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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 1,274 institutions
Q1 2021: 811 institutionsQ2 2021: 819 institutionsQ3 2021: 803 institutionsQ4 2021: 887 institutionsQ1 2022: 954 institutionsQ2 2022: 958 institutionsQ3 2022: 962 institutionsQ4 2022: 1,006 institutionsQ1 2023: 984 institutionsQ2 2023: 992 institutionsQ3 2023: 984 institutionsQ4 2023: 1,040 institutionsQ1 2024: 1,044 institutionsQ2 2024: 1,040 institutionsQ3 2024: 1,105 institutionsQ4 2024: 1,205 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,123 institutionsQ3 2025: 1,152 institutionsQ4 2025: 1,213 institutionsQ1 2026: 1,274 institutionsQ2 2026: 1,288 institutions
Value heldQ1 2026: $57.3B
Q1 2021: $34.6BQ2 2021: $36.0BQ3 2021: $34.9BQ4 2021: $36.0BQ1 2022: $46.7BQ2 2022: $41.0BQ3 2022: $41.0BQ4 2022: $41.9BQ1 2023: $41.4BQ2 2023: $39.4BQ3 2023: $36.9BQ4 2023: $42.4BQ1 2024: $40.5BQ2 2024: $43.5BQ3 2024: $47.9BQ4 2024: $51.4BQ1 2025: $41.5BQ2 2025: $44.5BQ3 2025: $54.4BQ4 2025: $53.4BQ1 2026: $57.3BQ2 2026: $55.9B
Institutions holding SRE and their total value by quarter
QuarterHoldersValue
Q2 20261,288$55.9B
Q1 20261,274$57.3B
Q4 20251,213$53.4B
Q3 20251,152$54.4B
Q2 20251,123$44.5B
Q1 20251,148$41.5B
Q4 20241,205$51.4B
Q3 20241,105$47.9B
Q2 20241,040$43.5B
Q1 20241,044$40.5B
Q4 20231,040$42.4B
Q3 2023984$36.9B
Q2 2023992$39.4B
Q1 2023984$41.4B
Q4 20221,006$41.9B
Q3 2022962$41.0B
Q2 2022958$41.0B
Q1 2022954$46.7B
Q4 2021887$36.0B
Q3 2021803$34.9B
Q2 2021819$36.0B
Q1 2021811$34.6B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q4 2025.

Institutions holding SRE in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Koshinski Asset Management, Inc.2,568$249.5K0.02%+2,568New
First American Trust, FSB2,567$249.4K0.02%−84−3.2%Reduced
Alta Advisers Ltd2,565$249.2K0.09%00.0%Unchanged
FC Advisory LLC2,565$249.2K0.07%00.0%Unchanged
LifeSteps Financial, Inc.2,564$249.1K0.16%00.0%Unchanged
ExodusPoint Capital Management, LP2,560$248.8K0.00%+2,560New
Centiva Capital, LP2,559$248.7K0.01%−1,842−41.9%Reduced
Liberty Wealth Management LLC2,559$248.6K0.03%+16+0.6%Added
Principal Street Partners, LLC2,557$248.4K0.04%00.0%Unchanged
Roehl & Yi Investment Advisors, LLC2,554$248.2K0.09%+43+1.7%Added
Bailard, Inc.2,552$248.0K0.01%+47+1.9%Added
Financial Designs Corp2,550$247.7K0.14%+2,550New
Pinnacle West Asset Management, Inc.2,535$246.0K0.17%−60−2.3%Reduced
Private Trust Co NA2,526$245.5K0.02%−27−1.1%Reduced
PFG Investments, LLC2,523$245.1K0.01%−47−1.8%Reduced
Sapient Capital LLC2,509$244.8K0.00%+2,509New
Signature Estate & Investment Advisors LLC2,514$244.3K0.00%+50+2.0%Added
Avidian Wealth Solutions, LLC2,508$243.7K0.01%+207+9.0%Added
Fort Washington Investment Advisors Inc2,493$242.2K0.00%−1,427−36.4%Reduced
Simplicity Wealth,LLC2,491$242.0K0.01%+2,491New
Advisors Capital Management, LLC2,488$241.8K0.00%−63−2.5%Reduced
Asset Advisory Group, Inc.2,488$241.8K0.12%00.0%Unchanged
Sigma Planning Corp2,458$238.9K0.01%−1,470−37.4%Reduced
Collaborative Fund Advisors, LLC2,457$238.7K0.15%+2,457New
Trust Point Inc.2,448$237.9K0.02%+2,448New
Carrera Capital Advisors2,426$237.3K0.04%−231−8.7%Reduced
Farmers & Merchants Trust Co of Long Beach2,442$237.3K0.06%−200−7.6%Reduced
Inspire Advisors, LLC2,442$237.2K0.02%−99−3.9%Reduced
BSW Wealth Partners2,414$234.6K0.03%+15+0.6%Added
Essex Financial Services, Inc.2,410$234.2K0.01%−682−22.1%Reduced
Arbor Wealth Advisors LLC2,406$233.8K0.16%00.0%Unchanged
Montag A & Associates Inc2,375$232.3K0.01%00.0%Unchanged
Lodestone Wealth Management LLC2,380$231.3K0.09%00.0%Unchanged
Mission Wealth Management, LP2,380$231.3K0.00%+16+0.7%Added
