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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 4,629 | $408.7K | 0.01% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 4,634 | $409.1K | 0.10% | +8+0.2% | Added |
| Associated Banc-Corp | 4,639 | $409.6K | 0.01% | +39+0.8% | Added |
| Plancorp, LLC | 4,666 | $412.0K | 0.01% | +481+11.5% | Added |
| TSFG, LLC | 4,664 | $412.0K | 0.06% | +138+3.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,675 | $412.8K | 0.11% | −37−0.8% | Reduced |
| Integrated Advisors Network LLC | 4,682 | $413.4K | 0.02% | −577−11.0% | Reduced |
| Busey Wealth Management | 4,685 | $413.6K | 0.01% | +354+8.2% | Added |
| Jacobs Levy Equity Management, Inc | 4,696 | $414.6K | 0.00% | −452,273−99.0% | Reduced |
| Capital Advisors Inc | 4,700 | $415.0K | 0.01% | −10.0% | Reduced |
| Chesapeake Asset Management LLC | 4,721 | $416.8K | 0.35% | +20+0.4% | Added |
| Confluence Wealth Services, Inc. | 4,738 | $418.3K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,751 | $419.5K | 0.06% | +4,751 | New |
| Pallas Capital Advisors LLC | 4,776 | $421.7K | 0.01% | +106+2.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,742 | $421.8K | 0.14% | −92−1.9% | Reduced |
| AA Financial Advisors, LLC | 4,801 | $423.9K | 0.08% | +215+4.7% | Added |
| Pinnacle Financial Partners, Inc. | 4,820 | $425.6K | 0.00% | +4,820 | New |
| Weatherly Asset Management L. P. | 4,799 | $426.6K | 0.03% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 4,870 | $429.9K | 0.18% | +7+0.1% | Added |
| AIMZ Investment Advisors, LLC | 4,910 | $433.5K | 0.12% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,925 | $434.8K | 0.24% | +4,925 | New |
| First Foundation Advisors | 4,943 | $436.4K | 0.02% | +10.0% | Added |
| Mach-1 Financial Group, Inc. | 4,969 | $438.7K | 0.09% | +4,969 | New |
| Raiffeisen Bank International AG | 4,938 | $439.9K | 0.01% | −336−6.4% | Reduced |
| Frank, Rimerman Advisors LLC | 4,984 | $440.0K | 0.03% | +19+0.4% | Added |
| AlphaCore Capital LLC | 4,993 | $440.9K | 0.01% | +3,900+356.8% | Added |
| Leonteq Securities AG | 4,998 | $441.3K | 0.02% | +1,352+37.1% | Added |
| Vance Wealth, Inc. | 5,050 | $449.1K | 0.13% | +8+0.2% | Added |
| Lighthouse Financial Services Inc | 5,090 | $449.4K | 0.10% | +5,090 | New |
| Coppell Advisory Solutions LLC | 5,071 | $451.8K | 0.05% | −342−6.3% | Reduced |
| Great Valley Advisor Group, Inc. | 5,159 | $455.5K | 0.01% | +3+0.1% | Added |
| Harbour Investments, Inc. | 5,166 | $456.1K | 0.01% | −98−1.9% | Reduced |
| Rosenberg Matthew Hamilton | 5,191 | $458.3K | 0.09% | +116+2.3% | Added |
| Harbour Capital Advisors, LLC | 5,136 | $460.8K | 0.09% | −545−9.6% | Reduced |
| IHT Wealth Management, LLC | 5,243 | $462.9K | 0.01% | −90−1.7% | Reduced |
| Evergreen Capital Management LLC | 5,215 | $463.9K | 0.01% | −1,344−20.5% | Reduced |
| Diversified Trust Co | 5,287 | $466.8K | 0.01% | +56+1.1% | Added |
| Cary Street Partners Financial LLC | 5,298 | $467.8K | 0.01% | +4,131+354.0% | Added |
| Bauman Advisory Group, LLC | 5,319 | $469.6K | 0.38% | +5,319 | New |
| Old Port Advisors | 5,339 | $471.4K | 0.12% | −123−2.3% | Reduced |
| Foguth Wealth Management, LLC. | 5,261 | $472.0K | 0.07% | +5,261 | New |
| Neumann Capital Management, LLC | 5,347 | $472.1K | 0.14% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 5,389 | $475.8K | 0.08% | 00.0% | Unchanged |
| Glenview Trust Co | 5,420 | $478.5K | 0.01% | −289−5.1% | Reduced |
| Wealth Alliance | 5,426 | $479.1K | 0.05% | −289−5.1% | Reduced |
| Syon Capital LLC | 5,428 | $479.3K | 0.02% | +262+5.1% | Added |
| Cornerstone Wealth Management, LLC | 5,434 | $479.8K | 0.02% | +434+8.7% | Added |
| Checchi Capital Advisers, LLC | 5,467 | $482.7K | 0.03% | +57+1.1% | Added |
| Valeo Financial Advisors, LLC | 5,558 | $490.7K | 0.01% | +203+3.8% | Added |
