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 |
|---|---|---|---|---|---|
| Verus Capital Partners, LLC | 8,413 | $1.30M | 0.24% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 8,340 | $1.29M | 0.19% | −60−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 8,139 | $1.26M | 0.05% | −13−0.2% | Reduced |
| Asset Dedication, LLC | 8,168 | $1.26M | 0.13% | +872+12.0% | Added |
| Virtu Financial LLC | 8,135 | $1.26M | 0.17% | +8,135 | New |
| Empirical Finance, LLC | 8,102 | $1.25M | 0.13% | +651+8.7% | Added |
| Cetera Advisors LLC | 8,080 | $1.25M | 0.02% | +1,599+24.7% | Added |
| TD Private Client Wealth LLC | 8,046 | $1.24M | 0.06% | −7−0.1% | Reduced |
| Tiedemann Advisors, LLC | 7,980 | $1.24M | 0.06% | +36+0.5% | Added |
| Veritable, L.P. | 8,027 | $1.24M | 0.02% | +303+3.9% | Added |
| Defined Wealth Management, LLC | 7,979 | $1.23M | 1.16% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 7,933 | $1.23M | 0.08% | +2,169+37.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,844 | $1.21M | 0.02% | +351+4.7% | Added |
| Independent Financial Group, LLC | 7,680 | $1.19M | 0.10% | +2,123+38.2% | Added |
| Sumitomo Life Insurance Co | 7,636 | $1.18M | 0.09% | −131−1.7% | Reduced |
| Strategic Investment Advisors | 7,608 | $1.18M | 0.24% | −20−0.3% | Reduced |
| Silvia McColl Wealth Management, LLC | 7,604 | $1.18M | 1.15% | +7,604 | New |
| Teza Capital Management LLC | 7,588 | $1.17M | 0.22% | −19,123−71.6% | Reduced |
| Bailard, Inc. | 7,532 | $1.16M | 0.04% | +1,054+16.3% | Added |
| Gotham Asset Management, LLC | 7,355 | $1.14M | 0.03% | +3,349+83.6% | Added |
| Erste Asset Management GmbH | 7,287 | $1.14M | 0.02% | +900+14.1% | Added |
| Voloridge Investment Management, LLC | 7,345 | $1.14M | 0.01% | −92,901−92.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,322 | $1.13M | 0.05% | −22,976−75.8% | Reduced |
| Gradient Investments LLC | 7,285 | $1.13M | 0.04% | +10+0.1% | Added |
| Snowden Capital Advisors LLC | 7,148 | $1.10M | 0.05% | −144−2.0% | Reduced |
| Umb Bank N A | 7,087 | $1.09M | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,975 | $1.08M | 0.02% | −2,360−25.3% | Reduced |
| CWM, LLC | 6,858 | $1.06M | 0.01% | +540+8.5% | Added |
| TownSquare Capital, LLC | 6,855 | $1.06M | 0.03% | +633+10.2% | Added |
| Whittier Trust Co | 6,838 | $1.06M | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 6,797 | $1.05M | 0.06% | −23−0.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 6,769 | $1.05M | 0.27% | +339+5.3% | Added |
| Wetherby Asset Management Inc | 6,748 | $1.04M | 0.07% | −263−3.8% | Reduced |
| Wintrust Investments LLC | 6,664 | $1.03M | 0.13% | +2,271+51.7% | Added |
| Ieq Capital, LLC | 6,663 | $1.03M | 0.03% | +628+10.4% | Added |
| Zions Bancorporation, N.A. | 6,659 | $1.03M | 0.08% | +1,580+31.1% | Added |
| Oak Grove Capital LLC | 6,600 | $1.02M | 0.54% | +100+1.5% | Added |
| Beacon Pointe Advisors, LLC | 6,526 | $1.01M | 0.02% | +3,446+111.9% | Added |
| Chicago Trust Co NA | 6,472 | $1.00M | 0.25% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,445 | $996.0K | 0.40% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 6,410 | $990.7K | 0.13% | +6,410 | New |
| Harbor Investment Advisory, LLC | 6,390 | $987.5K | 0.15% | −37−0.6% | Reduced |
| Cullen Capital Management LLC | 6,356 | $982.3K | 0.01% | −6,193−49.4% | Reduced |
| Mirabella Financial Services LLP | 6,338 | $979.5K | 0.09% | +242+4.0% | Added |
| Veriti Management LLC | 6,316 | $976.1K | 0.13% | +1,925+43.8% | Added |
| Kornitzer Capital Management Inc | 6,103 | $943.2K | 0.02% | +30.0% | Added |
| RBA Wealth Management, LLC | 6,074 | $938.8K | 0.49% | −334−5.2% | Reduced |
| Ti-Trust, Inc | 6,020 | $930.3K | 0.89% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,989 | $925.5K | 0.01% | +2,429+68.2% | Added |
| Fullerton Fund Management Co Ltd. | 5,858 | $905.3K | 0.07% | +5,858 | New |
