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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 130 | $12.6K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 130 | $12.6K | 0.00% | +130 | New |
| Westfuller Advisors, LLC | 130 | $12.7K | 0.01% | +62+91.2% | Added |
| UMA Financial Services, Inc. | 131 | $12.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 135 | $13.1K | 0.00% | +1+0.7% | Added |
| Acumen Wealth Advisors, LLC | 136 | $13.3K | 0.00% | −78−36.4% | Reduced |
| CGC Financial Services, LLC | 138 | $13.4K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 139 | $13.5K | 0.01% | +1+0.7% | Added |
| Insight Financial Services | 140 | $13.6K | 0.01% | +140 | New |
| True Link Financial Advisors, LLC | 145 | $14.1K | 0.00% | +145 | New |
| Hollencrest Capital Management | 148 | $14.4K | 0.00% | +40+37.0% | Added |
| DHJJ Financial Advisors, Ltd. | 150 | $14.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 153 | $14.9K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 154 | $15.0K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 154 | $15.0K | 0.01% | +154 | New |
| 1620 Investment Advisors, Inc. | 156 | $15.2K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 158 | $15.4K | 0.01% | +9+6.0% | Added |
| Brown, Lisle/Cummings, Inc. | 162 | $15.7K | 0.00% | +22+15.7% | Added |
| Lloyd Advisory Services, LLC. | 167 | $16.2K | 0.00% | +167 | New |
| Kingdom Financial Group LLC. | 167 | $16.2K | 0.00% | +167 | New |
| PlanVest Financial, Inc | 169 | $16.4K | 0.01% | +169 | New |
| True Wealth Design, LLC | 174 | $16.9K | 0.00% | +137+370.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 182 | $17.7K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 183 | $17.8K | 0.00% | +98+115.3% | Added |
| Collier Financial | 184 | $17.9K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 190 | $18.5K | 0.00% | +78+69.6% | Added |
| Quaker Wealth Management, LLC | 196 | $19.0K | 0.01% | +1+0.5% | Added |
| VSM Wealth Advisory, LLC | 198 | $19.2K | 0.01% | +198 | New |
| Board of the Pension Protection Fund | 200 | $19.4K | 0.02% | −200−50.0% | Reduced |
| Lavaca Capital LLC | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 204 | $19.8K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 205 | $19.9K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 208 | $20.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 210 | $20.4K | 0.03% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 212 | $20.6K | 0.02% | +138+186.5% | Added |
| Greykasell Wealth Strategies, Inc. | 214 | $20.8K | 0.01% | +42+24.4% | Added |
| Gen-Wealth Partners Inc | 220 | $21.4K | 0.01% | −67−23.3% | Reduced |
| GoalVest Advisory LLC | 220 | $21.4K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 221 | $21.5K | 0.00% | −34−13.3% | Reduced |
| Pinney & Scofield, Inc. | 226 | $22.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 228 | $22.2K | 0.00% | +64+39.0% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 230 | $22.3K | 0.01% | +230 | New |
| Evermay Wealth Management LLC | 229 | $22.4K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 244 | $23.0K | 0.02% | +2+0.8% | Added |
| Wilkerson Advisory Group LLC | 243 | $23.6K | 0.01% | +142+140.6% | Added |
| JFS Wealth Advisors, LLC | 244 | $23.8K | 0.00% | +7+3.0% | Added |
| Blueline Advisors LLC | 250 | $24.3K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 254 | $25.2K | 0.00% | −148−36.8% | Reduced |
| Bell Investment Advisors, Inc | 262 | $25.5K | 0.00% | +116+79.5% | Added |
| Kemnay Advisory Services Inc. | 263 | $25.6K | 0.00% | +3+1.2% | Added |
| Prudent Man Investment Management, Inc. | 300 | $26.5K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 274 | $26.6K | 0.01% | −113−29.2% | Reduced |
| Uniplan Investment Counsel, Inc. | 285 | $27.8K | 0.00% | +285 | New |
| Private Wealth Asset Management, LLC | 288 | $28.0K | 0.00% | −6−2.0% | Reduced |
| City State Bank | 294 | $28.6K | 0.01% | +72+32.4% | Added |
| Bangor Savings Bank | 298 | $29.0K | 0.00% | −34−10.2% | Reduced |
| United Community Bank | 300 | $29.2K | 0.01% | −489−62.0% | Reduced |
| Crews Bank & Trust | 300 | $29.2K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 301 | $29.3K | 0.02% | +1+0.3% | Added |
| Silvant Capital Management LLC | 304 | $29.5K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 304 | $30.0K | 0.00% | −43−12.4% | Reduced |
| Princeton Global Asset Management LLC | 316 | $30.7K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 318 | $31.5K | 0.00% | −88−21.7% | Reduced |
| Pacific Center for Financial Services | 334 | $32.5K | 0.01% | −186−35.8% | Reduced |
| LRI Investments, LLC | 352 | $34.2K | 0.00% | +181+105.8% | Added |
| Ogorek Anthony Joseph | 361 | $35.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 361 | $35.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 361 | $35.1K | 0.00% | +28+8.4% | Added |
| Broadwater Capital Management LLC | 400 | $35.3K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 380 | $36.9K | 0.00% | +380 | New |
| Covestor Ltd | 379 | $37.0K | 0.03% | −15−3.8% | Reduced |
| Clear Investment Research, LLC | 383 | $37.2K | 0.06% | +383 | New |
| Opal Wealth Advisors, LLC | 387 | $37.6K | 0.01% | +387 | New |
| McCarthy Grittinger Financial Group, LLC | 388 | $37.7K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 390 | $37.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 388 | $37.9K | 0.01% | +33+9.3% | Added |
| Wolverine Asset Management LLC | 400 | $38.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $38.9K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 400 | $38.9K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 397 | $39.0K | 0.00% | +5+1.3% | Added |
| Elequin Capital LP | 415 | $40.3K | 0.00% | +415 | New |
| Highline Wealth Partners LLC | 422 | $41.0K | 0.01% | +255+152.7% | Added |
| BankPlus Trust Department | 428 | $41.6K | 0.01% | −172−28.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 431 | $42.1K | 0.00% | +266+161.2% | Added |
| Spire Wealth Management | 437 | $42.5K | 0.00% | +155+55.0% | Added |
| Bruce G. Allen Investments, LLC | 438 | $42.6K | 0.03% | −28−6.0% | Reduced |
| Farmers & Merchants Investments Inc | 455 | $44.2K | 0.00% | +10+2.2% | Added |
| Vision Retirement, LLC | 461 | $44.8K | 0.01% | +3+0.7% | Added |
| JPL Wealth Management, LLC | 472 | $45.9K | 0.01% | +472 | New |
| Financial Connections Group, Inc. | 474 | $46.0K | 0.02% | +16+3.5% | Added |
| Capital Advisors, Ltd. LLC | 472 | $46.0K | 0.01% | +52+12.4% | Added |
| Country Trust Bank | 484 | $47.0K | 0.00% | +82+20.4% | Added |
| Dogwood Wealth Management LLC | 486 | $47.2K | 0.02% | +25+5.4% | Added |
| GHP Investment Advisors, Inc. | 494 | $48.0K | 0.00% | −1,184−70.6% | Reduced |
| Capula Management Ltd | 527 | $51.2K | 0.00% | −724−57.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 530 | $51.5K | 0.01% | +530 | New |
| Bayban | 533 | $51.8K | 0.05% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 536 | $52.1K | 0.00% | +62+13.1% | Added |
| Richardson Financial Services Inc. | 540 | $52.5K | 0.03% | −1,895−77.8% | Reduced |