Skip to main content

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
Fox Run Management, L.L.C.0$00.00%−4,860−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−4,690−100.0%Sold out
Ballentine Partners, LLC0$00.00%−4,629−100.0%Sold out
one8zero8, LLC0$00.00%−4,580−100.0%Sold out
Lionshead Wealth Management, LLC0$00.00%−3,946−100.0%Sold out
Cable Hill Partners, LLC0$00.00%−3,887−100.0%Sold out
OmniStar Financial Group, Inc.0$00.00%−3,741−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−3,725−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−3,713−100.0%Sold out
SOL Capital Management CO0$00.00%−3,702−100.0%Sold out
Retireful, LLC0$00.00%−3,638−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−3,302−100.0%Sold out
TFB Advisors LLC0$00.00%−3,285−100.0%Sold out
Lakeridge Wealth Management LLC0$00.00%−3,280−100.0%Sold out
Boston Private Wealth LLC0$00.00%−3,256−100.0%Sold out
Maridea Wealth Management LLC0$00.00%−3,218−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−3,192−100.0%Sold out
Glaxis Capital Management, LLC0$00.00%−3,000−100.0%Sold out
Stordahl Capital Management, Inc.0$00.00%−2,935−100.0%Sold out
Essex Financial Services, Inc.0$00.00%−2,883−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−2,854−100.0%Sold out
Greenwich Wealth Management LLC0$00.00%−2,839−100.0%Sold out
Prosperity Wealth Management, Inc.0$00.00%−2,838−100.0%Sold out
King Luther Capital Management Corp0$00.00%−2,798−100.0%Sold out
Howland Capital Management LLC0$00.00%−2,772−100.0%Sold out
Davies Financial Advisors, Inc.0$00.00%−2,782−100.0%Sold out
Capital Advisory Group Advisory Services, LLC0$00.00%−2,767−100.0%Sold out
Future You Wealth LLC0$00.00%−2,764−100.0%Sold out
Fortress Wealth Management, Inc.0$00.00%−2,763−100.0%Sold out
New Covenant Trust Company, N.A.0$00.00%−2,772−100.0%Sold out
Fayez Sarofim & Co0$00.00%−2,750−100.0%Sold out
ASB Consultores, LLC0$00.00%−2,735−100.0%Sold out
Clarius Group, LLC0$00.00%−2,730−100.0%Sold out
Green Harvest Asset Management LLC0$00.00%−2,726−100.0%Sold out
626 Financial, LLC0$00.00%−2,722−100.0%Sold out
Net Worth Advisory Group0$00.00%−2,706−100.0%Sold out
LVW Advisors, LLC0$00.00%−2,692−100.0%Sold out
Pachira Investments Inc.0$00.00%−2,690−100.0%Sold out
First Interstate Bank0$00.00%−2,678−100.0%Sold out
Rehmann Capital Advisory Group0$00.00%−2,677−100.0%Sold out
Yelin Lapidot Holdings Management Ltd.0$00.00%−2,671−100.0%Sold out
Mission Wealth Management, LP0$00.00%−2,660−100.0%Sold out
North Star Asset Management Inc0$00.00%−2,653−100.0%Sold out
Legacy Financial Advisors, Inc.0$00.00%−2,639−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−2,639−100.0%Sold out
Bridgewealth Advisory Group, LLC0$00.00%−2,752−100.0%Sold out
James J. Burns & Company, LLC0$00.00%−2,596−100.0%Sold out
Pinnacle West Asset Management, Inc.0$00.00%−2,585−100.0%Sold out
Corton Capital Inc.0$00.00%−2,586−100.0%Sold out
Stone Run Capital, LLC0$00.00%−2,578−100.0%Sold out
Advisors Capital Management, LLC0$00.00%−2,564−100.0%Sold out
LifeSteps Financial, Inc.0$00.00%−2,564−100.0%Sold out
Phillips Financial Management, LLC0$00.00%−2,560−100.0%Sold out
Aspiriant, LLC0$00.00%−2,548−100.0%Sold out
Holistic Financial Partners0$00.00%−2,524−100.0%Sold out
WealthTrust Axiom LLC0$00.00%−2,518−100.0%Sold out
Soltis Investment Advisors LLC0$00.00%−2,515−100.0%Sold out
Bailard, Inc.0$00.00%−2,508−100.0%Sold out
Doliver Advisors, LP0$00.00%−2,505−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−2,481−100.0%Sold out
Fort Point Capital Partners LLC0$00.00%−2,480−100.0%Sold out
Syon Capital LLC0$00.00%−2,458−100.0%Sold out
Dash Acquisitions Inc.0$00.00%−2,637−100.0%Sold out
L2 Asset Management, LLC0$00.00%−2,454−100.0%Sold out
Howard Wealth Management, LLC0$00.00%−2,450−100.0%Sold out
Heritage Wealth Management, Inc.0$00.00%−2,444−100.0%Sold out
Fingerlakes Wealth Management, Inc.0$00.00%−2,439−100.0%Sold out
Longboard Asset Management, LP0$00.00%−2,427−100.0%Sold out
Pinnacle Associates Ltd0$00.00%−2,426−100.0%Sold out
PFG Investments, LLC0$00.00%−2,426−100.0%Sold out
Arbor Wealth Advisors LLC0$00.00%−2,408−100.0%Sold out
Bouchey Financial Group Ltd0$00.00%−2,394−100.0%Sold out
Apella Capital, LLC0$00.00%−2,400−100.0%Sold out
Lodestone Wealth Management LLC0$00.00%−2,384−100.0%Sold out
Vision Capital Management, Inc.0$00.00%−2,374−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−2,363−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−2,361−100.0%Sold out
Platform Technology Partners0$00.00%−2,357−100.0%Sold out
Legacy Advisors, LLC0$00.00%−2,318−100.0%Sold out
Dixon Fnancial Services, Inc.0$00.00%−2,332−100.0%Sold out
Bell & Brown Wealth Advisors, LLC0$00.00%−2,325−100.0%Sold out
Bull Oak Capital, LLC0$00.00%−2,323−100.0%Sold out
First National Bank Sioux Falls0$00.00%−2,320−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−2,300−100.0%Sold out
Check Capital Management Inc0$00.00%−2,299−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−2,295−100.0%Sold out
Sterling Investment Counsel, LLC0$00.00%−2,294−100.0%Sold out
Werba Rubin Papier Wealth Management0$00.00%−2,289−100.0%Sold out
Optiver Holding B.V.0$00.00%−1,722−100.0%Sold out
Ethos Financial Group, LLC0$00.00%−1,515−100.0%Sold out
Tucker Asset Management LLC0$00.00%−1,411−100.0%Sold out
Measured Risk Portfolios, Inc.0$00.00%−1,343−100.0%Sold out
Putney Financial Group LLC0$00.00%−1,029−100.0%Sold out
Fourth Dimension Wealth, LLC0$00.00%−812−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−515−100.0%Sold out
Pension & Wealth Management Advisors, Inc.0$00.00%−506−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−463−100.0%Sold out
Empirical Asset Management, LLC0$00.00%−11,435−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−355−100.0%Sold out
Human Investing LLC0$00.00%−351−100.0%Sold out