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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 10,862 | $952.8K | 0.01% | +2,619+31.8% | Added |
| Allworth Financial LP | 11,484 | $950.8K | 0.01% | +3,349+41.2% | Added |
| Old National Bancorp | 10,795 | $946.9K | 0.02% | +335+3.2% | Added |
| Ignite Planners, LLC | 10,764 | $943.7K | 0.21% | +86+0.8% | Added |
| Beacon Pointe Advisors, LLC | 10,751 | $943.1K | 0.01% | +803+8.1% | Added |
| Prudential PLC | 10,721 | $940.4K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 10,600 | $929.8K | 0.03% | +10,600 | New |
| BKD Wealth Advisors, LLC | 10,534 | $924.1K | 0.02% | −55−0.5% | Reduced |
| Brown Advisory Inc | 10,503 | $921.3K | 0.00% | +312+3.1% | Added |
| Westmount Partners, LLC | 10,488 | $920.0K | 0.28% | 00.0% | Unchanged |
| Chicago Trust Co NA | 10,480 | $919.3K | 0.16% | −452−4.1% | Reduced |
| Parallel Advisors, LLC | 10,452 | $916.9K | 0.02% | +190+1.9% | Added |
| West Wealth Group, LLC | 10,404 | $912.7K | 0.27% | −820−7.3% | Reduced |
| Diligent Investors, LLC | 10,357 | $908.5K | 0.21% | +27+0.3% | Added |
| Prosperity Consulting Group, LLC | 10,340 | $907.1K | 0.07% | +36+0.3% | Added |
| Wetherby Asset Management Inc | 10,302 | $903.7K | 0.04% | −576−5.3% | Reduced |
| Atomi Financial Group, Inc. | 10,257 | $899.8K | 0.05% | +705+7.4% | Added |
| Morningstar Investment Management LLC | 10,248 | $899.0K | 0.07% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 10,238 | $898.1K | 0.07% | +10,238 | New |
| Exchange Traded Concepts, LLC | 10,173 | $892.4K | 0.02% | −11−0.1% | Reduced |
| Norden Group LLC | 10,136 | $889.1K | 0.10% | +66+0.7% | Added |
| Watts Gwilliam & Co., LLC | 10,537 | $887.5K | 0.19% | −70−0.7% | Reduced |
| Paradigm Asset Management Co LLC | 10,100 | $886.0K | 0.24% | +10,100 | New |
| Resources Investment Advisors, LLC. | 10,056 | $882.1K | 0.01% | +17+0.2% | Added |
| Advisor OS, LLC | 10,052 | $881.8K | 0.10% | +3,917+63.8% | Added |
| Bessemer Group Inc | 10,008 | $877.0K | 0.00% | +183+1.9% | Added |
| National Asset Management, Inc. | 9,798 | $865.6K | 0.03% | +2,453+33.4% | Added |
| AE Wealth Management LLC | 9,867 | $865.5K | 0.01% | +4,788+94.3% | Added |
| Machina Capital S.A.S. | 9,846 | $863.7K | 0.36% | +9,846 | New |
| Gradient Investments LLC | 9,769 | $856.9K | 0.02% | +30.0% | Added |
| Prudent Man Advisors, LLC | 9,685 | $849.6K | 0.31% | −990−9.3% | Reduced |
| Cohen Klingenstein LLC | 9,600 | $842.1K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 9,479 | $831.5K | 0.02% | +990+11.7% | Added |
| Strategic Investment Advisors | 9,475 | $831.1K | 0.09% | −51−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 9,463 | $830.1K | 0.01% | +722+8.3% | Added |
| Claro Advisors LLC | 9,366 | $821.5K | 0.11% | −76−0.8% | Reduced |
| MUFG Securities Americas Inc. | 9,350 | $820.2K | 0.10% | +9,350 | New |
| West Paces Advisors Inc. | 9,306 | $816.3K | 0.20% | −230−2.4% | Reduced |
| Savant Capital, LLC | 9,204 | $807.4K | 0.01% | +2,635+40.1% | Added |
| Proequities, Inc. | 9,732 | $805.8K | 0.05% | −130−1.3% | Reduced |
| Silvia McColl Wealth Management, LLC | 9,150 | $802.7K | 0.60% | −1,702−15.7% | Reduced |
| Grove Bank & Trust | 9,095 | $797.8K | 0.11% | −1,504−14.2% | Reduced |
| Kempen Capital Management N.V. | 9,061 | $794.8K | 0.01% | −105,184−92.1% | Reduced |
| Mechanics Bank Trust Department | 9,000 | $789.5K | 0.11% | −640−6.6% | Reduced |
| Iams Wealth Management, LLC | 8,992 | $788.8K | 0.36% | −489−5.2% | Reduced |
| Coppell Advisory Solutions LLC | 9,019 | $787.8K | 0.11% | −293−3.1% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 8,914 | $781.9K | 0.58% | +8,914 | New |
| Cornerstone Planning, LLC | 8,875 | $778.5K | 0.30% | +8,875 | New |
| Burford Brothers, Inc. | 8,845 | $775.9K | 0.38% | −1,112−11.2% | Reduced |
| Cohen Capital Management, Inc. | 8,800 | $771.9K | 0.13% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 8,745 | $767.1K | 0.03% | −2,815−24.4% | Reduced |
