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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 26,165 | $2.56M | 0.05% | +650+2.5% | Added |
| NewEdge Wealth, LLC | 26,290 | $2.55M | 0.03% | −6,042−18.7% | Reduced |
| Texas Yale Capital Corp. | 25,166 | $2.45M | 0.07% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 25,152 | $2.44M | 0.01% | 00.0% | Unchanged |
| ABS Direct Equity Fund LLC | 25,000 | $2.43M | 1.86% | +25,000 | New |
| Atria Investments LLC | 24,817 | $2.41M | 0.03% | −10,621−30.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 24,672 | $2.40M | 0.35% | −526−2.1% | Reduced |
| GWM Advisors LLC | 24,549 | $2.39M | 0.01% | −1,787−6.8% | Reduced |
| Lido Advisors, LLC | 24,193 | $2.36M | 0.01% | +3,666+17.9% | Added |
| XTX Topco Ltd | 24,308 | $2.36M | 0.04% | −2,959−10.9% | Reduced |
| Lazari Capital Management, Inc. | 24,302 | $2.36M | 0.82% | +20.0% | Added |
| Saudi Central Bank | 24,091 | $2.34M | 0.05% | +24,091 | New |
| J. Safra Sarasin Holding AG | 24,074 | $2.34M | 0.04% | +414+1.7% | Added |
| Orin Green Financial, LLC | 23,939 | $2.33M | 0.95% | +23,939 | New |
| Flputnam Investment Management Co | 23,835 | $2.32M | 0.03% | +23,835 | New |
| Fulcrum Asset Management LLP | 23,917 | $2.31M | 0.35% | +1,388+6.2% | Added |
| Blue Sparrow, LLC | 23,590 | $2.29M | 0.04% | +23,590 | New |
| Icon Wealth Advisors, LLC | 24,645 | $2.28M | 0.15% | +30.0% | Added |
| Perigon Wealth Management, LLC | 23,220 | $2.26M | 0.04% | −152−0.7% | Reduced |
| Raiffeisen Bank International AG | 23,328 | $2.25M | 0.03% | +18,390+372.4% | Added |
| Founders Financial Securities LLC | 22,527 | $2.25M | 0.13% | −1,494−6.2% | Reduced |
| Callan Family Office, LLC | 23,058 | $2.24M | 0.05% | −403−1.7% | Reduced |
| Mutual Advisors, LLC | 22,900 | $2.23M | 0.05% | +1,855+8.8% | Added |
| Premier Fund Managers Ltd | 23,000 | $2.22M | 0.16% | −4,000−14.8% | Reduced |
| Alaethes Wealth LLC | 22,737 | $2.21M | 0.64% | +15,811+228.3% | Added |
| Everence Capital Management Inc | 22,746 | $2.21M | 0.13% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 22,730 | $2.21M | 0.69% | −40−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 22,633 | $2.20M | 0.08% | 00.0% | Unchanged |
| Himension Fund | 22,417 | $2.18M | 0.17% | −1,425−6.0% | Reduced |
| Harbor Capital Advisors, Inc. | 22,391 | $2.18M | 0.18% | +22,391 | New |
| Profund Advisors LLC | 22,269 | $2.16M | 0.08% | −10,126−31.3% | Reduced |
| Concurrent Investment Advisors, LLC | 22,118 | $2.15M | 0.02% | −3,867−14.9% | Reduced |
| EFG International AG | 22,112 | $2.15M | 0.05% | −1,797−7.5% | Reduced |
| Merit Financial Group, LLC | 21,871 | $2.13M | 0.02% | +7,546+52.7% | Added |
| Summit Trail Advisors, LLC | 21,451 | $2.08M | 0.03% | +6,854+47.0% | Added |
| Banque Cantonale Vaudoise | 21,386 | $2.08M | 0.08% | +488+2.3% | Added |
| Westpac Banking Corp | 21,278 | $2.07M | 0.14% | +1,486+7.5% | Added |
| Advisor Resource Council | 21,181 | $2.06M | 0.81% | −2,383−10.1% | Reduced |
| Empirical Finance, LLC | 21,168 | $2.06M | 0.10% | −18−0.1% | Reduced |
| MKT Advisors LLC | 20,799 | $2.05M | 0.69% | −137−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 21,005 | $2.04M | 0.05% | +11,369+118.0% | Added |
| HB Wealth Management, LLC | 20,916 | $2.03M | 0.01% | +3,401+19.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 20,885 | $2.03M | 0.03% | +32+0.2% | Added |
| Petix & Botte Co | 10,347 | $2.01M | 0.45% | −11,439−52.5% | Reduced |
| RSM US Wealth Management LLC | 20,344 | $1.99M | 0.02% | +1,163+6.1% | Added |
| Northwestern Mutual Wealth Management Co | 20,450 | $1.99M | 0.00% | +3,470+20.4% | Added |
| Commerzbank Aktiengesellschaft | 20,134 | $1.96M | 0.04% | −3,115−13.4% | Reduced |
| Asset Planning,Inc | 20,102 | $1.95M | 1.39% | +104+0.5% | Added |
| Laird Norton Trust Company, LLC | 19,946 | $1.95M | 0.04% | +207+1.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,033 | $1.95M | 0.01% | −47−0.2% | Reduced |
