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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 24,994 | $1.80M | 0.05% | −2,226−8.2% | Reduced |
| Texas Yale Capital Corp. | 25,166 | $1.80M | 0.07% | +200+0.8% | Added |
| Quinn Opportunity Partners LLC | 25,100 | $1.79M | 0.13% | +25,100 | New |
| Profund Advisors LLC | 24,948 | $1.78M | 0.08% | −9,266−27.1% | Reduced |
| Wealthfront Advisers LLC | 24,243 | $1.73M | 0.00% | −24,359−50.1% | Reduced |
| Lazari Capital Management, Inc. | 24,225 | $1.73M | 0.71% | +241+1.0% | Added |
| Atria Wealth Solutions, Inc. | 23,390 | $1.67M | 0.02% | −12,443−34.7% | Reduced |
| Independent Advisor Alliance | 23,309 | $1.66M | 0.05% | +2,160+10.2% | Added |
| Lazard Asset Management LLC | 23,200 | $1.65M | 0.00% | +1,538+7.1% | Added |
| Jeppson Wealth Management, LLC | 23,058 | $1.65M | 0.60% | +2,196+10.5% | Added |
| RSM US Wealth Management LLC | 22,729 | $1.64M | 0.03% | −3,921−14.7% | Reduced |
| Alaska Permanent Fund Corp | 21,799 | $1.62M | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 21,948 | $1.57M | 0.02% | +728+3.4% | Added |
| Colonial Trust Advisors | 21,717 | $1.55M | 0.14% | −455−2.1% | Reduced |
| Empirical Finance, LLC | 21,715 | $1.55M | 0.09% | +447+2.1% | Added |
| Westpac Banking Corp | 21,712 | $1.55M | 0.11% | −1,150−5.0% | Reduced |
| Everence Capital Management Inc | 21,696 | $1.55M | 0.11% | −2,950−12.0% | Reduced |
| Ostrum Asset Management | 21,246 | $1.52M | 0.08% | +382+1.8% | Added |
| Mutual Advisors, LLC | 20,201 | $1.51M | 0.04% | −1,575−7.2% | Reduced |
| Kestra Advisory Services, LLC | 20,793 | $1.48M | 0.01% | +31+0.1% | Added |
| Northwest & Ethical Investments L.P. | 20,529 | $1.46M | 0.04% | +3,170+18.3% | Added |
| CWM, LLC | 20,463 | $1.46M | 0.01% | +5,716+38.8% | Added |
| Asset Planning,Inc | 20,441 | $1.46M | 1.14% | +257+1.3% | Added |
| Meketa Investment Group Inc | 20,311 | $1.45M | 1.95% | +9,308+84.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 20,182 | $1.44M | 0.29% | −4,130−17.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 20,146 | $1.44M | 0.02% | +34+0.2% | Added |
| GAM Holding AG | 20,143 | $1.44M | 0.11% | +20,143 | New |
| DLK Investment Management, LLC | 20,127 | $1.44M | 0.60% | −1,400−6.5% | Reduced |
| Petix & Botte Co | 20,000 | $1.43M | 0.38% | 00.0% | Unchanged |
| Maven Securities LTD | 20,000 | $1.43M | 0.31% | +20,000 | New |
| Nomura Holdings Inc | 19,998 | $1.43M | 0.01% | +5,104+34.3% | Added |
| Tokio Marine Asset Management Co Ltd | 19,892 | $1.42M | 0.05% | +3,660+22.5% | Added |
| LGT Group Foundation | 19,750 | $1.41M | 0.02% | −6,449−24.6% | Reduced |
| KCM Investment Advisors LLC | 19,736 | $1.41M | 0.05% | −9,180−31.7% | Reduced |
| Community Bank, N.A. | 19,590 | $1.40M | 0.19% | −1,340−6.4% | Reduced |
| J.W. Cole Advisors, Inc. | 19,557 | $1.40M | 0.04% | +19,557 | New |
| Vident Advisory, LLC | 19,412 | $1.39M | 0.02% | +3,474+21.8% | Added |
| Pensionfund Sabic | 19,400 | $1.38M | 0.41% | −2,000−9.3% | Reduced |
| Assenagon Asset Management S.A. | 19,350 | $1.38M | 0.00% | −29,996−60.8% | Reduced |
| Central Trust Co | 19,311 | $1.38M | 0.03% | −304−1.5% | Reduced |
| Sowell Financial Services LLC | 19,278 | $1.38M | 0.06% | −197−1.0% | Reduced |
| Spinnaker Investment Group, LLC | 18,999 | $1.36M | 0.31% | −32−0.2% | Reduced |
| South Dakota Investment Council | 18,987 | $1.35M | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 18,834 | $1.34M | 0.02% | −407−2.1% | Reduced |
| GTS Securities LLC | 18,780 | $1.34M | 0.06% | +14,885+382.2% | Added |
| Enhancing Capital LLC | 18,600 | $1.33M | 1.06% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 18,521 | $1.32M | 0.24% | +1,585+9.4% | Added |
| Prime Capital Investment Advisors, LLC | 18,520 | $1.32M | 0.02% | +2,710+17.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 18,424 | $1.31M | 0.09% | +10,375+128.9% | Added |
| Regions Financial Corp | 18,352 | $1.31M | 0.01% | +254+1.4% | Added |
