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Livermore
Livermore
ZHEN

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 2022

Institutional positions in Sempra as of Sep 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
962
+17 vs. Q2 2022
Shares held
273.0M
−373.7K (−0.1%) vs. Q2 2022
Total value
$41.0B
−$64.8M (−0.2%) vs. Q2 2022
New holders
93
402 more added
Sold out
76
270 more reduced

13 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 962 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 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, Q3 2022

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q2 2022.

Institutions holding SRE in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Atwood & Palmer Inc1,650$247.0K0.02%00.0%Unchanged
Tortoise Investment Management, LLC1,625$244.0K0.05%+1,625New
1st Source Bank1,621$243.0K0.02%00.0%Unchanged
PFG Private Wealth Management, LLC1,620$243.0K0.16%+41+2.6%Added
Liberty Wealth Management LLC1,620$243.0K0.06%+1,620New
Regatta Capital Group, LLC1,615$243.0K0.10%+1,615New
Confluence Wealth Services, Inc.1,620$242.0K0.10%−1,000−38.2%Reduced
Rossmore Private Capital1,608$241.0K0.04%00.0%Unchanged
MGO Private Wealth, LLC1,600$240.0K0.11%+1,600New
Burleson & Company, LLC1,565$235.0K0.05%00.0%Unchanged
KC Investment Advisors, LLC1,570$235.0K0.21%+11+0.7%Added
Jacobi Capital Management LLC1,559$234.0K0.03%−139−8.2%Reduced
First Interstate Bank1,556$234.0K0.02%+217+16.2%Added
Jacobs & Co1,553$232.0K0.03%00.0%Unchanged
Hodges Capital Management Inc.1,550$232.0K0.04%00.0%Unchanged
New England Research & Management, Inc.1,550$232.0K0.15%+1,550New
Cypress Wealth Services, LLC1,573$231.0K0.08%00.0%Unchanged
KWB Wealth1,535$230.0K0.05%00.0%Unchanged
SimpliFi, Inc.1,525$229.0K0.12%+11+0.7%Added
Advisors Capital Management, LLC1,468$228.0K0.01%+75+5.4%Added
Kepos Capital LP1,513$227.0K0.03%−842−35.8%Reduced
Stanley-Laman Group, Ltd.1,505$226.0K0.04%00.0%Unchanged
MEMBERS Trust Co1,506$226.0K0.01%00.0%Unchanged
Cutler Group LP1,511$226.0K0.03%+729+93.2%Added
Chelsea Counsel Co1,503$225.0K0.14%00.0%Unchanged
Amussen Hunsaker Associates LLC1,500$225.0K0.06%00.0%Unchanged
Wellington Shields & Co., LLC1,500$225.0K0.10%00.0%Unchanged
Intelligence Driven Advisers, LLC1,514$225.0K0.05%+1,514New
ASB Consultores, LLC1,499$225.0K0.11%+1,499New
SOL Capital Management CO1,491$224.0K0.05%00.0%Unchanged
Aevitas Wealth Management, Inc.1,496$224.0K0.17%+5+0.3%Added
GYL Financial Synergies, LLC1,485$223.0K0.06%00.0%Unchanged
Alpha Paradigm Partners, LLC1,487$223.0K0.10%+857+136.0%Added
Telemus Capital, LLC1,465$220.0K0.02%+2+0.1%Added
Delphia (USA) Inc.1,451$218.0K0.25%−937−39.2%Reduced
Centennial Wealth Advisory LLC1,456$218.0K0.13%−120−7.6%Reduced
Howland Capital Management LLC1,440$218.0K0.01%00.0%Unchanged
Bokf, NA1,443$217.0K0.00%+15+1.1%Added
Balasa Dinverno & Foltz LLC1,447$217.0K0.01%+1,447New
Cable Hill Partners, LLC1,436$215.0K0.04%+1,436New
Corton Capital Inc.1,425$214.0K0.26%−477−25.1%Reduced
Beaumont Financial Partners, LLC1,428$214.0K0.02%00.0%Unchanged
ICA Group Wealth Management, LLC1,421$213.0K0.05%+51+3.7%Added
Evercore Wealth Management, LLC1,406$211.0K0.00%00.0%Unchanged
