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 |
|---|---|---|---|---|---|
| IMC-Chicago, LLC | 8,244 | $801.1K | 0.01% | +8,244 | New |
| Atomi Financial Group, Inc. | 8,218 | $798.5K | 0.02% | −121−1.5% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 8,164 | $793.3K | 0.44% | +365+4.7% | Added |
| Grove Bank & Trust | 8,136 | $790.6K | 0.09% | −393−4.6% | Reduced |
| Salem Investment Counselors Inc | 8,080 | $790.4K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 8,079 | $785.0K | 0.01% | −547−6.3% | Reduced |
| Gsa Capital Partners LLP | 8,080 | $785.0K | 0.05% | +8,080 | New |
| Shelton Wealth Management, LLC | 7,979 | $775.3K | 0.34% | +7,979 | New |
| Whittier Trust Co of Nevada Inc | 7,873 | $771.6K | 0.02% | +186+2.4% | Added |
| Ignite Planners, LLC | 7,954 | $770.7K | 0.12% | −208−2.5% | Reduced |
| Advisor OS, LLC | 7,872 | $764.9K | 0.06% | +598+8.2% | Added |
| Chicago Partners Investment Group LLC | 8,279 | $764.8K | 0.02% | +1,841+28.6% | Added |
| Mesirow Financial Investment Management, Inc. | 7,871 | $764.6K | 0.01% | +23+0.3% | Added |
| Ellevest, Inc. | 7,744 | $752.5K | 0.10% | −69−0.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,620 | $740.4K | 0.14% | −630−7.6% | Reduced |
| Advisory Alpha, LLC | 7,534 | $732.1K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 7,515 | $730.2K | 0.01% | +64+0.9% | Added |
| Axxcess Wealth Management, LLC | 7,505 | $729.3K | 0.02% | −486−6.1% | Reduced |
| Avantax Planning Partners, Inc. | 7,407 | $719.7K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 7,314 | $710.7K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7,272 | $706.6K | 0.14% | −260−3.5% | Reduced |
| Potomac Fund Management Inc | 7,246 | $704.1K | 0.02% | +266+3.8% | Added |
| Vise Technologies, Inc. | 7,952 | $702.0K | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 7,199 | $699.5K | 0.01% | +198+2.8% | Added |
| Octavia Wealth Advisors, LLC | 7,111 | $695.2K | 0.07% | −591−7.7% | Reduced |
| Byrne Asset Management LLC | 7,105 | $690.4K | 0.41% | +85+1.2% | Added |
| Financial Management Professionals, Inc. | 7,000 | $684.8K | 0.08% | +98+1.4% | Added |
| Jacobi Capital Management LLC | 7,041 | $684.1K | 0.04% | +190+2.8% | Added |
| Frec Markets, Inc. | 6,989 | $679.1K | 0.12% | +4,060+138.6% | Added |
| Pensionmark Financial Group, LLC | 6,940 | $674.4K | 0.01% | +206+3.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,911 | $671.5K | 0.23% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 6,908 | $671.3K | 0.19% | +50+0.7% | Added |
| Harbour Investments, Inc. | 6,795 | $660.3K | 0.01% | +1,629+31.5% | Added |
| Excelsior Advisor Network LLC | 6,775 | $658.4K | 0.25% | +6,775 | New |
| SRS Capital Advisors, Inc. | 6,768 | $657.7K | 0.02% | −3,833−36.2% | Reduced |
| Quest Investment Management LLC | 6,743 | $655.2K | 0.08% | −199−2.9% | Reduced |
| Intrua Financial, LLC | 6,693 | $650.4K | 0.07% | −172−2.5% | Reduced |
| LVM Capital Management Ltd | 6,677 | $649.0K | 0.06% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 6,645 | $645.7K | 0.00% | +6,645 | New |
| Evergreen Capital Management LLC | 6,585 | $643.3K | 0.01% | +1,370+26.3% | Added |
| Meridian Wealth Management, LLC | 6,607 | $642.0K | 0.02% | −637−8.8% | Reduced |
| Mechanics Bank Trust Department | 6,570 | $638.4K | 0.09% | −225−3.3% | Reduced |
| Clearstead Advisors, LLC | 6,565 | $637.9K | 0.01% | −1,664−20.2% | Reduced |
| Sepio Capital, LP | 6,507 | $632.3K | 0.03% | +352+5.7% | Added |
| Sunbelt Securities, Inc. | 6,380 | $619.9K | 0.04% | −25−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 6,353 | $617.3K | 0.04% | +886+16.2% | Added |
| Elm Partners Management LLC | 6,339 | $612.2K | 0.03% | +186+3.0% | Added |
| Bedminster, LLC | 6,283 | $610.5K | 0.57% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 6,266 | $608.9K | 0.20% | 00.0% | Unchanged |
