Skip to main content

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.

Institutional holdersQ1 2024: 1,044 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 heldQ1 2024: $40.5B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q4 2023.

Institutions holding SRE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Phillips Financial Management, LLC0$00.00%−2,776−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−2,765−100.0%Sold out
Algert Global LLC0$00.00%−2,767−100.0%Sold out
CX Institutional0$00.00%−2,755−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−2,744−100.0%Sold out
Fortress Wealth Management, Inc.0$00.00%−2,740−100.0%Sold out
FC Advisory LLC0$00.00%−2,731−100.0%Sold out
Rehmann Capital Advisory Group0$00.00%−2,695−100.0%Sold out
First Interstate Bank0$00.00%−2,678−100.0%Sold out
Sandia Investment Management LP0$00.00%−2,500−100.0%Sold out
ORG Partners LLC0$00.00%−2,400−100.0%Sold out
Garde Capital, Inc.0$00.00%−2,219−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−2,021−100.0%Sold out
New Millennium Group LLC0$00.00%−1,891−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−1,850−100.0%Sold out
Glassman Wealth Services0$00.00%−1,657−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−1,329−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−1,100−100.0%Sold out
Team Financial Group, LLC0$00.00%−965−100.0%Sold out
BKM Wealth Management, LLC0$00.00%−600−100.0%Sold out
Planned Solutions, Inc.0$00.00%−464−100.0%Sold out
Financial Connections Group, Inc.0$00.00%−458−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−373−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−294−100.0%Sold out
Duncker Streett & Co Inc0$00.00%−150−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−79−100.0%Sold out
Greenwood Gearhart Inc0$00.00%−78−100.0%Sold out
American National Bank0$00.00%−76−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−75−100.0%Sold out
Lee Financial Co0$00.00%−68−100.0%Sold out
Level Financial Advisors, Inc.0$00.00%−61−100.0%Sold out
Vaughan Nelson Investment Management, L.P.0$00.00%−35−100.0%Sold out
Morton Brown Family Wealth, LLC0$00.00%−21−100.0%Sold out
Arlington Trust Co LLC0$00.00%−18−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−12−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−9−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−5−100.0%Sold out
Valued Wealth Advisors LLC0$00.00%−3−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−1−100.0%Sold out
M&G Investment Management Ltd––––Not filed
Golden State Equity Partners––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Sawtooth Solutions, LLC––––Not filed
Alan B. Lancz & Associates, Inc.––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Wealthsource Partners, LLC––––Not filed
DB Wealth Management Group, LLC––––Not filed
DFPG Investments, LLC––––Not filed
Baystate Wealth Management LLC––––Not filed
Bartlett & Co. LLC––––Not filed