PCM Encore, LLC2,377$230.9K0.05%+2,377New
Vision Capital Management, Inc.2,374$230.7K0.03%00.0%Unchanged
Telos Capital Management, Inc.2,370$230.3K0.02%−100−4.0%Reduced
Baxter Bros Inc2,350$228.3K0.03%−350−13.0%Reduced
Howard Wealth Management, LLC2,350$228.3K0.10%−50−2.1%Reduced
Dixon Fnancial Services, Inc.2,332$226.6K0.10%00.0%Unchanged
MCF Advisors LLC2,319$226.5K0.01%+1,326+133.5%Added
E Fund Management Co., Ltd.2,329$226.3K0.01%+2,329New
WD Rutherford LLC2,310$224.5K0.10%+2,310New
Custom Index Systems, LLC2,300$223.5K0.10%00.0%Unchanged
Blueshift Asset Management, LLC2,299$223.4K0.07%−5,692−71.2%Reduced
Sivia Capital Partners, LLC2,288$222.3K0.04%−290−11.2%Reduced
First National Bank Sioux Falls2,320$222.2K0.06%00.0%Unchanged
Old National Bancorp2,286$222.1K0.00%00.0%Unchanged
CWA Asset Management Group, LLC2,278$221.4K0.01%+2,278New
Curated Wealth Partners LLC2,266$220.2K0.03%00.0%Unchanged
Basecamp Wealth Advisors LLC2,263$219.9K0.05%00.0%Unchanged
Legacy Financial Advisors, Inc.2,248$218.5K0.03%+2,248New
BCGM Wealth Management, LLC2,247$218.3K0.05%+2,247New
Green Harvest Asset Management LLC2,243$217.9K0.00%+2,243New
Leavell Investment Management, Inc.2,213$216.5K0.01%−625−22.0%Reduced
Prosperity Consulting Group, LLC2,223$216.0K0.01%−72−3.1%Reduced
Waterloo Capital, L.P.2,216$215.3K0.02%+2,216New
Bryn Mawr Trust Co2,205$214.3K0.01%00.0%Unchanged
Trust Co of Kansas2,200$214.0K0.12%+2,200New
First Citizens Bank & Trust Co2,199$213.7K0.00%+2,199New
RB Capital Management, LLC2,198$213.5K0.05%+2,198New
Asset One Wealth Management LLC2,291$213.4K0.02%+2,291New
L & S Advisors Inc2,195$213.3K0.03%+2,195New
Sovereign Financial Group, Inc.2,194$213.2K0.04%+2,194New
LCM Capital Management Inc2,194$213.2K0.11%+2,194New
Modera Wealth Management, LLC2,183$212.1K0.00%+2,183New
Affiance Financial, LLC2,182$212.0K0.03%+2,182New
Rehmann Capital Advisory Group2,178$211.6K0.01%+2,178New
KWB Wealth2,383$210.4K0.02%00.0%Unchanged
S Harris Financial Group, LLC2,165$210.4K0.19%+2,165New
IFP Advisors, Inc2,149$208.8K0.00%+174+8.8%Added
Defiance ETFs, LLC2,148$208.7K0.00%+2,148New
HM Payson & Co2,144$208.3K0.00%00.0%Unchanged
Evergreen Wealth Solutions, LLC2,142$208.1K0.01%+2,142New
Parsons Capital Management Inc2,136$207.6K0.01%+2,136New
Sandro Wealth Management LLC2,129$206.9K0.17%+2,129New
Destination Wealth Management2,125$206.5K0.01%+2,125New
Joel Isaacson & Co., LLC2,124$206.4K0.01%+2,124New
Heritage Wealth Management, Inc.2,111$205.1K0.11%+2,111New
Phillips Wealth Planners LLC2,209$205.1K0.15%+2,209New
HBW Advisory Services LLC2,100$204.0K0.02%+2,100New
TD Private Client Wealth LLC2,091$203.2K0.00%−68−3.1%Reduced
Howard Capital Management Inc.2,091$203.2K0.00%−2,043−49.4%Reduced
Armstrong, Fleming & Moore, Inc2,086$202.7K0.09%+2,086New
Robertson Stephens Wealth Management, LLC2,065$201.8K0.01%+2,065New
Financial Advisors Network, Inc.2,074$201.5K0.03%+2,074New
Nemes Rush Group LLC2,021$196.4K0.02%00.0%Unchanged
Caldwell Trust Co1,970$191.4K0.02%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.1,963$190.7K0.47%+1,963New
Acropolis Investment Management, LLC1,904$185.0K0.01%+1,904New
CVA Family Office, LLC1,903$184.9K0.02%+306+19.2%Added
McMillan Office, Inc.1,900$184.6K0.02%00.0%Unchanged
Mather Group, LLC.1,889$183.5K0.00%+1,889New
Ronald Blue Trust, Inc.1,885$183.2K0.00%−45−2.3%Reduced
Ameriflex Group, Inc.1,857$180.4K0.09%−173−8.5%Reduced
AdvisorNet Financial, Inc1,831$177.9K0.01%+8+0.4%Added
Deseret Mutual Benefit Administrators1,829$177.7K0.06%+854+87.6%Added
Washington Trust Advisors, Inc.1,805$175.4K0.01%+75+4.3%Added
Onefund, LLC1,793$174.6K0.11%−25−1.4%Reduced
Cromwell Holdings LLC1,765$172.7K0.10%00.0%Unchanged