| ELCO Management Co., LLC | 5,571 | $491.9K | 0.31% | −554−9.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,586 | $493.2K | 0.13% | +321+6.1% | Added |
| Pointe Capital Management LLC | 5,593 | $493.8K | 0.24% | −536−8.7% | Reduced |
| Gilman Hill Asset Management, LLC | 5,595 | $494.0K | 0.08% | −1,043−15.7% | Reduced |
| Cross Staff Investments Inc | 5,600 | $494.4K | 0.30% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 5,617 | $495.9K | 0.05% | +6+0.1% | Added |
| Perennial Investment Advisors, LLC | 5,628 | $497.0K | 0.04% | +85+1.5% | Added |
| Rice Partnership, LLC | 5,651 | $498.9K | 0.07% | 00.0% | Unchanged |
| MJP Associates Inc | 5,796 | $511.7K | 0.06% | −75−1.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,814 | $513.3K | 0.01% | +1,286+28.4% | Added |
| HCR Wealth Advisors | 5,848 | $516.3K | 0.05% | −300−4.9% | Reduced |
| Presima Inc. | 5,856 | $517.0K | 0.30% | +89+1.5% | Added |
| Global Retirement Partners, LLC | 5,872 | $518.4K | 0.01% | +2,655+82.5% | Added |
| Worldquant Millennium Advisors LLC | 5,966 | $526.7K | 0.00% | +5,966 | New |
| Ameritas Investment Partners, Inc. | 5,980 | $528.0K | 0.02% | −104−1.7% | Reduced |
| Searle & Co. | 6,000 | $529.7K | 0.14% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,042 | $533.4K | 0.02% | +2,473+69.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,054 | $534.5K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 6,075 | $536.4K | 0.02% | −1,615−21.0% | Reduced |
| KCM Investment Advisors LLC | 6,080 | $536.8K | 0.02% | +85+1.4% | Added |
| Diligent Investors, LLC | 6,127 | $541.0K | 0.13% | 00.0% | Unchanged |
| Elm Partners Management LLC | 6,153 | $543.2K | 0.02% | −189−3.0% | Reduced |
| Sepio Capital, LP | 6,155 | $543.4K | 0.03% | +181+3.0% | Added |
| Financial Perspectives, Inc | 6,158 | $543.7K | 0.15% | −138−2.2% | Reduced |
| Vinva Investment Management Ltd | 6,112 | $544.5K | 0.01% | +6,112 | New |
| Blackstone Group Inc. | 6,200 | $547.4K | 0.00% | −971,741−99.4% | Reduced |
| Bridgewater Advisors Inc. | 6,474 | $549.2K | 0.04% | −17−0.3% | Reduced |
| Demars Financial Group, LLC | 6,266 | $553.2K | 0.19% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,438 | $553.3K | 0.01% | +282+4.6% | Added |
| Bedminster, LLC | 6,283 | $554.7K | 0.51% | +6,283 | New |
| Greenline Partners, LLC | 6,284 | $554.8K | 0.06% | +150+2.4% | Added |
| Brown Brothers Harriman & Co | 6,324 | $558.3K | 0.00% | +1,417+28.9% | Added |
| Cigna Investments Inc | 6,358 | $561.0K | 0.08% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,402 | $565.3K | 0.00% | +2,935+84.7% | Added |
| Sunbelt Securities, Inc. | 6,405 | $565.5K | 0.04% | −91−1.4% | Reduced |
| PFG Advisors | 6,454 | $569.8K | 0.03% | −929−12.6% | Reduced |
| LVM Capital Management Ltd | 6,677 | $590.0K | 0.05% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,726 | $594.0K | 0.02% | +6,726 | New |
| Pensionmark Financial Group, LLC | 6,734 | $594.5K | 0.01% | +3,016+81.1% | Added |
| Indivisible Partners | 6,744 | $595.4K | 0.06% | +6,744 | New |
| Mechanics Bank Trust Department | 6,795 | $599.9K | 0.08% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,851 | $604.9K | 0.04% | −18−0.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,858 | $605.6K | 0.15% | +18+0.3% | Added |
| Savvy Advisors, Inc. | 6,864 | $606.0K | 0.02% | +253+3.8% | Added |
| Intrua Financial, LLC | 6,865 | $606.1K | 0.07% | −215−3.0% | Reduced |
| Heritage Wealth Management, Inc. | 6,867 | $606.3K | 0.17% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,911 | $610.2K | 0.21% | 00.0% | Unchanged |
| Quest Investment Management LLC | 6,942 | $612.9K | 0.07% | −689−9.0% | Reduced |
| Financial Management Professionals, Inc. | 6,902 | $613.8K | 0.06% | −10−0.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 6,920 | $614.4K | 0.03% | +970+16.3% | Added |
| Alaethes Wealth LLC | 6,926 | $616.0K | 0.17% | +6,926 | New |