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 |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 387 | $37.6K | 0.01% | +387 | New |
| Clear Investment Research, LLC | 383 | $37.2K | 0.06% | +383 | New |
| Covestor Ltd | 379 | $37.0K | 0.03% | −15−3.8% | Reduced |
| RWM Asset Management, LLC | 380 | $36.9K | 0.00% | +380 | New |
| Broadwater Capital Management LLC | 400 | $35.3K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 361 | $35.1K | 0.00% | +28+8.4% | Added |
| Key Financial Inc | 361 | $35.1K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 361 | $35.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 352 | $34.2K | 0.00% | +181+105.8% | Added |
| Pacific Center for Financial Services | 334 | $32.5K | 0.01% | −186−35.8% | Reduced |
| Salomon & Ludwin, LLC | 318 | $31.5K | 0.00% | −88−21.7% | Reduced |
| Princeton Global Asset Management LLC | 316 | $30.7K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 304 | $30.0K | 0.00% | −43−12.4% | Reduced |
| Silvant Capital Management LLC | 304 | $29.5K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 301 | $29.3K | 0.02% | +1+0.3% | Added |
| United Community Bank | 300 | $29.2K | 0.01% | −489−62.0% | Reduced |
| Crews Bank & Trust | 300 | $29.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 298 | $29.0K | 0.00% | −34−10.2% | Reduced |
| City State Bank | 294 | $28.6K | 0.01% | +72+32.4% | Added |
| Private Wealth Asset Management, LLC | 288 | $28.0K | 0.00% | −6−2.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 285 | $27.8K | 0.00% | +285 | New |
| Frazier Financial Advisors, LLC | 274 | $26.6K | 0.01% | −113−29.2% | Reduced |
| Prudent Man Investment Management, Inc. | 300 | $26.5K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 263 | $25.6K | 0.00% | +3+1.2% | Added |
| Bell Investment Advisors, Inc | 262 | $25.5K | 0.00% | +116+79.5% | Added |
| Westside Investment Management, Inc. | 254 | $25.2K | 0.00% | −148−36.8% | Reduced |
| Blueline Advisors LLC | 250 | $24.3K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 244 | $23.8K | 0.00% | +7+3.0% | Added |
| Wilkerson Advisory Group LLC | 243 | $23.6K | 0.01% | +142+140.6% | Added |
| Ball & Co Wealth Management Inc. | 244 | $23.0K | 0.02% | +2+0.8% | Added |
| Evermay Wealth Management LLC | 229 | $22.4K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 230 | $22.3K | 0.01% | +230 | New |
| Activest Wealth Management | 228 | $22.2K | 0.00% | +64+39.0% | Added |
| Pinney & Scofield, Inc. | 226 | $22.0K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 221 | $21.5K | 0.00% | −34−13.3% | Reduced |
| Gen-Wealth Partners Inc | 220 | $21.4K | 0.01% | −67−23.3% | Reduced |
| GoalVest Advisory LLC | 220 | $21.4K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 214 | $20.8K | 0.01% | +42+24.4% | Added |
| Quest 10 Wealth Builders, Inc. | 212 | $20.6K | 0.02% | +138+186.5% | Added |
| Riverview Trust Co | 210 | $20.4K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 208 | $20.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 205 | $19.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 204 | $19.8K | 0.01% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 200 | $19.4K | 0.02% | −200−50.0% | Reduced |
| Lavaca Capital LLC | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 200 | $19.4K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 198 | $19.2K | 0.01% | +198 | New |
| Quaker Wealth Management, LLC | 196 | $19.0K | 0.01% | +1+0.5% | Added |
| SHP Wealth Management | 190 | $18.5K | 0.00% | +78+69.6% | Added |
| Collier Financial | 184 | $17.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 183 | $17.8K | 0.00% | +98+115.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 182 | $17.7K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 174 | $16.9K | 0.00% | +137+370.3% | Added |
| PlanVest Financial, Inc | 169 | $16.4K | 0.01% | +169 | New |
| Lloyd Advisory Services, LLC. | 167 | $16.2K | 0.00% | +167 | New |
| Kingdom Financial Group LLC. | 167 | $16.2K | 0.00% | +167 | New |
| Brown, Lisle/Cummings, Inc. | 162 | $15.7K | 0.00% | +22+15.7% | Added |
| Essential Partners LLC | 158 | $15.4K | 0.01% | +9+6.0% | Added |
| 1620 Investment Advisors, Inc. | 156 | $15.2K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 154 | $15.0K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 154 | $15.0K | 0.01% | +154 | New |
| Hilltop National Bank | 153 | $14.9K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 150 | $14.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $14.4K | 0.00% | +40+37.0% | Added |
| True Link Financial Advisors, LLC | 145 | $14.1K | 0.00% | +145 | New |
| Insight Financial Services | 140 | $13.6K | 0.01% | +140 | New |
| Osbon Capital Management LLC | 139 | $13.5K | 0.01% | +1+0.7% | Added |
| CGC Financial Services, LLC | 138 | $13.4K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 136 | $13.3K | 0.00% | −78−36.4% | Reduced |
| Glen Eagle Advisors, LLC | 135 | $13.1K | 0.00% | +1+0.7% | Added |
| UMA Financial Services, Inc. | 131 | $12.7K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 130 | $12.7K | 0.01% | +62+91.2% | Added |
| St Germain D J Co Inc | 130 | $12.6K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 130 | $12.6K | 0.00% | +130 | New |
| Webster Bank, N. A. | 128 | $12.4K | 0.00% | −587−82.1% | Reduced |
| Millstone Evans Group, LLC | 120 | $11.7K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 114 | $11.1K | 0.00% | +26+29.5% | Added |
| Raffa Wealth Management, LLC | 114 | $11.1K | 0.00% | +22+23.9% | Added |
| Avion Wealth | 114 | $11.0K | 0.00% | +20+21.3% | Added |
| Marquette Asset Management, LLC | 111 | $10.8K | 0.00% | +111 | New |
| Abound Wealth Management | 109 | $10.6K | 0.00% | +39+55.7% | Added |
| Addison Advisors LLC | 109 | $10.6K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 107 | $10.4K | 0.01% | −863−89.0% | Reduced |
| Strengthening Families & Communities, LLC | 107 | $10.4K | 0.00% | +107 | New |
| JNBA Financial Advisors | 102 | $9.91K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 102 | $9.91K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 101 | $9.81K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $9.72K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $9.72K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 100 | $9.72K | 0.00% | +3+3.1% | Added |
| Hartford Financial Management Inc. | 99 | $9.62K | 0.00% | −3−2.9% | Reduced |
| Cornerstone Financial Management LLC | 99 | $9.62K | 0.01% | +4+4.2% | Added |
| McGuire Capital Advisors Inc | 99 | $9.62K | 0.01% | +13+15.1% | Added |
| Sachetta, LLC | 96 | $9.32K | 0.01% | +7+7.9% | Added |
| IMG Wealth Management, Inc. | 93 | $9.04K | 0.01% | −35−27.3% | Reduced |
| Duncker Streett & Co Inc | 93 | $9.04K | 0.00% | −15−13.9% | Reduced |
| Legacy Wealth Managment, LLC | 93 | $9.04K | 0.00% | −8−7.9% | Reduced |
| ZRC Wealth Management, LLC | 89 | $8.65K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 81 | $7.87K | 0.00% | +4+5.2% | Added |
| Synergy Investment Management, LLC | 80 | $7.78K | 0.00% | +80 | New |