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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 13,874 | $990.0K | 0.04% | −1,500−9.8% | Reduced |
| Baird Financial Group, Inc. | 13,841 | $987.7K | 0.00% | −4,128−23.0% | Reduced |
| Fiduciary Trust Co | 13,574 | $968.6K | 0.01% | +357+2.7% | Added |
| Oxford Asset Management LLP | 13,472 | $961.4K | 0.44% | +13,472 | New |
| V-Square Quantitative Management LLC | 13,469 | $961.1K | 0.14% | +341+2.6% | Added |
| HighPoint Advisor Group LLC | 12,530 | $944.1K | 0.05% | +1,065+9.3% | Added |
| One Degree Advisors Inc | 13,182 | $940.0K | 0.39% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 13,111 | $936.0K | 0.08% | +2,863+27.9% | Added |
| Stonegate Investment Group, LLC | 12,912 | $921.4K | 0.02% | −419−3.1% | Reduced |
| Peapack Gladstone Financial Corp | 12,694 | $906.0K | 0.01% | +7,069+125.7% | Added |
| Ignite Planners, LLC | 12,025 | $898.3K | 0.18% | +1,261+11.7% | Added |
| Lester Murray Antman dba SimplyRich | 12,511 | $892.0K | 0.26% | −1,261−9.2% | Reduced |
| Diversify Advisory Services, LLC | 11,697 | $881.4K | 0.06% | +9,013+335.8% | Added |
| Beacon Pointe Advisors, LLC | 12,277 | $876.1K | 0.01% | +1,526+14.2% | Added |
| Union Bancaire Privee, UBP SA | 13,431 | $876.1K | 0.02% | −342,528−96.2% | Reduced |
| Hilltop Holdings Inc. | 12,269 | $875.5K | 0.06% | +6,953+130.8% | Added |
| Kornitzer Capital Management Inc | 12,200 | $870.6K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 12,103 | $863.7K | 0.02% | +12,103 | New |
| Raiffeisen Bank International AG | 12,378 | $862.6K | 0.01% | −3,276−20.9% | Reduced |
| Ti-Trust, Inc | 12,040 | $859.2K | 0.57% | 00.0% | Unchanged |
| Cooper Financial Group | 11,981 | $854.9K | 0.11% | +271+2.3% | Added |
| Allworth Financial LP | 11,402 | $849.7K | 0.00% | −82−0.7% | Reduced |
| Change Path, LLC | 11,728 | $836.9K | 0.03% | +479+4.3% | Added |
| Stephens Inc | 11,691 | $834.3K | 0.01% | −439−3.6% | Reduced |
| Principal Securities, Inc. | 9,479 | $831.5K | 0.02% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 11,540 | $823.6K | 0.38% | +2,548+28.3% | Added |
| Applied Finance Capital Management, LLC | 11,334 | $808.8K | 0.06% | +143+1.3% | Added |
| Meeder Advisory Services, Inc. | 11,304 | $806.7K | 0.05% | −79−0.7% | Reduced |
| MUFG Securities Americas Inc. | 11,212 | $800.1K | 0.09% | +1,862+19.9% | Added |
| Alpha Cubed Investments, LLC | 11,126 | $794.0K | 0.04% | +4,160+59.7% | Added |
| Merit Financial Group, LLC | 11,107 | $792.6K | 0.01% | +7,012+171.2% | Added |
| Quadrature Capital Ltd | 11,089 | $790.9K | 0.02% | +11,089 | New |
| Kovitz Investment Group Partners, LLC | 11,026 | $786.8K | 0.00% | +2,379+27.5% | Added |
| BKD Wealth Advisors, LLC | 10,862 | $775.1K | 0.02% | +328+3.1% | Added |
| Apollon Wealth Management, LLC | 10,862 | $775.1K | 0.02% | −720−6.2% | Reduced |
| Sumitomo Life Insurance Co | 10,861 | $775.0K | 0.03% | −162−1.5% | Reduced |
| Resources Investment Advisors, LLC. | 10,820 | $772.1K | 0.01% | +764+7.6% | Added |
| Larson Financial Group LLC | 10,819 | $772.0K | 0.04% | +5,598+107.2% | Added |
| United Capital Financial Advisers, LLC | 10,812 | $771.5K | 0.01% | −3,879−26.4% | Reduced |
| Watts Gwilliam & Co., LLC | 10,807 | $771.2K | 0.17% | +270+2.6% | Added |
| Prudential PLC | 10,721 | $765.1K | 0.00% | 00.0% | Unchanged |
| Ami Asset Management Corp | 10,652 | $760.1K | 0.04% | +4,034+61.0% | Added |
| Grove Bank & Trust | 10,600 | $756.4K | 0.10% | +1,505+16.5% | Added |
| Paradigm Financial Partners, LLC | 10,585 | $755.3K | 0.09% | −1,172−10.0% | Reduced |
| SG Americas Securities, LLC | 10,548 | $753.0K | 0.00% | +8,671+462.0% | Added |
| Diligent Investors, LLC | 10,527 | $751.2K | 0.18% | +170+1.6% | Added |
| Brown Advisory Inc | 10,459 | $746.4K | 0.00% | −44−0.4% | Reduced |
| Bleakley Financial Group, LLC | 10,443 | $745.2K | 0.02% | −924−8.1% | Reduced |
| Walleye Capital LLC | 10,419 | $743.5K | 0.01% | +10,419 | New |
