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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 20,862 | $1.83M | 0.66% | −160−0.8% | Reduced |
| Mutual Advisors, LLC | 21,776 | $1.83M | 0.05% | +364+1.7% | Added |
| Kestra Advisory Services, LLC | 20,762 | $1.82M | 0.01% | +1,180+6.0% | Added |
| Meiji Yasuda Life Insurance Co | 20,724 | $1.82M | 0.03% | +3,601+21.0% | Added |
| Asset Planning,Inc | 20,184 | $1.77M | 1.35% | +20,184 | New |
| Northwestern Mutual Investment Management Company, LLC | 20,112 | $1.76M | 0.04% | +46+0.2% | Added |
| Petix & Botte Co | 20,000 | $1.75M | 0.46% | −4,230−17.5% | Reduced |
| Aptus Capital Advisors, LLC | 19,681 | $1.74M | 0.02% | +15,482+368.7% | Added |
| Central Trust Co | 19,615 | $1.72M | 0.04% | −70−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 19,568 | $1.72M | 0.03% | +7,481+61.9% | Added |
| MKT Advisors LLC | 20,140 | $1.72M | 0.75% | +90.0% | Added |
| Sowell Financial Services LLC | 19,475 | $1.71M | 0.09% | +2,462+14.5% | Added |
| Park Avenue Securities LLC | 19,241 | $1.69M | 0.02% | +1,225+6.8% | Added |
| Stock Yards Bank & Trust Co | 19,186 | $1.68M | 0.06% | −4,123−17.7% | Reduced |
| Spinnaker Investment Group, LLC | 19,031 | $1.67M | 0.40% | +19,031 | New |
| South Dakota Investment Council | 18,987 | $1.67M | 0.03% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 18,990 | $1.67M | 0.43% | +18,990 | New |
| Snowden Capital Advisors LLC | 18,835 | $1.66M | 0.05% | −248−1.3% | Reduced |
| Allstate Corp | 18,951 | $1.66M | 0.05% | +18,951 | New |
| HB Wealth Management, LLC | 18,787 | $1.65M | 0.02% | +3,650+24.1% | Added |
| Enhancing Capital LLC | 18,600 | $1.63M | 1.30% | +18,600 | New |
| Regions Financial Corp | 18,098 | $1.59M | 0.01% | −843−4.5% | Reduced |
| Axxcess Wealth Management, LLC | 18,006 | $1.58M | 0.04% | −6,917−27.8% | Reduced |
| Baird Financial Group, Inc. | 17,969 | $1.58M | 0.00% | −701−3.8% | Reduced |
| Squarepoint Ops LLC | 17,865 | $1.57M | 0.00% | −16,026−47.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 17,858 | $1.57M | 0.08% | +104+0.6% | Added |
| Wedbush Securities Inc | 17,723 | $1.55M | 0.06% | −1,183−6.3% | Reduced |
| Brookmont Capital Management | 17,712 | $1.55M | 0.83% | −371−2.1% | Reduced |
| Fox Hill Wealth Management | 17,627 | $1.55M | 0.87% | +46+0.3% | Added |
| Sandy Spring Bank | 17,542 | $1.54M | 0.06% | −247−1.4% | Reduced |
| Northwest & Ethical Investments L.P. | 17,359 | $1.52M | 0.04% | +14,959+623.3% | Added |
| Defined Wealth Management, LLC | 17,258 | $1.51M | 1.00% | +11+0.1% | Added |
| Coastline Trust Co | 17,140 | $1.50M | 0.18% | −338−1.9% | Reduced |
| Wexford Capital LP | 17,123 | $1.50M | 0.38% | −20,254−54.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,011 | $1.49M | 0.01% | +7,402+77.0% | Added |
| TD Private Client Wealth LLC | 16,972 | $1.49M | 0.04% | +108+0.6% | Added |
| Stablepoint Partners, LLC | 16,936 | $1.49M | 0.27% | +410+2.5% | Added |
| Vontobel Holding Ltd. | 16,844 | $1.48M | 0.01% | +5,419+47.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,781 | $1.47M | 0.10% | +16,781 | New |
| Eventide Asset Management, LLC | 16,837 | $1.47M | 0.03% | −99,247−85.5% | Reduced |
| Intech Investment Management LLC | 16,455 | $1.44M | 0.01% | −19,441−54.2% | Reduced |
| 44 Wealth Management LLC | 16,332 | $1.43M | 0.55% | −1,051−6.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 16,282 | $1.43M | 0.83% | −560−3.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,232 | $1.42M | 0.05% | +392+2.5% | Added |
| Prelude Capital Management, LLC | 16,128 | $1.41M | 0.12% | +16,128 | New |
| Vident Advisory, LLC | 15,938 | $1.40M | 0.02% | +3,284+26.0% | Added |
| Prime Capital Investment Advisors, LLC | 15,810 | $1.39M | 0.02% | +1,358+9.4% | Added |
| Raiffeisen Bank International AG | 15,654 | $1.37M | 0.02% | +15,654 | New |
| Commerzbank Aktiengesellschaft | 15,543 | $1.36M | 0.03% | +3,714+31.4% | Added |
