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 |
|---|---|---|---|---|---|
| Cooper Financial Group | 10,972 | $987.3K | 0.11% | −87−0.8% | Reduced |
| Wetherby Asset Management Inc | 10,877 | $978.7K | 0.04% | +1,037+10.5% | Added |
| Fiduciary Trust Co | 10,856 | $976.8K | 0.01% | +301+2.9% | Added |
| Toroso Investments, LLC | 10,896 | $973.4K | 0.00% | +2,353+27.5% | Added |
| Moneta Group Investment Advisors LLC | 10,787 | $970.7K | 0.01% | +1,396+14.9% | Added |
| Allworth Financial LP | 10,766 | $968.7K | 0.00% | −928−7.9% | Reduced |
| Vontobel Holding Ltd. | 10,762 | $968.4K | 0.00% | −1,126−9.5% | Reduced |
| Resources Investment Advisors, LLC. | 10,758 | $968.0K | 0.01% | −202−1.8% | Reduced |
| Watts Gwilliam & Co., LLC | 10,732 | $965.7K | 0.16% | 00.0% | Unchanged |
| Prudential PLC | 10,721 | $964.7K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,661 | $959.3K | 0.02% | +914+9.4% | Added |
| Jones Financial Companies LLLP | 10,660 | $945.0K | 0.00% | +2,995+39.1% | Added |
| Ami Asset Management Corp | 10,481 | $943.1K | 0.05% | −111−1.0% | Reduced |
| Alps Advisors Inc | 10,472 | $942.3K | 0.01% | +4,702+81.5% | Added |
| West Wealth Group, LLC | 10,207 | $942.0K | 0.21% | +112+1.1% | Added |
| Krilogy Financial LLC | 10,108 | $933.9K | 0.04% | +10,108 | New |
| Greenleaf Trust | 10,310 | $927.7K | 0.01% | −829−7.4% | Reduced |
| Iams Wealth Management, LLC | 10,276 | $924.8K | 0.37% | −68−0.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,228 | $920.3K | 0.03% | −126−1.2% | Reduced |
| Larson Financial Group LLC | 10,208 | $918.5K | 0.03% | −1,595−13.5% | Reduced |
| Letson Investment Management, Inc. | 10,200 | $917.8K | 0.33% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,142 | $912.6K | 0.00% | +4,988+96.8% | Added |
| Grove Bank & Trust | 10,107 | $909.4K | 0.11% | −880−8.0% | Reduced |
| Chicago Trust Co NA | 10,085 | $907.4K | 0.13% | +8+0.1% | Added |
| Sumitomo Life Insurance Co | 10,009 | $900.6K | 0.03% | −279−2.7% | Reduced |
| Van Hulzen Asset Management, LLC | 10,006 | $900.4K | 0.07% | −39−0.4% | Reduced |
| Stephens Inc | 9,889 | $889.8K | 0.01% | −1,562−13.6% | Reduced |
| Westmount Partners, LLC | 9,870 | $881.0K | 0.23% | −40.0% | Reduced |
| BKD Wealth Advisors, LLC | 9,788 | $880.7K | 0.02% | −727−6.9% | Reduced |
| Dark Forest Capital Management LP | 9,757 | $877.9K | 0.03% | −92,548−90.5% | Reduced |
| Ipsen Advisor Group LLC | 9,722 | $874.8K | 0.63% | +75+0.8% | Added |
| Advisor OS, LLC | 9,681 | $871.1K | 0.08% | +118+1.2% | Added |
| Cohen Klingenstein LLC | 9,600 | $863.8K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 9,557 | $859.9K | 0.05% | −117−1.2% | Reduced |
| QRG Capital Management, Inc. | 9,508 | $855.5K | 0.01% | +4,241+80.5% | Added |
| Stonegate Investment Group, LLC | 9,346 | $841.0K | 0.02% | −5,131−35.4% | Reduced |
| Gradient Investments LLC | 9,323 | $838.9K | 0.01% | −471−4.8% | Reduced |
| Peak Financial Advisors LLC | 9,152 | $823.5K | 0.40% | +9,152 | New |
| Siemens Fonds Invest GmbH | 9,093 | $818.2K | 0.04% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 8,921 | $802.7K | 0.54% | −215−2.4% | Reduced |
| Quadrant Capital Group LLC | 8,869 | $798.0K | 0.03% | −3,842−30.2% | Reduced |
| Cohen Capital Management, Inc. | 8,800 | $791.8K | 0.12% | 00.0% | Unchanged |
| Callan Family Office, LLC | 8,797 | $791.6K | 0.03% | −3,790−30.1% | Reduced |
| Kestra Private Wealth Services, LLC | 8,777 | $789.7K | 0.01% | −5,663−39.2% | Reduced |
| Independent Advisor Alliance | 8,682 | $781.2K | 0.02% | −50−0.6% | Reduced |
| MAI Capital Management | 8,665 | $779.7K | 0.00% | +1,783+25.9% | Added |
| Brown Advisory Inc | 8,657 | $779.0K | 0.00% | −609−6.6% | Reduced |
| Paradigm Financial Partners, LLC | 8,606 | $774.4K | 0.08% | −1,644−16.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,587 | $772.6K | 0.01% | +115+1.4% | Added |
