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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, 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.

Institutional holdersQ3 2023: 984 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 heldQ3 2023: $36.9B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q2 2023.

Institutions holding SRE in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
West Wealth Group, LLC10,855$738.5K0.32%+87+0.8%AddedConverted for a 2-for-1 split
Old National Bancorp10,970$746.3K0.02%−70−0.6%ReducedConverted for a 2-for-1 split
Stephens Inc11,058$752.3K0.01%+84+0.8%AddedConverted for a 2-for-1 split
Desjardins Global Asset Management Inc.11,174$760.0K0.08%+208+1.9%AddedConverted for a 2-for-1 split
Toews Corp11,200$761.9K0.46%+11,200New
Veriti Management LLC11,319$770.0K0.09%+1,845+19.5%AddedConverted for a 2-for-1 split
Paradigm Financial Partners, LLC11,627$771.3K0.21%+375+3.3%AddedConverted for a 2-for-1 split
Amica Retiree Medical Trust11,604$789.0K0.93%00.0%UnchangedConverted for a 2-for-1 split
Granite Bay Wealth Management, LLC7,917$791.0K0.01%+7,917New
GWM Advisors LLC11,723$797.5K0.01%+3,279+38.8%AddedConverted for a 2-for-1 split
Wetherby Asset Management Inc11,896$809.3K0.05%−806−6.3%ReducedConverted for a 2-for-1 split
Tokio Marine Asset Management Co Ltd12,028$818.3K0.05%+574+5.0%AddedConverted for a 2-for-1 split
Ti-Trust, Inc12,040$819.1K0.78%00.0%UnchangedConverted for a 2-for-1 split
Marion Wealth Management12,110$823.9K0.29%+522+4.5%AddedConverted for a 2-for-1 split
Kornitzer Capital Management Inc12,200$830.0K0.02%00.0%UnchangedConverted for a 2-for-1 split
CWM, LLC12,483$849.0K0.01%−157−1.2%ReducedConverted for a 2-for-1 split
Stableford Capital II LLC11,993$849.1K0.39%+635+5.6%AddedConverted for a 2-for-1 split
HB Wealth Management, LLC12,567$854.9K0.01%+7,331+140.0%AddedConverted for a 2-for-1 split
Graham Capital Management, L.P.12,600$857.2K0.03%+9,506+307.2%AddedConverted for a 2-for-1 split
W.H. Cornerstone Investments Inc.12,633$859.0K0.76%+77+0.6%AddedConverted for a 2-for-1 split
Silvia McColl Wealth Management, LLC12,645$860.2K0.86%−2,913−18.7%ReducedConverted for a 2-for-1 split
Ignite Planners, LLC12,992$860.7K0.26%+12,992New
Man Group plc–$862.7K0.00%––
Raymond James Trust N.A.12,815$871.8K0.03%+2,865+28.8%AddedConverted for a 2-for-1 split
Lester Murray Antman dba SimplyRich12,864$875.0K0.42%00.0%UnchangedConverted for a 2-for-1 split
Chicago Trust Co NA12,944$880.6K0.22%00.0%UnchangedConverted for a 2-for-1 split
Axxcess Wealth Management, LLC13,088$890.4K0.03%−2,414−15.6%ReducedConverted for a 2-for-1 split
Bailard, Inc.13,145$894.3K0.03%+3,113+31.0%AddedConverted for a 2-for-1 split
Alberta Investment Management Corp13,200$898.0K0.01%−101,734−88.5%ReducedConverted for a 2-for-1 split
Gradient Investments LLC13,437$914.1K0.02%−251−1.8%ReducedConverted for a 2-for-1 split
BI Asset Management Fondsmaeglerselskab A/S13,456$915.0K0.02%−2,290−14.5%ReducedConverted for a 2-for-1 split
