLC7,979$1.01M0.89%+45+0.6%Added
Cetera Investment Advisers8,119$1.03M0.02%+13+0.2%Added
Kentucky Retirement Systems Insurance Trust Fund8,166$1.03M0.11%−34−0.4%Reduced
World Asset Management Inc8,203$1.04M0.10%−395−4.6%Reduced
Perigon Wealth Management, LLC8,265$1.04M0.09%+41+0.5%Added
Jeppson Wealth Management, LLC8,407$1.06M0.55%00.0%Unchanged
FIL Ltd8,431$1.07M0.00%+3,980+89.4%Added
Maverick Capital LtdSuperinvestorMaverick Capital8,469$1.07M0.01%+8,469New
Fred Alger Management, LLC8,524$1.08M0.00%+434+5.4%Added
Tower Research Capital LLC (TRC)8,601$1.09M0.03%+681+8.6%Added
Clifford Swan Investment Counsel LLC8,480$1.09M0.04%+200+2.4%Added
Cullen Capital Management LLC8,642$1.09M0.01%+1,449+20.1%Added
CSM Advisors, LLC8,679$1.10M0.08%00.0%Unchanged
Brasada Capital Management, LP8,739$1.10M0.22%+386+4.6%Added
Gradient Investments LLC8,816$1.11M0.03%−9−0.1%Reduced
Sumitomo Life Insurance Co8,887$1.12M0.03%−375−4.0%Reduced
Pearl River Capital, LLC8,896$1.13M0.31%+8,896New
IBM Retirement Fund8,914$1.13M0.09%+24+0.3%Added
Texas Yale Capital Corp.8,983$1.14M0.06%00.0%Unchanged
Wealthfront Advisers LLC9,083$1.15M0.01%+1,282+16.4%Added
Meiji Yasuda Asset Management Co Ltd.9,128$1.16M0.08%−801−8.1%Reduced
Mitchell & Pahl Private Wealth, LLC9,318$1.18M0.85%+101+1.1%Added
Two Sigma Investments, LP9,665$1.22M0.00%−19,952−67.4%Reduced
Sandy Spring Bank9,757$1.23M0.07%−100−1.0%Reduced
Private Advisor Group, LLC9,768$1.24M0.01%+3,694+60.8%Added
Cigna Investments Inc9,832$1.25M0.09%+33+0.3%Added
Town & Country Bank & Trust CO dba First Bankers Trust CO9,862$1.25M0.63%−825−7.7%Reduced
Presima Inc.9,900$1.25M0.22%+900+10.0%Added
MML Investors Services, LLC9,968$1.26M0.01%+1,373+16.0%Added
ELCO Management Co., LLC10,405$1.32M1.01%−100−1.0%Reduced
Community Bank, N.A.10,450$1.32M0.16%+3,239+44.9%Added
Private Asset Management Inc10,500$1.33M0.18%00.0%Unchanged
Captrust Financial Advisors10,412$1.33M0.01%+4,035+63.3%Added
Cambridge Investment Research Advisors, Inc.10,577$1.34M0.01%−4,804−31.2%Reduced
Seeyond10,740$1.36M0.13%−3,900−26.6%Reduced
Compagnie Lombard Odier SCmA10,766$1.36M0.03%−480−4.3%Reduced
South Dakota Investment Council10,914$1.38M0.02%00.0%Unchanged
Spotlight Asset Group, Inc.11,018$1.39M0.70%+25+0.2%Added
Rafferty Asset Management, LLC11,197$1.42M0.01%+4,215+60.4%Added
Regentatlantic Capital LLC11,242$1.42M0.04%−1,231−9.9%Reduced
Nomura Holdings Inc11,342$1.42M0.01%−60,196−84.1%Reduced
Legacy Wealth Management, LLC11,547$1.46M0.78%+390+3.5%Added
M&T Bank Corp11,609$1.47M0.01%−45−0.4%Reduced
Petix & Botte Co11,916$1.51M0.51%+5,958+100.0%Added
Pensionfund DSM Netherlands12,000$1.52M0.19%+12,000New
Bridgewater Associates, LP12,154$1.54M0.01%+646+5.6%Added
Greenline Partners, LLC12,234$1.55M0.32%+1,412+13.0%Added
First Hawaiian Bank12,491$1.58M0.06%−35−0.3%Reduced
Northwestern Mutual Wealth Management Co12,681$1.60M0.00%+1,744+15.9%Added
Venturi Wealth Management, LLC12,833$1.62M0.14%−1,041−7.5%Reduced
Atria Investments LLC12,882$1.63M0.03%+1,312+11.3%Added
Kestra Advisory Services, LLC13,051$1.65M0.02%+2,273+21.1%Added
NorthCoast Asset Management LLC13,423$1.70M0.06%+13,423New
Profund Advisors LLC13,516$1.71M0.06%−79−0.6%Reduced
E. Ohman J:or Asset Management AB13,600$1.72M0.05%−900−6.2%Reduced
Central Trust Co13,932$1.76M0.06%−843−5.7%Reduced
Capital Fund Management S.A.14,090$1.78M0.05%+14,090New
B. Riley Wealth Management, Inc.14,297$1.81M0.14%+291+2.1%Added
Citizens Financial Group Inc14,352$1.82M0.07%+14,352New
Colonial Trust Advisors14,431$1.83M0.23%−529−3.5%Reduced
Ar Asset Management Inc14,500$1.83M0.51%+4,500+45.0%Added
Vestmark Advisory Solutions, Inc.14,848$1.88M0.13%+996+7.2%Added
Everence Capital Management Inc15,043$1.90M0.16%+6,060+67.5%Added
Smith, Graham & Co., Investment Advisors, LP15,203$1.92M0.19%−1,663−9.9%Reduced
Capstone Investment Advisors, LLC15,233$1.93M0.03%+15,233New
D.A. Davidson & Co.15,547$1.97M0.02%+327+2.1%Added
Laurel Wealth Advisors, Inc.15,615$1.98M0.36%−1,158−6.9%Reduced
MD Financial Management Inc.15,736$1.99M0.05%−643−3.9%Reduced
B. Metzler seel. Sohn & Co. Holding AG15,785$2.00M0.03%−101−0.6%Reduced
Fiduciary Trust Co15,828$2.00M0.04%−687−4.2%Reduced
Northwestern Mutual Investment Management Company, LLC15,827$2.00M0.04%+1,518+10.6%Added
Ossiam15,867$2.01M0.06%+10,133+176.7%Added
Vestcor Inc15,893$2.01M0.07%−646−3.9%Reduced