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 |
|---|---|---|---|---|---|
| Conning Inc. | 3,980 | $270.8K | 0.01% | −100−2.5% | ReducedConverted for a 2-for-1 split |
| 626 Financial, LLC | 3,996 | $271.8K | 0.18% | +28+0.7% | AddedConverted for a 2-for-1 split |
| Crestwood Advisors Group LLC | 4,008 | $272.7K | 0.01% | +634+18.8% | AddedConverted for a 2-for-1 split |
| Boston Private Wealth LLC | 4,012 | $273.0K | 0.01% | −220−5.2% | ReducedConverted for a 2-for-1 split |
| Krane Funds Advisors LLC | 4,009 | $273.0K | 0.01% | −2,885−41.8% | ReducedConverted for a 2-for-1 split |
| Signature Wealth Management Partners, LLC | 4,020 | $273.5K | 0.27% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Truepoint, Inc. | 4,033 | $274.4K | 0.01% | +4,033 | New |
| Clarius Group, LLC | 4,103 | $279.1K | 0.03% | −1,059−20.5% | ReducedConverted for a 2-for-1 split |
| Von Berge Wealth Management Group, LLC | 4,113 | $279.8K | 0.24% | 00.0% | UnchangedConverted for a 2-for-1 split |
| We Are One Seven, LLC | 4,140 | $281.6K | 0.02% | +202+5.1% | AddedConverted for a 2-for-1 split |
| Merit Financial Group, LLC | 4,176 | $284.1K | 0.01% | −620−12.9% | ReducedConverted for a 2-for-1 split |
| NWF Advisory Services Inc. | 4,210 | $286.4K | 0.07% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Robertson Stephens Wealth Management, LLC | 4,178 | $286.7K | 0.02% | +1,186+39.6% | AddedConverted for a 2-for-1 split |
| Kingsview Wealth Management, LLC | 4,248 | $289.0K | 0.01% | +312+7.9% | AddedConverted for a 2-for-1 split |
| Pointe Capital Management LLC | 4,264 | $290.1K | 0.23% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Sunbelt Securities, Inc. | 4,268 | $290.3K | 0.04% | +54+1.3% | AddedConverted for a 2-for-1 split |
| Applied Finance Capital Management, LLC | 4,302 | $292.7K | 0.03% | +276+6.9% | AddedConverted for a 2-for-1 split |
| Frisch Financial Group, Inc. | 4,334 | $295.0K | 0.12% | −1,524−26.0% | ReducedConverted for a 2-for-1 split |
| Daymark Wealth Partners, LLC | 4,348 | $295.8K | 0.02% | −128−2.9% | ReducedConverted for a 2-for-1 split |
| Appleton Partners Inc | 4,370 | $297.0K | 0.03% | −3,800−46.5% | ReducedConverted for a 2-for-1 split |
| Abn Amro Investment Solutions | 4,391 | $298.7K | 0.01% | +4,391 | New |
| Tiaa Trust, National Association | 4,406 | $299.7K | 0.00% | +4,406 | New |
| Tucker Asset Management LLC | 4,429 | $301.3K | 0.08% | +169+4.0% | AddedConverted for a 2-for-1 split |
| Rosenberg Matthew Hamilton | 4,446 | $302.5K | 0.10% | +194+4.6% | AddedConverted for a 2-for-1 split |
| Pallas Capital Advisors LLC | 4,359 | $302.9K | 0.02% | +4,359 | New |
| Fingerlakes Wealth Management, Inc. | 4,456 | $303.1K | 0.37% | −1,154−20.6% | ReducedConverted for a 2-for-1 split |
| Marble Harbor Investment Counsel, LLC | 4,500 | $306.1K | 0.04% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Los Angeles Capital Management LLC | 4,536 | $308.6K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Wealthspire Advisors, LLC | 4,542 | $309.0K | 0.01% | −906−16.6% | ReducedConverted for a 2-for-1 split |
| Wealthsource Partners, LLC | 4,563 | $310.5K | 0.02% | +35+0.8% | AddedConverted for a 2-for-1 split |
| Hartford Funds Management Co LLC | 4,568 | $310.7K | 0.03% | +418+10.1% | AddedConverted for a 2-for-1 split |
| Mraz, Amerine & Associates, Inc. | 4,591 | $312.3K | 0.07% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Global Retirement Partners, LLC | 4,704 | $312.7K | 0.02% | +388+9.0% | AddedConverted for a 2-for-1 split |
