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 |
|---|---|---|---|---|---|
| Potomac Fund Management Inc | 6,980 | $616.2K | 0.02% | −112−1.6% | Reduced |
| Sagespring Wealth Partners, LLC | 7,001 | $618.1K | 0.01% | +229+3.4% | Added |
| CIBC Private Wealth Group, LLC | 7,009 | $618.8K | 0.00% | −412−5.6% | Reduced |
| Byrne Asset Management LLC | 7,020 | $619.8K | 0.35% | – | – |
| Stephens Inc | 7,162 | $632.3K | 0.01% | −2,727−27.6% | Reduced |
| Meridian Wealth Management, LLC | 7,244 | $639.6K | 0.02% | +1,450+25.0% | Added |
| Johnson Investment Counsel Inc | 7,263 | $641.3K | 0.01% | −61−0.8% | Reduced |
| Advisor OS, LLC | 7,274 | $642.2K | 0.05% | −2,407−24.9% | Reduced |
| Shelton Capital Management | 7,314 | $645.8K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 7,418 | $651.1K | 0.01% | −5,424−42.2% | Reduced |
| Smith, Moore & Co. | 7,385 | $652.0K | 0.05% | +145+2.0% | Added |
| Norden Group LLC | 7,396 | $653.0K | 0.06% | −739−9.1% | Reduced |
| Altshuler Shaham Ltd | 7,397 | $653.1K | 0.01% | +542+7.9% | Added |
| Avantax Planning Partners, Inc. | 7,407 | $653.9K | 0.02% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 8,876 | $655.2K | 0.05% | +8,876 | New |
| Capital Investment Advisors, LLC | 7,451 | $657.8K | 0.01% | +7,451 | New |
| Winton Group Ltd | 7,500 | $662.2K | 0.02% | −104,323−93.3% | Reduced |
| USA Financial Portformulas Corp | 7,511 | $663.1K | 0.12% | +7,511 | New |
| Integrated Wealth Concepts LLC | 7,514 | $663.4K | 0.01% | −44,162−85.5% | Reduced |
| West Paces Advisors Inc. | 7,532 | $665.0K | 0.13% | +38+0.5% | Added |
| Advisory Alpha, LLC | 7,534 | $665.2K | 0.02% | +18+0.2% | Added |
| Venturi Wealth Management, LLC | 7,602 | $671.2K | 0.03% | +261+3.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,625 | $673.3K | 0.08% | −51−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,687 | $674.1K | 0.01% | −71−0.9% | Reduced |
| Tiaa Trust, National Association | 7,658 | $676.1K | 0.00% | −94−1.2% | Reduced |
| Octavia Wealth Advisors, LLC | 7,702 | $682.8K | 0.07% | −132−1.7% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,799 | $688.6K | 0.41% | −217−2.7% | Reduced |
| Hartford Funds Management Co LLC | 7,808 | $689.5K | 0.06% | −52−0.7% | Reduced |
| Ellevest, Inc. | 7,813 | $689.8K | 0.10% | +304+4.0% | Added |
| Mesirow Financial Investment Management, Inc. | 7,848 | $693.0K | 0.01% | −739−8.6% | Reduced |
| Paradigm Financial Partners, LLC | 7,849 | $693.0K | 0.07% | −757−8.8% | Reduced |
| Vise Technologies, Inc. | 7,952 | $702.0K | 0.01% | +934+13.3% | Added |
| Axxcess Wealth Management, LLC | 7,991 | $705.5K | 0.01% | −4,944−38.2% | Reduced |
| Blueshift Asset Management, LLC | 7,991 | $705.5K | 0.20% | +353+4.6% | Added |
| Ignite Planners, LLC | 8,162 | $710.1K | 0.11% | −3,707−31.2% | Reduced |
| Crestwood Advisors Group LLC | 8,106 | $715.7K | 0.01% | +478+6.3% | Added |
| Strategic Investment Advisors | 8,117 | $716.7K | 0.06% | −142−1.7% | Reduced |
| Salem Investment Counselors Inc | 8,080 | $718.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8,229 | $726.5K | 0.01% | +214+2.7% | Added |
| Sompo Asset Management Co., Ltd. | 8,250 | $728.4K | 0.12% | +460+5.9% | Added |
| Atomi Financial Group, Inc. | 8,339 | $736.2K | 0.02% | +364+4.6% | Added |
| Quantitative Investment Management, LLC | 8,376 | $739.0K | 0.07% | +8,376 | New |
| Baker Tilly Wealth Management, LLC | 8,371 | $739.1K | 0.18% | −5,401−39.2% | Reduced |
| Signaturefd, LLC | 8,415 | $743.0K | 0.01% | +483+6.1% | Added |
| Grove Bank & Trust | 8,529 | $753.0K | 0.08% | −1,578−15.6% | Reduced |
| Mendel Money Management | 8,531 | $753.2K | 0.32% | 00.0% | Unchanged |
| Claro Advisors LLC | 8,532 | $753.3K | 0.10% | +8+0.1% | Added |
| Ofi Invest Asset Management | 8,597 | $759.0K | 0.01% | +8,597 | New |
| Kestra Private Wealth Services, LLC | 8,626 | $761.6K | 0.01% | −151−1.7% | Reduced |
| Quotient Wealth Partners, LLC | 8,704 | $768.5K | 0.02% | +4,278+96.7% | Added |
