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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, Q3 2025

Institutional positions in Sempra as of Sep 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
1,152
+46 vs. Q2 2025
Shares held
605.1M
+27.7M (+4.8%) vs. Q2 2025
Total value
$54.4B
+$10.7B (+24.4%) vs. Q2 2025
New holders
130
417 more added
Sold out
84
390 more reduced

17 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 1,152 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 heldQ3 2025: $54.4B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q2 2025.

Institutions holding SRE in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
GPS Wealth Strategies Group, LLC1$900.00%00.0%Unchanged
Rakuten Securities, Inc.3$2700.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.4$3600.00%+4New
Binnacle Investments Inc4$3600.00%+4New
Chelsea Counsel Co5$4500.00%+5New
Hurley Capital, LLC5$4500.00%+5New
Breakwater Investment Management6$5400.00%+6New
Seneschal Advisors, LLC6$5400.00%+6New
IMA Wealth, Inc.7$6300.00%00.0%Unchanged
Davis Capital Management7$6300.00%+7New
HFM Investment Advisors, LLC9$8100.00%+1+12.5%Added
Avalon Trust Co9$8100.00%+9New
Guerra Advisors Inc10$9000.00%+10New
Acadian Asset Management LLC22$1.00K0.00%00.0%Unchanged
Redwood Park Advisors LLC12$1.08K0.00%00.0%Unchanged
Financial Consulate, Inc12$1.08K0.00%+12New
Strengthening Families & Communities, LLC13$1.17K0.00%+13New
Bullock Wealth Management Group14$1.25K0.00%+14New
Bare Financial Services, Inc15$1.35K0.00%+15New
TD Capital Management LLC15$1.39K0.00%00.0%Unchanged
Albion Financial Group17$1.53K0.00%00.0%Unchanged
Atlantic Trust, LLC17$1.53K0.00%00.0%Unchanged
ZRC Wealth Management, LLC17$1.53K0.00%+17New
SJS Investment Consulting Inc.19$1.71K0.00%00.0%Unchanged
NVWM, LLC20$1.80K0.00%00.0%Unchanged
Wealth Watch Advisors, INC20$1.80K0.00%+20New
Cape Investment Advisory, Inc.21$1.89K0.00%+6+40.0%Added
Rialto Wealth Management, LLC23$2.07K0.00%+4+21.1%Added
Principia Wealth Advisory, LLC27$2.43K0.00%+2+8.0%Added
Strategic Wealth Partners, Ltd.28$2.52K0.00%00.0%Unchanged
Tortoise Investment Management, LLC29$2.61K0.00%+6+26.1%Added
WestEnd Advisors, LLC29$2.61K0.00%+29New
Johnson Financial Group, Inc.32$2.88K0.00%+32Added
Clark Wealth Partners33$2.91K0.00%00.0%Unchanged
Truvestments Capital LLC33$2.93K0.00%+1+3.1%Added
Bay Harbor Wealth Management, LLC34$3.06K0.00%+7+25.9%Added
Crowley Wealth Management, Inc.36$3.24K0.00%00.0%Unchanged
Teachers Insurance & Annuity Association of America36$3.24K0.00%+36New
Winnow Wealth LLC38$3.42K0.00%+38New
Trifecta Capital Advisors, LLC42$3.78K0.00%00.0%Unchanged
True Wealth Design, LLC42$3.78K0.00%00.0%Unchanged
Texas Capital Bancshares Inc43$3.87K0.00%+43New
Penserra Capital Management LLC54$4.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC51$4.00K0.00%+51New
Halbert Hargrove Global Advisors, LLC45$4.05K0.00%+45New
HighMark Wealth Management LLC47$4.23K0.00%−47−50.0%Reduced
Legacy Wealth Managment, LLC47$4.23K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC49$4.41K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC50$4.50K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC51$4.59K0.00%−1−1.9%Reduced
Global Wealth Strategies & Associates51$4.61K0.00%00.0%Unchanged
Dunhill Financial, LLC52$4.69K0.00%00.0%Unchanged
TFC Financial Management55$4.95K0.00%00.0%Unchanged
Concord Wealth Partners55$4.95K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.59$5.31K0.00%00.0%Unchanged
First Pacific Financial59$5.31K0.00%+5+9.3%Added
Estabrook Capital Management64$5.76K0.00%00.0%Unchanged
Ossiam67$6.03K0.00%−167,051−100.0%Reduced
Aspect Partners, LLC68$6.12K0.00%00.0%Unchanged
Marquette Asset Management, LLC68$6.12K0.00%+68New
IMG Wealth Management, Inc.70$6.30K0.00%00.0%Unchanged
Abound Wealth Management70$6.31K0.00%+1+1.4%Added
South State Corp.72$6.48K0.00%−75−51.0%Reduced
Creative Financial Designs Inc72$6.48K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.74$6.64K0.01%00.0%Unchanged
Roxbury Financial LLC74$6.64K0.01%+18+32.1%Added
Strategic Investment Solutions, Inc.75$6.75K0.00%00.0%Unchanged
JNBA Financial Advisors78$7.02K0.00%00.0%Unchanged
Addison Advisors LLC81$7.29K0.00%+26+47.3%Added
Kilter Group LLC82$7.38K0.00%+9+12.3%Added
Sachetta, LLC89$8.01K0.00%+26+41.3%Added
TCTC Holdings, LLC92$8.28K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.102$8.42K0.00%−1−1.0%Reduced
Marshall & Sterling Wealth Advisors Inc.94$8.46K0.01%00.0%Unchanged
Fortitude Family Office, LLC99$8.91K0.00%00.0%Unchanged
NBT Bank N A90$9.00K0.00%−10−10.0%Reduced
MTM Investment Management, LLC100$9.00K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$9.00K0.00%00.0%Unchanged
Avion Wealth101$9.00K0.00%00.0%Unchanged
Hartford Financial Management Inc.107$9.63K0.00%+83+345.8%Added
Hollencrest Capital Management108$9.72K0.00%00.0%Unchanged
Duncker Streett & Co Inc108$9.72K0.00%+108New
West Branch Capital LLC110$9.90K0.00%00.0%Unchanged
North Capital, Inc.118$10.6K0.01%00.0%Unchanged
Millstone Evans Group, LLC120$10.8K0.01%00.0%Unchanged
St Germain D J Co Inc130$11.7K0.00%−300−69.8%Reduced
West Oak Capital, LLC130$11.7K0.00%00.0%Unchanged
FNY Investment Advisers, LLC137$12.0K0.00%+137New
Glen Eagle Advisors, LLC134$12.0K0.00%+43+47.3%Added
CGC Financial Services, LLC138$12.4K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.140$12.6K0.00%00.0%Unchanged
Howard Hughes Medical Institute140$12.6K0.01%+4+2.9%Added
Bell Investment Advisors, Inc146$13.1K0.00%−53−26.6%Reduced
Essential Partners LLC149$13.4K0.00%+22+17.3%Added
DHJJ Financial Advisors, Ltd.150$13.5K0.00%00.0%Unchanged
Aventura Private Wealth, LLC152$13.7K0.01%+37+32.2%Added
Hilltop National Bank153$13.8K0.00%00.0%Unchanged
City Holding Co154$13.9K0.00%+154New
1620 Investment Advisors, Inc.156$14.0K0.01%00.0%Unchanged
Cornerstone Planning Group LLC446$14.5K0.00%−3,508−88.7%Reduced