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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 1,123 institutions
Q1 2021: 811 institutionsQ2 2021: 819 institutionsQ3 2021: 803 institutionsQ4 2021: 887 institutionsQ1 2022: 954 institutionsQ2 2022: 958 institutionsQ3 2022: 962 institutionsQ4 2022: 1,006 institutionsQ1 2023: 984 institutionsQ2 2023: 992 institutionsQ3 2023: 984 institutionsQ4 2023: 1,040 institutionsQ1 2024: 1,044 institutionsQ2 2024: 1,040 institutionsQ3 2024: 1,105 institutionsQ4 2024: 1,205 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,123 institutionsQ3 2025: 1,152 institutionsQ4 2025: 1,213 institutionsQ1 2026: 1,274 institutionsQ2 2026: 1,288 institutions
Value heldQ2 2025: $44.5B
Q1 2021: $34.6BQ2 2021: $36.0BQ3 2021: $34.9BQ4 2021: $36.0BQ1 2022: $46.7BQ2 2022: $41.0BQ3 2022: $41.0BQ4 2022: $41.9BQ1 2023: $41.4BQ2 2023: $39.4BQ3 2023: $36.9BQ4 2023: $42.4BQ1 2024: $40.5BQ2 2024: $43.5BQ3 2024: $47.9BQ4 2024: $51.4BQ1 2025: $41.5BQ2 2025: $44.5BQ3 2025: $54.4BQ4 2025: $53.4BQ1 2026: $57.3BQ2 2026: $55.9B
Institutions holding SRE and their total value by quarter
QuarterHoldersValue
Q2 20261,288$55.9B
Q1 20261,274$57.3B
Q4 20251,213$53.4B
Q3 20251,152$54.4B
Q2 20251,123$44.5B
Q1 20251,148$41.5B
Q4 20241,205$51.4B
Q3 20241,105$47.9B
Q2 20241,040$43.5B
Q1 20241,044$40.5B
Q4 20231,040$42.4B
Q3 2023984$36.9B
Q2 2023992$39.4B
Q1 2023984$41.4B
Q4 20221,006$41.9B
Q3 2022962$41.0B
Q2 2022958$41.0B
Q1 2022954$46.7B
Q4 2021887$36.0B
Q3 2021803$34.9B
Q2 2021819$36.0B
Q1 2021811$34.6B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q1 2025.

Institutions holding SRE in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rossmore Private Capital3,258$246.9K0.03%−10.0%Reduced
First Horizon Advisors, Inc.3,256$246.7K0.01%−1,414−30.3%Reduced
Massmutual Trust Co FSB3,250$246.3K0.01%+1,204+58.8%Added
Ambassador Advisors, LLC3,240$245.5K0.04%−50−1.5%Reduced
Parsonex Advisory Services, Inc.3,235$245.1K0.20%+3,235New
Summit Financial, LLC3,186$243.5K0.01%−614−16.2%Reduced
Allegheny Financial Group LTD3,201$242.5K0.05%+9+0.3%Added
Daymark Wealth Partners, LLC3,197$242.2K0.01%+292+10.1%Added
Cypress Wealth Services, LLC3,190$241.7K0.04%+104+3.4%Added
MGB Wealth Management, LLC3,200$241.2K0.08%00.0%Unchanged
Level Four Advisory Services, LLC3,158$239.3K0.01%+90+2.9%Added
Busey Wealth Management3,143$238.1K0.01%−143−4.4%Reduced
Los Angeles Capital Management LLC3,111$235.7K0.00%+112+3.7%Added
Souders Financial Advisors3,090$234.1K0.03%+3,090New
Impact Capital Partners LLC3,073$232.8K0.08%+229+8.1%Added
First American Trust, FSB3,062$232.0K0.02%+8+0.3%Added
Pinnacle Financial Partners Inc3,054$231.4K0.00%+71+2.4%Added
Delta Investment Management, LLC3,049$231.0K0.04%−555−15.4%Reduced
Eqis Capital Management, Inc.3,037$230.1K0.02%−365−10.7%Reduced
Amussen Hunsaker Associates LLC3,000$229.2K0.03%−15−0.5%Reduced
Beaumont Financial Advisors, LLC3,018$228.7K0.02%+45+1.5%Added
Trinity Legacy Partners, LLC3,033$228.2K0.06%−13−0.4%Reduced
LeClair Wealth Partners LLC3,007$227.8K0.15%−20−0.7%Reduced
Hodges Capital Management Inc.3,000$227.3K0.02%−200−6.3%Reduced
Wellington Shields & Co., LLC3,000$227.3K0.06%00.0%Unchanged
Capital Squared Financial LLC3,000$227.3K0.27%+3,000New
Vaughan David Investments LLC2,992$227.0K0.01%00.0%Unchanged
Bank of Stockton2,976$225.5K0.07%00.0%Unchanged
Adviser Investments LLC2,970$225.0K0.00%00.0%Unchanged
L2 Asset Management, LLC2,963$224.5K0.04%+2,963New
Patton Fund Management, Inc.2,948$223.4K0.05%+2,948New
Leavell Investment Management, Inc.2,918$223.0K0.01%+2,918New
1st Source Bank2,940$222.8K0.01%+8+0.3%Added
Pitcairn Co2,929$221.9K0.01%−1,067−26.7%Reduced
Brookstone Capital Management2,920$221.3K0.00%−411−12.3%Reduced