Dynamic Technology Lab Private Ltd13,529$920.0K0.09%−19,509−59.1%ReducedConverted for a 2-for-1 split
Sumitomo Life Insurance Co13,539$921.1K0.03%−299−2.2%ReducedConverted for a 2-for-1 split
Baker Tilly Wealth Management, LLC13,565$922.8K0.15%−24,541−64.4%ReducedConverted for a 2-for-1 split
Vontobel Holding Ltd.13,602$925.3K0.01%−130,184−90.5%ReducedConverted for a 2-for-1 split
Cetera Advisors LLC13,829$940.8K0.01%−271−1.9%ReducedConverted for a 2-for-1 split
PGGM Investments13,831$941.0K0.02%−24,761−64.2%ReducedConverted for a 2-for-1 split
National Asset Management, Inc.13,766$944.7K0.03%−600−4.2%ReducedConverted for a 2-for-1 split
Toroso Investments, LLC13,905$946.0K0.03%+2,749+24.6%AddedConverted for a 2-for-1 split
Umb Bank N A14,102$959.4K0.02%00.0%UnchangedConverted for a 2-for-1 split
Mirabella Financial Services LLP14,162$963.5K0.14%+10,694+308.4%AddedConverted for a 2-for-1 split
GTS Securities LLC14,288$972.0K0.02%+4,224+42.0%AddedConverted for a 2-for-1 split
Verus Capital Partners, LLC14,540$989.2K0.14%−2,286−13.6%ReducedConverted for a 2-for-1 split
Whittier Trust Co14,616$994.3K0.02%−256−1.7%ReducedConverted for a 2-for-1 split
SCP Investment, LP14,628$995.1K0.76%+14,628New
Zions Bancorporation, N.A.14,629$995.2K0.09%+1,107+8.2%AddedConverted for a 2-for-1 split
Ninepoint Partners LP14,664$997.6K0.11%00.0%UnchangedConverted for a 2-for-1 split
ELCO Management Co., LLC14,958$1.02M0.73%−1,962−11.6%ReducedConverted for a 2-for-1 split
Assenagon Asset Management S.A.14,981$1.02M0.00%−1,449−8.8%ReducedConverted for a 2-for-1 split
Ieq Capital, LLC14,989$1.02M0.02%+489+3.4%AddedConverted for a 2-for-1 split
O'Shaughnessy Asset Management, LLC15,020$1.02M0.02%+1,278+9.3%AddedConverted for a 2-for-1 split
Old Mission Capital LLC15,422$1.05M0.03%+15,422New
Snowden Capital Advisors LLC15,510$1.06M0.04%+346+2.3%AddedConverted for a 2-for-1 split
Engineers Gate Manager LP15,792$1.07M0.04%−11,086−41.2%ReducedConverted for a 2-for-1 split
Golden State Equity Partners15,829$1.08M0.30%+737+4.9%AddedConverted for a 2-for-1 split
Dynamic Advisor Solutions LLC15,876$1.08M0.05%+1,682+11.9%AddedConverted for a 2-for-1 split
Clifford Swan Investment Counsel LLC16,204$1.10M0.05%00.0%UnchangedConverted for a 2-for-1 split
Park Avenue Securities LLC16,480$1.12M0.02%+16,480New
Defined Wealth Management, LLC17,080$1.16M0.99%+1,120+7.0%AddedConverted for a 2-for-1 split
Everence Capital Management Inc17,326$1.18M0.09%−12,520−41.9%ReducedConverted for a 2-for-1 split
CSM Advisors, LLC17,358$1.18M0.10%00.0%UnchangedConverted for a 2-for-1 split
United Services Automobile Association17,457$1.19M0.03%+17,457New
Ossiam17,638$1.20M0.02%+9,400+114.1%AddedConverted for a 2-for-1 split
Kestra Advisory Services, LLC18,044$1.23M0.01%−5,518−23.4%ReducedConverted for a 2-for-1 split
Independent Financial Group, LLC18,365$1.25M0.08%00.0%UnchangedConverted for a 2-for-1 split
Brookmont Capital Management18,411$1.25M0.78%−111−0.6%ReducedConverted for a 2-for-1 split
