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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 1,213 institutions
Q1 2021: 811 institutionsQ2 2021: 819 institutionsQ3 2021: 803 institutionsQ4 2021: 887 institutionsQ1 2022: 954 institutionsQ2 2022: 958 institutionsQ3 2022: 962 institutionsQ4 2022: 1,006 institutionsQ1 2023: 984 institutionsQ2 2023: 992 institutionsQ3 2023: 984 institutionsQ4 2023: 1,040 institutionsQ1 2024: 1,044 institutionsQ2 2024: 1,040 institutionsQ3 2024: 1,105 institutionsQ4 2024: 1,205 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,123 institutionsQ3 2025: 1,152 institutionsQ4 2025: 1,213 institutionsQ1 2026: 1,274 institutionsQ2 2026: 1,288 institutions
Value heldQ4 2025: $53.4B
Q1 2021: $34.6BQ2 2021: $36.0BQ3 2021: $34.9BQ4 2021: $36.0BQ1 2022: $46.7BQ2 2022: $41.0BQ3 2022: $41.0BQ4 2022: $41.9BQ1 2023: $41.4BQ2 2023: $39.4BQ3 2023: $36.9BQ4 2023: $42.4BQ1 2024: $40.5BQ2 2024: $43.5BQ3 2024: $47.9BQ4 2024: $51.4BQ1 2025: $41.5BQ2 2025: $44.5BQ3 2025: $54.4BQ4 2025: $53.4BQ1 2026: $57.3BQ2 2026: $55.9B
Institutions holding SRE and their total value by quarter
QuarterHoldersValue
Q2 20261,288$55.9B
Q1 20261,274$57.3B
Q4 20251,213$53.4B
Q3 20251,152$54.4B
Q2 20251,123$44.5B
Q1 20251,148$41.5B
Q4 20241,205$51.4B
Q3 20241,105$47.9B
Q2 20241,040$43.5B
Q1 20241,044$40.5B
Q4 20231,040$42.4B
Q3 2023984$36.9B
Q2 2023992$39.4B
Q1 2023984$41.4B
Q4 20221,006$41.9B
Q3 2022962$41.0B
Q2 2022958$41.0B
Q1 2022954$46.7B
Q4 2021887$36.0B
Q3 2021803$34.9B
Q2 2021819$36.0B
Q1 2021811$34.6B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q3 2025.

Institutions holding SRE in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Inspire Advisors, LLC2,541$224.3K0.02%+167+7.0%Added
Roehl & Yi Investment Advisors, LLC2,511$221.7K0.09%+10+0.4%Added
Bailard, Inc.2,505$221.2K0.00%+268+12.0%Added
Twinbeech Capital LP2,491$219.9K0.02%+2,491New
Asset Advisory Group, Inc.2,488$219.7K0.11%+2,488New
Greenwich Wealth Management LLC2,481$219.0K0.01%00.0%Unchanged
J. Derek Lewis & Associates Inc.2,477$218.7K0.05%+2,477New
Retirement Planning Group2,472$218.3K0.01%+197+8.7%Added
Telos Capital Management, Inc.2,470$218.1K0.02%00.0%Unchanged
National Wealth Management Group, LLC2,470$218.1K0.08%+2,470New
Signature Estate & Investment Advisors LLC2,464$217.6K0.00%+26+1.1%Added
Thurston, Springer, Miller, Herd & Titak, Inc.2,457$216.9K0.08%+1,782+264.0%Added
Richardson Financial Services Inc.2,435$215.0K0.13%+62+2.6%Added
MONECO Advisors, LLC2,425$214.1K0.02%+16+0.7%Added
Sterling Investment Counsel, LLC2,424$212.6K0.06%+2,424New
Patton Fund Management, Inc.2,408$212.6K0.03%−540−18.3%Reduced
Arbor Wealth Advisors LLC2,406$212.4K0.15%00.0%Unchanged
Howard Wealth Management, LLC2,400$211.9K0.09%00.0%Unchanged
BSW Wealth Partners2,399$211.8K0.03%+2,399New
Montag A & Associates Inc2,375$211.2K0.01%+375+18.8%Added
KWB Wealth2,383$210.4K0.02%+2,383New
Lodestone Wealth Management LLC2,380$210.1K0.09%00.0%Unchanged
Insigneo Advisory Services, LLC2,376$209.8K0.02%−825−25.8%Reduced
Triad Wealth Partners, LLC2,374$209.6K0.02%+2,374New
Vision Capital Management, Inc.2,374$209.6K0.03%00.0%Unchanged
Mission Wealth Management, LP2,364$208.7K0.00%−422−15.1%Reduced
Harbor Investment Advisory, LLC2,333$206.0K0.02%+674+40.6%Added
Dixon Fnancial Services, Inc.2,332$205.9K0.09%00.0%Unchanged
First National Bank Sioux Falls2,320$204.8K0.06%00.0%Unchanged
Miracle Mile Advisors, LLC2,304$203.4K0.00%+2,304New
Avidian Wealth Solutions, LLC2,301$203.2K0.01%+9+0.4%Added
Custom Index Systems, LLC2,300$203.1K0.09%00.0%Unchanged
Prosperity Consulting Group, LLC2,295$202.6K0.01%−5,734−71.4%Reduced
Angeles Wealth Management, LLC2,279$202.5K0.01%+2,279New
