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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, Q1 2025

Institutional positions in Sempra as of Mar 31, 2025. 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
1,148
−34 vs. Q4 2024
Shares held
581.6M
−735.4K (−0.1%) vs. Q4 2024
Total value
$41.5B
−$9.58B (−18.7%) vs. Q4 2024
New holders
135
425 more added
Sold out
169
418 more reduced

23 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 1,148 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 heldQ1 2025: $41.5B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q4 2024.

Institutions holding SRE in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc1$710.00%−324−99.7%Reduced
GPS Wealth Strategies Group, LLC1$710.00%+1New
Perkins Coie Trust Co2$1420.00%+2New
BOK Financial Private Wealth, Inc.0$2040.00%0New
HFM Investment Advisors, LLC3$2150.00%+3New
Binnacle Investments Inc4$2850.00%+4New
GoalVest Advisory LLC6$4280.00%+6New
Olistico Wealth, LLC6$4280.00%+6New
Principia Wealth Advisory, LLC7$4760.00%−12−63.2%Reduced
NVWM, LLC7$5000.00%−286−97.6%Reduced
Parkworth Wealth Management, Inc.7$5000.00%00.0%Unchanged
Winnow Wealth LLC10$6970.00%+3+42.9%Added
Wood Tarver Financial Group, LLC10$7140.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC11$7850.00%+11New
Redwood Park Advisors LLC12$8570.00%00.0%Unchanged
USA Financial Portformulas Corp13$9280.00%−13,646−99.9%Reduced
Atlas Capital Advisors LLC14$9990.00%00.0%Unchanged
Acadian Asset Management LLC22$1.00K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.14$1.00K0.00%+14New
Cape Investment Advisory, Inc.15$1.07K0.00%−2−11.8%Reduced
WealthTrak Capital Management LLC15$1.07K0.00%−20−57.1%Reduced
PFS Partners, LLC15$1.07K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC15$1.08K0.00%+15New
TD Capital Management LLC15$1.08K0.00%00.0%Unchanged
Valued Wealth Advisors LLC15$1.08K0.00%00.0%Unchanged
Fairman Group, LLC0$1.15K0.00%−13−100.0%Reduced
Albion Financial Group17$1.21K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc18$1.58K0.00%00.0%Unchanged
Transce3nd, LLC23$1.64K0.00%−108−82.4%Reduced
Motco24$1.71K0.00%−52−68.4%Reduced
SJS Investment Consulting Inc.24$1.71K0.00%−3−11.1%Reduced
Carolinas Wealth Consulting LLC28$2.00K0.00%−20−41.7%Reduced
UMA Financial Services, Inc.28$2.00K0.00%+28New
Burkett Financial Services, LLC30$2.14K0.00%+30New
Truvestments Capital LLC32$2.28K0.00%00.0%Unchanged
True Wealth Design, LLC32$2.29K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.36$2.57K0.00%00.0%Unchanged
Sachetta, LLC37$2.65K0.00%−72−66.1%Reduced
Roxbury Financial LLC42$2.99K0.00%+1+2.4%Added
Capital A Wealth Management, LLC42$3.00K0.00%−3−6.7%Reduced
Penserra Capital Management LLC54$3.00K0.00%−1,605−96.7%Reduced
Synergy Investment Management, LLC44$3.14K0.00%−283−86.5%Reduced
Lowe Wealth Advisors, LLC44$3.14K0.00%00.0%Unchanged
BFSG, LLC46$3.28K0.00%+46New
Kayne Anderson Rudnick Investment Management LLC49$3.50K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC50$3.57K0.00%−50−50.0%Reduced
Global Wealth Strategies & Associates50$3.60K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC51$3.64K0.00%00.0%Unchanged
TFC Financial Management52$3.71K0.00%00.0%Unchanged
Old Second National Bank of Aurora52$3.71K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC52$3.71K0.00%+52New
Quest 10 Wealth Builders, Inc.54$3.84K0.00%+6+12.5%Added
Concord Wealth Partners55$3.92K0.00%−186−77.2%Reduced
Abound Wealth Management61$4.37K0.00%−72−54.1%Reduced
Highline Wealth Partners LLC62$4.46K0.00%−31−33.3%Reduced
Estabrook Capital Management64$4.57K0.00%00.0%Unchanged
Aspect Partners, LLC68$4.85K0.00%−6−8.1%Reduced
WealthCollab, LLC69$4.92K0.00%+69New
Creative Financial Designs Inc72$5.14K0.00%−674−90.3%Reduced
Raffa Wealth Management, LLC72$5.14K0.00%−80−52.6%Reduced
Strategic Investment Solutions, Inc.75$5.35K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A76$5.42K0.00%00.0%Unchanged
JNBA Financial Advisors78$5.57K0.00%00.0%Unchanged
South State Corp.81$5.78K0.00%−65−44.5%Reduced
Caldwell Sutter Capital, Inc.84$5.99K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.81$6.00K0.00%+81New
HighMark Wealth Management LLC85$6.07K0.00%00.0%Unchanged
Sofos Investments, Inc.90$6.42K0.00%+90New
Compass Wealth Management LLC90$6.42K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC91$6.47K0.00%+1+1.1%Added
TCTC Holdings, LLC92$6.57K0.00%−244−72.6%Reduced
Iron Horse Wealth Management, LLC95$6.78K0.00%+77+427.8%Added
Fortitude Family Office, LLC97$6.92K0.00%−10−9.3%Reduced
Avion Wealth90$7.00K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.100$7.14K0.00%−106−51.5%Reduced
NBT Bank N A100$7.14K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$7.14K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.101$7.21K0.00%−4−3.8%Reduced
Hollencrest Capital Management108$7.71K0.00%−322−74.9%Reduced
West Branch Capital LLC110$7.85K0.00%+108+5,400.0%Added
Addison Advisors LLC111$7.92K0.00%+39+54.2%Added
Duncker Streett & Co Inc114$8.13K0.00%00.0%Unchanged
Mascoma Wealth Management LLC114$8.13K0.00%00.0%Unchanged
Hartford Financial Management Inc.114$8.14K0.00%+74+185.0%Added
Aventura Private Wealth, LLC115$8.21K0.00%+92+400.0%Added
North Capital, Inc.118$8.42K0.01%+118New
Millstone Evans Group, LLC120$8.56K0.01%00.0%Unchanged
NewSquare Capital LLC122$8.71K0.00%+93+320.7%Added
Global Financial Private Client, LLC126$8.99K0.00%−5−3.8%Reduced
St Germain D J Co Inc130$9.28K0.00%−303−70.0%Reduced
West Oak Capital, LLC130$9.30K0.00%00.0%Unchanged
CGC Financial Services, LLC138$9.85K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.140$9.99K0.00%+40+40.0%Added
Wayfinding Financial, LLC150$10.0K0.00%+150New
City Holding Co142$10.1K0.00%+142New
Armstrong Advisory Group, Inc116$10.2K0.00%00.0%Unchanged
Rakuten Securities, Inc.143$10.2K0.01%+140+4,666.7%Added
Dunhill Financial, LLC145$10.3K0.00%−12−7.6%Reduced
Hopwood Financial Services, Inc.150$10.7K0.01%−50−25.0%Reduced
DHJJ Financial Advisors, Ltd.150$10.7K0.00%00.0%Unchanged