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 |
|---|---|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 6,840 | $615.5K | 0.15% | +397+6.2% | Added |
| Mechanics Bank Trust Department | 6,795 | $611.4K | 0.09% | −690−9.2% | Reduced |
| Sagespring Wealth Partners, LLC | 6,772 | $609.4K | 0.01% | +644+10.5% | Added |
| LVM Capital Management Ltd | 6,677 | $601.0K | 0.06% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 6,491 | $599.1K | 0.04% | −450−6.5% | Reduced |
| Gilman Hill Asset Management, LLC | 6,638 | $597.3K | 0.09% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 6,633 | $596.8K | 0.02% | +2,823+74.1% | Added |
| Savvy Advisors, Inc. | 6,611 | $594.8K | 0.03% | +1,876+39.6% | Added |
| Aaron Wealth Advisors | 6,610 | $594.8K | 0.04% | +104+1.6% | Added |
| Banque Cantonale Vaudoise | 6,598 | $594.0K | 0.02% | −6,364−49.1% | Reduced |
| Evergreen Capital Management LLC | 6,559 | $590.2K | 0.01% | +232+3.7% | Added |
| AE Wealth Management LLC | 6,542 | $588.6K | 0.00% | +917+16.3% | Added |
| Wedmont Private Capital | 6,250 | $587.5K | 0.02% | +550+9.6% | Added |
| Sunbelt Securities, Inc. | 6,496 | $584.5K | 0.04% | +53+0.8% | Added |
| Legacy Capital Wealth Partners, LLC | 6,460 | $581.3K | 0.13% | −817−11.2% | Reduced |
| Zacks Investment Management | 6,438 | $579.3K | 0.00% | +13+0.2% | Added |
| Cigna Investments Inc | 6,358 | $572.0K | 0.08% | 00.0% | Unchanged |
| Elm Partners Management LLC | 6,342 | $570.7K | 0.03% | +294+4.9% | Added |
| Chicago Partners Investment Group LLC | 6,156 | $569.8K | 0.01% | +73+1.2% | Added |
| Gladstone Institutional Advisory LLC | 6,320 | $568.6K | 0.02% | +6,320 | New |
| Financial Perspectives, Inc | 6,296 | $566.5K | 0.16% | +41+0.7% | Added |
| Diversify Advisory Services, LLC | 6,104 | $565.1K | 0.02% | −4,466−42.3% | Reduced |
| Demars Financial Group, LLC | 6,266 | $563.8K | 0.20% | −31−0.5% | Reduced |
| Greenline Partners, LLC | 6,134 | $551.9K | 0.07% | −80−1.3% | Reduced |
| Pointe Capital Management LLC | 6,129 | $551.5K | 0.27% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,127 | $551.3K | 0.14% | −600−8.9% | Reduced |
| ELCO Management Co., LLC | 6,125 | $551.1K | 0.29% | −1,349−18.0% | Reduced |
| HCR Wealth Advisors | 6,148 | $548.9K | 0.06% | −287−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 6,084 | $547.5K | 0.02% | −224−3.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 6,054 | $544.7K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 6,035 | $543.0K | 0.02% | −158−2.6% | Reduced |
| Searle & Co. | 6,000 | $539.9K | 0.14% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 5,995 | $539.4K | 0.02% | +189+3.3% | Added |
| Sepio Capital, LP | 5,974 | $537.5K | 0.03% | +346+6.1% | Added |
| Nippon Life Global Investors Americas, Inc. | 5,950 | $535.4K | 0.02% | −6,490−52.2% | Reduced |
| Harbour Capital Advisors, LLC | 5,681 | $534.1K | 0.11% | −578−9.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 5,900 | $530.9K | 0.48% | −100−1.7% | Reduced |
| MJP Associates Inc | 5,871 | $528.3K | 0.07% | +189+3.3% | Added |
| Meridian Wealth Management, LLC | 5,794 | $521.3K | 0.02% | −92−1.6% | Reduced |
| Presima Inc. | 5,767 | $518.9K | 0.14% | 00.0% | Unchanged |
| Wealth Alliance | 5,715 | $514.3K | 0.05% | −1,279−18.3% | Reduced |
| Glenview Trust Co | 5,709 | $513.7K | 0.01% | +5,709 | New |
| Skopos Labs, Inc. | 6,807 | $512.9K | 0.07% | −164−2.4% | Reduced |
| Rice Partnership, LLC | 5,651 | $508.5K | 0.07% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 5,611 | $504.9K | 0.05% | +17+0.3% | 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 |
| Perennial Investment Advisors, LLC | 5,543 | $498.7K | 0.04% | +412+8.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,519 | $496.6K | 0.01% | +190+3.6% | Added |