Independent Solutions Wealth Management, LLC18,432$1.25M0.35%−2,514−12.0%ReducedConverted for a 2-for-1 split
Sandy Spring Bank18,460$1.26M0.07%00.0%UnchangedConverted for a 2-for-1 split
Prospera Financial Services Inc18,592$1.26M0.05%+832+4.7%AddedConverted for a 2-for-1 split
Strategic Investment Advisors18,602$1.27M0.21%+952+5.4%AddedConverted for a 2-for-1 split
Regions Financial Corp18,631$1.27M0.01%−693−3.6%ReducedConverted for a 2-for-1 split
AE Wealth Management LLC18,796$1.28M0.01%+1,600+9.3%AddedConverted for a 2-for-1 split
Diversified Trust Co18,797$1.28M0.05%+15,287+435.5%AddedConverted for a 2-for-1 split
Wedbush Securities Inc18,878$1.28M0.06%+3,704+24.4%AddedConverted for a 2-for-1 split
South Dakota Investment Council19,008$1.29M0.03%−1,400−6.9%ReducedConverted for a 2-for-1 split
Asset Dedication, LLC19,300$1.30M0.11%+916+5.0%AddedConverted for a 2-for-1 split
Wealthfront Advisers LLC19,181$1.30M0.01%−3,327−14.8%ReducedConverted for a 2-for-1 split
Fiduciary Trust Co19,196$1.31M0.02%+1,050+5.8%AddedConverted for a 2-for-1 split
Paradigm Asset Management Co LLC19,400$1.32M0.37%−1,200−5.8%ReducedConverted for a 2-for-1 split
Pensionfund Sabic19,400$1.32M0.46%00.0%UnchangedConverted for a 2-for-1 split
Wintrust Investments LLC19,483$1.32M0.14%+1,263+6.9%AddedConverted for a 2-for-1 split
Northwestern Mutual Investment Management Company, LLC19,863$1.35M0.04%00.0%UnchangedConverted for a 2-for-1 split
Banco Bilbao Vizcaya Argentaria, S.A.19,889$1.35M0.02%+291+1.5%AddedConverted for a 2-for-1 split
Prime Capital Investment Advisors, LLC20,045$1.36M0.03%+9,513+90.3%AddedConverted for a 2-for-1 split
Erste Asset Management GmbH20,366$1.38M0.02%+298+1.5%AddedConverted for a 2-for-1 split
Stock Yards Bank & Trust Co20,404$1.39M0.05%+370+1.8%AddedConverted for a 2-for-1 split
MKT Advisors LLC21,290$1.39M1.05%00.0%UnchangedConverted for a 2-for-1 split
Larson Financial Group LLC20,707$1.41M0.14%+383+1.9%AddedConverted for a 2-for-1 split
Mutual Advisors, LLC20,857$1.42M0.06%00.0%UnchangedConverted for a 2-for-1 split
Meiji Yasuda Life Insurance Co20,970$1.43M0.04%−230−1.1%ReducedConverted for a 2-for-1 split
Private Asset Management Inc21,000$1.43M0.34%00.0%UnchangedConverted for a 2-for-1 split
Arden Trust Co21,365$1.45M0.24%−6,881−24.4%ReducedConverted for a 2-for-1 split
Perigon Wealth Management, LLC21,390$1.46M0.06%−1,532−6.7%ReducedConverted for a 2-for-1 split
Spotlight Asset Group, Inc.21,419$1.46M1.32%00.0%UnchangedConverted for a 2-for-1 split
Sowell Financial Services LLC21,295$1.46M0.09%+297+1.4%AddedConverted for a 2-for-1 split
Empirical Finance, LLC21,503$1.46M0.11%+2,129+11.0%AddedConverted for a 2-for-1 split
Kentucky Retirement Systems Insurance Trust Fund21,508$1.46M0.11%−1,082−4.8%ReducedConverted for a 2-for-1 split
Central Trust Co21,640$1.47M0.04%−312−1.4%ReducedConverted for a 2-for-1 split
Jeppson Wealth Management, LLC21,793$1.48M0.68%+2,995+15.9%AddedConverted for a 2-for-1 split
Intact Investment Management Inc.22,400$1.52M0.07%00.0%UnchangedConverted for a 2-for-1 split