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 |
|---|---|---|---|---|---|
| LJI Wealth Management, LLC | 3,798 | $369.1K | 0.06% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,808 | $370.0K | 0.04% | +3,808 | New |
| MONECO Advisors, LLC | 3,816 | $370.8K | 0.03% | +1,391+57.4% | Added |
| Fulton Bank, N.A. | 3,836 | $372.7K | 0.01% | 00.0% | Unchanged |
| Define Financial, LLC | 3,886 | $377.6K | 0.20% | +28+0.7% | Added |
| Zions Bancorporation, National Association | 3,902 | $379.2K | 0.02% | −8,779−69.2% | Reduced |
| WealthSpring Partners, LLC | 3,920 | $380.9K | 0.35% | +10.0% | Added |
| Daymark Wealth Partners, LLC | 3,922 | $381.1K | 0.01% | +400+11.4% | Added |
| Cornerstone Planning Group LLC | 4,045 | $381.7K | 0.05% | +58+1.5% | Added |
| Legacy Capital Wealth Partners, LLC | 3,936 | $382.4K | 0.08% | −171−4.2% | Reduced |
| Rothschild Investment LLC | 3,975 | $386.2K | 0.02% | +309+8.4% | Added |
| KTF Investments, LLC | 3,977 | $386.4K | 0.07% | −75−1.9% | Reduced |
| Bull Oak Capital, LLC | 3,978 | $386.5K | 0.15% | +3,978 | New |
| Regatta Capital Group, LLC | 3,986 | $387.3K | 0.06% | 00.0% | Unchanged |
| Ridge Creek Global, Inc | 3,987 | $387.4K | 0.33% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 3,989 | $387.6K | 0.09% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 4,000 | $388.7K | 0.12% | +63+1.6% | Added |
| Signature Wealth Management Partners, LLC | 4,020 | $390.6K | 0.20% | 00.0% | Unchanged |
| CX Institutional | 4,046 | $393.0K | 0.01% | +441+12.2% | Added |
| Carter Financial, LLC | 4,076 | $396.1K | 0.34% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,081 | $396.6K | 0.02% | +4,081 | New |
| Cyndeo Wealth Partners, LLC | 4,081 | $396.6K | 0.02% | +47+1.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,137 | $402.0K | 0.03% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 4,366 | $407.0K | 0.50% | +15+0.3% | Added |
| L2 Asset Management, LLC | 4,198 | $407.9K | 0.04% | +575+15.9% | Added |
| Occidental Asset Management, LLC | 4,206 | $408.7K | 0.05% | +49+1.2% | Added |
| Hanson & Doremus Investment Management | 4,209 | $409.0K | 0.05% | +29+0.7% | Added |
| OpenArc Corporate Advisory, LLC | 4,236 | $411.6K | 0.01% | +758+21.8% | Added |
| Leisure Capital Management | 4,244 | $412.4K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,211 | $416.4K | 0.01% | +520+14.1% | Added |
| Hilltop Holdings Inc. | 4,295 | $417.3K | 0.04% | −38,161−89.9% | Reduced |
| Diversify Wealth Management, LLC | 4,516 | $418.4K | 0.01% | +4,516 | New |
| Busey Wealth Management | 4,308 | $418.6K | 0.01% | −377−8.0% | Reduced |
| Merrithew & Thorsten Inc | 4,321 | $419.0K | 0.40% | +30+0.7% | Added |
| Norden Group LLC | 4,342 | $421.9K | 0.04% | −3,054−41.3% | Reduced |
| Chesapeake Asset Management LLC | 4,349 | $422.6K | 0.34% | −372−7.9% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,372 | $424.8K | 0.14% | 00.0% | Unchanged |
| Volterra Technologies LP | 4,384 | $426.0K | 0.30% | −7,130−61.9% | Reduced |
| SeaCrest Wealth Management, LLC | 4,389 | $426.5K | 0.05% | +10.0% | Added |
| Patten Group, Inc. | 4,399 | $427.5K | 0.07% | +43+1.0% | Added |
| Brown Advisory Inc | 4,399 | $427.5K | 0.00% | −36−0.8% | Reduced |
| Tobam | 4,408 | $428.0K | 0.11% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,419 | $429.4K | 0.12% | +4,419 | New |
| Retirement Planning Group | 4,446 | $432.0K | 0.01% | +1,974+79.9% | Added |
| US Asset Management LLC | 4,462 | $433.6K | 0.38% | +12+0.3% | Added |
| Advyzon Investment Management, LLC | 4,466 | $433.9K | 0.04% | +4,466 | New |
| Ritholtz Wealth Management | 4,470 | $434.4K | 0.01% | +823+22.6% | Added |
| PDS Planning, Inc | 4,480 | $435.3K | 0.03% | +384+9.4% | Added |
| PUREfi Wealth, LLC | 4,494 | $436.7K | 0.29% | −20.0% | Reduced |
| Wealthspire Advisors, LLC | 4,495 | $436.8K | 0.00% | −1,907−29.8% | Reduced |