| Rock Creek Group, LP | 20,000 | $1.94M | 0.20% | +20,000 | New |
| Chilton Capital Management LLC | 19,832 | $1.93M | 0.07% | −1,427−6.7% | Reduced |
| Spirit of America Management Corp | 19,800 | $1.92M | 0.38% | +1,250+6.7% | Added |
| Stablepoint Partners, LLC | 19,762 | $1.92M | 0.29% | −758−3.7% | Reduced |
| Financial Alternatives, Inc | 19,758 | $1.92M | 1.04% | +3,557+22.0% | Added |
| Skopos Labs, Inc. | 19,579 | $1.90M | 0.06% | +1,154+6.3% | Added |
| Greenwood Capital Associates LLC | 19,418 | $1.89M | 0.21% | +292+1.5% | Added |
| North Dakota State Investment Board | 18,910 | $1.84M | 0.08% | −3,477−15.5% | Reduced |
| Spinnaker Investment Group, LLC | 18,897 | $1.84M | 0.37% | −134−0.7% | Reduced |
| Advisors Asset Management, Inc. | 18,732 | $1.82M | 0.03% | −3,073−14.1% | Reduced |
| Enhancing Capital LLC | 18,600 | $1.81M | 1.34% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 18,263 | $1.77M | 0.17% | −308−1.7% | Reduced |
| Spirepoint Private Client, LLC | 18,113 | $1.76M | 0.17% | −127−0.7% | Reduced |
| MUFG Securities Americas Inc. | 18,060 | $1.75M | 0.11% | +477+2.7% | Added |
| Meiji Yasuda Life Insurance Co | 17,951 | $1.74M | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 17,928 | $1.74M | 0.01% | +1,581+9.7% | Added |
| Dynamic Advisor Solutions LLC | 17,832 | $1.73M | 0.05% | +72+0.4% | Added |
| Kestra Advisory Services, LLC | 17,822 | $1.73M | 0.01% | +5,240+41.6% | Added |
| GAMMA Investing LLC | 17,801 | $1.73M | 0.08% | +4,316+32.0% | Added |
| Colonial Trust Advisors | 17,656 | $1.72M | 0.13% | −1,340−7.1% | Reduced |
| Securian Asset Management, Inc | 17,647 | $1.71M | 0.07% | −100−0.6% | Reduced |
| Atlantic Union Bankshares Corp | 17,493 | $1.70M | 0.03% | +20.0% | Added |
| Squarepoint Ops LLC | 17,350 | $1.69M | 0.00% | −44−0.3% | Reduced |
| Kentucky Retirement Systems | 18,766 | $1.68M | 0.13% | −22,218−54.2% | Reduced |
| Brookmont Capital Management | 17,226 | $1.67M | 0.94% | +698+4.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,179 | $1.67M | 0.11% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 16,924 | $1.64M | 0.01% | +3,348+24.7% | Added |
| Farther Finance Advisors, LLC | 16,838 | $1.64M | 0.02% | +2,158+14.7% | Added |
| Axq Capital, LP | 16,848 | $1.64M | 0.21% | +16,848 | New |
| Wedbush Securities Inc | 16,722 | $1.63M | 0.05% | +4,975+42.4% | Added |
| Miramontes Capital, LLC | 16,531 | $1.61M | 0.56% | −92−0.6% | Reduced |
| Wahed Invest LLC | 16,480 | $1.60M | 0.21% | +16,480 | New |
| Nomura Holdings Inc | 16,460 | $1.60M | 0.01% | +6,574+66.5% | Added |
| Steward Partners Investment Advisory, LLC | 16,445 | $1.60M | 0.01% | +3,002+22.3% | Added |
| Apriem Advisors | 16,336 | $1.59M | 0.15% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 16,294 | $1.58M | 0.07% | +1,092+7.2% | Added |
| Coldstream Capital Management Inc | 15,899 | $1.55M | 0.02% | +609+4.0% | Added |
| Mount Yale Investment Advisors, LLC | 15,767 | $1.54M | 0.04% | −3,579−18.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,865 | $1.54M | 0.02% | +528+3.4% | Added |
| Havemeyer Place LP | 15,817 | $1.54M | 0.18% | +15,817 | New |
| We Are One Seven, LLC | 15,663 | $1.52M | 0.03% | −197−1.2% | Reduced |
| Central Trust Co | 15,651 | $1.52M | 0.03% | −15−0.1% | Reduced |
| SCP Investment, LP | 15,600 | $1.52M | 1.68% | +15,600 | New |
| Cookson Peirce & Co Inc | 15,578 | $1.51M | 0.06% | +1,932+14.2% | Added |
| Ninepoint Partners LP | 15,358 | $1.49M | 0.18% | 00.0% | Unchanged |
| LGT Group Foundation | 15,335 | $1.49M | 0.02% | −1,719−10.1% | Reduced |
| SWP Financial LLC | 15,313 | $1.49M | 0.76% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 15,300 | $1.49M | 0.82% | −619−3.9% | Reduced |
| Arkadios Wealth Advisors | 15,295 | $1.49M | 0.02% | −441−2.8% | Reduced |
| South Dakota Investment Council | 15,187 | $1.48M | 0.03% | 00.0% | Unchanged |