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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Capital Advisors, L.L.C. | 1,129,673 | $109.8M | 1.14% | −473,164−29.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,158,276 | $112.5M | 0.57% | −67,906−5.5% | Reduced |
| Nomura Asset Management International Inc. | 1,209,412 | $117.5M | 0.20% | −877,243−42.0% | Reduced |
| Empower Advisory Group, LLC | 1,221,072 | $118.7M | 0.31% | +36,887+3.1% | Added |
| Vanguard Asset Management, Ltd | 1,226,979 | $119.2M | 0.10% | +1,226,979 | New |
| Voss Capital, LLC | 1,255,000 | $121.9M | 6.97% | +1,255,000 | New |
| Rhumbline Advisers | 1,261,844 | $122.6M | 0.10% | +17,551+1.4% | Added |
| Citadel Advisors LLC | 1,264,633 | $122.9M | 0.09% | +395,879+45.6% | Added |
| HighTower Advisors, LLC | 1,304,989 | $126.8M | 0.13% | +20,019+1.6% | Added |
| Envestnet Asset Management Inc | 1,316,599 | $127.9M | 0.03% | +73,415+5.9% | Added |
| Energy Income Partners, LLC | 1,342,678 | $130.5M | 2.10% | +19,902+1.5% | Added |
| Marshall Wace, LLP | 1,358,767 | $132.0M | 0.14% | +1,276,336+1,548.4% | Added |
| Merewether Investment Management, LP | 1,412,788 | $137.3M | 2.66% | −134,344−8.7% | Reduced |
| Vanguard Global Advisers, LLC | 1,425,616 | $138.5M | 0.07% | +1,425,616 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,425,699 | $138.5M | 0.09% | −69,018−4.6% | Reduced |
| Royal Bank of Canada | 1,522,855 | $148.0M | 0.03% | +79,147+5.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,546,170 | $150.2M | 0.23% | −208,200−11.9% | Reduced |
| Neuberger Berman Group LLC | 1,551,868 | $150.9M | 0.11% | −906,917−36.9% | Reduced |
| Russell Investments Group, Ltd. | 1,563,584 | $151.9M | 0.16% | −372,454−19.2% | Reduced |
| Amundi | 1,588,184 | $154.3M | 0.04% | −76,925−4.6% | Reduced |
| Brookfield Asset Management Inc. | 1,610,550 | $156.5M | 0.21% | −312,974−16.3% | Reduced |
| Barclays PLC | 1,614,623 | $156.9M | 0.06% | +541,836+50.5% | Added |
| Principal Financial Group Inc | 1,632,683 | $158.6M | 0.08% | −55,601−3.3% | Reduced |
| Bank of Montreal | 1,662,356 | $161.5M | 0.07% | +822,721+98.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,709,381 | $166.1M | 0.11% | +118,683+7.5% | Added |
| Antipodes Partners Ltd | 1,722,592 | $167.4M | 3.22% | +121,007+7.6% | Added |
| Balyasny Asset Management LLC | 1,808,706 | $175.8M | 0.35% | +1,015,309+128.0% | Added |
| Swiss National Bank | 1,915,400 | $186.1M | 0.11% | +127,400+7.1% | Added |
| Reaves W H & Co Inc | 2,068,019 | $200.9M | 3.33% | −72,376−3.4% | Reduced |
| Duff & Phelps Investment Management Co | 2,086,667 | $202.8M | 2.11% | +480.0% | Added |
| Capital World Investors | 2,088,465 | $202.9M | 0.03% | +2,088,465 | New |
| Dimensional Fund Advisors LP | 2,096,382 | $203.7M | 0.04% | +52,107+2.5% | Added |
| Jennison Associates LLC | 2,112,069 | $205.2M | 0.14% | −44,287−2.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,183,861 | $212.2M | 0.52% | −119,511−5.2% | Reduced |
| Millennium Management LLC | 2,196,601 | $213.4M | 0.16% | −270,549−11.0% | Reduced |
| Bessemer Group Inc | 2,231,728 | $216.9M | 0.34% | +13,410+0.6% | Added |
| Wells Fargo & Company | 2,241,673 | $217.8M | 0.04% | +512,734+29.7% | Added |
| Magellan Asset Management Ltd | 2,258,369 | $219.4M | 2.85% | +91,519+4.2% | Added |
| DekaBank Deutsche Girozentrale | 2,332,884 | $230.5M | 0.38% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,436,960 | $236.8M | 0.14% | −46,513−1.9% | Reduced |
| Nuveen, LLC | 2,780,549 | $270.2M | 0.07% | −915,209−24.8% | Reduced |
| UBS Group AG | 2,957,557 | $287.4M | 0.05% | +87,579+3.1% | Added |
| National Pension Service | 3,006,032 | $292.1M | 0.22% | +179,033+6.3% | Added |
| Perpetual Ltd | 3,039,155 | $295.3M | 4.53% | −169,725−5.3% | Reduced |
| Cohen & Steers, Inc. | 3,319,062 | $322.5M | 0.56% | +60,988+1.9% | Added |
| Bahl & Gaynor Inc | 3,395,158 | $329.9M | 1.66% | −58,864−1.7% | Reduced |
