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 2024
Institutional positions in Sempra as of Mar 31, 2024. 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
- 1,044
- +15 vs. Q4 2023
- Shares held
- 562.8M
- −3.09M (−0.5%) vs. Q4 2023
- Total value
- $40.5B
- −$1.78B (−4.2%) vs. Q4 2023
- New holders
- 110
- 382 more added
- Sold out
- 95
- 368 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 6 | $431 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 8 | $575 | 0.00% | +4+100.0% | Added |
| WestEnd Advisors, LLC | 10 | $718 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $719 | 0.00% | +5+100.0% | Added |
| Jamison Private Wealth Management, Inc. | 10 | $719 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 10 | $765 | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $1.01K | 0.00% | +6+75.0% | Added |
| Iron Horse Wealth Management, LLC | 18 | $1.29K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 24 | $1.72K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 26 | $1.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $2.08K | 0.00% | +3+11.5% | Added |
| Carolinas Wealth Consulting LLC | 33 | $2.39K | 0.00% | +5+17.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 36 | $2.59K | 0.00% | +10+38.5% | Added |
| Rakuten Securities, Inc. | 36 | $2.59K | 0.00% | +10+38.5% | Added |
| Glen Eagle Advisors, LLC | 36 | $2.60K | 0.00% | −134−78.8% | Reduced |
| Creative Financial Designs Inc | 38 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $2.77K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 51 | $3.00K | 0.00% | −2,862−98.2% | Reduced |
| Highline Wealth Partners LLC | 44 | $3.16K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 47 | $3.38K | 0.00% | +47 | New |
| Criterion Capital Advisors, LLC | 48 | $3.45K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 48 | $3.45K | 0.00% | +8+20.0% | Added |
| Halpern Financial, Inc. | 50 | $3.55K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 50 | $3.56K | 0.00% | +50 | New |
| Global Wealth Strategies & Associates | 50 | $3.59K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 52 | $3.73K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 54 | $3.89K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 55 | $3.95K | 0.00% | +3+5.8% | Added |
| Sugarloaf Wealth Management, LLC | 56 | $4.02K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 56 | $4.02K | 0.00% | +5+9.8% | Added |
| Estabrook Capital Management | 64 | $4.60K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 66 | $4.74K | 0.00% | −1,480−95.7% | Reduced |
| Planning Capital Management Corp | 67 | $4.81K | 0.00% | +21+45.7% | Added |
| Aspect Partners, LLC | 68 | $4.88K | 0.00% | −12−15.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 69 | $4.96K | 0.00% | −80−53.7% | Reduced |
| HighMark Wealth Management LLC | 71 | $5.10K | 0.00% | +14+24.6% | Added |
| Fortitude Family Office, LLC | 72 | $5.17K | 0.00% | −23−24.2% | Reduced |
| Old Point Trust & Financial Services N A | 76 | $5.46K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 78 | $5.60K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 87 | $6.00K | 0.00% | +87 | New |
| Caldwell Sutter Capital, Inc. | 84 | $6.03K | 0.00% | +18+27.3% | Added |
| Webster Bank, N. A. | 85 | $6.11K | 0.00% | +54+174.2% | Added |
| CBIZ Investment Advisory Services, LLC | 91 | $6.52K | 0.00% | +91 | New |
| Eagle Bay Advisors LLC | 94 | $6.81K | 0.00% | +94 | New |
| Global Financial Private Client, LLC | 96 | $6.85K | 0.00% | +36+60.0% | Added |
| DiNuzzo Private Wealth, Inc. | 97 | $6.97K | 0.00% | +1+1.0% | Added |
| Resources Management Corp | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 98 | $7.04K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $7.18K | 0.00% | −600−85.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 102 | $7.33K | 0.00% | +102 | New |
| WR Wealth Planners, LLC | 104 | $7.47K | 0.00% | +104 | New |
| Hollencrest Capital Management | 108 | $7.76K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 118 | $8.08K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 120 | $8.62K | 0.01% | +120 | New |
| Armstrong Advisory Group, Inc | 116 | $8.67K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 133 | $9.55K | 0.00% | +3+2.3% | Added |
| CGC Financial Services, LLC | 138 | $9.91K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 138 | $9.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 145 | $10.0K | 0.00% | −60−29.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 152 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 159 | $11.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 153 | $11.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 158 | $11.3K | 0.00% | +158 | New |
| Bell Investment Advisors, Inc | 161 | $11.6K | 0.00% | −60−27.1% | Reduced |
| Private Ocean, LLC | 166 | $11.9K | 0.00% | −156−48.4% | Reduced |
| Key Financial Inc | 168 | $12.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 171 | $12.3K | 0.00% | +171 | New |
| Raleigh Capital Management Inc. | 177 | $12.7K | 0.01% | +79+80.6% | Added |
| CNB Bank | 182 | $13.1K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 188 | $13.6K | 0.00% | −137−42.2% | Reduced |
| GW&K Investment Management, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 198 | $14.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $14.4K | 0.00% | +80+66.7% | Added |
| New England Capital Financial Advisors LLC | 205 | $14.7K | 0.01% | +2+1.0% | Added |
| Harbor Investment Advisory, LLC | 216 | $15.5K | 0.00% | −7,898−97.3% | Reduced |
| City State Bank | 222 | $16.0K | 0.01% | +222 | New |
| Logan Capital Management Inc | 224 | $16.1K | 0.00% | −13−5.5% | Reduced |
| United Community Bank | 230 | $16.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 237 | $17.0K | 0.00% | −18−7.1% | Reduced |
| Bogart Wealth, LLC | 240 | $17.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 255 | $18.3K | 0.00% | −164−39.1% | Reduced |
| NVWM, LLC | 255 | $18.5K | 0.01% | +3+1.2% | Added |
| Manchester Capital Management LLC | 261 | $18.7K | 0.00% | +100+62.1% | Added |
| Versant Capital Management, Inc | 278 | $20.0K | 0.01% | +75+36.9% | Added |
| Hanson & Doremus Investment Management | 282 | $20.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 304 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 326 | $23.4K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 334 | $24.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 336 | $24.1K | 0.01% | +336 | New |