| Cohen Capital Management, Inc. | 8,800 | $777.0K | 0.12% | 00.0% | Unchanged |
| FIL Ltd | 8,826 | $779.2K | 0.00% | −532,658−98.4% | Reduced |
| Moneta Group Investment Advisors LLC | 8,850 | $781.4K | 0.01% | −1,937−18.0% | Reduced |
| Smartleaf Asset Management LLC | 8,780 | $782.3K | 0.03% | +895+11.4% | Added |
| Independent Advisor Alliance | 8,953 | $790.5K | 0.02% | +271+3.1% | Added |
| Silvia McColl Wealth Management, LLC | 9,045 | $798.6K | 0.53% | +124+1.4% | Added |
| Eventide Asset Management, LLC | 9,067 | $807.7K | 0.01% | +788+9.5% | Added |
| Siemens Fonds Invest GmbH | 9,093 | $810.1K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 9,321 | $823.0K | 0.01% | −20.0% | Reduced |
| Warren Averett Asset Management, LLC | 9,444 | $833.8K | 0.01% | +5,843+162.3% | Added |
| Procyon Private Wealth Partners, LLC | 9,509 | $839.5K | 0.04% | −48−0.5% | Reduced |
| Ipsen Advisor Group LLC | 9,518 | $840.3K | 0.60% | −204−2.1% | Reduced |
| Cohen Klingenstein LLC | 9,600 | $847.6K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,636 | $850.8K | 0.02% | −2,052−17.6% | Reduced |
| BKD Wealth Advisors, LLC | 9,727 | $858.8K | 0.02% | −61−0.6% | Reduced |
| Change Path, LLC | 9,767 | $862.3K | 0.02% | −2,128−17.9% | Reduced |
| Mirabella Financial Services LLP | 9,773 | $862.9K | 0.08% | +9,773 | New |
| Westmount Partners, LLC | 9,870 | $871.4K | 0.22% | 00.0% | Unchanged |
| Nomura Holdings Inc | 9,886 | $872.8K | 0.00% | −5,770−36.9% | Reduced |
| Savant Capital, LLC | 9,899 | $873.9K | 0.00% | −1,562−13.6% | Reduced |
| Larson Financial Group LLC | 9,912 | $875.2K | 0.03% | −296−2.9% | Reduced |
| West Wealth Group, LLC | 9,915 | $875.4K | 0.18% | −292−2.9% | Reduced |
| Krilogy Financial LLC | 10,145 | $879.6K | 0.03% | +37+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 10,022 | $884.8K | 0.03% | −206−2.0% | Reduced |
| Sumitomo Life Insurance Co | 10,052 | $887.5K | 0.02% | +43+0.4% | Added |
| Chicago Trust Co NA | 10,085 | $890.4K | 0.14% | 00.0% | Unchanged |
| Ami Asset Management Corp | 10,144 | $895.6K | 0.05% | −337−3.2% | Reduced |
| Letson Investment Management, Inc. | 10,200 | $900.6K | 0.33% | 00.0% | Unchanged |
| Greenleaf Trust | 10,207 | $901.2K | 0.01% | −103−1.0% | Reduced |
| Van Hulzen Asset Management, LLC | 10,210 | $901.4K | 0.07% | +204+2.0% | Added |
| Private Advisor Group, LLC | 10,370 | $915.5K | 0.00% | +228+2.2% | Added |
| Applied Finance Capital Management, LLC | 10,376 | $916.1K | 0.07% | −2,199−17.5% | Reduced |
| Resources Investment Advisors, LLC. | 10,384 | $916.8K | 0.01% | −374−3.5% | Reduced |
| Cornerstone Planning, LLC | 10,413 | $923.9K | 0.21% | +10,413 | New |
| Iams Wealth Management, LLC | 10,534 | $930.2K | 0.34% | +258+2.5% | Added |
| SRS Capital Advisors, Inc. | 10,601 | $936.0K | 0.03% | −15,785−59.8% | Reduced |
| Mosley Wealth Management | 10,079 | $941.0K | 0.43% | +10,079 | New |
| Cooper Financial Group | 10,746 | $948.7K | 0.10% | −226−2.1% | Reduced |
| HighPoint Advisor Group LLC | 10,804 | $953.8K | 0.02% | −2,159−16.7% | Reduced |
| Regions Financial Corp | 10,888 | $961.3K | 0.01% | −6,065−35.8% | Reduced |
| Parallel Advisors, LLC | 10,951 | $966.9K | 0.02% | −113−1.0% | Reduced |
| Fiduciary Trust Co | 10,979 | $969.3K | 0.01% | +123+1.1% | Added |
| Tema ETFs LLC | 11,022 | $973.1K | 0.08% | −32−0.3% | Reduced |
| Vontobel Holding Ltd. | 11,084 | $978.6K | 0.00% | +322+3.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 10,989 | $979.0K | 0.09% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 11,228 | $991.3K | 0.03% | −254−2.2% | Reduced |
| Farringdon Capital, Ltd. | 11,284 | $996.3K | 0.24% | +11,284 | New |
| Apollon Wealth Management, LLC | 11,478 | $1.01M | 0.02% | +817+7.7% | Added |
| Lester Murray Antman dba SimplyRich | 11,508 | $1.02M | 0.27% | −64−0.6% | Reduced |
| Volterra Technologies LP | 11,514 | $1.02M | 1.04% | +11,514 | New |