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Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in Sempra as of Jun 30, 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
1,123
−9 vs. Q1 2025
Shares held
587.6M
+8.25M (+1.4%) vs. Q1 2025
Total value
$44.5B
+$3.19B (+7.7%) vs. Q1 2025
New holders
112
470 more added
Sold out
121
357 more reduced

16 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,123 institutions
Q1 2021: 811 institutionsQ2 2021: 819 institutionsQ3 2021: 803 institutionsQ4 2021: 887 institutionsQ1 2022: 954 institutionsQ2 2022: 958 institutionsQ3 2022: 962 institutionsQ4 2022: 1,006 institutionsQ1 2023: 984 institutionsQ2 2023: 992 institutionsQ3 2023: 984 institutionsQ4 2023: 1,040 institutionsQ1 2024: 1,044 institutionsQ2 2024: 1,040 institutionsQ3 2024: 1,105 institutionsQ4 2024: 1,205 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,123 institutionsQ3 2025: 1,152 institutionsQ4 2025: 1,213 institutionsQ1 2026: 1,274 institutionsQ2 2026: 1,288 institutions
Value heldQ2 2025: $44.5B
Q1 2021: $34.6BQ2 2021: $36.0BQ3 2021: $34.9BQ4 2021: $36.0BQ1 2022: $46.7BQ2 2022: $41.0BQ3 2022: $41.0BQ4 2022: $41.9BQ1 2023: $41.4BQ2 2023: $39.4BQ3 2023: $36.9BQ4 2023: $42.4BQ1 2024: $40.5BQ2 2024: $43.5BQ3 2024: $47.9BQ4 2024: $51.4BQ1 2025: $41.5BQ2 2025: $44.5BQ3 2025: $54.4BQ4 2025: $53.4BQ1 2026: $57.3BQ2 2026: $55.9B
Institutions holding SRE and their total value by quarter
QuarterHoldersValue
Q2 20261,288$55.9B
Q1 20261,274$57.3B
Q4 20251,213$53.4B
Q3 20251,152$54.4B
Q2 20251,123$44.5B
Q1 20251,148$41.5B
Q4 20241,205$51.4B
Q3 20241,105$47.9B
Q2 20241,040$43.5B
Q1 20241,044$40.5B
Q4 20231,040$42.4B
Q3 2023984$36.9B
Q2 2023992$39.4B
Q1 2023984$41.4B
Q4 20221,006$41.9B
Q3 2022962$41.0B
Q2 2022958$41.0B
Q1 2022954$46.7B
Q4 2021887$36.0B
Q3 2021803$34.9B
Q2 2021819$36.0B
Q1 2021811$34.6B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q1 2025.

Institutions holding SRE in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kozak & Associates, Inc.1$490.00%−179−99.4%Reduced
GPS Wealth Strategies Group, LLC1$760.00%00.0%Unchanged
Johnson Financial Group, Inc.0$880.00%−1,310−100.0%Reduced
Rakuten Securities, Inc.3$2270.00%−140−97.9%Reduced
Solstein Capital, LLC4$3030.00%+4New
Arlington Trust Co LLC5$3790.00%+5New
IMA Wealth, Inc.7$5350.00%+7New
HFM Investment Advisors, LLC8$6060.00%+5+166.7%Added
Total Investment Management Inc8$6060.00%+8New
LGT Financial Advisors LLC10$7580.00%+10New
Proathlete Wealth Management LLC11$8330.00%+11New
Redwood Park Advisors LLC12$9100.00%00.0%Unchanged
Acadian Asset Management LLC22$1.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC14$1.06K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.14$1.06K0.00%+7+100.0%Added
Cape Investment Advisory, Inc.15$1.14K0.00%00.0%Unchanged
TD Capital Management LLC15$1.16K0.00%00.0%Unchanged
Albion Financial Group17$1.29K0.00%00.0%Unchanged
Atlantic Trust, LLC17$1.29K0.00%+17New
SJS Investment Consulting Inc.19$1.44K0.00%−5−20.8%Reduced
Rialto Wealth Management, LLC19$1.44K0.00%+19New
NVWM, LLC20$1.51K0.00%+13+185.7%Added
Transce3nd, LLC23$1.74K0.00%00.0%Unchanged
Tortoise Investment Management, LLC23$1.74K0.00%+23New
Stephens Consulting, LLC23$1.74K0.00%+23New
Hartford Financial Management Inc.24$1.82K0.00%−90−78.9%Reduced
Principia Wealth Advisory, LLC25$1.89K0.00%+18+257.1%Added
Motco24$1.96K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC27$2.06K0.00%+12+80.0%Added
Strategic Wealth Partners, Ltd.28$2.12K0.00%+28New
Burkett Financial Services, LLC30$2.29K0.00%00.0%Unchanged
Truvestments Capital LLC32$2.45K0.00%00.0%Unchanged
Anfield Capital Management, LLC33$2.50K0.00%+33New
