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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, Q2 2022

Institutional positions in Sempra as of Jun 30, 2022. 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
958
+23 vs. Q1 2022
Shares held
273.4M
−3.61M (−1.3%) vs. Q1 2022
Total value
$41.0B
−$5.42B (−11.7%) vs. Q1 2022
New holders
105
352 more added
Sold out
82
302 more reduced

19 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 958 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 heldQ2 2022: $41.0B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q1 2022.

Institutions holding SRE in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
DuPont Capital Management Corp1,065$160.0K0.01%−5,238−83.1%Reduced
TCI Wealth Advisors, Inc.1,068$160.0K0.02%+15+1.4%Added
Belpointe Asset Management LLC1,134$170.0K0.01%−42−3.6%Reduced
Tompkins Financial Corp1,133$170.0K0.03%00.0%Unchanged
Baystate Wealth Management LLC1,146$172.0K0.02%+1,008+730.4%Added
Front Row Advisors LLC1,148$173.0K0.09%00.0%Unchanged
Financial Management Professionals, Inc.1,154$173.0K0.04%+155+15.5%Added
Heritage Wealth Advisors1,166$175.0K0.01%00.0%Unchanged
Global Retirement Partners, LLC1,163$175.0K0.01%+105+9.9%Added
Global Financial Private Client, LLC1,189$182.6K0.10%+1,189New
AdvisorNet Financial, Inc1,237$186.0K0.02%+234+23.3%Added
Deseret Mutual Benefit Administrators1,292$194.0K0.04%00.0%Unchanged
First Interstate Bank1,339$201.0K0.02%+1,339New
Kore Private Wealth LLC1,342$202.0K0.03%−534−28.5%Reduced
Fortress Wealth Management, Inc.1,345$202.0K0.19%−231−14.7%Reduced
Vaughan David Investments LLC1,346$202.0K0.01%00.0%Unchanged
Montag A & Associates Inc1,350$203.0K0.01%00.0%Unchanged
RFG Advisory, LLC1,279$204.0K0.01%+1,279New
Destination Wealth Management1,367$205.0K0.01%+1,367New
Gateway Investment Advisers LLC1,378$207.0K0.00%00.0%Unchanged
Advisors Capital Management, LLC1,393$209.0K0.01%−53−3.7%Reduced
Pitcairn Co1,394$209.0K0.02%+25+1.8%Added
Oak Thistle LLC1,394$209.0K0.40%+1,394New
RWM Asset Management, LLC1,392$209.0K0.05%+1,392New
Prudent Investors Network1,407$211.0K0.11%00.0%Unchanged
Evercore Wealth Management, LLC1,406$211.0K0.00%00.0%Unchanged
West Branch Capital LLC1,404$211.0K0.12%00.0%Unchanged
Beaumont Financial Partners, LLC1,428$215.0K0.02%00.0%Unchanged
Bokf, NA1,428$215.0K0.00%+14+1.0%Added
Exane Derivatives1,431$215.0K0.12%−3,661−71.9%Reduced
Howland Capital Management LLC1,440$216.0K0.01%00.0%Unchanged
Kovack Advisors, Inc.1,436$216.0K0.03%+1+0.1%Added
Mendel Money Management1,451$218.0K0.13%−965−39.9%Reduced
EverSource Wealth Advisors, LLC1,460$219.0K0.06%−135−8.5%Reduced
Telemus Capital, LLC1,463$220.0K0.02%+60+4.3%Added
Monument Capital Management1,466$220.0K0.08%+159+12.2%Added
Cedrus LLC1,468$220.7K0.22%+1,468New
Prelude Capital Management, LLC1,468$221.0K0.01%+1,468New
Fermata Advisors, LLC1,480$222.0K0.08%+1,480New
Marcum Wealth, LLC1,486$223.0K0.03%−610−29.1%Reduced
GYL Financial Synergies, LLC1,485$223.0K0.06%−543−26.8%Reduced
Clear Creek Financial Management, LLC1,483$223.0K0.05%+1,483New
SOL Capital Management CO1,491$224.0K0.05%−28−1.8%Reduced
