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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 7,615 | $543.4K | 0.01% | −957−11.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,587 | $541.4K | 0.07% | +6+0.1% | Added |
| Sequoia Financial Advisors, LLC | 7,569 | $540.1K | 0.00% | −985−11.5% | Reduced |
| Atomi Financial Group, Inc. | 7,552 | $538.9K | 0.02% | −2,705−26.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,551 | $538.8K | 0.00% | +7,551 | New |
| ELCO Management Co., LLC | 7,500 | $535.2K | 0.30% | +760+11.3% | Added |
| Smith, Moore & Co. | 7,440 | $530.9K | 0.05% | −102−1.4% | Reduced |
| Brighton Jones LLC | 7,415 | $529.1K | 0.02% | +167+2.3% | Added |
| Avantax Planning Partners, Inc. | 7,407 | $528.6K | 0.02% | −16−0.2% | Reduced |
| Shelton Capital Management | 7,386 | $527.1K | 0.01% | +3,810+106.5% | Added |
| Siemens Fonds Invest GmbH | 7,348 | $524.4K | 0.04% | +493+7.2% | Added |
| Financial Management Professionals, Inc. | 7,331 | $523.1K | 0.07% | +144+2.0% | Added |
| TD Private Client Wealth LLC | 7,300 | $520.9K | 0.01% | −9,672−57.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,216 | $514.9K | 0.13% | +309+4.5% | Added |
| Aigen Investment Management, LP | 7,209 | $514.4K | 0.08% | +7,209 | New |
| Ariston Services Group | 7,182 | $512.5K | 0.43% | −36−0.5% | Reduced |
| Wealth Alliance | 7,156 | $510.7K | 0.06% | −238−3.2% | Reduced |
| Checchi Capital Advisers, LLC | 7,152 | $510.4K | 0.04% | +317+4.6% | Added |
| Advisory Alpha, LLC | 7,087 | $505.7K | 0.02% | +255+3.7% | Added |
| MAI Capital Management | 7,039 | $502.3K | 0.00% | +667+10.5% | Added |
| Ameritas Advisory Services, LLC | 5,937 | $497.1K | 0.02% | −149−2.4% | Reduced |
| Signaturefd, LLC | 6,942 | $495.4K | 0.01% | −334−4.6% | Reduced |
| Aaron Wealth Advisors | 6,925 | $494.2K | 0.06% | −186−2.6% | Reduced |
| Heritage Wealth Management, Inc. | 6,867 | $490.0K | 0.17% | 00.0% | Unchanged |
| Potomac Fund Management Inc | 6,916 | $487.3K | 0.21% | +1,044+17.8% | Added |
| Tiaa Trust, National Association | 6,808 | $485.8K | 0.00% | −757−10.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,798 | $485.1K | 0.19% | −9−0.1% | Reduced |
| Bridgewater Advisors Inc. | 6,407 | $482.8K | 0.04% | +6,407 | New |
| Congress Wealth Management LLC | 6,742 | $480.0K | 0.01% | +1,764+35.4% | Added |
| Arkadios Wealth Advisors | 6,717 | $479.3K | 0.02% | +1,539+29.7% | Added |
| Octavia Wealth Advisors, LLC | 6,635 | $477.8K | 0.06% | +263+4.1% | Added |
| LVM Capital Management Ltd | 6,677 | $476.0K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,609 | $475.5K | 0.02% | −972−12.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,597 | $475.0K | 0.01% | +301+4.8% | Added |
| Gilman Hill Asset Management, LLC | 6,638 | $473.7K | 0.08% | −1,060−13.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,579 | $469.5K | 0.27% | −166−2.5% | Reduced |
| Jones Financial Companies LLLP | 6,609 | $461.1K | 0.00% | −296−4.3% | Reduced |
| Chicago Partners Investment Group LLC | 6,068 | $460.3K | 0.02% | −205−3.3% | Reduced |
| Zacks Investment Management | 6,433 | $459.0K | 0.00% | +8+0.1% | Added |
| HCR Wealth Advisors | 6,398 | $456.6K | 0.06% | +27+0.4% | Added |
| Sunbelt Securities, Inc. | 6,396 | $456.4K | 0.04% | −47−0.7% | Reduced |
| Cigna Investments Inc | 6,372 | $455.0K | 0.09% | −139−2.1% | Reduced |
| Magnetar Financial LLC | 6,359 | $453.8K | 0.01% | +6,359 | New |
| Ameritas Investment Partners, Inc. | 6,307 | $450.1K | 0.02% | +10.0% | Added |
| Caxton Associates LLP | 6,299 | $449.5K | 0.02% | +6,299 | New |
| Chesapeake Asset Management LLC | 6,284 | $448.4K | 0.43% | +476+8.2% | Added |
| AE Wealth Management LLC | 6,284 | $448.4K | 0.00% | −3,583−36.3% | Reduced |
| Old Port Advisors | 6,264 | $447.0K | 0.13% | −100−1.6% | Reduced |
| Prossimo Advisors, LLC | 6,221 | $444.0K | 0.33% | −47−0.7% | Reduced |
