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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 975 | $87.7K | 0.04% | +73+8.1% | Added |
| Private Wealth Management Group, LLC | 981 | $88.3K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 993 | $89.4K | 0.01% | +51+5.4% | Added |
| Prestige Wealth Management Group LLC | 1,032 | $92.9K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,089 | $97.2K | 0.03% | +17+1.6% | Added |
| Hallmark Capital Management Inc | 1,084 | $97.5K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,093 | $98.4K | 0.00% | +1,093 | New |
| Vision Financial Markets LLC | 1,100 | $99.0K | 0.08% | +100+10.0% | Added |
| Gleason Group, Inc. | 1,102 | $99.1K | 0.01% | +10+0.9% | Added |
| McIlrath & Eck, LLC | 1,122 | $100.9K | 0.01% | +9+0.8% | Added |
| American Capital Advisory, LLC | 1,122 | $101.0K | 0.05% | −3−0.3% | Reduced |
| Clear Street Markets LLC | 1,125 | $101.2K | 0.03% | +686+156.3% | Added |
| Root Financial Partners, LLC | 1,134 | $102.1K | 0.01% | +1,134 | New |
| DT Investment Partners, LLC | 1,160 | $104.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,167 | $105.0K | 0.00% | +396+51.4% | Added |
| Adirondack Trust Co | 1,170 | $105.3K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,172 | $105.5K | 0.01% | +1,172 | New |
| Corsicana & Co. | 1,218 | $109.6K | 0.06% | +1,218 | New |
| Capital Analysts, LLC | 1,237 | $111.0K | 0.00% | +380+44.3% | Added |
| North Star Investment Management Corp. | 1,257 | $113.1K | 0.01% | +273+27.7% | Added |
| Cherry Tree Wealth Management, LLC | 1,258 | $113.2K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,274 | $114.6K | 0.08% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,275 | $114.7K | 0.05% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,316 | $118.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,323 | $119.0K | 0.00% | −1,515−53.4% | Reduced |
| JDM Financial Group LLC | 1,400 | $126.0K | 0.05% | 00.0% | Unchanged |
| Core Alternative Capital | 1,417 | $127.5K | 0.04% | 00.0% | Unchanged |
| Tidemark, LLC | 1,422 | $128.0K | 0.04% | −205−12.6% | Reduced |
| General Partner, Inc. | 1,450 | $130.5K | 0.07% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,500 | $135.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,531 | $137.7K | 0.00% | +1,531 | New |
| Parkside Financial Bank & Trust | 1,536 | $138.2K | 0.01% | −1−0.1% | Reduced |
| Pacifica Partners Inc. | 1,598 | $142.6K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,592 | $143.2K | 0.02% | −56−3.4% | Reduced |
| Rocky Mountain Advisers, LLC | 1,600 | $144.0K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 1,634 | $147.0K | 0.01% | +10+0.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,636 | $147.2K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,650 | $148.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,659 | $149.3K | 0.01% | +47+2.9% | Added |
| GHP Investment Advisors, Inc. | 1,678 | $151.0K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 1,708 | $153.7K | 0.10% | +59+3.6% | Added |
| Catalyst Capital Advisors LLC | 1,738 | $156.4K | 0.00% | −75−4.1% | Reduced |
| Hughes Financial Services, LLC | 1,699 | $157.9K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,689 | $158.0K | 0.11% | −123−6.8% | Reduced |
| AdvisorNet Financial, Inc | 1,757 | $158.1K | 0.01% | +42+2.4% | Added |
| Cromwell Holdings LLC | 1,765 | $158.8K | 0.08% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,816 | $163.4K | 0.01% | −27−1.5% | Reduced |
| Caldwell Trust Co | 1,970 | $177.3K | 0.02% | −96−4.6% | Reduced |
| Montag A & Associates Inc | 2,000 | $180.0K | 0.01% | −700−25.9% | Reduced |
