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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 4,151 | $627.5K | 0.02% | +245+6.3% | Added |
| Two Sigma Securities, LLC | 4,121 | $622.9K | 0.05% | −71−1.7% | Reduced |
| Proequities, Inc. | 4,068 | $619.6K | 0.05% | +320+8.5% | Added |
| Alpha Cubed Investments, LLC | 4,077 | $616.3K | 0.04% | −133−3.2% | Reduced |
| MAI Capital Management | 4,056 | $613.1K | 0.01% | +191+4.9% | Added |
| BDO Wealth Advisors, LLC | 4,046 | $611.7K | 0.08% | −276−6.4% | Reduced |
| Moneta Group Investment Advisors LLC | 4,022 | $608.0K | 0.01% | +4,022 | New |
| Wahed Invest LLC | 4,020 | $607.7K | 0.26% | −69−1.7% | Reduced |
| Presima Inc. | 4,000 | $604.6K | 0.17% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,981 | $601.8K | 0.02% | +861+27.6% | Added |
| GWM Advisors LLC | 3,949 | $596.9K | 0.01% | +397+11.2% | Added |
| Bank of Hawaii | 3,924 | $593.2K | 0.03% | −12−0.3% | Reduced |
| IFP Advisors, Inc | 8,547 | $589.6K | 0.03% | −316−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 3,857 | $583.1K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,849 | $581.8K | 0.12% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,847 | $581.5K | 0.08% | +633+19.7% | Added |
| Smith, Moore & Co. | 3,824 | $578.0K | 0.08% | −1,139−22.9% | Reduced |
| Quadrant Capital Group LLC | 3,811 | $576.2K | 0.06% | −316−7.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,811 | $576.1K | 0.12% | +352+10.2% | Added |
| Cigna Investments Inc | 3,786 | $573.0K | 0.11% | −79−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 3,755 | $567.6K | 0.01% | −59−1.5% | Reduced |
| Cooper Financial Group | 3,738 | $565.0K | 0.15% | +695+22.8% | Added |
| Algebris (UK) Ltd | 3,690 | $559.6K | 0.23% | +712+23.9% | Added |
| Gotham Asset Management, LLC | 3,672 | $555.1K | 0.01% | −3,683−50.1% | Reduced |
| SeaCrest Wealth Management, LLC | 3,562 | $538.4K | 0.07% | +40+1.1% | Added |
| Old Port Advisors | 3,417 | $528.8K | 0.19% | −30−0.9% | Reduced |
| Drive Wealth Management, LLC | 3,447 | $525.3K | 0.22% | −442−11.4% | Reduced |
| Mirabella Financial Services LLP | 3,456 | $522.4K | 0.11% | −2,882−45.5% | Reduced |
| LVW Advisors, LLC | 3,422 | $517.3K | 0.10% | −10.0% | Reduced |
| Lido Advisors, LLC | 3,409 | $515.3K | 0.01% | +735+27.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,399 | $513.8K | 0.26% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,240 | $511.4K | 0.03% | +63+2.0% | Added |
| Symmetry Partners, LLC | 3,377 | $510.0K | 0.03% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 3,354 | $507.0K | 0.12% | −121−3.5% | Reduced |
| Zacks Investment Management | 3,337 | $504.4K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,286 | $496.8K | 0.02% | −192−5.5% | Reduced |
| Advisory Alpha, LLC | 3,277 | $495.4K | 0.03% | +6+0.2% | Added |
| HCR Wealth Advisors | 3,250 | $495.1K | 0.10% | +27+0.8% | Added |
| TD Private Client Wealth LLC | 3,256 | $492.2K | 0.02% | −4,790−59.5% | Reduced |
| LVM Capital Management Ltd | 3,233 | $489.0K | 0.07% | −5,107−61.2% | Reduced |
| Centaurus Financial, Inc. | 3,226 | $488.0K | 0.04% | +429+15.3% | Added |
| RSM US Wealth Management LLC | 3,194 | $482.8K | 0.02% | +3,194 | New |
| Prudent Man Advisors, LLC | 3,183 | $481.0K | 0.19% | −4−0.1% | Reduced |
| Heartland Bank & Trust Co | 3,126 | $472.5K | 0.36% | +197+6.7% | Added |
| Syntegra Private Wealth Group, LLC | 3,107 | $469.7K | 0.08% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 3,100 | $468.6K | 0.23% | −338−9.8% | Reduced |
| Engineers Gate Manager LP | 3,092 | $467.4K | 0.02% | −15,069−83.0% | Reduced |
| Searle & Co. | 3,000 | $466.5K | 0.15% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,047 | $460.6K | 0.00% | −85−2.7% | Reduced |
| Synovus Financial Corp | 3,043 | $460.0K | 0.01% | +42+1.4% | Added |
