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 |
|---|---|---|---|---|---|
| LeClair Wealth Partners LLC | 3,007 | $227.8K | 0.15% | −20−0.7% | Reduced |
| Trinity Legacy Partners, LLC | 3,033 | $228.2K | 0.06% | −13−0.4% | Reduced |
| Beaumont Financial Advisors, LLC | 3,018 | $228.7K | 0.02% | +45+1.5% | Added |
| Amussen Hunsaker Associates LLC | 3,000 | $229.2K | 0.03% | −15−0.5% | Reduced |
| Eqis Capital Management, Inc. | 3,037 | $230.1K | 0.02% | −365−10.7% | Reduced |
| Delta Investment Management, LLC | 3,049 | $231.0K | 0.04% | −555−15.4% | Reduced |
| Pinnacle Financial Partners Inc | 3,054 | $231.4K | 0.00% | +71+2.4% | Added |
| First American Trust, FSB | 3,062 | $232.0K | 0.02% | +8+0.3% | Added |
| Impact Capital Partners LLC | 3,073 | $232.8K | 0.08% | +229+8.1% | Added |
| Souders Financial Advisors | 3,090 | $234.1K | 0.03% | +3,090 | New |
| Los Angeles Capital Management LLC | 3,111 | $235.7K | 0.00% | +112+3.7% | Added |
| Busey Wealth Management | 3,143 | $238.1K | 0.01% | −143−4.4% | Reduced |
| Level Four Advisory Services, LLC | 3,158 | $239.3K | 0.01% | +90+2.9% | Added |
| MGB Wealth Management, LLC | 3,200 | $241.2K | 0.08% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,190 | $241.7K | 0.04% | +104+3.4% | Added |
| Daymark Wealth Partners, LLC | 3,197 | $242.2K | 0.01% | +292+10.1% | Added |
| Allegheny Financial Group LTD | 3,201 | $242.5K | 0.05% | +9+0.3% | Added |
| Summit Financial, LLC | 3,186 | $243.5K | 0.01% | −614−16.2% | Reduced |
| Parsonex Advisory Services, Inc. | 3,235 | $245.1K | 0.20% | +3,235 | New |
| Ambassador Advisors, LLC | 3,240 | $245.5K | 0.04% | −50−1.5% | Reduced |
| Massmutual Trust Co FSB | 3,250 | $246.3K | 0.01% | +1,204+58.8% | Added |
| First Horizon Advisors, Inc. | 3,256 | $246.7K | 0.01% | −1,414−30.3% | Reduced |
| Rossmore Private Capital | 3,258 | $246.9K | 0.03% | −10.0% | Reduced |
| Carrera Capital Advisors | 3,247 | $248.1K | 0.05% | −46,323−93.4% | Reduced |
| Aviso Wealth Management | 3,295 | $249.7K | 0.12% | −270−7.6% | Reduced |
| Regatta Capital Group, LLC | 3,296 | $249.7K | 0.04% | +66+2.0% | Added |
| Atwood & Palmer Inc | 3,300 | $250.0K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,320 | $251.6K | 0.00% | −700−17.4% | Reduced |
| CX Institutional | 3,322 | $252.0K | 0.01% | +1,358+69.1% | Added |
| SimpliFi, Inc. | 3,330 | $252.3K | 0.11% | +30+0.9% | Added |
| AGH Wealth Advisors, LLC | 3,337 | $252.8K | 0.21% | −45−1.3% | Reduced |
| Opus Capital Group, LLC | 3,334 | $253.0K | 0.03% | −670−16.7% | Reduced |
| IFP Advisors, Inc | 2,455 | $254.0K | 0.01% | −644−20.8% | Reduced |
| Alta Advisers Ltd | 3,365 | $255.0K | 0.09% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,373 | $255.6K | 0.02% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 3,400 | $257.6K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 3,403 | $257.8K | 0.02% | −36−1.0% | Reduced |
| Insigneo Advisory Services, LLC | 3,423 | $259.4K | 0.02% | −68−1.9% | Reduced |
| Von Berge Wealth Management Group, LLC | 3,260 | $260.1K | 0.15% | +6+0.2% | Added |
| Empire Financial Management Company, LLC | 3,444 | $261.0K | 0.08% | 00.0% | Unchanged |
| Sather Financial Group Inc | 3,453 | $261.6K | 0.02% | +3,453 | New |
| Trilogy Capital Inc. | 3,465 | $262.5K | 0.01% | +600+20.9% | Added |
| Warren Averett Asset Management, LLC | 3,475 | $263.3K | 0.00% | +10+0.3% | Added |
| Syon Capital LLC | 3,483 | $263.9K | 0.02% | +3,483 | New |
| Pring Turner Capital Group Inc | 3,502 | $265.3K | 0.17% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,479 | $265.8K | 0.03% | −3,156−47.6% | Reduced |
| Wealthcare Advisory Partners LLC | 3,509 | $265.9K | 0.01% | +42+1.2% | Added |
| Transcend Wealth Collective, LLC | 3,522 | $266.9K | 0.02% | −920−20.7% | Reduced |
| Brown Miller Wealth Management, LLC | 3,564 | $270.0K | 0.08% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,581 | $271.3K | 0.03% | +3,581 | New |
