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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2025: 1,152 institutions
Q1 2021: 811 institutionsQ2 2021: 819 institutionsQ3 2021: 803 institutionsQ4 2021: 887 institutionsQ1 2022: 954 institutionsQ2 2022: 958 institutionsQ3 2022: 962 institutionsQ4 2022: 1,006 institutionsQ1 2023: 984 institutionsQ2 2023: 992 institutionsQ3 2023: 984 institutionsQ4 2023: 1,040 institutionsQ1 2024: 1,044 institutionsQ2 2024: 1,040 institutionsQ3 2024: 1,105 institutionsQ4 2024: 1,205 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,123 institutionsQ3 2025: 1,152 institutionsQ4 2025: 1,213 institutionsQ1 2026: 1,274 institutionsQ2 2026: 1,288 institutions
Value heldQ3 2025: $54.4B
Q1 2021: $34.6BQ2 2021: $36.0BQ3 2021: $34.9BQ4 2021: $36.0BQ1 2022: $46.7BQ2 2022: $41.0BQ3 2022: $41.0BQ4 2022: $41.9BQ1 2023: $41.4BQ2 2023: $39.4BQ3 2023: $36.9BQ4 2023: $42.4BQ1 2024: $40.5BQ2 2024: $43.5BQ3 2024: $47.9BQ4 2024: $51.4BQ1 2025: $41.5BQ2 2025: $44.5BQ3 2025: $54.4BQ4 2025: $53.4BQ1 2026: $57.3BQ2 2026: $55.9B
Institutions holding SRE and their total value by quarter
QuarterHoldersValue
Q2 20261,288$55.9B
Q1 20261,274$57.3B
Q4 20251,213$53.4B
Q3 20251,152$54.4B
Q2 20251,123$44.5B
Q1 20251,148$41.5B
Q4 20241,205$51.4B
Q3 20241,105$47.9B
Q2 20241,040$43.5B
Q1 20241,044$40.5B
Q4 20231,040$42.4B
Q3 2023984$36.9B
Q2 2023992$39.4B
Q1 2023984$41.4B
Q4 20221,006$41.9B
Q3 2022962$41.0B
Q2 2022958$41.0B
Q1 2022954$46.7B
Q4 2021887$36.0B
Q3 2021803$34.9B
Q2 2021819$36.0B
Q1 2021811$34.6B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q2 2025.

Institutions holding SRE in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
LeClair Wealth Partners LLC3,002$270.1K0.17%−5−0.2%Reduced
Hodges Capital Management Inc.3,000$269.9K0.02%00.0%Unchanged
Wellington Shields & Co., LLC3,000$269.9K0.07%00.0%Unchanged
Capital Squared Financial LLC3,000$269.9K0.23%00.0%Unchanged
Brookstone Capital Management2,991$269.2K0.00%+71+2.4%Added
Vaughan David Investments LLC2,992$269.0K0.01%00.0%Unchanged
Adviser Investments LLC2,970$267.2K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc2,965$266.8K0.01%−89−2.9%Reduced
Patton Fund Management, Inc.2,948$265.3K0.05%00.0%Unchanged
1st Source Bank2,940$264.5K0.01%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC2,932$263.8K0.02%+2,932New
Leavell Investment Management, Inc.2,918$262.5K0.01%00.0%Unchanged
Sound View Wealth Advisors Group, LLC2,915$262.3K0.02%−703−19.4%Reduced
FC Advisory LLC2,893$260.3K0.08%+25+0.9%Added
Soltis Investment Advisors LLC2,891$260.2K0.02%+46+1.6%Added
Sierra Ocean, LLC2,880$259.1K0.22%+10.0%Added
Independence Bank of Kentucky2,876$258.8K0.03%00.0%Unchanged
Daymark Wealth Partners, LLC2,874$258.6K0.01%−323−10.1%Reduced
Pacific Wealth Management2,871$258.4K0.13%+2,871New
Pacific Sage Partners, LLC2,866$257.9K0.04%00.0%Unchanged
44 Wealth Management LLC2,851$256.5K0.09%−11,598−80.3%Reduced
Warren Street Wealth Advisors, LLC2,847$256.2K0.08%+16+0.6%Added
Cullen/Frost Bankers, Inc.2,846$256.1K0.00%+90+3.3%Added
Howland Capital Management LLC2,845$256.0K0.01%00.0%Unchanged
Bank of Stockton2,840$255.5K0.07%−136−4.6%Reduced
Ballentine Partners, LLC2,835$255.1K0.00%−8−0.3%Reduced
Atlantic Edge Private Wealth Management, LLC2,830$254.6K0.07%−80−2.7%Reduced
Gallacher Capital Management LLC2,804$252.3K0.10%00.0%Unchanged
North Star Asset Management Inc2,800$251.9K0.01%+3+0.1%Added
Kera Capital Partners, Inc.2,799$251.9K0.04%+2,799New
626 Financial, LLC2,792$251.2K0.11%+24+0.9%Added
Fortress Wealth Management, Inc.2,788$250.8K0.11%+9+0.3%Added
Bridgewealth Advisory Group, LLC2,787$250.8K0.06%+17+0.6%Added
Colonial Trust Co2,786$250.7K0.03%−70−2.5%Reduced
Mission Wealth Management, LP2,786$250.7K0.01%+2,786New