| 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 |
| Checchi Capital Advisers, LLC | 5,410 | $486.8K | 0.03% | −1,227−18.5% | Reduced |
| Coppell Advisory Solutions LLC | 5,413 | $485.5K | 0.05% | −809−13.0% | Reduced |
| Portfolio Design Labs, LLC | 5,389 | $484.9K | 0.08% | +1,214+29.1% | Added |
| Valeo Financial Advisors, LLC | 5,355 | $481.8K | 0.01% | −213−3.8% | Reduced |
| Neumann Capital Management, LLC | 5,347 | $481.1K | 0.14% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,333 | $479.8K | 0.01% | −92−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,265 | $473.8K | 0.20% | −940−15.1% | Reduced |
| Harbour Investments, Inc. | 5,264 | $473.6K | 0.01% | +72+1.4% | Added |
| Integrated Advisors Network LLC | 5,259 | $473.2K | 0.02% | +373+7.6% | Added |
| Raiffeisen Bank International AG | 5,274 | $473.1K | 0.01% | −5,602−51.5% | Reduced |
| Diversified Trust Co | 5,231 | $470.7K | 0.01% | +230+4.6% | Added |
| Syon Capital LLC | 5,166 | $464.9K | 0.02% | +1,683+48.3% | Added |
| Great Valley Advisor Group, Inc. | 5,156 | $463.6K | 0.01% | +300+6.2% | Added |
| Transcend Wealth Collective, LLC | 5,112 | $460.0K | 0.03% | +1,590+45.1% | Added |
| Rosenberg Matthew Hamilton | 5,075 | $456.6K | 0.10% | +286+6.0% | Added |
| Vance Wealth, Inc. | 5,042 | $453.7K | 0.14% | +7+0.1% | Added |
| Cornerstone Wealth Management, LLC | 5,000 | $449.9K | 0.02% | +10.0% | Added |
| Frank, Rimerman Advisors LLC | 4,965 | $446.8K | 0.03% | +44+0.9% | Added |
| First Foundation Advisors | 4,942 | $444.7K | 0.02% | +4+0.1% | Added |
| AIMZ Investment Advisors, LLC | 4,910 | $441.8K | 0.14% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,907 | $441.5K | 0.00% | +1,169+31.3% | Added |
| Bokf, NA | 4,897 | $440.6K | 0.01% | −385−7.3% | Reduced |
| Edge Financial Advisors LLC | 4,863 | $437.6K | 0.20% | +181+3.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,834 | $434.9K | 0.15% | +42+0.9% | Added |
| Weatherly Asset Management L. P. | 4,799 | $431.8K | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,738 | $426.3K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,609 | $425.2K | 0.00% | +4,609 | New |
| Cerro Pacific Wealth Advisors LLC | 4,712 | $424.0K | 0.12% | −155−3.2% | Reduced |
| Chesapeake Asset Management LLC | 4,701 | $423.0K | 0.37% | −153−3.2% | Reduced |
| Capital Advisors Inc | 4,701 | $423.0K | 0.01% | −3,524−42.8% | Reduced |
| Pallas Capital Advisors LLC | 4,670 | $420.3K | 0.02% | +31+0.7% | Added |
| AMG National Trust Bank | 4,629 | $416.5K | 0.01% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 4,626 | $416.2K | 0.11% | +10+0.2% | Added |
| Associated Banc-Corp | 4,600 | $413.9K | 0.01% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,586 | $412.6K | 0.08% | −46−1.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,575 | $411.7K | 0.21% | +4,575 | New |
| SeaCrest Wealth Management, LLC | 4,372 | $408.1K | 0.04% | +21+0.5% | Added |
| Williams Jones Wealth Management, LLC. | 4,528 | $407.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4,526 | $407.0K | 0.06% | +2,960+189.0% | Added |
| Beck Mack & Oliver LLC | 4,520 | $406.7K | 0.01% | +39+0.9% | Added |
| Davidson Trust Co | 4,518 | $406.5K | 0.17% | +675+17.6% | Added |
| Patten Group, Inc. | 4,506 | $405.4K | 0.08% | −97−2.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,500 | $404.9K | 0.04% | 00.0% | Unchanged |
| US Asset Management LLC | 4,484 | $403.5K | 0.33% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,479 | $402.9K | 0.02% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 4,472 | $402.4K | 0.13% | −190−4.1% | Reduced |
| Kerr Financial Planning Corp | 4,338 | $399.7K | 0.56% | +4,338 | New |
| Quotient Wealth Partners, LLC | 4,426 | $398.2K | 0.01% | −475−9.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,407 | $396.5K | 0.04% | −200−4.3% | Reduced |