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 |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 1,708 | $166.0K | 0.03% | +9+0.5% | Added |
| Alerus Financial NA | 1,701 | $165.3K | 0.01% | +1,701 | New |
| Tompkins Financial Corp | 1,650 | $160.3K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,636 | $160.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,598 | $155.3K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,551 | $150.7K | 0.01% | −50−3.1% | Reduced |
| Kimelman & Baird, LLC | 1,500 | $145.8K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,497 | $145.5K | 0.04% | −103−6.4% | Reduced |
| Federated Hermes, Inc. | 1,491 | $144.9K | 0.00% | +121+8.8% | Added |
| TIAA Wealth Investment Management LLC | 1,491 | $144.8K | 0.00% | +1,491 | New |
| North Star Investment Management Corp. | 1,481 | $143.9K | 0.01% | +41+2.8% | Added |
| General Partner, Inc. | 1,450 | $140.9K | 0.09% | 00.0% | Unchanged |
| Tidemark, LLC | 1,430 | $139.0K | 0.04% | +8+0.6% | Added |
| Cary Street Partners Financial LLC | 1,429 | $138.9K | 0.00% | −3,869−73.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,411 | $137.1K | 0.06% | −1,046−42.6% | Reduced |
| Twin Tree Management, LP | 1,403 | $136.3K | 0.03% | +1,403 | New |
| JDM Financial Group LLC | 1,400 | $136.0K | 0.05% | 00.0% | Unchanged |
| Core Alternative Capital | 1,395 | $135.6K | 0.04% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,366 | $132.7K | 0.02% | +86+6.7% | Added |
| Roble, Belko & Company, Inc | 1,316 | $128.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,314 | $127.7K | 0.00% | −588−30.9% | Reduced |
| Pin Oak Investment Advisors Inc | 1,274 | $125.0K | 0.09% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,280 | $124.7K | 0.03% | +91+7.7% | Added |
| Versant Capital Management, Inc | 1,281 | $124.5K | 0.01% | +363+39.5% | Added |
| Capital Analysts, LLC | 1,241 | $120.0K | 0.00% | +4+0.3% | Added |
| Wall Street Financial Group, Inc. | 1,173 | $114.0K | 0.07% | +1,173 | New |
| DT Investment Partners, LLC | 1,160 | $112.7K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,141 | $110.9K | 0.01% | +322+39.3% | Added |
| Hills Bank & Trust Co | 1,139 | $110.7K | 0.01% | −167−12.8% | Reduced |
| McIlrath & Eck, LLC | 1,136 | $110.4K | 0.01% | +7+0.6% | Added |
| American Capital Advisory, LLC | 1,129 | $109.7K | 0.04% | +2+0.2% | Added |
| Gleason Group, Inc. | 1,118 | $108.6K | 0.01% | +8+0.7% | Added |
| Quent Capital, LLC | 1,091 | $106.0K | 0.01% | −239−18.0% | Reduced |
| Hallmark Capital Management Inc | 1,084 | $105.3K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 1,045 | $101.5K | 0.01% | +1,045 | New |
| Creative Capital Management Investments LLC | 1,040 | $101.1K | 0.03% | +112+12.1% | Added |
| Cullen/Frost Bankers, Inc. | 1,039 | $101.0K | 0.00% | −411−28.3% | Reduced |
| Tiaa Trust, National Association | 996 | $96.8K | 0.01% | −6,662−87.0% | Reduced |
| Private Wealth Management Group, LLC | 981 | $95.3K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 973 | $95.2K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 951 | $92.4K | 0.00% | −60−5.9% | Reduced |
| Prestige Wealth Management Group LLC | 926 | $90.6K | 0.02% | −106−10.3% | Reduced |
| 1015 Capital Partners, LLC | 917 | $89.1K | 0.09% | +4+0.4% | Added |
| Cassaday & Co Wealth Management LLC | 912 | $88.6K | 0.00% | +912 | New |
| Loomis Sayles & Co L P | 895 | $87.0K | 0.00% | +3+0.3% | Added |
| Corsicana & Co. | 1,218 | $86.9K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 874 | $85.1K | 0.01% | −4−0.5% | Reduced |