| Tred Avon Family Wealth, LLC | 4,499 | $437.2K | 0.15% | +175+4.0% | Added |
| MQS Management LLC | 4,512 | $438.4K | 0.30% | +4,512 | New |
| Cidel Asset Management Inc | 4,513 | $438.5K | 0.02% | +852+23.3% | Added |
| AMG National Trust Bank | 4,534 | $440.6K | 0.01% | −95−2.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,541 | $443.7K | 0.02% | +31+0.7% | Added |
| Confluence Wealth Services, Inc. | 4,568 | $443.9K | 0.02% | −170−3.6% | Reduced |
| Summit Financial, LLC | 4,558 | $445.8K | 0.01% | +205+4.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,600 | $447.0K | 0.12% | −75−1.6% | Reduced |
| Associated Banc-Corp | 4,639 | $450.8K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,651 | $452.0K | 0.02% | −31−0.7% | Reduced |
| D.B. Root & Company, LLC | 4,661 | $452.9K | 0.11% | +27+0.6% | Added |
| Capital Advisors Inc | 4,706 | $457.3K | 0.01% | +6+0.1% | Added |
| Wealth Alliance | 4,718 | $458.5K | 0.05% | −708−13.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 4,796 | $466.0K | 0.00% | −24−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 4,809 | $467.3K | 0.02% | −1,233−20.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 4,778 | $467.4K | 0.15% | +36+0.8% | Added |
| AA Financial Advisors, LLC | 4,824 | $468.7K | 0.07% | +23+0.5% | Added |
| Plancorp, LLC | 4,749 | $469.3K | 0.01% | +83+1.8% | Added |
| Weatherly Asset Management L. P. | 4,800 | $469.4K | 0.04% | +10.0% | Added |
| Harbour Capital Advisors, LLC | 5,134 | $474.3K | 0.09% | −20.0% | Reduced |
| AIMZ Investment Advisors, LLC | 4,910 | $477.1K | 0.15% | 00.0% | Unchanged |
| Lighthouse Financial Services Inc | 4,991 | $479.9K | 0.11% | −99−1.9% | Reduced |
| First Foundation Advisors | 4,951 | $481.1K | 0.02% | +8+0.2% | Added |
| EverSource Wealth Advisors, LLC | 4,965 | $482.4K | 0.01% | +886+21.7% | Added |
| Great Valley Advisor Group, Inc. | 4,977 | $483.3K | 0.01% | −182−3.5% | Reduced |
| Vance Wealth, Inc. | 4,959 | $485.1K | 0.14% | −91−1.8% | Reduced |
| Frank, Rimerman Advisors LLC | 5,003 | $486.1K | 0.03% | +19+0.4% | Added |
| Pallas Capital Advisors LLC | 5,032 | $489.0K | 0.02% | +256+5.4% | Added |
| Bauman Advisory Group, LLC | 5,130 | $498.5K | 0.35% | −189−3.6% | Reduced |
| Rosenberg Matthew Hamilton | 5,158 | $501.2K | 0.10% | −33−0.6% | Reduced |
| ELCO Management Co., LLC | 5,168 | $502.2K | 0.24% | −403−7.2% | Reduced |
| Paradigm Financial Partners, LLC | 5,170 | $502.4K | 0.09% | −2,679−34.1% | Reduced |
| Johnson Investment Counsel Inc | 5,195 | $504.8K | 0.00% | −2,068−28.5% | Reduced |
| Leo H. Evart, Inc. | 5,230 | $508.2K | 0.43% | +5,230 | New |
| Old Port Advisors | 5,280 | $513.1K | 0.12% | −59−1.1% | Reduced |
| Pointe Capital Management LLC | 5,326 | $517.5K | 0.26% | −267−4.8% | Reduced |
| Aspiriant, LLC | 5,344 | $519.3K | 0.01% | +5,344 | New |
| Neumann Capital Management, LLC | 5,347 | $519.6K | 0.15% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 5,389 | $523.6K | 0.09% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 5,397 | $524.5K | 0.05% | −220−3.9% | Reduced |
| AlphaCore Capital LLC | 5,376 | $525.2K | 0.01% | +383+7.7% | Added |
| Glenview Trust Co | 5,447 | $529.3K | 0.01% | +27+0.5% | Added |
| Cornerstone Wealth Management, LLC | 5,477 | $532.2K | 0.03% | +43+0.8% | Added |
| Buckingham Strategic Partners | 5,510 | $535.4K | 0.01% | +5,510 | New |
| Perennial Investment Advisors, LLC | 5,592 | $543.5K | 0.04% | −36−0.6% | Reduced |
| Gilman Hill Asset Management, LLC | 5,595 | $543.7K | 0.08% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,600 | $544.2K | 0.36% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 5,608 | $544.9K | 0.06% | +1,108+24.6% | Added |
| Rice Partnership, LLC | 5,651 | $549.1K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 5,660 | $550.0K | 0.14% | +74+1.3% | Added |