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 |
|---|---|---|---|---|---|
| Obermeyer Wood Investment Counsel, LLLP | 3,258 | $287.6K | 0.01% | 00.0% | Unchanged |
| SimpliFi, Inc. | 3,265 | $288.3K | 0.12% | +22+0.7% | Added |
| NWF Advisory Services Inc. | 3,288 | $290.3K | 0.03% | −213−6.1% | Reduced |
| Aprio Wealth Management, LLC | 3,187 | $290.5K | 0.02% | +629+24.6% | Added |
| Atwood & Palmer Inc | 3,300 | $291.4K | 0.02% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,322 | $293.3K | 0.03% | +33+1.0% | Added |
| Wealthcare Advisory Partners LLC | 3,340 | $294.9K | 0.01% | −194−5.5% | Reduced |
| Adviser Investments LLC | 3,361 | $296.7K | 0.00% | +391+13.2% | Added |
| Continuum Advisory, LLC | 3,368 | $297.4K | 0.03% | −91−2.6% | Reduced |
| LRT Capital Management, LLC | 3,379 | $298.3K | 0.26% | +3,379 | New |
| Rossmore Private Capital | 3,368 | $299.5K | 0.03% | +110+3.4% | Added |
| Pring Turner Capital Group Inc | 3,400 | $300.2K | 0.19% | −102−2.9% | Reduced |
| Oak Asset Management, LLC | 3,400 | $300.2K | 0.10% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,428 | $302.7K | 0.01% | +3,428 | New |
| Cypress Wealth Services, LLC | 3,428 | $302.7K | 0.04% | +198+6.1% | Added |
| FORA Capital, LLC | 4,342 | $303.4K | 0.04% | +4,342 | New |
| Empire Financial Management Company, LLC | 3,444 | $304.1K | 0.07% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 3,478 | $307.1K | 0.01% | +3,478 | New |
| Freestone Capital Holdings, LLC | 3,479 | $307.2K | 0.01% | +60+1.8% | Added |
| Trilogy Capital Inc. | 3,510 | $309.9K | 0.01% | −30−0.8% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 3,515 | $310.0K | 0.07% | −472−11.8% | Reduced |
| Daymark Wealth Partners, LLC | 3,522 | $311.0K | 0.01% | +648+22.5% | Added |
| Centric Wealth Management | 3,633 | $313.2K | 0.07% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 3,550 | $313.4K | 0.01% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,564 | $314.7K | 0.09% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 3,600 | $317.8K | 0.30% | +3,600 | New |
| CX Institutional | 3,605 | $318.0K | 0.01% | +273+8.2% | Added |
| Sovran Advisors, LLC | 3,477 | $318.4K | 0.03% | −48−1.4% | Reduced |
| Conning Inc. | 3,610 | $318.7K | 0.01% | −188−4.9% | Reduced |
| Wedmont Private Capital | 3,691 | $318.8K | 0.01% | −2,559−40.9% | Reduced |
| HBK Sorce Advisory LLC | 3,659 | $319.6K | 0.01% | +23+0.6% | Added |
| L2 Asset Management, LLC | 3,623 | $319.9K | 0.04% | +221+6.5% | Added |
| Edgestream Partners, L.P. | 3,626 | $320.1K | 0.01% | +3,626 | New |
| Alteri Wealth LLC | 3,632 | $320.6K | 0.10% | −15−0.4% | Reduced |
| Ritholtz Wealth Management | 3,647 | $322.0K | 0.01% | +528+16.9% | Added |
| Williamson Legacy Group, LLC | 3,648 | $322.1K | 0.25% | −18−0.5% | Reduced |
| Cidel Asset Management Inc | 3,661 | $323.2K | 0.02% | 00.0% | Unchanged |
| Manchester Financial Inc | 3,664 | $323.5K | 0.06% | −70−1.9% | Reduced |
| Rothschild Investment LLC | 3,666 | $323.7K | 0.02% | +124+3.5% | Added |
| Ieq Capital, LLC | 3,667 | $323.7K | 0.00% | +51+1.4% | Added |
| Wesbanco Bank Inc | 3,674 | $324.4K | 0.01% | −2,361−39.1% | Reduced |
| Brookstone Capital Management | 3,674 | $324.4K | 0.00% | +683+22.8% | Added |
| Dorsey & Whitney Trust CO LLC | 3,700 | $326.7K | 0.02% | +384+11.6% | Added |
| Sather Financial Group Inc | 3,711 | $327.6K | 0.02% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 3,723 | $328.7K | 0.04% | +32+0.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,746 | $330.7K | 0.01% | −1,773−32.1% | Reduced |
| LJI Wealth Management, LLC | 3,798 | $335.4K | 0.05% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,836 | $338.7K | 0.01% | −544−12.4% | Reduced |
| Define Financial, LLC | 3,858 | $340.7K | 0.19% | +27+0.7% | Added |
| Simon Quick Advisors, LLC | 3,873 | $341.9K | 0.01% | +3,873 | New |
