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 |
|---|---|---|---|---|---|
| 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 |
| Activest Wealth Management | 391 | $35.2K | 0.01% | +167+74.6% | Added |
| Essex Investment Management Co LLC | 390 | $35.1K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 397 | $35.0K | 0.01% | −13−3.2% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 388 | $34.9K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 382 | $34.5K | 0.05% | +54+16.5% | Added |
| Optimum Investment Advisors | 380 | $34.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 382 | $34.0K | 0.00% | +11+3.0% | Added |
| Capital Advisors, Ltd. LLC | 370 | $33.0K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 362 | $32.6K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 316 | $28.4K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 300 | $27.8K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 304 | $27.4K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 299 | $26.9K | 0.00% | −72−19.4% | Reduced |
| Bangor Savings Bank | 298 | $26.8K | 0.00% | −100−25.1% | Reduced |
| Private Wealth Asset Management, LLC | 294 | $26.5K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 300 | $26.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 282 | $25.4K | 0.00% | +282 | New |
| CoreCap Advisors, LLC | 281 | $25.3K | 0.00% | +41+17.1% | Added |
| Gen-Wealth Partners Inc | 276 | $24.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 275 | $24.8K | 0.00% | −169−38.1% | Reduced |
| Frazier Financial Advisors, LLC | 274 | $24.7K | 0.02% | −1−0.4% | Reduced |
| High Note Wealth, LLC | 262 | $23.6K | 0.00% | −10−3.7% | Reduced |
| Raffa Wealth Management, LLC | 246 | $22.1K | 0.00% | +20+8.8% | Added |
| Ball & Co Wealth Management Inc. | 240 | $21.0K | 0.01% | +2+0.8% | Added |
| Evermay Wealth Management LLC | 229 | $20.6K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 226 | $20.3K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 220 | $20.0K | 0.00% | −9−3.9% | Reduced |
| City State Bank | 222 | $20.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 220 | $19.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 215 | $19.7K | 0.00% | +215 | New |
| Transamerica Financial Advisors, Inc. | 218 | $19.5K | 0.00% | +218 | New |
| Riverview Trust Co | 210 | $18.9K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 208 | $18.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 208 | $18.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 205 | $18.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 204 | $18.4K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 198 | $17.8K | 0.00% | +152+330.4% | Added |
| 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 |
| Collier Financial | 184 | $16.6K | 0.01% | +184 | New |
| New Age Alpha Advisors, LLC | 184 | $16.6K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 182 | $16.4K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 174 | $15.7K | 0.00% | −18−9.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 172 | $15.5K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 166 | $15.0K | 0.00% | +33+24.8% | Added |
| First Horizon Corp | 161 | $14.5K | 0.00% | +161 | New |
| Cornerstone Planning Group LLC | 446 | $14.5K | 0.00% | −3,508−88.7% | Reduced |
| 1620 Investment Advisors, Inc. | 156 | $14.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 154 | $13.9K | 0.00% | +154 | New |
| Hilltop National Bank | 153 | $13.8K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 152 | $13.7K | 0.01% | +37+32.2% | Added |
| DHJJ Financial Advisors, Ltd. | 150 | $13.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 149 | $13.4K | 0.00% | +22+17.3% | Added |
| Bell Investment Advisors, Inc | 146 | $13.1K | 0.00% | −53−26.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 140 | $12.6K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 140 | $12.6K | 0.01% | +4+2.9% | Added |
| CGC Financial Services, LLC | 138 | $12.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 134 | $12.0K | 0.00% | +43+47.3% | Added |
| FNY Investment Advisers, LLC | 137 | $12.0K | 0.00% | +137 | New |
| West Oak Capital, LLC | 130 | $11.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 130 | $11.7K | 0.00% | −300−69.8% | Reduced |
| Millstone Evans Group, LLC | 120 | $10.8K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 118 | $10.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 110 | $9.90K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 108 | $9.72K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 108 | $9.72K | 0.00% | +108 | New |
| Hartford Financial Management Inc. | 107 | $9.63K | 0.00% | +83+345.8% | Added |
| Avion Wealth | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 90 | $9.00K | 0.00% | −10−10.0% | Reduced |
| MTM Investment Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 99 | $8.91K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 94 | $8.46K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 102 | $8.42K | 0.00% | −1−1.0% | Reduced |
| TCTC Holdings, LLC | 92 | $8.28K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 89 | $8.01K | 0.00% | +26+41.3% | Added |
| Kilter Group LLC | 82 | $7.38K | 0.00% | +9+12.3% | Added |
| Addison Advisors LLC | 81 | $7.29K | 0.00% | +26+47.3% | Added |
| JNBA Financial Advisors | 78 | $7.02K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 75 | $6.75K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 74 | $6.64K | 0.01% | +18+32.1% | Added |
| Quest 10 Wealth Builders, Inc. | 74 | $6.64K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 72 | $6.48K | 0.00% | −75−51.0% | Reduced |
| Creative Financial Designs Inc | 72 | $6.48K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $6.31K | 0.00% | +1+1.4% | Added |
| IMG Wealth Management, Inc. | 70 | $6.30K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 68 | $6.12K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 68 | $6.12K | 0.00% | +68 | New |
| Ossiam | 67 | $6.03K | 0.00% | −167,051−100.0% | Reduced |
| Estabrook Capital Management | 64 | $5.76K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 59 | $5.31K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 59 | $5.31K | 0.00% | +5+9.3% | Added |
| TFC Financial Management | 55 | $4.95K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 55 | $4.95K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 52 | $4.69K | 0.00% | 00.0% | Unchanged |