Skip to main content
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, Q4 2024

Institutional positions in Sempra as of Dec 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
1,205
+117 vs. Q3 2024
Shares held
585.9M
+14.0M (+2.4%) vs. Q3 2024
Total value
$51.4B
+$3.57B (+7.5%) vs. Q3 2024
New holders
201
444 more added
Sold out
84
374 more reduced

17 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 1,205 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 heldQ4 2024: $51.4B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q3 2024.

Institutions holding SRE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Analysts, LLC857$75.0K0.00%+325+61.1%Added
Quent Capital, LLC865$75.9K0.01%+4+0.5%Added
Orion Capital Management LLC872$76.5K0.03%+872New
GHP Investment Advisors, Inc.894$78.4K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators902$79.1K0.04%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC926$81.0K0.06%−3,956−81.0%Reduced
Creative Capital Management Investments LLC928$81.4K0.03%00.0%Unchanged
Private Wealth Management Group, LLC951$83.4K0.03%+30+3.3%Added
Briaud Financial Planning, Inc980$85.0K0.03%00.0%Unchanged
North Star Investment Management Corp.978$85.8K0.01%+4+0.4%Added
Front Row Advisors LLC973$86.0K0.03%00.0%Unchanged
Versant Capital Management, Inc1,006$88.2K0.02%+561+126.1%Added
Mowery & Schoenfeld Wealth Management, LLC1,008$88.4K0.17%+303+43.0%Added
Park Place Capital Corp1,010$88.6K0.02%00.0%Unchanged
Putney Financial Group LLC1,029$90.2K0.08%+1,029New
Mather Group, LLC.1,029$90.3K0.00%+289+39.1%Added
Quarry LP1,035$90.8K0.02%+794+329.5%Added
Prestige Wealth Management Group LLC1,032$91.2K0.02%00.0%Unchanged
CVA Family Office, LLC1,066$93.5K0.01%+161+17.8%Added
MV Capital Management, Inc.1,069$93.8K0.01%+1+0.1%Added
Gleason Group, Inc.1,074$94.2K0.02%+8+0.8%Added
Hallmark Capital Management Inc1,084$95.1K0.01%00.0%Unchanged
Catalyst Capital Advisors LLC1,088$95.4K0.00%+906+497.8%Added
Beacon Capital Management, LLC1,089$95.5K0.01%+1+0.1%Added
American Capital Advisory, LLC1,110$97.4K0.05%00.0%Unchanged
Parkside Financial Bank & Trust1,153$101.1K0.01%+183+18.9%Added
Adirondack Trust Co1,170$102.6K0.04%00.0%Unchanged
Group One Trading, L.P.1,196$104.9K0.00%+1,196New
Altshuler Shaham Ltd1,204$105.6K0.00%+1,204New
Pin Oak Investment Advisors Inc1,274$107.0K0.10%00.0%Unchanged
Pacific Center for Financial Services1,228$107.7K0.03%00.0%Unchanged
Cherry Tree Wealth Management, LLC1,258$110.4K0.03%00.0%Unchanged
Roble, Belko & Company, Inc1,316$115.0K0.02%−66−4.8%Reduced
Measured Risk Portfolios, Inc.1,343$117.8K0.13%+1,343New
New Millennium Group LLC1,349$118.3K0.07%−15−1.1%Reduced
Tucker Asset Management LLC1,411$123.8K0.01%−386−21.5%Reduced
JDM Financial Group LLC1,415$124.1K0.06%00.0%Unchanged
Core Alternative Capital1,417$124.3K0.03%00.0%Unchanged
General Partner, Inc.1,450$127.2K0.08%00.0%Unchanged
Hexagon Capital Partners LLC1,465$128.5K0.02%+152+11.6%Added
Platinum Investment Management Ltd1,476$129.5K0.01%−190−11.4%Reduced
Cullen/Frost Bankers, Inc.1,488$130.5K0.00%+770+107.2%Added
Kimelman & Baird, LLC1,500$131.6K0.01%00.0%Unchanged
DT Investment Partners, LLC1,515$132.9K0.01%00.0%Unchanged