| Cornerstone Planning Group LLC | 3,987 | $346.0K | 0.05% | +3,541+793.9% | Added |
| WealthSpring Partners, LLC | 3,919 | $346.0K | 0.35% | +3,919 | New |
| Fort Washington Investment Advisors Inc | 3,920 | $346.1K | 0.00% | +177+4.7% | Added |
| Sigma Planning Corp | 3,928 | $346.8K | 0.01% | −28−0.7% | Reduced |
| Elyxium Wealth, LLC | 3,937 | $347.6K | 0.10% | −39−1.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 3,945 | $348.3K | 0.12% | +5+0.1% | Added |
| Regatta Capital Group, LLC | 3,986 | $351.9K | 0.05% | +756+23.4% | Added |
| Ridge Creek Global, Inc | 3,987 | $352.0K | 0.30% | +3,987 | New |
| Summit Wealth & Retirement Planning, Inc. | 3,989 | $352.2K | 0.08% | 00.0% | Unchanged |
| Providence First Trust Co | 3,997 | $352.9K | 0.12% | +3,997 | New |
| JBR Co Financial Management Inc | 4,000 | $353.2K | 0.15% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,013 | $354.3K | 0.16% | −125−3.0% | Reduced |
| Signature Wealth Management Partners, LLC | 4,020 | $354.9K | 0.18% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,034 | $356.2K | 0.02% | −90−2.2% | Reduced |
| KTF Investments, LLC | 4,052 | $357.8K | 0.06% | +4,052 | New |
| Carter Financial, LLC | 4,076 | $359.9K | 0.32% | +4,076 | New |
| EverSource Wealth Advisors, LLC | 4,079 | $360.1K | 0.01% | −71−1.7% | Reduced |
| PDS Planning, Inc | 4,096 | $361.6K | 0.02% | +58+1.4% | Added |
| Legacy Capital Wealth Partners, LLC | 4,107 | $362.6K | 0.08% | −2,353−36.4% | Reduced |
| Howard Capital Management Inc. | 4,134 | $365.0K | 0.00% | +22+0.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,137 | $365.3K | 0.03% | −270−6.1% | Reduced |
| Occidental Asset Management, LLC | 4,157 | $367.0K | 0.04% | +33+0.8% | Added |
| Mraz, Amerine & Associates, Inc. | 4,168 | $368.0K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,180 | $369.0K | 0.04% | +29+0.7% | Added |
| Rockland Trust Co | 4,221 | $372.7K | 0.01% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,235 | $373.9K | 0.06% | +21+0.5% | Added |
| Leisure Capital Management | 4,244 | $374.7K | 0.12% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,252 | $375.4K | 0.00% | +563+15.3% | Added |
| Merrithew & Thorsten Inc | 4,291 | $378.0K | 0.40% | +4,291 | New |
| Kerr Financial Planning Corp | 4,351 | $378.1K | 0.51% | +13+0.3% | Added |
| SeaCrest Wealth Management, LLC | 4,388 | $379.0K | 0.04% | +16+0.4% | Added |
| Tred Avon Family Wealth, LLC | 4,324 | $381.8K | 0.12% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 4,325 | $381.9K | 0.28% | +107+2.5% | Added |
| Fieldview Capital Management, LLC | 4,352 | $384.2K | 0.07% | +4,352 | New |
| State of Wyoming | 4,355 | $384.5K | 0.04% | +4,355 | New |
| Patten Group, Inc. | 4,356 | $384.6K | 0.07% | −150−3.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,372 | $386.0K | 0.12% | −100−2.2% | Reduced |
| Summit Financial, LLC | 4,353 | $387.0K | 0.01% | +1,097+33.7% | Added |
| Waddell & Associates, LLC | 4,384 | $387.1K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,401 | $388.6K | 0.02% | +4,401 | New |
| Tobam | 4,408 | $389.0K | 0.10% | +4,408 | New |
| Brown Advisory Inc | 4,435 | $391.6K | 0.00% | −4,222−48.8% | Reduced |
| US Asset Management LLC | 4,450 | $392.9K | 0.32% | −34−0.8% | Reduced |
| PUREfi Wealth, LLC | 4,496 | $397.0K | 0.30% | +90+2.0% | Added |
| Marble Harbor Investment Counsel, LLC | 4,500 | $397.3K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 4,516 | $398.7K | 0.01% | −381−7.8% | Reduced |
| Diversify Advisory Services, LLC | 4,317 | $399.5K | 0.01% | −1,787−29.3% | Reduced |
| IFG Advisory, LLC | 4,536 | $400.5K | 0.02% | +696+18.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,510 | $400.6K | 0.02% | +31+0.7% | Added |
| Beck Mack & Oliver LLC | 4,551 | $401.8K | 0.01% | +31+0.7% | Added |