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 |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC | 51 | $3.64K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $3.60K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 50 | $3.57K | 0.00% | −50−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 49 | $3.50K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 46 | $3.28K | 0.00% | +46 | New |
| Synergy Investment Management, LLC | 44 | $3.14K | 0.00% | −283−86.5% | Reduced |
| Lowe Wealth Advisors, LLC | 44 | $3.14K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 54 | $3.00K | 0.00% | −1,605−96.7% | Reduced |
| Capital A Wealth Management, LLC | 42 | $3.00K | 0.00% | −3−6.7% | Reduced |
| Roxbury Financial LLC | 42 | $2.99K | 0.00% | +1+2.4% | Added |
| Sachetta, LLC | 37 | $2.65K | 0.00% | −72−66.1% | Reduced |
| Crowley Wealth Management, Inc. | 36 | $2.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $2.29K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 32 | $2.28K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 30 | $2.14K | 0.00% | +30 | New |
| UMA Financial Services, Inc. | 28 | $2.00K | 0.00% | +28 | New |
| Carolinas Wealth Consulting LLC | 28 | $2.00K | 0.00% | −20−41.7% | Reduced |
| Motco | 24 | $1.71K | 0.00% | −52−68.4% | Reduced |
| SJS Investment Consulting Inc. | 24 | $1.71K | 0.00% | −3−11.1% | Reduced |
| Transce3nd, LLC | 23 | $1.64K | 0.00% | −108−82.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 18 | $1.58K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 17 | $1.21K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 0 | $1.15K | 0.00% | −13−100.0% | Reduced |
| Valued Wealth Advisors LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $1.08K | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $1.07K | 0.00% | −20−57.1% | Reduced |
| PFS Partners, LLC | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 15 | $1.07K | 0.00% | −2−11.8% | Reduced |
| Acadian Asset Management LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Atlas Capital Advisors LLC | 14 | $999 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $928 | 0.00% | −13,646−99.9% | Reduced |
| Redwood Park Advisors LLC | 12 | $857 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 11 | $785 | 0.00% | +11 | New |
| Wood Tarver Financial Group, LLC | 10 | $714 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 10 | $697 | 0.00% | +3+42.9% | Added |
| NVWM, LLC | 7 | $500 | 0.00% | −286−97.6% | Reduced |
| Parkworth Wealth Management, Inc. | 7 | $500 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $476 | 0.00% | −12−63.2% | Reduced |
| GoalVest Advisory LLC | 6 | $428 | 0.00% | +6 | New |
| Olistico Wealth, LLC | 6 | $428 | 0.00% | +6 | New |
| Binnacle Investments Inc | 4 | $285 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 3 | $215 | 0.00% | +3 | New |
| BOK Financial Private Wealth, Inc. | 0 | $204 | 0.00% | 0 | New |
| Perkins Coie Trust Co | 2 | $142 | 0.00% | +2 | New |
| Meeder Asset Management Inc | 1 | $71 | 0.00% | −324−99.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $71 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −9,732−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −1,578,711−100.0% | Sold out |
| Covea Finance | 0 | $0 | 0.00% | −324,945−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −318,146−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −113,783−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −112,609−100.0% | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −98,354−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −85,351−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −82,675−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −75,536−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −70,489−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −64,925−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −62,040−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −52,369−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −45,282−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −41,601−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −40,877−100.0% | Sold out |
| Rice Partnership, LLC | 0 | $0 | 0.00% | −40,370−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −39,449−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −38,678−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −31,858−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −21,333−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −21,144−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −18,951−100.0% | Sold out |
| Fox Hill Wealth Management | 0 | $0 | 0.00% | −17,627−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −16,128−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −14,731−100.0% | Sold out |
| Marion Wealth Management | 0 | $0 | 0.00% | −13,781−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −12,971−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −12,418−100.0% | Sold out |
| Aviso Financial Inc. | 0 | $0 | 0.00% | −11,850−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −10,795−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −9,846−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −9,685−100.0% | Sold out |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −8,914−100.0% | Sold out |
| Burford Brothers, Inc. | 0 | $0 | 0.00% | −8,845−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −8,671−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −7,582−100.0% | Sold out |
| Petra Financial Advisors Inc | 0 | $0 | 0.00% | −7,549−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −7,505−100.0% | Sold out |
| SGL Investment Advisors, Inc. | 0 | $0 | 0.00% | −7,888−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −6,847−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −6,743−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −5,450−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −5,316−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −5,289−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −5,185−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −5,155−100.0% | Sold out |