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 |
|---|---|---|---|---|---|
| West Wealth Group, LLC | 11,034 | $792.6K | 0.29% | +87+0.8% | Added |
| Ossiam | 11,006 | $790.6K | 0.01% | +4,436+67.5% | Added |
| Stonegate Investment Group, LLC | 10,769 | $773.5K | 0.02% | +954+9.7% | Added |
| Old National Bancorp | 10,760 | $772.9K | 0.02% | −90−0.8% | Reduced |
| Prudential PLC | 10,721 | $770.1K | 0.01% | −33,039−75.5% | Reduced |
| Sherbrooke Park Advisers LLC | 10,572 | $759.4K | 0.15% | +1,931+22.3% | Added |
| Congress Wealth Management LLC | 10,535 | $756.8K | 0.01% | +10,535 | New |
| HighPoint Advisor Group LLC | 9,799 | $756.0K | 0.05% | +25+0.3% | Added |
| Bleakley Financial Group, LLC | 10,510 | $754.9K | 0.02% | +832+8.6% | Added |
| Proequities, Inc. | 10,414 | $754.2K | 0.05% | +485+4.9% | Added |
| Simplicity Wealth,LLC | 10,492 | $753.6K | 0.02% | +10,492 | New |
| Change Path, LLC | 10,477 | $753.0K | 0.03% | +6,620+171.6% | Added |
| Apollon Wealth Management, LLC | 10,384 | $745.9K | 0.02% | −857−7.6% | Reduced |
| Intrua Financial, LLC | 10,378 | $745.4K | 0.12% | +10,378 | New |
| Diligent Investors, LLC | 10,330 | $742.0K | 0.19% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10,265 | $737.3K | 0.19% | +441+4.5% | Added |
| Spirit of America Management Corp | 10,250 | $736.3K | 0.15% | +200+2.0% | Added |
| HB Wealth Management, LLC | 10,214 | $733.7K | 0.01% | −633−5.8% | Reduced |
| CIBC Private Wealth Group, LLC | 10,281 | $733.6K | 0.00% | +879+9.3% | Added |
| My Legacy Advisors, LLC | 10,208 | $733.2K | 0.25% | −64−0.6% | Reduced |
| Investment Management Corp of Ontario | 10,187 | $731.7K | 0.02% | −4,500−30.6% | Reduced |
| BKD Wealth Advisors, LLC | 10,185 | $731.6K | 0.02% | +172+1.7% | Added |
| Quaero Capital S.A. | 10,130 | $727.6K | 1.13% | −2,950−22.6% | Reduced |
| Ignite Planners, LLC | 10,100 | $720.8K | 0.20% | −1,852−15.5% | Reduced |
| Asset Dedication, LLC | 9,949 | $718.0K | 0.05% | −9,162−47.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,993 | $717.8K | 0.04% | +4,381+78.1% | Added |
| Westmount Partners, LLC | 9,990 | $717.5K | 0.26% | −549−5.2% | Reduced |
| Empowered Funds, LLC | 9,896 | $710.8K | 0.01% | +1,970+24.9% | Added |
| Cooper Financial Group | 9,692 | $696.2K | 0.11% | +1,157+13.6% | Added |
| Cohen Klingenstein LLC | 9,600 | $689.6K | 0.03% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 9,565 | $687.1K | 0.15% | −3,993−29.5% | Reduced |
| Lincoln National Corp | 9,495 | $682.1K | 0.01% | +398+4.4% | Added |
| Mechanics Bank Trust Department | 9,490 | $681.7K | 0.10% | −692−6.8% | Reduced |
| Strategic Investment Advisors | 9,402 | $675.3K | 0.09% | +181+2.0% | Added |
| Campbell & CO Investment Adviser LLC | 9,326 | $669.9K | 0.06% | +4,721+102.5% | Added |
| Gradient Investments LLC | 9,295 | $667.7K | 0.02% | −4,176−31.0% | Reduced |
| Gilman Hill Asset Management, LLC | 9,158 | $657.8K | 0.12% | −175−1.9% | Reduced |
| Worldquant Millennium Advisors LLC | 9,154 | $657.5K | 0.01% | +6,034+193.4% | Added |
| TD Private Client Wealth LLC | 9,127 | $655.6K | 0.02% | −37−0.4% | Reduced |
| Fox Run Management, L.L.C. | 9,080 | $652.2K | 0.14% | +9,080 | New |
| Parallel Advisors, LLC | 9,065 | $651.2K | 0.02% | −195−2.1% | Reduced |
| Winton Group Ltd | 9,039 | $649.3K | 0.05% | −347,956−97.5% | Reduced |
| Bessemer Group Inc | 9,034 | $649.0K | 0.00% | +690+8.3% | Added |
| Gotham Asset Management, LLC | 9,024 | $648.2K | 0.01% | +4,666+107.1% | Added |
| Banco Santander, S.A. | 9,022 | $648.0K | 0.01% | +9,022 | New |
| Whittier Trust Co of Nevada Inc | 8,975 | $644.7K | 0.02% | +67+0.8% | Added |
| Aveo Capital Partners, LLC | 8,795 | $641.3K | 0.07% | +357+4.2% | Added |
| Vident Advisory, LLC | 8,818 | $633.5K | 0.01% | +4,072+85.8% | Added |
| Cohen Capital Management, Inc. | 8,800 | $632.1K | 0.11% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 8,783 | $630.9K | 0.03% | −870−9.0% | Reduced |
