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 |
|---|---|---|---|---|---|
| Mattson Financial Services, LLC | 364 | $26.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 352 | $25.1K | 0.01% | +7+2.0% | Added |
| Ogorek Anthony Joseph | 352 | $25.0K | 0.01% | +352 | New |
| Clear Investment Research, LLC | 328 | $23.5K | 0.03% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 320 | $22.8K | 0.00% | −209−39.5% | Reduced |
| Private Wealth Asset Management, LLC | 318 | $22.7K | 0.00% | +318 | New |
| Cheviot Value Management, LLC | 300 | $22.6K | 0.00% | +300 | New |
| Silvant Capital Management LLC | 304 | $21.7K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $21.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 284 | $20.0K | 0.00% | −54−16.0% | Reduced |
| Gen-Wealth Partners Inc | 276 | $19.7K | 0.01% | −122−30.7% | Reduced |
| Frazier Financial Advisors, LLC | 275 | $19.6K | 0.02% | −47−14.6% | Reduced |
| Park Square Financial Group, LLC | 266 | $19.0K | 0.02% | −199−42.8% | Reduced |
| 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 |
| Saudi Central Bank | 249 | $17.8K | 0.09% | +249 | New |
| Westside Investment Management, Inc. | 248 | $17.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 241 | $17.2K | 0.01% | +14+6.2% | Added |
| Clal Insurance Enterprises Holdings Ltd | 233 | $17.0K | 0.00% | +181+348.1% | Added |
| Evermay Wealth Management LLC | 229 | $16.5K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 226 | $16.1K | 0.01% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 236 | $16.0K | 0.02% | +2+0.9% | Added |
| City State Bank | 222 | $15.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 210 | $15.0K | 0.01% | −14−6.3% | Reduced |
| Fairscale Capital, LLC | 208 | $15.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 208 | $14.8K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 207 | $14.8K | 0.00% | +153+283.3% | Added |
| New England Capital Financial Advisors LLC | 205 | $14.6K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $14.3K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 197 | $14.2K | 0.00% | +106+116.5% | Added |
| SOA Wealth Advisors, LLC. | 195 | $13.9K | 0.00% | −303−60.8% | Reduced |
| Wolff Wiese Magana LLC | 194 | $13.8K | 0.01% | +184+1,840.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 188 | $13.5K | 0.01% | −22−10.5% | Reduced |
| JFS Wealth Advisors, LLC | 184 | $13.1K | 0.00% | +7+4.0% | Added |
| New Age Alpha Advisors, LLC | 184 | $13.1K | 0.00% | +89+93.7% | Added |
| Collier Financial | 182 | $13.0K | 0.01% | +1+0.6% | Added |
| CNB Bank | 182 | $13.0K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 182 | $13.0K | 0.02% | +182 | New |
| Activest Wealth Management | 177 | $12.6K | 0.00% | +177 | New |
| Kozak & Associates, Inc. | 180 | $12.6K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 172 | $12.3K | 0.01% | +172 | New |
| Washington Trust Co | 171 | $12.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 158 | $11.3K | 0.00% | −285−64.3% | Reduced |
| Bell Investment Advisors, Inc | 157 | $11.2K | 0.00% | +12+8.3% | Added |
| 1620 Investment Advisors, Inc. | 156 | $11.1K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 150 | $10.7K | 0.01% | −50−25.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 150 | $10.7K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 145 | $10.3K | 0.00% | −12−7.6% | Reduced |
| Rakuten Securities, Inc. | 143 | $10.2K | 0.01% | +140+4,666.7% | Added |
| Armstrong Advisory Group, Inc | 116 | $10.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 142 | $10.1K | 0.00% | +142 | New |
| Wayfinding Financial, LLC | 150 | $10.0K | 0.00% | +150 | New |
| Brown, Lisle/Cummings, Inc. | 140 | $9.99K | 0.00% | +40+40.0% | Added |
| CGC Financial Services, LLC | 138 | $9.85K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 130 | $9.30K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 130 | $9.28K | 0.00% | −303−70.0% | Reduced |
| Global Financial Private Client, LLC | 126 | $8.99K | 0.00% | −5−3.8% | Reduced |
| NewSquare Capital LLC | 122 | $8.71K | 0.00% | +93+320.7% | Added |
| Millstone Evans Group, LLC | 120 | $8.56K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 118 | $8.42K | 0.01% | +118 | New |
| Aventura Private Wealth, LLC | 115 | $8.21K | 0.00% | +92+400.0% | Added |
| Hartford Financial Management Inc. | 114 | $8.14K | 0.00% | +74+185.0% | Added |
| Duncker Streett & Co Inc | 114 | $8.13K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 114 | $8.13K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 111 | $7.92K | 0.00% | +39+54.2% | Added |
| West Branch Capital LLC | 110 | $7.85K | 0.00% | +108+5,400.0% | Added |
| Hollencrest Capital Management | 108 | $7.71K | 0.00% | −322−74.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 101 | $7.21K | 0.00% | −4−3.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 100 | $7.14K | 0.00% | −106−51.5% | Reduced |
| NBT Bank N A | 100 | $7.14K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $7.14K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 97 | $6.92K | 0.00% | −10−9.3% | Reduced |
| Iron Horse Wealth Management, LLC | 95 | $6.78K | 0.00% | +77+427.8% | Added |
| TCTC Holdings, LLC | 92 | $6.57K | 0.00% | −244−72.6% | Reduced |
| Glen Eagle Advisors, LLC | 91 | $6.47K | 0.00% | +1+1.1% | Added |
| Compass Wealth Management LLC | 90 | $6.42K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 90 | $6.42K | 0.00% | +90 | New |
| HighMark Wealth Management LLC | 85 | $6.07K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 81 | $6.00K | 0.00% | +81 | New |
| Caldwell Sutter Capital, Inc. | 84 | $5.99K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 81 | $5.78K | 0.00% | −65−44.5% | Reduced |
| JNBA Financial Advisors | 78 | $5.57K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 76 | $5.42K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 75 | $5.35K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 72 | $5.14K | 0.00% | −674−90.3% | Reduced |
| Raffa Wealth Management, LLC | 72 | $5.14K | 0.00% | −80−52.6% | Reduced |
| WealthCollab, LLC | 69 | $4.92K | 0.00% | +69 | New |
| Aspect Partners, LLC | 68 | $4.85K | 0.00% | −6−8.1% | Reduced |
| Estabrook Capital Management | 64 | $4.57K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 62 | $4.46K | 0.00% | −31−33.3% | Reduced |
| Abound Wealth Management | 61 | $4.37K | 0.00% | −72−54.1% | Reduced |
| Concord Wealth Partners | 55 | $3.92K | 0.00% | −186−77.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 54 | $3.84K | 0.00% | +6+12.5% | Added |
| TFC Financial Management | 52 | $3.71K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 52 | $3.71K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 52 | $3.71K | 0.00% | +52 | New |