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 |
|---|---|---|---|---|---|
| PUREfi Wealth, LLC | 4,406 | $396.5K | 0.31% | +612+16.1% | Added |
| Waddell & Associates, LLC | 4,384 | $394.5K | 0.03% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,380 | $394.1K | 0.01% | −29−0.7% | Reduced |
| Busey Wealth Management | 4,331 | $389.7K | 0.01% | +1,188+37.8% | Added |
| Tred Avon Family Wealth, LLC | 4,324 | $389.1K | 0.13% | +4,324 | New |
| Leisure Capital Management | 4,244 | $381.9K | 0.13% | 00.0% | Unchanged |
| Rockland Trust Co | 4,221 | $379.8K | 0.02% | −690−14.1% | Reduced |
| Avantra Family Wealth, Inc. | 4,218 | $379.5K | 0.28% | +4,218 | New |
| Childress Capital Advisors, LLC | 4,214 | $379.2K | 0.07% | +4,214 | New |
| Plancorp, LLC | 4,185 | $376.6K | 0.01% | +62+1.5% | Added |
| Mraz, Amerine & Associates, Inc. | 4,168 | $375.0K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,150 | $373.5K | 0.01% | −530−11.3% | Reduced |
| Hanson & Doremus Investment Management | 4,151 | $373.0K | 0.05% | +36+0.9% | Added |
| Wimmer Associates 1, LLC | 4,138 | $372.3K | 0.18% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,124 | $371.1K | 0.02% | −90−2.1% | Reduced |
| Occidental Asset Management, LLC | 4,124 | $371.1K | 0.05% | +72+1.8% | Added |
| Everpar Advisors LLC | 4,121 | $370.8K | 0.15% | −64−1.5% | Reduced |
| Howard Capital Management Inc. | 4,112 | $370.0K | 0.00% | +132+3.3% | Added |
| Panagora Asset Management Inc | 4,076 | $366.8K | 0.00% | −9,724−70.5% | Reduced |
| PDS Planning, Inc | 4,038 | $363.3K | 0.03% | +139+3.6% | Added |
| Signature Wealth Management Partners, LLC | 4,020 | $361.7K | 0.19% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 4,000 | $359.9K | 0.15% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 3,989 | $358.9K | 0.09% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 3,987 | $358.0K | 0.12% | −414−9.4% | Reduced |
| Elyxium Wealth, LLC | 3,976 | $357.8K | 0.12% | −60−1.5% | Reduced |
| Sigma Planning Corp | 3,956 | $356.0K | 0.01% | −1,843−31.8% | Reduced |
| Lakeshore Financial Planning, Inc. | 3,940 | $354.5K | 0.13% | +5+0.1% | Added |
| IFG Advisory, LLC | 3,840 | $345.5K | 0.02% | +3,840 | New |
| Define Financial, LLC | 3,831 | $344.7K | 0.21% | +33+0.9% | Added |
| LJI Wealth Management, LLC | 3,798 | $341.8K | 0.06% | 00.0% | Unchanged |
| Conning Inc. | 3,798 | $341.7K | 0.01% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 3,743 | $336.8K | 0.00% | +3,743 | New |
| Manchester Financial Inc | 3,734 | $336.0K | 0.07% | −84−2.2% | Reduced |
| HBK Sorce Advisory LLC | 3,636 | $335.6K | 0.01% | −3−0.1% | Reduced |
| Simmons Bank | 3,726 | $335.3K | 0.02% | −149−3.8% | Reduced |
| Pensionmark Financial Group, LLC | 3,718 | $334.5K | 0.01% | +75+2.1% | Added |
| Centric Wealth Management | 3,633 | $334.0K | 0.07% | +20+0.6% | Added |
| Sather Financial Group Inc | 3,711 | $333.9K | 0.02% | +258+7.5% | Added |
| Group One Trading, L.P. | 3,706 | $333.5K | 0.01% | −53,690−93.5% | Reduced |
| Vivaldi Capital Management, LLC | 3,691 | $332.1K | 0.05% | +31+0.8% | Added |
| Equitable Holdings, Inc. | 3,689 | $331.9K | 0.00% | +97+2.7% | Added |
| Williamson Legacy Group, LLC | 3,666 | $329.9K | 0.25% | −73−2.0% | Reduced |
| Cidel Asset Management Inc | 3,661 | $329.4K | 0.02% | +288+8.5% | Added |
| Tritonpoint Wealth, LLC | 3,654 | $328.7K | 0.03% | −2,345−39.1% | Reduced |
| Alteri Wealth LLC | 3,647 | $328.2K | 0.11% | −1,376−27.4% | Reduced |
| Leonteq Securities AG | 3,646 | $328.1K | 0.02% | −2,792−43.4% | Reduced |
| Sovran Advisors, LLC | 3,525 | $325.9K | 0.03% | −202−5.4% | Reduced |
| Ieq Capital, LLC | 3,616 | $325.4K | 0.00% | −1,303−26.5% | Reduced |
| Warren Averett Asset Management, LLC | 3,601 | $324.0K | 0.00% | +126+3.6% | Added |
| Ameritas Advisory Services, LLC | 3,569 | $321.2K | 0.02% | +3,471+3,541.8% | Added |
