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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 2024

Institutional positions in Sempra as of Sep 30, 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
1,105
+79 vs. Q2 2024
Shares held
573.4M
+65.8M (+13.0%) vs. Q2 2024
Total value
$47.9B
+$9.33B (+24.2%) vs. Q2 2024
New holders
142
437 more added
Sold out
63
332 more reduced

14 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 2024: 1,105 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 2024: $47.9B
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 2024

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q2 2024.

Institutions holding SRE in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Mendota Financial Group, LLC1$840.00%+1New
West Branch Capital LLC2$1680.00%−1,017−99.8%Reduced
ClariVest Asset Management LLC5$3800.00%00.0%Unchanged
Ancora Advisors, LLC5$4180.00%+5New
GPS Wealth Strategies Group, LLC5$4180.00%+5New
Strengthening Families & Communities, LLC7$5850.00%00.0%Unchanged
WestEnd Advisors, LLC8$6690.00%−1−11.1%Reduced
Claris Advisors, LLC8$6690.00%+8New
Belpointe Asset Management LLC9$7530.00%00.0%Unchanged
Tortoise Investment Management, LLC9$7530.00%+9New
Wolff Wiese Magana LLC10$8370.00%00.0%Unchanged
Valued Wealth Advisors LLC11$9270.00%+11New
Acadian Asset Management LLC22$1.00K0.00%−15,160−99.9%Reduced
Atlas Capital Advisors LLC14$1.17K0.00%00.0%Unchanged
Webster Bank, N. A.18$1.50K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC18$1.50K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC18$1.50K0.00%+8+80.0%Added
True Wealth Design, LLC19$1.59K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc26$2.17K0.00%−154−85.6%Reduced
Creekmur Asset Management LLC26$2.17K0.00%00.0%Unchanged
Fairman Group, LLC26$2.19K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.28$2.34K0.00%+8+40.0%Added
SJS Investment Consulting Inc.29$2.43K0.00%00.0%Unchanged
Truvestments Capital LLC32$2.63K0.00%+32New
Peterson Financial Group, Inc.39$3.23K0.01%+39New
Painted Porch Advisors LLC42$3.51K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC48$3.65K0.00%00.0%Unchanged
Hartford Financial Management Inc.47$3.93K0.00%00.0%Unchanged
Penserra Capital Management LLC54$4.00K0.00%+3+5.9%Added
Carolinas Wealth Consulting LLC48$4.04K0.00%+15+45.5%Added
Kayne Anderson Rudnick Investment Management LLC49$4.10K0.00%00.0%Unchanged
Halpern Financial, Inc.50$4.17K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC50$4.18K0.00%00.0%Unchanged
Global Wealth Strategies & Associates50$4.18K0.00%00.0%Unchanged
TFC Financial Management52$4.35K0.00%00.0%Unchanged
Old Second National Bank of Aurora52$4.35K0.00%00.0%Unchanged
First Pacific Financial54$4.52K0.00%−48−47.1%Reduced
Estabrook Capital Management64$5.35K0.00%00.0%Unchanged
Highline Wealth Partners LLC66$5.50K0.00%+17+34.7%Added
Addison Advisors LLC72$6.02K0.00%−58−44.6%Reduced
Aspect Partners, LLC74$6.19K0.00%+6+8.8%Added
Old Point Trust & Financial Services N A76$6.36K0.00%00.0%Unchanged
JNBA Financial Advisors78$6.52K0.00%00.0%Unchanged
Avion Wealth84$7.00K0.00%+6+7.7%Added
Caldwell Sutter Capital, Inc.84$7.03K0.00%00.0%Unchanged
HighMark Wealth Management LLC85$7.11K0.00%−3−3.4%Reduced
Kiely Wealth Advisory Group, Inc.78$7.20K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC90$7.50K0.00%+6+7.1%Added
Compass Wealth Management LLC90$7.53K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.90$7.53K0.00%+90New
CBIZ Investment Advisory Services, LLC90$7.64K0.00%−1−1.1%Reduced
TCTC Holdings, LLC92$7.69K0.00%−104−53.1%Reduced
Fortitude Family Office, LLC97$8.11K0.00%00.0%Unchanged
Westside Investment Management, Inc.100$8.36K0.00%−100−50.0%Reduced
Brown, Lisle/Cummings, Inc.100$8.36K0.00%00.0%Unchanged
NBT Bank N A100$8.36K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$8.36K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.104$8.70K0.00%+2+2.0%Added
Sachetta, LLC109$9.12K0.00%00.0%Unchanged
WR Wealth Planners, LLC114$9.53K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc116$9.70K0.00%00.0%Unchanged
Global Financial Private Client, LLC122$10.2K0.00%+26+27.1%Added
Oarsman Capital, Inc.123$10.3K0.00%+123New
Dunhill Financial, LLC125$10.4K0.01%+65+108.3%Added
West Oak Capital, LLC130$10.9K0.00%00.0%Unchanged
Eagle Bay Advisors LLC131$11.0K0.00%00.0%Unchanged
St Germain D J Co Inc133$11.1K0.00%+3+2.3%Added
Capital Performance Advisors LLP135$11.3K0.00%+135New
CGC Financial Services, LLC138$11.5K0.00%00.0%Unchanged
Abound Wealth Management146$12.2K0.00%−2−1.4%Reduced
DHJJ Financial Advisors, Ltd.150$12.5K0.00%00.0%Unchanged
Raffa Wealth Management, LLC152$12.7K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.156$13.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc158$13.2K0.00%−13−7.6%Reduced
Key Financial Inc168$14.1K0.00%00.0%Unchanged
Washington Trust Co171$14.3K0.00%00.0%Unchanged
CNB Bank182$15.2K0.01%00.0%Unchanged
Catalyst Capital Advisors LLC182$15.2K0.00%+182New
Annis Gardner Whiting Capital Advisors, LLC188$15.8K0.00%−14−6.9%Reduced
Northwest Capital Management Inc198$16.6K0.01%00.0%Unchanged
Jefferies Financial Group Inc.199$16.6K0.00%+199New
Riggs Asset Managment Co. Inc.200$16.7K0.00%00.0%Unchanged
Raleigh Capital Management Inc.201$16.8K0.01%+14+7.5%Added
Sugarloaf Wealth Management, LLC202$16.9K0.00%+146+260.7%Added
New England Capital Financial Advisors LLC205$17.1K0.01%00.0%Unchanged
Fairscale Capital, LLC208$17.5K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC214$17.9K0.00%+5+2.4%Added
City State Bank222$18.6K0.01%00.0%Unchanged
Aster Capital Management (DIFC) Ltd222$18.6K0.00%+222New
Riverview Trust Co224$18.7K0.02%−260−53.7%Reduced
Logan Capital Management Inc224$18.7K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.227$19.0K0.01%+227New
Concord Wealth Partners240$20.1K0.00%+2+0.8%Added
Bogart Wealth, LLC240$20.1K0.00%00.0%Unchanged
Quarry LP241$20.2K0.01%+241New
Motco245$20.5K0.00%−833−77.3%Reduced
United Community Bank255$21.3K0.01%+25+10.9%Added
FinTrust Capital Advisors, LLC260$21.7K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC251$23.1K0.01%+251New
Legacy Wealth Managment, LLC251$23.1K0.01%+251New