| Founders Financial Securities LLC | 5,837 | $902.0K | 0.14% | +666+12.9% | Added |
| Dynamic Advisor Solutions LLC | 5,806 | $897.3K | 0.06% | +474+8.9% | Added |
| W.H. Cornerstone Investments Inc. | 5,556 | $893.6K | 0.85% | +387+7.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,683 | $878.0K | 0.02% | +2,232+64.7% | Added |
| Ninepoint Partners LP | 5,567 | $860.0K | 0.12% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 5,551 | $857.9K | 0.25% | +164+3.0% | Added |
| Ossiam | 5,521 | $853.2K | 0.02% | −8,861−61.6% | Reduced |
| Change Path, LLC | 5,482 | $847.0K | 0.05% | −32−0.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,379 | $831.3K | 0.15% | −765−12.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,348 | $826.5K | 0.06% | +479+9.8% | Added |
| Marion Wealth Management | 5,340 | $825.3K | 0.35% | +750+16.3% | Added |
| Avantax Advisory Services, Inc. | 5,331 | $823.9K | 0.01% | +5+0.1% | Added |
| West Wealth Group, LLC | 5,305 | $819.9K | 0.41% | +42+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 5,279 | $815.8K | 0.03% | +350+7.1% | Added |
| Financial Engines Advisors L.L.C. | 5,238 | $815.6K | 0.00% | +5,238 | New |
| Greenleaf Trust | 5,228 | $808.0K | 0.01% | +557+11.9% | Added |
| Bellwether Advisors, LLC | 5,205 | $804.4K | 0.23% | +5,205 | New |
| Mechanics Bank Trust Department | 5,100 | $788.2K | 0.14% | −25−0.5% | Reduced |
| Bleakley Financial Group, LLC | 5,097 | $787.7K | 0.03% | +5,097 | New |
| AMJ Financial Wealth Management | 5,094 | $787.2K | 0.47% | 00.0% | Unchanged |
| Westmount Partners, LLC | 5,049 | $780.2K | 0.41% | +5,049 | New |
| Cypress Capital Group | 5,029 | $777.2K | 0.12% | +1,785+55.0% | Added |
| Smith, Moore & Co. | 4,963 | $767.0K | 0.11% | −60−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 4,959 | $766.4K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,951 | $765.1K | 0.04% | −225−4.3% | Reduced |
| Toews Corp | 4,900 | $757.2K | 0.37% | −2,000−29.0% | Reduced |
| Axxcess Wealth Management, LLC | 4,824 | $745.6K | 0.06% | −2,690−35.8% | Reduced |
| Financial Advisory Partners, LLC | 4,802 | $742.2K | 0.31% | −50−1.0% | Reduced |
| Cohen Klingenstein LLC | 4,800 | $741.8K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,763 | $736.1K | 0.23% | −38−0.8% | Reduced |
| Seeyond | 4,758 | $735.3K | 0.07% | −4,137−46.5% | Reduced |
| ING Groep NV | 4,728 | $730.7K | 0.01% | −45,018−90.5% | Reduced |
| Qtron Investments LLC | 4,718 | $729.1K | 0.15% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,622 | $714.3K | 0.03% | −255−5.2% | Reduced |
| Belpointe Asset Management LLC | 4,614 | $713.0K | 0.04% | +2,597+128.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,604 | $711.5K | 0.05% | +352+8.3% | Added |
| Raymond James Trust N.A. | 4,594 | $710.0K | 0.02% | +11+0.2% | Added |
| Apollon Wealth Management, LLC | 4,585 | $708.6K | 0.05% | −96−2.1% | Reduced |
| Rational Advisors LLC | 4,545 | $702.4K | 0.06% | −1,690−27.1% | Reduced |
| Parallel Advisors, LLC | 4,495 | $694.7K | 0.03% | +126+2.9% | Added |
| First Foundation Advisors | 4,491 | $694.0K | 0.03% | −98−2.1% | Reduced |
| Toroso Investments, LLC | 4,439 | $686.0K | 0.03% | −1,045−19.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,428 | $684.3K | 0.19% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 8,174 | $683.7K | 0.01% | +4,173+104.3% | Added |
| Alan B. Lancz & Associates, Inc. | 4,250 | $683.5K | 0.69% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 4,400 | $680.0K | 0.14% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,345 | $676.5K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,863 | $674.0K | 0.02% | +6,500+275.1% | Added |
| Great Valley Advisor Group, Inc. | 4,358 | $673.7K | 0.03% | +340+8.5% | Added |
| My Legacy Advisors, LLC | 4,310 | $671.9K | 0.29% | +902+26.5% | Added |