| Equitable Holdings, Inc. | 3,592 | $272.2K | 0.00% | −13−0.4% | Reduced |
| FineMark National Bank & Trust | 3,610 | $273.5K | 0.01% | −818−18.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,618 | $274.1K | 0.02% | +339+10.3% | Added |
| Graypoint LLC | 3,625 | $274.7K | 0.02% | −26−0.7% | Reduced |
| HBK Sorce Advisory LLC | 3,639 | $275.7K | 0.01% | +191+5.5% | Added |
| Pensionmark Financial Group, LLC | 3,643 | $276.0K | 0.01% | −772−17.5% | Reduced |
| International Assets Investment Management, LLC | 3,644 | $276.1K | 0.02% | −34−0.9% | Reduced |
| Summit Trail Advisors, LLC | 3,563 | $276.2K | 0.00% | +3,563 | New |
| Sovran Advisors, LLC | 3,727 | $277.0K | 0.03% | −19−0.5% | Reduced |
| Vivaldi Capital Management, LLC | 3,660 | $277.3K | 0.04% | +168+4.8% | Added |
| Platinum Investment Management Ltd | 3,673 | $278.3K | 0.02% | −486−11.7% | Reduced |
| Continuum Advisory, LLC | 3,691 | $279.7K | 0.03% | +101+2.8% | Added |
| Dorsey & Whitney Trust CO LLC | 3,701 | $280.4K | 0.01% | +605+19.5% | Added |
| Prossimo Advisors, LLC | 3,717 | $282.0K | 0.23% | −2,504−40.3% | Reduced |
| MBB Public Markets I LLC | 3,724 | $282.2K | 0.03% | −819−18.0% | Reduced |
| Brown Brothers Harriman & Co | 3,738 | $283.2K | 0.00% | +776+26.2% | Added |
| Williamson Legacy Group, LLC | 3,739 | $283.3K | 0.24% | −63−1.7% | Reduced |
| Archer Investment Corp | 3,774 | $285.9K | 0.07% | +6+0.2% | Added |
| PUREfi Wealth, LLC | 3,794 | $287.5K | 0.23% | +482+14.6% | Added |
| Conning Inc. | 3,798 | $287.8K | 0.01% | −126−3.2% | Reduced |
| Define Financial, LLC | 3,798 | $287.8K | 0.19% | +34+0.9% | Added |
| LJI Wealth Management, LLC | 3,798 | $287.8K | 0.05% | −10−0.3% | Reduced |
| Catalytic Wealth RIA, LLC | 3,810 | $288.7K | 0.02% | +3,810 | New |
| Manchester Financial Inc | 3,818 | $289.3K | 0.06% | −94−2.4% | Reduced |
| Twinbeech Capital LP | 3,824 | $289.7K | 0.01% | −8,279−68.4% | Reduced |
| Rothschild Investment LLC | 3,832 | $290.4K | 0.02% | +624+19.5% | Added |
| Davidson Trust Co | 3,843 | $291.2K | 0.13% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,866 | $293.0K | 0.01% | +3,866 | New |
| Simmons Bank | 3,875 | $293.6K | 0.02% | −5−0.1% | Reduced |
| Centric Wealth Management | 3,613 | $295.2K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,899 | $295.4K | 0.02% | +298+8.3% | Added |
| Quarry LP | 3,929 | $297.7K | 0.07% | +2,129+118.3% | Added |
| Lakeshore Financial Planning, Inc. | 3,935 | $298.1K | 0.12% | +7+0.2% | Added |
| Smith Chas P & Associates Pa Cpas | 3,957 | $299.8K | 0.02% | +57+1.5% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,989 | $302.3K | 0.08% | +3,989 | New |
| JBR Co Financial Management Inc | 4,000 | $303.1K | 0.15% | 00.0% | Unchanged |
| Center For Asset Management LLC | 3,470 | $303.1K | 0.19% | −122−3.4% | Reduced |
| Howard Capital Management Inc. | 3,980 | $304.1K | 0.00% | +399+11.1% | Added |
| Signature Wealth Management Partners, LLC | 4,020 | $304.6K | 0.17% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 4,281 | $305.5K | 0.22% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 4,036 | $305.8K | 0.11% | +203+5.3% | Added |
| Occidental Asset Management, LLC | 4,052 | $307.1K | 0.04% | +4,052 | New |
| Hanson & Doremus Investment Management | 4,115 | $312.0K | 0.04% | +38+0.9% | Added |
| Financial Alternatives, Inc | 4,120 | $312.2K | 0.20% | 00.0% | Unchanged |
| Plancorp, LLC | 4,123 | $312.4K | 0.01% | +54+1.3% | Added |
| Wimmer Associates 1, LLC | 4,138 | $313.5K | 0.16% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 4,168 | $315.8K | 0.05% | +1,079+34.9% | Added |
| Ellenbecker Investment Group | 4,173 | $316.3K | 0.05% | +4,173 | New |
| Portfolio Design Labs, LLC | 4,175 | $316.3K | 0.06% | −1,732−29.3% | Reduced |
| Everpar Advisors LLC | 4,185 | $317.1K | 0.14% | +216+5.4% | Added |