| Mediolanum International Funds Ltd | 6,340 | $442.1K | 0.01% | −201−3.1% | Reduced |
| Oak Thistle LLC | 6,195 | $442.1K | 0.09% | +6,195 | New |
| Bank of Hawaii | 6,155 | $439.2K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,139 | $438.1K | 0.01% | −284−4.4% | Reduced |
| Greenline Partners, LLC | 6,134 | $437.7K | 0.06% | +16+0.3% | Added |
| Sherbrooke Park Advisers LLC | 6,064 | $432.7K | 0.20% | +6,064 | New |
| Financial Perspectives, Inc | 6,057 | $432.2K | 0.15% | −101−1.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 6,054 | $432.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 6,047 | $431.5K | 0.25% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 4,913 | $431.0K | 0.14% | −72−1.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 6,000 | $428.2K | 0.46% | −900−13.0% | Reduced |
| Searle & Co. | 6,000 | $428.2K | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,957 | $425.1K | 0.01% | +3,029+103.4% | Added |
| Tritonpoint Wealth, LLC | 5,867 | $422.9K | 0.04% | −1,137−16.2% | Reduced |
| Portfolio Design Labs, LLC | 5,907 | $421.5K | 0.09% | −19,200−76.5% | Reduced |
| Meridian Wealth Management, LLC | 5,898 | $420.9K | 0.02% | +562+10.5% | Added |
| CIBC Private Wealth Group, LLC | 6,534 | $416.7K | 0.00% | −421−6.1% | Reduced |
| Crestwood Advisors Group LLC | 5,796 | $413.6K | 0.01% | +896+18.3% | Added |
| Presima Inc. | 5,767 | $411.5K | 0.09% | +117+2.1% | Added |
| Quotient Wealth Partners, LLC | 5,743 | $409.8K | 0.01% | −3,002−34.3% | Reduced |
| QRG Capital Management, Inc. | 5,742 | $409.7K | 0.00% | +261+4.8% | Added |
| Redhawk Wealth Advisors, Inc. | 5,722 | $408.3K | 0.05% | +178+3.2% | Added |
| Sepio Capital, LP | 5,695 | $406.4K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,641 | $402.6K | 0.03% | +526+10.3% | Added |
| IHT Wealth Management, LLC | 5,609 | $400.3K | 0.01% | +9+0.2% | Added |
| Cross Staff Investments Inc | 5,600 | $399.6K | 0.30% | 00.0% | Unchanged |
| Csenge Advisory Group | 5,611 | $399.0K | 0.02% | −654−10.4% | Reduced |
| NorthRock Partners, LLC | 5,538 | $398.7K | 0.01% | −1,246−18.4% | Reduced |
| Harbour Investments, Inc. | 5,569 | $397.4K | 0.01% | +317+6.0% | Added |
| Bokf, NA | 5,551 | $396.1K | 0.01% | +109+2.0% | Added |
| Syntegra Private Wealth Group, LLC | 5,506 | $392.9K | 0.05% | +102+1.9% | Added |
| Williams & Novak, LLC | 5,465 | $391.1K | 0.38% | +1,060+24.1% | Added |
| MJP Associates Inc | 5,473 | $390.6K | 0.07% | −722−11.7% | Reduced |
| Fort Washington Investment Advisors Inc | 5,451 | $389.0K | 0.00% | +25+0.5% | Added |
| Frank, Rimerman Advisors LLC | 5,442 | $388.3K | 0.03% | +525+10.7% | Added |
| SummitTX Capital, L.P. | 5,413 | $386.3K | 0.02% | +5,413 | New |
| Pallas Capital Advisors LLC | 5,384 | $384.2K | 0.02% | +5,384 | New |
| Neumann Capital Management, LLC | 5,347 | $381.6K | 0.13% | 00.0% | Unchanged |
| Rockland Trust Co | 5,323 | $379.8K | 0.02% | −389−6.8% | Reduced |
| Wallace Advisory Group, LLC | 4,281 | $375.5K | 0.26% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,237 | $373.7K | 0.00% | −216−4.0% | Reduced |
| Signal Advisors Wealth, LLC | 5,233 | $373.4K | 0.04% | +5,233 | New |
| Farther Finance Advisors, LLC | 5,191 | $371.5K | 0.01% | +2,046+65.1% | Added |
| Gotham Asset Management, LLC | 5,192 | $370.5K | 0.00% | −9,471−64.6% | Reduced |
| Foguth Wealth Management, LLC. | 5,179 | $369.6K | 0.09% | +5,179 | New |
| Ieq Capital, LLC | 5,161 | $368.3K | 0.00% | −1,986−27.8% | Reduced |
| Alteri Wealth LLC | 5,106 | $364.4K | 0.16% | −321−5.9% | Reduced |
| Fulton Bank, N.A. | 5,085 | $362.9K | 0.01% | −30−0.6% | Reduced |
| Wedmont Private Capital | 5,302 | $362.2K | 0.02% | −800−13.1% | Reduced |
| Skopos Labs, Inc. | 5,071 | $361.8K | 0.08% | +1,154+29.5% | Added |
| Gsa Capital Partners LLP | 5,055 | $361.0K | 0.03% | +5,055 | New |