| Vanguard Fiduciary Trust Co | 3,673,798 | $357.0M | 0.09% | +3,673,798 | New |
| Charles Schwab Investment Management Inc | 4,182,694 | $406.4M | 0.06% | +109,034+2.7% | Added |
| Pictet Asset Management Holding SA | 4,264,987 | $414.4M | 0.44% | +14,258+0.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,413,656 | $428.9M | 0.58% | +833,672+23.3% | Added |
| Goldman Sachs Group Inc | 4,568,060 | $443.9M | 0.06% | +78,182+1.7% | Added |
| Massachusetts Financial Services Co | 4,673,880 | $454.2M | 0.15% | +175,924+3.9% | Added |
| UBS Asset Management Americas Inc | 4,966,865 | $482.6M | 0.10% | −116,239−2.3% | Reduced |
| Bank of New York Mellon Corp | 5,045,825 | $490.3M | 0.09% | −12,925−0.3% | Reduced |
| Capital Research Global Investors | 5,286,599 | $513.6M | 0.08% | +4,486,599+560.8% | Added |
| Clearbridge Investments, LLC | 5,776,308 | $561.3M | 0.49% | −250,585−4.2% | Reduced |
| Legal & General Group Plc | 6,120,329 | $594.7M | 0.14% | −129,739−2.1% | Reduced |
| Northern Trust Corp | 6,614,733 | $642.8M | 0.08% | +5,646+0.1% | Added |
| Price T Rowe Associates Inc | 9,190,940 | $893.1M | 0.10% | −397,376−4.1% | Reduced |
| Deutsche Bank AG | 9,329,490 | $906.5M | 0.30% | +167,415+1.8% | Added |
| Franklin Resources Inc | 9,964,394 | $968.2M | 0.24% | +931,305+10.3% | Added |
| Bank of America Corp | 10,385,174 | $1.01B | 0.07% | +1,441,981+16.1% | Added |
| Invesco Ltd. | 10,565,095 | $1.03B | 0.10% | +274,016+2.7% | Added |
| Newport Trust Co | 11,229,015 | $1.09B | 2.68% | −486,935−4.2% | Reduced |
| Geode Capital Management, LLC | 14,687,957 | $1.42B | 0.09% | +389,112+2.7% | Added |
| JPMorgan Chase & Co | 17,947,904 | $1.73B | 0.12% | +5,784,381+47.6% | Added |
| FMR LLC | 18,565,102 | $1.80B | 0.10% | +320,195+1.8% | Added |
| Capital International Investors | 18,754,548 | $1.82B | 0.43% | −33,023,155−63.8% | Reduced |
| Morgan Stanley | 24,349,232 | $2.37B | 0.14% | +2,019,141+9.0% | Added |
| Vanguard Portfolio Management LLC | 28,017,688 | $2.72B | 0.14% | +28,017,688 | New |
| State Street Corp | 37,302,515 | $3.65B | 0.13% | +492,066+1.3% | Added |
| Vanguard Capital Management LLC | 42,406,476 | $4.12B | 0.10% | +42,406,476 | New |
| Wellington Management Group LLP | 46,135,422 | $4.48B | 0.84% | −508,103−1.1% | Reduced |
| BlackRock, Inc. | 59,911,827 | $5.82B | 0.10% | +2,428,188+4.2% | Added |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −188,347−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −147,176−100.0% | Sold out |
| Capital Innovations LLC | 0 | $0 | 0.00% | −116,533−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −97,063−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −86,656−100.0% | Sold out |
| Kepler Cheuvreux (Suisse) SA | 0 | $0 | 0.00% | −58,875−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −44,606−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −26,552−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −19,674−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,570−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −18,149−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −17,900−100.0% | Sold out |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −15,919−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −15,004−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,235−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −11,673−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −11,284−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −10,804−100.0% | Sold out |
| Cornerstone Planning, LLC | 0 | $0 | 0.00% | −10,413−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −9,773−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,376−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −7,511−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −7,385−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −6,867−100.0% | Sold out |