Capital Advisory Group Advisory Services, LLC2,767$249.0K0.08%00.0%Unchanged
Dash Acquisitions Inc.2,694$248.4K0.05%+16+0.6%Added
WealthTrust Axiom LLC2,758$248.2K0.07%+2,758New
Baker Avenue Asset Management, LP2,742$246.7K0.01%+2,742New
NerdWallet Wealth Partners, LLC2,731$245.7K0.12%+2,731New
BridgePort Financial Solutions, LLC2,719$244.7K0.07%+21+0.8%Added
SOL Capital Management CO2,702$243.0K0.02%00.0%Unchanged
Baxter Bros Inc2,700$242.9K0.03%−100−3.6%Reduced
Principal Street Partners, LLC2,700$242.9K0.04%+2,700New
Pachira Investments Inc.2,693$242.3K0.14%+10.0%Added
Exchange Traded Concepts, LLC2,687$241.8K0.00%+1,405+109.6%Added
Fiduciary Alliance LLC2,684$241.5K0.02%+12+0.4%Added
New Covenant Trust Company, N.A.2,674$240.6K0.22%+2,674New
Apella Capital, LLC2,633$239.9K0.01%+2,633New
Morey & Quinn Wealth Partners, LLC2,650$238.4K0.18%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach2,642$237.7K0.05%−152−5.4%Reduced
PFG Investments, LLC2,636$237.2K0.01%+2,636New
Beacon Investment Advisory Services, Inc.2,634$237.0K0.01%+2,634New
Pinnacle West Asset Management, Inc.2,620$236.0K0.15%+2,620New
Catalyst Financial Partners LLC2,620$235.7K0.03%+2,620New
Carrera Capital Advisors2,584$232.5K0.04%−663−20.4%Reduced
Level Four Advisory Services, LLC2,579$232.1K0.01%−579−18.3%Reduced
LifeSteps Financial, Inc.2,564$230.7K0.15%+2,564New
Camden Capital, LLC2,563$230.5K0.02%+2,563New
Aprio Wealth Management, LLC2,558$230.2K0.02%+2,558New
Advisors Capital Management, LLC2,555$230.0K0.00%−219−7.9%Reduced
Essex Financial Services, Inc.2,534$228.0K0.01%+2,534New
Kingswood Wealth Advisors, LLC2,532$227.8K0.01%+2,532New
Liberty Wealth Management LLC2,531$227.7K0.03%+2,531New
Phillips Financial Management, LLC2,513$226.1K0.01%+2,513New
Roehl & Yi Investment Advisors, LLC2,501$225.0K0.10%+2,501New
Stone Run Capital, LLC2,500$224.9K0.09%+2,500New
Premier Path Wealth Partners, LLC2,491$224.1K0.03%+2,491New
Greenwich Wealth Management LLC2,481$223.0K0.01%+2,481New
Telos Capital Management, Inc.2,470$222.3K0.02%+2,470New
Requisite Capital Management, LLC2,449$220.4K0.04%+2,449New
Signature Estate & Investment Advisors LLC2,438$219.4K0.00%+2,438New
First American Trust, FSB2,421$217.8K0.02%−641−20.9%Reduced
MONECO Advisors, LLC2,409$216.8K0.02%+2,409New
Arbor Wealth Advisors LLC2,406$216.5K0.16%+2,406New
Howard Wealth Management, LLC2,400$216.0K0.10%+2,400New
Lodestone Wealth Management LLC2,380$214.2K0.10%+2,380New
Phillips Wealth Planners LLC2,314$214.0K0.18%+2,314New
Vision Capital Management, Inc.2,374$213.6K0.03%+2,374New
Inspire Advisors, LLC2,374$213.6K0.02%+2,374New
Richardson Financial Services Inc.2,373$213.5K0.13%−12−0.5%Reduced
Impact Partnership Wealth, LLC2,363$212.6K0.03%+2,363New
Dixon Fnancial Services, Inc.2,332$209.8K0.10%+2,332New
Destination Wealth Management2,328$209.5K0.01%+2,328New
First National Bank Sioux Falls2,320$208.8K0.07%+2,320New
Custom Index Systems, LLC2,300$207.0K0.06%+2,300New
Avidian Wealth Solutions, LLC2,292$206.2K0.01%−606−20.9%Reduced
Old National Bancorp2,286$205.7K0.00%+2,286New
Ameriflex Group, Inc.2,282$205.3K0.08%+1,085+90.6%Added
Retirement Planning Group2,275$204.7K0.01%+2,275New
Holistic Financial Partners2,269$204.2K0.08%+2,269New
Ethos Financial Group, LLC2,252$202.6K0.02%+2,252New
BCGM Wealth Management, LLC2,245$202.0K0.05%+2,245New
Bailard, Inc.2,237$201.3K0.00%−508−18.5%Reduced
King Luther Capital Management Corp2,226$200.3K0.00%+2,226New
Bryn Mawr Trust Co2,205$198.4K0.00%−3,368−60.4%Reduced
Sterling Capital Management LLC2,173$195.5K0.00%00.0%Unchanged
HM Payson & Co2,144$192.9K0.00%00.0%Unchanged
TD Private Client Wealth LLC2,052$184.7K0.00%−10,263−83.3%Reduced
Ronald Blue Trust, Inc.2,047$184.2K0.00%−57−2.7%Reduced