Skip to main content

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
Meyer Handelman Co52,948$4.67M0.15%−1,102−2.0%Reduced
Independent Financial Group, LLC52,462$4.63M0.10%−210−0.4%Reduced
MUFG Securities EMEA plc51,779$4.57M0.05%+39,290+314.6%Added
Fred Alger Management, LLC51,163$4.55M0.02%−50−0.1%Reduced
Geneos Wealth Management Inc.51,424$4.54M0.11%−2,120−4.0%Reduced
Pacer Advisors, Inc.51,404$4.54M0.01%−3,630−6.6%Reduced
EP Wealth Advisors, LLC51,258$4.53M0.02%+51,258New
Mizuho Securities USA LLC47,524$4.50M0.07%+20.0%Added
Acadian Asset Management LLC49,109$4.33M0.01%+49,087+223,122.7%Added
Allstate Corp49,010$4.33M0.06%+25,812+111.3%Added
Financial Advisory Partners, LLC48,783$4.31M1.21%+203+0.4%Added
Colony Group, LLC48,296$4.27M0.00%+18,911+64.4%Added
Parcion Private Wealth LLC48,300$4.26M0.26%+198+0.4%Added
CCG Wealth Management, LLC47,954$4.23M1.81%+190.0%Added
Horizon Investments, LLC47,705$4.21M0.05%−13,387−21.9%Reduced
Kingsview Wealth Management, LLC47,053$4.15M0.06%+38+0.1%Added
Pure Financial Advisors, Inc.46,776$4.13M0.06%+10,584+29.2%Added
Brinker Capital Investments, LLC46,674$4.12M0.03%+9,577+25.8%Added
MML Investors Services, LLC46,219$4.08M0.01%+2,190+5.0%Added
D. E. Shaw & Co., Inc.45,439$4.01M0.00%+907+2.0%Added
Scotia Capital Inc.45,108$3.98M0.02%+45,108New
Glenmede Trust Co NA44,911$3.97M0.02%+44,911New
Dockside LLC44,606$3.94M1.01%+44,606New
Thompson Siegel & Walmsley LLC44,150$3.90M0.07%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.44,038$3.89M0.01%+3,503+8.6%Added
Two Sigma Investments, LP43,300$3.82M0.01%−194−0.4%Reduced
Norinchukin Bank, The42,965$3.79M0.04%+3,091+7.8%Added
Abn Amro Investment Solutions42,941$3.79M0.06%+42,941New
Hilltop Holdings Inc.42,456$3.75M0.23%+30,959+269.3%Added
Kentucky Retirement Systems40,984$3.62M0.10%00.0%Unchanged
Crossmark Global Holdings, Inc.40,961$3.62M0.05%+3,304+8.8%Added
Fifth Third Bancorp40,068$3.54M0.01%+522+1.3%Added
Prospera Financial Services Inc39,848$3.52M0.06%−495−1.2%Reduced
D.A. Davidson & Co.38,480$3.40M0.02%−1,298−3.3%Reduced
Nordea Investment Management AB38,161$3.39M0.00%+406+1.1%Added
Third View Private Wealth, LLC38,334$3.38M0.46%+38,334New
Vestmark Advisory Solutions, Inc.38,207$3.37M0.05%+18,657+95.4%Added
M&T Bank Corp37,817$3.34M0.01%+16,688+79.0%Added
Hartford Investment Management Co37,739$3.33M0.10%−462−1.2%Reduced
Wealthfront Advisers LLC37,422$3.30M0.01%+2,585+7.4%Added
Fideuram - Intesa Sanpaolo Private Banking S.P.A.37,251$3.29M0.12%+37,251New
Atria Investments LLC35,438$3.13M0.04%+884+2.6%Added
Jane Street Group, LLC35,218$3.11M0.00%+7,241+25.9%Added
Gulf International Bank (UK) Ltd35,009$3.09M0.10%+123+0.4%Added
Citizens Financial Group Inc34,970$3.09M0.04%+1,969+6.0%Added
Blair William & Co34,465$3.04M0.01%−2,028−5.6%Reduced
Allianz Asset Management GmbH34,349$3.03M0.00%+1,672+5.1%Added
CAPROCK Group, Inc.33,789$3.01M0.06%−1,264−3.6%Reduced
Oppenheimer & Co Inc33,737$2.98M0.04%−1,467−4.2%Reduced
Louisiana State Employees Retirement System33,300$2.94M0.05%−900−2.6%Reduced
