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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 10,443 | $745.2K | 0.02% | −924−8.1% | Reduced |
| Brown Advisory Inc | 10,459 | $746.4K | 0.00% | −44−0.4% | Reduced |
| Diligent Investors, LLC | 10,527 | $751.2K | 0.18% | +170+1.6% | Added |
| SG Americas Securities, LLC | 10,548 | $753.0K | 0.00% | +8,671+462.0% | Added |
| Paradigm Financial Partners, LLC | 10,585 | $755.3K | 0.09% | −1,172−10.0% | Reduced |
| Grove Bank & Trust | 10,600 | $756.4K | 0.10% | +1,505+16.5% | Added |
| Ami Asset Management Corp | 10,652 | $760.1K | 0.04% | +4,034+61.0% | Added |
| Prudential PLC | 10,721 | $765.1K | 0.00% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 10,807 | $771.2K | 0.17% | +270+2.6% | Added |
| United Capital Financial Advisers, LLC | 10,812 | $771.5K | 0.01% | −3,879−26.4% | Reduced |
| Larson Financial Group LLC | 10,819 | $772.0K | 0.04% | +5,598+107.2% | Added |
| Resources Investment Advisors, LLC. | 10,820 | $772.1K | 0.01% | +764+7.6% | Added |
| Sumitomo Life Insurance Co | 10,861 | $775.0K | 0.03% | −162−1.5% | Reduced |
| Apollon Wealth Management, LLC | 10,862 | $775.1K | 0.02% | −720−6.2% | Reduced |
| BKD Wealth Advisors, LLC | 10,862 | $775.1K | 0.02% | +328+3.1% | Added |
| Kovitz Investment Group Partners, LLC | 11,026 | $786.8K | 0.00% | +2,379+27.5% | Added |
| Quadrature Capital Ltd | 11,089 | $790.9K | 0.02% | +11,089 | New |
| Merit Financial Group, LLC | 11,107 | $792.6K | 0.01% | +7,012+171.2% | Added |
| Alpha Cubed Investments, LLC | 11,126 | $794.0K | 0.04% | +4,160+59.7% | Added |
| MUFG Securities Americas Inc. | 11,212 | $800.1K | 0.09% | +1,862+19.9% | Added |
| Meeder Advisory Services, Inc. | 11,304 | $806.7K | 0.05% | −79−0.7% | Reduced |
| Applied Finance Capital Management, LLC | 11,334 | $808.8K | 0.06% | +143+1.3% | Added |
| Iams Wealth Management, LLC | 11,540 | $823.6K | 0.38% | +2,548+28.3% | Added |
| Principal Securities, Inc. | 9,479 | $831.5K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 11,691 | $834.3K | 0.01% | −439−3.6% | Reduced |
| Change Path, LLC | 11,728 | $836.9K | 0.03% | +479+4.3% | Added |
| Allworth Financial LP | 11,402 | $849.7K | 0.00% | −82−0.7% | Reduced |
| Cooper Financial Group | 11,981 | $854.9K | 0.11% | +271+2.3% | Added |
| Ti-Trust, Inc | 12,040 | $859.2K | 0.57% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 12,378 | $862.6K | 0.01% | −3,276−20.9% | Reduced |
| Twinbeech Capital LP | 12,103 | $863.7K | 0.02% | +12,103 | New |
| Kornitzer Capital Management Inc | 12,200 | $870.6K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 12,269 | $875.5K | 0.06% | +6,953+130.8% | Added |
| Union Bancaire Privee, UBP SA | 13,431 | $876.1K | 0.02% | −342,528−96.2% | Reduced |
| Beacon Pointe Advisors, LLC | 12,277 | $876.1K | 0.01% | +1,526+14.2% | Added |
| Diversify Advisory Services, LLC | 11,697 | $881.4K | 0.06% | +9,013+335.8% | Added |
| Lester Murray Antman dba SimplyRich | 12,511 | $892.0K | 0.26% | −1,261−9.2% | Reduced |
| Ignite Planners, LLC | 12,025 | $898.3K | 0.18% | +1,261+11.7% | Added |
| Peapack Gladstone Financial Corp | 12,694 | $906.0K | 0.01% | +7,069+125.7% | Added |
| Stonegate Investment Group, LLC | 12,912 | $921.4K | 0.02% | −419−3.1% | Reduced |
| Morningstar Investment Management LLC | 13,111 | $936.0K | 0.08% | +2,863+27.9% | Added |
| One Degree Advisors Inc | 13,182 | $940.0K | 0.39% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 12,530 | $944.1K | 0.05% | +1,065+9.3% | Added |
| V-Square Quantitative Management LLC | 13,469 | $961.1K | 0.14% | +341+2.6% | Added |
| Oxford Asset Management LLP | 13,472 | $961.4K | 0.44% | +13,472 | New |
| Fiduciary Trust Co | 13,574 | $968.6K | 0.01% | +357+2.7% | Added |
| Baird Financial Group, Inc. | 13,841 | $987.7K | 0.00% | −4,128−23.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 13,874 | $990.0K | 0.04% | −1,500−9.8% | Reduced |
| Sound Income Strategies, LLC | 13,889 | $991.1K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 13,911 | $992.7K | 0.02% | +530+4.0% | Added |
