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 |
|---|---|---|---|---|---|
| Park Square Financial Group, LLC | 266 | $20.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 241 | $18.3K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 240 | $18.2K | 0.00% | −407−62.9% | Reduced |
| Ball & Co Wealth Management Inc. | 238 | $18.0K | 0.02% | +2+0.8% | Added |
| Evermay Wealth Management LLC | 229 | $17.5K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 226 | $17.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 226 | $17.1K | 0.00% | +154+213.9% | Added |
| Clal Insurance Enterprises Holdings Ltd | 229 | $17.0K | 0.00% | −4−1.7% | Reduced |
| Fairscale Capital, LLC | 208 | $17.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 224 | $17.0K | 0.00% | +47+26.6% | Added |
| City State Bank | 222 | $16.8K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 220 | $16.7K | 0.00% | +214+3,566.7% | Added |
| Riverview Trust Co | 210 | $15.9K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 208 | $15.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 205 | $15.5K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 204 | $15.5K | 0.01% | +10+5.2% | 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 |
| Bell Investment Advisors, Inc | 199 | $15.1K | 0.00% | +42+26.8% | Added |
| SOA Wealth Advisors, LLC. | 195 | $14.8K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 194 | $14.7K | 0.00% | +194 | New |
| JFS Wealth Advisors, LLC | 192 | $14.5K | 0.00% | +8+4.3% | Added |
| New Age Alpha Advisors, LLC | 184 | $13.9K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 182 | $13.8K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 182 | $13.8K | 0.02% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 172 | $13.0K | 0.02% | −602−77.8% | Reduced |
| Greykasell Wealth Strategies, Inc. | 172 | $13.0K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 156 | $11.8K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 153 | $11.6K | 0.00% | +153 | New |
| DHJJ Financial Advisors, Ltd. | 150 | $11.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 147 | $11.1K | 0.00% | +66+81.5% | Added |
| Brown, Lisle/Cummings, Inc. | 140 | $10.6K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 138 | $10.5K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 136 | $10.3K | 0.00% | +136 | New |
| Highline Wealth Partners LLC | 133 | $10.1K | 0.00% | +71+114.5% | Added |
| West Oak Capital, LLC | 130 | $9.90K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 127 | $9.62K | 0.00% | +127 | New |
| Millstone Evans Group, LLC | 120 | $9.09K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 118 | $8.94K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 115 | $8.71K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 114 | $8.64K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 110 | $8.34K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 108 | $8.18K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 103 | $7.80K | 0.00% | +2+2.0% | Added |
| NBT Bank N A | 100 | $7.58K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $7.58K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $7.58K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $7.58K | 0.00% | +100 | New |
| Fortitude Family Office, LLC | 99 | $7.50K | 0.00% | +2+2.1% | Added |
| Ameritas Advisory Services, LLC | 98 | $7.42K | 0.00% | −5,839−98.3% | Reduced |
| Iron Horse Wealth Management, LLC | 95 | $7.20K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 94 | $7.12K | 0.00% | +9+10.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 94 | $7.12K | 0.00% | +80+571.4% | Added |
| Avion Wealth | 101 | $7.00K | 0.00% | +11+12.2% | Added |
| TCTC Holdings, LLC | 92 | $6.97K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 91 | $6.91K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 78 | $5.91K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 76 | $5.76K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 75 | $5.68K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 74 | $5.59K | 0.01% | +20+37.0% | Added |
| Kilter Group LLC | 73 | $5.53K | 0.00% | +73 | New |
| Creative Financial Designs Inc | 72 | $5.46K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 70 | $5.30K | 0.00% | +70 | New |
| Abound Wealth Management | 69 | $5.25K | 0.00% | +8+13.1% | Added |
| Aspect Partners, LLC | 68 | $5.15K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 64 | $4.85K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 63 | $4.77K | 0.00% | +26+70.3% | Added |
| Caldwell Sutter Capital, Inc. | 59 | $4.47K | 0.00% | −25−29.8% | Reduced |
| Roxbury Financial LLC | 56 | $4.23K | 0.00% | +14+33.3% | Added |
| Addison Advisors LLC | 55 | $4.17K | 0.00% | −56−50.5% | Reduced |
| TFC Financial Management | 55 | $4.17K | 0.00% | +3+5.8% | Added |
| WealthTrak Capital Management LLC | 55 | $4.17K | 0.00% | +40+266.7% | Added |
| Concord Wealth Partners | 55 | $4.17K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 54 | $4.09K | 0.00% | −153−73.9% | Reduced |
| Penserra Capital Management LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 52 | $3.95K | 0.00% | −93−64.1% | Reduced |
| Old Second National Bank of Aurora | 52 | $3.94K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 52 | $3.94K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 51 | $3.85K | 0.00% | +1+2.0% | Added |
| Minot DeBlois Advisors LLC | 50 | $3.79K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 49 | $3.71K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 47 | $3.56K | 0.00% | −4−7.8% | Reduced |
| Legacy Investment Solutions, LLC | 47 | $3.56K | 0.00% | +47 | New |
| UMA Financial Services, Inc. | 46 | $3.49K | 0.00% | +18+64.3% | Added |
| Lowe Wealth Advisors, LLC | 44 | $3.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 42 | $3.18K | 0.00% | +10+31.3% | Added |
| Trifecta Capital Advisors, LLC | 42 | $3.18K | 0.00% | +42 | New |
| Crowley Wealth Management, Inc. | 36 | $2.73K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 34 | $2.58K | 0.00% | +34 | New |
| Anfield Capital Management, LLC | 33 | $2.50K | 0.00% | +33 | New |
| Clark Wealth Partners | 33 | $2.50K | 0.00% | +33 | New |
| Truvestments Capital LLC | 32 | $2.45K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 30 | $2.29K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 28 | $2.12K | 0.00% | +28 | New |
| Bay Harbor Wealth Management, LLC | 27 | $2.06K | 0.00% | +12+80.0% | Added |
| Motco | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 25 | $1.89K | 0.00% | +18+257.1% | Added |
| Hartford Financial Management Inc. | 24 | $1.82K | 0.00% | −90−78.9% | Reduced |
| Transce3nd, LLC | 23 | $1.74K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 23 | $1.74K | 0.00% | +23 | New |