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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 9,573 | $930.2K | 0.00% | −326−3.3% | Reduced |
| Cohen Klingenstein LLC | 9,600 | $932.8K | 0.03% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 9,696 | $942.2K | 0.66% | +178+1.9% | Added |
| Larson Financial Group LLC | 9,779 | $950.2K | 0.03% | −133−1.3% | Reduced |
| Change Path, LLC | 9,782 | $950.4K | 0.02% | +15+0.2% | Added |
| Indivisible Partners | 9,795 | $951.8K | 0.08% | +3,051+45.2% | Added |
| EntryPoint Capital, LLC | 9,821 | $954.3K | 0.28% | +9,821 | New |
| BKD Wealth Advisors, LLC | 9,875 | $959.5K | 0.02% | +148+1.5% | Added |
| Eventide Asset Management, LLC | 10,014 | $967.2K | 0.02% | +947+10.4% | Added |
| Resources Investment Advisors, LLC. | 9,964 | $968.2K | 0.01% | −420−4.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,972 | $969.0K | 0.05% | +463+4.9% | Added |
| Chicago Trust Co NA | 10,077 | $979.2K | 0.16% | −8−0.1% | Reduced |
| Ami Asset Management Corp | 10,080 | $979.5K | 0.06% | −64−0.6% | Reduced |
| Van Hulzen Asset Management, LLC | 10,196 | $990.7K | 0.07% | −14−0.1% | Reduced |
| Letson Investment Management, Inc. | 10,200 | $991.1K | 0.38% | 00.0% | Unchanged |
| Brighton Jones LLC | 10,291 | $1.00M | 0.02% | +10,291 | New |
| Savvy Advisors, Inc. | 10,296 | $1.00M | 0.03% | +3,432+50.0% | Added |
| Sumitomo Life Insurance Co | 10,336 | $1.00M | 0.02% | +284+2.8% | Added |
| GAM Holding AG | 10,488 | $1.02M | 0.09% | −5,762−35.5% | Reduced |
| Park Avenue Securities LLC | 10,604 | $1.03M | 0.01% | −1,098−9.4% | Reduced |
| Iams Wealth Management, LLC | 10,645 | $1.03M | 0.36% | +111+1.1% | Added |
| Greenleaf Trust | 10,648 | $1.03M | 0.01% | +441+4.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 10,665 | $1.04M | 0.18% | −3,845−26.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,698 | $1.04M | 0.04% | +676+6.7% | Added |
| NorthRock Partners, LLC | 10,747 | $1.04M | 0.02% | +3,329+44.9% | Added |
| West Wealth Group, LLC | 10,862 | $1.06M | 0.21% | +947+9.6% | Added |
| Cooper Financial Group | 10,891 | $1.06M | 0.11% | +145+1.3% | Added |
| Fiduciary Trust Co | 10,993 | $1.07M | 0.01% | +14+0.1% | Added |
| Tema ETFs LLC | 11,078 | $1.08M | 0.07% | +56+0.5% | Added |
| Apollon Wealth Management, LLC | 11,266 | $1.09M | 0.02% | −212−1.8% | Reduced |
| Applied Finance Capital Management, LLC | 11,270 | $1.10M | 0.08% | +894+8.6% | Added |
| Lester Murray Antman dba SimplyRich | 11,441 | $1.11M | 0.28% | −67−0.6% | Reduced |
| Signaturefd, LLC | 11,449 | $1.11M | 0.02% | +3,034+36.1% | Added |
| MASTERINVEST Kapitalanlage GmbH | 11,671 | $1.13M | 0.12% | +682+6.2% | Added |
| Parallel Advisors, LLC | 11,772 | $1.14M | 0.02% | +821+7.5% | Added |
| QRG Capital Management, Inc. | 11,942 | $1.16M | 0.01% | −1,051−8.1% | Reduced |
| Ti-Trust, Inc | 12,040 | $1.17M | 0.70% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 12,166 | $1.18M | 0.14% | −254−2.0% | Reduced |
| Kornitzer Capital Management Inc | 12,200 | $1.19M | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 12,285 | $1.19M | 0.02% | +656+5.6% | Added |
| Brown Brothers Harriman & Co | 12,583 | $1.22M | 0.01% | +6,259+99.0% | Added |
| Lighthouse Investment Partners, LLC | 12,674 | $1.23M | 0.05% | +12,674 | New |
| Vontobel Holding Ltd. | 12,716 | $1.24M | 0.00% | +1,632+14.7% | Added |
| One Degree Advisors Inc | 12,752 | $1.24M | 0.32% | 00.0% | Unchanged |
| Krilogy Financial LLC | 12,997 | $1.24M | 0.04% | +2,852+28.1% | Added |
| DRW Securities, LLC | 12,883 | $1.25M | 0.07% | +12,883 | New |
| Stratos Wealth Partners, LTD. | 13,275 | $1.29M | 0.01% | −630−4.5% | Reduced |
| Bleakley Financial Group, LLC | 13,445 | $1.31M | 0.02% | +658+5.1% | Added |
| Clifford Swan Investment Counsel LLC | 13,524 | $1.31M | 0.04% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 13,580 | $1.32M | 0.52% | −50−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 13,822 | $1.34M | 0.02% | +38+0.3% | Added |
