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, Q1 2023
Institutional positions in Sempra as of Mar 31, 2023. 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
- 984
- 0 vs. Q4 2022
- Shares held
- 273.7M
- +4.14M (+1.5%) vs. Q4 2022
- Total value
- $41.4B
- −$269.8M (−0.6%) vs. Q4 2022
- New holders
- 91
- 365 more added
- Sold out
- 91
- 338 more reduced
22 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 2,733 | $413.1K | 0.01% | −1,213−30.7% | Reduced |
| Sequoia Financial Advisors, LLC | 2,737 | $413.8K | 0.01% | −546−16.6% | Reduced |
| Mendel Money Management | 2,748 | $415.4K | 0.22% | +260+10.5% | Added |
| Diversified Portfolios, Inc. | 2,755 | $416.4K | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,763 | $417.6K | 0.01% | +35+1.3% | Added |
| Weatherly Asset Management L. P. | 2,747 | $418.5K | 0.05% | +215+8.5% | Added |
| Putnam Investments LLC | 2,778 | $419.9K | 0.00% | +330+13.5% | Added |
| Avidian Wealth Solutions, LLC | 2,785 | $420.9K | 0.02% | −241−8.0% | Reduced |
| Chesapeake Asset Management LLC | 2,795 | $422.5K | 0.39% | +2,795 | New |
| Cross Staff Investments Inc | 2,800 | $423.2K | 0.42% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 2,807 | $424.3K | 0.01% | +639+29.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,815 | $426.0K | 0.02% | +60+2.2% | Added |
| Sepio Capital, LP | 2,831 | $427.9K | 0.04% | +7+0.2% | Added |
| Iams Wealth Management, LLC | 2,870 | $429.2K | 0.36% | +2,870 | New |
| Petra Financial Advisors Inc | 2,866 | $433.2K | 0.43% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 2,876 | $434.7K | 0.54% | +17+0.6% | Added |
| Wimmer Associates 1, LLC | 2,895 | $435.8K | 0.28% | −42−1.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,894 | $437.5K | 0.15% | +14+0.5% | Added |
| Legacy Capital Wealth Partners, LLC | 2,903 | $438.9K | 0.12% | +2,903 | New |
| Boston Private Wealth LLC | 2,913 | $440.3K | 0.01% | −3,076−51.4% | Reduced |
| Brighton Jones LLC | 2,914 | $440.5K | 0.03% | +15+0.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,928 | $442.6K | 0.12% | −1,500−33.9% | Reduced |
| Checchi Capital Advisers, LLC | 2,928 | $442.6K | 0.04% | +34+1.2% | Added |
| Financial Perspectives, Inc | 2,931 | $443.1K | 0.21% | +20+0.7% | Added |
| Opus Capital Group, LLC | 2,936 | $444.0K | 0.08% | −40−1.3% | Reduced |
| Evergreen Capital Management LLC | 2,954 | $449.9K | 0.02% | +635+27.4% | Added |
| Wealth Alliance | 2,977 | $449.9K | 0.07% | +124+4.3% | Added |
| Davenport & Co LLC | 2,980 | $450.5K | 0.00% | −175−5.5% | Reduced |
| Manchester Financial Inc | 2,985 | $451.3K | 0.13% | −26−0.9% | Reduced |
| Aspiriant, LLC | 2,995 | $452.7K | 0.02% | +871+41.0% | Added |
| GYL Financial Synergies, LLC | 3,005 | $454.2K | 0.05% | +3+0.1% | Added |
| Allworth Financial LP | 3,007 | $454.6K | 0.00% | −135−4.3% | Reduced |
| Csenge Advisory Group | 3,031 | $458.2K | 0.03% | −21−0.7% | Reduced |
| Continuum Advisory, LLC | 3,036 | $458.9K | 0.08% | +24+0.8% | Added |
| Synovus Financial Corp | 3,043 | $460.0K | 0.01% | +42+1.4% | Added |
| King Luther Capital Management Corp | 3,047 | $460.6K | 0.00% | −85−2.7% | Reduced |
| Searle & Co. | 3,000 | $466.5K | 0.15% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,092 | $467.4K | 0.02% | −15,069−83.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,100 | $468.6K | 0.23% | −338−9.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,107 | $469.7K | 0.08% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,126 | $472.5K | 0.36% | +197+6.7% | Added |
| Prudent Man Advisors, LLC | 3,183 | $481.0K | 0.19% | −4−0.1% | Reduced |
| RSM US Wealth Management LLC | 3,194 | $482.8K | 0.02% | +3,194 | New |
| Centaurus Financial, Inc. | 3,226 | $488.0K | 0.04% | +429+15.3% | Added |
| LVM Capital Management Ltd | 3,233 | $489.0K | 0.07% | −5,107−61.2% | Reduced |
| TD Private Client Wealth LLC | 3,256 | $492.2K | 0.02% | −4,790−59.5% | Reduced |
| HCR Wealth Advisors | 3,250 | $495.1K | 0.10% | +27+0.8% | Added |
