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 |
|---|---|---|---|---|---|
| Asset Planning,Inc | 20,184 | $1.77M | 1.35% | +20,184 | New |
| Meiji Yasuda Life Insurance Co | 20,724 | $1.82M | 0.03% | +3,601+21.0% | Added |
| Kestra Advisory Services, LLC | 20,762 | $1.82M | 0.01% | +1,180+6.0% | Added |
| Mutual Advisors, LLC | 21,776 | $1.83M | 0.05% | +364+1.7% | Added |
| Jeppson Wealth Management, LLC | 20,862 | $1.83M | 0.66% | −160−0.8% | Reduced |
| Ostrum Asset Management | 20,864 | $1.83M | 0.16% | −472−2.2% | Reduced |
| Community Bank, N.A. | 20,930 | $1.84M | 0.24% | 00.0% | Unchanged |
| First Hawaiian Bank | 21,144 | $1.85M | 0.06% | −164−0.8% | Reduced |
| Independent Advisor Alliance | 21,149 | $1.86M | 0.02% | +14,708+228.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 21,220 | $1.86M | 0.02% | +13,379+170.6% | Added |
| Empirical Finance, LLC | 21,268 | $1.87M | 0.11% | −251−1.2% | Reduced |
| Twin Capital Management Inc | 21,333 | $1.87M | 0.20% | −226−1.0% | Reduced |
| Pensionfund Sabic | 21,400 | $1.88M | 0.50% | +5,000+30.5% | Added |
| DLK Investment Management, LLC | 21,527 | $1.89M | 0.79% | +3,497+19.4% | Added |
| Lazard Asset Management LLC | 21,662 | $1.90M | 0.00% | −27,771−56.2% | Reduced |
| GWM Advisors LLC | 21,695 | $1.90M | 0.01% | +1,089+5.3% | Added |
| Alaska Permanent Fund Corp | 21,799 | $1.91M | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 22,172 | $1.94M | 0.17% | −598−2.6% | Reduced |
| Westpac Banking Corp | 22,862 | $2.01M | 0.13% | −6,536−22.2% | Reduced |
| Independent Financial Group, LLC | 23,542 | $2.07M | 0.07% | +2,921+14.2% | Added |
| Vestmark Advisory Solutions, Inc. | 23,830 | $2.09M | 0.07% | −1,048−4.2% | Reduced |
| Lazari Capital Management, Inc. | 23,984 | $2.10M | 0.84% | +14+0.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 24,312 | $2.13M | 0.41% | +7,006+40.5% | Added |
| Moody National Bank Trust Division | 24,341 | $2.14M | 0.22% | −939−3.7% | Reduced |
| Simplex Trading, LLC | 24,553 | $2.15M | 0.06% | +21,933+837.1% | Added |
| Everence Capital Management Inc | 24,646 | $2.16M | 0.14% | −1,170−4.5% | Reduced |
| Benjamin Edwards Inc | 24,762 | $2.17M | 0.03% | +535+2.2% | Added |
| Texas Yale Capital Corp. | 24,966 | $2.19M | 0.09% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 25,107 | $2.20M | 0.45% | +4,924+24.4% | Added |
| Independent Solutions Wealth Management, LLC | 25,129 | $2.20M | 0.48% | +93+0.4% | Added |
| Occudo Quantitative Strategies LP | 25,445 | $2.23M | 0.40% | −31,335−55.2% | Reduced |
| Lee Danner & Bass Inc | 25,570 | $2.24M | 0.18% | +16,095+169.9% | Added |
| Panagora Asset Management Inc | 25,690 | $2.25M | 0.01% | −6,124−19.2% | Reduced |
| LGT Group Foundation | 26,199 | $2.30M | 0.04% | +460+1.8% | Added |
| Advisory Services Network, LLC | 26,652 | $2.34M | 0.04% | −4,048−13.2% | Reduced |
| RSM US Wealth Management LLC | 26,650 | $2.35M | 0.03% | −698−2.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 26,954 | $2.36M | 0.07% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 27,114 | $2.38M | 0.02% | +12,030+79.8% | Added |
| James Investment Research Inc | 27,133 | $2.38M | 0.28% | +222+0.8% | Added |
| Oak Grove Capital LLC | 27,300 | $2.39M | 0.48% | +11,300+70.6% | Added |
| Evoke Wealth, LLC | 27,220 | $2.40M | 0.07% | +3,420+14.4% | Added |
| Northwestern Mutual Wealth Management Co | 27,395 | $2.40M | 0.00% | −570−2.0% | Reduced |
| Concurrent Investment Advisors, LLC | 28,091 | $2.46M | 0.07% | +1,913+7.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 28,318 | $2.48M | 1.16% | +1,071+3.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 28,774 | $2.52M | 0.01% | +1,013+3.6% | Added |
| KCM Investment Advisors LLC | 28,916 | $2.54M | 0.09% | −250−0.9% | Reduced |
| Ar Asset Management Inc | 29,000 | $2.54M | 0.58% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 29,474 | $2.59M | 0.04% | +26,635+938.2% | Added |
| Icon Wealth Advisors, LLC | 29,608 | $2.60M | 0.21% | −1,668−5.3% | Reduced |
