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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 4,293 | $306.3K | 0.02% | +4+0.1% | Added |
| Wimmer Associates 1, LLC | 4,138 | $310.9K | 0.16% | −1,996−32.5% | Reduced |
| Waddell & Associates, LLC | 4,384 | $312.8K | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4,415 | $315.1K | 0.01% | +739+20.1% | Added |
| FineMark National Bank & Trust | 4,428 | $316.0K | 0.01% | −385−8.0% | Reduced |
| Beck Mack & Oliver LLC | 4,440 | $316.8K | 0.01% | +33+0.7% | Added |
| Transcend Wealth Collective, LLC | 4,442 | $317.0K | 0.02% | −924−17.2% | Reduced |
| Great Lakes Advisors, LLC | 4,469 | $318.9K | 0.00% | −44,589−90.9% | Reduced |
| Savvy Advisors, Inc. | 4,484 | $320.0K | 0.03% | −45−1.0% | Reduced |
| US Asset Management LLC | 4,484 | $320.0K | 0.31% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,500 | $321.1K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,511 | $321.9K | 0.00% | −61−1.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,479 | $321.9K | 0.02% | −900−16.7% | Reduced |
| Patten Group, Inc. | 4,525 | $322.9K | 0.07% | +1,875+70.8% | Added |
| Williams Jones Wealth Management, LLC. | 4,528 | $323.1K | 0.00% | +200+4.6% | Added |
| D.B. Root & Company, LLC | 4,530 | $323.3K | 0.10% | −178−3.8% | Reduced |
| Bryn Mawr Trust Co | 4,532 | $323.4K | 0.01% | −221−4.6% | Reduced |
| MBB Public Markets I LLC | 4,543 | $324.2K | 0.04% | +4,543 | New |
| Farmers & Merchants Trust Co of Long Beach | 4,556 | $325.1K | 0.08% | −500−9.9% | Reduced |
| Wealthspire Advisors, LLC | 4,571 | $326.2K | 0.00% | −692−13.1% | Reduced |
| Fortem Financial Group, LLC | 4,573 | $326.3K | 0.13% | −464−9.2% | Reduced |
| Cornerstone Wealth Management, LLC | 4,574 | $326.4K | 0.02% | +242+5.6% | Added |
| Associated Banc-Corp | 4,600 | $328.3K | 0.01% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,607 | $328.8K | 0.03% | −274−5.6% | Reduced |
| AA Financial Advisors, LLC | 4,632 | $330.5K | 0.08% | +308+7.1% | Added |
| Axq Capital, LP | 4,638 | $331.0K | 0.13% | +4,638 | New |
| Edge Financial Advisors LLC | 4,639 | $331.0K | 0.21% | +37+0.8% | Added |
| PFG Advisors | 4,652 | $332.0K | 0.02% | +2,181+88.3% | Added |
| Marcum Wealth, LLC | 4,653 | $332.0K | 0.03% | +305+7.0% | Added |
| Quest Partners LLC | 4,660 | $332.5K | 0.04% | +4,660 | New |
| Etesian Wealth Advisors, Inc. | 4,662 | $332.7K | 0.14% | +70+1.5% | Added |
| First Horizon Advisors, Inc. | 4,670 | $333.3K | 0.01% | +2,001+75.0% | Added |
| Dynamic Technology Lab Private Ltd | 4,673 | $334.0K | 0.05% | +4,673 | New |
| Capital Advisors Inc | 4,716 | $336.5K | 0.01% | +20.0% | Added |
| Bridgefront Capital, LLC | 4,802 | $342.7K | 0.10% | +4,802 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 4,764 | $343.4K | 0.15% | −419−8.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,858 | $346.7K | 0.02% | −621−11.3% | Reduced |
| Confluence Wealth Services, Inc. | 4,738 | $347.3K | 0.02% | +2,214+87.7% | Added |
| AIMZ Investment Advisors, LLC | 4,910 | $350.4K | 0.12% | 00.0% | Unchanged |
| Diversified Trust Co | 4,924 | $351.4K | 0.01% | −524−9.6% | Reduced |
| First Foundation Advisors | 4,936 | $352.3K | 0.01% | −92−1.8% | Reduced |
| Perennial Investment Advisors, LLC | 4,945 | $352.9K | 0.04% | −123−2.4% | Reduced |
| Great Valley Advisor Group, Inc. | 4,953 | $353.6K | 0.01% | +430+9.5% | Added |
| Centre Asset Management, LLC | 4,986 | $356.0K | 0.09% | +158+3.3% | Added |
| Weatherly Asset Management L. P. | 4,949 | $356.1K | 0.03% | +43+0.9% | Added |
| Vance Wealth, Inc. | 5,031 | $359.0K | 0.13% | −370−6.9% | Reduced |
| Avantra Family Wealth, Inc. | 5,031 | $359.0K | 0.34% | −688−12.0% | Reduced |
| Chesapeake Wealth Management | 5,039 | $359.6K | 0.13% | −125−2.4% | Reduced |
| Gsa Capital Partners LLP | 5,055 | $361.0K | 0.03% | +5,055 | New |
