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 |
|---|---|---|---|---|---|
| One Capital Management, LLC | 3,550 | $319.4K | 0.01% | +3,550 | New |
| Ameritas Advisory Services, LLC | 3,569 | $321.2K | 0.02% | +3,471+3,541.8% | Added |
| Warren Averett Asset Management, LLC | 3,601 | $324.0K | 0.00% | +126+3.6% | Added |
| Ieq Capital, LLC | 3,616 | $325.4K | 0.00% | −1,303−26.5% | Reduced |
| Sovran Advisors, LLC | 3,525 | $325.9K | 0.03% | −202−5.4% | Reduced |
| Leonteq Securities AG | 3,646 | $328.1K | 0.02% | −2,792−43.4% | Reduced |
| Alteri Wealth LLC | 3,647 | $328.2K | 0.11% | −1,376−27.4% | Reduced |
| Tritonpoint Wealth, LLC | 3,654 | $328.7K | 0.03% | −2,345−39.1% | Reduced |
| Cidel Asset Management Inc | 3,661 | $329.4K | 0.02% | +288+8.5% | Added |
| Williamson Legacy Group, LLC | 3,666 | $329.9K | 0.25% | −73−2.0% | Reduced |
| Equitable Holdings, Inc. | 3,689 | $331.9K | 0.00% | +97+2.7% | Added |
| Vivaldi Capital Management, LLC | 3,691 | $332.1K | 0.05% | +31+0.8% | Added |
| Group One Trading, L.P. | 3,706 | $333.5K | 0.01% | −53,690−93.5% | Reduced |
| Sather Financial Group Inc | 3,711 | $333.9K | 0.02% | +258+7.5% | Added |
| Centric Wealth Management | 3,633 | $334.0K | 0.07% | +20+0.6% | Added |
| Pensionmark Financial Group, LLC | 3,718 | $334.5K | 0.01% | +75+2.1% | Added |
| Simmons Bank | 3,726 | $335.3K | 0.02% | −149−3.8% | Reduced |
| HBK Sorce Advisory LLC | 3,636 | $335.6K | 0.01% | −3−0.1% | Reduced |
| Manchester Financial Inc | 3,734 | $336.0K | 0.07% | −84−2.2% | Reduced |
| Fort Washington Investment Advisors Inc | 3,743 | $336.8K | 0.00% | +3,743 | New |
| Conning Inc. | 3,798 | $341.7K | 0.01% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 3,798 | $341.8K | 0.06% | 00.0% | Unchanged |
| Define Financial, LLC | 3,831 | $344.7K | 0.21% | +33+0.9% | Added |
| IFG Advisory, LLC | 3,840 | $345.5K | 0.02% | +3,840 | New |
| Lakeshore Financial Planning, Inc. | 3,940 | $354.5K | 0.13% | +5+0.1% | Added |
| Sigma Planning Corp | 3,956 | $356.0K | 0.01% | −1,843−31.8% | Reduced |
| Elyxium Wealth, LLC | 3,976 | $357.8K | 0.12% | −60−1.5% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 3,987 | $358.0K | 0.12% | −414−9.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 3,989 | $358.9K | 0.09% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 4,000 | $359.9K | 0.15% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,020 | $361.7K | 0.19% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,038 | $363.3K | 0.03% | +139+3.6% | Added |
| Panagora Asset Management Inc | 4,076 | $366.8K | 0.00% | −9,724−70.5% | Reduced |
| Howard Capital Management Inc. | 4,112 | $370.0K | 0.00% | +132+3.3% | Added |
| Everpar Advisors LLC | 4,121 | $370.8K | 0.15% | −64−1.5% | Reduced |
| Occidental Asset Management, LLC | 4,124 | $371.1K | 0.05% | +72+1.8% | Added |
| Cyndeo Wealth Partners, LLC | 4,124 | $371.1K | 0.02% | −90−2.1% | Reduced |
| Wimmer Associates 1, LLC | 4,138 | $372.3K | 0.18% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,151 | $373.0K | 0.05% | +36+0.9% | Added |
| EverSource Wealth Advisors, LLC | 4,150 | $373.5K | 0.01% | −530−11.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,168 | $375.0K | 0.06% | 00.0% | Unchanged |
| Plancorp, LLC | 4,185 | $376.6K | 0.01% | +62+1.5% | Added |
| Childress Capital Advisors, LLC | 4,214 | $379.2K | 0.07% | +4,214 | New |
| Avantra Family Wealth, Inc. | 4,218 | $379.5K | 0.28% | +4,218 | New |
| Rockland Trust Co | 4,221 | $379.8K | 0.02% | −690−14.1% | Reduced |
| Leisure Capital Management | 4,244 | $381.9K | 0.13% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 4,324 | $389.1K | 0.13% | +4,324 | New |
| Busey Wealth Management | 4,331 | $389.7K | 0.01% | +1,188+37.8% | Added |
| Fulton Bank, N.A. | 4,380 | $394.1K | 0.01% | −29−0.7% | Reduced |