| Petrus Trust Company, LTA | 10,222 | $729.4K | 0.07% | +10,222 | New |
| Letson Investment Management, Inc. | 10,200 | $727.9K | 0.29% | +10,200 | New |
| Chicago Trust Co NA | 10,185 | $726.8K | 0.13% | −295−2.8% | Reduced |
| WESPAC Advisors, LLC | 10,153 | $724.5K | 0.59% | +10,153 | New |
| Paradigm Asset Management Co LLC | 10,100 | $720.7K | 0.19% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,059 | $717.8K | 0.01% | −4,281−29.9% | Reduced |
| Greenleaf Trust | 10,046 | $716.9K | 0.01% | −816−7.5% | Reduced |
| Leonteq Securities AG | 10,024 | $712.1K | 0.05% | +7,075+239.9% | Added |
| West Wealth Group, LLC | 9,928 | $710.4K | 0.21% | −476−4.6% | Reduced |
| National Asset Management, Inc. | 9,906 | $706.9K | 0.02% | +108+1.1% | Added |
| Van Hulzen Asset Management, LLC | 9,875 | $704.7K | 0.06% | +4,016+68.5% | Added |
| Westmount Partners, LLC | 9,842 | $702.3K | 0.21% | −646−6.2% | Reduced |
| Gradient Investments LLC | 9,790 | $698.6K | 0.01% | +21+0.2% | Added |
| Sompo Asset Management Co., Ltd. | 9,790 | $698.6K | 0.13% | +3,680+60.2% | Added |
| Moneta Group Investment Advisors LLC | 9,782 | $698.1K | 0.01% | +319+3.4% | Added |
| Premier Fund Managers Ltd | 10,000 | $697.0K | 0.03% | −22,500−69.2% | Reduced |
| Cookson Peirce & Co Inc | 9,656 | $689.1K | 0.03% | +1,317+15.8% | Added |
| Safeguard Investment Advisory Group, LLC | 9,635 | $687.5K | 0.19% | +2,093+27.8% | Added |
| Cohen Klingenstein LLC | 9,600 | $685.1K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,493 | $677.4K | 0.01% | +3,693+63.7% | Added |
| Prosperity Consulting Group, LLC | 9,380 | $669.4K | 0.05% | −960−9.3% | Reduced |
| Advisor OS, LLC | 9,311 | $664.4K | 0.08% | −741−7.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 9,131 | $651.6K | 0.49% | −19−0.2% | Reduced |
| Strategic Investment Advisors | 9,130 | $651.5K | 0.07% | −345−3.6% | Reduced |
| Claro Advisors LLC | 8,903 | $635.3K | 0.09% | −463−4.9% | Reduced |
| Ipsen Advisor Group LLC | 8,883 | $633.9K | 0.55% | +492+5.9% | Added |
| Cohen Capital Management, Inc. | 8,800 | $628.0K | 0.11% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 8,764 | $625.4K | 0.01% | −45,218−83.8% | Reduced |
| Norden Group LLC | 8,706 | $621.3K | 0.07% | −1,430−14.1% | Reduced |
| Parallel Advisors, LLC | 8,608 | $614.3K | 0.01% | −1,844−17.6% | Reduced |
| Mechanics Bank Trust Department | 8,550 | $610.1K | 0.08% | −450−5.0% | Reduced |
| 44 Wealth Management LLC | 8,491 | $605.9K | 0.23% | −7,841−48.0% | Reduced |
| Venturi Wealth Management, LLC | 8,425 | $601.2K | 0.03% | +179+2.2% | Added |
| Mesirow Financial Investment Management, Inc. | 8,421 | $600.8K | 0.01% | +18+0.2% | Added |
| My Legacy Advisors, LLC | 8,412 | $600.3K | 0.23% | +201+2.4% | Added |
| Bessemer Group Inc | 8,378 | $598.0K | 0.00% | −1,630−16.3% | Reduced |
| West Paces Advisors Inc. | 8,376 | $597.7K | 0.14% | −930−10.0% | Reduced |
| Mendel Money Management | 8,346 | $595.6K | 0.28% | −63−0.7% | Reduced |
| GAMMA Investing LLC | 8,297 | $592.1K | 0.04% | −5,044−37.8% | Reduced |
| Intrua Financial, LLC | 8,246 | $588.5K | 0.09% | +818+11.0% | Added |
| Whittier Trust Co of Nevada Inc | 8,169 | $582.9K | 0.01% | +133+1.7% | Added |
| Salem Investment Counselors Inc | 8,080 | $581.8K | 0.02% | 00.0% | Unchanged |
| Inceptionr LLC | 8,130 | $580.2K | 0.17% | +8,130 | New |
| Simplex Trading, LLC | 8,068 | $575.0K | 0.02% | −16,485−67.1% | Reduced |
| Clearstead Advisors, LLC | 8,055 | $574.8K | 0.01% | +1,837+29.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,038 | $573.5K | 0.10% | +1,603+24.9% | Added |
| Coppell Advisory Solutions LLC | 7,528 | $567.2K | 0.08% | −1,491−16.5% | Reduced |
| James Investment Research Inc | 7,914 | $564.7K | 0.07% | −19,219−70.8% | Reduced |
| Savant Capital, LLC | 7,742 | $552.5K | 0.00% | −1,462−15.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,655 | $546.3K | 0.01% | +5,153+206.0% | Added |
| Quadrant Capital Group LLC | 7,648 | $545.8K | 0.02% | +1,456+23.5% | Added |