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, Q3 2023
Institutional positions in Sempra as of Sep 30, 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
- +6 vs. Q2 2023
- Shares held
- 542.6M
- +7.97M (+1.5%) vs. Q2 2023Converted for a 2-for-1 split
- Total value
- $36.9B
- −$2.00B (−5.1%) vs. Q2 2023
- New holders
- 88
- 340 more added
- Sold out
- 82
- 299 more reduced
14 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| ClariVest Asset Management LLC | 4 | $0 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 1 | $146 | 0.00% | −1−50.0% | ReducedConverted for a 2-for-1 split |
| Webster Bank, N. A. | 4 | $272 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Glass Jacobson Investment Advisors llc | 4 | $273 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Wolff Wiese Magana LLC | 5 | $341 | 0.00% | −69−93.2% | ReducedConverted for a 2-for-1 split |
| Oliver Lagore Vanvalin Investment Group | 6 | $408 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| VisionPoint Advisory Group, LLC | 6 | $408 | 0.00% | +6 | New |
| True Wealth Design, LLC | 8 | $545 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Financial Synergies Wealth Advisors, Inc. | 8 | $545 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Macroview Investment Management LLC | 8 | $545 | 0.00% | +8 | New |
| GPS Wealth Strategies Group, LLC | 12 | $816 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Atlas Capital Advisors LLC | 14 | $952 | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| NewSquare Capital LLC | 16 | $1.09K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| WestEnd Advisors, LLC | 16 | $1.09K | 0.00% | +16 | New |
| LGT Financial Advisors LLC | 16 | $1.09K | 0.00% | +16 | New |
| Perkins Coie Trust Co | 18 | $1.22K | 0.00% | +18 | New |
| Arlington Partners LLC | 18 | $1.23K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Iron Horse Wealth Management, LLC | 18 | $1.23K | 0.00% | +18 | New |
| Arlington Trust Co LLC | 18 | $1.23K | 0.00% | +18 | New |
| TFC Financial Management | 22 | $1.50K | 0.00% | −10−31.3% | ReducedConverted for a 2-for-1 split |
| SJS Investment Consulting Inc. | 22 | $1.50K | 0.00% | +6+37.5% | AddedConverted for a 2-for-1 split |
| Authentikos Wealth Advisory, LLC | 26 | $1.77K | 0.00% | +26 | New |
| Carolinas Wealth Consulting LLC | 28 | $1.96K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Creative Financial Designs Inc | 38 | $2.58K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| GoalVest Advisory LLC | 40 | $2.72K | 0.00% | +40 | New |
| Hartford Financial Management Inc. | 43 | $2.93K | 0.00% | +43 | New |
| Highline Wealth Partners LLC | 44 | $2.99K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Bollard Group LLC | 40 | $3.00K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Avion Wealth | 52 | $3.00K | 0.00% | +4+8.3% | AddedConverted for a 2-for-1 split |
| Steward Financial Group LLC | 50 | $3.00K | 0.00% | +50 | New |
| Global Wealth Strategies & Associates | 50 | $3.40K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Old Second National Bank of Aurora | 52 | $3.54K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| WR Wealth Planners, LLC | 52 | $3.54K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Sugarloaf Wealth Management, LLC | 56 | $3.81K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| HighMark Wealth Management LLC | 57 | $3.88K | 0.00% | +3+5.6% | AddedConverted for a 2-for-1 split |
| Global Financial Private Client, LLC | 60 | $3.92K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| KB Financial Partners, LLC | 58 | $4.00K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Level Financial Advisors, Inc. | 60 | $4.10K | 0.00% | −10−14.3% | ReducedConverted for a 2-for-1 split |
| Kayne Anderson Rudnick Investment Management LLC | 62 | $4.22K | 0.00% | +34+121.4% | AddedConverted for a 2-for-1 split |
| Estabrook Capital Management | 64 | $4.35K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Moisand Fitzgerald Tamayo, LLC | 66 | $4.49K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Caldwell Sutter Capital, Inc. | 66 | $4.49K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Manchester Capital Management LLC | 80 | $5.44K | 0.00% | −80−50.0% | ReducedConverted for a 2-for-1 split |
| JNBA Financial Advisors | 96 | $6.53K | 0.00% | +18+23.1% | AddedConverted for a 2-for-1 split |
| Independence Bank of Kentucky | 98 | $6.67K | 0.00% | +98 | New |
| Brown, Lisle/Cummings, Inc. | 100 | $6.80K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Resources Management Corp | 100 | $7.00K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Intrepid Capital Management Inc | 106 | $7.21K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Hollencrest Capital Management | 108 | $7.35K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| TCTC Holdings, LLC | 108 | $7.35K | 0.00% | +104+2,600.0% | AddedConverted for a 2-for-1 split |
