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, Q4 2025
Institutional positions in Sempra as of Dec 31, 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
- 1,213
- +78 vs. Q3 2025
- Shares held
- 605.1M
- +487.6K (+0.1%) vs. Q3 2025
- Total value
- $53.4B
- −$962.5M (−1.8%) vs. Q3 2025
- New holders
- 157
- 432 more added
- Sold out
- 79
- 398 more reduced
17 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Branch Capital LLC | 110 | $9.71K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 112 | $9.91K | 0.00% | +112 | New |
| Millstone Evans Group, LLC | 120 | $10.6K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 128 | $11.3K | 0.01% | +58+82.9% | Added |
| St Germain D J Co Inc | 130 | $11.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 131 | $11.6K | 0.00% | −67−33.8% | Reduced |
| Glen Eagle Advisors, LLC | 134 | $11.9K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 138 | $12.2K | 0.01% | +138 | New |
| CGC Financial Services, LLC | 138 | $12.2K | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 138 | $12.2K | 0.01% | +138 | New |
| Brown, Lisle/Cummings, Inc. | 140 | $12.4K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 140 | $12.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $12.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 149 | $13.2K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 150 | $13.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 153 | $13.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 154 | $13.6K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 156 | $13.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 164 | $14.5K | 0.00% | −227−58.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 165 | $14.7K | 0.00% | −53−24.3% | Reduced |
| Highline Wealth Partners LLC | 167 | $14.7K | 0.00% | +1+0.6% | Added |
| Cape Investment Advisory, Inc. | 167 | $14.7K | 0.00% | +146+695.2% | Added |
| LRI Investments, LLC | 171 | $15.1K | 0.00% | +171 | New |
| Greykasell Wealth Strategies, Inc. | 172 | $15.2K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 182 | $16.1K | 0.02% | 00.0% | Unchanged |
| Collier Financial | 184 | $16.3K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 195 | $17.2K | 0.01% | +1+0.5% | Added |
| SOA Wealth Advisors, LLC. | 195 | $17.3K | 0.00% | −229−54.0% | Reduced |
| Lavaca Capital LLC | 200 | $17.7K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $17.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 204 | $18.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 205 | $18.1K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 208 | $18.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 210 | $18.5K | 0.02% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 214 | $19.1K | 0.01% | +214 | New |
| CBIZ Investment Advisory Services, LLC | 216 | $19.2K | 0.00% | −83−27.8% | Reduced |
| GoalVest Advisory LLC | 220 | $19.4K | 0.00% | 00.0% | Unchanged |
| City State Bank | 222 | $19.6K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 226 | $20.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 229 | $20.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 237 | $21.0K | 0.00% | +63+36.2% | Added |
| Ball & Co Wealth Management Inc. | 242 | $21.0K | 0.01% | +2+0.8% | Added |
| Blueline Advisors LLC | 250 | $22.1K | 0.02% | +250 | New |
| High Note Wealth, LLC | 255 | $22.5K | 0.00% | −7−2.7% | Reduced |
| Kemnay Advisory Services Inc. | 260 | $23.0K | 0.00% | +260 | New |
| Meeder Asset Management Inc | 266 | $23.5K | 0.00% | −16−5.7% | Reduced |
| Spire Wealth Management | 282 | $24.9K | 0.00% | −242−46.2% | Reduced |
| Gen-Wealth Partners Inc | 287 | $25.3K | 0.01% | +11+4.0% | Added |
| Private Wealth Asset Management, LLC | 294 | $26.0K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $26.5K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 300 | $26.5K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 300 | $26.5K | 0.03% | +300 | New |
| Silvant Capital Management LLC | 304 | $26.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 316 | $27.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 332 | $29.3K | 0.00% | +34+11.4% | Added |
| Bogart Wealth, LLC | 333 | $29.4K | 0.00% | +58+21.1% | Added |
| Ogorek Anthony Joseph | 361 | $31.0K | 0.01% | −36−9.1% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 347 | $31.0K | 0.00% | +127+57.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 355 | $31.6K | 0.01% | +161+83.0% | Added |
| Key Financial Inc | 361 | $31.9K | 0.01% | +153+73.6% | Added |
| Frazier Financial Advisors, LLC | 387 | $34.2K | 0.02% | +113+41.2% | Added |
| McCarthy Grittinger Financial Group, LLC | 388 | $34.3K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 390 | $34.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 394 | $35.0K | 0.02% | −7−1.7% | Reduced |
| GW&K Investment Management, LLC | 392 | $35.0K | 0.00% | +10+2.6% | Added |
| Wolverine Asset Management LLC | 400 | $35.3K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $35.3K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 400 | $35.3K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 400 | $35.3K | 0.03% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 400 | $35.3K | 0.03% | +400 | New |
| Country Trust Bank | 402 | $35.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 406 | $35.5K | 0.00% | +191+88.8% | Added |
| Westside Investment Management, Inc. | 402 | $36.1K | 0.01% | −100−19.9% | Reduced |
| Capital Advisors, Ltd. LLC | 420 | $37.0K | 0.00% | +50+13.5% | Added |
| Farmers & Merchants Investments Inc | 445 | $39.3K | 0.00% | −20−4.3% | Reduced |
| Financial Connections Group, Inc. | 458 | $40.0K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 458 | $40.4K | 0.01% | +458 | New |
| Dogwood Wealth Management LLC | 461 | $40.7K | 0.02% | +7+1.5% | Added |
| Bruce G. Allen Investments, LLC | 466 | $41.1K | 0.03% | −171−26.8% | Reduced |
| First Command Advisory Services, Inc. | 474 | $41.8K | 0.00% | +74+18.5% | Added |
| Motco | 491 | $43.4K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 494 | $43.6K | 0.01% | +494 | New |
| Pacific Center for Financial Services | 520 | $46.8K | 0.01% | 00.0% | Unchanged |
| Bayban | 533 | $47.1K | 0.04% | +533 | New |
| Ritter Daniher Financial Advisory LLC | 553 | $48.8K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 559 | $49.3K | 0.01% | −100−15.2% | Reduced |
| Horrell Capital Management, Inc. | 600 | $53.0K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 600 | $53.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 615 | $54.0K | 0.01% | −29−4.5% | Reduced |
| CoreCap Advisors, LLC | 622 | $54.9K | 0.00% | +341+121.4% | Added |
| Flagship Harbor Advisors, LLC | 624 | $55.1K | 0.00% | +624 | New |
| SBI Securities Co., Ltd. | 630 | $55.6K | 0.00% | −83−11.6% | Reduced |
| Medallion Wealth Advisors, LLC | 652 | $57.6K | 0.02% | +4+0.6% | Added |
| Barrett & Company, Inc. | 668 | $59.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 670 | $59.2K | 0.02% | −500−42.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 680 | $60.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 709 | $62.6K | 0.01% | −10−1.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 712 | $63.0K | 0.00% | +34+5.0% | Added |
| Smithfield Trust Co | 712 | $63.0K | 0.00% | +32+4.7% | Added |
| Webster Bank, N. A. | 715 | $63.1K | 0.01% | −126−15.0% | Reduced |