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 |
|---|---|---|---|---|---|
| Zions Bancorporation, National Association | 12,681 | $1.12M | 0.05% | −2,475−16.3% | Reduced |
| Toroso Investments, LLC | 12,649 | $1.12M | 0.00% | +1,753+16.1% | Added |
| Kestra Advisory Services, LLC | 12,582 | $1.11M | 0.00% | +402+3.3% | Added |
| Quadrant Capital Group LLC | 12,563 | $1.11M | 0.03% | +3,694+41.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 12,420 | $1.10M | 0.14% | +12,420 | New |
| Allworth Financial LP | 12,411 | $1.10M | 0.00% | +1,645+15.3% | Added |
| Kornitzer Capital Management Inc | 12,200 | $1.08M | 0.02% | 00.0% | Unchanged |
| Ti-Trust, Inc | 12,040 | $1.06M | 0.66% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 11,871 | $1.05M | 0.21% | −12,200−50.7% | Reduced |
| Wedbush Securities Inc | 11,747 | $1.04M | 0.03% | +27+0.2% | Added |
| Park Avenue Securities LLC | 11,702 | $1.03M | 0.01% | −2,148−15.5% | Reduced |
| Friedenthal Financial | 11,673 | $1.03M | 0.53% | +11,673 | New |
| Principal Securities, Inc. | 11,629 | $1.03M | 0.02% | −305−2.6% | Reduced |
| Volterra Technologies LP | 11,514 | $1.02M | 1.04% | +11,514 | New |
| Lester Murray Antman dba SimplyRich | 11,508 | $1.02M | 0.27% | −64−0.6% | Reduced |
| Apollon Wealth Management, LLC | 11,478 | $1.01M | 0.02% | +817+7.7% | Added |
| Farringdon Capital, Ltd. | 11,284 | $996.3K | 0.24% | +11,284 | New |
| Alpha Cubed Investments, LLC | 11,228 | $991.3K | 0.03% | −254−2.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 10,989 | $979.0K | 0.09% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 11,084 | $978.6K | 0.00% | +322+3.0% | Added |
| Tema ETFs LLC | 11,022 | $973.1K | 0.08% | −32−0.3% | Reduced |
| Fiduciary Trust Co | 10,979 | $969.3K | 0.01% | +123+1.1% | Added |
| Parallel Advisors, LLC | 10,951 | $966.9K | 0.02% | −113−1.0% | Reduced |
| Regions Financial Corp | 10,888 | $961.3K | 0.01% | −6,065−35.8% | Reduced |
| HighPoint Advisor Group LLC | 10,804 | $953.8K | 0.02% | −2,159−16.7% | Reduced |
| Cooper Financial Group | 10,746 | $948.7K | 0.10% | −226−2.1% | Reduced |
| Mosley Wealth Management | 10,079 | $941.0K | 0.43% | +10,079 | New |
| SRS Capital Advisors, Inc. | 10,601 | $936.0K | 0.03% | −15,785−59.8% | Reduced |
| Iams Wealth Management, LLC | 10,534 | $930.2K | 0.34% | +258+2.5% | Added |
| Cornerstone Planning, LLC | 10,413 | $923.9K | 0.21% | +10,413 | New |
| Resources Investment Advisors, LLC. | 10,384 | $916.8K | 0.01% | −374−3.5% | Reduced |
| Applied Finance Capital Management, LLC | 10,376 | $916.1K | 0.07% | −2,199−17.5% | Reduced |
| Private Advisor Group, LLC | 10,370 | $915.5K | 0.00% | +228+2.2% | Added |
| Van Hulzen Asset Management, LLC | 10,210 | $901.4K | 0.07% | +204+2.0% | Added |
| Greenleaf Trust | 10,207 | $901.2K | 0.01% | −103−1.0% | Reduced |
| Letson Investment Management, Inc. | 10,200 | $900.6K | 0.33% | 00.0% | Unchanged |
| Ami Asset Management Corp | 10,144 | $895.6K | 0.05% | −337−3.2% | Reduced |
| Chicago Trust Co NA | 10,085 | $890.4K | 0.14% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 10,052 | $887.5K | 0.02% | +43+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 10,022 | $884.8K | 0.03% | −206−2.0% | Reduced |
| Krilogy Financial LLC | 10,145 | $879.6K | 0.03% | +37+0.4% | Added |
| West Wealth Group, LLC | 9,915 | $875.4K | 0.18% | −292−2.9% | Reduced |
| Larson Financial Group LLC | 9,912 | $875.2K | 0.03% | −296−2.9% | Reduced |
| Savant Capital, LLC | 9,899 | $873.9K | 0.00% | −1,562−13.6% | Reduced |
| Nomura Holdings Inc | 9,886 | $872.8K | 0.00% | −5,770−36.9% | Reduced |
| Westmount Partners, LLC | 9,870 | $871.4K | 0.22% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 9,773 | $862.9K | 0.08% | +9,773 | New |
| Change Path, LLC | 9,767 | $862.3K | 0.02% | −2,128−17.9% | Reduced |
| BKD Wealth Advisors, LLC | 9,727 | $858.8K | 0.02% | −61−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 9,636 | $850.8K | 0.02% | −2,052−17.6% | Reduced |