| Associated Banc-Corp | 4,600 | $312.9K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| UniSuper Management Pty Ltd | 4,600 | $312.9K | 0.00% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Capital Advisors Inc | 4,604 | $313.2K | 0.01% | −264−5.4% | ReducedConverted for a 2-for-1 split |
| Nwam LLC | 4,609 | $313.6K | 0.03% | +4,609 | New |
| Integrated Advisors Network LLC | 4,613 | $313.8K | 0.02% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Graypoint LLC | 4,663 | $317.2K | 0.03% | +109+2.4% | AddedConverted for a 2-for-1 split |
| Farther Finance Advisors, LLC | 4,696 | $319.5K | 0.05% | +4,358+1,289.3% | AddedConverted for a 2-for-1 split |
| Manchester Financial Inc | 4,709 | $320.4K | 0.09% | −1,263−21.1% | ReducedConverted for a 2-for-1 split |
| Vicus Capital | 4,726 | $321.5K | 0.03% | +4,726 | New |
| Sequoia Financial Advisors, LLC | 4,735 | $322.1K | 0.01% | +31+0.7% | AddedConverted for a 2-for-1 split |
| Rothschild Investment Corp | 4,750 | $323.0K | 0.03% | +390+8.9% | AddedConverted for a 2-for-1 split |
| Householder Group Estate & Retirement Specialist, LLC | 4,753 | $323.4K | 0.12% | +4,753 | New |
| FineMark National Bank & Trust | 4,766 | $324.2K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Drive Wealth Management, LLC | 4,726 | $324.5K | 0.12% | −1,476−23.8% | ReducedConverted for a 2-for-1 split |
| Stratos Wealth Advisors, LLC | 4,776 | $324.9K | 0.02% | −210−4.2% | ReducedConverted for a 2-for-1 split |
| Wedmont Private Capital | 4,746 | $325.1K | 0.03% | −254−5.1% | ReducedConverted for a 2-for-1 split |
| Transcend Wealth Collective, LLC | 4,814 | $327.5K | 0.03% | +762+18.8% | AddedConverted for a 2-for-1 split |
| Cullen/Frost Bankers, Inc. | 4,834 | $328.8K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Financial Designs Corp | 4,874 | $331.6K | 0.25% | +4,874 | New |
| AIMZ Investment Advisors, LLC | 4,910 | $334.0K | 0.15% | 00.0% | UnchangedConverted for a 2-for-1 split |
| King Luther Capital Management Corp | 4,916 | $334.4K | 0.00% | −728−12.9% | ReducedConverted for a 2-for-1 split |
| IHT Wealth Management, LLC | 5,021 | $341.6K | 0.02% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Brown Advisory Inc | 5,049 | $343.5K | 0.00% | +687+15.7% | AddedConverted for a 2-for-1 split |
| Cornerstone Wealth Management, LLC | 5,052 | $343.7K | 0.03% | +120+2.4% | AddedConverted for a 2-for-1 split |
| Harbour Investments, Inc. | 5,054 | $343.8K | 0.02% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Cedrus LLC | 5,068 | $344.8K | 0.25% | +646+14.6% | AddedConverted for a 2-for-1 split |
| Fort Washington Investment Advisors Inc | 5,098 | $346.8K | 0.00% | +228+4.7% | AddedConverted for a 2-for-1 split |
| InterOcean Capital Group, LLC | 5,100 | $347.0K | 0.01% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Benedetti & Gucer, Inc. | 5,100 | $347.0K | 0.19% | +200+4.1% | AddedConverted for a 2-for-1 split |
| Achmea Investment Management B.V. | 5,098 | $347.0K | 0.01% | −44,970−89.8% | ReducedConverted for a 2-for-1 split |
| Leo H. Evart, Inc. | 5,130 | $349.0K | 0.54% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Perennial Investment Advisors, LLC | 5,134 | $349.3K | 0.06% | −1,286−20.0% | ReducedConverted for a 2-for-1 split |
| Fulton Bank, N.A. | 5,152 | $350.5K | 0.02% | +126+2.5% | AddedConverted for a 2-for-1 split |
