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 |
|---|---|---|---|---|---|
| Chesapeake Wealth Management | 5,039 | $359.6K | 0.13% | −125−2.4% | Reduced |
| Avantra Family Wealth, Inc. | 5,031 | $359.0K | 0.34% | −688−12.0% | Reduced |
| Vance Wealth, Inc. | 5,031 | $359.0K | 0.13% | −370−6.9% | Reduced |
| Weatherly Asset Management L. P. | 4,949 | $356.1K | 0.03% | +43+0.9% | Added |
| Centre Asset Management, LLC | 4,986 | $356.0K | 0.09% | +158+3.3% | Added |
| Great Valley Advisor Group, Inc. | 4,953 | $353.6K | 0.01% | +430+9.5% | Added |
| Perennial Investment Advisors, LLC | 4,945 | $352.9K | 0.04% | −123−2.4% | Reduced |
| First Foundation Advisors | 4,936 | $352.3K | 0.01% | −92−1.8% | Reduced |
| Diversified Trust Co | 4,924 | $351.4K | 0.01% | −524−9.6% | Reduced |
| AIMZ Investment Advisors, LLC | 4,910 | $350.4K | 0.12% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,738 | $347.3K | 0.02% | +2,214+87.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,858 | $346.7K | 0.02% | −621−11.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 4,764 | $343.4K | 0.15% | −419−8.1% | Reduced |
| Bridgefront Capital, LLC | 4,802 | $342.7K | 0.10% | +4,802 | New |
| Capital Advisors Inc | 4,716 | $336.5K | 0.01% | +20.0% | Added |
| Dynamic Technology Lab Private Ltd | 4,673 | $334.0K | 0.05% | +4,673 | New |
| First Horizon Advisors, Inc. | 4,670 | $333.3K | 0.01% | +2,001+75.0% | Added |
| Etesian Wealth Advisors, Inc. | 4,662 | $332.7K | 0.14% | +70+1.5% | Added |
| Quest Partners LLC | 4,660 | $332.5K | 0.04% | +4,660 | New |
| Marcum Wealth, LLC | 4,653 | $332.0K | 0.03% | +305+7.0% | Added |
| PFG Advisors | 4,652 | $332.0K | 0.02% | +2,181+88.3% | Added |
| Edge Financial Advisors LLC | 4,639 | $331.0K | 0.21% | +37+0.8% | Added |
| Axq Capital, LP | 4,638 | $331.0K | 0.13% | +4,638 | New |
| AA Financial Advisors, LLC | 4,632 | $330.5K | 0.08% | +308+7.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,607 | $328.8K | 0.03% | −274−5.6% | Reduced |
| Associated Banc-Corp | 4,600 | $328.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,574 | $326.4K | 0.02% | +242+5.6% | Added |
| Fortem Financial Group, LLC | 4,573 | $326.3K | 0.13% | −464−9.2% | Reduced |
| Wealthspire Advisors, LLC | 4,571 | $326.2K | 0.00% | −692−13.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,556 | $325.1K | 0.08% | −500−9.9% | Reduced |
| MBB Public Markets I LLC | 4,543 | $324.2K | 0.04% | +4,543 | New |
| Bryn Mawr Trust Co | 4,532 | $323.4K | 0.01% | −221−4.6% | Reduced |
| D.B. Root & Company, LLC | 4,530 | $323.3K | 0.10% | −178−3.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,528 | $323.1K | 0.00% | +200+4.6% | Added |
| Patten Group, Inc. | 4,525 | $322.9K | 0.07% | +1,875+70.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,479 | $321.9K | 0.02% | −900−16.7% | Reduced |
| Johnson Investment Counsel Inc | 4,511 | $321.9K | 0.00% | −61−1.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,500 | $321.1K | 0.04% | 00.0% | Unchanged |
| US Asset Management LLC | 4,484 | $320.0K | 0.31% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 4,484 | $320.0K | 0.03% | −45−1.0% | Reduced |
| Great Lakes Advisors, LLC | 4,469 | $318.9K | 0.00% | −44,589−90.9% | Reduced |
| Transcend Wealth Collective, LLC | 4,442 | $317.0K | 0.02% | −924−17.2% | Reduced |
| Beck Mack & Oliver LLC | 4,440 | $316.8K | 0.01% | +33+0.7% | Added |
| FineMark National Bank & Trust | 4,428 | $316.0K | 0.01% | −385−8.0% | Reduced |
| Pensionmark Financial Group, LLC | 4,415 | $315.1K | 0.01% | +739+20.1% | Added |
| Waddell & Associates, LLC | 4,384 | $312.8K | 0.04% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,138 | $310.9K | 0.16% | −1,996−32.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,293 | $306.3K | 0.02% | +4+0.1% | Added |
| Altshuler Shaham Ltd | 4,271 | $304.8K | 0.01% | +3,067+254.7% | Added |