Old National Bancorp2,286$201.8K0.00%00.0%Unchanged
Curated Wealth Partners LLC2,266$200.1K0.02%+2,266New
Basecamp Wealth Advisors LLC2,263$199.8K0.04%+2,263New
Bryn Mawr Trust Co2,205$194.7K0.00%00.0%Unchanged
TD Private Client Wealth LLC2,159$190.6K0.00%+107+5.2%Added
HM Payson & Co2,144$189.3K0.00%00.0%Unchanged
Ameriflex Group, Inc.2,030$179.2K0.09%−252−11.0%Reduced
Nemes Rush Group LLC2,021$178.4K0.02%+21+1.1%Added
IFP Advisors, Inc1,975$174.4K0.00%−17,454−89.8%Reduced
Caldwell Trust Co1,970$173.9K0.02%00.0%Unchanged
Ronald Blue Trust, Inc.1,930$170.4K0.00%−117−5.7%Reduced
Heritage Wealth Advisors1,902$167.9K0.01%−140−6.9%Reduced
McMillan Office, Inc.1,900$167.8K0.02%+1,900New
AdvisorNet Financial, Inc1,823$160.9K0.01%+66+3.8%Added
Onefund, LLC1,818$160.5K0.10%+110+6.4%Added
Cromwell Holdings LLC1,765$157.0K0.09%00.0%Unchanged
Washington Trust Advisors, Inc.1,730$152.7K0.01%−86−4.7%Reduced
Hughes Financial Services, LLC1,699$150.0K0.02%00.0%Unchanged
Sentry Investment Management LLC1,689$149.0K0.10%00.0%Unchanged
GHP Investment Advisors, Inc.1,678$148.2K0.01%00.0%Unchanged
Tompkins Financial Corp1,650$145.7K0.01%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC1,636$145.5K0.01%00.0%Unchanged
Pacifica Partners Inc.1,598$143.4K0.06%00.0%Unchanged
Parkside Financial Bank & Trust1,601$141.4K0.01%+65+4.2%Added
Rocky Mountain Advisers, LLC1,600$141.3K0.04%00.0%Unchanged
CVA Family Office, LLC1,597$141.0K0.02%+5+0.3%Added
Kimelman & Baird, LLC1,500$132.4K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.1,450$128.0K0.00%−1,396−49.1%Reduced
General Partner, Inc.1,450$128.0K0.07%00.0%Unchanged
North Star Investment Management Corp.1,440$127.1K0.01%+183+14.6%Added
Tidemark, LLC1,422$125.5K0.04%00.0%Unchanged
JDM Financial Group LLC1,400$123.6K0.05%00.0%Unchanged
Core Alternative Capital1,395$123.2K0.03%−22−1.6%Reduced
Federated Hermes, Inc.1,370$121.0K0.00%+47+3.6%Added
Quent Capital, LLC1,330$117.4K0.01%+158+13.5%Added
Roble, Belko & Company, Inc1,316$116.0K0.02%00.0%Unchanged
Hills Bank & Trust Co1,306$115.3K0.01%+1,306New
Keating Financial Advisory Services, Inc.1,280$113.0K0.02%+1,280New
New Millennium Group LLC1,275$112.6K0.05%00.0%Unchanged
Cherry Tree Wealth Management, LLC1,258$111.1K0.02%00.0%Unchanged
Pin Oak Investment Advisors Inc1,274$111.0K0.08%00.0%Unchanged
Capula Management Ltd1,251$110.5K0.00%+1,251New
Capital Analysts, LLC1,237$109.0K0.00%00.0%Unchanged
Corsicana & Co.1,218$107.5K0.06%00.0%Unchanged
Rossby Financial, LCC1,189$105.0K0.03%+100+9.2%Added
DT Investment Partners, LLC1,160$102.4K0.01%00.0%Unchanged
McIlrath & Eck, LLC1,129$99.7K0.01%+7+0.6%Added
American Capital Advisory, LLC1,127$99.5K0.04%+5+0.4%Added
Gleason Group, Inc.1,110$98.0K0.01%+8+0.7%Added
Hallmark Capital Management Inc1,084$95.7K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC1,032$91.8K0.02%00.0%Unchanged
Catalyst Capital Advisors LLC1,011$89.3K0.00%−727−41.8%Reduced
Tucker Asset Management LLC1,001$88.4K0.03%+1,001New
MCF Advisors LLC993$88.0K0.00%00.0%Unchanged
Quest Partners LLC982$86.7K0.00%−652−39.9%Reduced
Private Wealth Management Group, LLC981$86.6K0.02%00.0%Unchanged
Front Row Advisors LLC973$86.5K0.03%00.0%Unchanged
Trust Co of Vermont976$86.2K0.00%+360+58.4%Added
Deseret Mutual Benefit Administrators975$86.1K0.04%00.0%Unchanged
Clear Street Markets LLC970$85.6K0.02%−155−13.8%Reduced
ORG Partners LLC934$82.5K0.01%00.0%Unchanged
Creative Capital Management Investments LLC928$81.9K0.02%00.0%Unchanged
Optiver Holding B.V.920$81.2K0.00%+920New
Versant Capital Management, Inc918$81.0K0.01%+139+17.8%Added
1015 Capital Partners, LLC913$80.6K0.08%+913New
DV Equities, LLC908$80.2K0.01%+908New