| Polaris Wealth Advisory Group, LLC | 5,158 | $350.9K | 0.03% | +5,158 | New |
| AMG National Trust Bank | 5,179 | $352.3K | 0.01% | +79+1.5% | AddedConverted for a 2-for-1 split |
| Siemens Fonds Invest GmbH | 5,204 | $354.0K | 0.04% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Strait & Sound Wealth Management LLC | 5,220 | $355.1K | 0.30% | +5,220 | New |
| Savant Capital, LLC | 5,253 | $357.3K | 0.01% | −311−5.6% | ReducedConverted for a 2-for-1 split |
| Algebris (UK) Ltd | 5,266 | $359.0K | 0.18% | −2,728−34.1% | ReducedConverted for a 2-for-1 split |
| Synovus Financial Corp | 5,321 | $362.0K | 0.00% | −427−7.4% | ReducedConverted for a 2-for-1 split |
| Neumann Capital Management, LLC | 5,347 | $363.7K | 0.16% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Chesapeake Wealth Management | 5,352 | $364.1K | 0.15% | +760+16.6% | AddedConverted for a 2-for-1 split |
| Vance Wealth, Inc. | 5,384 | $366.3K | 0.17% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Presima Inc. | 5,400 | $367.4K | 0.10% | −2,600−32.5% | ReducedConverted for a 2-for-1 split |
| Balentine LLC | 5,467 | $371.9K | 0.01% | −565−9.4% | ReducedConverted for a 2-for-1 split |
| Machina Capital S.A.S. | 5,535 | $376.5K | 0.21% | −5,229−48.6% | ReducedConverted for a 2-for-1 split |
| Weatherly Asset Management L. P. | 5,494 | $377.0K | 0.05% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Cross Staff Investments Inc | 5,600 | $381.0K | 0.37% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Obermeyer Wood Investment Counsel, LLLP | 5,612 | $381.8K | 0.03% | −3,596−39.1% | ReducedConverted for a 2-for-1 split |
| Concentric Capital Strategies, LP | 5,632 | $383.1K | 0.04% | +5,632 | New |
| Sepio Capital, LP | 5,642 | $383.8K | 0.03% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Etesian Wealth Advisors, Inc. | 5,694 | $387.4K | 0.26% | +374+7.0% | AddedConverted for a 2-for-1 split |
| Independent Advisor Alliance | 5,710 | $388.4K | 0.02% | −1,836−24.3% | ReducedConverted for a 2-for-1 split |
| Steward Partners Investment Advisory, LLC | 5,717 | $388.9K | 0.01% | +155+2.8% | AddedConverted for a 2-for-1 split |
| Evergreen Capital Management LLC | 5,672 | $389.3K | 0.02% | −704−11.0% | ReducedConverted for a 2-for-1 split |
| Petra Financial Advisors Inc | 5,732 | $389.9K | 0.33% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Heartland Bank & Trust Co | 5,740 | $390.5K | 0.31% | +100+1.8% | AddedConverted for a 2-for-1 split |
| Sompo Asset Management Co., Ltd. | 5,800 | $394.6K | 0.09% | +1,860+47.2% | AddedConverted for a 2-for-1 split |
| Redhawk Wealth Advisors, Inc. | 5,902 | $401.5K | 0.13% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Credit Agricole S A | 5,919 | $402.7K | 0.01% | +5,919 | New |
| Benjamin F. Edwards & Company, Inc. | 5,926 | $403.0K | 0.02% | 00.0% | UnchangedConverted for a 2-for-1 split |
| HCR Wealth Advisors | 5,925 | $403.1K | 0.09% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Financial Perspectives, Inc | 5,952 | $404.9K | 0.19% | +46+0.8% | AddedConverted for a 2-for-1 split |
| GYL Financial Synergies, LLC | 5,976 | $406.5K | 0.04% | 00.0% | UnchangedConverted for a 2-for-1 split |
| NEOS Investment Management LLC | 5,981 | $406.9K | 0.05% | +5,981 | New |
| Searle & Co. | 6,000 | $408.2K | 0.14% | 00.0% | UnchangedConverted for a 2-for-1 split |
| Opus Capital Group, LLC | 6,009 | $409.0K | 0.07% | +137+2.3% | AddedConverted for a 2-for-1 split |