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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 4,214 | $319.3K | 0.02% | −79−1.8% | Reduced |
| Leisure Capital Management | 4,244 | $321.6K | 0.12% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3,954 | $325.7K | 0.07% | +13+0.3% | Added |
| SeaCrest Wealth Management, LLC | 4,351 | $329.7K | 0.04% | +466+12.0% | Added |
| NWF Advisory Services Inc. | 4,364 | $330.6K | 0.04% | +844+24.0% | Added |
| SRS Capital Advisors, Inc. | 4,337 | $331.9K | 0.02% | +145+3.5% | Added |
| Waddell & Associates, LLC | 4,384 | $332.2K | 0.04% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 4,401 | $333.0K | 0.12% | +467+11.9% | Added |
| Fulton Bank, N.A. | 4,409 | $334.1K | 0.01% | −676−13.3% | Reduced |
| Johnson Investment Counsel Inc | 4,409 | $334.1K | 0.00% | −102−2.3% | Reduced |
| ICONIQ Capital, LLC | 4,477 | $339.2K | 0.01% | +1,617+56.5% | Added |
| Beck Mack & Oliver LLC | 4,481 | $339.5K | 0.01% | +41+0.9% | Added |
| US Asset Management LLC | 4,484 | $339.8K | 0.29% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,500 | $341.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,479 | $341.6K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,528 | $343.0K | 0.01% | +4,528 | New |
| Williams Jones Wealth Management, LLC. | 4,528 | $343.1K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,558 | $345.4K | 0.02% | −300−6.2% | Reduced |
| Associated Banc-Corp | 4,600 | $348.5K | 0.01% | 00.0% | Unchanged |
| Patten Group, Inc. | 4,603 | $348.8K | 0.07% | +78+1.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,607 | $349.1K | 0.03% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 4,616 | $349.8K | 0.10% | +86+1.9% | Added |
| AMG National Trust Bank | 4,629 | $350.7K | 0.01% | +1,220+35.8% | Added |
| AA Financial Advisors, LLC | 4,632 | $351.0K | 0.08% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,639 | $351.5K | 0.01% | −745−13.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,662 | $353.2K | 0.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,680 | $354.7K | 0.02% | +513+12.3% | Added |
| Edge Financial Advisors LLC | 4,682 | $354.7K | 0.19% | +43+0.9% | Added |
| Savvy Advisors, Inc. | 4,735 | $358.8K | 0.02% | +251+5.6% | Added |
| Confluence Wealth Services, Inc. | 4,738 | $359.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,767 | $361.2K | 0.01% | −424−8.2% | Reduced |
| Rosenberg Matthew Hamilton | 4,789 | $362.9K | 0.08% | +666+16.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,792 | $363.1K | 0.16% | +28+0.6% | Added |
| Baader Bank INC | 4,804 | $363.9K | 0.03% | +1,816+60.8% | Added |
| Weatherly Asset Management L. P. | 4,799 | $366.5K | 0.03% | −150−3.0% | Reduced |
| Chesapeake Asset Management LLC | 4,854 | $367.8K | 0.33% | −1,430−22.8% | Reduced |
| PFG Advisors | 4,854 | $367.8K | 0.02% | +202+4.3% | Added |
| Great Valley Advisor Group, Inc. | 4,856 | $367.8K | 0.01% | −97−2.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,867 | $368.8K | 0.10% | −46−0.9% | Reduced |
| Integrated Advisors Network LLC | 4,886 | $370.3K | 0.02% | +1,530+45.6% | Added |
| Quotient Wealth Partners, LLC | 4,901 | $371.4K | 0.01% | −842−14.7% | Reduced |
| AIMZ Investment Advisors, LLC | 4,910 | $372.0K | 0.12% | 00.0% | Unchanged |
| Rockland Trust Co | 4,911 | $372.1K | 0.02% | −412−7.7% | Reduced |
| Ieq Capital, LLC | 4,919 | $372.7K | 0.00% | −242−4.7% | Reduced |
| Frank, Rimerman Advisors LLC | 4,921 | $372.9K | 0.03% | −521−9.6% | Reduced |
| First Foundation Advisors | 4,938 | $374.1K | 0.01% | +20.0% | Added |
| Smartleaf Asset Management LLC | 4,990 | $376.0K | 0.03% | +2,170+77.0% | Added |
| Cornerstone Wealth Management, LLC | 4,999 | $378.8K | 0.02% | +425+9.3% | Added |
| Diversified Trust Co | 5,001 | $378.9K | 0.01% | +77+1.6% | Added |
