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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Corp | 161 | $14.5K | 0.00% | +161 | New |
| Highline Wealth Partners LLC | 166 | $15.0K | 0.00% | +33+24.8% | Added |
| Greykasell Wealth Strategies, Inc. | 172 | $15.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 174 | $15.7K | 0.00% | −18−9.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 182 | $16.4K | 0.02% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 184 | $16.6K | 0.00% | 00.0% | Unchanged |
| Collier Financial | 184 | $16.6K | 0.01% | +184 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 194 | $17.5K | 0.00% | −157−44.7% | Reduced |
| Quaker Wealth Management, LLC | 194 | $17.5K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 198 | $17.8K | 0.00% | +152+330.4% | Added |
| Lavaca Capital LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 204 | $18.4K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 205 | $18.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 208 | $18.6K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 208 | $18.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 210 | $18.9K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 218 | $19.5K | 0.00% | +218 | New |
| Salomon & Ludwin, LLC | 215 | $19.7K | 0.00% | +215 | New |
| GoalVest Advisory LLC | 220 | $19.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 222 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 220 | $20.0K | 0.00% | −9−3.9% | Reduced |
| Pinney & Scofield, Inc. | 226 | $20.3K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 229 | $20.6K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 240 | $21.0K | 0.01% | +2+0.8% | Added |
| Raffa Wealth Management, LLC | 246 | $22.1K | 0.00% | +20+8.8% | Added |
| High Note Wealth, LLC | 262 | $23.6K | 0.00% | −10−3.7% | Reduced |
| Frazier Financial Advisors, LLC | 274 | $24.7K | 0.02% | −1−0.4% | Reduced |
| Bogart Wealth, LLC | 275 | $24.8K | 0.00% | −169−38.1% | Reduced |
| Gen-Wealth Partners Inc | 276 | $24.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 281 | $25.3K | 0.00% | +41+17.1% | Added |
| Meeder Asset Management Inc | 282 | $25.4K | 0.00% | +282 | New |
| Prudent Man Investment Management, Inc. | 300 | $26.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 294 | $26.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 298 | $26.8K | 0.00% | −100−25.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 299 | $26.9K | 0.00% | −72−19.4% | Reduced |
| Crews Bank & Trust | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 304 | $27.4K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 300 | $27.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 316 | $28.4K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 362 | $32.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 370 | $33.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 382 | $34.0K | 0.00% | +11+3.0% | Added |
| Optimum Investment Advisors | 380 | $34.2K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 382 | $34.5K | 0.05% | +54+16.5% | Added |
| McCarthy Grittinger Financial Group, LLC | 388 | $34.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 397 | $35.0K | 0.01% | −13−3.2% | Reduced |
| Essex Investment Management Co LLC | 390 | $35.1K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 391 | $35.2K | 0.01% | +167+74.6% | Added |
| Bank of New Hampshire | 400 | $36.0K | 0.01% | −80−16.7% | Reduced |
| Wolverine Asset Management LLC | 400 | $36.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 400 | $36.0K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 400 | $36.0K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 400 | $36.0K | 0.03% | −29,908−98.7% | Reduced |
| Covestor Ltd | 401 | $36.0K | 0.02% | −64−13.8% | Reduced |
| Country Trust Bank | 402 | $36.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 424 | $38.2K | 0.01% | +229+117.4% | Added |
| Rise Advisors, LLC | 453 | $40.8K | 0.01% | +9+2.0% | Added |
| Dogwood Wealth Management LLC | 454 | $40.8K | 0.02% | +16+3.7% | Added |
| Financial Connections Group, Inc. | 458 | $41.0K | 0.02% | −92−16.7% | Reduced |
| JPL Wealth Management, LLC | 456 | $41.0K | 0.01% | +456 | New |
| Farmers & Merchants Investments Inc | 465 | $41.8K | 0.00% | −91−16.4% | Reduced |
| Motco | 491 | $44.2K | 0.00% | +467+1,945.8% | Added |
| VSM Wealth Advisory, LLC | 498 | $44.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 502 | $44.9K | 0.01% | +127+33.9% | Added |
| Pacific Center for Financial Services | 520 | $46.8K | 0.01% | −312−37.5% | Reduced |
| Spire Wealth Management | 524 | $47.2K | 0.00% | −135−20.5% | Reduced |
| Hemington Wealth Management | 538 | $48.0K | 0.01% | +64+13.5% | Added |
| Ritter Daniher Financial Advisory LLC | 553 | $49.8K | 0.01% | +53+10.6% | Added |
| United Community Bank | 591 | $53.2K | 0.02% | +316+114.9% | Added |
| Horrell Capital Management, Inc. | 600 | $54.0K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 600 | $54.0K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 600 | $54.0K | 0.01% | +600 | New |
| Trust Co of Vermont | 616 | $55.4K | 0.00% | −36−5.5% | Reduced |
| Coston, McIsaac & Partners | 644 | $57.0K | 0.01% | +3+0.5% | Added |
| Bruce G. Allen Investments, LLC | 637 | $57.3K | 0.04% | −4−0.6% | Reduced |
| Medallion Wealth Advisors, LLC | 648 | $58.3K | 0.02% | −145−18.3% | Reduced |
| Toth Financial Advisory Corp | 659 | $59.3K | 0.01% | −18−2.7% | Reduced |
| Smithfield Trust Co | 680 | $60.0K | 0.00% | −14−2.0% | Reduced |
| Barrett & Company, Inc. | 668 | $60.1K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 675 | $60.7K | 0.12% | −9,361−93.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 678 | $61.0K | 0.00% | +678 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 680 | $61.2K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 705 | $63.4K | 0.11% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 713 | $64.2K | 0.00% | −176−19.8% | Reduced |
| Manchester Capital Management LLC | 719 | $64.7K | 0.01% | +77+12.0% | Added |
| Union Bancaire Privee, UBP SA | 761 | $67.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 775 | $69.7K | 0.02% | −2,999−79.5% | Reduced |
| Banque de Luxembourg S.A. | 778 | $70.0K | 0.04% | +778 | New |
| Versant Capital Management, Inc | 779 | $70.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 797 | $71.7K | 0.01% | −6−0.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 800 | $73.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 818 | $73.6K | 0.00% | +212+35.0% | Added |
| Webster Bank, N. A. | 841 | $75.7K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 856 | $77.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 872 | $78.5K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 928 | $83.5K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 932 | $83.9K | 0.00% | −216−18.8% | Reduced |
| ORG Partners LLC | 934 | $84.0K | 0.02% | +40+4.5% | Added |
| Front Row Advisors LLC | 973 | $87.5K | 0.03% | 00.0% | Unchanged |