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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
Lakeridge Wealth Management LLC3,280$287.7K0.15%+5+0.2%Added
SimpliFi, Inc.3,275$287.3K0.13%+24+0.7%Added
Rossmore Private Capital3,258$285.8K0.04%00.0%Unchanged
Warren Averett Asset Management, LLC3,258$285.8K0.00%+3,258New
Boston Private Wealth LLC3,256$285.6K0.01%+3,256New
Regatta Capital Group, LLC3,230$283.3K0.05%00.0%Unchanged
Allegheny Financial Group LTD3,229$283.3K0.07%−8−0.2%Reduced
Vivaldi Capital Management, LLC3,441$282.7K0.04%+3,441New
Busey Wealth Management3,221$282.5K0.01%+27+0.8%Added
Maridea Wealth Management LLC3,218$282.3K0.09%+3,218New
Blueshift Asset Management, LLC3,192$280.0K0.10%+3,192New
MGB Wealth Management, LLC3,200$279.6K0.09%00.0%Unchanged
Cypress Wealth Services, LLC3,186$279.4K0.06%+677+27.0%Added
Los Angeles Capital Management LLC3,181$279.0K0.00%−1,070−25.2%Reduced
Insigneo Advisory Services, LLC3,167$277.8K0.03%−410−11.5%Reduced
Farther Finance Advisors, LLC3,145$275.9K0.01%−3,521−52.8%Reduced
Atlantic Edge Private Wealth Management, LLC3,110$272.8K0.08%00.0%Unchanged
Mraz, Amerine & Associates, Inc.3,089$271.0K0.05%00.0%Unchanged
Von Berge Wealth Management Group, LLC3,248$270.6K0.16%−96−2.9%Reduced
Bank of Stockton3,076$269.8K0.08%−2−0.1%Reduced
Equitable Holdings, Inc.3,076$269.8K0.00%+3,076New
CX Institutional3,075$269.8K0.01%−8−0.3%Reduced
Wesbanco Bank Inc3,056$268.1K0.01%−16−0.5%Reduced
Dorsey & Whitney Trust CO LLC3,030$265.8K0.01%+202+7.1%Added
LeClair Wealth Partners LLC3,011$264.1K0.18%+3,011New
Sovran Advisors, LLC3,378$263.9K0.04%+3,378New
Amussen Hunsaker Associates LLC3,000$263.2K0.04%00.0%Unchanged
Wellington Shields & Co., LLC3,000$263.2K0.08%00.0%Unchanged
Glaxis Capital Management, LLC3,000$263.2K0.73%+3,000New
Vaughan David Investments LLC2,992$262.0K0.01%00.0%Unchanged
1st Source Bank2,984$261.8K0.01%−266−8.2%Reduced
First American Trust, FSB2,980$261.4K0.03%−823−21.6%Reduced
Beaumont Financial Advisors, LLC2,975$261.0K0.02%−7−0.2%Reduced
Kiker Wealth Management, LLC2,953$259.0K0.21%+2,953New
Leonteq Securities AG2,949$258.7K0.03%−63−2.1%Reduced
Stordahl Capital Management, Inc.2,935$257.4K0.06%+2,935New
Childress Capital Advisors, LLC2,928$256.9K0.07%−342−10.5%Reduced
Buckingham Strategic Partners2,928$256.8K0.00%−243−7.7%Reduced
Sierra Ocean, LLC2,911$255.4K0.21%+2,911New
Level Four Advisory Services, LLC2,883$252.9K0.01%+67+2.4%Added
Essex Financial Services, Inc.2,883$252.9K0.02%−36−1.2%Reduced
Robertson Stephens Wealth Management, LLC2,854$252.1K0.01%+29+1.0%Added
EWG Elevate Inc.2,869$251.6K0.08%+52+1.8%Added
Pacific Sage Partners, LLC2,866$251.4K0.06%00.0%Unchanged
RB Capital Management, LLC2,854$250.3K0.06%−583−17.0%Reduced
Baader Bank INC2,847$249.7K0.02%−37−1.3%Reduced
Greenwich Wealth Management LLC2,839$249.0K0.02%+350+14.1%Added
Prosperity Wealth Management, Inc.2,838$248.9K0.10%+2,838New
FC Advisory LLC2,821$247.4K0.08%+21+0.8%Added
