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 |
|---|---|---|---|---|---|
| Old Port Advisors | 6,264 | $447.0K | 0.13% | −100−1.6% | Reduced |
| AE Wealth Management LLC | 6,284 | $448.4K | 0.00% | −3,583−36.3% | Reduced |
| Chesapeake Asset Management LLC | 6,284 | $448.4K | 0.43% | +476+8.2% | Added |
| Caxton Associates LLP | 6,299 | $449.5K | 0.02% | +6,299 | New |
| Ameritas Investment Partners, Inc. | 6,307 | $450.1K | 0.02% | +10.0% | Added |
| Magnetar Financial LLC | 6,359 | $453.8K | 0.01% | +6,359 | New |
| Cigna Investments Inc | 6,372 | $455.0K | 0.09% | −139−2.1% | Reduced |
| Sunbelt Securities, Inc. | 6,396 | $456.4K | 0.04% | −47−0.7% | Reduced |
| HCR Wealth Advisors | 6,398 | $456.6K | 0.06% | +27+0.4% | Added |
| Zacks Investment Management | 6,433 | $459.0K | 0.00% | +8+0.1% | Added |
| Chicago Partners Investment Group LLC | 6,068 | $460.3K | 0.02% | −205−3.3% | Reduced |
| Jones Financial Companies LLLP | 6,609 | $461.1K | 0.00% | −296−4.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,579 | $469.5K | 0.27% | −166−2.5% | Reduced |
| Gilman Hill Asset Management, LLC | 6,638 | $473.7K | 0.08% | −1,060−13.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,597 | $475.0K | 0.01% | +301+4.8% | Added |
| Evergreen Capital Management LLC | 6,609 | $475.5K | 0.02% | −972−12.8% | Reduced |
| LVM Capital Management Ltd | 6,677 | $476.0K | 0.05% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 6,635 | $477.8K | 0.06% | +263+4.1% | Added |
| Arkadios Wealth Advisors | 6,717 | $479.3K | 0.02% | +1,539+29.7% | Added |
| Congress Wealth Management LLC | 6,742 | $480.0K | 0.01% | +1,764+35.4% | Added |
| Bridgewater Advisors Inc. | 6,407 | $482.8K | 0.04% | +6,407 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,798 | $485.1K | 0.19% | −9−0.1% | Reduced |
| Tiaa Trust, National Association | 6,808 | $485.8K | 0.00% | −757−10.0% | Reduced |
| Potomac Fund Management Inc | 6,916 | $487.3K | 0.21% | +1,044+17.8% | Added |
| Heritage Wealth Management, Inc. | 6,867 | $490.0K | 0.17% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,925 | $494.2K | 0.06% | −186−2.6% | Reduced |
| Signaturefd, LLC | 6,942 | $495.4K | 0.01% | −334−4.6% | Reduced |
| Ameritas Advisory Services, LLC | 5,937 | $497.1K | 0.02% | −149−2.4% | Reduced |
| MAI Capital Management | 7,039 | $502.3K | 0.00% | +667+10.5% | Added |
| Advisory Alpha, LLC | 7,087 | $505.7K | 0.02% | +255+3.7% | Added |
| Checchi Capital Advisers, LLC | 7,152 | $510.4K | 0.04% | +317+4.6% | Added |
| Wealth Alliance | 7,156 | $510.7K | 0.06% | −238−3.2% | Reduced |
| Ariston Services Group | 7,182 | $512.5K | 0.43% | −36−0.5% | Reduced |
| Aigen Investment Management, LP | 7,209 | $514.4K | 0.08% | +7,209 | New |
| Legacy Capital Wealth Partners, LLC | 7,216 | $514.9K | 0.13% | +309+4.5% | Added |
| TD Private Client Wealth LLC | 7,300 | $520.9K | 0.01% | −9,672−57.0% | Reduced |
| Financial Management Professionals, Inc. | 7,331 | $523.1K | 0.07% | +144+2.0% | Added |
| Siemens Fonds Invest GmbH | 7,348 | $524.4K | 0.04% | +493+7.2% | Added |
| Shelton Capital Management | 7,386 | $527.1K | 0.01% | +3,810+106.5% | Added |
| Avantax Planning Partners, Inc. | 7,407 | $528.6K | 0.02% | −16−0.2% | Reduced |
| Brighton Jones LLC | 7,415 | $529.1K | 0.02% | +167+2.3% | Added |
| Smith, Moore & Co. | 7,440 | $530.9K | 0.05% | −102−1.4% | Reduced |
| ELCO Management Co., LLC | 7,500 | $535.2K | 0.30% | +760+11.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,551 | $538.8K | 0.00% | +7,551 | New |
| Atomi Financial Group, Inc. | 7,552 | $538.9K | 0.02% | −2,705−26.4% | Reduced |
| Sequoia Financial Advisors, LLC | 7,569 | $540.1K | 0.00% | −985−11.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,587 | $541.4K | 0.07% | +6+0.1% | Added |
| Coldstream Capital Management Inc | 7,615 | $543.4K | 0.01% | −957−11.2% | Reduced |
| Quadrant Capital Group LLC | 7,648 | $545.8K | 0.02% | +1,456+23.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,655 | $546.3K | 0.01% | +5,153+206.0% | Added |