| Voleon Capital Management LP | 5,022 | $380.5K | 0.02% | +5,022 | New |
| Alteri Wealth LLC | 5,023 | $380.6K | 0.15% | −83−1.6% | Reduced |
| Vance Wealth, Inc. | 5,035 | $381.5K | 0.13% | +4+0.1% | Added |
| Altshuler Shaham Ltd | 5,129 | $388.6K | 0.01% | +858+20.1% | Added |
| Perennial Investment Advisors, LLC | 5,131 | $388.8K | 0.04% | +186+3.8% | Added |
| Private Advisor Group, LLC | 5,154 | $390.5K | 0.00% | −83−1.6% | Reduced |
| Harbour Investments, Inc. | 5,192 | $393.4K | 0.01% | −377−6.8% | Reduced |
| Foguth Wealth Management, LLC. | 5,219 | $395.4K | 0.08% | +40+0.8% | Added |
| QRG Capital Management, Inc. | 5,267 | $399.1K | 0.00% | −475−8.3% | Reduced |
| Signal Advisors Wealth, LLC | 5,280 | $400.1K | 0.03% | +47+0.9% | Added |
| Bokf, NA | 5,282 | $400.2K | 0.01% | −269−4.8% | Reduced |
| Wealthspire Advisors, LLC | 5,317 | $402.8K | 0.00% | +746+16.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,329 | $403.8K | 0.01% | −2,326−30.4% | Reduced |
| Neumann Capital Management, LLC | 5,347 | $405.1K | 0.13% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,425 | $411.1K | 0.01% | −184−3.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,504 | $417.0K | 0.01% | −46,681−89.5% | Reduced |
| Valeo Financial Advisors, LLC | 5,568 | $421.9K | 0.01% | +2,453+78.7% | Added |
| Bryn Mawr Trust Co | 5,573 | $422.3K | 0.01% | +1,041+23.0% | Added |
| Syntegra Private Wealth Group, LLC | 5,594 | $423.9K | 0.04% | +88+1.6% | Added |
| Cross Staff Investments Inc | 5,600 | $424.3K | 0.32% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 5,600 | $424.3K | 0.01% | +5,600 | New |
| Wedmont Private Capital | 5,700 | $424.6K | 0.02% | +398+7.5% | Added |
| Maven Securities LTD | 5,608 | $424.9K | 0.11% | −14,392−72.0% | Reduced |
| AE Wealth Management LLC | 5,625 | $426.1K | 0.00% | −659−10.5% | Reduced |
| Sepio Capital, LP | 5,628 | $426.4K | 0.03% | −67−1.2% | Reduced |
| Rice Partnership, LLC | 5,651 | $428.2K | 0.07% | +5,651 | New |
| MJP Associates Inc | 5,682 | $430.5K | 0.06% | +209+3.8% | Added |
| Presima Inc. | 5,767 | $437.0K | 0.10% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,770 | $437.2K | 0.00% | +5,770 | New |
| Sigma Planning Corp | 5,799 | $439.4K | 0.01% | −340−5.5% | Reduced |
| KCM Investment Advisors LLC | 5,806 | $439.9K | 0.01% | −13,930−70.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,851 | $443.4K | 0.06% | +129+2.3% | Added |
| Old Port Advisors | 5,855 | $443.6K | 0.12% | −409−6.5% | Reduced |
| Meridian Wealth Management, LLC | 5,886 | $446.0K | 0.02% | −12−0.2% | Reduced |
| Searle & Co. | 6,000 | $454.6K | 0.13% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 6,000 | $454.6K | 0.45% | 00.0% | Unchanged |
| Elm Partners Management LLC | 6,048 | $458.3K | 0.03% | +6,048 | New |
| Tritonpoint Wealth, LLC | 5,999 | $458.4K | 0.04% | +132+2.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,054 | $458.7K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 6,080 | $460.7K | 0.01% | +6,080 | New |
| Sagespring Wealth Partners, LLC | 6,128 | $464.3K | 0.01% | +2,006+48.7% | Added |
| Pointe Capital Management LLC | 6,129 | $464.4K | 0.24% | +82+1.4% | Added |
| Crestwood Advisors Group LLC | 6,146 | $465.7K | 0.01% | +350+6.0% | Added |
| Quaero Capital S.A. | 6,169 | $467.4K | 0.59% | −8,137−56.9% | Reduced |
| Harbour Capital Advisors, LLC | 6,259 | $468.3K | 0.10% | +6,259 | New |
| Csenge Advisory Group | 5,963 | $468.6K | 0.02% | +352+6.3% | Added |
| Coppell Advisory Solutions LLC | 6,222 | $468.9K | 0.06% | −1,306−17.3% | Reduced |
| Wesbanco Bank Inc | 6,193 | $469.2K | 0.01% | +2,981+92.8% | Added |
| Cary Street Partner Investment Advisory LLC | 6,205 | $470.2K | 0.23% | −374−5.7% | Reduced |
| Greenline Partners, LLC | 6,214 | $470.8K | 0.06% | +80+1.3% | Added |
| Financial Perspectives, Inc | 6,255 | $473.9K | 0.14% | +198+3.3% | Added |