| TSFG, LLC | 6,246 | $607.0K | 0.09% | +1,582+33.9% | Added |
| Cigna Investments Inc | 6,242 | $606.0K | 0.09% | −116−1.8% | Reduced |
| Gateway Wealth Partners, LLC | 6,227 | $605.2K | 0.02% | +6,227 | New |
| Syon Capital LLC | 6,202 | $602.7K | 0.03% | +774+14.3% | Added |
| Aaron Wealth Advisors | 6,202 | $602.6K | 0.03% | +6,202 | New |
| Blackstone Group Inc. | 6,200 | $602.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 6,162 | $598.7K | 0.17% | +4+0.1% | Added |
| IHT Wealth Management, LLC | 6,158 | $598.4K | 0.01% | +915+17.5% | Added |
| Waddell & Associates, LLC | 6,155 | $598.1K | 0.03% | +1,771+40.4% | Added |
| Diligent Investors, LLC | 6,127 | $595.4K | 0.15% | 00.0% | Unchanged |
| Stephens Inc | 6,056 | $588.5K | 0.01% | −1,106−15.4% | Reduced |
| Harbor Investment Advisory, LLC | 6,052 | $588.1K | 0.05% | +3,719+159.4% | Added |
| Bokf, NA | 6,042 | $587.1K | 0.01% | +1,526+33.8% | Added |
| Petra Financial Advisors Inc | 6,032 | $586.1K | 0.36% | +6,032 | New |
| Searle & Co. | 6,000 | $583.0K | 0.15% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,981 | $581.2K | 0.02% | +10.0% | Added |
| Bridgewater Advisors Inc. | 6,614 | $570.1K | 0.03% | +140+2.2% | Added |
| HCR Wealth Advisors | 5,860 | $569.4K | 0.06% | +12+0.2% | Added |
| Presima Inc. | 5,856 | $569.0K | 0.32% | 00.0% | Unchanged |
| Greenline Partners, LLC | 5,782 | $561.8K | 0.06% | −502−8.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,764 | $560.1K | 0.01% | +2,018+53.9% | Added |
| KCM Investment Advisors LLC | 5,745 | $558.3K | 0.02% | −335−5.5% | Reduced |
| MJP Associates Inc | 5,721 | $555.9K | 0.07% | −75−1.3% | Reduced |
| PFG Advisors | 5,678 | $551.7K | 0.03% | −776−12.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,670 | $551.0K | 0.01% | −144−2.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,660 | $550.0K | 0.14% | +74+1.3% | Added |
| Rice Partnership, LLC | 5,651 | $549.1K | 0.08% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 5,608 | $544.9K | 0.06% | +1,108+24.6% | Added |
| Cross Staff Investments Inc | 5,600 | $544.2K | 0.36% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 5,595 | $543.7K | 0.08% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 5,592 | $543.5K | 0.04% | −36−0.6% | Reduced |
| Buckingham Strategic Partners | 5,510 | $535.4K | 0.01% | +5,510 | New |
| Cornerstone Wealth Management, LLC | 5,477 | $532.2K | 0.03% | +43+0.8% | Added |
| Glenview Trust Co | 5,447 | $529.3K | 0.01% | +27+0.5% | Added |
| AlphaCore Capital LLC | 5,376 | $525.2K | 0.01% | +383+7.7% | Added |
| Syntegra Private Wealth Group, LLC | 5,397 | $524.5K | 0.05% | −220−3.9% | Reduced |
| Portfolio Design Labs, LLC | 5,389 | $523.6K | 0.09% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 5,347 | $519.6K | 0.15% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,344 | $519.3K | 0.01% | +5,344 | New |
| Pointe Capital Management LLC | 5,326 | $517.5K | 0.26% | −267−4.8% | Reduced |
| Old Port Advisors | 5,280 | $513.1K | 0.12% | −59−1.1% | Reduced |
| Leo H. Evart, Inc. | 5,230 | $508.2K | 0.43% | +5,230 | New |
| Johnson Investment Counsel Inc | 5,195 | $504.8K | 0.00% | −2,068−28.5% | Reduced |
| Paradigm Financial Partners, LLC | 5,170 | $502.4K | 0.09% | −2,679−34.1% | Reduced |
| ELCO Management Co., LLC | 5,168 | $502.2K | 0.24% | −403−7.2% | Reduced |
| Rosenberg Matthew Hamilton | 5,158 | $501.2K | 0.10% | −33−0.6% | Reduced |
| Bauman Advisory Group, LLC | 5,130 | $498.5K | 0.35% | −189−3.6% | Reduced |
| Pallas Capital Advisors LLC | 5,032 | $489.0K | 0.02% | +256+5.4% | Added |
| Frank, Rimerman Advisors LLC | 5,003 | $486.1K | 0.03% | +19+0.4% | Added |
| Vance Wealth, Inc. | 4,959 | $485.1K | 0.14% | −91−1.8% | Reduced |
| Great Valley Advisor Group, Inc. | 4,977 | $483.3K | 0.01% | −182−3.5% | Reduced |