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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 7,397 | $653.1K | 0.01% | +542+7.9% | Added |
| Norden Group LLC | 7,396 | $653.0K | 0.06% | −739−9.1% | Reduced |
| Smith, Moore & Co. | 7,385 | $652.0K | 0.05% | +145+2.0% | Added |
| NorthRock Partners, LLC | 7,418 | $651.1K | 0.01% | −5,424−42.2% | Reduced |
| Shelton Capital Management | 7,314 | $645.8K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 7,274 | $642.2K | 0.05% | −2,407−24.9% | Reduced |
| Johnson Investment Counsel Inc | 7,263 | $641.3K | 0.01% | −61−0.8% | Reduced |
| Meridian Wealth Management, LLC | 7,244 | $639.6K | 0.02% | +1,450+25.0% | Added |
| Stephens Inc | 7,162 | $632.3K | 0.01% | −2,727−27.6% | Reduced |
| Byrne Asset Management LLC | 7,020 | $619.8K | 0.35% | – | – |
| CIBC Private Wealth Group, LLC | 7,009 | $618.8K | 0.00% | −412−5.6% | Reduced |
| Sagespring Wealth Partners, LLC | 7,001 | $618.1K | 0.01% | +229+3.4% | Added |
| Potomac Fund Management Inc | 6,980 | $616.2K | 0.02% | −112−1.6% | Reduced |
| Alaethes Wealth LLC | 6,926 | $616.0K | 0.17% | +6,926 | New |
| Nippon Life Global Investors Americas, Inc. | 6,920 | $614.4K | 0.03% | +970+16.3% | Added |
| Financial Management Professionals, Inc. | 6,902 | $613.8K | 0.06% | −10−0.1% | Reduced |
| Quest Investment Management LLC | 6,942 | $612.9K | 0.07% | −689−9.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,911 | $610.2K | 0.21% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 6,867 | $606.3K | 0.17% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,865 | $606.1K | 0.07% | −215−3.0% | Reduced |
| Savvy Advisors, Inc. | 6,864 | $606.0K | 0.02% | +253+3.8% | Added |
| Safeguard Investment Advisory Group, LLC | 6,858 | $605.6K | 0.15% | +18+0.3% | Added |
| Jacobi Capital Management LLC | 6,851 | $604.9K | 0.04% | −18−0.3% | Reduced |
| Mechanics Bank Trust Department | 6,795 | $599.9K | 0.08% | 00.0% | Unchanged |
| Indivisible Partners | 6,744 | $595.4K | 0.06% | +6,744 | New |
| Pensionmark Financial Group, LLC | 6,734 | $594.5K | 0.01% | +3,016+81.1% | Added |
| Virtu Financial LLC | 6,726 | $594.0K | 0.02% | +6,726 | New |
| LVM Capital Management Ltd | 6,677 | $590.0K | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 6,454 | $569.8K | 0.03% | −929−12.6% | Reduced |
| Sunbelt Securities, Inc. | 6,405 | $565.5K | 0.04% | −91−1.4% | Reduced |
| Wealthspire Advisors, LLC | 6,402 | $565.3K | 0.00% | +2,935+84.7% | Added |
| Cigna Investments Inc | 6,358 | $561.0K | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6,324 | $558.3K | 0.00% | +1,417+28.9% | Added |
| Greenline Partners, LLC | 6,284 | $554.8K | 0.06% | +150+2.4% | Added |
| Bedminster, LLC | 6,283 | $554.7K | 0.51% | +6,283 | New |
| Chicago Partners Investment Group LLC | 6,438 | $553.3K | 0.01% | +282+4.6% | Added |
| Demars Financial Group, LLC | 6,266 | $553.2K | 0.19% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 6,474 | $549.2K | 0.04% | −17−0.3% | Reduced |
| Blackstone Group Inc. | 6,200 | $547.4K | 0.00% | −971,741−99.4% | Reduced |
| Vinva Investment Management Ltd | 6,112 | $544.5K | 0.01% | +6,112 | New |
| Financial Perspectives, Inc | 6,158 | $543.7K | 0.15% | −138−2.2% | Reduced |
| Sepio Capital, LP | 6,155 | $543.4K | 0.03% | +181+3.0% | Added |
| Elm Partners Management LLC | 6,153 | $543.2K | 0.02% | −189−3.0% | Reduced |
| Diligent Investors, LLC | 6,127 | $541.0K | 0.13% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 6,080 | $536.8K | 0.02% | +85+1.4% | Added |
| GTS Securities LLC | 6,075 | $536.4K | 0.02% | −1,615−21.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 6,054 | $534.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,042 | $533.4K | 0.02% | +2,473+69.3% | Added |
| Searle & Co. | 6,000 | $529.7K | 0.14% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,980 | $528.0K | 0.02% | −104−1.7% | Reduced |