| Geneos Wealth Management Inc. | 29,917 | $2.62M | 0.09% | +25,838+633.4% | Added |
| Vestcor Inc | 29,955 | $2.63M | 0.09% | +8,062+36.8% | Added |
| Citizens Financial Group Inc | 29,994 | $2.63M | 0.05% | +476+1.6% | Added |
| LGT Fund Management Co Ltd. | 30,000 | $2.63M | 0.23% | +10,000+50.0% | Added |
| Norinchukin Bank, The | 30,103 | $2.64M | 0.06% | +3,229+12.0% | Added |
| New Mexico Educational Retirement Board | 30,182 | $2.65M | 0.09% | −800−2.6% | Reduced |
| Stratos Wealth Partners, LTD. | 30,585 | $2.68M | 0.04% | +10,350+51.1% | Added |
| Founders Financial Securities LLC | 31,138 | $2.73M | 0.25% | +629+2.1% | Added |
| SevenBridge Financial Group, LLC | 32,805 | $2.74M | 0.52% | +11,879+56.8% | Added |
| BCJ Capital Management, LLC | 31,858 | $2.79M | 0.21% | +31,858 | New |
| Thrivent Financial for Lutherans | 31,919 | $2.82M | 0.01% | +245+0.8% | Added |
| Premier Fund Managers Ltd | 32,500 | $2.84M | 0.10% | −1,500−4.4% | Reduced |
| NewEdge Wealth, LLC | 32,536 | $2.85M | 0.05% | −2,111−6.1% | Reduced |
| Tower Research Capital LLC (TRC) | 33,833 | $2.97M | 0.06% | +2,639+8.5% | Added |
| TownSquare Capital, LLC | 34,033 | $2.99M | 0.03% | +2,696+8.6% | Added |
| Securian Asset Management, Inc | 34,042 | $2.99M | 0.09% | −975−2.8% | Reduced |
| Louisiana State Employees Retirement System | 34,100 | $2.99M | 0.06% | −1,500−4.2% | Reduced |
| Profund Advisors LLC | 34,214 | $3.00M | 0.11% | −3,982−10.4% | Reduced |
| Brinker Capital Investments, LLC | 34,363 | $3.01M | 0.03% | +20+0.1% | Added |
| Orion Portfolio Solutions, LLC | 34,363 | $3.01M | 0.03% | +20+0.1% | Added |
| Colony Group, LLC | 34,825 | $3.06M | 0.01% | +7,570+27.8% | Added |
| Pure Financial Advisors, Inc. | 35,057 | $3.08M | 0.07% | +259+0.7% | Added |
| Prospera Financial Services Inc | 35,076 | $3.08M | 0.07% | +621+1.8% | Added |
| Ascent Group, LLC | 35,353 | $3.10M | 0.23% | −178−0.5% | Reduced |
| Blair William & Co | 35,462 | $3.11M | 0.01% | +903+2.6% | Added |
| FRG Family Wealth Advisors LLC | 35,722 | $3.13M | 0.57% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 35,833 | $3.15M | 0.03% | +8,208+29.7% | Added |
| NEOS Investment Management LLC | 36,724 | $3.22M | 0.08% | +8,708+31.1% | Added |
| Robeco Institutional Asset Management B.V. | 37,191 | $3.26M | 0.01% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 37,200 | $3.26M | 0.83% | +37,200 | New |
| Teacher Retirement System of Texas | 37,346 | $3.28M | 0.01% | +33,109+781.4% | Added |
| Federation des caisses Desjardins du Quebec | 37,917 | $3.33M | 0.02% | +14,877+64.6% | Added |
| Woodline Partners LP | 38,038 | $3.34M | 0.02% | +38,038 | New |
| TrueMark Investments, LLC | 38,678 | $3.39M | 1.08% | +38,678 | New |
| Crossmark Global Holdings, Inc. | 39,141 | $3.43M | 0.06% | −113−0.3% | Reduced |
| Cornerstone Advisors, LLC | 39,200 | $3.44M | 0.14% | 00.0% | Unchanged |
| Hartford Investment Management Co | 39,209 | $3.44M | 0.11% | −542−1.4% | Reduced |
| Quantinno Capital Management LP | 39,231 | $3.44M | 0.03% | +8,638+28.2% | Added |
| Interval Partners, LP | 39,449 | $3.46M | 0.09% | +39,449 | New |
| Rice Partnership, LLC | 40,370 | $3.54M | 0.67% | +2,358+6.2% | Added |
| Blue Capital, Inc. | 40,540 | $3.56M | 2.51% | +40,540 | New |
| Cornerstone Wealth Group, LLC | 40,877 | $3.59M | 0.29% | +1,243+3.1% | Added |
| Advisors Asset Management, Inc. | 41,401 | $3.63M | 0.07% | −25,022−37.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 41,539 | $3.64M | 0.04% | −25,012−37.6% | Reduced |
| L & S Advisors Inc | 41,601 | $3.65M | 0.40% | +14,338+52.6% | Added |
| D.A. Davidson & Co. | 41,874 | $3.67M | 0.03% | −1,111−2.6% | Reduced |
| Shell Asset Management Co | 41,951 | $3.68M | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 41,977 | $3.68M | 0.11% | +787+1.9% | Added |
| Stonebridge Capital Advisors LLC | 42,573 | $3.73M | 0.30% | +1,241+3.0% | Added |
| Fifth Third Bancorp | 42,654 | $3.74M | 0.01% | −9,308−17.9% | Reduced |
| CAPROCK Group, Inc. | 42,865 | $3.79M | 0.12% | +629+1.5% | Added |