Atlantic Edge Private Wealth Management, LLC2,910$220.5K0.06%−50−1.7%Reduced
IMS Capital Management2,900$219.7K0.10%−500−14.7%Reduced
Avidian Wealth Solutions, LLC2,898$219.6K0.01%+2,898New
Sierra Ocean, LLC2,879$218.2K0.16%−50−1.7%Reduced
Independence Bank of Kentucky2,876$217.9K0.03%+100+3.6%Added
Howland Capital Management LLC2,845$217.4K0.01%+2,845New
FC Advisory LLC2,868$217.3K0.07%+26+0.9%Added
Freestone Capital Holdings, LLC2,868$217.3K0.01%+2,868New
Pacific Sage Partners, LLC2,866$217.2K0.04%00.0%Unchanged
RB Capital Management, LLC2,857$216.5K0.05%+2+0.1%Added
Colonial Trust Co2,856$216.4K0.03%−288−9.2%Reduced
Soltis Investment Advisors LLC2,845$215.6K0.02%+2,845New
Ballentine Partners, LLC2,843$215.4K0.00%+2,843New
Federated Hermes, Inc.2,838$215.0K0.00%+54+1.9%Added
Warren Street Wealth Advisors, LLC2,831$214.5K0.07%+2,831New
Davies Financial Advisors, Inc.2,823$213.9K0.17%+2,823New
Dash Acquisitions Inc.2,678$212.6K0.05%+2,678New
Gallacher Capital Management LLC2,804$212.5K0.10%00.0%Unchanged
Baxter Bros Inc2,800$212.2K0.03%−550−16.4%Reduced
EWG Elevate Inc.2,800$212.1K0.07%−58−2.0%Reduced
North Star Asset Management Inc2,797$211.9K0.01%+2,797New
Farmers & Merchants Trust Co of Long Beach2,794$211.7K0.04%−1,762−38.7%Reduced
Fortress Wealth Management, Inc.2,779$210.6K0.10%+2,779New
Advisors Capital Management, LLC2,774$210.2K0.00%+2,774New
Bridgewealth Advisory Group, LLC2,770$209.9K0.05%+2,770New
626 Financial, LLC2,768$209.8K0.10%+2,768New
Capital Advisory Group Advisory Services, LLC2,767$209.7K0.08%+2,767New
Cullen/Frost Bankers, Inc.2,756$208.8K0.00%+652+31.0%Added
Bailard, Inc.2,745$208.0K0.00%+2,745New
Future You Wealth LLC2,739$207.5K0.11%+2,739New
Fisher Asset Management, LLC2,734$207.2K0.00%+2,734New
Montag A & Associates Inc2,700$206.3K0.01%00.0%Unchanged
SOL Capital Management CO2,702$205.0K0.02%+2,702New
BridgePort Financial Solutions, LLC2,698$204.4K0.07%+2,698New
Pachira Investments Inc.2,692$204.0K0.15%+2,692New
Fiduciary Alliance LLC2,672$202.5K0.02%+2,672New
Morey & Quinn Wealth Partners, LLC2,650$200.8K0.16%−200−7.0%Reduced
Richardson Financial Services Inc.2,385$181.7K0.12%+200+9.2%Added
Golden State Wealth Management, LLC2,220$168.2K0.02%+321+16.9%Added
Sterling Capital Management LLC2,173$164.6K0.00%+289+15.3%Added
HM Payson & Co2,144$162.5K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.2,104$159.4K0.00%+258+14.0%Added
Caldwell Trust Co2,066$156.5K0.02%00.0%Unchanged
WD Rutherford LLC2,065$156.5K0.07%+2,065New
Heritage Wealth Advisors2,042$154.7K0.01%00.0%Unchanged
Nemes Rush Group LLC2,000$151.5K0.02%−70−3.4%Reduced
MUFG Securities EMEA plc1,927$146.0K0.01%+1,927New
Washington Trust Advisors, Inc.1,843$139.6K0.01%00.0%Unchanged
Hughes Financial Services, LLC1,699$137.9K0.02%00.0%Unchanged
Catalyst Capital Advisors LLC1,813$137.4K0.00%+760+72.2%Added
Sentry Investment Management LLC1,812$135.0K0.07%00.0%Unchanged
Cromwell Holdings LLC1,765$134.9K0.08%−261−12.9%Reduced
AdvisorNet Financial, Inc1,715$130.0K0.01%+292+20.5%Added
GHP Investment Advisors, Inc.1,678$127.1K0.01%+784+87.7%Added
Tompkins Financial Corp1,650$125.0K0.01%+400+32.0%Added
Foster Dykema Cabot & Partners, LLC1,636$125.0K0.01%00.0%Unchanged
Onefund, LLC1,649$125.0K0.09%+1,649New
CVA Family Office, LLC1,648$124.9K0.02%+506+44.3%Added
Tidemark, LLC1,627$123.3K0.04%00.0%Unchanged
Quest Partners LLC1,624$123.0K0.01%−3,036−65.2%Reduced
Harbor Investment Advisory, LLC1,612$122.1K0.01%+757+88.5%Added
Rocky Mountain Advisers, LLC1,600$121.2K0.04%00.0%Unchanged
Pacifica Partners Inc.1,598$120.4K0.05%00.0%Unchanged
TSFG, LLC1,566$119.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust1,537$116.5K0.01%+397+34.8%Added