| Commerzbank Aktiengesellschaft | 18,276 | $1.30M | 0.03% | +2,733+17.6% | Added |
| Meiji Yasuda Life Insurance Co | 18,246 | $1.30M | 0.03% | −2,478−12.0% | Reduced |
| Empowered Funds, LLC | 18,008 | $1.29M | 0.02% | +6,196+52.5% | Added |
| Steward Partners Investment Advisory, LLC | 17,938 | $1.28M | 0.01% | +927+5.4% | Added |
| Garda Capital Partners LP | 17,932 | $1.28M | 0.72% | +17,932 | New |
| MKT Advisors LLC | 19,763 | $1.26M | 0.59% | −377−1.9% | Reduced |
| Spirepoint Private Client, LLC | 17,639 | $1.26M | 0.16% | +6,107+53.0% | Added |
| We Are One Seven, LLC | 17,454 | $1.25M | 0.05% | +2,086+13.6% | Added |
| Wedbush Securities Inc | 17,420 | $1.24M | 0.05% | −303−1.7% | Reduced |
| Defined Wealth Management, LLC | 17,210 | $1.23M | 0.83% | −48−0.3% | Reduced |
| Snowden Capital Advisors LLC | 16,933 | $1.22M | 0.04% | −1,902−10.1% | Reduced |
| VCI Wealth Management LLC | 17,082 | $1.22M | 0.51% | +17,082 | New |
| Brookmont Capital Management | 17,075 | $1.22M | 0.69% | −637−3.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,946 | $1.21M | 0.09% | +16,946 | New |
| Trexquant Investment LP | 16,848 | $1.20M | 0.01% | +16,848 | New |
| Sandy Spring Bank | 16,778 | $1.20M | 0.05% | −764−4.4% | Reduced |
| Occudo Quantitative Strategies LP | 17,054 | $1.19M | 0.16% | −8,391−33.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 16,528 | $1.18M | 0.68% | +246+1.5% | Added |
| Fifth Third Wealth Advisors LLC | 16,413 | $1.17M | 0.06% | −1,445−8.1% | Reduced |
| Spirit of America Management Corp | 16,300 | $1.16M | 0.24% | +2,350+16.8% | Added |
| Intech Investment Management LLC | 16,299 | $1.16M | 0.01% | −156−0.9% | Reduced |
| Coastline Trust Co | 16,220 | $1.16M | 0.14% | −920−5.4% | Reduced |
| Kestra Private Wealth Services, LLC | 16,166 | $1.15M | 0.02% | −3,402−17.4% | Reduced |
| Greenwood Capital Associates LLC | 15,708 | $1.12M | 0.15% | +1,629+11.6% | Added |
| HB Wealth Management, LLC | 15,498 | $1.11M | 0.01% | −3,289−17.5% | Reduced |
| Dynamic Advisor Solutions LLC | 15,403 | $1.10M | 0.04% | +15,403 | New |
| Vontobel Holding Ltd. | 15,371 | $1.10M | 0.00% | −1,473−8.7% | Reduced |
| SWP Financial LLC | 15,313 | $1.09M | 0.67% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,255 | $1.09M | 0.01% | +400+2.7% | Added |
| Centaurus Financial, Inc. | 15,172 | $1.08M | 0.07% | +716+5.0% | Added |
| Pandora Wealth, Inc. | 15,132 | $1.08M | 0.71% | +15,132 | New |
| Zions Bancorporation, National Association | 15,121 | $1.08M | 0.07% | +15,121 | New |
| J. Safra Sarasin Holding AG | 15,098 | $1.08M | 0.02% | −252−1.6% | Reduced |
| Wolverine Trading, LLC | 15,301 | $1.07M | 0.03% | +11,265+279.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 14,928 | $1.07M | 0.28% | +14,928 | New |
| Axxcess Wealth Management, LLC | 14,882 | $1.06M | 0.03% | −3,124−17.3% | Reduced |
| Advisors Asset Management, Inc. | 14,841 | $1.06M | 0.02% | −26,560−64.2% | Reduced |
| United Services Automobile Association | 15,162 | $1.06M | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 14,694 | $1.05M | 0.01% | −65−0.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 14,541 | $1.04M | 0.41% | −212−1.4% | Reduced |
| Stratos Wealth Partners, LTD. | 14,505 | $1.04M | 0.02% | −16,080−52.6% | Reduced |
| Perigon Wealth Management, LLC | 14,417 | $1.03M | 0.03% | −270−1.8% | Reduced |
| Golden State Equity Partners | 14,404 | $1.03M | 0.20% | −424−2.9% | Reduced |
| Quaero Capital S.A. | 14,306 | $1.02M | 1.45% | +3,226+29.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,565 | $1.02M | 0.01% | +1,667+12.9% | Added |
| Sierra Summit Advisors LLC | 14,153 | $1.01M | 0.22% | +7,399+109.5% | Added |
| Point72 Hong Kong Ltd | 14,052 | $1.00M | 0.07% | +14,052 | New |
| Banque Cantonale Vaudoise | 14,037 | $1.00M | 0.04% | +14,037 | New |
| Umb Bank N A | 13,911 | $992.7K | 0.02% | +530+4.0% | Added |
| Sound Income Strategies, LLC | 13,889 | $991.1K | 0.06% | 00.0% | Unchanged |