| Clifford Swan Investment Counsel LLC | 15,374 | $1.35M | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 15,368 | $1.35M | 0.05% | +9,772+174.6% | Added |
| J. Safra Sarasin Holding AG | 15,350 | $1.35M | 0.02% | +15,350 | New |
| SWP Financial LLC | 15,313 | $1.34M | 0.81% | 00.0% | Unchanged |
| United Services Automobile Association | 15,162 | $1.33M | 0.04% | −184−1.2% | Reduced |
| Nomura Holdings Inc | 14,894 | $1.31M | 0.01% | +9,250+163.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,855 | $1.30M | 0.01% | −7,073−32.3% | Reduced |
| Golden State Equity Partners | 14,828 | $1.30M | 0.25% | −3,053−17.1% | Reduced |
| Whittier Trust Co | 14,759 | $1.29M | 0.02% | −93−0.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 14,753 | $1.29M | 0.51% | +1,436+10.8% | Added |
| CWM, LLC | 14,747 | $1.29M | 0.01% | +998+7.3% | Added |
| Ninepoint Partners LP | 14,731 | $1.29M | 0.21% | +902+6.5% | Added |
| United Capital Financial Advisers, LLC | 14,691 | $1.29M | 0.01% | +572+4.1% | Added |
| Gotham Asset Management, LLC | 14,663 | $1.29M | 0.01% | −136−0.9% | Reduced |
| Centaurus Financial, Inc. | 14,456 | $1.27M | 0.08% | +4,936+51.8% | Added |
| Toroso Investments, LLC | 14,340 | $1.26M | 0.01% | −5,347−27.2% | Reduced |
| Greenwood Capital Associates LLC | 14,079 | $1.24M | 0.16% | +165+1.2% | Added |
| Perigon Wealth Management, LLC | 14,687 | $1.23M | 0.03% | −78−0.5% | Reduced |
| Spirit of America Management Corp | 13,950 | $1.22M | 0.25% | +1,900+15.8% | Added |
| Sound Income Strategies, LLC | 13,889 | $1.22M | 0.08% | −105−0.8% | Reduced |
| Marion Wealth Management | 13,781 | $1.21M | 0.32% | +210+1.5% | Added |
| Lester Murray Antman dba SimplyRich | 13,772 | $1.21M | 0.34% | +252+1.9% | Added |
| USA Financial Portformulas Corp | 13,659 | $1.20M | 0.19% | +13,659 | New |
| Zions Bancorporation, N.A. | 13,493 | $1.18M | 0.07% | +4,521+50.4% | Added |
| Umb Bank N A | 13,381 | $1.17M | 0.02% | +374+2.9% | Added |
| GAMMA Investing LLC | 13,341 | $1.17M | 0.10% | +950+7.7% | Added |
| Stonegate Investment Group, LLC | 13,331 | $1.17M | 0.03% | −246−1.8% | Reduced |
| Fiduciary Trust Co | 13,217 | $1.16M | 0.02% | +17+0.1% | Added |
| V-Square Quantitative Management LLC | 13,128 | $1.15M | 0.16% | −65−0.5% | Reduced |
| Resolution Capital Ltd | 12,971 | $1.14M | 0.02% | +12,971 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,898 | $1.13M | 0.01% | +8,736+209.9% | Added |
| One Degree Advisors Inc | 13,182 | $1.10M | 0.45% | −2,126−13.9% | Reduced |
| Wealth High Governance Capital Ltda | 12,418 | $1.09M | 0.39% | +12,418 | New |
| Capstone Investment Advisors, LLC | 12,379 | $1.09M | 0.01% | +10,314+499.5% | Added |
| Kornitzer Capital Management Inc | 12,200 | $1.07M | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 12,130 | $1.06M | 0.01% | −901−6.9% | Reduced |
| Ti-Trust, Inc | 12,040 | $1.06M | 0.71% | 00.0% | Unchanged |
| Aviso Financial Inc. | 11,850 | $1.04M | 0.05% | +100+0.9% | Added |
| Empowered Funds, LLC | 11,812 | $1.04M | 0.02% | +1,068+9.9% | Added |
| Paradigm Financial Partners, LLC | 11,757 | $1.03M | 0.13% | −444−3.6% | Reduced |
| Cooper Financial Group | 11,710 | $1.03M | 0.12% | +370+3.3% | Added |
| Apollon Wealth Management, LLC | 11,582 | $1.02M | 0.02% | +699+6.4% | Added |
| Spirepoint Private Client, LLC | 11,532 | $1.01M | 0.13% | −557−4.6% | Reduced |
| Meeder Advisory Services, Inc. | 11,383 | $998.6K | 0.06% | −727−6.0% | Reduced |
| Bleakley Financial Group, LLC | 11,367 | $997.1K | 0.03% | +1,012+9.8% | Added |
| Change Path, LLC | 11,249 | $986.8K | 0.03% | +1,002+9.8% | Added |
| Applied Finance Capital Management, LLC | 11,191 | $981.7K | 0.04% | +538+5.1% | Added |
| Quaero Capital S.A. | 11,080 | $971.9K | 1.24% | +950+9.4% | Added |
| Sumitomo Life Insurance Co | 11,023 | $966.9K | 0.02% | −332−2.9% | Reduced |
| Meketa Investment Group Inc | 11,003 | $965.2K | 2.16% | +11,003 | New |
| HighPoint Advisor Group LLC | 11,465 | $956.5K | 0.05% | +669+6.2% | Added |