Skip to main content
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, Q1 2026

Institutional positions in Sempra as of Mar 31, 2026. 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
1,274
+79 vs. Q4 2025
Shares held
589.5M
+72.8M (+14.1%) vs. Q4 2025
Total value
$57.3B
+$11.7B (+25.6%) vs. Q4 2025
New holders
167
503 more added
Sold out
88
393 more reduced

18 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 1,274 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 heldQ1 2026: $57.3B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q4 2025.

Institutions holding SRE in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc1$970.00%−265−99.6%Reduced
3 Factor Indexing, LLC2$1950.00%+2New
E Fund Management (Hong Kong) Co., Ltd.4$3890.00%00.0%Unchanged
Curio Wealth, LLC4$3890.00%+4New
SOA Wealth Advisors, LLC.4$4340.00%−191−97.9%Reduced
Strategic Investment Solutions, Inc.5$4860.00%−70−93.3%Reduced
Redwood Park Advisors LLC5$4860.00%−7−58.3%Reduced
Stone House Investment Management, LLC5$4860.00%00.0%Unchanged
Trust Co of Toledo NA5$4860.00%+5New
Nvest Wealth Strategies, Inc.5$4860.00%+5New
Chelsea Counsel Co5$4900.00%00.0%Unchanged
Breakwater Investment Management6$5840.00%00.0%Unchanged
Davis Capital Management7$6800.00%00.0%Unchanged
IMA Wealth, Inc.7$6840.00%00.0%Unchanged
Seneschal Advisors, LLC8$7780.00%+2+33.3%Added
TopTier Wealth Management, LLC9$8750.00%+9New
Triumph Capital Management9$8780.00%+9New
Rakuten Securities, Inc.10$9720.00%+6+150.0%Added
Phillip James Consulting Co.15$1.00K0.00%+15New
HFM Investment Advisors, LLC11$1.07K0.00%−52−82.5%Reduced
Portus Wealth Advisors, LLC15$1.46K0.00%+15New
Intentional Wealth Strategies, LLC15$1.46K0.00%+15New
Johnson Financial Group, Inc.15$1.47K0.00%−25−62.5%Reduced
TD Capital Management LLC16$1.52K0.00%00.0%Unchanged
Albion Financial Group17$1.65K0.00%00.0%Unchanged
NVWM, LLC20$1.94K0.00%−5−20.0%Reduced
Mascoma Wealth Management LLC21$2.04K0.00%+5+31.3%Added
Key Capital Management, INC21$2.04K0.00%+21New
Sunrise Financial Services, LLC22$2.14K0.00%00.0%Unchanged
Arlington Trust Co LLC23$2.23K0.00%+23New
Steigerwald, Gordon & Koch Inc.26$2.53K0.00%−50−65.8%Reduced
Burk Holdings LLC26$2.53K0.00%+26New
Ankerstar Wealth, LLC26$2.54K0.00%00.0%Unchanged
Networth Advisors, LLC27$2.62K0.00%+21+350.0%Added
WestEnd Advisors, LLC28$2.72K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC30$2.92K0.00%+30New
Strategic Wealth Partners, Ltd.30$2.95K0.00%+2+7.1%Added
Rialto Wealth Management, LLC32$3.11K0.00%+7+28.0%Added
Fairman Group, LLC32$3.13K0.00%00.0%Unchanged
Truvestments Capital LLC33$3.21K0.00%−3−8.3%Reduced
Evolution Wealth Management Inc.34$3.30K0.00%+34New
Financial Consulate, Inc35$3.40K0.00%+23+191.7%Added
United Financial Planning Group LLC36$3.50K0.00%−21−36.8%Reduced
Teachers Insurance & Annuity Association of America36$3.50K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC37$3.60K0.00%+7+23.3%Added