| Waddell & Associates, LLC | 4,384 | $394.5K | 0.03% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 4,406 | $396.5K | 0.31% | +612+16.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,407 | $396.5K | 0.04% | −200−4.3% | Reduced |
| Quotient Wealth Partners, LLC | 4,426 | $398.2K | 0.01% | −475−9.7% | Reduced |
| Kerr Financial Planning Corp | 4,338 | $399.7K | 0.56% | +4,338 | New |
| Etesian Wealth Advisors, Inc. | 4,472 | $402.4K | 0.13% | −190−4.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,479 | $402.9K | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 4,484 | $403.5K | 0.33% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,500 | $404.9K | 0.04% | 00.0% | Unchanged |
| Patten Group, Inc. | 4,506 | $405.4K | 0.08% | −97−2.1% | Reduced |
| Davidson Trust Co | 4,518 | $406.5K | 0.17% | +675+17.6% | Added |
| Beck Mack & Oliver LLC | 4,520 | $406.7K | 0.01% | +39+0.9% | Added |
| TSFG, LLC | 4,526 | $407.0K | 0.06% | +2,960+189.0% | Added |
| Williams Jones Wealth Management, LLC. | 4,528 | $407.4K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,372 | $408.1K | 0.04% | +21+0.5% | Added |
| Aster Capital Management (DIFC) Ltd | 4,575 | $411.7K | 0.21% | +4,575 | New |
| AA Financial Advisors, LLC | 4,586 | $412.6K | 0.08% | −46−1.0% | Reduced |
| Associated Banc-Corp | 4,600 | $413.9K | 0.01% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 4,626 | $416.2K | 0.11% | +10+0.2% | Added |
| AMG National Trust Bank | 4,629 | $416.5K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,670 | $420.3K | 0.02% | +31+0.7% | Added |
| Capital Advisors Inc | 4,701 | $423.0K | 0.01% | −3,524−42.8% | Reduced |
| Chesapeake Asset Management LLC | 4,701 | $423.0K | 0.37% | −153−3.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,712 | $424.0K | 0.12% | −155−3.2% | Reduced |
| Buckingham Strategic Partners | 4,609 | $425.2K | 0.00% | +4,609 | New |
| Confluence Wealth Services, Inc. | 4,738 | $426.3K | 0.02% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 4,799 | $431.8K | 0.04% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 4,834 | $434.9K | 0.15% | +42+0.9% | Added |
| Edge Financial Advisors LLC | 4,863 | $437.6K | 0.20% | +181+3.9% | Added |
| Bokf, NA | 4,897 | $440.6K | 0.01% | −385−7.3% | Reduced |
| Brown Brothers Harriman & Co | 4,907 | $441.5K | 0.00% | +1,169+31.3% | Added |
| AIMZ Investment Advisors, LLC | 4,910 | $441.8K | 0.14% | 00.0% | Unchanged |
| First Foundation Advisors | 4,942 | $444.7K | 0.02% | +4+0.1% | Added |
| Frank, Rimerman Advisors LLC | 4,965 | $446.8K | 0.03% | +44+0.9% | Added |
| Cornerstone Wealth Management, LLC | 5,000 | $449.9K | 0.02% | +10.0% | Added |
| Vance Wealth, Inc. | 5,042 | $453.7K | 0.14% | +7+0.1% | Added |
| Rosenberg Matthew Hamilton | 5,075 | $456.6K | 0.10% | +286+6.0% | Added |
| Transcend Wealth Collective, LLC | 5,112 | $460.0K | 0.03% | +1,590+45.1% | Added |
| Great Valley Advisor Group, Inc. | 5,156 | $463.6K | 0.01% | +300+6.2% | Added |
| Syon Capital LLC | 5,166 | $464.9K | 0.02% | +1,683+48.3% | Added |
| Diversified Trust Co | 5,231 | $470.7K | 0.01% | +230+4.6% | Added |
| Raiffeisen Bank International AG | 5,274 | $473.1K | 0.01% | −5,602−51.5% | Reduced |
| Integrated Advisors Network LLC | 5,259 | $473.2K | 0.02% | +373+7.6% | Added |
| Harbour Investments, Inc. | 5,264 | $473.6K | 0.01% | +72+1.4% | Added |
| Cary Street Partner Investment Advisory LLC | 5,265 | $473.8K | 0.20% | −940−15.1% | Reduced |
| IHT Wealth Management, LLC | 5,333 | $479.8K | 0.01% | −92−1.7% | Reduced |
| Neumann Capital Management, LLC | 5,347 | $481.1K | 0.14% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,355 | $481.8K | 0.01% | −213−3.8% | Reduced |
| Portfolio Design Labs, LLC | 5,389 | $484.9K | 0.08% | +1,214+29.1% | Added |
| Coppell Advisory Solutions LLC | 5,413 | $485.5K | 0.05% | −809−13.0% | Reduced |
| Checchi Capital Advisers, LLC | 5,410 | $486.8K | 0.03% | −1,227−18.5% | Reduced |