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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 15,060 | $1.46M | 0.15% | +1,386+10.1% | Added |
| Tounjian Advisory Partners, LLC | 14,958 | $1.45M | 0.52% | −620−4.0% | Reduced |
| Ofi Invest Asset Management | 14,901 | $1.45M | 0.02% | +6,304+73.3% | Added |
| Sowell Financial Services LLC | 14,791 | $1.44M | 0.05% | −94−0.6% | Reduced |
| Richard Bernstein Advisors LLC | 14,705 | $1.43M | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14,565 | $1.42M | 0.07% | +30+0.2% | Added |
| Baird Financial Group, Inc. | 14,597 | $1.42M | 0.00% | +121+0.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,594 | $1.42M | 0.08% | +6,969+91.4% | Added |
| Allworth Financial LP | 14,577 | $1.42M | 0.01% | +2,166+17.5% | Added |
| Highview Capital Management LLC | 14,517 | $1.41M | 0.51% | +14,517 | New |
| Alps Advisors Inc | 14,447 | $1.40M | 0.01% | +1,646+12.9% | Added |
| Bartlett & Co. Wealth Management LLC | 14,856 | $1.40M | 0.02% | −333−2.2% | Reduced |
| Umb Bank N A | 14,383 | $1.40M | 0.02% | +55+0.4% | Added |
| Defined Wealth Management, LLC | 14,375 | $1.40M | 0.82% | −2,449−14.6% | Reduced |
| Whittier Trust Co | 14,233 | $1.39M | 0.02% | −133−0.9% | Reduced |
| Covalis Capital LLP | 14,349 | $1.39M | 0.09% | −53,959−79.0% | Reduced |
| Linscomb & Williams, Inc. | 14,265 | $1.39M | 0.06% | +14,265 | New |
| Warren Averett Asset Management, LLC | 14,241 | $1.38M | 0.01% | +4,797+50.8% | Added |
| Snowden Capital Advisors LLC | 14,055 | $1.37M | 0.04% | −50−0.4% | Reduced |
| Centaurus Financial, Inc. | 13,998 | $1.36M | 0.06% | +276+2.0% | Added |
| Ascent Group, LLC | 13,996 | $1.36M | 0.05% | −3,514−20.1% | Reduced |
| Quadrature Capital Ltd | 13,990 | $1.36M | 0.02% | +13,990 | New |
| Golden State Equity Partners | 13,871 | $1.35M | 0.10% | +1,162+9.1% | Added |
| Peapack Gladstone Financial Corp | 13,822 | $1.34M | 0.02% | +38+0.3% | Added |
| DLK Investment Management, LLC | 13,580 | $1.32M | 0.52% | −50−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 13,524 | $1.31M | 0.04% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 13,445 | $1.31M | 0.02% | +658+5.1% | Added |
| Stratos Wealth Partners, LTD. | 13,275 | $1.29M | 0.01% | −630−4.5% | Reduced |
| DRW Securities, LLC | 12,883 | $1.25M | 0.07% | +12,883 | New |
| Krilogy Financial LLC | 12,997 | $1.24M | 0.04% | +2,852+28.1% | Added |
| One Degree Advisors Inc | 12,752 | $1.24M | 0.32% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 12,716 | $1.24M | 0.00% | +1,632+14.7% | Added |
| Lighthouse Investment Partners, LLC | 12,674 | $1.23M | 0.05% | +12,674 | New |
| Brown Brothers Harriman & Co | 12,583 | $1.22M | 0.01% | +6,259+99.0% | Added |
| Principal Securities, Inc. | 12,285 | $1.19M | 0.02% | +656+5.6% | Added |
| Kornitzer Capital Management Inc | 12,200 | $1.19M | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 12,166 | $1.18M | 0.14% | −254−2.0% | Reduced |
| Ti-Trust, Inc | 12,040 | $1.17M | 0.70% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 11,942 | $1.16M | 0.01% | −1,051−8.1% | Reduced |
| Parallel Advisors, LLC | 11,772 | $1.14M | 0.02% | +821+7.5% | Added |
| MASTERINVEST Kapitalanlage GmbH | 11,671 | $1.13M | 0.12% | +682+6.2% | Added |
| Signaturefd, LLC | 11,449 | $1.11M | 0.02% | +3,034+36.1% | Added |
| Lester Murray Antman dba SimplyRich | 11,441 | $1.11M | 0.28% | −67−0.6% | Reduced |
| Applied Finance Capital Management, LLC | 11,270 | $1.10M | 0.08% | +894+8.6% | Added |
| Apollon Wealth Management, LLC | 11,266 | $1.09M | 0.02% | −212−1.8% | Reduced |
| Tema ETFs LLC | 11,078 | $1.08M | 0.07% | +56+0.5% | Added |
| Fiduciary Trust Co | 10,993 | $1.07M | 0.01% | +14+0.1% | Added |
| Cooper Financial Group | 10,891 | $1.06M | 0.11% | +145+1.3% | Added |
| West Wealth Group, LLC | 10,862 | $1.06M | 0.21% | +947+9.6% | Added |
| NorthRock Partners, LLC | 10,747 | $1.04M | 0.02% | +3,329+44.9% | Added |
