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 |
|---|---|---|---|---|---|
| Old Port Advisors | 5,462 | $491.5K | 0.12% | −393−6.7% | Reduced |
| Financial Alternatives, Inc | 5,462 | $491.5K | 0.30% | +1,342+32.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,519 | $496.6K | 0.01% | +190+3.6% | Added |
| Perennial Investment Advisors, LLC | 5,543 | $498.7K | 0.04% | +412+8.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,600 | $503.9K | 0.01% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,600 | $503.9K | 0.35% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 5,611 | $504.9K | 0.05% | +17+0.3% | Added |
| Rice Partnership, LLC | 5,651 | $508.5K | 0.07% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 6,807 | $512.9K | 0.07% | −164−2.4% | Reduced |
| Glenview Trust Co | 5,709 | $513.7K | 0.01% | +5,709 | New |
| Wealth Alliance | 5,715 | $514.3K | 0.05% | −1,279−18.3% | Reduced |
| Presima Inc. | 5,767 | $518.9K | 0.14% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 5,794 | $521.3K | 0.02% | −92−1.6% | Reduced |
| MJP Associates Inc | 5,871 | $528.3K | 0.07% | +189+3.3% | Added |
| Alan B. Lancz & Associates, Inc. | 5,900 | $530.9K | 0.48% | −100−1.7% | Reduced |
| Harbour Capital Advisors, LLC | 5,681 | $534.1K | 0.11% | −578−9.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 5,950 | $535.4K | 0.02% | −6,490−52.2% | Reduced |
| Sepio Capital, LP | 5,974 | $537.5K | 0.03% | +346+6.1% | Added |
| KCM Investment Advisors LLC | 5,995 | $539.4K | 0.02% | +189+3.3% | Added |
| Searle & Co. | 6,000 | $539.9K | 0.14% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 6,035 | $543.0K | 0.02% | −158−2.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 6,054 | $544.7K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,084 | $547.5K | 0.02% | −224−3.6% | Reduced |
| HCR Wealth Advisors | 6,148 | $548.9K | 0.06% | −287−4.5% | Reduced |
| ELCO Management Co., LLC | 6,125 | $551.1K | 0.29% | −1,349−18.0% | Reduced |
| Diligent Investors, LLC | 6,127 | $551.3K | 0.14% | −600−8.9% | Reduced |
| Pointe Capital Management LLC | 6,129 | $551.5K | 0.27% | 00.0% | Unchanged |
| Greenline Partners, LLC | 6,134 | $551.9K | 0.07% | −80−1.3% | Reduced |
| Demars Financial Group, LLC | 6,266 | $563.8K | 0.20% | −31−0.5% | Reduced |
| Diversify Advisory Services, LLC | 6,104 | $565.1K | 0.02% | −4,466−42.3% | Reduced |
| Financial Perspectives, Inc | 6,296 | $566.5K | 0.16% | +41+0.7% | Added |
| Gladstone Institutional Advisory LLC | 6,320 | $568.6K | 0.02% | +6,320 | New |
| Chicago Partners Investment Group LLC | 6,156 | $569.8K | 0.01% | +73+1.2% | Added |
| Elm Partners Management LLC | 6,342 | $570.7K | 0.03% | +294+4.9% | Added |
| Cigna Investments Inc | 6,358 | $572.0K | 0.08% | 00.0% | Unchanged |
| Zacks Investment Management | 6,438 | $579.3K | 0.00% | +13+0.2% | Added |
| Legacy Capital Wealth Partners, LLC | 6,460 | $581.3K | 0.13% | −817−11.2% | Reduced |
| Sunbelt Securities, Inc. | 6,496 | $584.5K | 0.04% | +53+0.8% | Added |
| Wedmont Private Capital | 6,250 | $587.5K | 0.02% | +550+9.6% | Added |
| AE Wealth Management LLC | 6,542 | $588.6K | 0.00% | +917+16.3% | Added |
| Evergreen Capital Management LLC | 6,559 | $590.2K | 0.01% | +232+3.7% | Added |
| Banque Cantonale Vaudoise | 6,598 | $594.0K | 0.02% | −6,364−49.1% | Reduced |
| Aaron Wealth Advisors | 6,610 | $594.8K | 0.04% | +104+1.6% | Added |
| Savvy Advisors, Inc. | 6,611 | $594.8K | 0.03% | +1,876+39.6% | Added |
| Catalytic Wealth RIA, LLC | 6,633 | $596.8K | 0.02% | +2,823+74.1% | Added |
| Gilman Hill Asset Management, LLC | 6,638 | $597.3K | 0.09% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 6,491 | $599.1K | 0.04% | −450−6.5% | Reduced |
| LVM Capital Management Ltd | 6,677 | $601.0K | 0.06% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 6,772 | $609.4K | 0.01% | +644+10.5% | Added |