| Moneta Group Investment Advisors LLC | 8,774 | $630.2K | 0.01% | +291+3.4% | Added |
| Grove Bank & Trust | 8,750 | $628.5K | 0.11% | +7,992+1,054.4% | Added |
| Claro Advisors LLC | 8,709 | $625.6K | 0.11% | −69−0.8% | Reduced |
| Coppell Advisory Solutions Corp. | 8,648 | $621.2K | 0.12% | +8,648 | New |
| Prudent Man Advisors, LLC | 8,605 | $618.1K | 0.23% | −138−1.6% | Reduced |
| Venturi Wealth Management, LLC | 8,554 | $614.5K | 0.04% | −718−7.7% | Reduced |
| Private Advisor Group, LLC | 8,528 | $612.6K | 0.00% | −1,103−11.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,506 | $611.0K | 0.01% | +5+0.1% | Added |
| Stevens Capital Management LP | 8,488 | $610.0K | 0.12% | +8,488 | New |
| Mendel Money Management | 8,428 | $605.4K | 0.28% | +884+11.7% | Added |
| Meeder Advisory Services, Inc. | 8,316 | $597.3K | 0.06% | −543−6.1% | Reduced |
| Salem Investment Counselors Inc | 8,080 | $585.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 8,104 | $582.1K | 0.00% | −895−9.9% | Reduced |
| Oak Grove Capital LLC | 8,100 | $581.8K | 0.16% | 00.0% | Unchanged |
| Greenleaf Trust | 8,071 | $579.7K | 0.01% | −991−10.9% | Reduced |
| Smith, Moore & Co. | 7,872 | $565.4K | 0.06% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 7,826 | $562.1K | 0.08% | +1,236+18.8% | Added |
| Cookson Peirce & Co Inc | 7,821 | $562.0K | 0.03% | +305+4.1% | Added |
| Qtron Investments LLC | 7,651 | $549.6K | 0.08% | +7,651 | New |
| Safeguard Investment Advisory Group, LLC | 7,621 | $547.4K | 0.19% | −53−0.7% | Reduced |
| Zacks Investment Management | 7,468 | $536.4K | 0.01% | −9−0.1% | Reduced |
| Rockland Trust Co | 7,437 | $534.2K | 0.03% | −236,767−97.0% | Reduced |
| Iams Wealth Management, LLC | 7,552 | $533.7K | 0.33% | +699+10.2% | Added |
| Buckingham Strategic Wealth, LLC | 7,399 | $531.5K | 0.01% | +280+3.9% | Added |
| Brighton Jones LLC | 7,261 | $521.5K | 0.02% | +822+12.8% | Added |
| Ariston Services Group | 7,240 | $520.0K | 0.50% | 00.0% | Unchanged |
| Capula Management Ltd | 7,231 | $519.4K | 0.02% | +7,231 | New |
| Centaurus Financial, Inc. | 7,188 | $516.0K | 0.04% | +109+1.5% | Added |
| Avantax Planning Partners, Inc. | 7,172 | $515.2K | 0.02% | +3,445+92.4% | Added |
| Cary Street Partner Investment Advisory LLC | 6,941 | $498.6K | 0.02% | +6,941 | New |
| Ameritas Investment Partners, Inc. | 6,938 | $498.3K | 0.02% | −185−2.6% | Reduced |
| MAI Capital Management | 6,936 | $498.2K | 0.01% | −359−4.9% | Reduced |
| Inceptionr LLC | 6,934 | $498.1K | 0.13% | +6,934 | New |
| Evergreen Capital Management LLC | 6,835 | $495.0K | 0.02% | +581+9.3% | Added |
| Wealth Alliance | 6,841 | $491.4K | 0.06% | −350−4.9% | Reduced |
| Advanced Portfolio Management, LLC | 6,769 | $490.4K | 0.93% | +6,769 | New |
| Csenge Advisory Group | 6,806 | $488.9K | 0.03% | +499+7.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,798 | $488.3K | 0.21% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,789 | $487.7K | 0.02% | +84+1.3% | Added |
| Avantax Advisory Services, Inc. | 6,776 | $486.7K | 0.00% | −1,696−20.0% | Reduced |
| Atomi Financial Group, Inc. | 6,758 | $485.4K | 0.04% | +2,992+79.4% | Added |
| Sunbelt Securities, Inc. | 6,676 | $479.5K | 0.05% | +2,372+55.1% | Added |
| Stanley-Laman Group, Ltd. | 6,642 | $477.1K | 0.07% | +291+4.6% | Added |
| Cigna Investments Inc | 6,625 | $476.0K | 0.09% | −87−1.3% | Reduced |
| Greenline Partners, LLC | 6,578 | $472.5K | 0.08% | −1,728−20.8% | Reduced |
| Siemens Fonds Invest GmbH | 6,570 | $471.9K | 0.04% | −253−3.7% | Reduced |
| Principal Securities, Inc. | 6,537 | $469.6K | 0.01% | +205+3.2% | Added |
| MGB Wealth Management, LLC | 6,500 | $466.9K | 0.19% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,486 | $465.9K | 0.05% | +6,486 | New |
| Farther Finance Advisors, LLC | 6,522 | $465.4K | 0.03% | +446+7.3% | Added |