Aevitas Wealth Management, Inc.1,491$224.0K0.15%+3+0.2%Added
AMG National Trust Bank1,354$224.0K0.01%00.0%Unchanged
Jarislowsky, Fraser Ltd1,500$225.0K0.00%00.0%Unchanged
Amussen Hunsaker Associates LLC1,500$225.0K0.06%00.0%Unchanged
Wellington Shields & Co., LLC1,500$225.0K0.05%00.0%Unchanged
First American Trust, FSB1,503$226.0K0.04%00.0%Unchanged
Chelsea Counsel Co1,503$226.0K0.12%00.0%Unchanged
MEMBERS Trust Co1,506$226.0K0.01%00.0%Unchanged
Stanley-Laman Group, Ltd.1,505$226.0K0.04%+1,505New
SimpliFi, Inc.1,514$227.0K0.11%+10+0.7%Added
Welch & Forbes LLC1,513$228.0K0.00%−50−3.2%Reduced
Ford Financial Group, LLC1,523$228.0K0.09%00.0%Unchanged
KWB Wealth1,535$231.0K0.04%00.0%Unchanged
Jacobs & Co1,553$233.0K0.03%00.0%Unchanged
Hodges Capital Management Inc.1,550$233.0K0.02%00.0%Unchanged
ICA Group Wealth Management, LLC1,370$233.0K0.04%+21+1.6%Added
KC Investment Advisors, LLC1,559$234.0K0.20%00.0%Unchanged
Burleson & Company, LLC1,565$235.0K0.05%00.0%Unchanged
Cypress Wealth Services, LLC1,573$236.0K0.08%−1,169−42.6%Reduced
Premier Asset Management LLC1,421$236.0K0.19%−1,009−41.5%Reduced
Wedmont Private Capital1,569$236.0K0.05%+175+12.6%Added
Lido Advisors, LLC1,580$237.0K0.01%+44+2.9%Added
Centennial Wealth Advisory LLC1,576$237.0K0.13%+334+26.9%Added
PFG Private Wealth Management, LLC1,579$237.0K0.13%+1,579New
Childress Capital Advisors, LLC1,583$238.0K0.09%+23+1.5%Added
D. E. Shaw & Co., Inc.1,595$240.0K0.00%+1,595New
Caldwell Trust Co1,606$241.3K0.03%00.0%Unchanged
Rossmore Private Capital1,608$242.0K0.04%+1,608New
1st Source Bank1,621$243.0K0.02%−19−1.2%Reduced
Ballentine Partners, LLC1,612$243.0K0.01%00.0%Unchanged
Patten & Patten Inc1,638$246.0K0.02%00.0%Unchanged
Stonnington Group, LLC1,675$247.0K0.07%00.0%Unchanged
Atwood & Palmer Inc1,650$248.0K0.02%00.0%Unchanged
Lombard Odier Asset Management (Switzerland) SA1,661$250.0K0.02%+1,661New
Freestone Capital Holdings, LLC1,672$251.0K0.01%−3,056−64.6%Reduced
FC Advisory LLC1,674$251.0K0.12%+11+0.7%Added
Magnus Financial Group LLC1,679$252.0K0.05%+11+0.7%Added
TriaGen Wealth Management LLC1,687$254.0K0.18%00.0%Unchanged
Financial Counselors Inc1,698$255.0K0.01%−184−9.8%Reduced
Wesbanco Bank Inc1,699$255.0K0.01%00.0%Unchanged
Jacobi Capital Management LLC1,698$255.0K0.03%+40+2.4%Added
Spire Wealth Management1,698$255.0K0.01%+955+128.5%Added
Carnegie Capital Asset Management, LLC1,708$257.0K0.01%+400+30.6%Added
Krane Funds Advisors LLC1,726$259.0K0.01%−866−33.4%Reduced
WealthTrust Axiom LLC1,726$259.0K0.09%00.0%Unchanged
Brighton Jones LLC1,723$259.0K0.01%+41+2.4%Added
Graypoint LLC1,731$260.0K0.03%+189+12.3%Added
Gsa Capital Partners LLP1,758$264.0K0.04%+1,758New
Brookstone Capital Management1,800$265.0K0.01%−190−9.5%Reduced
Telos Capital Management, Inc.1,765$265.0K0.04%+385+27.9%Added
Octavia Wealth Advisors, LLC1,790$269.0K0.07%−175−8.9%Reduced
Savant Capital, LLC1,802$271.0K0.01%+136+8.2%Added
Presidio Capital Management, LLC1,810$272.0K0.29%00.0%Unchanged
Summit X, LLC1,797$276.0K0.08%+27+1.5%Added
We Are One Seven, LLC1,842$277.0K0.04%−553−23.1%Reduced
WFA of San Diego, LLC1,850$278.0K0.24%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S1,851$278.0K0.01%+1,851New