| Advisory Alpha, LLC | 3,277 | $495.4K | 0.03% | +6+0.2% | Added |
| Coldstream Capital Management Inc | 3,286 | $496.8K | 0.02% | −192−5.5% | Reduced |
| Zacks Investment Management | 3,337 | $504.4K | 0.01% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 3,354 | $507.0K | 0.12% | −121−3.5% | Reduced |
| Symmetry Partners, LLC | 3,377 | $510.0K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,240 | $511.4K | 0.03% | +63+2.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,399 | $513.8K | 0.26% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,409 | $515.3K | 0.01% | +735+27.5% | Added |
| LVW Advisors, LLC | 3,422 | $517.3K | 0.10% | −10.0% | Reduced |
| Mirabella Financial Services LLP | 3,456 | $522.4K | 0.11% | −2,882−45.5% | Reduced |
| Drive Wealth Management, LLC | 3,447 | $525.3K | 0.22% | −442−11.4% | Reduced |
| Old Port Advisors | 3,417 | $528.8K | 0.19% | −30−0.9% | Reduced |
| SeaCrest Wealth Management, LLC | 3,562 | $538.4K | 0.07% | +40+1.1% | Added |
| Gotham Asset Management, LLC | 3,672 | $555.1K | 0.01% | −3,683−50.1% | Reduced |
| Algebris (UK) Ltd | 3,690 | $559.6K | 0.23% | +712+23.9% | Added |
| Cooper Financial Group | 3,738 | $565.0K | 0.15% | +695+22.8% | Added |
| Resources Investment Advisors, LLC. | 3,755 | $567.6K | 0.01% | −59−1.5% | Reduced |
| Cigna Investments Inc | 3,786 | $573.0K | 0.11% | −79−2.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,811 | $576.1K | 0.12% | +352+10.2% | Added |
| Quadrant Capital Group LLC | 3,811 | $576.2K | 0.06% | −316−7.7% | Reduced |
| Smith, Moore & Co. | 3,824 | $578.0K | 0.08% | −1,139−22.9% | Reduced |
| Aaron Wealth Advisors | 3,847 | $581.5K | 0.08% | +633+19.7% | Added |
| Gilman Hill Asset Management, LLC | 3,849 | $581.8K | 0.12% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,857 | $583.1K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,547 | $589.6K | 0.03% | −316−3.6% | Reduced |
| Bank of Hawaii | 3,924 | $593.2K | 0.03% | −12−0.3% | Reduced |
| GWM Advisors LLC | 3,949 | $596.9K | 0.01% | +397+11.2% | Added |
| Signaturefd, LLC | 3,981 | $601.8K | 0.02% | +861+27.6% | Added |
| Presima Inc. | 4,000 | $604.6K | 0.17% | 00.0% | Unchanged |
| Wahed Invest LLC | 4,020 | $607.7K | 0.26% | −69−1.7% | Reduced |
| Moneta Group Investment Advisors LLC | 4,022 | $608.0K | 0.01% | +4,022 | New |
| BDO Wealth Advisors, LLC | 4,046 | $611.7K | 0.08% | −276−6.4% | Reduced |
| MAI Capital Management | 4,056 | $613.1K | 0.01% | +191+4.9% | Added |
| Alpha Cubed Investments, LLC | 4,077 | $616.3K | 0.04% | −133−3.2% | Reduced |
| Proequities, Inc. | 4,068 | $619.6K | 0.05% | +320+8.5% | Added |
| Two Sigma Securities, LLC | 4,121 | $622.9K | 0.05% | −71−1.7% | Reduced |
| Exchange Traded Concepts, LLC | 4,151 | $627.5K | 0.02% | +245+6.3% | Added |
| Greenline Partners, LLC | 4,153 | $627.8K | 0.12% | −192−4.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,250 | $642.4K | 0.67% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 4,266 | $644.8K | 0.09% | +201+4.9% | Added |
| Independent Advisor Alliance | 4,270 | $645.5K | 0.03% | +4,270 | New |
| Claro Advisors LLC | 4,314 | $652.1K | 0.19% | +4,314 | New |
| BKD Wealth Advisors, LLC | 4,361 | $659.2K | 0.02% | −598−12.1% | Reduced |
| Pathstone Family Office, LLC | 4,518 | $664.5K | 0.01% | −3,656−44.7% | Reduced |
| Cohen Capital Management, Inc. | 4,400 | $665.1K | 0.13% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,410 | $667.0K | 0.06% | +1,650+59.8% | Added |
| Salem Investment Counselors Inc | 4,405 | $671.1K | 0.03% | +60+1.4% | Added |
| First Foundation Advisors | 4,488 | $678.4K | 0.03% | −3−0.1% | Reduced |
| Parallel Advisors, LLC | 4,508 | $681.5K | 0.02% | +13+0.3% | Added |
| Kingsview Wealth Management, LLC | 4,543 | $686.7K | 0.03% | −79−1.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,604 | $695.9K | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,617 | $697.9K | 0.03% | −334−6.7% | Reduced |
| Stonegate Investment Group, LLC | 4,673 | $706.4K | 0.03% | +672+16.8% | Added |