| Bartlett & Co. Wealth Management LLC | 126 | $8.65K | 0.00% | −62−33.0% | ReducedConverted for a 2-for-1 split |
| Thomas J. Herzfeld Advisors, Inc. | 128 | $8.71K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| St Germain D J Co Inc | 130 | $8.84K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Bartlett & Co. LLC | 126 | $9.00K | 0.00% | −62−33.0% | ReducedConverted for a 2-for-1 split |
| West Oak Capital, LLC | 130 | $9.00K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Valley National Advisers Inc | 135 | $9.00K | 0.00% | +115+575.0% | AddedConverted for a 2-for-1 split |
| CGC Financial Services, LLC | 138 | $9.39K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| JFS Wealth Advisors, LLC | 142 | $9.66K | 0.00% | −24−14.5% | ReducedConverted for a 2-for-1 split |
| Duncker Streett & Co Inc | 150 | $10.2K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| DHJJ Financial Advisors, Ltd. | 150 | $10.2K | 0.01% | +150 | New |
| Raffa Wealth Management, LLC | 152 | $10.3K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| First Personal Financial Services | 152 | $10.3K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| CarsonAllaria Wealth Management, Ltd. | 153 | $10.4K | 0.01% | +1+0.7% | AddedConverted for a 2-for-1 split |
| Abound Wealth Management | 154 | $10.5K | 0.00% | +18+13.2% | AddedConverted for a 2-for-1 split |
| Hazlett, Burt & Watson, Inc. | 159 | $11.0K | 0.01% | +59+59.0% | AddedConverted for a 2-for-1 split |
| Ancora Advisors, LLC | 162 | $11.0K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Private Ocean, LLC | 166 | $11.3K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Glen Eagle Advisors, LLC | 170 | $11.6K | 0.00% | −2−1.2% | ReducedConverted for a 2-for-1 split |
| Jones Financial Companies LLLP | 180 | $12.2K | 0.00% | +10+5.9% | AddedConverted for a 2-for-1 split |
| CNB Bank | 182 | $12.4K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Versant Capital Management, Inc | 183 | $12.4K | 0.00% | +23+14.4% | AddedConverted for a 2-for-1 split |
| Armstrong Advisory Group, Inc | 191 | $13.0K | 0.00% | +75+64.7% | AddedConverted for a 2-for-1 split |
| GW&K Investment Management, LLC | 184 | $13.0K | 0.00% | +4+2.2% | AddedConverted for a 2-for-1 split |
| Northwest Capital Management Inc | 198 | $13.5K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Washington Trust Co | 200 | $13.6K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Riggs Asset Managment Co. Inc. | 200 | $13.6K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| New England Capital Financial Advisors LLC | 202 | $13.7K | 0.01% | +2+1.0% | AddedConverted for a 2-for-1 split |
| Hanson & Doremus Investment Management | 202 | $14.0K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Bell Investment Advisors, Inc | 219 | $14.9K | 0.00% | +19+9.5% | AddedConverted for a 2-for-1 split |
| Sutton Wealth Advisors Inc. | 230 | $15.6K | 0.01% | −34−12.9% | ReducedConverted for a 2-for-1 split |
| United Community Bank | 230 | $15.6K | 0.01% | +10+4.5% | AddedConverted for a 2-for-1 split |
| Annis Gardner Whiting Capital Advisors, LLC | 236 | $16.2K | 0.01% | +236 | New |
| Bogart Wealth, LLC | 240 | $16.3K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Key Financial Inc | 240 | $16.3K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Logan Capital Management Inc | 250 | $17.0K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Baker Avenue Asset Management, LP | 252 | $17.1K | 0.00% | −52−17.1% | ReducedConverted for a 2-for-1 split |
| Carmel Capital Partners, LLC | 252 | $17.1K | 0.01% | +252 | New |
| Earnest Partners LLC | 254 | $17.3K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Exchange Traded Concepts, LLC | 260 | $17.7K | 0.00% | −7,768−96.8% | ReducedConverted for a 2-for-1 split |
| Harvest Fund Management Co., Ltd | 294 | $20.0K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Westside Investment Management, Inc. | 300 | $20.4K | 0.01% | −100−25.0% | ReducedConverted for a 2-for-1 split |
| Silvant Capital Management LLC | 304 | $20.9K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 316 | $21.5K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Cambridge Trust Co | 334 | $22.7K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Antonetti Capital Management LLC | 336 | $23.0K | 0.04% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Covestor Ltd | 359 | $24.0K | 0.02% | −13−3.5% | ReducedConverted for a 2-for-1 split |
| Ofi Invest Asset Management | 374 | $24.0K | 0.00% | +374 | New |
| Leonteq Securities AG | 366 | $24.9K | 0.00% | −638−63.5% | ReducedConverted for a 2-for-1 split |
| PrairieView Partners, LLC | 376 | $25.0K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |