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 |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | – | $517.9K | 0.35% | – | – |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,798 | $515.1K | 0.19% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,734 | $510.3K | 0.02% | −818−10.8% | Reduced |
| Diligent Investors, LLC | 6,727 | $509.7K | 0.12% | −3,800−36.1% | Reduced |
| CIBC Private Wealth Group, LLC | 6,683 | $506.4K | 0.00% | +149+2.3% | Added |
| LVM Capital Management Ltd | 6,677 | $506.0K | 0.05% | 00.0% | Unchanged |
| TKG Advisors, LLC | 6,645 | $503.5K | 0.23% | +3,437+107.1% | Added |
| Gilman Hill Asset Management, LLC | 6,638 | $503.0K | 0.08% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,637 | $502.9K | 0.04% | −515−7.2% | Reduced |
| Jacobi Capital Management LLC | 6,567 | $497.6K | 0.03% | +926+16.4% | Added |
| Bartlett & Co. Wealth Management LLC | 6,493 | $496.2K | 0.01% | −104−1.6% | Reduced |
| Aaron Wealth Advisors | 6,506 | $493.0K | 0.05% | −419−6.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,443 | $488.2K | 0.12% | −3,192−33.1% | Reduced |
| Leonteq Securities AG | 6,438 | $487.8K | 0.03% | −3,586−35.8% | Reduced |
| HCR Wealth Advisors | 6,435 | $487.6K | 0.06% | +37+0.6% | Added |
| Zacks Investment Management | 6,425 | $486.8K | 0.00% | −8−0.1% | Reduced |
| Gotham Asset Management, LLC | 6,421 | $486.5K | 0.00% | +1,229+23.7% | Added |
| Evergreen Capital Management LLC | 6,327 | $483.5K | 0.01% | −282−4.3% | Reduced |
| Chicago Partners Investment Group LLC | 6,083 | $482.8K | 0.01% | +15+0.2% | Added |
| Cigna Investments Inc | 6,358 | $482.0K | 0.08% | −14−0.2% | Reduced |
| Farringdon Capital, Ltd. | 6,341 | $480.5K | 0.16% | +6,341 | New |
| Ameritas Investment Partners, Inc. | 6,308 | $478.0K | 0.02% | +10.0% | Added |
| Demars Financial Group, LLC | 6,297 | $477.1K | 0.18% | +6,297 | New |
| Financial Perspectives, Inc | 6,255 | $473.9K | 0.14% | +198+3.3% | Added |
| Greenline Partners, LLC | 6,214 | $470.8K | 0.06% | +80+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 6,205 | $470.2K | 0.23% | −374−5.7% | Reduced |
| Wesbanco Bank Inc | 6,193 | $469.2K | 0.01% | +2,981+92.8% | Added |
| Coppell Advisory Solutions LLC | 6,222 | $468.9K | 0.06% | −1,306−17.3% | Reduced |
| Csenge Advisory Group | 5,963 | $468.6K | 0.02% | +352+6.3% | Added |
| Harbour Capital Advisors, LLC | 6,259 | $468.3K | 0.10% | +6,259 | New |
| Quaero Capital S.A. | 6,169 | $467.4K | 0.59% | −8,137−56.9% | Reduced |
| Crestwood Advisors Group LLC | 6,146 | $465.7K | 0.01% | +350+6.0% | Added |
| Pointe Capital Management LLC | 6,129 | $464.4K | 0.24% | +82+1.4% | Added |
| Sagespring Wealth Partners, LLC | 6,128 | $464.3K | 0.01% | +2,006+48.7% | Added |
| Marex Group plc | 6,080 | $460.7K | 0.01% | +6,080 | New |
| Sanibel Captiva Trust Company, Inc. | 6,054 | $458.7K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 5,999 | $458.4K | 0.04% | +132+2.2% | Added |
| Elm Partners Management LLC | 6,048 | $458.3K | 0.03% | +6,048 | New |
| 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 |
| Meridian Wealth Management, LLC | 5,886 | $446.0K | 0.02% | −12−0.2% | Reduced |
| Old Port Advisors | 5,855 | $443.6K | 0.12% | −409−6.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,851 | $443.4K | 0.06% | +129+2.3% | Added |
| KCM Investment Advisors LLC | 5,806 | $439.9K | 0.01% | −13,930−70.6% | Reduced |
| Sigma Planning Corp | 5,799 | $439.4K | 0.01% | −340−5.5% | Reduced |
| Alps Advisors Inc | 5,770 | $437.2K | 0.00% | +5,770 | New |
| Presima Inc. | 5,767 | $437.0K | 0.10% | 00.0% | Unchanged |
| MJP Associates Inc | 5,682 | $430.5K | 0.06% | +209+3.8% | Added |
| Rice Partnership, LLC | 5,651 | $428.2K | 0.07% | +5,651 | New |
| Sepio Capital, LP | 5,628 | $426.4K | 0.03% | −67−1.2% | Reduced |
| AE Wealth Management LLC | 5,625 | $426.1K | 0.00% | −659−10.5% | Reduced |
| Maven Securities LTD | 5,608 | $424.9K | 0.11% | −14,392−72.0% | Reduced |
| Wedmont Private Capital | 5,700 | $424.6K | 0.02% | +398+7.5% | 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 |
| Syntegra Private Wealth Group, LLC | 5,594 | $423.9K | 0.04% | +88+1.6% | Added |
| Bryn Mawr Trust Co | 5,573 | $422.3K | 0.01% | +1,041+23.0% | Added |
| Valeo Financial Advisors, LLC | 5,568 | $421.9K | 0.01% | +2,453+78.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,504 | $417.0K | 0.01% | −46,681−89.5% | Reduced |
| IHT Wealth Management, LLC | 5,425 | $411.1K | 0.01% | −184−3.3% | Reduced |
| Neumann Capital Management, LLC | 5,347 | $405.1K | 0.13% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,329 | $403.8K | 0.01% | −2,326−30.4% | Reduced |
| Wealthspire Advisors, LLC | 5,317 | $402.8K | 0.00% | +746+16.3% | Added |
| Bokf, NA | 5,282 | $400.2K | 0.01% | −269−4.8% | Reduced |
| Signal Advisors Wealth, LLC | 5,280 | $400.1K | 0.03% | +47+0.9% | Added |
| QRG Capital Management, Inc. | 5,267 | $399.1K | 0.00% | −475−8.3% | Reduced |
| Foguth Wealth Management, LLC. | 5,219 | $395.4K | 0.08% | +40+0.8% | Added |
| Harbour Investments, Inc. | 5,192 | $393.4K | 0.01% | −377−6.8% | Reduced |
| Private Advisor Group, LLC | 5,154 | $390.5K | 0.00% | −83−1.6% | Reduced |
| Perennial Investment Advisors, LLC | 5,131 | $388.8K | 0.04% | +186+3.8% | Added |
| Altshuler Shaham Ltd | 5,129 | $388.6K | 0.01% | +858+20.1% | Added |
| Vance Wealth, Inc. | 5,035 | $381.5K | 0.13% | +4+0.1% | Added |
| Alteri Wealth LLC | 5,023 | $380.6K | 0.15% | −83−1.6% | Reduced |
| Voleon Capital Management LP | 5,022 | $380.5K | 0.02% | +5,022 | New |
| Diversified Trust Co | 5,001 | $378.9K | 0.01% | +77+1.6% | Added |
| Cornerstone Wealth Management, LLC | 4,999 | $378.8K | 0.02% | +425+9.3% | Added |
| Smartleaf Asset Management LLC | 4,990 | $376.0K | 0.03% | +2,170+77.0% | Added |
| First Foundation Advisors | 4,938 | $374.1K | 0.01% | +20.0% | Added |
| Frank, Rimerman Advisors LLC | 4,921 | $372.9K | 0.03% | −521−9.6% | Reduced |
| Ieq Capital, LLC | 4,919 | $372.7K | 0.00% | −242−4.7% | Reduced |
| Rockland Trust Co | 4,911 | $372.1K | 0.02% | −412−7.7% | Reduced |
| AIMZ Investment Advisors, LLC | 4,910 | $372.0K | 0.12% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,901 | $371.4K | 0.01% | −842−14.7% | Reduced |
| Integrated Advisors Network LLC | 4,886 | $370.3K | 0.02% | +1,530+45.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,867 | $368.8K | 0.10% | −46−0.9% | Reduced |
| Great Valley Advisor Group, Inc. | 4,856 | $367.8K | 0.01% | −97−2.0% | Reduced |
| PFG Advisors | 4,854 | $367.8K | 0.02% | +202+4.3% | Added |
| Chesapeake Asset Management LLC | 4,854 | $367.8K | 0.33% | −1,430−22.8% | Reduced |
| Weatherly Asset Management L. P. | 4,799 | $366.5K | 0.03% | −150−3.0% | Reduced |
| Baader Bank INC | 4,804 | $363.9K | 0.03% | +1,816+60.8% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,792 | $363.1K | 0.16% | +28+0.6% | Added |
| Rosenberg Matthew Hamilton | 4,789 | $362.9K | 0.08% | +666+16.2% | Added |
| Farther Finance Advisors, LLC | 4,767 | $361.2K | 0.01% | −424−8.2% | Reduced |
| Confluence Wealth Services, Inc. | 4,738 | $359.0K | 0.02% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 4,735 | $358.8K | 0.02% | +251+5.6% | Added |
| Edge Financial Advisors LLC | 4,682 | $354.7K | 0.19% | +43+0.9% | Added |
| EverSource Wealth Advisors, LLC | 4,680 | $354.7K | 0.02% | +513+12.3% | Added |
| Etesian Wealth Advisors, Inc. | 4,662 | $353.2K | 0.13% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,639 | $351.5K | 0.01% | −745−13.8% | Reduced |
| AA Financial Advisors, LLC | 4,632 | $351.0K | 0.08% | 00.0% | Unchanged |