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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, Q4 2022

Institutional positions in Sempra as of Dec 31, 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
1,006
+71 vs. Q3 2022
Shares held
271.3M
−348.5K (−0.1%) vs. Q3 2022
Total value
$41.9B
+$1.14B (+2.8%) vs. Q3 2022
New holders
140
391 more added
Sold out
69
302 more reduced

27 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 1,006 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 heldQ4 2022: $41.9B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q3 2022.

Institutions holding SRE in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.26$00.00%+26New
Tfo-TDC, LLC3$2660.00%+3New
TCTC Holdings, LLC2$3090.00%00.0%Unchanged
Addison Advisors LLC4$6180.00%00.0%Unchanged
Worth Asset Management, LLC4$6180.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc4$6180.00%+4New
True Wealth Design, LLC4$6180.00%+4New
Financial Synergies Wealth Advisors, Inc.4$6190.00%00.0%Unchanged
First Financial Corp5$7720.00%00.0%Unchanged
Lee Financial Co5$7730.00%−31−86.1%Reduced
Cranbrook Wealth Management, LLC5$7730.00%00.0%Unchanged
Eagle Bay Advisors LLC6$9270.00%00.0%Unchanged
Capital Advisors, Ltd. LLC186$1.00K0.00%+161+644.0%Added
Avion Wealth10$1.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC7$1.08K0.00%−259−97.4%Reduced
WestEnd Advisors, LLC7$1.08K0.00%+2+40.0%Added
Column Capital Advisors, LLC8$1.24K0.00%+8New
TFC Financial Management11$1.70K0.00%00.0%Unchanged
Paragon Wealth Strategies, LLC11$1.70K0.00%+11New
Jones Financial Companies LLLP14$2.00K0.00%−49−77.8%Reduced
Norway Savings Bank14$2.16K0.00%+14New
Carolinas Wealth Consulting LLC14$2.18K0.00%00.0%Unchanged
My Personal CFO, LLC15$2.32K0.00%+15New
Disciplined Investments, LLC17$2.63K0.00%−604−97.3%Reduced
Horan Securities, Inc.17$2.63K0.00%00.0%Unchanged
SJS Investment Consulting Inc.17$2.63K0.00%−3−15.0%Reduced
Creative Financial Designs Inc19$2.94K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC20$3.09K0.00%+20New
BerganKDV Wealth Management, LLC21$3.31K0.00%−105−83.3%Reduced
Highline Wealth Partners LLC22$3.40K0.00%00.0%Unchanged
Truvestments Capital LLC23$3.55K0.00%+23New
Global Wealth Strategies & Associates25$3.86K0.00%+25New
Vigilant Capital Management, LLC28$4.00K0.00%00.0%Unchanged
KB Financial Partners, LLC29$4.00K0.00%00.0%Unchanged
WR Wealth Planners, LLC26$4.02K0.00%00.0%Unchanged
Red Tortoise LLC26$4.02K0.00%+26New
Johnson Financial Group, Inc.27$4.20K0.00%−14−34.1%Reduced
Sugarloaf Wealth Management, LLC28$4.33K0.00%00.0%Unchanged
Edge Capital Group, LLC29$4.48K0.00%−63−68.5%Reduced
Crewe Advisors LLC30$4.64K0.00%−102−77.3%Reduced
Estabrook Capital Management32$4.95K0.00%00.0%Unchanged
American National Bank34$5.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC33$5.10K0.00%+18+120.0%Added
Concord Wealth Partners34$5.25K0.00%+34New
Rise Advisors, LLC38$5.82K0.00%+1+2.7%Added
HighMark Wealth Management LLC38$5.87K0.00%00.0%Unchanged
JNBA Financial Advisors39$6.03K0.00%00.0%Unchanged
Schubert & Co41$6.34K0.01%−9−18.0%Reduced
Aua Capital Management, LLC43$6.64K0.00%00.0%Unchanged
Dividend Assets Capital, LLC48$7.00K0.00%00.0%Unchanged
Sofos Investments, Inc.155$7.13K0.08%−2,395−93.9%Reduced
Abound Wealth Management47$7.28K0.00%+33+235.7%Added
RWM Asset Management, LLC49$7.57K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.50$8.00K0.01%00.0%Unchanged
Trust Co56$9.00K0.00%+56New
GoalVest Advisory LLC60$9.27K0.01%00.0%Unchanged
Laffer Tengler Investments64$9.89K0.00%+64New
State of Wyoming64$9.89K0.00%−11−14.7%Reduced
Thomas J. Herzfeld Advisors, Inc.64$9.89K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC69$11.0K0.00%−18−20.7%Reduced
Manchester Capital Management LLC74$11.4K0.00%+50+208.3%Added
Duncker Streett & Co Inc75$11.6K0.00%00.0%Unchanged
Raffa Wealth Management, LLC76$11.7K0.00%00.0%Unchanged
First Personal Financial Services76$11.7K0.00%00.0%Unchanged
Madden Securities Corp76$11.7K0.01%+76New
CarsonAllaria Wealth Management, Ltd.76$12.0K0.01%00.0%Unchanged
Versant Capital Management, Inc80$12.4K0.00%00.0%Unchanged
Key Financial Inc84$12.6K0.01%00.0%Unchanged
Cary Street Partners Asset Management LLC83$12.8K0.00%00.0%Unchanged
Wolff Wiese Magana LLC83$12.8K0.01%+3+3.8%Added
Cribstone Capital Management, LLC84$13.0K0.01%+84New
Ancora Advisors, LLC84$13.0K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC85$13.1K0.00%+3+3.7%Added
Seldon Capital LP86$13.3K0.01%00.0%Unchanged
Bell Investment Advisors, Inc89$13.8K0.00%−7−7.3%Reduced
CNB Bank91$14.1K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC94$14.6K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC96$14.8K0.00%+4+4.3%Added
Bartlett & Co. LLC94$15.0K0.00%00.0%Unchanged
Comerica Securities,inc.100$15.6K0.00%+100New
New England Capital Financial Advisors LLC99$15.7K0.01%+99New
Hanson & Doremus Investment Management101$16.0K0.00%00.0%Unchanged
Global Financial Private Client, LLC108$16.7K0.01%−1,800−94.3%Reduced
United Community Bank110$17.0K0.02%00.0%Unchanged
TSFG, LLC115$18.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC122$18.9K0.00%00.0%Unchanged
Logan Capital Management Inc125$19.3K0.00%00.0%Unchanged
Bogart Wealth, LLC125$19.3K0.00%+5+4.2%Added
Earnest Partners LLC127$19.6K0.00%00.0%Unchanged
Farther Finance Advisors, LLC129$19.9K0.01%+129New
Money Concepts Capital Corp131$20.2K0.00%+50+61.7%Added
Sutton Wealth Advisors Inc.138$21.3K0.01%00.0%Unchanged
Washington Trust Co140$21.6K0.00%−250−64.1%Reduced
Accurate Wealth Management, LLC138$21.7K0.01%+138New
Harvest Fund Management Co., Ltd147$23.0K0.01%00.0%Unchanged
AXS Investments LLC151$23.3K0.01%+151New
Silvant Capital Management LLC152$23.7K0.00%00.0%Unchanged
Hollencrest Capital Management155$24.0K0.00%+155New
Spire Wealth Management171$26.0K0.00%00.0%Unchanged
Cambridge Trust Co167$26.0K0.00%00.0%Unchanged