| Park Place Capital Corp | 856 | $83.2K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 818 | $79.5K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 800 | $79.1K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 811 | $78.8K | 0.03% | +811 | New |
| Leonteq Securities AG | 810 | $78.7K | 0.00% | −4,188−83.8% | Reduced |
| MV Capital Management, Inc. | 809 | $78.6K | 0.01% | +12+1.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 797 | $77.0K | 0.00% | +85+11.9% | Added |
| Archer Investment Corp | 784 | $76.2K | 0.02% | +5+0.6% | Added |
| Banque de Luxembourg S.A. | 778 | $75.6K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 774 | $75.2K | 0.01% | +57+7.9% | Added |
| Union Bancaire Privee, UBP SA | 761 | $73.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 746 | $72.5K | 0.00% | +124+19.9% | Added |
| Coastline Trust Co | 740 | $71.9K | 0.01% | −15,340−95.4% | Reduced |
| Manchester Capital Management LLC | 709 | $68.9K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 705 | $68.5K | 0.10% | −28−3.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 680 | $66.1K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 687 | $66.0K | 0.00% | −25−3.5% | Reduced |
| Barrett & Company, Inc. | 668 | $64.9K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 658 | $63.9K | 0.00% | −262−28.5% | Reduced |
| Medallion Wealth Advisors, LLC | 656 | $63.8K | 0.02% | +4+0.6% | Added |
| Toth Financial Advisory Corp | 654 | $63.5K | 0.01% | +95+17.0% | Added |
| Adirondack Trust Co | 647 | $62.9K | 0.02% | −23−3.4% | Reduced |
| SBI Securities Co., Ltd. | 639 | $62.1K | 0.00% | +9+1.4% | Added |
| Coston, McIsaac & Partners | 617 | $60.0K | 0.01% | +2+0.3% | Added |
| Horrell Capital Management, Inc. | 600 | $58.3K | 0.03% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 600 | $58.3K | 0.02% | +600 | New |
| Ritter Daniher Financial Advisory LLC | 553 | $53.7K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 540 | $52.5K | 0.03% | −1,895−77.8% | Reduced |
| First Command Advisory Services, Inc. | 536 | $52.1K | 0.00% | +62+13.1% | Added |
| Bayban | 533 | $51.8K | 0.05% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 530 | $51.5K | 0.01% | +530 | New |
| Capula Management Ltd | 527 | $51.2K | 0.00% | −724−57.9% | Reduced |
| GHP Investment Advisors, Inc. | 494 | $48.0K | 0.00% | −1,184−70.6% | Reduced |
| Dogwood Wealth Management LLC | 486 | $47.2K | 0.02% | +25+5.4% | Added |
| Country Trust Bank | 484 | $47.0K | 0.00% | +82+20.4% | Added |
| 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 |
| JPL Wealth Management, LLC | 472 | $45.9K | 0.01% | +472 | New |
| Vision Retirement, LLC | 461 | $44.8K | 0.01% | +3+0.7% | Added |
| Farmers & Merchants Investments Inc | 455 | $44.2K | 0.00% | +10+2.2% | Added |
| Bruce G. Allen Investments, LLC | 438 | $42.6K | 0.03% | −28−6.0% | Reduced |
| Spire Wealth Management | 437 | $42.5K | 0.00% | +155+55.0% | Added |
| Transamerica Financial Advisors, Inc. | 431 | $42.1K | 0.00% | +266+161.2% | Added |
| BankPlus Trust Department | 428 | $41.6K | 0.01% | −172−28.7% | Reduced |
| Highline Wealth Partners LLC | 422 | $41.0K | 0.01% | +255+152.7% | Added |
| Elequin Capital LP | 415 | $40.3K | 0.00% | +415 | New |
| GW&K Investment Management, LLC | 397 | $39.0K | 0.00% | +5+1.3% | 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 |
| Annis Gardner Whiting Capital Advisors, LLC | 388 | $37.9K | 0.01% | +33+9.3% | Added |
| Essex Investment Management Co LLC | 390 | $37.9K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 388 | $37.7K | 0.01% | 00.0% | Unchanged |