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 |
|---|---|---|---|---|---|
| J.Safra Asset Management Corp | 80 | $7.77K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 80 | $7.77K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 80 | $7.77K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 79 | $7.68K | 0.00% | +26+49.1% | Added |
| SJS Investment Consulting Inc. | 78 | $7.58K | 0.00% | +36+85.7% | Added |
| Roxbury Financial LLC | 74 | $7.17K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 72 | $7.00K | 0.00% | +72 | New |
| Estabrook Capital Management | 64 | $6.22K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 60 | $5.89K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 60 | $5.81K | 0.00% | +6+11.1% | Added |
| Bare Financial Services, Inc | 59 | $5.73K | 0.00% | +29+96.7% | Added |
| Caldwell Sutter Capital, Inc. | 59 | $5.73K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 57 | $5.51K | 0.00% | +57 | New |
| Cherry Tree Wealth Management, LLC | 56 | $5.44K | 0.00% | −1,202−95.5% | Reduced |
| TFC Financial Management | 55 | $5.34K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 52 | $5.06K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 52 | $5.05K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 51 | $5.03K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $4.86K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 47 | $4.57K | 0.00% | −40−46.0% | Reduced |
| Vermillion Wealth Management, Inc. | 45 | $4.37K | 0.00% | +45 | New |
| Clark Wealth Partners | 41 | $4.01K | 0.00% | +8+24.2% | Added |
| Valley National Advisers Inc | 48 | $4.00K | 0.00% | +29+152.6% | Added |
| Ancora Advisors, LLC | 40 | $3.89K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 38 | $3.69K | 0.00% | +10+35.7% | Added |
| Principia Wealth Advisory, LLC | 37 | $3.60K | 0.00% | +7+23.3% | Added |
| Atlas Capital Advisors LLC | 37 | $3.60K | 0.00% | +23+164.3% | Added |
| United Financial Planning Group LLC | 36 | $3.50K | 0.00% | −21−36.8% | Reduced |
| Teachers Insurance & Annuity Association of America | 36 | $3.50K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 35 | $3.40K | 0.00% | +23+191.7% | Added |
| Evolution Wealth Management Inc. | 34 | $3.30K | 0.00% | +34 | New |
| Truvestments Capital LLC | 33 | $3.21K | 0.00% | −3−8.3% | Reduced |
| Fairman Group, LLC | 32 | $3.13K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 32 | $3.11K | 0.00% | +7+28.0% | Added |
| Strategic Wealth Partners, Ltd. | 30 | $2.95K | 0.00% | +2+7.1% | Added |
| Signature Resources Capital Management, LLC | 30 | $2.92K | 0.00% | +30 | New |
| WestEnd Advisors, LLC | 28 | $2.72K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 27 | $2.62K | 0.00% | +21+350.0% | Added |
| Ankerstar Wealth, LLC | 26 | $2.54K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 26 | $2.53K | 0.00% | −50−65.8% | Reduced |
| Burk Holdings LLC | 26 | $2.53K | 0.00% | +26 | New |
| Arlington Trust Co LLC | 23 | $2.23K | 0.00% | +23 | New |
| Sunrise Financial Services, LLC | 22 | $2.14K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 21 | $2.04K | 0.00% | +5+31.3% | Added |
| Key Capital Management, INC | 21 | $2.04K | 0.00% | +21 | New |
| NVWM, LLC | 20 | $1.94K | 0.00% | −5−20.0% | Reduced |
| Albion Financial Group | 17 | $1.65K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 16 | $1.52K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 15 | $1.47K | 0.00% | −25−62.5% | Reduced |
| Portus Wealth Advisors, LLC | 15 | $1.46K | 0.00% | +15 | New |
| Intentional Wealth Strategies, LLC | 15 | $1.46K | 0.00% | +15 | New |
| HFM Investment Advisors, LLC | 11 | $1.07K | 0.00% | −52−82.5% | Reduced |
| Phillip James Consulting Co. | 15 | $1.00K | 0.00% | +15 | New |
| Rakuten Securities, Inc. | 10 | $972 | 0.00% | +6+150.0% | Added |
| Triumph Capital Management | 9 | $878 | 0.00% | +9 | New |
| TopTier Wealth Management, LLC | 9 | $875 | 0.00% | +9 | New |
| Seneschal Advisors, LLC | 8 | $778 | 0.00% | +2+33.3% | Added |
| IMA Wealth, Inc. | 7 | $684 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $680 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 6 | $584 | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 5 | $490 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5 | $486 | 0.00% | −70−93.3% | Reduced |
| Redwood Park Advisors LLC | 5 | $486 | 0.00% | −7−58.3% | Reduced |
| Stone House Investment Management, LLC | 5 | $486 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5 | $486 | 0.00% | +5 | New |
| Nvest Wealth Strategies, Inc. | 5 | $486 | 0.00% | +5 | New |
| SOA Wealth Advisors, LLC. | 4 | $434 | 0.00% | −191−97.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $389 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 4 | $389 | 0.00% | +4 | New |
| 3 Factor Indexing, LLC | 2 | $195 | 0.00% | +2 | New |
| Meeder Asset Management Inc | 1 | $97 | 0.00% | −265−99.6% | Reduced |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −188,347−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −147,176−100.0% | Sold out |
| Capital Innovations LLC | 0 | $0 | 0.00% | −116,533−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −97,063−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −86,656−100.0% | Sold out |
| Kepler Cheuvreux (Suisse) SA | 0 | $0 | 0.00% | −58,875−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −44,606−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −26,552−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −19,674−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,570−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −18,149−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −17,900−100.0% | Sold out |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −15,919−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −15,004−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,235−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −11,673−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −11,284−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −10,804−100.0% | Sold out |
| Cornerstone Planning, LLC | 0 | $0 | 0.00% | −10,413−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −9,773−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,376−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −7,511−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −7,385−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −6,867−100.0% | Sold out |