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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 5,670 | $551.0K | 0.01% | −144−2.5% | Reduced |
| PFG Advisors | 5,678 | $551.7K | 0.03% | −776−12.0% | Reduced |
| MJP Associates Inc | 5,721 | $555.9K | 0.07% | −75−1.3% | Reduced |
| KCM Investment Advisors LLC | 5,745 | $558.3K | 0.02% | −335−5.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,764 | $560.1K | 0.01% | +2,018+53.9% | Added |
| Greenline Partners, LLC | 5,782 | $561.8K | 0.06% | −502−8.0% | Reduced |
| Presima Inc. | 5,856 | $569.0K | 0.32% | 00.0% | Unchanged |
| HCR Wealth Advisors | 5,860 | $569.4K | 0.06% | +12+0.2% | Added |
| Bridgewater Advisors Inc. | 6,614 | $570.1K | 0.03% | +140+2.2% | Added |
| Ameritas Investment Partners, Inc. | 5,981 | $581.2K | 0.02% | +10.0% | Added |
| Searle & Co. | 6,000 | $583.0K | 0.15% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 6,032 | $586.1K | 0.36% | +6,032 | New |
| Bokf, NA | 6,042 | $587.1K | 0.01% | +1,526+33.8% | Added |
| Harbor Investment Advisory, LLC | 6,052 | $588.1K | 0.05% | +3,719+159.4% | Added |
| Stephens Inc | 6,056 | $588.5K | 0.01% | −1,106−15.4% | Reduced |
| Diligent Investors, LLC | 6,127 | $595.4K | 0.15% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 6,155 | $598.1K | 0.03% | +1,771+40.4% | Added |
| IHT Wealth Management, LLC | 6,158 | $598.4K | 0.01% | +915+17.5% | Added |
| Financial Perspectives, Inc | 6,162 | $598.7K | 0.17% | +4+0.1% | Added |
| Blackstone Group Inc. | 6,200 | $602.5K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,202 | $602.6K | 0.03% | +6,202 | New |
| Syon Capital LLC | 6,202 | $602.7K | 0.03% | +774+14.3% | Added |
| Gateway Wealth Partners, LLC | 6,227 | $605.2K | 0.02% | +6,227 | New |
| Cigna Investments Inc | 6,242 | $606.0K | 0.09% | −116−1.8% | Reduced |
| TSFG, LLC | 6,246 | $607.0K | 0.09% | +1,582+33.9% | Added |
| Demars Financial Group, LLC | 6,266 | $608.9K | 0.20% | 00.0% | Unchanged |
| Bedminster, LLC | 6,283 | $610.5K | 0.57% | 00.0% | Unchanged |
| Elm Partners Management LLC | 6,339 | $612.2K | 0.03% | +186+3.0% | Added |
| Checchi Capital Advisers, LLC | 6,353 | $617.3K | 0.04% | +886+16.2% | Added |
| Sunbelt Securities, Inc. | 6,380 | $619.9K | 0.04% | −25−0.4% | Reduced |
| Sepio Capital, LP | 6,507 | $632.3K | 0.03% | +352+5.7% | Added |
| Clearstead Advisors, LLC | 6,565 | $637.9K | 0.01% | −1,664−20.2% | Reduced |
| Mechanics Bank Trust Department | 6,570 | $638.4K | 0.09% | −225−3.3% | Reduced |
| Meridian Wealth Management, LLC | 6,607 | $642.0K | 0.02% | −637−8.8% | Reduced |
| Evergreen Capital Management LLC | 6,585 | $643.3K | 0.01% | +1,370+26.3% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 6,645 | $645.7K | 0.00% | +6,645 | New |
| LVM Capital Management Ltd | 6,677 | $649.0K | 0.06% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,693 | $650.4K | 0.07% | −172−2.5% | Reduced |
| Quest Investment Management LLC | 6,743 | $655.2K | 0.08% | −199−2.9% | Reduced |
| SRS Capital Advisors, Inc. | 6,768 | $657.7K | 0.02% | −3,833−36.2% | Reduced |
| Excelsior Advisor Network LLC | 6,775 | $658.4K | 0.25% | +6,775 | New |
| Harbour Investments, Inc. | 6,795 | $660.3K | 0.01% | +1,629+31.5% | Added |
| Safeguard Investment Advisory Group, LLC | 6,908 | $671.3K | 0.19% | +50+0.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,911 | $671.5K | 0.23% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 6,940 | $674.4K | 0.01% | +206+3.1% | Added |
| Frec Markets, Inc. | 6,989 | $679.1K | 0.12% | +4,060+138.6% | Added |
| Jacobi Capital Management LLC | 7,041 | $684.1K | 0.04% | +190+2.8% | Added |
| Financial Management Professionals, Inc. | 7,000 | $684.8K | 0.08% | +98+1.4% | Added |
| Byrne Asset Management LLC | 7,105 | $690.4K | 0.41% | +85+1.2% | Added |
| Octavia Wealth Advisors, LLC | 7,111 | $695.2K | 0.07% | −591−7.7% | Reduced |