Atlas Capital Advisors LLC37$3.60K0.00%+23+164.3%Added
First Horizon Corp38$3.69K0.00%+10+35.7%Added
Ancora Advisors, LLC40$3.89K0.00%00.0%Unchanged
Valley National Advisers Inc48$4.00K0.00%+29+152.6%Added
Clark Wealth Partners41$4.01K0.00%+8+24.2%Added
Vermillion Wealth Management, Inc.45$4.37K0.00%+45New
South State Corp.47$4.57K0.00%−40−46.0%Reduced
Old Point Trust & Financial Services N A50$4.86K0.00%00.0%Unchanged
Penserra Capital Management LLC54$5.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC51$5.03K0.00%00.0%Unchanged
Global Wealth Strategies & Associates52$5.05K0.00%00.0%Unchanged
Signature Equity Partners, LLC52$5.06K0.00%00.0%Unchanged
TFC Financial Management55$5.34K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC56$5.44K0.00%−1,202−95.5%Reduced
Peterson Wealth Management57$5.51K0.00%+57New
Caldwell Sutter Capital, Inc.59$5.73K0.00%00.0%Unchanged
Bare Financial Services, Inc59$5.73K0.00%+29+96.7%Added
First Pacific Financial60$5.81K0.00%+6+11.1%Added
Dunhill Financial, LLC60$5.89K0.00%00.0%Unchanged
Estabrook Capital Management64$6.22K0.00%00.0%Unchanged
Creative Financial Designs Inc72$7.00K0.00%00.0%Unchanged
Orion Capital Management LLC72$7.00K0.00%00.0%Unchanged
Scarborough Advisors, LLC72$7.00K0.00%+72New
Roxbury Financial LLC74$7.17K0.01%00.0%Unchanged
SJS Investment Consulting Inc.78$7.58K0.00%+36+85.7%Added
Bay Harbor Wealth Management, LLC79$7.68K0.00%+26+49.1%Added
J.Safra Asset Management Corp80$7.77K0.00%00.0%Unchanged
Aventura Private Wealth, LLC80$7.77K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC80$7.77K0.00%00.0%Unchanged
Synergy Investment Management, LLC80$7.78K0.00%+80New
Aspect Partners, LLC81$7.87K0.00%+4+5.2%Added
ZRC Wealth Management, LLC89$8.65K0.00%00.0%Unchanged
IMG Wealth Management, Inc.93$9.04K0.01%−35−27.3%Reduced
Duncker Streett & Co Inc93$9.04K0.00%−15−13.9%Reduced
Legacy Wealth Managment, LLC93$9.04K0.00%−8−7.9%Reduced
Sachetta, LLC96$9.32K0.01%+7+7.9%Added
Hartford Financial Management Inc.99$9.62K0.00%−3−2.9%Reduced
Cornerstone Financial Management LLC99$9.62K0.01%+4+4.2%Added
McGuire Capital Advisors Inc99$9.62K0.01%+13+15.1%Added
MTM Investment Management, LLC100$9.72K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$9.72K0.00%00.0%Unchanged
Kilter Group LLC100$9.72K0.00%+3+3.1%Added
Clayton Financial Group LLC101$9.81K0.01%00.0%Unchanged
JNBA Financial Advisors102$9.91K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.102$9.91K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC107$10.4K0.00%+107New
Clear Street Markets LLC107$10.4K0.01%−863−89.0%Reduced
Addison Advisors LLC109$10.6K0.00%00.0%Unchanged
Abound Wealth Management109$10.6K0.00%+39+55.7%Added
Marquette Asset Management, LLC111$10.8K0.00%+111New
Avion Wealth114$11.0K0.00%+20+21.3%Added
NBT Bank N A114$11.1K0.00%+26+29.5%Added
Raffa Wealth Management, LLC114$11.1K0.00%+22+23.9%Added
Millstone Evans Group, LLC120$11.7K0.01%00.0%Unchanged
Webster Bank, N. A.128$12.4K0.00%−587−82.1%Reduced