| Brighton Jones LLC | 8,546 | $768.9K | 0.02% | +748+9.6% | Added |
| Mendel Money Management | 8,531 | $767.6K | 0.32% | +55+0.6% | Added |
| Claro Advisors LLC | 8,524 | $767.0K | 0.11% | +20.0% | Added |
| Farther Finance Advisors, LLC | 8,461 | $761.3K | 0.01% | +3,694+77.5% | Added |
| Strategic Investment Advisors | 8,259 | $743.1K | 0.07% | −256−3.0% | Reduced |
| Eventide Asset Management, LLC | 8,279 | $742.6K | 0.01% | +1,149+16.1% | Added |
| G&S Capital LLC | 8,246 | $742.0K | 0.27% | +10.0% | Added |
| Norden Group LLC | 8,135 | $732.0K | 0.07% | +106+1.3% | Added |
| Salem Investment Counselors Inc | 8,080 | $727.0K | 0.02% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 8,029 | $722.4K | 0.04% | −1,176−12.8% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 8,016 | $721.3K | 0.44% | +8,016 | New |
| Clearstead Advisors, LLC | 8,015 | $721.2K | 0.01% | −523−6.1% | Reduced |
| Voleon Capital Management LP | 8,010 | $720.7K | 0.02% | +2,988+59.5% | Added |
| Atomi Financial Group, Inc. | 7,975 | $717.5K | 0.02% | +1,241+18.4% | Added |
| Signaturefd, LLC | 7,932 | $713.7K | 0.01% | +10+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 7,914 | $712.1K | 0.05% | +7,301+1,191.0% | Added |
| Whittier Trust Co of Nevada Inc | 7,758 | $709.4K | 0.02% | −424−5.2% | Reduced |
| Hartford Funds Management Co LLC | 7,860 | $707.4K | 0.06% | −1,092−12.2% | Reduced |
| Smartleaf Asset Management LLC | 7,885 | $707.3K | 0.04% | +2,895+58.0% | Added |
| Octavia Wealth Advisors, LLC | 7,834 | $704.9K | 0.07% | +4,355+125.2% | Added |
| Sompo Asset Management Co., Ltd. | 7,790 | $700.9K | 0.12% | −2,000−20.4% | Reduced |
| Tiaa Trust, National Association | 7,752 | $697.5K | 0.00% | +609+8.5% | Added |
| PEAK6 LLC | 7,735 | $696.0K | 0.02% | +598+8.4% | Added |
| GTS Securities LLC | 7,690 | $691.9K | 0.03% | −4,287−35.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,676 | $690.7K | 0.09% | −10.0% | Reduced |
| Blueshift Asset Management, LLC | 7,638 | $687.3K | 0.21% | +7,638 | New |
| Quest Investment Management LLC | 7,631 | $686.6K | 0.07% | −1,665−17.9% | Reduced |
| Crestwood Advisors Group LLC | 7,628 | $686.4K | 0.01% | +1,482+24.1% | Added |
| Ellevest, Inc. | 7,509 | $675.7K | 0.10% | +7,509 | New |
| West Paces Advisors Inc. | 7,494 | $674.3K | 0.13% | −634−7.8% | Reduced |
| Sageworth Trust Co | 7,480 | $673.0K | 0.03% | +7,480 | New |
| Advisory Alpha, LLC | 7,516 | $671.0K | 0.02% | +660+9.6% | Added |
| CIBC Private Wealth Group, LLC | 7,421 | $667.7K | 0.00% | +738+11.0% | Added |
| Avantax Planning Partners, Inc. | 7,407 | $666.5K | 0.02% | 00.0% | Unchanged |
| PFG Advisors | 7,383 | $664.3K | 0.03% | +2,529+52.1% | Added |
| Venturi Wealth Management, LLC | 7,341 | $660.5K | 0.03% | −333−4.3% | Reduced |
| Johnson Investment Counsel Inc | 7,324 | $659.0K | 0.01% | +2,915+66.1% | Added |
| Shelton Capital Management | 7,314 | $658.1K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,264 | $653.6K | 0.01% | −6,056−45.5% | Reduced |
| Smith, Moore & Co. | 7,240 | $651.5K | 0.05% | 00.0% | Unchanged |
| TKG Advisors, LLC | 7,134 | $641.9K | 0.27% | +489+7.4% | Added |
| Potomac Fund Management Inc | 7,092 | $638.1K | 0.03% | −83−1.2% | Reduced |
| Intrua Financial, LLC | 7,080 | $637.1K | 0.07% | −50−0.7% | Reduced |
| Vise Technologies, Inc. | 7,018 | $631.5K | 0.02% | −8,139−53.7% | Reduced |
| Ariston Services Group | 6,973 | $627.4K | 0.38% | −209−2.9% | Reduced |
| Byrne Asset Management LLC | – | $622.7K | 0.39% | – | – |
| Financial Management Professionals, Inc. | 6,912 | $621.9K | 0.06% | +42+0.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,911 | $621.9K | 0.22% | +113+1.7% | Added |
| Jacobi Capital Management LLC | 6,869 | $618.0K | 0.04% | +302+4.6% | Added |
| Heritage Wealth Management, Inc. | 6,867 | $617.9K | 0.18% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 6,855 | $616.8K | 0.01% | +1,726+33.7% | Added |