| Sagespring Wealth Partners, LLC | 7,199 | $699.5K | 0.01% | +198+2.8% | Added |
| Vise Technologies, Inc. | 7,952 | $702.0K | 0.01% | 00.0% | Unchanged |
| Potomac Fund Management Inc | 7,246 | $704.1K | 0.02% | +266+3.8% | Added |
| West Paces Advisors Inc. | 7,272 | $706.6K | 0.14% | −260−3.5% | Reduced |
| Shelton Capital Management | 7,314 | $710.7K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,407 | $719.7K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 7,505 | $729.3K | 0.02% | −486−6.1% | Reduced |
| Capital Investment Advisors, LLC | 7,515 | $730.2K | 0.01% | +64+0.9% | Added |
| Advisory Alpha, LLC | 7,534 | $732.1K | 0.02% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,620 | $740.4K | 0.14% | −630−7.6% | Reduced |
| Ellevest, Inc. | 7,744 | $752.5K | 0.10% | −69−0.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 7,871 | $764.6K | 0.01% | +23+0.3% | Added |
| Chicago Partners Investment Group LLC | 8,279 | $764.8K | 0.02% | +1,841+28.6% | Added |
| Advisor OS, LLC | 7,872 | $764.9K | 0.06% | +598+8.2% | Added |
| Ignite Planners, LLC | 7,954 | $770.7K | 0.12% | −208−2.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,873 | $771.6K | 0.02% | +186+2.4% | Added |
| Shelton Wealth Management, LLC | 7,979 | $775.3K | 0.34% | +7,979 | New |
| Gsa Capital Partners LLP | 8,080 | $785.0K | 0.05% | +8,080 | New |
| Kestra Private Wealth Services, LLC | 8,079 | $785.0K | 0.01% | −547−6.3% | Reduced |
| Salem Investment Counselors Inc | 8,080 | $790.4K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 8,136 | $790.6K | 0.09% | −393−4.6% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 8,164 | $793.3K | 0.44% | +365+4.7% | Added |
| Atomi Financial Group, Inc. | 8,218 | $798.5K | 0.02% | −121−1.5% | Reduced |
| IMC-Chicago, LLC | 8,244 | $801.1K | 0.01% | +8,244 | New |
| Baker Tilly Wealth Management, LLC | 8,356 | $811.9K | 0.20% | −15−0.2% | Reduced |
| Altshuler Shaham Ltd | 8,414 | $817.6K | 0.01% | +1,017+13.7% | Added |
| GTS Securities LLC | 8,459 | $822.0K | 0.03% | +2,384+39.2% | Added |
| Scotia Capital Inc. | 8,491 | $825.1K | 0.00% | −36,617−81.2% | Reduced |
| Venturi Wealth Management, LLC | 8,564 | $832.2K | 0.04% | +962+12.7% | Added |
| Claro Advisors LLC | 8,577 | $833.4K | 0.10% | +45+0.5% | Added |
| Quotient Wealth Partners, LLC | 8,684 | $843.8K | 0.02% | −20−0.2% | Reduced |
| Ieq Capital, LLC | 8,746 | $849.8K | 0.00% | +5,079+138.5% | Added |
| Strategic Investment Advisors | 8,784 | $853.1K | 0.06% | +667+8.2% | Added |
| Cohen Capital Management, Inc. | 8,800 | $855.1K | 0.13% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 8,914 | $866.2K | 0.20% | −2,957−24.9% | Reduced |
| Quadrant Capital Group LLC | 8,916 | $866.4K | 0.03% | −3,647−29.0% | Reduced |
| Crestwood Advisors Group LLC | 8,919 | $866.6K | 0.01% | +813+10.0% | Added |
| Regions Financial Corp | 9,037 | $878.1K | 0.01% | −1,851−17.0% | Reduced |
| Moneta Group Investment Advisors LLC | 9,042 | $878.6K | 0.01% | +192+2.2% | Added |
| Mendel Money Management | 9,076 | $881.9K | 0.37% | +545+6.4% | Added |
| Private Advisor Group, LLC | 9,151 | $889.2K | 0.00% | −1,219−11.8% | Reduced |
| Silvia McColl Wealth Management, LLC | 9,154 | $889.5K | 0.59% | +109+1.2% | Added |
| Hartford Funds Management Co LLC | 9,164 | $890.6K | 0.08% | +1,356+17.4% | Added |
| Smartleaf Asset Management LLC | 9,266 | $895.0K | 0.03% | +486+5.5% | Added |
| Siemens Fonds Invest GmbH | 9,271 | $900.9K | 0.05% | +178+2.0% | Added |
| Gradient Investments LLC | 9,338 | $907.4K | 0.01% | +17+0.2% | Added |
| Independent Advisor Alliance | 9,379 | $911.3K | 0.01% | +426+4.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,400 | $913.4K | 0.01% | −6,964−42.6% | Reduced |
| Mosley Wealth Management | 10,159 | $914.1K | 0.41% | +80+0.8% | Added |
| Westmount Partners, LLC | 9,449 | $918.2K | 0.23% | −421−4.3% | Reduced |