| Mechanics Bank Trust Department | 6,795 | $611.4K | 0.09% | −690−9.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,840 | $615.5K | 0.15% | +397+6.2% | Added |
| Altshuler Shaham Ltd | 6,855 | $616.8K | 0.01% | +1,726+33.7% | Added |
| Heritage Wealth Management, Inc. | 6,867 | $617.9K | 0.18% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,869 | $618.0K | 0.04% | +302+4.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,911 | $621.9K | 0.22% | +113+1.7% | Added |
| Financial Management Professionals, Inc. | 6,912 | $621.9K | 0.06% | +42+0.6% | Added |
| Byrne Asset Management LLC | – | $622.7K | 0.39% | – | – |
| Ariston Services Group | 6,973 | $627.4K | 0.38% | −209−2.9% | Reduced |
| Vise Technologies, Inc. | 7,018 | $631.5K | 0.02% | −8,139−53.7% | Reduced |
| Intrua Financial, LLC | 7,080 | $637.1K | 0.07% | −50−0.7% | Reduced |
| Potomac Fund Management Inc | 7,092 | $638.1K | 0.03% | −83−1.2% | Reduced |
| TKG Advisors, LLC | 7,134 | $641.9K | 0.27% | +489+7.4% | Added |
| Smith, Moore & Co. | 7,240 | $651.5K | 0.05% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,264 | $653.6K | 0.01% | −6,056−45.5% | Reduced |
| Shelton Capital Management | 7,314 | $658.1K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 7,324 | $659.0K | 0.01% | +2,915+66.1% | Added |
| Venturi Wealth Management, LLC | 7,341 | $660.5K | 0.03% | −333−4.3% | Reduced |
| PFG Advisors | 7,383 | $664.3K | 0.03% | +2,529+52.1% | Added |
| Avantax Planning Partners, Inc. | 7,407 | $666.5K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7,421 | $667.7K | 0.00% | +738+11.0% | Added |
| Advisory Alpha, LLC | 7,516 | $671.0K | 0.02% | +660+9.6% | Added |
| Sageworth Trust Co | 7,480 | $673.0K | 0.03% | +7,480 | New |
| West Paces Advisors Inc. | 7,494 | $674.3K | 0.13% | −634−7.8% | Reduced |
| Ellevest, Inc. | 7,509 | $675.7K | 0.10% | +7,509 | New |
| Crestwood Advisors Group LLC | 7,628 | $686.4K | 0.01% | +1,482+24.1% | Added |
| Quest Investment Management LLC | 7,631 | $686.6K | 0.07% | −1,665−17.9% | Reduced |
| Blueshift Asset Management, LLC | 7,638 | $687.3K | 0.21% | +7,638 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,676 | $690.7K | 0.09% | −10.0% | Reduced |
| GTS Securities LLC | 7,690 | $691.9K | 0.03% | −4,287−35.8% | Reduced |
| PEAK6 LLC | 7,735 | $696.0K | 0.02% | +598+8.4% | Added |
| Tiaa Trust, National Association | 7,752 | $697.5K | 0.00% | +609+8.5% | Added |
| Sompo Asset Management Co., Ltd. | 7,790 | $700.9K | 0.12% | −2,000−20.4% | Reduced |
| Octavia Wealth Advisors, LLC | 7,834 | $704.9K | 0.07% | +4,355+125.2% | Added |
| Smartleaf Asset Management LLC | 7,885 | $707.3K | 0.04% | +2,895+58.0% | Added |
| Hartford Funds Management Co LLC | 7,860 | $707.4K | 0.06% | −1,092−12.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,758 | $709.4K | 0.02% | −424−5.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,914 | $712.1K | 0.05% | +7,301+1,191.0% | Added |
| Signaturefd, LLC | 7,932 | $713.7K | 0.01% | +10+0.1% | Added |
| Atomi Financial Group, Inc. | 7,975 | $717.5K | 0.02% | +1,241+18.4% | Added |
| Voleon Capital Management LP | 8,010 | $720.7K | 0.02% | +2,988+59.5% | Added |
| Clearstead Advisors, LLC | 8,015 | $721.2K | 0.01% | −523−6.1% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 8,016 | $721.3K | 0.44% | +8,016 | New |
| Prosperity Consulting Group, LLC | 8,029 | $722.4K | 0.04% | −1,176−12.8% | Reduced |
| Salem Investment Counselors Inc | 8,080 | $727.0K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 8,135 | $732.0K | 0.07% | +106+1.3% | Added |
| G&S Capital LLC | 8,246 | $742.0K | 0.27% | +10.0% | Added |
| Eventide Asset Management, LLC | 8,279 | $742.6K | 0.01% | +1,149+16.1% | Added |
| Strategic Investment Advisors | 8,259 | $743.1K | 0.07% | −256−3.0% | Reduced |
| Farther Finance Advisors, LLC | 8,461 | $761.3K | 0.01% | +3,694+77.5% | Added |
| Claro Advisors LLC | 8,524 | $767.0K | 0.11% | +20.0% | Added |