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 |
|---|---|---|---|---|---|
| First American Trust, FSB | 3,054 | $218.0K | 0.02% | +74+2.5% | Added |
| Level Four Advisory Services, LLC | 3,068 | $219.0K | 0.01% | +185+6.4% | Added |
| Eventide Asset Management, LLC | 3,157 | $220.1K | 0.00% | −13,680−81.2% | Reduced |
| Cypress Wealth Services, LLC | 3,086 | $220.2K | 0.04% | −100−3.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,096 | $220.9K | 0.01% | +66+2.2% | Added |
| Advisor Resource Council | 26,547 | $221.3K | 0.02% | +26,547 | New |
| Childress Capital Advisors, LLC | 3,111 | $222.0K | 0.06% | +183+6.3% | Added |
| Valeo Financial Advisors, LLC | 3,115 | $222.3K | 0.01% | −988−24.1% | Reduced |
| MGB Wealth Management, LLC | 3,200 | $223.5K | 0.08% | 00.0% | Unchanged |
| Colonial Trust Co | 3,144 | $224.4K | 0.03% | −2,620−45.5% | Reduced |
| Allegheny Financial Group LTD | 3,192 | $227.8K | 0.06% | −37−1.1% | Reduced |
| Hodges Capital Management Inc. | 3,200 | $228.0K | 0.02% | −200−5.9% | Reduced |
| Destination Wealth Management | 3,207 | $228.8K | 0.01% | +912+39.7% | Added |
| Trinity Legacy Partners, LLC | 3,046 | $228.9K | 0.06% | −51,442−94.4% | Reduced |
| Rothschild Investment LLC | 3,208 | $228.9K | 0.02% | −450−12.3% | Reduced |
| TKG Advisors, LLC | 3,208 | $228.9K | 0.11% | +380+13.4% | Added |
| Wesbanco Bank Inc | 3,212 | $229.2K | 0.01% | +156+5.1% | Added |
| Regatta Capital Group, LLC | 3,230 | $230.5K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,099 | $232.2K | 0.01% | −111−3.5% | Reduced |
| Rossmore Private Capital | 3,259 | $232.6K | 0.03% | +10.0% | Added |
| Sound View Wealth Advisors Group, LLC | 3,279 | $234.0K | 0.02% | −505−13.3% | Reduced |
| Busey Wealth Management | 3,286 | $234.5K | 0.01% | +65+2.0% | Added |
| Ambassador Advisors, LLC | 3,290 | $234.8K | 0.04% | −234−6.6% | Reduced |
| SimpliFi, Inc. | 3,300 | $235.5K | 0.11% | +25+0.8% | Added |
| Atwood & Palmer Inc | 3,300 | $235.5K | 0.02% | 00.0% | Unchanged |
| R Squared Ltd | 3,300 | $235.5K | 0.25% | +3,070+1,334.8% | Added |
| PUREfi Wealth, LLC | 3,312 | $236.3K | 0.24% | +3,312 | New |
| Brookstone Capital Management | 3,331 | $237.7K | 0.00% | −3,244−49.3% | Reduced |
| Baxter Bros Inc | 3,350 | $239.1K | 0.03% | −50−1.5% | Reduced |
| Integrated Advisors Network LLC | 3,356 | $239.6K | 0.01% | −677−16.8% | Reduced |
| Alta Advisers Ltd | 3,365 | $240.1K | 0.10% | +3,365 | New |
| Cidel Asset Management Inc | 3,373 | $240.7K | 0.02% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 3,382 | $241.3K | 0.23% | −140−4.0% | Reduced |
| Von Berge Wealth Management Group, LLC | 3,254 | $242.5K | 0.16% | +6+0.2% | Added |
| Oak Asset Management, LLC | 3,400 | $242.6K | 0.09% | 00.0% | Unchanged |
| IMS Capital Management | 3,400 | $242.6K | 0.12% | +3,400 | New |
| Eqis Capital Management, Inc. | 3,402 | $242.7K | 0.02% | +3,402 | New |
| AMG National Trust Bank | 3,409 | $243.3K | 0.01% | −1,842−35.1% | Reduced |
| Seed Wealth Management, Inc. | 3,410 | $243.3K | 0.20% | +3,410 | New |
| Lindbrook Capital, LLC | 3,425 | $244.4K | 0.02% | +1,015+42.1% | Added |
| PharVision Advisers, LLC | 3,437 | $245.3K | 0.34% | −945−21.6% | Reduced |
| Private Trust Co NA | 3,439 | $245.4K | 0.03% | −64−1.8% | Reduced |
| Empire Financial Management Company, LLC | 3,444 | $245.8K | 0.08% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,448 | $246.1K | 0.01% | −91−2.6% | Reduced |
| Warren Averett Asset Management, LLC | 3,465 | $247.3K | 0.00% | +207+6.4% | Added |
| Wealthcare Advisory Partners LLC | 3,467 | $247.4K | 0.01% | +110+3.3% | Added |
| Insigneo Advisory Services, LLC | 3,491 | $249.1K | 0.03% | +324+10.2% | Added |
| Vivaldi Capital Management, LLC | 3,492 | $249.2K | 0.04% | +51+1.5% | Added |
| Pring Turner Capital Group Inc | 3,502 | $249.9K | 0.16% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 3,520 | $251.2K | 0.04% | −1,384−28.2% | Reduced |