| Banque Cantonale Vaudoise | 14,037 | $1.00M | 0.04% | +14,037 | New |
| Point72 Hong Kong Ltd | 14,052 | $1.00M | 0.07% | +14,052 | New |
| Sierra Summit Advisors LLC | 14,153 | $1.01M | 0.22% | +7,399+109.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,565 | $1.02M | 0.01% | +1,667+12.9% | Added |
| Quaero Capital S.A. | 14,306 | $1.02M | 1.45% | +3,226+29.1% | Added |
| Golden State Equity Partners | 14,404 | $1.03M | 0.20% | −424−2.9% | Reduced |
| Perigon Wealth Management, LLC | 14,417 | $1.03M | 0.03% | −270−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 14,505 | $1.04M | 0.02% | −16,080−52.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 14,541 | $1.04M | 0.41% | −212−1.4% | Reduced |
| Whittier Trust Co | 14,694 | $1.05M | 0.01% | −65−0.4% | Reduced |
| United Services Automobile Association | 15,162 | $1.06M | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 14,841 | $1.06M | 0.02% | −26,560−64.2% | Reduced |
| Axxcess Wealth Management, LLC | 14,882 | $1.06M | 0.03% | −3,124−17.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 14,928 | $1.07M | 0.28% | +14,928 | New |
| Wolverine Trading, LLC | 15,301 | $1.07M | 0.03% | +11,265+279.1% | Added |
| J. Safra Sarasin Holding AG | 15,098 | $1.08M | 0.02% | −252−1.6% | Reduced |
| Zions Bancorporation, National Association | 15,121 | $1.08M | 0.07% | +15,121 | New |
| Pandora Wealth, Inc. | 15,132 | $1.08M | 0.71% | +15,132 | New |
| Centaurus Financial, Inc. | 15,172 | $1.08M | 0.07% | +716+5.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,255 | $1.09M | 0.01% | +400+2.7% | Added |
| SWP Financial LLC | 15,313 | $1.09M | 0.67% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 15,371 | $1.10M | 0.00% | −1,473−8.7% | Reduced |
| Dynamic Advisor Solutions LLC | 15,403 | $1.10M | 0.04% | +15,403 | New |
| HB Wealth Management, LLC | 15,498 | $1.11M | 0.01% | −3,289−17.5% | Reduced |
| Greenwood Capital Associates LLC | 15,708 | $1.12M | 0.15% | +1,629+11.6% | Added |
| Kestra Private Wealth Services, LLC | 16,166 | $1.15M | 0.02% | −3,402−17.4% | Reduced |
| Coastline Trust Co | 16,220 | $1.16M | 0.14% | −920−5.4% | Reduced |
| Intech Investment Management LLC | 16,299 | $1.16M | 0.01% | −156−0.9% | Reduced |
| Spirit of America Management Corp | 16,300 | $1.16M | 0.24% | +2,350+16.8% | Added |
| Fifth Third Wealth Advisors LLC | 16,413 | $1.17M | 0.06% | −1,445−8.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 16,528 | $1.18M | 0.68% | +246+1.5% | Added |
| Occudo Quantitative Strategies LP | 17,054 | $1.19M | 0.16% | −8,391−33.0% | Reduced |
| Sandy Spring Bank | 16,778 | $1.20M | 0.05% | −764−4.4% | Reduced |
| Trexquant Investment LP | 16,848 | $1.20M | 0.01% | +16,848 | New |
| Campbell & CO Investment Adviser LLC | 16,946 | $1.21M | 0.09% | +16,946 | New |
| Brookmont Capital Management | 17,075 | $1.22M | 0.69% | −637−3.6% | Reduced |
| VCI Wealth Management LLC | 17,082 | $1.22M | 0.51% | +17,082 | New |
| Snowden Capital Advisors LLC | 16,933 | $1.22M | 0.04% | −1,902−10.1% | Reduced |
| Defined Wealth Management, LLC | 17,210 | $1.23M | 0.83% | −48−0.3% | Reduced |
| Wedbush Securities Inc | 17,420 | $1.24M | 0.05% | −303−1.7% | Reduced |
| We Are One Seven, LLC | 17,454 | $1.25M | 0.05% | +2,086+13.6% | Added |
| Spirepoint Private Client, LLC | 17,639 | $1.26M | 0.16% | +6,107+53.0% | Added |
| MKT Advisors LLC | 19,763 | $1.26M | 0.59% | −377−1.9% | Reduced |
| Garda Capital Partners LP | 17,932 | $1.28M | 0.72% | +17,932 | New |
| Steward Partners Investment Advisory, LLC | 17,938 | $1.28M | 0.01% | +927+5.4% | Added |
| Empowered Funds, LLC | 18,008 | $1.29M | 0.02% | +6,196+52.5% | Added |
| Meiji Yasuda Life Insurance Co | 18,246 | $1.30M | 0.03% | −2,478−12.0% | Reduced |
| Commerzbank Aktiengesellschaft | 18,276 | $1.30M | 0.03% | +2,733+17.6% | Added |
| Regions Financial Corp | 18,352 | $1.31M | 0.01% | +254+1.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 18,424 | $1.31M | 0.09% | +10,375+128.9% | Added |