| Fifth Third Wealth Advisors LLC | 10,698 | $1.04M | 0.04% | +676+6.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 10,665 | $1.04M | 0.18% | −3,845−26.5% | Reduced |
| Greenleaf Trust | 10,648 | $1.03M | 0.01% | +441+4.3% | Added |
| Iams Wealth Management, LLC | 10,645 | $1.03M | 0.36% | +111+1.1% | Added |
| Park Avenue Securities LLC | 10,604 | $1.03M | 0.01% | −1,098−9.4% | Reduced |
| GAM Holding AG | 10,488 | $1.02M | 0.09% | −5,762−35.5% | Reduced |
| Sumitomo Life Insurance Co | 10,336 | $1.00M | 0.02% | +284+2.8% | Added |
| Savvy Advisors, Inc. | 10,296 | $1.00M | 0.03% | +3,432+50.0% | Added |
| Brighton Jones LLC | 10,291 | $1.00M | 0.02% | +10,291 | New |
| Letson Investment Management, Inc. | 10,200 | $991.1K | 0.38% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 10,196 | $990.7K | 0.07% | −14−0.1% | Reduced |
| Ami Asset Management Corp | 10,080 | $979.5K | 0.06% | −64−0.6% | Reduced |
| Chicago Trust Co NA | 10,077 | $979.2K | 0.16% | −8−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,972 | $969.0K | 0.05% | +463+4.9% | Added |
| Resources Investment Advisors, LLC. | 9,964 | $968.2K | 0.01% | −420−4.0% | Reduced |
| Eventide Asset Management, LLC | 10,014 | $967.2K | 0.02% | +947+10.4% | Added |
| BKD Wealth Advisors, LLC | 9,875 | $959.5K | 0.02% | +148+1.5% | Added |
| EntryPoint Capital, LLC | 9,821 | $954.3K | 0.28% | +9,821 | New |
| Indivisible Partners | 9,795 | $951.8K | 0.08% | +3,051+45.2% | Added |
| Change Path, LLC | 9,782 | $950.4K | 0.02% | +15+0.2% | Added |
| Larson Financial Group LLC | 9,779 | $950.2K | 0.03% | −133−1.3% | Reduced |
| Ipsen Advisor Group LLC | 9,696 | $942.2K | 0.66% | +178+1.9% | Added |
| Cohen Klingenstein LLC | 9,600 | $932.8K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,573 | $930.2K | 0.00% | −326−3.3% | Reduced |
| Westmount Partners, LLC | 9,449 | $918.2K | 0.23% | −421−4.3% | Reduced |
| Mosley Wealth Management | 10,159 | $914.1K | 0.41% | +80+0.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,400 | $913.4K | 0.01% | −6,964−42.6% | Reduced |
| Independent Advisor Alliance | 9,379 | $911.3K | 0.01% | +426+4.8% | Added |
| Gradient Investments LLC | 9,338 | $907.4K | 0.01% | +17+0.2% | Added |
| Siemens Fonds Invest GmbH | 9,271 | $900.9K | 0.05% | +178+2.0% | Added |
| Smartleaf Asset Management LLC | 9,266 | $895.0K | 0.03% | +486+5.5% | Added |
| Hartford Funds Management Co LLC | 9,164 | $890.6K | 0.08% | +1,356+17.4% | Added |
| Silvia McColl Wealth Management, LLC | 9,154 | $889.5K | 0.59% | +109+1.2% | Added |
| Private Advisor Group, LLC | 9,151 | $889.2K | 0.00% | −1,219−11.8% | Reduced |
| Mendel Money Management | 9,076 | $881.9K | 0.37% | +545+6.4% | Added |
| Moneta Group Investment Advisors LLC | 9,042 | $878.6K | 0.01% | +192+2.2% | Added |
| Regions Financial Corp | 9,037 | $878.1K | 0.01% | −1,851−17.0% | Reduced |
| Crestwood Advisors Group LLC | 8,919 | $866.6K | 0.01% | +813+10.0% | Added |
| Quadrant Capital Group LLC | 8,916 | $866.4K | 0.03% | −3,647−29.0% | Reduced |
| Generali Investments, Management Co LLC | 8,914 | $866.2K | 0.20% | −2,957−24.9% | Reduced |
| Cohen Capital Management, Inc. | 8,800 | $855.1K | 0.13% | 00.0% | Unchanged |
| Strategic Investment Advisors | 8,784 | $853.1K | 0.06% | +667+8.2% | Added |
| Ieq Capital, LLC | 8,746 | $849.8K | 0.00% | +5,079+138.5% | Added |
| Quotient Wealth Partners, LLC | 8,684 | $843.8K | 0.02% | −20−0.2% | Reduced |
| Claro Advisors LLC | 8,577 | $833.4K | 0.10% | +45+0.5% | Added |
| Venturi Wealth Management, LLC | 8,564 | $832.2K | 0.04% | +962+12.7% | Added |
| Scotia Capital Inc. | 8,491 | $825.1K | 0.00% | −36,617−81.2% | Reduced |
| GTS Securities LLC | 8,459 | $822.0K | 0.03% | +2,384+39.2% | Added |
| Altshuler Shaham Ltd | 8,414 | $817.6K | 0.01% | +1,017+13.7% | Added |
| Baker Tilly Wealth Management, LLC | 8,356 | $811.9K | 0.20% | −15−0.2% | Reduced |