| Avestar Capital, LLC | 8,671 | $761.8K | 0.07% | +78+0.9% | Added |
| Kovitz Investment Group Partners, LLC | 8,647 | $758.7K | 0.00% | +577+7.1% | Added |
| Ossiam | 8,593 | $753.8K | 0.01% | +2,409+39.0% | Added |
| Coldstream Capital Management Inc | 8,572 | $751.9K | 0.02% | +1,455+20.4% | Added |
| Sequoia Financial Advisors, LLC | 8,554 | $750.4K | 0.01% | +1,534+21.9% | Added |
| Mendel Money Management | 8,409 | $737.6K | 0.33% | +55+0.7% | Added |
| Mesirow Financial Investment Management, Inc. | 8,403 | $737.1K | 0.01% | +16+0.2% | Added |
| Ipsen Advisor Group LLC | 8,391 | $736.1K | 0.63% | +8,391 | New |
| Cookson Peirce & Co Inc | 8,339 | $731.5K | 0.03% | +974+13.2% | Added |
| Venturi Wealth Management, LLC | 8,246 | $723.4K | 0.04% | +107+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,049 | $722.0K | 0.13% | −10,697−57.1% | Reduced |
| Salem Investment Counselors Inc | 8,080 | $713.8K | 0.02% | −14−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,036 | $704.9K | 0.02% | −1,123−12.3% | Reduced |
| Adviser Investments LLC | 7,852 | $688.8K | 0.01% | −44−0.6% | Reduced |
| SRS Capital Advisors, Inc. | 7,818 | $685.9K | 0.04% | +7,016+874.8% | Added |
| My Legacy Advisors, LLC | 8,211 | $676.8K | 0.26% | −162−1.9% | Reduced |
| Gilman Hill Asset Management, LLC | 7,698 | $675.3K | 0.12% | −510−6.2% | Reduced |
| Evergreen Capital Management LLC | 7,581 | $669.7K | 0.02% | −403−5.0% | Reduced |
| BW Gestao de Investimentos Ltda. | 7,582 | $665.1K | 0.03% | +7,582 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,581 | $665.0K | 0.09% | +5+0.1% | Added |
| Tiaa Trust, National Association | 7,565 | $663.6K | 0.00% | +654+9.5% | Added |
| Petra Financial Advisors Inc | 7,549 | $662.2K | 0.45% | +11+0.1% | Added |
| Smith, Moore & Co. | 7,542 | $661.6K | 0.06% | −300−3.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 7,542 | $661.6K | 0.18% | −82−1.1% | Reduced |
| Amica Retiree Medical Trust | 7,505 | $658.0K | 0.62% | −653−8.0% | Reduced |
| SGL Investment Advisors, Inc. | 7,888 | $654.2K | 0.33% | +41+0.5% | Added |
| Intrua Financial, LLC | 7,428 | $651.6K | 0.11% | −516−6.5% | Reduced |
| Avantax Planning Partners, Inc. | 7,423 | $651.1K | 0.02% | +147+2.0% | Added |
| Wealth Alliance | 7,394 | $648.6K | 0.08% | −148−2.0% | Reduced |
| Signaturefd, LLC | 7,276 | $638.2K | 0.01% | +247+3.5% | Added |
| Brighton Jones LLC | 7,248 | $635.8K | 0.02% | +100+1.4% | Added |
| Ariston Services Group | 7,218 | $633.2K | 0.55% | −10−0.1% | Reduced |
| Financial Management Professionals, Inc. | 7,187 | $630.4K | 0.08% | +869+13.8% | Added |
| Ieq Capital, LLC | 7,147 | $626.9K | 0.01% | −11,020−60.7% | Reduced |
| Aaron Wealth Advisors | 7,111 | $623.8K | 0.07% | −1,193−14.4% | Reduced |
| Mosley Wealth Management | 7,551 | $619.0K | 0.38% | +556+7.9% | Added |
| Tritonpoint Wealth, LLC | 7,004 | $615.2K | 0.06% | +7,004 | New |
| Mariner Investment Group LLC | 7,000 | $614.0K | 0.12% | +7,000 | New |
| Alpha Cubed Investments, LLC | 6,966 | $611.1K | 0.03% | −948−12.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,907 | $605.8K | 0.15% | −242−3.4% | Reduced |
| Jones Financial Companies LLLP | 6,905 | $605.7K | 0.00% | +3,286+90.8% | Added |
| Alan B. Lancz & Associates, Inc. | 6,900 | $605.3K | 0.61% | −900−11.5% | Reduced |
| Heritage Wealth Management, Inc. | 6,867 | $602.4K | 0.20% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 6,847 | $600.6K | 0.08% | −6−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 6,855 | $600.5K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,835 | $599.6K | 0.04% | +82+1.2% | Added |
| Advisory Alpha, LLC | 6,832 | $599.3K | 0.02% | +52+0.8% | Added |
| NorthRock Partners, LLC | 6,784 | $599.3K | 0.02% | +110+1.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,807 | $597.1K | 0.23% | 00.0% | Unchanged |