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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,288 | $55.9B |
| Q1 2026 | 1,274 | $57.3B |
| Q4 2025 | 1,213 | $53.4B |
| Q3 2025 | 1,152 | $54.4B |
| Q2 2025 | 1,123 | $44.5B |
| Q1 2025 | 1,148 | $41.5B |
| Q4 2024 | 1,205 | $51.4B |
| Q3 2024 | 1,105 | $47.9B |
| Q2 2024 | 1,040 | $43.5B |
| Q1 2024 | 1,044 | $40.5B |
| Q4 2023 | 1,040 | $42.4B |
| Q3 2023 | 984 | $36.9B |
| Q2 2023 | 992 | $39.4B |
| Q1 2023 | 984 | $41.4B |
| Q4 2022 | 1,006 | $41.9B |
| Q3 2022 | 962 | $41.0B |
| Q2 2022 | 958 | $41.0B |
| Q1 2022 | 954 | $46.7B |
| Q4 2021 | 887 | $36.0B |
| Q3 2021 | 803 | $34.9B |
| Q2 2021 | 819 | $36.0B |
| Q1 2021 | 811 | $34.6B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essex Investment Management Co LLC | 195 | $30.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 188 | $29.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 190 | $29.0K | 0.02% | +4+2.2% | Added |
| Dark Forest Capital Management LP | 187 | $28.9K | 0.01% | +159+567.9% | Added |
| Old Second National Bank of Aurora | 176 | $27.2K | 0.01% | +150+576.9% | Added |
| Spire Wealth Management | 171 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 167 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 155 | $24.0K | 0.00% | +155 | New |
| Silvant Capital Management LLC | 152 | $23.7K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 151 | $23.3K | 0.01% | +151 | New |
| Harvest Fund Management Co., Ltd | 147 | $23.0K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 138 | $21.7K | 0.01% | +138 | New |
| Washington Trust Co | 140 | $21.6K | 0.00% | −250−64.1% | Reduced |
| Sutton Wealth Advisors Inc. | 138 | $21.3K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 131 | $20.2K | 0.00% | +50+61.7% | Added |
| Farther Finance Advisors, LLC | 129 | $19.9K | 0.01% | +129 | New |
| Earnest Partners LLC | 127 | $19.6K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 125 | $19.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 125 | $19.3K | 0.00% | +5+4.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 122 | $18.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 115 | $18.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 110 | $17.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 108 | $16.7K | 0.01% | −1,800−94.3% | Reduced |
| Hanson & Doremus Investment Management | 101 | $16.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 99 | $15.7K | 0.01% | +99 | New |
| Comerica Securities,inc. | 100 | $15.6K | 0.00% | +100 | New |
| Bartlett & Co. LLC | 94 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $14.8K | 0.00% | +4+4.3% | Added |
| Bartlett & Co. Wealth Management LLC | 94 | $14.6K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 91 | $14.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 89 | $13.8K | 0.00% | −7−7.3% | Reduced |
| Seldon Capital LP | 86 | $13.3K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $13.1K | 0.00% | +3+3.7% | Added |
| Ancora Advisors, LLC | 84 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 84 | $13.0K | 0.01% | +84 | New |
| Wolff Wiese Magana LLC | 83 | $12.8K | 0.01% | +3+3.8% | Added |
| Cary Street Partners Asset Management LLC | 83 | $12.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 84 | $12.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 80 | $12.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 76 | $12.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 76 | $11.7K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 76 | $11.7K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 76 | $11.7K | 0.01% | +76 | New |
| Duncker Streett & Co Inc | 75 | $11.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 74 | $11.4K | 0.00% | +50+208.3% | Added |
| TD Ameritrade Investment Management, LLC | 69 | $11.0K | 0.00% | −18−20.7% | Reduced |
| State of Wyoming | 64 | $9.89K | 0.00% | −11−14.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 64 | $9.89K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 64 | $9.89K | 0.00% | +64 | New |
| GoalVest Advisory LLC | 60 | $9.27K | 0.01% | 00.0% | Unchanged |
| Trust Co | 56 | $9.00K | 0.00% | +56 | New |
| Hazlett, Burt & Watson, Inc. | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 49 | $7.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $7.28K | 0.00% | +33+235.7% | Added |
| Sofos Investments, Inc. | 155 | $7.13K | 0.08% | −2,395−93.9% | Reduced |
| Dividend Assets Capital, LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 43 | $6.64K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 41 | $6.34K | 0.01% | −9−18.0% | Reduced |
| JNBA Financial Advisors | 39 | $6.03K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 38 | $5.87K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 38 | $5.82K | 0.00% | +1+2.7% | Added |
| Concord Wealth Partners | 34 | $5.25K | 0.00% | +34 | New |
| Moisand Fitzgerald Tamayo, LLC | 33 | $5.10K | 0.00% | +18+120.0% | Added |
| American National Bank | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 32 | $4.95K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 30 | $4.64K | 0.00% | −102−77.3% | Reduced |
| Edge Capital Group, LLC | 29 | $4.48K | 0.00% | −63−68.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 28 | $4.33K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $4.20K | 0.00% | −14−34.1% | Reduced |
| WR Wealth Planners, LLC | 26 | $4.02K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 26 | $4.02K | 0.00% | +26 | New |
| Vigilant Capital Management, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 25 | $3.86K | 0.00% | +25 | New |
| Truvestments Capital LLC | 23 | $3.55K | 0.00% | +23 | New |
| Highline Wealth Partners LLC | 22 | $3.40K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $3.31K | 0.00% | −105−83.3% | Reduced |
| Fortis Capital Advisors, LLC | 20 | $3.09K | 0.00% | +20 | New |
| Creative Financial Designs Inc | 19 | $2.94K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $2.63K | 0.00% | −604−97.3% | Reduced |
| Horan Securities, Inc. | 17 | $2.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $2.63K | 0.00% | −3−15.0% | Reduced |
| My Personal CFO, LLC | 15 | $2.32K | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 14 | $2.18K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 14 | $2.16K | 0.00% | +14 | New |
| Jones Financial Companies LLLP | 14 | $2.00K | 0.00% | −49−77.8% | Reduced |
| TFC Financial Management | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 11 | $1.70K | 0.00% | +11 | New |
| Column Capital Advisors, LLC | 8 | $1.24K | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 7 | $1.08K | 0.00% | +2+40.0% | Added |
| Atlas Capital Advisors LLC | 7 | $1.08K | 0.00% | −259−97.4% | Reduced |
| Capital Advisors, Ltd. LLC | 186 | $1.00K | 0.00% | +161+644.0% | Added |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $927 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $773 | 0.00% | −31−86.1% | Reduced |
| Cranbrook Wealth Management, LLC | 5 | $773 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 5 | $772 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $619 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $618 | 0.00% | 00.0% | Unchanged |