Clark Wealth Partners33$2.50K0.00%+33New
FWL Investment Management, LLC34$2.58K0.00%+34New
Crowley Wealth Management, Inc.36$2.73K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC42$3.18K0.00%+42New
True Wealth Design, LLC42$3.18K0.00%+10+31.3%Added
Lowe Wealth Advisors, LLC44$3.33K0.00%00.0%Unchanged
UMA Financial Services, Inc.46$3.49K0.00%+18+64.3%Added
Legacy Wealth Managment, LLC47$3.56K0.00%−4−7.8%Reduced
Legacy Investment Solutions, LLC47$3.56K0.00%+47New
Kayne Anderson Rudnick Investment Management LLC49$3.71K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC50$3.79K0.00%00.0%Unchanged
Global Wealth Strategies & Associates51$3.85K0.00%+1+2.0%Added
Old Second National Bank of Aurora52$3.94K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC52$3.94K0.00%00.0%Unchanged
Dunhill Financial, LLC52$3.95K0.00%−93−64.1%Reduced
Penserra Capital Management LLC54$4.00K0.00%00.0%Unchanged
First Pacific Financial54$4.09K0.00%−153−73.9%Reduced
Concord Wealth Partners55$4.17K0.00%00.0%Unchanged
Addison Advisors LLC55$4.17K0.00%−56−50.5%Reduced
TFC Financial Management55$4.17K0.00%+3+5.8%Added
WealthTrak Capital Management LLC55$4.17K0.00%+40+266.7%Added
Roxbury Financial LLC56$4.23K0.00%+14+33.3%Added
Caldwell Sutter Capital, Inc.59$4.47K0.00%−25−29.8%Reduced
Sachetta, LLC63$4.77K0.00%+26+70.3%Added
Estabrook Capital Management64$4.85K0.00%00.0%Unchanged
Aspect Partners, LLC68$5.15K0.00%00.0%Unchanged
Abound Wealth Management69$5.25K0.00%+8+13.1%Added
IMG Wealth Management, Inc.70$5.30K0.00%+70New
Creative Financial Designs Inc72$5.46K0.00%00.0%Unchanged
Kilter Group LLC73$5.53K0.00%+73New
Quest 10 Wealth Builders, Inc.74$5.59K0.01%+20+37.0%Added
Strategic Investment Solutions, Inc.75$5.68K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A76$5.76K0.00%00.0%Unchanged
JNBA Financial Advisors78$5.91K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC91$6.91K0.00%00.0%Unchanged
TCTC Holdings, LLC92$6.97K0.00%00.0%Unchanged
Avion Wealth101$7.00K0.00%+11+12.2%Added
HighMark Wealth Management LLC94$7.12K0.00%+9+10.6%Added
Marshall & Sterling Wealth Advisors Inc.94$7.12K0.00%+80+571.4%Added
Iron Horse Wealth Management, LLC95$7.20K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC98$7.42K0.00%−5,839−98.3%Reduced
Fortitude Family Office, LLC99$7.50K0.00%+2+2.1%Added
NBT Bank N A100$7.58K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.100$7.58K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$7.58K0.00%00.0%Unchanged
MTM Investment Management, LLC100$7.58K0.00%+100New
DiNuzzo Private Wealth, Inc.103$7.80K0.00%+2+2.0%Added
Hollencrest Capital Management108$8.18K0.00%00.0%Unchanged
West Branch Capital LLC110$8.34K0.00%00.0%Unchanged
Mascoma Wealth Management LLC114$8.64K0.00%00.0%Unchanged
Aventura Private Wealth, LLC115$8.71K0.00%00.0%Unchanged
North Capital, Inc.118$8.94K0.01%00.0%Unchanged
Millstone Evans Group, LLC120$9.09K0.01%00.0%Unchanged
Essential Partners LLC127$9.62K0.00%+127New
West Oak Capital, LLC130$9.90K0.00%00.0%Unchanged
Highline Wealth Partners LLC133$10.1K0.00%+71+114.5%Added
Howard Hughes Medical Institute136$10.3K0.00%+136New
CGC Financial Services, LLC138$10.5K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.140$10.6K0.00%00.0%Unchanged
South State Corp.147$11.1K0.00%+66+81.5%Added
DHJJ Financial Advisors, Ltd.150$11.4K0.00%00.0%Unchanged
Hilltop National Bank153$11.6K0.00%+153New
1620 Investment Advisors, Inc.156$11.8K0.01%00.0%Unchanged
Puff Wealth Management, LLC172$13.0K0.02%−602−77.8%Reduced
Greykasell Wealth Strategies, Inc.172$13.0K0.01%00.0%Unchanged
CNB Bank182$13.8K0.01%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC182$13.8K0.02%00.0%Unchanged