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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New Age Alpha Advisors, LLC | 184 | $13.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 192 | $14.5K | 0.00% | +8+4.3% | Added |
| Quaker Wealth Management, LLC | 194 | $14.7K | 0.00% | +194 | New |
| SOA Wealth Advisors, LLC. | 195 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 199 | $15.1K | 0.00% | +42+26.8% | Added |
| Lavaca Capital LLC | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 204 | $15.5K | 0.01% | +10+5.2% | Added |
| New England Capital Financial Advisors LLC | 205 | $15.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 208 | $15.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 210 | $15.9K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 220 | $16.7K | 0.00% | +214+3,566.7% | Added |
| City State Bank | 222 | $16.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 224 | $17.0K | 0.00% | +47+26.6% | Added |
| Fairscale Capital, LLC | 208 | $17.0K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 229 | $17.0K | 0.00% | −4−1.7% | Reduced |
| Pinney & Scofield, Inc. | 226 | $17.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 226 | $17.1K | 0.00% | +154+213.9% | Added |
| Evermay Wealth Management LLC | 229 | $17.5K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 238 | $18.0K | 0.02% | +2+0.8% | Added |
| CoreCap Advisors, LLC | 240 | $18.2K | 0.00% | −407−62.9% | Reduced |
| Pinnacle Bancorp, Inc. | 241 | $18.3K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 266 | $20.2K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 272 | $20.6K | 0.00% | +17+6.7% | Added |
| Frazier Financial Advisors, LLC | 275 | $20.8K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 275 | $20.8K | 0.01% | +20+7.8% | Added |
| Gen-Wealth Partners Inc | 276 | $20.9K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 257 | $21.1K | 0.01% | +257 | New |
| Private Wealth Asset Management, LLC | 294 | $22.3K | 0.00% | −24−7.5% | Reduced |
| Crews Bank & Trust | 300 | $22.7K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 320 | $22.8K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 304 | $23.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 316 | $23.9K | 0.00% | +316 | New |
| Cheviot Value Management, LLC | 300 | $24.5K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 328 | $24.9K | 0.03% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 300 | $26.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 351 | $26.7K | 0.01% | +163+86.7% | Added |
| Painted Porch Advisors LLC | 362 | $27.4K | 0.01% | −13−3.5% | Reduced |
| Capital Advisors, Ltd. LLC | 370 | $28.0K | 0.00% | −54−12.7% | Reduced |
| PrairieView Partners, LLC | 376 | $28.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 371 | $28.0K | 0.00% | +87+30.6% | Added |
| CBIZ Investment Advisory Services, LLC | 371 | $28.3K | 0.00% | +174+88.3% | Added |
| Westside Investment Management, Inc. | 375 | $28.5K | 0.01% | +127+51.2% | Added |
| Optimum Investment Advisors | 380 | $28.8K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 388 | $29.4K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 390 | $29.6K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 398 | $30.2K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 400 | $30.3K | 0.02% | −30−7.0% | Reduced |
| First Command Advisory Services, Inc. | 400 | $30.3K | 0.00% | −27−6.3% | Reduced |
| Wolverine Asset Management LLC | 400 | $30.3K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 30,308 | $30.3K | 0.02% | +29,908+7,477.0% | Added |
| Country Trust Bank | 402 | $30.5K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 410 | $31.0K | 0.01% | +58+16.5% | Added |
| NewSquare Capital LLC | 421 | $31.9K | 0.00% | +299+245.1% | Added |
| Dogwood Wealth Management LLC | 438 | $32.5K | 0.02% | +86+24.4% | Added |
| St Germain D J Co Inc | 430 | $32.6K | 0.00% | +300+230.8% | Added |
| Clear Street Markets LLC | 439 | $33.3K | 0.01% | +439 | New |
| Rise Advisors, LLC | 444 | $33.6K | 0.01% | +4+0.9% | Added |
| Bogart Wealth, LLC | 444 | $33.6K | 0.00% | +189+74.1% | Added |
| Hemington Wealth Management | 474 | $35.0K | 0.01% | −132−21.8% | Reduced |
| Covestor Ltd | 465 | $35.0K | 0.02% | −19−3.9% | Reduced |
| Bank of New Hampshire | 480 | $36.4K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 498 | $37.7K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $37.9K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 516 | $39.1K | 0.01% | −14−2.6% | Reduced |
| Financial Connections Group, Inc. | 550 | $41.0K | 0.02% | +92+20.1% | Added |
| Farmers & Merchants Investments Inc | 556 | $42.1K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 600 | $45.5K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 600 | $45.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 606 | $45.9K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 613 | $46.4K | 0.00% | +613 | New |
| Coston, McIsaac & Partners | 641 | $48.0K | 0.01% | +3+0.5% | Added |
| Bruce G. Allen Investments, LLC | 641 | $48.6K | 0.04% | −106−14.2% | Reduced |
| Manchester Capital Management LLC | 642 | $48.6K | 0.01% | +126+24.4% | Added |
| Trust Co of Vermont | 652 | $49.4K | 0.00% | −52−7.4% | Reduced |
| Spire Wealth Management | 659 | $50.0K | 0.00% | −367−35.8% | Reduced |
| Barrett & Company, Inc. | 668 | $50.6K | 0.02% | +668 | New |
| Toth Financial Advisory Corp | 677 | $51.3K | 0.01% | +6+0.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 680 | $51.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 694 | $53.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 705 | $53.4K | 0.09% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 751 | $56.9K | 0.00% | −56−6.9% | Reduced |
| Union Bancaire Privee, UBP SA | 761 | $57.3K | 0.00% | −12,670−94.3% | Reduced |
| Cary Street Partners Financial LLC | 771 | $58.4K | 0.00% | +339+78.5% | Added |
| Versant Capital Management, Inc | 779 | $59.0K | 0.01% | +194+33.2% | Added |
| Medallion Wealth Advisors, LLC | 793 | $60.4K | 0.02% | +5+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 800 | $60.6K | 0.00% | −12−1.5% | Reduced |
| MV Capital Management, Inc. | 803 | $60.8K | 0.01% | +14+1.8% | Added |
| Pacific Center for Financial Services | 832 | $63.0K | 0.02% | −396−32.2% | Reduced |
| Webster Bank, N. A. | 841 | $63.7K | 0.01% | −21−2.4% | Reduced |
| Capital Analysts, LLC | 857 | $65.0K | 0.00% | −176−17.0% | Reduced |
| Park Place Capital Corp | 856 | $65.2K | 0.01% | −154−15.2% | Reduced |
| Orion Capital Management LLC | 872 | $66.1K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 889 | $67.4K | 0.00% | +25+2.9% | Added |
| ORG Partners LLC | 894 | $68.1K | 0.01% | +17+1.9% | Added |
| Deseret Mutual Benefit Administrators | 902 | $68.3K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 928 | $70.3K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 942 | $71.6K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 980 | $74.0K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 981 | $74.3K | 0.02% | +63+6.9% | Added |