| Golden State Equity Partners | 13,871 | $1.35M | 0.10% | +1,162+9.1% | Added |
| Quadrature Capital Ltd | 13,990 | $1.36M | 0.02% | +13,990 | New |
| Ascent Group, LLC | 13,996 | $1.36M | 0.05% | −3,514−20.1% | Reduced |
| Centaurus Financial, Inc. | 13,998 | $1.36M | 0.06% | +276+2.0% | Added |
| Snowden Capital Advisors LLC | 14,055 | $1.37M | 0.04% | −50−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 14,241 | $1.38M | 0.01% | +4,797+50.8% | Added |
| Linscomb & Williams, Inc. | 14,265 | $1.39M | 0.06% | +14,265 | New |
| Covalis Capital LLP | 14,349 | $1.39M | 0.09% | −53,959−79.0% | Reduced |
| Whittier Trust Co | 14,233 | $1.39M | 0.02% | −133−0.9% | Reduced |
| Defined Wealth Management, LLC | 14,375 | $1.40M | 0.82% | −2,449−14.6% | Reduced |
| Umb Bank N A | 14,383 | $1.40M | 0.02% | +55+0.4% | Added |
| Bartlett & Co. Wealth Management LLC | 14,856 | $1.40M | 0.02% | −333−2.2% | Reduced |
| Alps Advisors Inc | 14,447 | $1.40M | 0.01% | +1,646+12.9% | Added |
| Highview Capital Management LLC | 14,517 | $1.41M | 0.51% | +14,517 | New |
| Allworth Financial LP | 14,577 | $1.42M | 0.01% | +2,166+17.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,594 | $1.42M | 0.08% | +6,969+91.4% | Added |
| Baird Financial Group, Inc. | 14,597 | $1.42M | 0.00% | +121+0.8% | Added |
| Sound Income Strategies, LLC | 14,565 | $1.42M | 0.07% | +30+0.2% | Added |
| Richard Bernstein Advisors LLC | 14,705 | $1.43M | 0.04% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 14,791 | $1.44M | 0.05% | −94−0.6% | Reduced |
| Ofi Invest Asset Management | 14,901 | $1.45M | 0.02% | +6,304+73.3% | Added |
| Tounjian Advisory Partners, LLC | 14,958 | $1.45M | 0.52% | −620−4.0% | Reduced |
| V-Square Quantitative Management LLC | 15,060 | $1.46M | 0.15% | +1,386+10.1% | Added |
| South Dakota Investment Council | 15,187 | $1.48M | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 15,295 | $1.49M | 0.02% | −441−2.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 15,300 | $1.49M | 0.82% | −619−3.9% | Reduced |
| SWP Financial LLC | 15,313 | $1.49M | 0.76% | 00.0% | Unchanged |
| LGT Group Foundation | 15,335 | $1.49M | 0.02% | −1,719−10.1% | Reduced |
| Ninepoint Partners LP | 15,358 | $1.49M | 0.18% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 15,578 | $1.51M | 0.06% | +1,932+14.2% | Added |
| SCP Investment, LP | 15,600 | $1.52M | 1.68% | +15,600 | New |
| Central Trust Co | 15,651 | $1.52M | 0.03% | −15−0.1% | Reduced |
| We Are One Seven, LLC | 15,663 | $1.52M | 0.03% | −197−1.2% | Reduced |
| Havemeyer Place LP | 15,817 | $1.54M | 0.18% | +15,817 | New |
| Prime Capital Investment Advisors, LLC | 15,865 | $1.54M | 0.02% | +528+3.4% | Added |
| Mount Yale Investment Advisors, LLC | 15,767 | $1.54M | 0.04% | −3,579−18.5% | Reduced |
| Coldstream Capital Management Inc | 15,899 | $1.55M | 0.02% | +609+4.0% | Added |
| Meeder Advisory Services, Inc. | 16,294 | $1.58M | 0.07% | +1,092+7.2% | Added |
| Apriem Advisors | 16,336 | $1.59M | 0.15% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,445 | $1.60M | 0.01% | +3,002+22.3% | Added |
| Nomura Holdings Inc | 16,460 | $1.60M | 0.01% | +6,574+66.5% | Added |
| Wahed Invest LLC | 16,480 | $1.60M | 0.21% | +16,480 | New |
| Miramontes Capital, LLC | 16,531 | $1.61M | 0.56% | −92−0.6% | Reduced |
| Wedbush Securities Inc | 16,722 | $1.63M | 0.05% | +4,975+42.4% | Added |
| Axq Capital, LP | 16,848 | $1.64M | 0.21% | +16,848 | New |
| Farther Finance Advisors, LLC | 16,838 | $1.64M | 0.02% | +2,158+14.7% | Added |
| Beacon Pointe Advisors, LLC | 16,924 | $1.64M | 0.01% | +3,348+24.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,179 | $1.67M | 0.11% | 00.0% | Unchanged |
| Brookmont Capital Management | 17,226 | $1.67M | 0.94% | +698+4.2% | Added |