| Brown Miller Wealth Management, LLC | 3,564 | $254.3K | 0.09% | +1,278+55.9% | Added |
| Aviso Wealth Management | 3,565 | $254.4K | 0.14% | −44−1.2% | Reduced |
| Howard Capital Management Inc. | 3,581 | $255.5K | 0.01% | −549−13.3% | Reduced |
| Continuum Advisory, LLC | 3,590 | $256.2K | 0.03% | −116−3.1% | Reduced |
| Center For Asset Management LLC | 3,592 | $256.3K | 0.16% | +52+1.5% | Added |
| PDS Planning, Inc | 3,601 | $257.0K | 0.02% | −642−15.1% | Reduced |
| Define Financial, LLC | 3,764 | $257.1K | 0.20% | +1,068+39.6% | Added |
| Delta Investment Management, LLC | 3,604 | $257.2K | 0.05% | +3,604 | New |
| Equitable Holdings, Inc. | 3,605 | $257.3K | 0.00% | +529+17.2% | Added |
| Centric Wealth Management | 3,613 | $257.8K | 0.07% | 00.0% | Unchanged |
| Graypoint LLC | 3,651 | $260.5K | 0.02% | −836−18.6% | Reduced |
| International Assets Investment Management, LLC | 3,678 | $262.5K | 0.02% | +3,678 | New |
| Sovran Advisors, LLC | 3,746 | $266.4K | 0.03% | +368+10.9% | Added |
| Callan Family Office, LLC | 3,763 | $268.5K | 0.02% | −105−2.7% | Reduced |
| Archer Investment Corp | 3,768 | $268.9K | 0.07% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,800 | $271.2K | 0.01% | −140−3.6% | Reduced |
| Williamson Legacy Group, LLC | 3,802 | $271.3K | 0.26% | −105−2.7% | Reduced |
| LJI Wealth Management, LLC | 3,808 | $271.8K | 0.05% | +10+0.3% | Added |
| Elyxium Wealth, LLC | 3,833 | $273.5K | 0.12% | +3,833 | New |
| Gerber Kawasaki Wealth & Investment Management | 3,840 | $274.1K | 0.01% | +28+0.7% | Added |
| Davidson Trust Co | 3,843 | $274.2K | 0.13% | −7−0.2% | Reduced |
| Simmons Bank | 3,880 | $276.9K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,885 | $277.2K | 0.03% | −92−2.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,900 | $278.3K | 0.02% | 00.0% | Unchanged |
| Manchester Financial Inc | 3,912 | $279.2K | 0.06% | −230−5.6% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 3,934 | $280.0K | 0.13% | −1,224−23.7% | Reduced |
| Conning Inc. | 3,924 | $280.0K | 0.01% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 3,928 | $280.3K | 0.12% | +5+0.1% | Added |
| Byrne Asset Management LLC | – | $280.4K | 0.21% | – | – |
| Everpar Advisors LLC | 3,969 | $283.2K | 0.15% | −1,264−24.2% | Reduced |
| Pitcairn Co | 3,996 | $285.2K | 0.02% | +378+10.4% | Added |
| JBR Co Financial Management Inc | 4,000 | $285.4K | 0.17% | 00.0% | Unchanged |
| G&S Capital LLC | 4,003 | $285.7K | 0.12% | +11+0.3% | Added |
| Opus Capital Group, LLC | 4,004 | $286.0K | 0.04% | −224−5.3% | Reduced |
| Capstone Investment Advisors, LLC | 4,020 | $286.9K | 0.00% | −8,359−67.5% | Reduced |
| Signature Wealth Management Partners, LLC | 4,020 | $286.9K | 0.19% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3,941 | $288.9K | 0.07% | +72+1.9% | Added |
| Headlands Technologies LLC | 4,056 | $289.4K | 0.03% | +4,056 | New |
| Plancorp, LLC | 4,069 | $290.4K | 0.01% | +29+0.7% | Added |
| Hanson & Doremus Investment Management | 4,077 | $291.0K | 0.04% | +30+0.7% | Added |
| Algert Global LLC | 4,080 | $291.1K | 0.01% | +4,080 | New |
| Groupe la Francaise | 4,183 | $293.1K | 0.01% | −436−9.4% | Reduced |
| Financial Alternatives, Inc | 4,120 | $294.0K | 0.21% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4,122 | $294.1K | 0.01% | −1,899−31.5% | Reduced |
| Rosenberg Matthew Hamilton | 4,123 | $294.2K | 0.07% | −18−0.4% | Reduced |
| Platinum Investment Management Ltd | 4,159 | $296.8K | 0.02% | +2,683+181.8% | Added |
| EverSource Wealth Advisors, LLC | 4,167 | $297.4K | 0.02% | +778+23.0% | Added |
| SRS Capital Advisors, Inc. | 4,192 | $299.2K | 0.02% | −3,626−46.4% | Reduced |
| Leisure Capital Management | 4,244 | $302.9K | 0.12% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 4,271 | $304.8K | 0.01% | +3,067+254.7% | Added |