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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Synovus Financial Corp | 6,743 | $591.5K | 0.01% | −103−1.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,745 | $591.7K | 0.39% | −700−9.4% | Reduced |
| Sierra Summit Advisors LLC | 6,754 | $592.5K | 0.12% | +1,631+31.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 6,775 | $594.0K | 0.48% | −435−6.0% | Reduced |
| SCP Investment, LP | 6,800 | $596.5K | 0.46% | +6,800 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,807 | $597.1K | 0.23% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,784 | $599.3K | 0.02% | +110+1.6% | Added |
| Advisory Alpha, LLC | 6,832 | $599.3K | 0.02% | +52+0.8% | Added |
| Checchi Capital Advisers, LLC | 6,835 | $599.6K | 0.04% | +82+1.2% | Added |
| Siemens Fonds Invest GmbH | 6,855 | $600.5K | 0.06% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 6,847 | $600.6K | 0.08% | −6−0.1% | Reduced |
| Heritage Wealth Management, Inc. | 6,867 | $602.4K | 0.20% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 6,900 | $605.3K | 0.61% | −900−11.5% | Reduced |
| Jones Financial Companies LLLP | 6,905 | $605.7K | 0.00% | +3,286+90.8% | Added |
| Legacy Capital Wealth Partners, LLC | 6,907 | $605.8K | 0.15% | −242−3.4% | Reduced |
| Alpha Cubed Investments, LLC | 6,966 | $611.1K | 0.03% | −948−12.0% | Reduced |
| Mariner Investment Group LLC | 7,000 | $614.0K | 0.12% | +7,000 | New |
| Tritonpoint Wealth, LLC | 7,004 | $615.2K | 0.06% | +7,004 | New |
| Mosley Wealth Management | 7,551 | $619.0K | 0.38% | +556+7.9% | Added |
| Aaron Wealth Advisors | 7,111 | $623.8K | 0.07% | −1,193−14.4% | Reduced |
| Ieq Capital, LLC | 7,147 | $626.9K | 0.01% | −11,020−60.7% | Reduced |
| Financial Management Professionals, Inc. | 7,187 | $630.4K | 0.08% | +869+13.8% | Added |
| Ariston Services Group | 7,218 | $633.2K | 0.55% | −10−0.1% | Reduced |
| Brighton Jones LLC | 7,248 | $635.8K | 0.02% | +100+1.4% | Added |
| Signaturefd, LLC | 7,276 | $638.2K | 0.01% | +247+3.5% | Added |
| Wealth Alliance | 7,394 | $648.6K | 0.08% | −148−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 7,423 | $651.1K | 0.02% | +147+2.0% | Added |
| Intrua Financial, LLC | 7,428 | $651.6K | 0.11% | −516−6.5% | Reduced |
| SGL Investment Advisors, Inc. | 7,888 | $654.2K | 0.33% | +41+0.5% | Added |
| Amica Retiree Medical Trust | 7,505 | $658.0K | 0.62% | −653−8.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 7,542 | $661.6K | 0.18% | −82−1.1% | Reduced |
| Smith, Moore & Co. | 7,542 | $661.6K | 0.06% | −300−3.8% | Reduced |
| Petra Financial Advisors Inc | 7,549 | $662.2K | 0.45% | +11+0.1% | Added |
| Tiaa Trust, National Association | 7,565 | $663.6K | 0.00% | +654+9.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,581 | $665.0K | 0.09% | +5+0.1% | Added |
| BW Gestao de Investimentos Ltda. | 7,582 | $665.1K | 0.03% | +7,582 | New |
| Evergreen Capital Management LLC | 7,581 | $669.7K | 0.02% | −403−5.0% | Reduced |
| Gilman Hill Asset Management, LLC | 7,698 | $675.3K | 0.12% | −510−6.2% | Reduced |
| My Legacy Advisors, LLC | 8,211 | $676.8K | 0.26% | −162−1.9% | Reduced |
| SRS Capital Advisors, Inc. | 7,818 | $685.9K | 0.04% | +7,016+874.8% | Added |
| Adviser Investments LLC | 7,852 | $688.8K | 0.01% | −44−0.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,036 | $704.9K | 0.02% | −1,123−12.3% | Reduced |
| Salem Investment Counselors Inc | 8,080 | $713.8K | 0.02% | −14−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,049 | $722.0K | 0.13% | −10,697−57.1% | Reduced |
| Venturi Wealth Management, LLC | 8,246 | $723.4K | 0.04% | +107+1.3% | Added |
| Cookson Peirce & Co Inc | 8,339 | $731.5K | 0.03% | +974+13.2% | Added |
| Ipsen Advisor Group LLC | 8,391 | $736.1K | 0.63% | +8,391 | New |
| Mesirow Financial Investment Management, Inc. | 8,403 | $737.1K | 0.01% | +16+0.2% | Added |
| Mendel Money Management | 8,409 | $737.6K | 0.33% | +55+0.7% | Added |
