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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, 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 Interstate Bank1,740$269.0K0.02%+184+11.8%Added
Financial Management Professionals, Inc.1,738$269.0K0.06%+468+36.9%Added
NEIRG Wealth Management, LLC1,728$267.0K0.05%+1,728New
1st Source Bank1,715$265.0K0.02%+94+5.8%Added
Citadel Advisors LLC1,710$264.3K0.00%−47,288−96.5%Reduced
Wesbanco Bank Inc1,695$262.0K0.01%+1,695New
SYSTM Wealth Solutions LLC1,695$262.0K0.03%+1,695New
TriaGen Wealth Management LLC1,687$260.7K0.14%00.0%Unchanged
Moreno Evelyn V1,663$257.0K0.06%+1,663New
Atwood & Palmer Inc1,650$255.0K0.02%00.0%Unchanged
Core Wealth Partners LLC2,457$254.6K0.32%+2,457New
Innovis Asset Management LLC1,647$254.5K0.11%+1,647New
PFG Private Wealth Management, LLC1,643$254.0K0.16%+23+1.4%Added
Schonfeld Strategic Advisors LLC1,639$253.3K0.00%−249,536−99.3%Reduced
Centennial Wealth Advisory LLC1,634$252.5K0.14%+178+12.2%Added
Chesapeake Wealth Management1,631$252.1K0.11%+1,631New
Rossmore Private Capital1,629$251.7K0.04%+21+1.3%Added
Confluence Wealth Services, Inc.1,620$250.4K0.07%00.0%Unchanged
Regatta Capital Group, LLC1,615$249.6K0.09%00.0%Unchanged
Prospera Financial Services Inc1,611$249.1K0.01%+1,611New
Hodges Capital Management Inc.1,600$247.0K0.02%+50+3.2%Added
Cypress Wealth Services, LLC1,577$243.6K0.08%+4+0.3%Added
Burleson & Company, LLC1,565$241.9K0.06%00.0%Unchanged
Magnus Financial Group LLC1,564$241.7K0.04%−127−7.5%Reduced
Stonnington Group, LLC1,525$240.2K0.07%−700−31.5%Reduced
Vaughan David Investments LLC1,546$239.0K0.01%+200+14.9%Added
SimpliFi, Inc.1,537$237.6K0.12%+12+0.8%Added
KWB Wealth1,535$237.2K0.05%00.0%Unchanged
Patten Group, Inc.1,534$237.1K0.07%+165+12.1%Added
CX Institutional1,525$235.7K0.01%+1,525New
Applied Finance Capital Management, LLC1,518$234.6K0.03%+1,518New
Intelligence Driven Advisers, LLC1,514$234.0K0.04%00.0%Unchanged
Hilltop Partners LLC1,514$234.0K0.12%+1,514New
Amussen Hunsaker Associates LLC1,511$233.5K0.06%+11+0.7%Added
Bokf, NA1,504$232.5K0.00%+61+4.2%Added
Colonial Trust Co1,504$232.4K0.06%−398−20.9%Reduced
Aevitas Wealth Management, Inc.1,500$231.9K0.14%+4+0.3%Added
Wellington Shields & Co., LLC1,500$231.8K0.05%00.0%Unchanged
SOL Capital Management CO1,491$230.4K0.04%00.0%Unchanged
Tilt Investment Management Holdings, PBC1,476$229.7K0.19%+1,476New
Oak Thistle LLC1,484$229.3K0.49%+1,484New
Pitcairn Co1,476$228.1K0.02%+92+6.6%Added
TFB Advisors LLC1,464$226.2K0.19%+1,464New
Arete Wealth Advisors, LLC1,460$225.6K0.02%+1,460New
Hartford Funds Management Co LLC1,455$224.9K0.02%+1,455New
Howland Capital Management LLC1,440$224.2K0.01%00.0%Unchanged
Schechter Investment Advisors, LLC1,446$223.5K0.02%+1,446New
EverSource Wealth Advisors, LLC1,440$222.6K0.03%+99+7.4%Added
Beaumont Financial Advisors, LLC1,434$221.6K0.02%+1,434New
