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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
Bell Investment Advisors, Inc146$12.9K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.140$12.4K0.00%00.0%Unchanged
Howard Hughes Medical Institute140$12.4K0.01%00.0%Unchanged
CGC Financial Services, LLC138$12.2K0.00%00.0%Unchanged
Estate Planners Group, LLC138$12.2K0.01%+138New
Osbon Capital Management LLC138$12.2K0.01%+138New
Glen Eagle Advisors, LLC134$11.9K0.00%00.0%Unchanged
UMA Financial Services, Inc.131$11.6K0.00%−67−33.8%Reduced
St Germain D J Co Inc130$11.5K0.00%00.0%Unchanged
IMG Wealth Management, Inc.128$11.3K0.01%+58+82.9%Added
Millstone Evans Group, LLC120$10.6K0.01%00.0%Unchanged
SHP Wealth Management112$9.91K0.00%+112New
West Branch Capital LLC110$9.71K0.00%00.0%Unchanged
Addison Advisors LLC109$9.63K0.00%+28+34.6%Added
Duncker Streett & Co Inc108$9.54K0.00%00.0%Unchanged
Hollencrest Capital Management108$9.54K0.00%00.0%Unchanged
Hartford Financial Management Inc.102$9.01K0.00%−5−4.7%Reduced
DiNuzzo Private Wealth, Inc.102$9.01K0.00%00.0%Unchanged
JNBA Financial Advisors102$9.01K0.00%+24+30.8%Added
Birchbrook, Inc.102$9.01K0.00%+102New
Legacy Wealth Managment, LLC101$8.92K0.00%+54+114.9%Added
Clayton Financial Group LLC101$8.92K0.00%+101New
Wilkerson Advisory Group LLC101$8.92K0.00%+101New
NBT Bank N A88$8.83K0.00%−2−2.2%Reduced
MTM Investment Management, LLC100$8.83K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$8.83K0.00%00.0%Unchanged
Kilter Group LLC97$8.56K0.00%+15+18.3%Added
Cornerstone Financial Management LLC95$8.39K0.01%+95New
Raffa Wealth Management, LLC92$8.12K0.00%−154−62.6%Reduced
TCTC Holdings, LLC92$8.12K0.00%00.0%Unchanged
Maseco LLP91$8.03K0.00%+91New
Avion Wealth94$8.00K0.00%−7−6.9%Reduced
Sachetta, LLC89$7.86K0.00%00.0%Unchanged
ZRC Wealth Management, LLC89$7.86K0.00%+72+423.5%Added
South State Corp.87$7.68K0.00%+15+20.8%Added
McGuire Capital Advisors Inc86$7.59K0.00%+86New
Fortitude Family Office, LLC85$7.50K0.00%−14−14.1%Reduced
Aventura Private Wealth, LLC80$7.06K0.00%−72−47.4%Reduced
J.Safra Asset Management Corp80$7.06K0.00%+80New
Hilton Head Capital Partners, LLC80$7.06K0.00%+80New
Aspect Partners, LLC77$6.80K0.00%+9+13.2%Added
HighMark Wealth Management LLC76$6.71K0.00%+29+61.7%Added
Steigerwald, Gordon & Koch Inc.76$6.71K0.00%+76New
Strategic Investment Solutions, Inc.75$6.62K0.00%00.0%Unchanged
Roxbury Financial LLC74$6.51K0.01%00.0%Unchanged
Quest 10 Wealth Builders, Inc.74$6.51K0.01%00.0%Unchanged
Orion Capital Management LLC72$6.36K0.00%−800−91.7%Reduced
Creative Financial Designs Inc72$6.36K0.00%00.0%Unchanged
Abound Wealth Management70$6.19K0.00%00.0%Unchanged
Westfuller Advisors, LLC68$6.13K0.00%+68New
Quattro Advisors LLC69$6.12K0.00%+69New
Estabrook Capital Management64$5.65K0.00%00.0%Unchanged
HFM Investment Advisors, LLC63$5.56K0.00%+54+600.0%Added
Dunhill Financial, LLC60$5.28K0.00%+8+15.4%Added
Caldwell Sutter Capital, Inc.59$5.21K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.59$5.21K0.00%+59New
Winnow Wealth LLC58$5.16K0.00%+20+52.6%Added
United Financial Planning Group LLC57$5.03K0.00%+57New
TFC Financial Management55$4.86K0.00%00.0%Unchanged
First Pacific Financial54$4.80K0.00%−5−8.5%Reduced
Bay Harbor Wealth Management, LLC53$4.71K0.00%+19+55.9%Added
Signature Equity Partners, LLC52$4.58K0.00%+52New
Kayne Anderson Rudnick Investment Management LLC51$4.57K0.00%+2+4.1%Added
Global Wealth Strategies & Associates52$4.56K0.00%+1+2.0%Added
Wealth Preservation Advisors, LLC51$4.50K0.00%00.0%Unchanged
Godsey & Gibb Associates50$4.42K0.00%+50New
Old Point Trust & Financial Services N A50$4.42K0.00%+50New
Penserra Capital Management LLC54$4.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.42$3.71K0.00%+23+121.1%Added
Johnson Financial Group, Inc.40$3.54K0.00%+8+25.0%Added
American National Bank40$3.53K0.00%+40New
Ancora Advisors, LLC40$3.53K0.00%+40New
Reyes Financial Architecture, Inc.39$3.44K0.00%+39New
True Wealth Design, LLC37$3.27K0.00%−5−11.9%Reduced
Teachers Insurance & Annuity Association of America36$3.18K0.00%00.0%Unchanged
Truvestments Capital LLC36$3.16K0.00%+3+9.1%Added
Clark Wealth Partners33$2.91K0.00%00.0%Unchanged
Fairman Group, LLC32$2.85K0.00%+32New
Principia Wealth Advisory, LLC30$2.65K0.00%+3+11.1%Added
Bare Financial Services, Inc30$2.65K0.00%+15+100.0%Added
First Horizon Corp28$2.47K0.00%−133−82.6%Reduced
WestEnd Advisors, LLC28$2.47K0.00%−1−3.4%Reduced
Strategic Wealth Partners, Ltd.28$2.47K0.00%00.0%Unchanged
Ankerstar Wealth, LLC26$2.31K0.00%+26New
Rialto Wealth Management, LLC25$2.21K0.00%+2+8.7%Added
NVWM, LLC25$2.21K0.00%+5+25.0%Added
Gunpowder Capital Management, LLC dba Oliver Wealth Management22$1.94K0.00%+22New
Sunrise Financial Services, LLC22$1.94K0.00%+22New
Optima Capital LLC20$1.77K0.00%+20New
Wealth Watch Advisors, INC20$1.77K0.00%00.0%Unchanged
Albion Financial Group17$1.50K0.00%00.0%Unchanged
Mascoma Wealth Management LLC16$1.41K0.00%+16New
TD Capital Management LLC16$1.37K0.00%+1+6.7%Added
Bullock Wealth Management Group14$1.24K0.00%00.0%Unchanged
Atlas Capital Advisors LLC14$1.24K0.00%+14New
Financial Consulate, Inc12$1.06K0.00%00.0%Unchanged
Redwood Park Advisors LLC12$1.06K0.00%00.0%Unchanged
Valley National Advisers Inc19$1.00K0.00%+19New
Three Bearings Fiduciary Advisors, Inc.10$8710.00%+10New
IMA Wealth, Inc.7$6220.00%00.0%Unchanged