| Leisure Capital Management | 4,244 | $302.9K | 0.12% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,192 | $299.2K | 0.02% | −3,626−46.4% | Reduced |
| EverSource Wealth Advisors, LLC | 4,167 | $297.4K | 0.02% | +778+23.0% | Added |
| Platinum Investment Management Ltd | 4,159 | $296.8K | 0.02% | +2,683+181.8% | Added |
| Rosenberg Matthew Hamilton | 4,123 | $294.2K | 0.07% | −18−0.4% | Reduced |
| Sagespring Wealth Partners, LLC | 4,122 | $294.1K | 0.01% | −1,899−31.5% | Reduced |
| Financial Alternatives, Inc | 4,120 | $294.0K | 0.21% | 00.0% | Unchanged |
| Groupe la Francaise | 4,183 | $293.1K | 0.01% | −436−9.4% | Reduced |
| Algert Global LLC | 4,080 | $291.1K | 0.01% | +4,080 | New |
| Hanson & Doremus Investment Management | 4,077 | $291.0K | 0.04% | +30+0.7% | Added |
| Plancorp, LLC | 4,069 | $290.4K | 0.01% | +29+0.7% | Added |
| Headlands Technologies LLC | 4,056 | $289.4K | 0.03% | +4,056 | New |
| Cornerstone Planning Group LLC | 3,941 | $288.9K | 0.07% | +72+1.9% | Added |
| Capstone Investment Advisors, LLC | 4,020 | $286.9K | 0.00% | −8,359−67.5% | Reduced |
| Signature Wealth Management Partners, LLC | 4,020 | $286.9K | 0.19% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 4,004 | $286.0K | 0.04% | −224−5.3% | Reduced |
| G&S Capital LLC | 4,003 | $285.7K | 0.12% | +11+0.3% | Added |
| JBR Co Financial Management Inc | 4,000 | $285.4K | 0.17% | 00.0% | Unchanged |
| Pitcairn Co | 3,996 | $285.2K | 0.02% | +378+10.4% | Added |
| Everpar Advisors LLC | 3,969 | $283.2K | 0.15% | −1,264−24.2% | Reduced |
| Byrne Asset Management LLC | – | $280.4K | 0.21% | – | – |
| Lakeshore Financial Planning, Inc. | 3,928 | $280.3K | 0.12% | +5+0.1% | Added |
| Conning Inc. | 3,924 | $280.0K | 0.01% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 3,934 | $280.0K | 0.13% | −1,224−23.7% | Reduced |
| Manchester Financial Inc | 3,912 | $279.2K | 0.06% | −230−5.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,900 | $278.3K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,885 | $277.2K | 0.03% | −92−2.3% | Reduced |
| Simmons Bank | 3,880 | $276.9K | 0.02% | 00.0% | Unchanged |
| Davidson Trust Co | 3,843 | $274.2K | 0.13% | −7−0.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,840 | $274.1K | 0.01% | +28+0.7% | Added |
| Elyxium Wealth, LLC | 3,833 | $273.5K | 0.12% | +3,833 | New |
| LJI Wealth Management, LLC | 3,808 | $271.8K | 0.05% | +10+0.3% | Added |
| Williamson Legacy Group, LLC | 3,802 | $271.3K | 0.26% | −105−2.7% | Reduced |
| Summit Financial, LLC | 3,800 | $271.2K | 0.01% | −140−3.6% | Reduced |
| Archer Investment Corp | 3,768 | $268.9K | 0.07% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,763 | $268.5K | 0.02% | −105−2.7% | Reduced |
| Sovran Advisors, LLC | 3,746 | $266.4K | 0.03% | +368+10.9% | Added |
| International Assets Investment Management, LLC | 3,678 | $262.5K | 0.02% | +3,678 | New |
| Graypoint LLC | 3,651 | $260.5K | 0.02% | −836−18.6% | Reduced |
| Centric Wealth Management | 3,613 | $257.8K | 0.07% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,605 | $257.3K | 0.00% | +529+17.2% | Added |
| Delta Investment Management, LLC | 3,604 | $257.2K | 0.05% | +3,604 | New |
| Define Financial, LLC | 3,764 | $257.1K | 0.20% | +1,068+39.6% | Added |
| PDS Planning, Inc | 3,601 | $257.0K | 0.02% | −642−15.1% | Reduced |
| Center For Asset Management LLC | 3,592 | $256.3K | 0.16% | +52+1.5% | Added |
| Continuum Advisory, LLC | 3,590 | $256.2K | 0.03% | −116−3.1% | Reduced |
| Howard Capital Management Inc. | 3,581 | $255.5K | 0.01% | −549−13.3% | Reduced |
| Aviso Wealth Management | 3,565 | $254.4K | 0.14% | −44−1.2% | Reduced |
| Brown Miller Wealth Management, LLC | 3,564 | $254.3K | 0.09% | +1,278+55.9% | Added |
| NWF Advisory Services Inc. | 3,520 | $251.2K | 0.04% | −1,384−28.2% | Reduced |
| Pring Turner Capital Group Inc | 3,502 | $249.9K | 0.16% | 00.0% | Unchanged |