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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 892 | $78.8K | 0.00% | −40−4.3% | Reduced |
| International Assets Investment Management, LLC | 878 | $77.5K | 0.01% | −2,766−75.9% | Reduced |
| Park Place Capital Corp | 856 | $75.6K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 819 | $72.3K | 0.00% | −315−27.8% | Reduced |
| Asset Dedication, LLC | 818 | $72.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 797 | $70.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 800 | $69.7K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 789 | $69.7K | 0.03% | +198+33.5% | Added |
| Archer Investment Corp | 779 | $68.8K | 0.02% | +4+0.5% | Added |
| Banque de Luxembourg S.A. | 778 | $68.7K | 0.03% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 761 | $67.8K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 733 | $64.7K | 0.09% | +28+4.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 717 | $63.3K | 0.01% | +717 | New |
| Webster Bank, N. A. | 715 | $63.1K | 0.01% | −126−15.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 712 | $63.0K | 0.00% | +34+5.0% | Added |
| Smithfield Trust Co | 712 | $63.0K | 0.00% | +32+4.7% | Added |
| Manchester Capital Management LLC | 709 | $62.6K | 0.01% | −10−1.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 680 | $60.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 670 | $59.2K | 0.02% | −500−42.7% | Reduced |
| Barrett & Company, Inc. | 668 | $59.0K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 652 | $57.6K | 0.02% | +4+0.6% | Added |
| SBI Securities Co., Ltd. | 630 | $55.6K | 0.00% | −83−11.6% | Reduced |
| Flagship Harbor Advisors, LLC | 624 | $55.1K | 0.00% | +624 | New |
| CoreCap Advisors, LLC | 622 | $54.9K | 0.00% | +341+121.4% | Added |
| Coston, McIsaac & Partners | 615 | $54.0K | 0.01% | −29−4.5% | Reduced |
| Horrell Capital Management, Inc. | 600 | $53.0K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 600 | $53.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 559 | $49.3K | 0.01% | −100−15.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 553 | $48.8K | 0.01% | 00.0% | Unchanged |
| Bayban | 533 | $47.1K | 0.04% | +533 | New |
| Pacific Center for Financial Services | 520 | $46.8K | 0.01% | 00.0% | Unchanged |
| Navalign, LLC | 494 | $43.6K | 0.01% | +494 | New |
| Motco | 491 | $43.4K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 474 | $41.8K | 0.00% | +74+18.5% | Added |
| Bruce G. Allen Investments, LLC | 466 | $41.1K | 0.03% | −171−26.8% | Reduced |
| Dogwood Wealth Management LLC | 461 | $40.7K | 0.02% | +7+1.5% | Added |
| Vision Retirement, LLC | 458 | $40.4K | 0.01% | +458 | New |
| Financial Connections Group, Inc. | 458 | $40.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 445 | $39.3K | 0.00% | −20−4.3% | Reduced |
| Capital Advisors, Ltd. LLC | 420 | $37.0K | 0.00% | +50+13.5% | Added |
| Westside Investment Management, Inc. | 402 | $36.1K | 0.01% | −100−19.9% | Reduced |
| Salomon & Ludwin, LLC | 406 | $35.5K | 0.00% | +191+88.8% | Added |
| Country Trust Bank | 402 | $35.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 400 | $35.3K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $35.3K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 400 | $35.3K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 400 | $35.3K | 0.03% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 400 | $35.3K | 0.03% | +400 | New |
| Covestor Ltd | 394 | $35.0K | 0.02% | −7−1.7% | Reduced |
| GW&K Investment Management, LLC | 392 | $35.0K | 0.00% | +10+2.6% | Added |
| Essex Investment Management Co LLC | 390 | $34.4K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 388 | $34.3K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 387 | $34.2K | 0.02% | +113+41.2% | Added |
| Key Financial Inc | 361 | $31.9K | 0.01% | +153+73.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 355 | $31.6K | 0.01% | +161+83.0% | Added |
| Ogorek Anthony Joseph | 361 | $31.0K | 0.01% | −36−9.1% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 347 | $31.0K | 0.00% | +127+57.7% | Added |
| Bogart Wealth, LLC | 333 | $29.4K | 0.00% | +58+21.1% | Added |
| Bangor Savings Bank | 332 | $29.3K | 0.00% | +34+11.4% | Added |
| Princeton Global Asset Management LLC | 316 | $27.9K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 304 | $26.8K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 300 | $26.5K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 300 | $26.5K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 300 | $26.5K | 0.03% | +300 | New |
| Private Wealth Asset Management, LLC | 294 | $26.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 287 | $25.3K | 0.01% | +11+4.0% | Added |
| Spire Wealth Management | 282 | $24.9K | 0.00% | −242−46.2% | Reduced |
| Meeder Asset Management Inc | 266 | $23.5K | 0.00% | −16−5.7% | Reduced |
| Kemnay Advisory Services Inc. | 260 | $23.0K | 0.00% | +260 | New |
| High Note Wealth, LLC | 255 | $22.5K | 0.00% | −7−2.7% | Reduced |
| Blueline Advisors LLC | 250 | $22.1K | 0.02% | +250 | New |
| Ball & Co Wealth Management Inc. | 242 | $21.0K | 0.01% | +2+0.8% | Added |
| JFS Wealth Advisors, LLC | 237 | $21.0K | 0.00% | +63+36.2% | Added |
| Evermay Wealth Management LLC | 229 | $20.4K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 226 | $20.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 222 | $19.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 220 | $19.4K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 216 | $19.2K | 0.00% | −83−27.8% | Reduced |
| Acumen Wealth Advisors, LLC | 214 | $19.1K | 0.01% | +214 | New |
| Riverview Trust Co | 210 | $18.5K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 208 | $18.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 205 | $18.1K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 204 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $17.7K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $17.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 195 | $17.3K | 0.00% | −229−54.0% | Reduced |
| Quaker Wealth Management, LLC | 195 | $17.2K | 0.01% | +1+0.5% | Added |
| Collier Financial | 184 | $16.3K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 182 | $16.1K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 172 | $15.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 171 | $15.1K | 0.00% | +171 | New |
| Cape Investment Advisory, Inc. | 167 | $14.7K | 0.00% | +146+695.2% | Added |
| Transamerica Financial Advisors, Inc. | 165 | $14.7K | 0.00% | −53−24.3% | Reduced |
| Highline Wealth Partners LLC | 167 | $14.7K | 0.00% | +1+0.6% | Added |
| Activest Wealth Management | 164 | $14.5K | 0.00% | −227−58.1% | Reduced |
| 1620 Investment Advisors, Inc. | 156 | $13.8K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 154 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 153 | $13.5K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 150 | $13.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 149 | $13.2K | 0.00% | 00.0% | Unchanged |