| FineMark National Bank & Trust | 3,550 | $319.4K | 0.01% | −60−1.7% | Reduced |
| One Capital Management, LLC | 3,550 | $319.4K | 0.01% | +3,550 | New |
| Rothschild Investment LLC | 3,542 | $318.7K | 0.02% | −290−7.6% | Reduced |
| Trilogy Capital Inc. | 3,540 | $318.5K | 0.01% | +75+2.2% | Added |
| Brown Miller Wealth Management, LLC | 3,564 | $318.4K | 0.09% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,534 | $318.0K | 0.01% | +25+0.7% | Added |
| Pring Turner Capital Group Inc | 3,502 | $315.1K | 0.19% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 3,501 | $315.0K | 0.03% | −863−19.8% | Reduced |
| Center For Asset Management LLC | 3,489 | $313.9K | 0.17% | +19+0.5% | Added |
| Golden State Wealth Management, LLC | 3,476 | $312.8K | 0.03% | +1,256+56.6% | Added |
| Wealthspire Advisors, LLC | 3,467 | $312.0K | 0.00% | −1,850−34.8% | Reduced |
| Continuum Advisory, LLC | 3,459 | $311.2K | 0.03% | −232−6.3% | Reduced |
| Tamar Securities, LLC | 3,456 | $311.0K | 0.04% | +3,456 | New |
| Empire Financial Management Company, LLC | 3,444 | $309.9K | 0.07% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,419 | $307.6K | 0.01% | +551+19.2% | Added |
| L2 Asset Management, LLC | 3,402 | $306.1K | 0.04% | +439+14.8% | Added |
| Oak Asset Management, LLC | 3,400 | $305.9K | 0.10% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 3,388 | $304.9K | 0.02% | −285−7.8% | Reduced |
| Alta Advisers Ltd | 3,365 | $302.8K | 0.09% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 3,352 | $301.6K | 0.22% | +15+0.4% | Added |
| CX Institutional | 3,332 | $300.0K | 0.01% | +10+0.3% | Added |
| Wexford Capital LP | 3,326 | $299.3K | 0.09% | +3,326 | New |
| Dorsey & Whitney Trust CO LLC | 3,316 | $298.4K | 0.02% | −385−10.4% | Reduced |
| Atwood & Palmer Inc | 3,300 | $296.9K | 0.02% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,289 | $295.9K | 0.04% | +199+6.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,258 | $293.2K | 0.01% | −1,300−28.5% | Reduced |
| Rossmore Private Capital | 3,258 | $293.2K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,256 | $293.0K | 0.00% | +70+2.2% | Added |
| Parsonex Advisory Services, Inc. | 3,245 | $292.0K | 0.20% | +10+0.3% | Added |
| SimpliFi, Inc. | 3,243 | $291.8K | 0.12% | −87−2.6% | Reduced |
| Regatta Capital Group, LLC | 3,230 | $290.6K | 0.05% | −66−2.0% | Reduced |
| Cypress Wealth Services, LLC | 3,230 | $290.6K | 0.05% | +40+1.3% | Added |
| Global Retirement Partners, LLC | 3,217 | $289.4K | 0.01% | −1,311−29.0% | Reduced |
| Fisher Asset Management, LLC | 3,209 | $288.8K | 0.00% | +475+17.4% | Added |
| Allegheny Financial Group LTD | 3,204 | $288.4K | 0.05% | +3+0.1% | Added |
| Insigneo Advisory Services, LLC | 3,201 | $288.0K | 0.02% | −222−6.5% | Reduced |
| Opus Capital Group, LLC | 3,181 | $286.0K | 0.03% | −153−4.6% | Reduced |
| Ellenbecker Investment Group | 3,175 | $285.7K | 0.04% | −998−23.9% | Reduced |
| Ambassador Advisors, LLC | 3,123 | $281.0K | 0.04% | −117−3.6% | Reduced |
| Ritholtz Wealth Management | 3,119 | $280.7K | 0.01% | +3,119 | New |
| Private Trust Co NA | 3,115 | $280.3K | 0.02% | −288−8.5% | Reduced |
| Los Angeles Capital Management LLC | 3,111 | $279.9K | 0.00% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 3,100 | $278.9K | 0.02% | −857−21.7% | Reduced |
| Trinity Legacy Partners, LLC | 3,033 | $278.9K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,644 | $277.6K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,071 | $276.4K | 0.05% | +22+0.7% | Added |
| Aviso Wealth Management | 3,035 | $273.1K | 0.12% | −260−7.9% | Reduced |
| Beaumont Financial Advisors, LLC | 3,027 | $272.4K | 0.02% | +9+0.3% | Added |
| Massmutual Trust Co FSB | 3,022 | $271.9K | 0.01% | −228−7.0% | Reduced |
| Amussen Hunsaker Associates LLC | 3,000 | $270.2K | 0.03% | 00.0% | Unchanged |