| Continuum Advisory, LLC | 3,036 | $458.9K | 0.08% | +24+0.8% | Added |
| Csenge Advisory Group | 3,031 | $458.2K | 0.03% | −21−0.7% | Reduced |
| Allworth Financial LP | 3,007 | $454.6K | 0.00% | −135−4.3% | Reduced |
| GYL Financial Synergies, LLC | 3,005 | $454.2K | 0.05% | +3+0.1% | Added |
| Aspiriant, LLC | 2,995 | $452.7K | 0.02% | +871+41.0% | Added |
| Manchester Financial Inc | 2,985 | $451.3K | 0.13% | −26−0.9% | Reduced |
| Davenport & Co LLC | 2,980 | $450.5K | 0.00% | −175−5.5% | Reduced |
| Wealth Alliance | 2,977 | $449.9K | 0.07% | +124+4.3% | Added |
| Evergreen Capital Management LLC | 2,954 | $449.9K | 0.02% | +635+27.4% | Added |
| Opus Capital Group, LLC | 2,936 | $444.0K | 0.08% | −40−1.3% | Reduced |
| Financial Perspectives, Inc | 2,931 | $443.1K | 0.21% | +20+0.7% | Added |
| Checchi Capital Advisers, LLC | 2,928 | $442.6K | 0.04% | +34+1.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,928 | $442.6K | 0.12% | −1,500−33.9% | Reduced |
| Brighton Jones LLC | 2,914 | $440.5K | 0.03% | +15+0.5% | Added |
| Boston Private Wealth LLC | 2,913 | $440.3K | 0.01% | −3,076−51.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,903 | $438.9K | 0.12% | +2,903 | New |
| Redhawk Wealth Advisors, Inc. | 2,894 | $437.5K | 0.15% | +14+0.5% | Added |
| Wimmer Associates 1, LLC | 2,895 | $435.8K | 0.28% | −42−1.4% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,876 | $434.7K | 0.54% | +17+0.6% | Added |
| Petra Financial Advisors Inc | 2,866 | $433.2K | 0.43% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 2,870 | $429.2K | 0.36% | +2,870 | New |
| Sepio Capital, LP | 2,831 | $427.9K | 0.04% | +7+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,815 | $426.0K | 0.02% | +60+2.2% | Added |
| Vident Investment Advisory, LLC | 2,807 | $424.3K | 0.01% | +639+29.5% | Added |
| Cross Staff Investments Inc | 2,800 | $423.2K | 0.42% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,795 | $422.5K | 0.39% | +2,795 | New |
| Avidian Wealth Solutions, LLC | 2,785 | $420.9K | 0.02% | −241−8.0% | Reduced |
| Putnam Investments LLC | 2,778 | $419.9K | 0.00% | +330+13.5% | Added |
| Weatherly Asset Management L. P. | 2,747 | $418.5K | 0.05% | +215+8.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,763 | $417.6K | 0.01% | +35+1.3% | Added |
| Diversified Portfolios, Inc. | 2,755 | $416.4K | 0.09% | 00.0% | Unchanged |
| Mendel Money Management | 2,748 | $415.4K | 0.22% | +260+10.5% | Added |
| Sequoia Financial Advisors, LLC | 2,737 | $413.8K | 0.01% | −546−16.6% | Reduced |
| Wealthspire Advisors, LLC | 2,733 | $413.1K | 0.01% | −1,213−30.7% | Reduced |
| Vance Wealth, Inc. | 2,691 | $410.1K | 0.22% | −67−2.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,653 | $409.9K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,711 | $409.8K | 0.02% | −110−3.9% | Reduced |
| 44 Wealth Management LLC | 2,701 | $408.3K | 0.14% | −687−20.3% | Reduced |
| Savant Capital, LLC | 2,697 | $407.7K | 0.01% | +297+12.4% | Added |
| Bessemer Group Inc | 2,683 | $407.0K | 0.00% | −821−23.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,678 | $404.9K | 0.02% | −1,582−37.1% | Reduced |
| Bellecapital International Ltd. | 2,676 | $404.5K | 0.10% | +498+22.9% | Added |
| Neumann Capital Management, LLC | 2,674 | $404.2K | 0.18% | +10.0% | Added |
| Etesian Wealth Advisors, Inc. | 2,671 | $403.7K | 0.27% | −69−2.5% | Reduced |
| Power Corp of Canada | 2,790 | $398.4K | 0.04% | +1,395+100.0% | Added |
| Siemens Fonds Invest GmbH | 2,602 | $393.3K | 0.04% | −26−1.0% | Reduced |
| Cornerstone Wealth Management, LLC | 2,580 | $390.0K | 0.04% | +2,580 | New |
| Polaris Wealth Advisory Group, LLC | 2,579 | $389.8K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,573 | $388.9K | 0.01% | −111−4.1% | Reduced |
| Qtron Investments LLC | 2,568 | $388.2K | 0.08% | −2,150−45.6% | Reduced |