| Savant Capital, LLC | 7,742 | $552.5K | 0.00% | −1,462−15.9% | Reduced |
| James Investment Research Inc | 7,914 | $564.7K | 0.07% | −19,219−70.8% | Reduced |
| Coppell Advisory Solutions LLC | 7,528 | $567.2K | 0.08% | −1,491−16.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,038 | $573.5K | 0.10% | +1,603+24.9% | Added |
| Clearstead Advisors, LLC | 8,055 | $574.8K | 0.01% | +1,837+29.5% | Added |
| Simplex Trading, LLC | 8,068 | $575.0K | 0.02% | −16,485−67.1% | Reduced |
| Inceptionr LLC | 8,130 | $580.2K | 0.17% | +8,130 | New |
| Salem Investment Counselors Inc | 8,080 | $581.8K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8,169 | $582.9K | 0.01% | +133+1.7% | Added |
| Intrua Financial, LLC | 8,246 | $588.5K | 0.09% | +818+11.0% | Added |
| GAMMA Investing LLC | 8,297 | $592.1K | 0.04% | −5,044−37.8% | Reduced |
| Mendel Money Management | 8,346 | $595.6K | 0.28% | −63−0.7% | Reduced |
| West Paces Advisors Inc. | 8,376 | $597.7K | 0.14% | −930−10.0% | Reduced |
| Bessemer Group Inc | 8,378 | $598.0K | 0.00% | −1,630−16.3% | Reduced |
| My Legacy Advisors, LLC | 8,412 | $600.3K | 0.23% | +201+2.4% | Added |
| Mesirow Financial Investment Management, Inc. | 8,421 | $600.8K | 0.01% | +18+0.2% | Added |
| Venturi Wealth Management, LLC | 8,425 | $601.2K | 0.03% | +179+2.2% | Added |
| 44 Wealth Management LLC | 8,491 | $605.9K | 0.23% | −7,841−48.0% | Reduced |
| Mechanics Bank Trust Department | 8,550 | $610.1K | 0.08% | −450−5.0% | Reduced |
| Parallel Advisors, LLC | 8,608 | $614.3K | 0.01% | −1,844−17.6% | Reduced |
| Norden Group LLC | 8,706 | $621.3K | 0.07% | −1,430−14.1% | Reduced |
| Flputnam Investment Management Co | 8,764 | $625.4K | 0.01% | −45,218−83.8% | Reduced |
| Cohen Capital Management, Inc. | 8,800 | $628.0K | 0.11% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 8,883 | $633.9K | 0.55% | +492+5.9% | Added |
| Claro Advisors LLC | 8,903 | $635.3K | 0.09% | −463−4.9% | Reduced |
| Strategic Investment Advisors | 9,130 | $651.5K | 0.07% | −345−3.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 9,131 | $651.6K | 0.49% | −19−0.2% | Reduced |
| Advisor OS, LLC | 9,311 | $664.4K | 0.08% | −741−7.4% | Reduced |
| Prosperity Consulting Group, LLC | 9,380 | $669.4K | 0.05% | −960−9.3% | Reduced |
| Jump Financial, LLC | 9,493 | $677.4K | 0.01% | +3,693+63.7% | Added |
| Cohen Klingenstein LLC | 9,600 | $685.1K | 0.02% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 9,635 | $687.5K | 0.19% | +2,093+27.8% | Added |
| Cookson Peirce & Co Inc | 9,656 | $689.1K | 0.03% | +1,317+15.8% | Added |
| Premier Fund Managers Ltd | 10,000 | $697.0K | 0.03% | −22,500−69.2% | Reduced |
| Moneta Group Investment Advisors LLC | 9,782 | $698.1K | 0.01% | +319+3.4% | Added |
| Sompo Asset Management Co., Ltd. | 9,790 | $698.6K | 0.13% | +3,680+60.2% | Added |
| Gradient Investments LLC | 9,790 | $698.6K | 0.01% | +21+0.2% | Added |
| Westmount Partners, LLC | 9,842 | $702.3K | 0.21% | −646−6.2% | Reduced |
| Van Hulzen Asset Management, LLC | 9,875 | $704.7K | 0.06% | +4,016+68.5% | Added |
| National Asset Management, Inc. | 9,906 | $706.9K | 0.02% | +108+1.1% | Added |
| West Wealth Group, LLC | 9,928 | $710.4K | 0.21% | −476−4.6% | Reduced |
| Leonteq Securities AG | 10,024 | $712.1K | 0.05% | +7,075+239.9% | Added |
| Greenleaf Trust | 10,046 | $716.9K | 0.01% | −816−7.5% | Reduced |
| Toroso Investments, LLC | 10,059 | $717.8K | 0.01% | −4,281−29.9% | Reduced |
| Paradigm Asset Management Co LLC | 10,100 | $720.7K | 0.19% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 10,153 | $724.5K | 0.59% | +10,153 | New |
| Chicago Trust Co NA | 10,185 | $726.8K | 0.13% | −295−2.8% | Reduced |
| Letson Investment Management, Inc. | 10,200 | $727.9K | 0.29% | +10,200 | New |
| Petrus Trust Company, LTA | 10,222 | $729.4K | 0.07% | +10,222 | New |
| Walleye Capital LLC | 10,419 | $743.5K | 0.01% | +10,419 | New |