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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1620 Investment Advisors, Inc. | 156 | $11.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 157 | $11.2K | 0.00% | +12+8.3% | Added |
| LRI Investments, LLC | 158 | $11.3K | 0.00% | −285−64.3% | Reduced |
| Washington Trust Co | 171 | $12.2K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 172 | $12.3K | 0.01% | +172 | New |
| Kozak & Associates, Inc. | 180 | $12.6K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 177 | $12.6K | 0.00% | +177 | New |
| CNB Bank | 182 | $13.0K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 182 | $13.0K | 0.02% | +182 | New |
| Collier Financial | 182 | $13.0K | 0.01% | +1+0.6% | Added |
| New Age Alpha Advisors, LLC | 184 | $13.1K | 0.00% | +89+93.7% | Added |
| JFS Wealth Advisors, LLC | 184 | $13.1K | 0.00% | +7+4.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 188 | $13.5K | 0.01% | −22−10.5% | Reduced |
| Wolff Wiese Magana LLC | 194 | $13.8K | 0.01% | +184+1,840.0% | Added |
| SOA Wealth Advisors, LLC. | 195 | $13.9K | 0.00% | −303−60.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 197 | $14.2K | 0.00% | +106+116.5% | Added |
| Lavaca Capital LLC | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $14.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 205 | $14.6K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 207 | $14.8K | 0.00% | +153+283.3% | Added |
| Key Financial Inc | 208 | $14.8K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 208 | $15.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 210 | $15.0K | 0.01% | −14−6.3% | Reduced |
| City State Bank | 222 | $15.8K | 0.01% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 236 | $16.0K | 0.02% | +2+0.9% | Added |
| Pinney & Scofield, Inc. | 226 | $16.1K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 229 | $16.5K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 233 | $17.0K | 0.00% | +181+348.1% | Added |
| Pinnacle Bancorp, Inc. | 241 | $17.2K | 0.01% | +14+6.2% | Added |
| Westside Investment Management, Inc. | 248 | $17.7K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 249 | $17.8K | 0.09% | +249 | New |
| Atala Financial Inc | 255 | $18.2K | 0.01% | −6−2.3% | Reduced |
| High Note Wealth, LLC | 255 | $18.2K | 0.00% | −1−0.4% | Reduced |
| United Community Bank | 255 | $18.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 255 | $18.2K | 0.00% | +15+6.3% | Added |
| Park Square Financial Group, LLC | 266 | $19.0K | 0.02% | −199−42.8% | Reduced |
| Frazier Financial Advisors, LLC | 275 | $19.6K | 0.02% | −47−14.6% | Reduced |
| Gen-Wealth Partners Inc | 276 | $19.7K | 0.01% | −122−30.7% | Reduced |
| GW&K Investment Management, LLC | 284 | $20.0K | 0.00% | −54−16.0% | Reduced |
| Crews Bank & Trust | 300 | $21.4K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 304 | $21.7K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 300 | $22.6K | 0.00% | +300 | New |
| Private Wealth Asset Management, LLC | 318 | $22.7K | 0.00% | +318 | New |
| Kestra Investment Management, LLC | 320 | $22.8K | 0.00% | −209−39.5% | Reduced |
| Clear Investment Research, LLC | 328 | $23.5K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 352 | $25.0K | 0.01% | +352 | New |
| Dogwood Wealth Management LLC | 352 | $25.1K | 0.01% | +7+2.0% | Added |
| Mattson Financial Services, LLC | 364 | $26.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 376 | $26.0K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 300 | $26.3K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 375 | $26.8K | 0.01% | +40+11.9% | Added |
| Optimum Investment Advisors | 380 | $27.1K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 388 | $27.7K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 390 | $27.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 398 | $28.4K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 399 | $28.5K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $28.5K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 400 | $28.5K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 400 | $28.5K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 402 | $28.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 424 | $30.0K | 0.00% | −97−18.6% | Reduced |
| First Command Advisory Services, Inc. | 427 | $30.5K | 0.00% | +27+6.8% | Added |
| Pingora Partners LLC | 430 | $30.7K | 0.02% | +140+48.3% | Added |
| Cary Street Partners Financial LLC | 432 | $30.8K | 0.00% | −209−32.6% | Reduced |
| Rise Advisors, LLC | 440 | $31.4K | 0.01% | +96+27.9% | Added |
| Financial Connections Group, Inc. | 458 | $32.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 480 | $34.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 484 | $35.0K | 0.02% | +23+5.0% | Added |
| VSM Wealth Advisory, LLC | 498 | $35.5K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $35.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 516 | $36.8K | 0.00% | −125−19.5% | Reduced |
| Opal Wealth Advisors, LLC | 530 | $37.8K | 0.01% | +530 | New |
| Farmers & Merchants Investments Inc | 556 | $39.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 580 | $41.4K | 0.00% | +246+73.7% | Added |
| Versant Capital Management, Inc | 585 | $41.7K | 0.01% | −421−41.8% | Reduced |
| Horrell Capital Management, Inc. | 600 | $42.8K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 600 | $42.8K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 606 | $43.0K | 0.01% | −6−1.0% | Reduced |
| Asset Dedication, LLC | 606 | $43.2K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 638 | $45.0K | 0.01% | +2+0.3% | Added |
| CoreCap Advisors, LLC | 647 | $46.2K | 0.00% | +339+110.1% | Added |
| Toth Financial Advisory Corp | 671 | $47.9K | 0.01% | +5+0.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 680 | $48.5K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 694 | $50.0K | 0.00% | −142−17.0% | Reduced |
| Trust Co of Vermont | 704 | $50.2K | 0.00% | +52+8.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 705 | $50.3K | 0.10% | −303−30.1% | Reduced |
| Bruce G. Allen Investments, LLC | 747 | $53.3K | 0.04% | −43−5.4% | Reduced |
| Ofi Invest Asset Management | 812 | $53.6K | 0.00% | +302+59.2% | Added |
| Puff Wealth Management, LLC | 774 | $55.2K | 0.10% | +774 | New |
| MV Capital Management, Inc. | 789 | $56.3K | 0.01% | −280−26.2% | Reduced |
| Medallion Wealth Advisors, LLC | 788 | $56.4K | 0.03% | +211+36.6% | Added |
| GeoWealth Management, LLC | 807 | $57.6K | 0.00% | −1,075−57.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 812 | $59.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 855 | $61.0K | 0.01% | +559+188.9% | Added |
| Webster Bank, N. A. | 862 | $61.5K | 0.01% | +91+11.8% | Added |
| SBI Securities Co., Ltd. | 864 | $61.7K | 0.00% | +44+5.4% | Added |
| Orion Capital Management LLC | 872 | $62.2K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 877 | $62.8K | 0.02% | −1,173−57.2% | Reduced |
| GHP Investment Advisors, Inc. | 894 | $63.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 902 | $64.4K | 0.03% | 00.0% | Unchanged |