Keybank National Association33,198$2.93M0.01%+617+1.9%Added
Westwood Holdings Group Inc.32,691$2.89M0.02%+32,691New
Profund Advisors LLC32,395$2.86M0.09%−1,712−5.0%Reduced
NewEdge Wealth, LLC32,332$2.85M0.03%+3,938+13.9%Added
FRG Family Wealth Advisors LLC32,116$2.84M0.44%00.0%Unchanged
MidFirst Bank31,441$2.78M0.22%+31,441New
Thrivent Financial for Lutherans31,288$2.77M0.00%−1,120−3.5%Reduced
Dai-Ichi Life Insurance Company, Ltd30,888$2.73M0.07%00.0%Unchanged
New Mexico Educational Retirement Board30,482$2.69M0.08%+1,000+3.4%Added
Robeco Institutional Asset Management B.V.30,316$2.68M0.00%+650+2.2%Added
Mitchell & Pahl Private Wealth, LLC30,200$2.67M1.11%−227−0.7%Reduced
BI Asset Management Fondsmaeglerselskab A/S29,485$2.60M0.02%+3,022+11.4%Added
AG2R la Mondiale Gestion D'Actifs29,351$2.59M0.11%+1,724+6.2%Added
A. D. Beadell Investment Counsel, Inc.29,175$2.58M1.67%00.0%Unchanged
Ar Asset Management Inc29,000$2.56M0.52%00.0%Unchanged
Community Bank, N.A.28,246$2.49M0.29%+1,500+5.6%Added
CWM, LLC27,842$2.46M0.01%−937−3.3%Reduced
Hennion & Walsh Asset Management, Inc.27,542$2.43M0.08%−6,363−18.8%Reduced
Benjamin Edwards Inc27,505$2.43M0.03%−1,874−6.4%Reduced
XTX Topco Ltd27,267$2.41M0.06%+27,267New
Premier Fund Managers Ltd27,000$2.41M0.14%+11,000+68.8%Added
Peak Financial Advisors LLC26,552$2.34M1.05%+17,400+190.1%Added
Advisory Services Network, LLC26,337$2.33M0.03%+537+2.1%Added
GWM Advisors LLC26,336$2.33M0.01%+4,912+22.9%Added
Lazard Asset Management LLC26,260$2.32M0.00%+1,054+4.2%Added
Concurrent Investment Advisors, LLC25,985$2.29M0.03%+4,532+21.1%Added
Healthcare of Ontario Pension Plan Trust Fund25,801$2.28M0.00%−28−0.1%Reduced
Evoke Wealth, LLC25,515$2.27M0.04%−224−0.9%Reduced
Independent Solutions Wealth Management, LLC25,198$2.22M0.41%−1,201−4.5%Reduced
Texas Yale Capital Corp.25,166$2.22M0.07%00.0%Unchanged
Panagora Asset Management Inc25,152$2.22M0.01%+21,076+517.1%Added
Catalyst Funds Management Pty Ltd25,100$2.22M0.51%+25,100New
Skandinaviska Enskilda Banken AB (publ)24,750$2.19M0.01%00.0%Unchanged
Icon Wealth Advisors, LLC24,642$2.18M0.14%+83+0.3%Added
Cullen Capital Management LLC24,450$2.16M0.02%−4,691−16.1%Reduced
Lazari Capital Management, Inc.24,300$2.15M0.72%+20.0%Added
Vident Advisory, LLC24,055$2.12M0.02%+954+4.1%Added
Founders Financial Securities LLC24,021$2.12M0.12%−13,634−36.2%Reduced
EFG International AG23,909$2.11M0.04%+23,909New
Himension Fund23,842$2.11M0.13%+1,224+5.4%Added
J. Safra Sarasin Holding AG23,660$2.09M0.03%+2,323+10.9%Added
Callan Family Office, LLC23,461$2.07M0.04%+14,664+166.7%Added
Perigon Wealth Management, LLC23,372$2.06M0.04%+169+0.7%Added
Commerzbank Aktiengesellschaft23,249$2.05M0.04%00.0%Unchanged
Advisor Resource Council23,564$2.03M0.72%+23,564New
Gotham Asset Management, LLC22,950$2.03M0.01%+1,989+9.5%Added
Jeppson Wealth Management, LLC22,770$2.01M0.64%−100−0.4%Reduced
Everence Capital Management Inc22,746$2.01M0.12%00.0%Unchanged
Fulcrum Asset Management LLP22,529$2.01M0.56%−667−2.9%Reduced
Tokio Marine Asset Management Co Ltd22,633$2.00M0.07%+990+4.6%Added