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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 717 | $63.3K | 0.01% | +717 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 733 | $64.7K | 0.09% | +28+4.0% | Added |
| Union Bancaire Privee, UBP SA | 761 | $67.8K | 0.00% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 778 | $68.7K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 779 | $68.8K | 0.02% | +4+0.5% | Added |
| United Community Bank | 789 | $69.7K | 0.03% | +198+33.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 800 | $69.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 797 | $70.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 818 | $72.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 819 | $72.3K | 0.00% | −315−27.8% | Reduced |
| Park Place Capital Corp | 856 | $75.6K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 878 | $77.5K | 0.01% | −2,766−75.9% | Reduced |
| Loomis Sayles & Co L P | 892 | $78.8K | 0.00% | −40−4.3% | Reduced |
| DV Equities, LLC | 908 | $80.2K | 0.01% | +908 | New |
| 1015 Capital Partners, LLC | 913 | $80.6K | 0.08% | +913 | New |
| Versant Capital Management, Inc | 918 | $81.0K | 0.01% | +139+17.8% | Added |
| Optiver Holding B.V. | 920 | $81.2K | 0.00% | +920 | New |
| Creative Capital Management Investments LLC | 928 | $81.9K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 934 | $82.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 970 | $85.6K | 0.02% | −155−13.8% | Reduced |
| Deseret Mutual Benefit Administrators | 975 | $86.1K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 976 | $86.2K | 0.00% | +360+58.4% | Added |
| Front Row Advisors LLC | 973 | $86.5K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 981 | $86.6K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 982 | $86.7K | 0.00% | −652−39.9% | Reduced |
| MCF Advisors LLC | 993 | $88.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,001 | $88.4K | 0.03% | +1,001 | New |
| Catalyst Capital Advisors LLC | 1,011 | $89.3K | 0.00% | −727−41.8% | Reduced |
| Prestige Wealth Management Group LLC | 1,032 | $91.8K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,084 | $95.7K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,110 | $98.0K | 0.01% | +8+0.7% | Added |
| American Capital Advisory, LLC | 1,127 | $99.5K | 0.04% | +5+0.4% | Added |
| McIlrath & Eck, LLC | 1,129 | $99.7K | 0.01% | +7+0.6% | Added |
| DT Investment Partners, LLC | 1,160 | $102.4K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,189 | $105.0K | 0.03% | +100+9.2% | Added |
| Corsicana & Co. | 1,218 | $107.5K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,237 | $109.0K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 1,251 | $110.5K | 0.00% | +1,251 | New |
| Pin Oak Investment Advisors Inc | 1,274 | $111.0K | 0.08% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,258 | $111.1K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,275 | $112.6K | 0.05% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,280 | $113.0K | 0.02% | +1,280 | New |
| Hills Bank & Trust Co | 1,306 | $115.3K | 0.01% | +1,306 | New |
| Roble, Belko & Company, Inc | 1,316 | $116.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,330 | $117.4K | 0.01% | +158+13.5% | Added |
| Federated Hermes, Inc. | 1,370 | $121.0K | 0.00% | +47+3.6% | Added |
| Core Alternative Capital | 1,395 | $123.2K | 0.03% | −22−1.6% | Reduced |
| JDM Financial Group LLC | 1,400 | $123.6K | 0.05% | 00.0% | Unchanged |
| Tidemark, LLC | 1,422 | $125.5K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,440 | $127.1K | 0.01% | +183+14.6% | Added |
| General Partner, Inc. | 1,450 | $128.0K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,450 | $128.0K | 0.00% | −1,396−49.1% | Reduced |
| Kimelman & Baird, LLC | 1,500 | $132.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,597 | $141.0K | 0.02% | +5+0.3% | Added |
| Rocky Mountain Advisers, LLC | 1,600 | $141.3K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,601 | $141.4K | 0.01% | +65+4.2% | Added |
| Pacifica Partners Inc. | 1,598 | $143.4K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,636 | $145.5K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,650 | $145.7K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,678 | $148.2K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,689 | $149.0K | 0.10% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,699 | $150.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,730 | $152.7K | 0.01% | −86−4.7% | Reduced |
| Cromwell Holdings LLC | 1,765 | $157.0K | 0.09% | 00.0% | Unchanged |
| Onefund, LLC | 1,818 | $160.5K | 0.10% | +110+6.4% | Added |
| AdvisorNet Financial, Inc | 1,823 | $160.9K | 0.01% | +66+3.8% | Added |
| McMillan Office, Inc. | 1,900 | $167.8K | 0.02% | +1,900 | New |
| Heritage Wealth Advisors | 1,902 | $167.9K | 0.01% | −140−6.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,930 | $170.4K | 0.00% | −117−5.7% | Reduced |
| Caldwell Trust Co | 1,970 | $173.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,975 | $174.4K | 0.00% | −17,454−89.8% | Reduced |
| Nemes Rush Group LLC | 2,021 | $178.4K | 0.02% | +21+1.1% | Added |
| Ameriflex Group, Inc. | 2,030 | $179.2K | 0.09% | −252−11.0% | Reduced |
| HM Payson & Co | 2,144 | $189.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,159 | $190.6K | 0.00% | +107+5.2% | Added |
| Bryn Mawr Trust Co | 2,205 | $194.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2,263 | $199.8K | 0.04% | +2,263 | New |
| Curated Wealth Partners LLC | 2,266 | $200.1K | 0.02% | +2,266 | New |
| Old National Bancorp | 2,286 | $201.8K | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,279 | $202.5K | 0.01% | +2,279 | New |
| Prosperity Consulting Group, LLC | 2,295 | $202.6K | 0.01% | −5,734−71.4% | Reduced |
| Custom Index Systems, LLC | 2,300 | $203.1K | 0.09% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,301 | $203.2K | 0.01% | +9+0.4% | Added |
| Miracle Mile Advisors, LLC | 2,304 | $203.4K | 0.00% | +2,304 | New |
| First National Bank Sioux Falls | 2,320 | $204.8K | 0.06% | 00.0% | Unchanged |
| Dixon Fnancial Services, Inc. | 2,332 | $205.9K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,333 | $206.0K | 0.02% | +674+40.6% | Added |
| Mission Wealth Management, LP | 2,364 | $208.7K | 0.00% | −422−15.1% | Reduced |
| Vision Capital Management, Inc. | 2,374 | $209.6K | 0.03% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 2,374 | $209.6K | 0.02% | +2,374 | New |
| Insigneo Advisory Services, LLC | 2,376 | $209.8K | 0.02% | −825−25.8% | Reduced |
| Lodestone Wealth Management LLC | 2,380 | $210.1K | 0.09% | 00.0% | Unchanged |
| KWB Wealth | 2,383 | $210.4K | 0.02% | +2,383 | New |
| Montag A & Associates Inc | 2,375 | $211.2K | 0.01% | +375+18.8% | Added |
| BSW Wealth Partners | 2,399 | $211.8K | 0.03% | +2,399 | New |
| Howard Wealth Management, LLC | 2,400 | $211.9K | 0.09% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 2,406 | $212.4K | 0.15% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,408 | $212.6K | 0.03% | −540−18.3% | Reduced |
| Sterling Investment Counsel, LLC | 2,424 | $212.6K | 0.06% | +2,424 | New |
| MONECO Advisors, LLC | 2,425 | $214.1K | 0.02% | +16+0.7% | Added |