Rappaport Reiches Capital Management, LLC2,820$247.4K0.06%+6+0.2%Added
Gallacher Capital Management LLC2,804$246.0K0.12%00.0%Unchanged
King Luther Capital Management Corp2,798$245.4K0.00%−30−1.1%Reduced
Howland Capital Management LLC2,772$244.9K0.01%−10−0.4%Reduced
Davies Financial Advisors, Inc.2,782$244.0K0.21%+18+0.7%Added
Capital Advisory Group Advisory Services, LLC2,767$242.7K0.09%00.0%Unchanged
Pinnacle Financial Partners Inc2,765$242.5K0.00%+2,765New
Future You Wealth LLC2,764$242.5K0.17%+2,764New
Fortress Wealth Management, Inc.2,763$242.4K0.12%+8+0.3%Added
New Covenant Trust Company, N.A.2,772$242.1K0.24%00.0%Unchanged
Fayez Sarofim & Co2,750$241.2K0.00%+2,750New
ASB Consultores, LLC2,735$239.9K0.10%−835−23.4%Reduced
Clarius Group, LLC2,730$239.5K0.02%+61+2.3%Added
Green Harvest Asset Management LLC2,726$239.1K0.00%+2,726New
626 Financial, LLC2,722$238.8K0.13%+20+0.7%Added
Montag A & Associates Inc2,700$238.5K0.01%00.0%Unchanged
Net Worth Advisory Group2,706$237.4K0.07%−244−8.3%Reduced
Define Financial, LLC2,696$236.5K0.18%+2,696New
LVW Advisors, LLC2,692$236.1K0.03%−6−0.2%Reduced
Pachira Investments Inc.2,690$235.0K0.14%−212−7.3%Reduced
First Interstate Bank2,678$234.9K0.01%00.0%Unchanged
Rehmann Capital Advisory Group2,677$234.9K0.01%+21+0.8%Added
Yelin Lapidot Holdings Management Ltd.2,671$234.3K0.04%+2,671New
First Horizon Advisors, Inc.2,669$234.2K0.01%+97+3.8%Added
TKG Advisors, LLC2,828$233.9K0.11%+2,828New
Mission Wealth Management, LP2,660$233.4K0.01%−289−9.8%Reduced
North Star Asset Management Inc2,653$232.7K0.01%−57−2.1%Reduced
Patten Group, Inc.2,650$232.5K0.05%−146−5.2%Reduced
Morey & Quinn Wealth Partners, LLC2,650$232.5K0.20%+2,650New
Impact Capital Partners LLC2,643$231.8K0.08%+2,643New
Legacy Financial Advisors, Inc.2,639$231.5K0.04%+126+5.0%Added
Simon Quick Advisors, LLC2,639$231.5K0.01%+2,639New
Bridgewealth Advisory Group, LLC2,752$230.7K0.07%+31+1.1%Added
James J. Burns & Company, LLC2,596$228.0K0.04%00.0%Unchanged
Pinnacle West Asset Management, Inc.2,585$227.0K0.16%+125+5.1%Added
Corton Capital Inc.2,586$226.8K0.13%+2,586New
Stone Run Capital, LLC2,578$226.1K0.09%00.0%Unchanged
Advisors Capital Management, LLC2,564$224.9K0.00%+2,564New
LifeSteps Financial, Inc.2,564$224.9K0.17%00.0%Unchanged
Phillips Financial Management, LLC2,560$224.5K0.02%+165+6.9%Added
Wintrust Investments LLC2,560$224.0K0.20%+2+0.1%Added
Aspiriant, LLC2,548$223.5K0.01%−108−4.1%Reduced
Holistic Financial Partners2,524$221.4K0.11%+3+0.1%Added
WealthTrust Axiom LLC2,518$220.9K0.07%00.0%Unchanged
Soltis Investment Advisors LLC2,515$220.6K0.02%+2,515New
Bailard, Inc.2,508$220.0K0.01%−46−1.8%Reduced
Doliver Advisors, LP2,505$219.7K0.06%+82+3.4%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,502$219.5K0.01%00.0%Unchanged
Liberty Wealth Management LLC2,481$217.6K0.04%+27+1.1%Added
Fort Point Capital Partners LLC2,480$217.5K0.02%+32+1.3%Added
PFG Advisors2,471$216.7K0.01%−55−2.2%Reduced