| Sequoia Financial Advisors, LLC | 8,554 | $750.4K | 0.01% | +1,534+21.9% | Added |
| Coldstream Capital Management Inc | 8,572 | $751.9K | 0.02% | +1,455+20.4% | Added |
| Ossiam | 8,593 | $753.8K | 0.01% | +2,409+39.0% | Added |
| Kovitz Investment Group Partners, LLC | 8,647 | $758.7K | 0.00% | +577+7.1% | Added |
| Avestar Capital, LLC | 8,671 | $761.8K | 0.07% | +78+0.9% | Added |
| Quotient Wealth Partners, LLC | 8,745 | $767.1K | 0.03% | −2,815−24.4% | Reduced |
| Cohen Capital Management, Inc. | 8,800 | $771.9K | 0.13% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 8,845 | $775.9K | 0.38% | −1,112−11.2% | Reduced |
| Cornerstone Planning, LLC | 8,875 | $778.5K | 0.30% | +8,875 | New |
| Andrew Hill Investment Advisors, Inc. | 8,914 | $781.9K | 0.58% | +8,914 | New |
| Coppell Advisory Solutions LLC | 9,019 | $787.8K | 0.11% | −293−3.1% | Reduced |
| Iams Wealth Management, LLC | 8,992 | $788.8K | 0.36% | −489−5.2% | Reduced |
| Mechanics Bank Trust Department | 9,000 | $789.5K | 0.11% | −640−6.6% | Reduced |
| Kempen Capital Management N.V. | 9,061 | $794.8K | 0.01% | −105,184−92.1% | Reduced |
| Grove Bank & Trust | 9,095 | $797.8K | 0.11% | −1,504−14.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 9,150 | $802.7K | 0.60% | −1,702−15.7% | Reduced |
| Proequities, Inc. | 9,732 | $805.8K | 0.05% | −130−1.3% | Reduced |
| Savant Capital, LLC | 9,204 | $807.4K | 0.01% | +2,635+40.1% | Added |
| West Paces Advisors Inc. | 9,306 | $816.3K | 0.20% | −230−2.4% | Reduced |
| MUFG Securities Americas Inc. | 9,350 | $820.2K | 0.10% | +9,350 | New |
| Claro Advisors LLC | 9,366 | $821.5K | 0.11% | −76−0.8% | Reduced |
| Moneta Group Investment Advisors LLC | 9,463 | $830.1K | 0.01% | +722+8.3% | Added |
| Strategic Investment Advisors | 9,475 | $831.1K | 0.09% | −51−0.5% | Reduced |
| Principal Securities, Inc. | 9,479 | $831.5K | 0.02% | +990+11.7% | Added |
| Cohen Klingenstein LLC | 9,600 | $842.1K | 0.03% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 9,685 | $849.6K | 0.31% | −990−9.3% | Reduced |
| Gradient Investments LLC | 9,769 | $856.9K | 0.02% | +30.0% | Added |
| Machina Capital S.A.S. | 9,846 | $863.7K | 0.36% | +9,846 | New |
| AE Wealth Management LLC | 9,867 | $865.5K | 0.01% | +4,788+94.3% | Added |
| National Asset Management, Inc. | 9,798 | $865.6K | 0.03% | +2,453+33.4% | Added |
| Bessemer Group Inc | 10,008 | $877.0K | 0.00% | +183+1.9% | Added |
| Advisor OS, LLC | 10,052 | $881.8K | 0.10% | +3,917+63.8% | Added |
| Resources Investment Advisors, LLC. | 10,056 | $882.1K | 0.01% | +17+0.2% | Added |
| Paradigm Asset Management Co LLC | 10,100 | $886.0K | 0.24% | +10,100 | New |
| Watts Gwilliam & Co., LLC | 10,537 | $887.5K | 0.19% | −70−0.7% | Reduced |
| Norden Group LLC | 10,136 | $889.1K | 0.10% | +66+0.7% | Added |
| Exchange Traded Concepts, LLC | 10,173 | $892.4K | 0.02% | −11−0.1% | Reduced |
| Executive Wealth Management, LLC | 10,238 | $898.1K | 0.07% | +10,238 | New |
| Morningstar Investment Management LLC | 10,248 | $899.0K | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 10,257 | $899.8K | 0.05% | +705+7.4% | Added |
| Wetherby Asset Management Inc | 10,302 | $903.7K | 0.04% | −576−5.3% | Reduced |
| Prosperity Consulting Group, LLC | 10,340 | $907.1K | 0.07% | +36+0.3% | Added |
| Diligent Investors, LLC | 10,357 | $908.5K | 0.21% | +27+0.3% | Added |
| West Wealth Group, LLC | 10,404 | $912.7K | 0.27% | −820−7.3% | Reduced |
| Parallel Advisors, LLC | 10,452 | $916.9K | 0.02% | +190+1.9% | Added |
| Chicago Trust Co NA | 10,480 | $919.3K | 0.16% | −452−4.1% | Reduced |
| Westmount Partners, LLC | 10,488 | $920.0K | 0.28% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,503 | $921.3K | 0.00% | +312+3.1% | Added |
| BKD Wealth Advisors, LLC | 10,534 | $924.1K | 0.02% | −55−0.5% | Reduced |
| Jain Global LLC | 10,600 | $929.8K | 0.03% | +10,600 | New |
| Prudential PLC | 10,721 | $940.4K | 0.00% | 00.0% | Unchanged |