Ethos Financial Group, LLC1,515$133.8K0.02%+1,515New
Federated Hermes, Inc.1,541$135.2K0.00%−35−2.2%Reduced
Pacifica Partners Inc.1,552$135.2K0.06%00.0%Unchanged
TSFG, LLC1,566$137.0K0.03%00.0%Unchanged
Rocky Mountain Advisers, LLC1,600$140.4K0.04%00.0%Unchanged
Tidemark, LLC1,627$142.7K0.05%00.0%Unchanged
Penserra Capital Management LLC1,659$144.0K0.00%+1,605+2,972.2%Added
Foster Dykema Cabot & Partners, LLC1,636$144.5K0.01%−20−1.2%Reduced
MCF Advisors LLC1,652$145.6K0.01%00.0%Unchanged
Optiver Holding B.V.1,722$151.1K0.00%+968+128.4%Added
Ameriflex Group, Inc.1,855$153.8K0.07%+1,855New
PGGM Investments1,779$156.0K0.00%+1,779New
Washington Trust Advisors, Inc.1,819$159.6K0.01%00.0%Unchanged
Stonebridge Financial Group, LLC1,830$160.5K0.02%+1,830New
SG Americas Securities, LLC1,877$165.0K0.00%−12,155−86.6%Reduced
GeoWealth Management, LLC1,882$165.1K0.01%−160−7.8%Reduced
Golden State Wealth Management, LLC1,952$171.3K0.03%+1,952New
Ronald Blue Trust, Inc.2,015$176.8K0.00%−4,341−68.3%Reduced
McIlrath & Eck, LLC2,022$177.4K0.02%+7+0.3%Added
Cromwell Holdings LLC2,026$179.0K0.10%00.0%Unchanged
ORG Partners LLC2,050$179.8K0.02%00.0%Unchanged
Caldwell Trust Co2,066$181.2K0.02%00.0%Unchanged
Heritage Wealth Advisors2,092$183.5K0.01%00.0%Unchanged
Nemes Rush Group LLC2,106$184.7K0.02%+106+5.3%Added
Massmutual Trust Co FSB2,144$188.1K0.01%−55−2.5%Reduced
HM Payson & Co2,144$188.1K0.00%−12−0.6%Reduced
Richardson Financial Services Inc.2,205$192.6K0.14%−115−5.0%Reduced
Brown Miller Wealth Management, LLC2,286$200.5K0.08%+2,286New
Werba Rubin Papier Wealth Management2,289$200.8K0.05%+2,289New
Sterling Investment Counsel, LLC2,294$201.2K0.13%+2,294New
Triad Wealth Partners, LLC2,295$201.3K0.07%+2,295New
Destination Wealth Management2,295$201.3K0.01%+2,295New
Check Capital Management Inc2,299$201.6K0.01%−1,500−39.5%Reduced
Impact Partnership Wealth, LLC2,300$201.8K0.04%+2,300New
First National Bank Sioux Falls2,320$203.5K0.09%+2,320New
Bull Oak Capital, LLC2,323$203.8K0.11%−2,736−54.1%Reduced
Bell & Brown Wealth Advisors, LLC2,325$204.0K0.08%+2,325New
Dixon Fnancial Services, Inc.2,332$204.6K0.11%+2,332New
Legacy Advisors, LLC2,318$204.7K0.02%−655−22.0%Reduced
Boothbay Fund Management, LLC2,343$205.5K0.01%+2,343New
Sentry Investment Management LLC2,353$206.0K0.10%−383−14.0%Reduced
Platform Technology Partners2,357$206.8K0.06%+2,357New
Dark Forest Capital Management LP2,361$207.1K0.03%−6,622−73.7%Reduced
TCI Wealth Advisors, Inc.2,363$207.3K0.02%−494−17.3%Reduced
Vision Capital Management, Inc.2,374$208.2K0.03%+2,374New
Confluence Wealth Services, Inc.2,524$209.0K0.01%+6+0.2%Added
Lodestone Wealth Management LLC2,384$209.1K0.10%+2,384New
Apella Capital, LLC2,400$210.6K0.01%+2,400New
Bouchey Financial Group Ltd2,394$210.7K0.02%−7−0.3%Reduced
Arbor Wealth Advisors LLC2,408$211.2K0.19%+2+0.1%Added
Diversify Advisory Services, LLC2,684$211.3K0.01%+2,684New
Lindbrook Capital, LLC2,410$211.4K0.02%+124+5.4%Added
PFG Investments, LLC2,426$212.8K0.01%−1,176−32.6%Reduced
Pinnacle Associates Ltd2,426$212.8K0.00%−544−18.3%Reduced
Longboard Asset Management, LP2,427$212.9K0.56%+2,427New
Fingerlakes Wealth Management, Inc.2,439$213.9K0.17%−143−5.5%Reduced