| Nemes Rush Group LLC | 2,000 | $180.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,042 | $183.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,047 | $184.2K | 0.00% | −57−2.7% | Reduced |
| TD Private Client Wealth LLC | 2,052 | $184.7K | 0.00% | −10,263−83.3% | Reduced |
| HM Payson & Co | 2,144 | $192.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,173 | $195.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,205 | $198.4K | 0.00% | −3,368−60.4% | Reduced |
| King Luther Capital Management Corp | 2,226 | $200.3K | 0.00% | +2,226 | New |
| Bailard, Inc. | 2,237 | $201.3K | 0.00% | −508−18.5% | Reduced |
| BCGM Wealth Management, LLC | 2,245 | $202.0K | 0.05% | +2,245 | New |
| Ethos Financial Group, LLC | 2,252 | $202.6K | 0.02% | +2,252 | New |
| Holistic Financial Partners | 2,269 | $204.2K | 0.08% | +2,269 | New |
| Retirement Planning Group | 2,275 | $204.7K | 0.01% | +2,275 | New |
| Ameriflex Group, Inc. | 2,282 | $205.3K | 0.08% | +1,085+90.6% | Added |
| Old National Bancorp | 2,286 | $205.7K | 0.00% | +2,286 | New |
| Avidian Wealth Solutions, LLC | 2,292 | $206.2K | 0.01% | −606−20.9% | Reduced |
| Custom Index Systems, LLC | 2,300 | $207.0K | 0.06% | +2,300 | New |
| First National Bank Sioux Falls | 2,320 | $208.8K | 0.07% | +2,320 | New |
| Destination Wealth Management | 2,328 | $209.5K | 0.01% | +2,328 | New |
| Dixon Fnancial Services, Inc. | 2,332 | $209.8K | 0.10% | +2,332 | New |
| Impact Partnership Wealth, LLC | 2,363 | $212.6K | 0.03% | +2,363 | New |
| Richardson Financial Services Inc. | 2,373 | $213.5K | 0.13% | −12−0.5% | Reduced |
| Inspire Advisors, LLC | 2,374 | $213.6K | 0.02% | +2,374 | New |
| Vision Capital Management, Inc. | 2,374 | $213.6K | 0.03% | +2,374 | New |
| Phillips Wealth Planners LLC | 2,314 | $214.0K | 0.18% | +2,314 | New |
| Lodestone Wealth Management LLC | 2,380 | $214.2K | 0.10% | +2,380 | New |
| Howard Wealth Management, LLC | 2,400 | $216.0K | 0.10% | +2,400 | New |
| Arbor Wealth Advisors LLC | 2,406 | $216.5K | 0.16% | +2,406 | New |
| MONECO Advisors, LLC | 2,409 | $216.8K | 0.02% | +2,409 | New |
| First American Trust, FSB | 2,421 | $217.8K | 0.02% | −641−20.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,438 | $219.4K | 0.00% | +2,438 | New |
| Requisite Capital Management, LLC | 2,449 | $220.4K | 0.04% | +2,449 | New |
| Telos Capital Management, Inc. | 2,470 | $222.3K | 0.02% | +2,470 | New |
| Greenwich Wealth Management LLC | 2,481 | $223.0K | 0.01% | +2,481 | New |
| Premier Path Wealth Partners, LLC | 2,491 | $224.1K | 0.03% | +2,491 | New |
| Stone Run Capital, LLC | 2,500 | $224.9K | 0.09% | +2,500 | New |
| Roehl & Yi Investment Advisors, LLC | 2,501 | $225.0K | 0.10% | +2,501 | New |
| Phillips Financial Management, LLC | 2,513 | $226.1K | 0.01% | +2,513 | New |
| Liberty Wealth Management LLC | 2,531 | $227.7K | 0.03% | +2,531 | New |
| Kingswood Wealth Advisors, LLC | 2,532 | $227.8K | 0.01% | +2,532 | New |
| Essex Financial Services, Inc. | 2,534 | $228.0K | 0.01% | +2,534 | New |
| Advisors Capital Management, LLC | 2,555 | $230.0K | 0.00% | −219−7.9% | Reduced |
| Aprio Wealth Management, LLC | 2,558 | $230.2K | 0.02% | +2,558 | New |
| Camden Capital, LLC | 2,563 | $230.5K | 0.02% | +2,563 | New |
| LifeSteps Financial, Inc. | 2,564 | $230.7K | 0.15% | +2,564 | New |
| Level Four Advisory Services, LLC | 2,579 | $232.1K | 0.01% | −579−18.3% | Reduced |
| Carrera Capital Advisors | 2,584 | $232.5K | 0.04% | −663−20.4% | Reduced |
| Catalyst Financial Partners LLC | 2,620 | $235.7K | 0.03% | +2,620 | New |
| Pinnacle West Asset Management, Inc. | 2,620 | $236.0K | 0.15% | +2,620 | New |
| Beacon Investment Advisory Services, Inc. | 2,634 | $237.0K | 0.01% | +2,634 | New |
| PFG Investments, LLC | 2,636 | $237.2K | 0.01% | +2,636 | New |