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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 2,042 | $183.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Caldwell Trust Co | 1,970 | $177.3K | 0.02% | −96−4.6% | Reduced |
| Washington Trust Advisors, Inc. | 1,816 | $163.4K | 0.01% | −27−1.5% | Reduced |
| Cromwell Holdings LLC | 1,765 | $158.8K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,757 | $158.1K | 0.01% | +42+2.4% | Added |
| Sentry Investment Management LLC | 1,689 | $158.0K | 0.11% | −123−6.8% | Reduced |
| Hughes Financial Services, LLC | 1,699 | $157.9K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,738 | $156.4K | 0.00% | −75−4.1% | Reduced |
| Onefund, LLC | 1,708 | $153.7K | 0.10% | +59+3.6% | Added |
| GHP Investment Advisors, Inc. | 1,678 | $151.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,659 | $149.3K | 0.01% | +47+2.9% | Added |
| Tompkins Financial Corp | 1,650 | $148.5K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,636 | $147.2K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 1,634 | $147.0K | 0.01% | +10+0.6% | Added |
| Rocky Mountain Advisers, LLC | 1,600 | $144.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,592 | $143.2K | 0.02% | −56−3.4% | Reduced |
| Pacifica Partners Inc. | 1,598 | $142.6K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,536 | $138.2K | 0.01% | −1−0.1% | Reduced |
| Mather Group, LLC. | 1,531 | $137.7K | 0.00% | +1,531 | New |
| Kimelman & Baird, LLC | 1,500 | $135.0K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 1,450 | $130.5K | 0.07% | 00.0% | Unchanged |
| Tidemark, LLC | 1,422 | $128.0K | 0.04% | −205−12.6% | Reduced |
| Core Alternative Capital | 1,417 | $127.5K | 0.04% | 00.0% | Unchanged |
| JDM Financial Group LLC | 1,400 | $126.0K | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,323 | $119.0K | 0.00% | −1,515−53.4% | Reduced |
| Roble, Belko & Company, Inc | 1,316 | $118.0K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,275 | $114.7K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,274 | $114.6K | 0.08% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,258 | $113.2K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,257 | $113.1K | 0.01% | +273+27.7% | Added |
| Capital Analysts, LLC | 1,237 | $111.0K | 0.00% | +380+44.3% | Added |
| Corsicana & Co. | 1,218 | $109.6K | 0.06% | +1,218 | New |
| Quent Capital, LLC | 1,172 | $105.5K | 0.01% | +1,172 | New |
| Adirondack Trust Co | 1,170 | $105.3K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,167 | $105.0K | 0.00% | +396+51.4% | Added |
| DT Investment Partners, LLC | 1,160 | $104.4K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,134 | $102.1K | 0.01% | +1,134 | New |
| Clear Street Markets LLC | 1,125 | $101.2K | 0.03% | +686+156.3% | Added |
| American Capital Advisory, LLC | 1,122 | $101.0K | 0.05% | −3−0.3% | Reduced |
| McIlrath & Eck, LLC | 1,122 | $100.9K | 0.01% | +9+0.8% | Added |
| Gleason Group, Inc. | 1,102 | $99.1K | 0.01% | +10+0.9% | Added |
| Vision Financial Markets LLC | 1,100 | $99.0K | 0.08% | +100+10.0% | Added |
| AlphaCore Capital LLC | 1,093 | $98.4K | 0.00% | +1,093 | New |
| Hallmark Capital Management Inc | 1,084 | $97.5K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,089 | $97.2K | 0.03% | +17+1.6% | Added |
| Prestige Wealth Management Group LLC | 1,032 | $92.9K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 993 | $89.4K | 0.01% | +51+5.4% | Added |
| Private Wealth Management Group, LLC | 981 | $88.3K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 975 | $87.7K | 0.04% | +73+8.1% | Added |
| Front Row Advisors LLC | 973 | $87.5K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 934 | $84.0K | 0.02% | +40+4.5% | Added |
| Loomis Sayles & Co L P | 932 | $83.9K | 0.00% | −216−18.8% | Reduced |
| Creative Capital Management Investments LLC | 928 | $83.5K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 872 | $78.5K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 856 | $77.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 841 | $75.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 818 | $73.6K | 0.00% | +212+35.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 800 | $73.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 797 | $71.7K | 0.01% | −6−0.7% | Reduced |
| Versant Capital Management, Inc | 779 | $70.1K | 0.01% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 778 | $70.0K | 0.04% | +778 | New |
| Archer Investment Corp | 775 | $69.7K | 0.02% | −2,999−79.5% | Reduced |
| Union Bancaire Privee, UBP SA | 761 | $67.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 719 | $64.7K | 0.01% | +77+12.0% | Added |
| SBI Securities Co., Ltd. | 713 | $64.2K | 0.00% | −176−19.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 705 | $63.4K | 0.11% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 680 | $61.2K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 678 | $61.0K | 0.00% | +678 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 675 | $60.7K | 0.12% | −9,361−93.3% | Reduced |
| Barrett & Company, Inc. | 668 | $60.1K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 680 | $60.0K | 0.00% | −14−2.0% | Reduced |
| Toth Financial Advisory Corp | 659 | $59.3K | 0.01% | −18−2.7% | Reduced |
| Medallion Wealth Advisors, LLC | 648 | $58.3K | 0.02% | −145−18.3% | Reduced |
| Bruce G. Allen Investments, LLC | 637 | $57.3K | 0.04% | −4−0.6% | Reduced |
| Coston, McIsaac & Partners | 644 | $57.0K | 0.01% | +3+0.5% | Added |
| Trust Co of Vermont | 616 | $55.4K | 0.00% | −36−5.5% | Reduced |
| 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 |
| United Community Bank | 591 | $53.2K | 0.02% | +316+114.9% | Added |
| Ritter Daniher Financial Advisory LLC | 553 | $49.8K | 0.01% | +53+10.6% | Added |
| Hemington Wealth Management | 538 | $48.0K | 0.01% | +64+13.5% | Added |
| Spire Wealth Management | 524 | $47.2K | 0.00% | −135−20.5% | Reduced |
| Pacific Center for Financial Services | 520 | $46.8K | 0.01% | −312−37.5% | Reduced |
| Westside Investment Management, Inc. | 502 | $44.9K | 0.01% | +127+33.9% | Added |
| VSM Wealth Advisory, LLC | 498 | $44.8K | 0.01% | 00.0% | Unchanged |
| Motco | 491 | $44.2K | 0.00% | +467+1,945.8% | Added |
| Farmers & Merchants Investments Inc | 465 | $41.8K | 0.00% | −91−16.4% | Reduced |
| JPL Wealth Management, LLC | 456 | $41.0K | 0.01% | +456 | New |
| Financial Connections Group, Inc. | 458 | $41.0K | 0.02% | −92−16.7% | Reduced |
| Dogwood Wealth Management LLC | 454 | $40.8K | 0.02% | +16+3.7% | Added |
| Rise Advisors, LLC | 453 | $40.8K | 0.01% | +9+2.0% | Added |
| SOA Wealth Advisors, LLC. | 424 | $38.2K | 0.01% | +229+117.4% | Added |
| Country Trust Bank | 402 | $36.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 401 | $36.0K | 0.02% | −64−13.8% | Reduced |
| 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 |