| Cohen Klingenstein LLC | 9,600 | $847.6K | 0.03% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 9,518 | $840.3K | 0.60% | −204−2.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,509 | $839.5K | 0.04% | −48−0.5% | Reduced |
| Warren Averett Asset Management, LLC | 9,444 | $833.8K | 0.01% | +5,843+162.3% | Added |
| Gradient Investments LLC | 9,321 | $823.0K | 0.01% | −20.0% | Reduced |
| Siemens Fonds Invest GmbH | 9,093 | $810.1K | 0.04% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 9,067 | $807.7K | 0.01% | +788+9.5% | Added |
| Silvia McColl Wealth Management, LLC | 9,045 | $798.6K | 0.53% | +124+1.4% | Added |
| Independent Advisor Alliance | 8,953 | $790.5K | 0.02% | +271+3.1% | Added |
| Smartleaf Asset Management LLC | 8,780 | $782.3K | 0.03% | +895+11.4% | Added |
| Moneta Group Investment Advisors LLC | 8,850 | $781.4K | 0.01% | −1,937−18.0% | Reduced |
| FIL Ltd | 8,826 | $779.2K | 0.00% | −532,658−98.4% | Reduced |
| Cohen Capital Management, Inc. | 8,800 | $777.0K | 0.12% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 8,704 | $768.5K | 0.02% | +4,278+96.7% | Added |
| Kestra Private Wealth Services, LLC | 8,626 | $761.6K | 0.01% | −151−1.7% | Reduced |
| Ofi Invest Asset Management | 8,597 | $759.0K | 0.01% | +8,597 | New |
| Claro Advisors LLC | 8,532 | $753.3K | 0.10% | +8+0.1% | Added |
| Mendel Money Management | 8,531 | $753.2K | 0.32% | 00.0% | Unchanged |
| Grove Bank & Trust | 8,529 | $753.0K | 0.08% | −1,578−15.6% | Reduced |
| Signaturefd, LLC | 8,415 | $743.0K | 0.01% | +483+6.1% | Added |
| Baker Tilly Wealth Management, LLC | 8,371 | $739.1K | 0.18% | −5,401−39.2% | Reduced |
| Quantitative Investment Management, LLC | 8,376 | $739.0K | 0.07% | +8,376 | New |
| Atomi Financial Group, Inc. | 8,339 | $736.2K | 0.02% | +364+4.6% | Added |
| Sompo Asset Management Co., Ltd. | 8,250 | $728.4K | 0.12% | +460+5.9% | Added |
| Clearstead Advisors, LLC | 8,229 | $726.5K | 0.01% | +214+2.7% | Added |
| Salem Investment Counselors Inc | 8,080 | $718.6K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Advisors | 8,117 | $716.7K | 0.06% | −142−1.7% | Reduced |
| Crestwood Advisors Group LLC | 8,106 | $715.7K | 0.01% | +478+6.3% | Added |
| Ignite Planners, LLC | 8,162 | $710.1K | 0.11% | −3,707−31.2% | Reduced |
| Blueshift Asset Management, LLC | 7,991 | $705.5K | 0.20% | +353+4.6% | Added |
| Axxcess Wealth Management, LLC | 7,991 | $705.5K | 0.01% | −4,944−38.2% | Reduced |
| Vise Technologies, Inc. | 7,952 | $702.0K | 0.01% | +934+13.3% | Added |
| Paradigm Financial Partners, LLC | 7,849 | $693.0K | 0.07% | −757−8.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 7,848 | $693.0K | 0.01% | −739−8.6% | Reduced |
| Ellevest, Inc. | 7,813 | $689.8K | 0.10% | +304+4.0% | Added |
| Hartford Funds Management Co LLC | 7,808 | $689.5K | 0.06% | −52−0.7% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,799 | $688.6K | 0.41% | −217−2.7% | Reduced |
| Octavia Wealth Advisors, LLC | 7,702 | $682.8K | 0.07% | −132−1.7% | Reduced |
| Tiaa Trust, National Association | 7,658 | $676.1K | 0.00% | −94−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,687 | $674.1K | 0.01% | −71−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,625 | $673.3K | 0.08% | −51−0.7% | Reduced |
| Venturi Wealth Management, LLC | 7,602 | $671.2K | 0.03% | +261+3.6% | Added |
| Advisory Alpha, LLC | 7,534 | $665.2K | 0.02% | +18+0.2% | Added |
| West Paces Advisors Inc. | 7,532 | $665.0K | 0.13% | +38+0.5% | Added |
| Integrated Wealth Concepts LLC | 7,514 | $663.4K | 0.01% | −44,162−85.5% | Reduced |
| USA Financial Portformulas Corp | 7,511 | $663.1K | 0.12% | +7,511 | New |
| Winton Group Ltd | 7,500 | $662.2K | 0.02% | −104,323−93.3% | Reduced |
| Capital Investment Advisors, LLC | 7,451 | $657.8K | 0.01% | +7,451 | New |
| Fideuram Asset Management (Ireland) dac | 8,876 | $655.2K | 0.05% | +8,876 | New |
| Avantax Planning Partners, Inc. | 7,407 | $653.9K | 0.02% | 00.0% | Unchanged |