| Worldquant Millennium Advisors LLC | 5,966 | $526.7K | 0.00% | +5,966 | New |
| Global Retirement Partners, LLC | 5,872 | $518.4K | 0.01% | +2,655+82.5% | Added |
| Presima Inc. | 5,856 | $517.0K | 0.30% | +89+1.5% | Added |
| HCR Wealth Advisors | 5,848 | $516.3K | 0.05% | −300−4.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,814 | $513.3K | 0.01% | +1,286+28.4% | Added |
| MJP Associates Inc | 5,796 | $511.7K | 0.06% | −75−1.3% | Reduced |
| Rice Partnership, LLC | 5,651 | $498.9K | 0.07% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 5,628 | $497.0K | 0.04% | +85+1.5% | Added |
| Syntegra Private Wealth Group, LLC | 5,617 | $495.9K | 0.05% | +6+0.1% | Added |
| Cross Staff Investments Inc | 5,600 | $494.4K | 0.30% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 5,595 | $494.0K | 0.08% | −1,043−15.7% | Reduced |
| Pointe Capital Management LLC | 5,593 | $493.8K | 0.24% | −536−8.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,586 | $493.2K | 0.13% | +321+6.1% | Added |
| ELCO Management Co., LLC | 5,571 | $491.9K | 0.31% | −554−9.0% | Reduced |
| Valeo Financial Advisors, LLC | 5,558 | $490.7K | 0.01% | +203+3.8% | Added |
| Checchi Capital Advisers, LLC | 5,467 | $482.7K | 0.03% | +57+1.1% | Added |
| Cornerstone Wealth Management, LLC | 5,434 | $479.8K | 0.02% | +434+8.7% | Added |
| Syon Capital LLC | 5,428 | $479.3K | 0.02% | +262+5.1% | Added |
| Wealth Alliance | 5,426 | $479.1K | 0.05% | −289−5.1% | Reduced |
| Glenview Trust Co | 5,420 | $478.5K | 0.01% | −289−5.1% | Reduced |
| Portfolio Design Labs, LLC | 5,389 | $475.8K | 0.08% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 5,347 | $472.1K | 0.14% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 5,261 | $472.0K | 0.07% | +5,261 | New |
| Old Port Advisors | 5,339 | $471.4K | 0.12% | −123−2.3% | Reduced |
| Bauman Advisory Group, LLC | 5,319 | $469.6K | 0.38% | +5,319 | New |
| Cary Street Partners Financial LLC | 5,298 | $467.8K | 0.01% | +4,131+354.0% | Added |
| Diversified Trust Co | 5,287 | $466.8K | 0.01% | +56+1.1% | Added |
| Evergreen Capital Management LLC | 5,215 | $463.9K | 0.01% | −1,344−20.5% | Reduced |
| IHT Wealth Management, LLC | 5,243 | $462.9K | 0.01% | −90−1.7% | Reduced |
| Harbour Capital Advisors, LLC | 5,136 | $460.8K | 0.09% | −545−9.6% | Reduced |
| Rosenberg Matthew Hamilton | 5,191 | $458.3K | 0.09% | +116+2.3% | Added |
| Harbour Investments, Inc. | 5,166 | $456.1K | 0.01% | −98−1.9% | Reduced |
| Great Valley Advisor Group, Inc. | 5,159 | $455.5K | 0.01% | +3+0.1% | Added |
| Coppell Advisory Solutions LLC | 5,071 | $451.8K | 0.05% | −342−6.3% | Reduced |
| Lighthouse Financial Services Inc | 5,090 | $449.4K | 0.10% | +5,090 | New |
| Vance Wealth, Inc. | 5,050 | $449.1K | 0.13% | +8+0.2% | Added |
| Leonteq Securities AG | 4,998 | $441.3K | 0.02% | +1,352+37.1% | Added |
| AlphaCore Capital LLC | 4,993 | $440.9K | 0.01% | +3,900+356.8% | Added |
| Frank, Rimerman Advisors LLC | 4,984 | $440.0K | 0.03% | +19+0.4% | Added |
| Raiffeisen Bank International AG | 4,938 | $439.9K | 0.01% | −336−6.4% | Reduced |
| Mach-1 Financial Group, Inc. | 4,969 | $438.7K | 0.09% | +4,969 | New |
| First Foundation Advisors | 4,943 | $436.4K | 0.02% | +10.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,925 | $434.8K | 0.24% | +4,925 | New |
| AIMZ Investment Advisors, LLC | 4,910 | $433.5K | 0.12% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 4,870 | $429.9K | 0.18% | +7+0.1% | Added |
| Weatherly Asset Management L. P. | 4,799 | $426.6K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 4,820 | $425.6K | 0.00% | +4,820 | New |
| AA Financial Advisors, LLC | 4,801 | $423.9K | 0.08% | +215+4.7% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,742 | $421.8K | 0.14% | −92−1.9% | Reduced |
| Pallas Capital Advisors LLC | 4,776 | $421.7K | 0.01% | +106+2.3% | Added |