West Branch Capital LLC1,404$211.0K0.13%00.0%Unchanged
Prudent Investors Network1,407$211.0K0.11%00.0%Unchanged
Howard Wealth Management, LLC1,400$209.0K0.15%+1,400New
Patten & Patten Inc1,388$208.0K0.02%−250−15.3%Reduced
Pitcairn Co1,384$208.0K0.02%−10−0.7%Reduced
Camden Capital, LLC1,388$208.0K0.05%+1,388New
Telos Capital Management, Inc.1,380$207.0K0.03%−385−21.8%Reduced
Childress Capital Advisors, LLC1,373$206.0K0.08%−210−13.3%Reduced
FC Advisory LLC1,366$205.0K0.10%−308−18.4%Reduced
Phillips Financial Management, LLC1,364$205.0K0.02%+1,364New
Tobam1,366$205.0K0.01%+1,366New
James J. Burns & Company, LLC1,364$205.0K0.09%+1,364New
Montag A & Associates Inc1,350$204.0K0.01%00.0%Unchanged
Pinnacle Associates Ltd1,360$204.0K0.00%+1,360New
Marcum Wealth, LLC1,355$203.0K0.03%−131−8.8%Reduced
Destination Wealth Management1,351$203.0K0.01%−16−1.2%Reduced
Stewart & Patten Co LLC1,356$203.0K0.04%+1,356New
EverSource Wealth Advisors, LLC1,341$202.0K0.05%−119−8.2%Reduced
Vaughan David Investments LLC1,346$202.0K0.01%00.0%Unchanged
Fortress Wealth Management, Inc.1,349$202.0K0.21%+4+0.3%Added
Patten Group, Inc.1,369$201.0K0.07%+1,369New
Financial Management Professionals, Inc.1,270$190.0K0.04%+116+10.1%Added
AdvisorNet Financial, Inc1,239$186.0K0.02%+2+0.2%Added
Global Retirement Partners, LLC1,210$183.0K0.01%+47+4.0%Added
Tompkins Financial Corp1,187$178.0K0.03%+54+4.8%Added
Clearstead Advisors, LLC1,165$175.0K0.02%+1,042+847.2%Added
Heritage Wealth Advisors1,166$174.8K0.01%00.0%Unchanged
Front Row Advisors LLC1,148$173.0K0.09%00.0%Unchanged
Baystate Wealth Management LLC1,147$172.0K0.02%+1+0.1%Added
IFP Advisors, Inc2,363$172.0K0.01%+452+23.7%Added
New Millennium Group LLC1,132$169.0K0.19%+499+78.8%Added
HM Payson & Co1,072$161.0K0.00%+57+5.6%Added
TCI Wealth Advisors, Inc.1,068$160.0K0.03%00.0%Unchanged
Rocky Mountain Advisers, LLC1,040$156.0K0.20%00.0%Unchanged
Private Trust Co NA1,030$154.0K0.03%−1,506−59.4%Reduced
Deseret Mutual Benefit Administrators1,016$152.0K0.04%−276−21.4%Reduced
McIlrath & Eck, LLC1,015$152.0K0.04%+4+0.4%Added
Washington Trust Advisors, Inc.952$143.0K0.01%00.0%Unchanged
Thompson Siegel & Walmsley LLC925$139.0K0.00%00.0%Unchanged
Alta Advisers Ltd900$135.0K0.09%+900New
Adirondack Trust Co885$133.0K0.07%+25+2.9%Added
Lindbrook Capital, LLC867$130.0K0.02%+242+38.7%Added
American Research & Management Co.854$128.0K0.04%00.0%Unchanged
Pacific Center for Financial Services839$126.0K0.05%00.0%Unchanged
Foster Dykema Cabot & Co Inc818$123.0K0.02%00.0%Unchanged
Sound Income Strategies, LLC813$122.0K0.02%+9+1.1%Added
FourThought Financial, LLC805$121.0K0.02%00.0%Unchanged
Cowen Prime Advisors LLC800$120.0K0.07%00.0%Unchanged
First Horizon Advisors, Inc.804$119.0K0.00%+678+538.1%Added
First Command Bank775$116.0K0.02%+12+1.6%Added
First Command Financial Services, Inc.775$116.0K0.02%+12+1.6%Added
Coastal Investment Advisors, Inc.777$116.0K0.03%+777New
Mine & Arao Wealth Creation & Management, LLC.751$113.0K0.08%+3+0.4%Added
CVA Family Office, LLC705$106.0K0.03%+15+2.2%Added
M&R Capital Management Inc700$104.0K0.03%00.0%Unchanged
Roble, Belko & Company, Inc691$104.0K0.03%00.0%Unchanged