| Skopos Labs, Inc. | 5,071 | $361.8K | 0.08% | +1,154+29.5% | Added |
| Wedmont Private Capital | 5,302 | $362.2K | 0.02% | −800−13.1% | Reduced |
| Fulton Bank, N.A. | 5,085 | $362.9K | 0.01% | −30−0.6% | Reduced |
| Alteri Wealth LLC | 5,106 | $364.4K | 0.16% | −321−5.9% | Reduced |
| Ieq Capital, LLC | 5,161 | $368.3K | 0.00% | −1,986−27.8% | Reduced |
| Foguth Wealth Management, LLC. | 5,179 | $369.6K | 0.09% | +5,179 | New |
| Gotham Asset Management, LLC | 5,192 | $370.5K | 0.00% | −9,471−64.6% | Reduced |
| Farther Finance Advisors, LLC | 5,191 | $371.5K | 0.01% | +2,046+65.1% | Added |
| Signal Advisors Wealth, LLC | 5,233 | $373.4K | 0.04% | +5,233 | New |
| Private Advisor Group, LLC | 5,237 | $373.7K | 0.00% | −216−4.0% | Reduced |
| Wallace Advisory Group, LLC | 4,281 | $375.5K | 0.26% | 00.0% | Unchanged |
| Rockland Trust Co | 5,323 | $379.8K | 0.02% | −389−6.8% | Reduced |
| Neumann Capital Management, LLC | 5,347 | $381.6K | 0.13% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,384 | $384.2K | 0.02% | +5,384 | New |
| SummitTX Capital, L.P. | 5,413 | $386.3K | 0.02% | +5,413 | New |
| Frank, Rimerman Advisors LLC | 5,442 | $388.3K | 0.03% | +525+10.7% | Added |
| Fort Washington Investment Advisors Inc | 5,451 | $389.0K | 0.00% | +25+0.5% | Added |
| MJP Associates Inc | 5,473 | $390.6K | 0.07% | −722−11.7% | Reduced |
| Williams & Novak, LLC | 5,465 | $391.1K | 0.38% | +1,060+24.1% | Added |
| Syntegra Private Wealth Group, LLC | 5,506 | $392.9K | 0.05% | +102+1.9% | Added |
| Bokf, NA | 5,551 | $396.1K | 0.01% | +109+2.0% | Added |
| Harbour Investments, Inc. | 5,569 | $397.4K | 0.01% | +317+6.0% | Added |
| NorthRock Partners, LLC | 5,538 | $398.7K | 0.01% | −1,246−18.4% | Reduced |
| Csenge Advisory Group | 5,611 | $399.0K | 0.02% | −654−10.4% | Reduced |
| Cross Staff Investments Inc | 5,600 | $399.6K | 0.30% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,609 | $400.3K | 0.01% | +9+0.2% | Added |
| Jacobi Capital Management LLC | 5,641 | $402.6K | 0.03% | +526+10.3% | Added |
| Sepio Capital, LP | 5,695 | $406.4K | 0.03% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,722 | $408.3K | 0.05% | +178+3.2% | Added |
| QRG Capital Management, Inc. | 5,742 | $409.7K | 0.00% | +261+4.8% | Added |
| Quotient Wealth Partners, LLC | 5,743 | $409.8K | 0.01% | −3,002−34.3% | Reduced |
| Presima Inc. | 5,767 | $411.5K | 0.09% | +117+2.1% | Added |
| Crestwood Advisors Group LLC | 5,796 | $413.6K | 0.01% | +896+18.3% | Added |
| CIBC Private Wealth Group, LLC | 6,534 | $416.7K | 0.00% | −421−6.1% | Reduced |
| Meridian Wealth Management, LLC | 5,898 | $420.9K | 0.02% | +562+10.5% | Added |
| Portfolio Design Labs, LLC | 5,907 | $421.5K | 0.09% | −19,200−76.5% | Reduced |
| Tritonpoint Wealth, LLC | 5,867 | $422.9K | 0.04% | −1,137−16.2% | Reduced |
| Buckingham Strategic Partners | 5,957 | $425.1K | 0.01% | +3,029+103.4% | Added |
| Alan B. Lancz & Associates, Inc. | 6,000 | $428.2K | 0.46% | −900−13.0% | Reduced |
| Searle & Co. | 6,000 | $428.2K | 0.12% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 4,913 | $431.0K | 0.14% | −72−1.4% | Reduced |
| Pointe Capital Management LLC | 6,047 | $431.5K | 0.25% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 6,054 | $432.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 6,057 | $432.2K | 0.15% | −101−1.6% | Reduced |
| Sherbrooke Park Advisers LLC | 6,064 | $432.7K | 0.20% | +6,064 | New |
| Greenline Partners, LLC | 6,134 | $437.7K | 0.06% | +16+0.3% | Added |
| Sigma Planning Corp | 6,139 | $438.1K | 0.01% | −284−4.4% | Reduced |
| Bank of Hawaii | 6,155 | $439.2K | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 6,195 | $442.1K | 0.09% | +6,195 | New |
| Mediolanum International Funds Ltd | 6,340 | $442.1K | 0.01% | −201−3.1% | Reduced |
| Prossimo Advisors, LLC | 6,221 | $444.0K | 0.33% | −47−0.7% | Reduced |