Empowered Funds, LLC1,432$221.3K0.01%+1,432New
Pacific Sage Partners, LLC1,432$221.3K0.07%+1,432New
Evercore Wealth Management, LLC1,430$221.0K0.00%+24+1.7%Added
Camden Capital, LLC1,405$217.1K0.03%+17+1.2%Added
West Branch Capital LLC1,404$217.0K0.13%00.0%Unchanged
Gallacher Capital Management LLC1,402$216.7K0.13%+1,402New
Power Corp of Canada1,395$215.6K0.04%−1,395−50.0%Reduced
Calton & Associates, Inc.1,393$215.3K0.08%+1,393New
Patten & Patten Inc1,388$215.0K0.02%00.0%Unchanged
Rappaport Reiches Capital Management, LLC1,389$214.7K0.11%+1,389New
WealthTrust Axiom LLC1,384$213.9K0.07%−342−19.8%Reduced
Telos Capital Management, Inc.1,380$213.3K0.03%00.0%Unchanged
Pinnacle Associates Ltd1,377$212.8K0.00%+17+1.3%Added
FC Advisory LLC1,377$212.8K0.10%+11+0.8%Added
Phillips Financial Management, LLC1,374$212.3K0.02%+10+0.7%Added
Tillman Hartley LLC1,370$211.7K0.09%+1,370New
James J. Burns & Company, LLC1,364$211.0K0.09%00.0%Unchanged
Montag A & Associates Inc1,350$210.2K0.01%00.0%Unchanged
Wealthcare Advisory Partners LLC1,360$210.1K0.01%+1,360New
Destination Wealth Management1,357$209.7K0.01%+6+0.4%Added
Fortress Wealth Management, Inc.1,352$208.9K0.17%+3+0.2%Added
TCI Wealth Advisors, Inc.1,352$208.9K0.03%+284+26.6%Added
Marcum Wealth, LLC1,345$207.9K0.03%−10−0.7%Reduced
American Trust1,342$207.4K0.02%+1,342New
First American Trust, FSB1,338$207.0K0.03%+1,338New
Fort Point Capital Partners LLC1,328$205.2K0.04%+1,328New
Childress Capital Advisors, LLC1,325$204.8K0.07%−48−3.5%Reduced
Blueshift Asset Management, LLC1,324$204.6K0.09%+1,324New
Ignite Planners, LLC1,262$204.2K0.09%+1,262New
North Star Asset Management Inc1,320$204.0K0.01%+1,320New
Miracle Mile Advisors, LLC1,316$203.4K0.01%+1,316New
Aigen Investment Management, LP1,305$201.7K0.03%+1,305New
Howard Wealth Management, LLC1,300$200.9K0.16%−100−7.1%Reduced
Clearstead Advisors, LLC1,236$191.0K0.01%+71+6.1%Added
AdvisorNet Financial, Inc1,235$190.9K0.02%−4−0.3%Reduced
Front Row Advisors LLC1,148$179.0K0.09%00.0%Unchanged
Baystate Wealth Management LLC1,148$178.0K0.02%+1+0.1%Added
New Millennium Group LLC1,134$175.3K0.19%+2+0.2%Added
Tompkins Financial Corp1,133$175.0K0.03%−54−4.5%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.1,130$175.0K1.54%+1,130New
Caldwell Trust Co1,114$172.2K0.02%−705−38.8%Reduced
Northwest Investment Counselors, LLC1,110$171.5K0.05%+750+208.3%Added
Affiance Financial, LLC1,091$168.6K0.07%+1,091New
HM Payson & Co1,079$166.7K0.00%+7+0.7%Added
Gryphon Financial Partners LLC1,063$164.3K0.04%+1,063New
Rocky Mountain Advisers, LLC1,040$161.0K0.09%00.0%Unchanged
Private Trust Co NA1,027$159.0K0.02%−3−0.3%Reduced
Heritage Wealth Advisors1,021$157.8K0.01%−145−12.4%Reduced
McIlrath & Eck, LLC1,019$157.4K0.04%+4+0.4%Added
Desjardins Global Asset Management Inc.953$147.0K0.02%−1,636−63.2%Reduced
Coastal Investment Advisors, Inc.942$145.6K0.04%+165+21.2%Added