Skip to main content

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
Old Second National Bank of Aurora176$27.2K0.01%+150+576.9%Added
Dark Forest Capital Management LP187$28.9K0.01%+159+567.9%Added
PrairieView Partners, LLC188$29.0K0.00%00.0%Unchanged
Covestor Ltd190$29.0K0.02%+4+2.2%Added
Essex Investment Management Co LLC195$30.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.200$30.0K0.00%00.0%Unchanged
Optimum Investment Advisors200$30.9K0.02%00.0%Unchanged
Monetary Management Group Inc200$30.9K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.200$30.9K0.01%00.0%Unchanged
Wolverine Asset Management LLC200$30.9K0.00%00.0%Unchanged
Antonetti Capital Management LLC201$31.1K0.04%00.0%Unchanged
Hexagon Capital Partners LLC213$32.9K0.01%−30−12.3%Reduced
Financial Connections Group, Inc.229$35.0K0.03%00.0%Unchanged
Leelyn Smith, LLC230$35.5K0.01%−30−11.5%Reduced
Clearview Wealth Advisors LLC231$35.7K0.03%00.0%Unchanged
Geneos Wealth Management Inc.231$35.7K0.00%+100+76.3%Added
Capital Analysts, LLC236$36.0K0.00%00.0%Unchanged
Core Alternative Capital234$36.2K0.00%−67−22.3%Reduced
Evermay Wealth Management LLC236$36.7K0.01%00.0%Unchanged
CoreCap Advisors, LLC244$37.7K0.00%+244New
GHP Investment Advisors, Inc.247$38.2K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc247$38.2K0.01%+247New
SOA Wealth Advisors, LLC.251$38.8K0.01%−7−2.7%Reduced
Cutler Group LP263$40.0K0.00%−1,248−82.6%Reduced
EWG Elevate Inc.260$40.1K0.02%+260New
MCF Advisors LLC279$43.1K0.00%−55−16.5%Reduced
New Hampshire Trust279$43.1K0.01%+279New
Sierra Capital LLC283$44.0K0.01%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC288$44.5K0.02%00.0%Unchanged
FinTrust Capital Advisors, LLC289$44.7K0.01%00.0%Unchanged
Bank of New Hampshire292$45.0K0.01%00.0%Unchanged
JJJ Advisors Inc.281$45.2K0.01%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC297$45.9K0.00%−5,996−95.3%Reduced
Horrell Capital Management, Inc.300$46.0K0.02%00.0%Unchanged
Cary Street Partner Investment Advisory LLC298$46.1K0.00%+298New
Grey Fox Wealth Advisors, LLC300$46.4K0.03%+300New
Coston, McIsaac & Partners314$48.0K0.02%+2+0.6%Added
Farmers & Merchants Investments Inc313$48.4K0.00%−290−48.1%Reduced
Clear Street Markets LLC318$49.0K0.01%+318New
Institutional & Family Asset Management, LLC328$50.7K0.01%+2+0.6%Added
Brown Brothers Harriman & Co330$51.0K0.00%−34−9.3%Reduced
Emfo, LLC330$51.0K0.05%00.0%Unchanged
Smithfield Trust Co344$53.0K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC350$54.1K0.03%−36−9.3%Reduced
Archer Investment Corp350$54.1K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC350$54.1K0.04%+350New
Ten Capital Wealth Advisors, LLC366$56.6K0.02%−25−6.4%Reduced
Leonteq Securities AG369$57.0K0.00%−206−35.8%Reduced
Parallax Volatility Advisers, L.P.385$59.5K0.00%−1,436−78.9%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP400$61.8K0.00%00.0%Unchanged
Highlander Capital Management, LLC400$62.0K0.03%00.0%Unchanged
Quent Capital, LLC417$64.4K0.01%+121+40.9%Added
Baker Avenue Asset Management, LP417$64.4K0.00%+417New
Riverview Trust Co420$65.0K0.06%+178+73.6%Added
Toth Financial Advisory Corp440$68.1K0.01%−141−24.3%Reduced
Prestige Wealth Management Group LLC453$70.1K0.02%+400+754.7%Added
Glassman Wealth Services459$70.9K0.01%+64+16.2%Added
Parkside Financial Bank & Trust460$71.1K0.02%+87+23.3%Added
Beacon Capital Management, LLC468$72.3K0.02%+18+4.0%Added
Grove Bank & Trust472$73.0K0.02%+472New
Western Pacific Wealth Management, LP490$75.7K0.06%+254+107.6%Added
DT Investment Partners, LLC500$77.3K0.01%00.0%Unchanged
Sargent Bickham Lagudis LLC500$77.3K0.01%00.0%Unchanged
Gleason Group, Inc.504$77.9K0.02%+5+1.0%Added
Bangor Savings Bank500$78.0K0.01%+14+2.9%Added
Orion Capital Management LLC506$78.2K0.06%00.0%Unchanged
NVWM, LLC514$80.0K0.03%00.0%Unchanged
Deseret Mutual Benefit Administrators527$81.4K0.03%−489−48.1%Reduced
Park Place Capital Corp530$82.0K0.02%+530New
Hallmark Capital Management Inc542$83.8K0.01%−17−3.0%Reduced
MV Capital Management, Inc.566$87.5K0.01%+23+4.2%Added
Livforsakringsbolaget Skandia, Omsesidigt564$87.7K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC575$88.9K0.02%−846−59.5%Reduced
Motco575$88.9K0.01%−37−6.0%Reduced
Benjamin Edwards Inc578$89.0K0.02%+51+9.7%Added
Romano Brothers and Company609$94.1K0.01%+609New
Kistler-Tiffany Companies, LLC625$96.6K0.02%+98+18.6%Added
Pin Oak Investment Advisors Inc637$98.0K0.12%00.0%Unchanged
Trust Co of Vermont665$102.8K0.01%00.0%Unchanged
Ellevest, Inc.681$105.2K0.01%+43+6.7%Added
Alpha Paradigm Partners, LLC686$106.0K0.04%−801−53.9%Reduced
Roble, Belko & Company, Inc691$107.0K0.02%00.0%Unchanged
DuPont Capital Management Corp706$109.1K0.01%−6,901−90.7%Reduced
Sumitomo Mitsui Financial Group, Inc.700$109.1K0.00%+700New
Ronald Blue Trust, Inc.745$111.0K0.00%+218+41.4%Added
Massmutual Trust Co FSB733$113.0K0.00%+79+12.1%Added
JDM Financial Group LLC735$113.6K0.11%+735New
Gyon Technologies Capital Management, LP746$115.3K0.04%+746New
Resurgent Financial Advisors LLC748$115.6K0.06%+748New
Loomis Sayles & Co L P752$116.0K0.00%+238+46.3%Added
Mine & Arao Wealth Creation & Management, LLC.751$116.0K0.09%00.0%Unchanged
First Command Bank763$118.0K0.01%−12−1.5%Reduced
First Command Financial Services, Inc.763$118.0K0.01%−12−1.5%Reduced
Cowen Prime Advisors LLC800$124.0K0.05%00.0%Unchanged
Sound Income Strategies, LLC813$125.6K0.02%00.0%Unchanged
CVA Family Office, LLC824$127.3K0.03%+119+16.9%Added
First Horizon Advisors, Inc.865$133.7K0.00%+61+7.6%Added
Washington Trust Advisors, Inc.865$133.7K0.01%−87−9.1%Reduced
Baldwin Brothers Inc871$134.6K0.01%+871New
Lindbrook Capital, LLC872$134.8K0.02%+5+0.6%Added